Daxko Operations Features

Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

As reported in 11 Daxko Operations reviews. Allows users to customize their home page to display the information relevant to their role and tasks.

Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. This feature was mentioned in 11 Daxko Operations reviews.

Based on 11 Daxko Operations reviews. Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends.

Based on 10 Daxko Operations reviews. Provides standard templates for letters and emails and/or allows users to create their own.

Based on 10 Daxko Operations reviews. Creates custom fields to track information about donors or gifts that is specific to an organization.

Tracks action steps and notes for each prospective donor in the donor pipeline. This feature was mentioned in 10 Daxko Operations reviews.

As reported in 10 Daxko Operations reviews. Records gift pledges and updates remaining amount based on installments.

Allows electronic files to be uploaded and stored within donor profiles. 10 reviewers of Daxko Operations have provided feedback on this feature.

As reported in 10 Daxko Operations reviews. Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors.

Based on 10 Daxko Operations reviews. Stores event registration and ticketing information collected through online forms or manual data entry.

Downloads gift information from integrated fundraising tools into donor profiles.

Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. This feature was mentioned in 10 Daxko Operations reviews.

Based on 16 Daxko Operations reviews. Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.

As reported in 16 Daxko Operations reviews. Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.

Enables gift acknowledgment and letter and electronic communications with constituents. This feature was mentioned in 16 Daxko Operations reviews.

As reported in 16 Daxko Operations reviews. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. 14 reviewers of Daxko Operations have provided feedback on this feature.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. 14 reviewers of Daxko Operations have provided feedback on this feature.

As reported in 14 Daxko Operations reviews. Analyzes effectiveness of an organization's various marketing activities

Automates activities and reminders for each of your prospects to help move them along the donor pipeline. This feature was mentioned in 14 Daxko Operations reviews.

Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. 14 reviewers of Daxko Operations have provided feedback on this feature.

As reported in 14 Daxko Operations reviews. Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. 14 reviewers of Daxko Operations have provided feedback on this feature.

Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) 14 reviewers of Daxko Operations have provided feedback on this feature.

Allows users to schedule automated reports to be pulled at a specified day and time. 14 reviewers of Daxko Operations have provided feedback on this feature.

Based on 13 Daxko Operations reviews. Provides fund accounting support to track payments receivable and pending.

Based on 14 Daxko Operations reviews. Supports online donation and event registration processing and imports fundraising data into records.

As reported in 14 Daxko Operations reviews. Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

As reported in 12 Daxko Operations reviews. Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.

Creates sports league rosters and game schedules, and tracks team scores.

Automates online creation and registration for classes and activities, with customizable fields for required information, payment, and waivers.

Supports text and email messaging to visitors for communicating confirmed registrations and upcoming offerings.

Allows visitors to reserve recreation center rooms or campground sites, and displays current availibility for sites.

Manages instructor lists and pay rates, and allows activities to be sorted by assigned instructor.

Manages all programmed membership levels, facility access, and card printing and scanning.

Processes registrations, sells merchandise, and books facilities from the same centralized POS screen. Either provides POS functionality natively or integrates with dedicated POS tools.

Monitors all merchandise and equipment inventory for rentals and sale, and tracks vendors.

Creates invoices and automated custom payment plans, and stores credit card information.

Provides standard and custom reports to monitor revenue, visitor influx, and other key metrics.

Enables users to customize online portals and sites to fit public branding.

As reported in 14 Daxko Operations reviews. Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes This feature was mentioned in 13 Daxko Operations reviews.

As reported in 14 Daxko Operations reviews. Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting 13 reviewers of Daxko Operations have provided feedback on this feature.

As reported in 13 Daxko Operations reviews. Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases