[ Daxko O... Reviews ](https://www.g2.com/products/daxko-operations/reviews) [ Daxko O... Reviews ](https://www.g2.com/products/daxko-operations/reviews) # Daxko Operations Features ##### ## General Ledger (3) Journal Entries Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. Tags / Dimensions 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. Audit Trail Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record Show More ##### ## Accounts Receivable (3) Invoice Customization The layout of the invoice template is fully customizable and you can add or remove fields. AR Automation 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. Collections Automation The system automates the dunning process to help drive collections Show More ##### ## Accounts Payable (3) AP Automation Steamlines data entry by auto populating recurring or predefined vendor values Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Purchase Orders Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process Show More ##### ## Administration (5) User Dashboard Allows users to customize their home page to display the information relevant to their role and tasks. Donor Profiles Stores donor profiles that track all relevant information, including contact info, solicitor, giving history, and specialized attributes. Reporting Reports on any designated segmentation of donor information and/or gift history, and analyzes year over year trends. Templates Provides standard templates for letters and emails and/or allows users to create their own. Customization Creates custom fields to track information about donors or gifts that is specific to an organization. Show More ##### ## Donor Management (4) Moves Management Tracks action steps and notes for each prospective donor in the donor pipeline. Pledge Tracking Records gift pledges and updates remaining amount based on installments. E-Document Storage Allows electronic files to be uploaded and stored within donor profiles. Acknowledgments & Communications Generates acknowledgment letters for donations, and supports e-mail and letter mailing communication with donors. Show More ##### ## Interoperability (3) Event Tracking Stores event registration and ticketing information collected through online forms or manual data entry. Gift Tracking Downloads gift information from integrated fundraising tools into donor profiles. Fund Accounting Designates restricted and unrestricted revenue and either integrates with accounting software or generates accounting reports for reconciliation. Show More ##### ## Constituent Management (3) Constituent Profiles Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. Online Portal 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. Donor Communications Enables gift acknowledgment and letter and electronic communications with constituents. Show More ##### ## Marketing Automation (4) Email Marketing 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. Lead Management 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. Campaign Management 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. Marketing ROI Analytics Analyzes effectiveness of an organization's various marketing activities Show More ##### ## Workflow Automation (3) Donor Prospecting Automates activities and reminders for each of your prospects to help move them along the donor pipeline. Data Entry Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. Task Delegation Establishes task assignments for individual staff members that alert as prerequisite tasks are completed. Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. Dashboards Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) Automated Reports Allows users to schedule automated reports to be pulled at a specified day and time. Show More ##### ## Integrations (4) Accounting Provides fund accounting support to track payments receivable and pending. Fundraising Supports online donation and event registration processing and imports fundraising data into records. Grant Management Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure. Sales POS Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. Show More ##### ## Activity Management (3) Sports League Management Creates sports league rosters and game schedules, and tracks team scores. Registration Management Automates online creation and registration for classes and activities, with customizable fields for required information, payment, and waivers. Communication Tools Supports text and email messaging to visitors for communicating confirmed registrations and upcoming offerings. Show More ##### ## Facility Management (3) Site Reservation Allows visitors to reserve recreation center rooms or campground sites, and displays current availibility for sites. Instructor Management Manages instructor lists and pay rates, and allows activities to be sorted by assigned instructor. Membership Management Manages all programmed membership levels, facility access, and card printing and scanning. Show More ##### ## Sales Tools (3) Point of Sale Processes registrations, sells merchandise, and books facilities from the same centralized POS screen. Either provides POS functionality natively or integrates with dedicated POS tools. Inventory Management Monitors all merchandise and equipment inventory for rentals and sale, and tracks vendors. Billing Automation Creates invoices and automated custom payment plans, and stores credit card information. Show More ##### ## Platform (2) Data Reporting Provides standard and custom reports to monitor revenue, visitor influx, and other key metrics. Branding Tools Enables users to customize online portals and sites to fit public branding. Show More ##### ## Agentic AI - Nonprofit CRM (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Show More ##### ## Membership Management (3) Automated Dues & Renewals Automates member billing, recurring payments, and renewal reminders. Membership Database & Profiles Manages member profiles and updates personal data in a centralized system. Member Self‑Service Portal Allows members to view/update their profiles, renew membership, and access resources online. Show More ##### ## Event & Scheduling (3) Calendar & Scheduling Tools Offers shared calendars and scheduling for club activities, meetings, and sessions. Attendance Tracking Records and reports attendance for events, classes, or club activities. Event Creation & Registration Manages event registration with custom forms and tickets. Show More ##### ## Financial Management (3) Online Payments & Invoicing Accepts secure payments, issue invoices, and reconcile transactions. Point of Sale (POS) Integration Integrates with a POS system for on‑site sales, F&B, retail, or facility bookings. Financial Reporting & Analytics Generates financial and operational reports for budgeting, trends, and forecasting. Show More ##### ## Communication & Engagement (3) Member Community & Networking Provides forums, directories, or tools for member interaction and networking. Email & SMS Communication Sends automated or segmented communications to members via email/SMS. Mobile App Access Provides mobile access for members and admins to engage and manage on the go. 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