Accounting

FAR

Accounting is organized as a group of order records, each of which has one or more line items. Each line item has one or more financial transactions associated with it, and each financial transaction is made up of a master transaction record. The master transaction record includes debits and credits associated with the transaction.

Accounting

Address Validation

ADR

The Address Validation Interface supports Group 1 products, including Universal Coder (premise-based software installed locally that validates customer address data) and Universal Coder Hot Data (software hosted by Group 1 that validates international customer address data).

Third-Party Interfaces

Advertising

ADV

The Advertising subsystem provides functionality to manage all of your advertising needs, from setting up advertising customers to setting pricing for advertisements. The Advertising subsystem allows you to create customers specific to advertising, set up advertising product types, create scheduling for advertisements, create advertising media contacts, and create advertising type codes, size codes, color/Webmedia codes, etc.

Advertising

Application

APP

The Application subsystem aids system/application administrators in setting up the Personify360 application, such as defining system types and codes, organizational information, accounting-related information, and third-party applications (such as payment handlers, Lyris, and EXPOCAD)

System Setup

Third-Party Interfaces

Audit Bureau of Circulations

ABC

The Audit Bureau of Circulations (ABC) is a non-profit organization that provides independent third party circulation audits of print circulation, readership, and website activity. The audits performed by ABC are in turn used by advertisers as an informational tool to ensure that the advertisement prices set forth by the publisher are cost-efficient based upon the demographic the advertiser is trying to reach.

ABC Reports

Awards

AWD

The Awards subsystem was created to give associations the ability to recognize candidates for a specified award. The Awards subsystem provides functionality to create and manage award programs. The back office screens as part of the subsystem are used in conjunction with the Awards e-Business web part to allow end users to enter nominations from the Web.

Awards

BPA

BPA

BPA Worldwide (BPA) is one of two organizations (ABC being the other) that provides independent, third-party circulation of print circulation, readership, and website activity. The audits performed by BPA are in turn used by advertisers as an informational tool to ensure that the advertisement prices set forth by the publisher are cost-efficient based upon the demographic the advertiser is trying to reach.

BPA

Call Center

MRM

The Call Center subsystem serves as the “command center” for Personify360. It is integrated with all Personify360 productivity and revenue modules, offering a central window into customer activity throughout the system. Using Call Center, you can initiate new activities for callers, register callers for meetings, create and renew memberships, enter product orders, and accept donations.

Call Center

Certification

CRT

The Certification subsystem in Personify360 tracks transcripts and other information against a defined set of requirements for that certification. Certifications can include a set of courses and requirements, and the certifications can share courses with other certification programs. Requirements may be based on demographic information, for example: five years of experience as a CEO, or upon completion of courses or exams.

Certifications

Committee

COM

The Committees subsystem displays information specific to committees in your organization. When a record is retrieved, Personify360 displays all information about the committee and allows you to perform common tasks, such as emailing a committee, maintaining meeting minutes, changing contact information, and registering members for a meeting.

Committees

Coupon

CPN

Coupons can be applied as a discount against an entire order, a specific line item, a specific product, a product of a specific type, or products of a specific subsystem. You can assign both an availability period and an expiration date to all coupons.

Discounts and Coupons

Credit Card Processing

CCP

Using this subsystem in conjunction with other subsystems, you can process credit card receipts for non-inventoried and inventoried products, schedule a credit card payment, process receipt reversals, process receipt refunds, and process a credit card via the Web.

Credit Card Processing

Customer

CUS

The Customer subsystem is centered on inter-connected functions used to manage information concerning individuals, companies, subgroups, and committees. A unique customer number assigned to each record relates to all other information in the system.

Customers

Digital Content Delivery

DCD

The Digital Content Delivery (DCD) system for Personify360 allows you to create digital products that can be purchased and downloaded by your customers via your website. Since DCD products are “digital” products, they can only be purchased by your customers using your website. The Order Entry system in Personify360 is not involved with DCD products.

Digital Content Delivery

Electronic Fund Transfer

EFT

Electronic Funds Transfer is one type of auto-payment that Personify360 supports. It uses a standard Automated Clearing House (ACH) file. Transactions received by the financial institution during the day are stored and processed later in batch mode. Rather than sending each payment separately, ACH transactions are accumulated and sorted by destination for transmission during a predetermined time period.

System Setup

Exhibitions

XBT

The Exhibitions subsystem provides functionality to manage association exhibitions, from small tabletop shows to large shows with thousands of exhibitors. Using the Exhibitions subsystem, you can set up complex pricing, set up exhibitor registrations including predefining booth inventory, define booths that can be shared, define booth reduction and cancellation fees, maintain booth requests until booths are assigned, define associated fees, badges, and sponsorships, and define hotel room blocks for exhibitors.

Exhibitions

Facility

FAC

Facilities are used to create an inventory of convention centers, hotels, and rooms. They represent internal and external meeting and conference rooms defined by name, size, and configuration. They also assist in tracking meeting expenses, such as the cost of a hotel or room rentals.

Facilities

Financial General Ledger

FGL

A general ledger is defined by organization and shared across organization units. When multiple companies are defined, each company is assigned to a single organization unit.

Accounting

Fundraising

FND

Fundraising involves collecting donations through the membership process or pursuing long-term pledges and gifts over time. It allows organizations to structure their funds, campaigns, and appeals. You can also define donation products and recognition levels based on donor giving and solicitors. Fundraising tracks hard and soft gifts, contributions of all types, and pledges according to campaign, company, and individual. It also tracks how much money has been contributed, collected, given by each donor, and what is still due.

Fundraising

Inventoried Products

INV

Any item, service, or benefit that can be purchased by a member or customer is called a product. Personify360 provides a comprehensive, flexible product-definition structure that allows a combination of products from across all subsystems that can be combined, packaged and/or sold individually. Inventoried products are products that are typically recorded and must go through a shipping and invoicing process. This includes books, shirts, standards, and other intellectual property.

Inventoried Products

Lockbox

LCK

Lockbox processing refers to payments received via an electronic lockbox file. Typically, you will work with the bank to build a file appropriate for Personify360. Any other method, such as payments directed to a PO box or picked up by a bank, is not considered lockbox processing.

Lockbox

Marketing

MKT

Using the Marketing module, you can track the different marketing campaigns being employed by your association, have your marketing information delivered to you in real time, compare costs of campaigns, and create reports concerning each of your marketing campaigns.

Marketing

Meetings

MTG

The Meetings subsystem involves setting up a facility, a meeting, and one or more events or break-out sessions associated to the meeting. A meeting can range from a single-day course to a large multi-day annual meeting with hundreds of break-out sessions.

Meetings

Membership

MBR

Using the Membership subsystem, you can set up membership products, schedules, and rates. Membership products are typically used for services that cover a time span and provide special access to member privileges such as subscription benefits, special discounts, etc.

Membership

Miscellaneous

MISC

Miscellaneous Invoice products are used for products or services not otherwise maintained in a Personify360 subsystem. For example, Miscellaneous Invoice products could include selling used office equipment to employees, parking garage fees, commissions, subletting office space, consulting fees, label sales, or personal postage.

Miscellaneous Invoices

Order Entry

ORD

Order Entry allows you to place orders and track activities for all subsystems, including inventoried products, memberships, subscriptions, exhibitions, meetings, facilities, fundraising, certification, transcripts, and miscellaneous invoices. For example, you can create an order for a membership, an exhibition, a meeting, a certification, or a transcript. A customer can have multiple orders such as renewing a membership, signing up a member for a subscription, enrolling a member in a course, and registering the customer for a meeting.

Order Entry

Packages

PCK

You can group a set of products for sale into a single package, either to make data entry more efficient or to offer a discounted price when the products are purchased as a set. Once the package product is created, one or more products or other package products can be added as components to the package.

Packages

Security Maintenance

PSM

Security in Personify360 is based on security groups that are granted certain privileges for screens. Once these security groups are established, users are defined and assigned to the security groups. Then each user is assigned to one or more personas, which control how the menu bar displays and what versions of screens with which the user can work. Security is defined independently for each organization unit within an organization.

Security

Subscriptions

SUB

A subscription is an issue or volume publication that is added as a product. Since issues can be paper (in terms of a printed journal) or web access (where there is no physical mailing), issues are defined the same as revenue recognition periods. In membership, these periods are monthly, but in subscriptions, they can be as frequent as the user specifies and have controlled recognition dates.

Subscriptions

TIMSS Reporting System

TRS

The TRS subsystem is used to submit jobs and run reports.

Reports

Transcripts

TRN

The Transcripts subsystem allows you to track credits earned by customers. Current transcript program structures can be linked to other Personify360 subsystems. Using this subsystem, you can define courses and exams, products, and transcript programs. You can also upload customer transcript activities and create ad-hoc customer transcript records.

Transcripts

Volunteer Management

VOL

The Volunteer Management module allows an organization to define and manage volunteers, volunteer events/opportunities, jobs that need to be performed at volunteer events, volunteer assignments to the event jobs, volunteer recognition structure, and volunteer system setup.

Volunteers