PDS DioOffice has several processes that save time when starting a new year.
- New Year Fund Setup
Set up fund periods for the new year.
- Carry Forward Balances and Prepayments
Transfer balances, prepayments, over-payments, and precharges to the next fund period.
- Terms and Rates Entry
Post terms for payment, rates, and billing periods.
- Post Donor Fees and Post Member/Constituent Fees
Post fee data to donor and member/constituent records.