Allegiance -
: Details new accounts and invoices added during the report timeframe.
Employers managing benefit plans through Allegiance Benefit Plan Management can run census and enrollment data reports.
: Tracks whether open pledges are paid on time; it is crucial for auditing and identifying accounts that need attention. Allegiance
Non-profits using Allegiance Software have access to various for donor management:
: Provides a grand total of accounts worked and the resolution status of those funds. Fundraising and Donor Reports : Details new accounts and invoices added during
: Shows the total number of accounts and invoices at the start of the period.
: Individual members can access their own claim reports and plan documents through the member portal. 📈 Financial and Lobbying Reports Non-profits using Allegiance Software have access to various
: Most reports can be exported to Excel for further internal analysis.