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Technical Assistance - Constituent Billing

Technical Assistance - Constituent Billing is a powerful solution to track technical assistance provided by your organization and to bill your constituents for the service provided. Technical Assistance seamlessly integrates with contact management and other modules of MIMOTA and allows you to manage all TA contact information along with relationships, notes, memos, action calls, etc. Complete flexibility in design allows you to add any number of new types and define the dropdown lists.


This module allows you to record and track all TA information including project details such as name, purpose, type, amount, etc., project specific funding/subsidy information, and time data. You can add any number of projects for a given constituent and edit the information at any time. Flexible but easy-to-use screens allow you to easily navigate between project details and constituent information.
The system allows you to record the number of hours of TA provided to a constituent on various projects and bill variable rates based on these projects.

 

With Technical Assistance - Constituent Billing you can...

> Maintain all TA contact information along with relationship details

> Manage subsidy and funding details on all projects for which TA is provided to the constituents

> Record and track the number of hours of TA provided for various projects, including billable status

> Generate billing for constituents based on the TA provided

> Generate summary reports with flexible filtering options

Screenshots

Project information

TA Constituents main screen

Subsidy information

 

 

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