New Dawn’s Adaptive Case Management system adheres to government GAAP accounting standards for assessing, collecting, and disbursing funds relative to events and activities. It also automatically create statements, accept payments, and generate receipts. All fee types and codes are completely defined by you. Agency-defined allocation rules, default fees, and “chained” financial obligations allow the system to be tailored to your office and procedures.
You can easily track fees; set default costs and percentages allocated to separate funds, then define payment plans and allocate fees to multiple agencies and accounts. Flexible payment plan functionality allows you to create an unlimited number of payment plans.
Some of the included financial features include:
Full accounting package: New Dawn’s Adaptive Case Management software solution includes an integrated, comprehensive accounting system that allows you to set up, organize, and track all the financial elements of your cases. You can set the priority of fees to be paid, the amount due and order of payment, and automatically create fees based on fee types. You can also have checks and vouchers automatically printed and have the balances due to each party and the total amount paid to all parties kept track of.
Chart of accounts: You can assign default accounts to each agency designated as an account owner. These accounts can be edited and new accounts can be added for each agency based on your financial requirements.
Cashier functions: Included is full-featured cashiering functionality, making the collection of fees from case participants a snap. By searching a name, you get a quick view of cases with balances, outstanding balances, recently received payments, and more. You can also print receipts and payment statements using your existing formats and forms.
Reporting: Included and modifiable financial reports provide easy access to financial status and history, including information on transactions, account balances, discrepancies, and adjustments for each specified case or account. All of the financial reports and searching functions can be quickly and easily exported to Microsoft Excel.
Integration with other financial systems: The open environment and New Dawn’s expertise in integration and interface projects allow you to exchange financial information with other financial systems. This interface eases data entry, increases accuracy, and ensures accountability.
Take payments via the web: New Dawn’s Adaptive Case Management software solution fully integrates with New Dawn’s e-payment solution to put the power and reach of the web to work for you and your office, allowing secure credit card processing payment to occur via the web.
