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Union Software finance and dues

Finance & Dues

Understand your union’s finances and dues in one place

Track money, manage dues, handle payments, and report clearly without spreadsheets.

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A multigenerational union finance team reconciling dues and bank records in a community union hall
Continuity through leadership changeExperienced treasurers and newer finance staff can work from the same controlled records, not one person’s spreadsheet.

01Know the position

See cash, receivables, payables, budgets, and work that needs attention.

Open a finance overview built around union operations. Current balances, dues, bills, forecasts, and review queues give staff a place to begin without assembling a monthly workbook first.

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Financial operations

Finance overview

Banking, budgets, expenses, payables, dues, and reporting in one controlled system.

Operating cash$1.42M+4.8%
Dues receivable$86,24092% current
Open payables$38,19012 bills
Budget remaining$412,60041%
Cash flowLast 6 months
AprMayJunJulAugSep

The finance team and authorized leadership can discuss the same current numbers.

More you can do

Move into accounts, transactions, general ledger, banking, funds, cash flow, expenses, payables, receivables, payroll, dues, reports, taxes, and statutory work from the same system.

02Plan with the real ledger

Build budgets and forecasts staff can explain.

Create budgets by fund, department, program, or account, compare approved and actual amounts, and test a forecast before changing the plan. The detail stays connected to the finance record behind it.

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Financial operations

2026 operating budget

Banking, budgets, expenses, payables, dues, and reporting in one controlled system.

ProgramApprovedActualForecast
Member representation$420,000$248,600$401,300
Education and training$185,000$96,450$176,800
Organizing$260,000$188,200$274,100
Administration$310,000$174,900$299,500

Leadership can see where the union is on plan and where a decision is required.

More you can do

Use budget scenarios, cash-flow views, fund balances, and forecasting tools for operations, organizing, education, representation, and other union priorities.

03A clear approval trail

Keep receipts, approvals, payments, and controls together.

Submit an expense, attach the receipt, code the fund and account, send it to the right reviewer, and keep the decision. Use the same controlled workflow for bills, purchase orders, reimbursements, cards, and cheque runs.

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Financial operations

Expense approvals

Banking, budgets, expenses, payables, dues, and reporting in one controlled system.

ExpenseSubmitted byFundAmountStatus
Steward training venueJordan ChenEducation$2,840Review
Arbitration researchAlicia RiveraRepresentation$1,260Approved
Member meeting accessibilityNina FosterOperations$980Review
Campaign printingMiguel SantosOrganizing$1,725Approved

Staff can follow the payment without chasing email approvals or a paper folder.

More you can do

Manage receipt inbox, corporate cards, vendors, payables, purchase orders, cheque runs, reimbursements, and payroll, with role-based approval rules and an audit-ready history.

Control without extra handoffs

Record. Review. Reconcile. Report.

Each financial result keeps the entry, source, decision, and accountable history behind it.
  1. 01
    RecordCapture the transaction and source
  2. 02
    ReviewApply the union’s controls
  3. 03
    ReconcileConfirm cash and records agree
  4. 04
    ReportExplain the current position

04Built for union revenue

Receive, validate, reconcile, and apply member dues.

Accept employer remittances through the portal, validate the member rows, reconcile the payment, and apply approved dues to current People records. Exceptions stay visible instead of disappearing into a spreadsheet formula.

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FinanceRemittance PortalRecord employer remittances and apply them to member dues invoices.
New Employer Remittance

Member Allocations

Darius Williams$62.00
Sarah Patel$62.00
Jordan Lee$58.00
Miguel Santos$58.00

Finance and membership staff can explain how the remittance became the member record.

More you can do

Import dispatch hours, review employer submissions, validate member matching and rate schedules, reconcile the bank amount, apply dues, and follow exceptions through completion.

Built around the union

What finance teams ask before leaving their current accounting setup.

Finance covers the daily operation, union-specific revenue, planning, controls, and accountable reporting.

Can we run more than dues?

Yes. Finance includes the broader accounting and operational workflow.

Accounts, ledger, banking, funds, cash flow, expenses, payables, receivables, payroll, reports, taxes, and more.

Can employers submit remittances?

Yes. A remittance portal supports structured employer submissions.

Validate members, hours, rates, totals, exceptions, payment, and the final People update.

Can approvals follow our rules?

Yes. Configure reviewers, roles, thresholds, and controlled steps.

Apply approval rules to expenses, bills, purchases, reimbursements, cards, and payments.

Can leadership compare budget and actuals?

Yes. Budgets, scenarios, forecasts, and reports use current records.

Compare approved, actual, forecast, fund, program, department, and account views.

Can auditors follow the record?

Yes. Files, activity, approvals, entries, and changes remain attached.

Keep receipts, source documents, journal history, reconciliations, and audit-ready reporting.

Can financial access stay restricted?

Yes. Role-based controls separate entry, review, approval, and administration.

The union retains ownership, authorized access, export controls, and accountable history.

One system. Current union records.

The amount stays connected to the member, employer, fund, and source record.

Approved hours and remittances can update People. Receipts and reports stay in Files. Leadership reporting can use current Finance records without another monthly consolidation exercise.

Finance & DuesThe working record
PeopleMember dues records
Hiring HallApproved hours
FilesReceipts and reports
ReportsLeadership reporting

Start with one real process

Bring over a budget, expense workflow, or employer remittance.

See how Finance keeps the source records, approvals, member context, and reporting connected from the first entry to the final result.