XEFinancial Account Manager

The XEFinancial Account Manager is the web based interface to your membership management and billing system. Using the Account Manger you can easily add a new membership, update payment options, change billing details, add accounts notes, and run a wide variety of reports. Although our clients will typically use our PC based software solutions for adding new memberships and controlling access to your facility, the web based solutions will be available no matter where in the world you are.

Please click on the image thumbnails below for a larger view and description of each screen capture:

The Location Access Report shows all of your members that have accessed your facility within the specified time period. Members who were denied access are highlighted in red The Account Search is where you can search for your members by a wide variety of options The Pending Billing Report shows you all payments that are scheduled for the specified date range. This report allows you to see what revenue you will have coming in the future The Cancellation Report shows you which of your member’s accounts are coming up for cancellation within the next 15-days. In addition to being able to run this report on the website at any time, this report will be automatically e-mailed to you every evening The Collections Report show you accounts that have either been sent to an outside collections agency or returned to you for your own collections handling within the specified date range The Statement of Account shows all payments that have been collected on your behalf within the specified date range. The statement also shows pending payment amounts, which are those payments that have been collected but have not yet settled into the account The Delinquent Account Report shows payments for all of your members that are past due. That is, for some reason the credit card or electronic check payments were not able to successfully process The Denied Access Report shows you members who were turned away from your facility (typically due to delinquent payments or cancelled accounts) The Dues Report daily E-mail shows you what your membership dues base is and its day-to-day change since the previous end of business day. This report allows you to know down to the penny how your business is doing in terms of recurring membership revenue The Account Expiration Report shows you all your membership accounts that will be expiring within the next 30-day period. This report is a good reminder to contact those members who are expiring and re-sign them for your facility! The Login page is where you and your employees will access the XEFinancial Account Manager The Membership Report will allow you to see a comprehensive listing of all your facility members. You can run the report with a wide variety of optional parameters The Processed Payments Report gives you a retroactive view of payments received from your members during the specified date range The Profile View gives a comprehensive snapshot of an individual account The Temporary Keys Report shows keys that are not associated with any type of payment. A typical use of temporary keys would be a short-term membership or perhaps an employee