Soft82.com » Windows » Business » Business Finance » OpenPetra.org 0.2.4-1

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OpenPetra.org Description

Provide an easy to use software system for the administration of non-profit organisations

The OpenPetra.org software (short: OpenPetra) will minimise the software costs and training efforts, as well as the time spent on administration, in order to utilise the limited resources of a charity in the best and most efficient way.

OpenPetra is based on Petra. Petra is a powerful and extensive software package that was custom-developed by OM over the course of 16 years. Currently Petra is used in OM in more than 80 countries worldwide, several hundred users are working with it daily.

What can it do

Petra is a comprehensive integrated solution for:

* bookkeeping, gift entry, accounts payable
* managing information about people, companies, organisations, etc that the organisation is in contact with
* managing personnel
* managing conferences
* extensive reporting for all those areas
* mail merge and label printing

Features of OpenPetra

All individuals, organisations, churches, etc, are entered into an OpenPetra installation as partners. Each site uses a separate set of partner IDs, to avoid conflicts when data is exported from one site to another. The OpenPetra functions are organised into a number of inter-linked modules. In addition to the items listed below, each module allows various types of report to be printed, and appropriate data to be exported to other sites.

Contact Management (Partner Module)

* Records names, addresses (current and previous) and other contact details, bank details, relationships, special flags, and data appropriate to the local site.
* Manages the sending of regular publications to be sent to groups of partners, records individual contacts with partners
* Allows printing of labels, form letters (mail-merge), etc. Data can also be exported into a form that can be used in a spreadsheet of word-processor.

Accounting Package (Finance Module)

* Provides a general ledger, gift receipting, accounts payable and budgeting
* Supports transactions in any currency
* Manages transactions between sites (for example transmission of support gifts) through a well-established International Clearing House mechanism for the efficient transfer of funds and minimisation of currency exchange charges.
* We plan to implement an invoicing system as well, to be able to issue invoices to guests or customers of a book shop etc.

Personnel Module

* Records all required personal data for both short-term and long-term members of the organisation
* Manages applications for participation in short-term events.
* Provides facilities to record staff positions in the various sites and organisational units (although this function exists, it is not currently used much).

Conference Management

* Supports a person managing a conference in recording who will attend, payments, assignment of accommodation, organisation of groups for activities, printing of badges, arrival and departure arrangements, etc.

Financial Development / Fund Raising

* Supports those responsible for funding projects. This module has not been fully developed, and at present the functionality is limited to producing certain reports relevant to this application.

Hospitality Module

* This has not been implemented yet, but we have plans to provide an easy and integrated system for hosting your guests.
* You need to know which rooms or even beds are used at which time.
* It has to be easy to make the financial calculation, print an invoice for the guest, and forward the costs to the finance department inside OpenPetra.

System Manager

* Allows the system administrator to assign access permissions to users, set local parameters (date and number format), set-up printers, etc.

OpenPetra.org Version History

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