Coastguard Lake Taupo & infoodle: A Perfect Match How infoodle and Xero help charities with membership management & financial operations
@infoodle
Aukje Smith, Sales Manager, infoodle Aukje, along with her husband Richard, founded infoodle in response to the need for a reliable, user-friendly and costeffective database and donor management system for charities, churches and community groups. Having experience working with charities and churches around the world, Aukje draws from her knowledge to serve the nonprofit sector through infoodle. The vision of infoodle is to provide administrative support enabling nonprofits to focus on their mission.
As a Xero add-on, infoodle supports a wide range of charities across the globe, each with their own special requirements. In this article, we share a conversation with our amazing client, Coastguard Lake Taupo whose volunteers provide a valuable and highly regarded service to all users of Lake Taupo, where they tell our readers how infoodle helps them with managing volunteers, communicating with members and tracking finances.
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ontributing to marine safety advice, boating education, search and rescue, and maritime presence, CGLT is recognised as an integral part of the support system for the Lake Taupo community. However, they are a charitable organization run mainly by volunteers, with their major funding source coming from their membership base. A database of members requires a lot of time to manage, and time is the greatest asset volunteer organisations have and it must be used wisely and efficiently. How does infoodle help you to save time and serve your community better? We have over a 1,000 members and the system requires us to issue new membership cards each year. When this is run on a spreadsheet it takes a lot of manual manipulation to keep up to date. infoodle was the solution for us. It is not expensive; it is designed for charities and is simple to use. infoodle has reduced our workload from 3 days a month 128 / Issue 25
to 2 hours each fortnight. This was a huge advantage to us. We can now manage the process which, most importantly, protects our major source of income. It links to our financial software, Xero, which means there is just one database to manage, not two. Searching for member data and producing reports is all done with the click of the mouse. How does infoodle as a Xero add-on help you with financial operations? There are a few of us that do membership management within our organization, so the link between infoodle and Xero is important to keep things moving. If one person adds a new member in infoodle it is then pushed to Xero for the next person to action the invoices. It is an easy system to use. Which features of infoodle or Xero have had the biggest impact on your work?
virtually instantaneous updating between infoodle & Xero – if we update a contact in infoodle and then log in to Xero it has already pushed the change through to Xero. It is very important for us to keep an audit trail of all changes and this change is also narrated as “system generated� so we know if it came from infoodle. This also ties in with the great audit trail feature that infoodle has too. The report builder feature is also very strong and we love the ease of being able to pick very specific criteria when running reports. Have you noticed a significant reduction in time spent on reconciling transactions, issuing receipts and generating reports? Because infoodle talks to Xero, we are not double handling any contact updates, one person can receive an email about an address change, enter it into infoodle and forget about it, knowing that infoodle will automatically update the Xero contact too.
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