Collecting donations and fees for non-profit organizations

COVID- 19 has forced the world to go contactless and cashless. 

But if you only collect donations through cash or cheques, where will you get your funds? Non-profit organizations (NPOs) need to make collecting donations and fees frictionless.

Omar Visram, CEO and founder of Enkel Backoffice Solutions, has lots of experience and wisdom in this exact niche. 

Firstly, a significant part of Enkel’s client base are NPOs. As an accounting service firm, Enkel works with organizations to manage their bookkeeping and payroll through a team of experienced NPO accounting professionals. Omar helps drive the delivery of NPO bookkeeping and accounting services – how it works, what systems we use, how to drive efficient processes and working with the NPOs. 

Secondly, Enkel is a user of Rotessa, so they know the value of removing all friction from collecting payment and donations.

Expensive credit card processing fees

Usually, online donation platforms offer payment only via credit card. This can be difficult for small NPOs as credit cards charge such a high percentage fee.

NPOs, especially those with monthly donors, can save on those payment processing fees by using pre-authorized debits with Rotessa

Instead of a two or three per cent fee per donation through credit card, with Rotessa, the organization would pay a flat rate fee per transaction. No online giving one month? No fees for you and your organization.

Donors can choose their frequency, installments, amount, and then give their authorization to the NPO to withdraw their monetary gift.

But, as Anita Janjua of Enkel says, “We work with over 100 NPOs, which include membership-based organizations, charitable foundations, mission-driven organizations, religious organizations, and housing cooperatives, so not all of them are charities or collecting donations.” These types of organizations, while not collecting donations, can also use Rotessa to collect membership, housing, or rental fees.

Ultimately, to continue collecting donations and fees, NPOs may need to pivot to online payment processing

Together, Enkel Backoffice Solutions and Rotessa help those NPOs who are ready to make the switch sooner rather than later.

Want to learn more about accepting donations online as an NPO or church?
Schedule a demo a one-on-one demo with us!


Auto Sync

Automate your workflow with Auto Sync

QuickBooks Online or Xero users who want to automate their workflow, simplify receivables, and get paid on time need Rotessa and Auto Sync.

Our integrations' latest update, automatically imports and updates your customers’ invoices when you switch on Auto Sync. Rotessa then detects the outstanding invoices from your cloud accounting software and withdraws funds from your customers’ bank accounts based on invoice due dates.

Using Auto Sync

To use Auto Sync and update your customers' invoices from your QuickBooks Online or Xero account, you must first connect your customers with our integration.

Once you have sent and received their Authorization Requests, or input their bank information, you are ready to enable Auto Sync.

First, in your QuickBooks Online or Xero account, create new invoices for the present day or future for the customers you have connected to Rotessa. Select Save.

Secondly, in your Rotessa account, go to your Customers page. Find the customer for whom you wish to enable Auto Sync, select the ellipses, and Turn Auto Sync On.

Now, beside the customer's QBO badge, you will see Auto Synced.

Auto Synced customers' invoices automatically update and import into Rotessa twice per hour, on the 10 and 40 of that hour. (For example, 10:10 am and 10:40 am)

To manually override the 10/40 schedule, and see the scheduled payments, select Import Invoices.

The ability to automate your invoices and receivables will completely change and simplify your workflow.

Want a one-on-one walkthrough of Auto Sync and our integration with QuickBooks Online or Xero? Schedule a demo or send our support team an email.


rental payments, property manager

Collecting rent on time, every time

"The biggest issue we hear from landlords is the timing and hassle of collecting rents."

If you rely on your tenants to pay rent, you can wait for days, weeks, or months for the money to get into your account.

Rent Portal, the latest property management software, partners with Rotessa to simplify the way you get paid by using pre-authorized debits (PADs).

A PAD is an electronic payment method that allows you to withdraw money directly from your tenants’ bank accounts. Rotessa provides a secure, simple and quick way to schedule recurring PAD payments.

Rent Portal users receive a 25% discount on Rotessa’s flat-rate transaction fees. The fees are strictly transaction-based. So if you have no transactions, there are no fees!

Using Rotessa automates the process. So then rent just flows in, month after month, with no intervention required by either the landlord or tenant.

Taking a proactive approach in collecting rent – scheduling payments to be withdrawn automatically from the renters' accounts – saves time, money, and stress for the property manager or landlord.

With such high transaction value, PADs are the only reasonable payment solution. Flexible scheduling allows for weekly, bi-weekly and monthly transactions to be set up in advance.

Are your tenants not locked into a term agreement? Set the installments to indefinite and don’t worry about it until your customer ends their lease.

Rent Portal's integration with Housters and Rotessa allows property managers to market, manage, and collect rent all within the same space.

There are also many landlords and property managers who already use Rotessa outside of a management system

"Those that decide to use Excel spreadsheets or some other DIY solution could still use Rotessa," says Glenn Rowe, founder of Rent Portal. For these people, Rotessa offers CSV import and export features to make their life easier.

For more information on Rotessa and PADs, book a one-on-one demo or reach out to support@rotessa.com.


Accountant & Bookkeeping Partner: Janelle Charriere

Cloud-based bookkeeper, Janelle Charriere, is ready to grow her firm – just one year after opening up shop.

Through working alongside her sister, in her business, Janelle quickly found what she had been looking for in a career. "I've always liked organization and figuring things out," she says.

From Red River College, Janelle has a Business Admin diploma with a major in Accounting. She says she left college "with every intention" to obtain her CPA. But after working in an accounting firm for three years, she was "over that."

Janelle began JCL Strategies in May 2019.

Hiring and Firing the Client

A cloud-based, solopreneur, Janelle calls her own shots and chooses what type of clients she is willing to take on.

12 clients followed her when she left because of the relationships they built together. All her current clients work mostly with trades and are, as Janelle says, "Very easy to deal with."

For Janelle, a good client knows that they don't know what they're doing when it comes to bookkeeping and are willing to let go of control – let someone else do the bookkeeping – because that is not what you, the client, got into business for.

"Working at the accounting firm, you don't say 'no' to anybody. Everybody who walks in the door, wanting bookkeeping, you say 'yes' to – no matter if their books were a disaster or not. The ability to say no to someone because I don't like how they run their business or I don't think we'll be a good fit is a lovely thing."

The idea of hiring and firing clients, while new to the world of bookkeeping and accounting, is a guide for Janelle and how she manages her time and business. When hiring clients, Janelle makes it known that: "if you want things on time, you have to give me things on time."

"It has to be a relationship where we can work together – not against each other and never nagging you."

A word of mouth referral is Janelle's greatest marketing tool. She trusts the clients she loves and assumes the new sign-ups "should have the same mentality" as those lovable clients.

"It can be cool because they [tradespeople] may end up working together. So if one needs something from the other, I can be the in-between and get those files to them. I can make sure that both sides make sense." This ability to work on a project like a team is a great benefit to Janelle and her clients.

Client Requirements

Janelle's clients are also expected to use QuickBooks Online as she knows all the ins, outs, and well, she works for them! In addition to her bookkeeping practice, Janelle trains those switching to QuickBooks Online and offers training services for those who want to try out their hand at bookkeeping.

She says, though, that they soon realize "I want nothing to do with this," and they hire her for their business' bookkeeping needs.

"They know the amount of work that goes in to make their bookkeeping good."

Additionally, anyone who uses JCL will use Rotessa. If you want Janelle to do your books, your payments will be processed by Rotessa with an open authorization.

"Now I don't have to worry about chasing people for money."

In the future, Janelle is hoping to slowly grow her business while keeping the clients she has now. She wants to work with "go-getters" because "I am always trying to find better ways to do things," and doesn't want to work with traditionalists.

To learn more about Janelle and JCL Strategies, visit the website and Facebook page.


condo control central

Condo Control Central and Rotessa

Condo Control Central, with the help of Rotessa, is the smartest way to manage your condominiums.

The partnership with CCC benefits property managers and tenants as it simplifies the online payment process through pre-authorized debits (PADs).

A PAD is an electronic payment method that allows you to withdraw money directly from your tenants’ bank accounts. Within Condo Control Central, Rotessa provides a secure, simple, and quick way to collect recurring PAD payments.

Corporations that use Condo Control Central pay a flat-rate transaction fee instead of the high percentage fees from credit cards. The fees are strictly transaction-based. So, if you have no transactions, there are no fees!

Using Rotessa within CCC also automates the payment and collection process. So then, rent just flows in, month after month, with no action required by either the property manager or tenant.

To collect fees with Rotessa, property managers can sign up for PADs within their CCC account. All your property management tools – communication, record-keeping, requests, and payments – all in one place: Condo Control Central.

PADs are for more than just monthly payments. Within the platform, you can also use Rotessa to collect maintenance fees, violation fines, and amenity fees.

The ability to withdraw funds from tenants' bank accounts completely eliminates the wasted time usually spent chasing and asking for a cheque.

Already use Rotessa but want more information on Condo Control Central? Visit their website or contact their sales team.


Rotessa Roundup | June 2020

We filled June with lots of excitement. Greg, our founder, celebrated his birthday and our team added the pièce de résistance to our integrations with QuickBooks Online and Xero. It's all in the Rotessa Roundup!

1. App updates: Auto Sync invoices from QuickBooks Online and Xero

If you use QuickBooks Online or Xero as your accounting software, Rotessa is the perfect integration to simplify your receivables and get paid on time.

With our integration's latest update, you can automatically import and update your customers’ invoices when you switch on Auto Sync. This allows Rotessa to detect the outstanding invoices from your cloud accounting software and withdraw funds from your customers’ bank accounts based on invoice due dates.

To learn more about Auto Sync for Xero and QuickBooks Online, check out our Help Documents.

2. Lior Zehtser: Don't let your customers control your cashflow

Rotessa Roundup app update

You’ve heard it before: Cash is King. There should be little doubt as to why.

Business owners and accountants are trained to assess revenue, expenses, margins, profitability and a host of other metrics. These performance indicators are extremely important, but another – extremely important – metric, ‘cash on hand’ or ‘cash flow’, can sometimes be brushed aside.

While revenues and profitability are critical to operations, they don’t always tell the full story.

To learn more about creating a payment collection company culture, read the full blog from Lior Zehtser of Connect CPA.

3. Condo Control Central and Rotessa: a partnership

Calling all landlords and property managers! Condo Control Central, with the help of Rotessa, is the smartest way to manage your condominiums.

Our partnership with CCC benefits property managers and tenants as it simplifies getting paid by using pre-authorized debits (PADs).

CCC property managers pay a flat-rate transaction fee instead of the high percentage fees from credit cards.

Using Rotessa within CCC also automates the process. So then, rent just flows in, month after month, with no action required by either the property manager or tenant.

To collect fees with Rotessa, property managers can sign up for PADs within their CCC account. All of your property management tools – communication, tasks, requests, and payments – in one place: Condo Control Central.

Already use Rotessa but want more information on Condo Control Central? Visit their website or contact their sales team.

We’d love to hear from you

From all of us at Rotessa, thank you for your continued support. We are all in this together. If there is something we can do to help, please reach out. Thanks for social distancing and stay safe.

If you have any comments or feedback about any of our updates or changes, please let us know at support@rotessa.com. Your input helps us continue to make Rotessa better. Stay tuned next month for more exciting news and updates.


Five Aside: Rapid-Fire Interviews

"The only source of knowledge is experience. You need experience to gain wisdom."
- Albert Einstein

Where better to gain more wisdom than from the experience of entrepreneurs and founders – in (hopefully) less than five minutes.

With our latest video project, Five Aside, we're reaching out to these experts to hear their stories and share them with you!

Our first installment is with Chad Davis, a friend of Rotessa and co-founder of LiveCA.

Chad and his fellow co-founder Josh meet in February 2013 with the idea of combining technology and tax. Now, with over 60 remote-working employees, Chad and his family travel around the continent in their RV while he still works full-time!

Do you know an entrepreneur or founder who has tips to share? Are you a boss with plenty of experience? Reach out to our team to be a part of the next Five Aside.


In the Clouds Episode 2: At-home Edition

In the first episode of In the Clouds we were introduced to the world of Cloud Accounting.

Cloud accountants and bookkeepers are accounting professionals who have seized the opportunity, offered by cloud-based tech, to work remotely from anywhere, at any time. Many no longer work in an office building, Monday to Friday, from nine to five – making them uniquely prepared for a worldwide pandemic that has kept us all at home.

Things have changed, not only for accountants but for everyone with the worldwide spread of COVID-19. We’ve all been asked to stay home, stay safe, and keep our distance from others as we navigate a new, virtual workplace. So, as you can imagine, this episode is going to look a lot different.

Lissi reached out to four cloud accountants to get their take on our current situation and ask them how accountants and bookkeepers – on the cloud or not – can stay afloat in these uncertain times.

Subscribe for updates to In the Clouds.


Rotessa Roundup | May 2020

The month of May seemed to pass by in a flash but, somehow in the whirlwind, we managed to connect with some amazing customers and do a lot of updates behind-the-scenes.

Here's What's New

1. Visual updates to the Customers page

We love simple. Because of this love for clean, simple, and straightforward design we have made some changes to our Customers page.

These changes help you to focus on what matters: when you are getting paid.

Have any feedback on the Customers page's new look? We would love to hear it! Reach out to our team at support@rotessa.com.

2. Customer Feature: 1Up Digital Marketing

Rotessa's automatic payments help 1UP Digital Marketing focus on integration, building relationships, and results.

1UP founder, Phillip Caines, says “I was always interested in the internet." He decoded how these early search engines ranked websites and made websites until he got to the top. His first, top-ranked website was for Britney Spears!

Check out the full blog for more about the 1UP team and Rotessa.

3. Accountant & Bookkeeper Program Partner: Tanya Hilts

Tanya and her team at Cloud Bookkeeping Services are all about their clients' success. The same goes for other members of our Accountant and Bookkeeper Program.

That’s why our partnership program offers added value for accountants and bookkeepers. Expand your reach with unique promotional opportunities, offer discounted pricing to clients and receive top tier support and feedback from Rotessa.

Read the full blog with Tanya Hilts or learn more and sign up for the Accountant and Bookkeeper Program today!

We’d love to hear from you

From all of us at Rotessa, thank you for your continued support. We are all in this together. If there is something we can do to help, please reach out. Thanks for social distancing and stay safe.

If you have any comments or feedback about any of our updates or changes, please let us know at support@rotessa.com. Your input helps us continue to make Rotessa better. Stay tuned next month for more exciting news and updates.


Accountant & Bookkeeping Partner: Tanya Hilts

Since 2016 Cloud Bookkeeping Services has used Rotessa to collect payments.

"We adopted the cloud about six years ago," says Tanya, a member of the Rotessa Partnership Program. "We were one of the first 50 in Canada."

Being on the cloud didn't mean not working as a team for Cloud Bookkeeping Services. "We chose to work together even though we had the ability to work remote."

Working through a pandemic

Since the outbreak of COVID-19 in Canada, Tanya and the team have opted to work from home. Tanya admits there has been a little strain in communication since disbanding and working from home, but the tools they were already using has made for an easy-enough transition.

Tanya has now begun to work seven days a week and is taking a proactive approach to her clients' questions about government funding in light of COVID-19. With every new announcement from the government about COVID-19 stimulus money, Tanya posts a summary on social media. She says, "I didn't do it in week one and I got inundated with questions after the Prime Minister's first announcements."

"I think that if I can control the information to the clients, then I can control the clients having to contact me. It's working really well."

Tanya also focuses on strategy with her clients. "I try to reach four or five clients a day to try and figure out who qualifies for what."

For her clients who are non-essential services she says, "I help them focus on thinking outside of the box," so they can continue to operate in a remote world.

Because of Tanya and her team's incredible work ethic and customer service, Cloud Bookkeeping Services has not lost a single client.

"I've actually upsold a few people because they have seen the value we are providing because we are able to go that extra mile."

By looking after her clients' success, Tanya is able to look after her team and business.

A learning curve

Accountants and bookkeepers who were not already working at home didn't have much time to learn the cloud-based ropes. "There has been a steep learning curve," Tanya says.

"For those of us who adopted the cloud earlier, we've been having an easy time through this and then there are still many other people that are still working in physical offices."

Firms who don't have options for working virtually on taxes are struggling. Tanya says, "I think we're going to see a lot of people adopting cloud technology after this."

Cloud-based bookkeeping and accounting tools – like Rotessa – give the flexibility of working from home which, Tanya says, will probably stick around even if we go back to "normal life".

Resources

Tanya provides resources for bookkeepers with her program: Bookkeeper's Bootcamp and on Facebook. She also hosts live discussions on her Bookkeeper's Corner Facebook group on Friday afternoons (which we were very honoured to be a part of one week)!

 

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"We have to get the message out there," Tanya says.

"If we just switch our mindset and focus on customer service and our client, that will help so many people. It's really important for the bookkeeping industry."

At Rotessa, we know that your practice is all about client success. That’s why our partnership program offers added value for accountants and bookkeepers.

With the program, you can expand your reach with unique promotional opportunities, offer discounted pricing to clients and receive top tier support and feedback from Rotessa.

Schedule a demo with Cody or reach out with your questions to our support team.