Specialty View

Caselle offers add-on modules to expand the services offered to you, your customers, and your employer.

Choosing to offer these modules as ýadd-oný modules is a strategic decision because it allows you to determine the needs of your organization and build a software solution that fits you like a glove. Add-on modules grow with you. You can add extra functionality when the need arises.

Whether it’s Online Payments, Document Management, or an online Financial Dashboard, Caselle has the products to meet your needs.

Dashboard

The Caselle Dashboard is an intuitive web-based application that provides administrators, department managers, board members, and others access to the information they need to make informed decisions. This easy-to-use tool was built from hundreds of suggestions from our current users.

Eliminate the Need for Management to Learn Caselle Software.

The Dashboard is a web-based application. As a result, it is intuitive and easy to learn, just like navigating the Internet.

Eliminate Questions From Department Managers.

Critical information related to a manager’s department is available at their desktop. This includes general ledger account information, actual expenses compared to budget expenses, employee vacation and sick leave balances, and recent invoices paid.

Drill-Down Features.

The ability to drill-down from the general ledger detail to the source document, for example, invoices and check detail in accounts payable, is available in the Dashboard.

Different Levels of Security.

Restrictions can be put in place to limit access to only a department manager’s account numbers, invoices, and employees.

Gain Insight Into Crucial Data.

Modify your financial strategy based on current financial information and account expenses compared to budget. View your municipality’s financial status at a glance.

Generate Real-Time Reports.

Generate reports by accessing ýliveý data to compare budget to actual, prior to actual, projected balances compared to budget, and many more. All reports can be downloaded to PDF or Excel files.

Obtain Vital Employee Information.

Department managers can monitor their employees’ vacation and sick leave balances without involving the payroll department. Also, analyze your workforce by monitoring your cost per employee, overtime analysis, and much more.

Interfaces With

• Accounts Payable
• Cash Receipting
• General Ledger
• Payroll

Document Management

Document Management is a user-friendly module that allows you to interface Caselle to a third party document management solution. Store and retrieve documents, such as correspondence, purchase orders, invoices, employee records, confidential data, court documents, and so on.

Software Features

• Use the Viewer to display files stored in a Document Management application in Caselle’s Inquiry program.
• Use the Output tool to create files to be saved in the Document Management application.
• Use the Indexing tool to store scanned images in the correct location.

Interfaces With

• Accounts Payable
• Court Management
• Payroll

Online Payments

Online Bill Pay is a convenient, timesaving module that allows you to interface Caselle to a third party online payment provider. This option provides your customers the option of using the Internet to pay their bills. Customers value the convenience of a payment center that is always open for business. And you’ll value the reduction in late payments and improvement in customer relations.

Software Features

Import Payments From

• An Internet site.
• Third Party software.

Export Customer Information To

• Allow customers to view account information on the Internet.

Cash Receipting Interface

• Update imported payments to Cash Receipting database.
• No manual entry required.

Additional Benefits

• Increases revenue by enhancing customer compliance.
• Reduces labor costs.
• Eliminates ýmail floatý to earn interest faster.
• Transfers bad debt risk to the customer’s credit card company.
• Offers customers flexible payment options.

Interfaces With

• Cash Receipting
• Credit Card Authorization