As organizations continue to streamline operations and improve member experiences, having robust systems behind the scenes is more important than ever. In this edition, we're highlighting recent enhancements designed to simplify event management, strengthen financial processes, and reduce administrative effort, all while adding power and flexibility to your toolkit. From registration and payment enhancements to improved reporting and accounting integrations, these updates help your team work more efficiently and with greater confidence.
Key Enhancements to Engagifii
QuickBooks Online Integration for
Streamlined Accounting Management
Engagifii now connects directly with QuickBooks Online, helping organizations simplify the flow of financial data between systems. With account mapping, journal entry batching, and structured posting workflows, transactional information can move from Engagifii into QuickBooks Online with consistency and ease. By mapping revenue and transaction activity to your chart of accounts, finance teams can reduce manual data entry, improve accuracy, and spend less time on reconciliation. The result is a more efficient reconciliation experience and greater confidence in financial reporting.
Registration Activity Report for Real-Time Event Insights
The Registration Activity Report gives event teams a complete view of registration performance in one place. Track total registrations, revenue, invoice activity, and participation trends while also seeing which member organizations have registered and which have not. With organization-level breakdowns, period snapshots, trend analysis, and one-click exports to Excel or PDF, teams can quickly answer key event questions without relying on spreadsheets. It’s a faster, more reliable way to monitor event success and make informed decisions throughout the registration cycle.
New Payment Registration Process Improves invoice Integrity
Engagifii now separates registration from payment processing in a new way, ensuring registrations are successfully captured before payment is attempted. This approach reduces the risk of failed or incomplete registrations caused by payment issues and eliminates unneeded invoices. All while providing a more predictable experience for registrants and administrators alike. Organizations can continue to track registrations, manage capacity, and generate invoices independently of payment status, resulting in cleaner records, improved operational flexibility, and a smoother registration process from start to finish.
Introducing New Event Tools for a Smoother Admin Experience
We’re introducing new Engagifii tools designed to simplify event management. From copying events to cleaner payment workflows and improved registration reporting, this webinar will highlight several ways we’re making events more powerful & easier at the same time.
Featured Blogs, Community Updates & More
Blogs
How Engagifii Connects Revenue Management to QuickBooks Online
Managing revenue and accounting across multiple systems can create unnecessary manual work. Discover how connecting Engagifii with QuickBooks Online helps streamline financial processes, improve reporting accuracy, and give accounting teams greater confidence during month-end reconciliation.
We've been working hard to make Engagifii more powerful, more responsive, and more capable with recent releases across several modules. Stay tuned for more!
Make sure your team is in the loop about these updates & upcoming webinars. Feel free to forward this email to anyone who might benefit.
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