RenewalTracker - Renewal Tracking Software - Features

Secured log-in, role-based privileges and specific user assignment access.
Manage an unlimited number of renewal items within user-defined time horizons such as 15, 30, 60, and 90 days.
Track key item details including paying authority, invoice and related payment information, accounting codes, user-defined fields and renewal history.
Search, print, export and e-mail renewal items.
Instantly generate forms such as check requests and other correspondence that contain custom item details.
Store electronic documents for any item allowing instant access to supporting documentation.
Set e-mail reminder notifications detail upcoming renewal item due dates.
As an administrator type user, manage all of RenewalTracker’s key features and information online.

Information is secured using Secure Socket Layer (SSL) protection providing 256-bit data encryption.
Quick access to items needing immediate attention across authorized locations.
Easily filter renewal items to display or perform an advanced search.
Display address and contact information at various levels.
Immediate access to items due within user-defined time horizons.
Summary overview of items including item status visual indicators highlighting those needing immediate attention.
Easily navigate to all authorized renewal items.
E-mail item information to others, export item details to Microsoft® Excel® and more.

View Dashboard

View Calendar

Capture general renewal item information including type, name, number, coverage period, frequency, vendor/authority and comments.
Track renewal item information including status, due date and associated amount.
Create and manage user-defined renewal item fields to capture additional information used for tracking and workflow processing.
Manage renewal item PO, invoice and payment information for a complete view of the entire payment process.
Assign accounting codes for detailed payment tracking and reporting.
Associate and store electronic documents with the renewal item, allowing instant access to supporting documentation.

View Item

Email reminders are created and sent to desired recipients which can include internal and external parties
Daily Item Summary emails sent to authorized Users per their desired schedule detailing items coming due
Item Reminder emails sent to desired recipients per the designated schedule ensuring all required parties are notified and can take necessary action
Email messages can be configured to include the desired subject and body text, the required item information, and other company branding information such as a logo and customized links to personalize

View Item Summary Email

View Item Reminder Email