Tailored for Your Municipality
Tailored to Your Municipality
Every Canadian municipality has a unique mix of revenue types, GL chart of accounts, payment terminal providers, satellite office locations, and reconciliation workflows. Civic Receipting provides a robust, PCI-compliant foundation — then adapts to your specific revenue operations. No two deployments are identical because no two municipalities collect revenue identically. With a full source code licence, your customization options are limitless.
The Journey
From Fragmentation to Clarity
Discover
Map your processes, pain points, and integration landscape
Configure
Build workflows, forms, and routing rules on existing modules
Deploy
Phased rollout with role-based training and hypercare support
Evolve
Quarterly reviews to refine and expand as your needs grow
Philosophy
Our Approach to Customization
Civic CRM is built on the principle of configuration over customization — empowering municipalities to tailor the platform without costly custom development.
Approach 01
Configuration Over Customization
Most municipal-specific requirements are addressed through configuration — not custom code. GL account mappings, payment allocation rules per subsidiary module, miscellaneous revenue catalogs, cash drawer float amounts, terminal assignments, cashier permissions, receipt templates, and reconciliation workflows are all configurable through the administration console without developer involvement. This keeps your total cost of ownership low and ensures you can modify your setup as revenue types and processes evolve.
Configuration Patterns
How Municipalities Tailor Civic CRM
From bilingual interfaces to ward-based routing, explore configuration patterns designed for Canadian municipalities. Filter by base module to find relevant patterns.
Implementation
Your Customization Journey
A structured, transparent process that takes your municipality from requirements gathering to a fully tailored deployment. Click each phase to explore.
Phase 1 of 6
Discovery & Revenue Mapping
2–3 weeks of structured workshops with treasury, finance, front-counter supervisors, and IT to document current revenue types, GL chart of accounts, payment terminal infrastructure, satellite office locations, and reconciliation workflows.
Phase 1 · 2–3 weeks
Discovery & Revenue Mapping
2–3 weeks of structured workshops with treasury, finance, front-counter supervisors, and IT to document current revenue types, GL chart of accounts, payment terminal infrastructure, satellite office locations, and reconciliation workflows.
Phase 2 · 4–6 weeks
Configuration & GL Setup
3–4 weeks of platform configuration — GL account mapping per revenue type, payment allocation rules per subsidiary module, cashier permissions, cash drawer float amounts, terminal assignments, receipt templates, miscellaneous revenue catalog, and reconciliation workflow setup.
Phase 3 · 2–3 weeks
Terminal Provisioning & Integration
2–3 weeks of payment terminal procurement, P2PE key injection, semi-integrated testing, and integration with subsidiary billing modules (Civic Tax, Utility Billing, Recreation, Permits). Bank file import format configuration. Online payment gateway connection.
Phase 4 · 2 weeks
User Acceptance Testing
2 weeks of role-based testing by cashiers, supervisors, and finance staff using real-world payment scenarios: multi-account payments, split tenders, voids, reversals, NSF processing, EOD close, and batch reconciliation. GL posting verification against chart of accounts.
Phase 5 · 2–3 weeks
Training & Phased Go-Live
Role-based training (cashier, supervisor, finance, IT admin) followed by phased go-live: main office first, then satellite offices and recreation centres. Dedicated support during the 60-day hypercare period with accelerated response times.
Phase 6 · Ongoing
Continuous Optimization
Quarterly business reviews to assess cashier performance metrics, reconciliation efficiency, GL posting accuracy, revenue analytics adoption, and plan feature enablement (mobile POS, self-service kiosks, digital receipts) as your team's requirements evolve. Source code access means optimization never requires vendor engagement.