Our newest feature, Bulk Billing, comes into play when you want to create many receivable transactions, for the same amount, in the same category.
Probably the most typical example would be a pledge drive. Let’s say you have a standard membership of $1000 and a Young Member rate of $300. With ShalomCloud, you can designate memberships by billing status, by family attributes, or by some combination. Then, using this feature, you can create pledges with just a few mouse clicks.
Or, let’s say you’re accepting orders for sets of Lulav and Etrog. Accordingly, you could create a family attribute called, fittingly, “Ordered Lulav and Etrog.” As the orders come in, you could simply assign that attribute to the respective families. When the ordering period closes, you could use the Bulk Billing feature to create a receivable for each order, all at once.
There are two pieces to this enhancement. First–under the Configuration menu, you can designate your various sources of income. Cash, check, and credit cards done via ShalomCloud are automatically included. Then, as you enter financial activity into the system, you can pull down any of those sources of income, type in a reference number, and enter the amount.
Second–at a time of your choosing, go into Financial -> Deposit Assistant and enter a date range. You’ll immediately see all the activity in the date range, broken down by category, with subtotals by category and by source of funds. At the end, there will be a grand total.
Last–you can print, or save to PDF, this deposit report.
On the Queries => Families (for some, Queries => Households), the checkboxes on the right now apply to the printing of both envelopes and labels. Prior to this time, the checkboxes pertained only to envelopes, while the program printed labels for every family that met the search criteria.
Bulk change of family status: when you run a family/household query, you will now see a button on the bottom left of the screen. That button enables you to change the status of any families that you check. For example, you might query for all families with attribute “moved away.” From there, in one step, you could change all of those families to a status of “Inactive.”
On family/household queries, you can now pull lists of families who do not have a certain attribute. There is one example in the video above. Here’s another example–suppose you want to do a paper mailing, appealing to raise funds for a new roof. You maintain an attribute called “Founding Families,” to whom you might make a personal appeal. You would want to exclude from that query the Founding Families, so as not to send them the general appeal communication.
Likewise on individual member queries. There is a good example in the video, namely pulling a list of ladies in your congregation who are not in the Sisterhood.
If you print labels from the member query screen, the first line of the label now shows the individual member name, rather than the family formal name.
On the household/family query screen, you can now query by date resigned, and by reason for resigning.
For the notes/memos–you can now receive an email with your individual tasks that are past due (which appear in red), or due within the next seven days. Your administrator can determine the timing and frequency of those “push” emails–for example, the system can send the emails at 11 pm, seven days a week; or, if that seems too often, perhaps 5 am Monday through Friday.
Pertaining to Yahrzeits, where some notifications are by Hebrew date, while other notifications are by Gregorian date–a single export button now gives you two tabs. The first tab matches the top part of the screen; the second tab matches the Gregorian portion of the screen.
When producing a directory, beside each email address is the person’s first name.
In addition, there is one change intended to solve a reported problem that manifests itself as the cryptic message “502 Bad Gateway nginx/1.12.1.”
We have added middle name and suffix to the fields available on the individual person records:
These fields are also available for update in the user portal. Moreover, with the recent addition of the audit trail, synagogue administrators can now find the source of every update–the who, what, and when of updates to any of the family/member information.