We now have a convenient, straightforward way to handle those situations where you have a third-party payer. By that, we mean cases where your congregant owes for dues or school, for example, and someone volunteers to pay on their behalf. To enter the third-party payer, you’d use the same screen as always. There’s simply a …
We now offer the ability to allocate recurring payments. That is, within a single payment, to specify exactly what to apply to any and all outstanding items. Thus, you can now pay against categories such as pledges, school tuition, and a security fee, concurrently. A little background: When we first rolled out recurring payments, the …
Monthly statements now have an option to include a payment tear-off at the bottom of the statement. We at ShalomCloud have done much to enable electronic statements and electronic payments. However, inevitably, a segment of your congregation prefers to deal with paper statements and paper payments. Accordingly, you now have the option of including a …
Now available — mass change for relationship phrases. Suppose in your list of Yahrzeits, you have some inconsistencies. Brother and brother. Sister-in-Law and sister in law. Of course, you wouldn’t want to change them one by one, to match your preferences. Now, in one easy step, you can change all the relationships from one phrase …
We’re rolling out a new feature for statements, dubbed “Link to Pay.” Some background. For some time now, we’ve offered the ability to send statement notifications by email. The statement notification has a link, that enables the congregant to pull down a statement. That statement is exactly what would have appeared if you’d printed it …
We have five enhancements to show and explain. In no particular order, they are as follows. On the member query, you can now enter part (or all) of a family code as your search criteria. This might be especially useful if you’re intending to send an email via ShalomCloud to members of a specific family, …
ShalomCloud now creates automated emails to contributors. Well, not only contributors, but also people paying any kind of commitment. And, also, payments made from the ShalomCloud shopping cart. Some background: originally, ShalomCloud was strictly a back-office utility. Appropriately, it tracked membership, Yahrzeits, and commitments and payments. Primarily, office personnel recorded those payments, most of which …
When a congregant passes away, there are a number of tasks to take care of. Until now, we provided a list of those actions, which you had to perform one by one. With this enhancement, we have streamlined that process and automated quite a few steps. Where the steps do require manual input, we’ve gathered …
We have a couple of yahrzeit enhancements that may be quite useful, depending on your situation. yahrzeit enhancements 1: Date range change Until now, when you keyed a date range to pull yahrzeit lists, that range had to be entirely in the future. If you entered a date in the past, the system assumed you …
You can now search financial transactions using a wildcard, or key-word, for the category. Especially for those of you converting from a legacy system, you may find yourself with hundreds of financial categories. Worse, the naming convention may have differed from year to year, especially if the fiscal year was part of the category name. …
