From the member query screen, you can now print labels specifically for members selected by checkbox.
Prior to this relatively small enhancement, if you wanted to finely select your audience for labels, you’d have to make a member attribute, and tag the selected members with that attribute.
Now, you can create an ad hoc set of labels, just by checking or unchecking names that appear in the query.
Here’s a two-minute video showing how to use this new feature.
ShalomCloud now has available four aged accounts receivable reports.
The four reports are:
If you’ve entered Due Date in the charge, that is the field that determines the age of the receivable item. Lacking due date, the system chooses effective date. Lacking effective date, it’ll fall back to the date the transaction was entered.
There is also a selection to include fiscal year in the categories. Here’s what that means. If you already include the year in your categories–that is, if you set up new sets of categories each each, then you won’t need to include fiscal year, because it’s already there.
On the other hand, knowing that ShalomCloud carries an explicit, separate field for fiscal year, you may adopt the practice of not setting up new categories each year. In that case, if you wish to separate the commitments by year, you would want to include fiscal years on the reports.
Here’s a six-minute video that runs through how to create these reports.
This is an instructional article on how to reassign payments.
To explain, let’s run through a typical example.
Let’s say you’ve created outstanding items for two categories — a pledge for $800 and religious school tuition for $400.
A check arrives for $50, and you’ve applied it to the pledge, leaving a pledge balance of $750.
The video steps through how to find the $50 payment, and how to reapply it to the school tuition. The result would be a pledge balance of $800 and school tuition balance of $350. View the video
There’s a new feature available in regard to recurring payments.
Previously, there were only two time periods for recurring payments–weekly or monthly. Now, though, you can specify the number of weeks or months between payments.
For example, if you specify a month-type payment, but with an interval of 3, that charge will happen every 3 months.
If you’re unfamiliar with the whole idea of recurring payments, as implemented within ShalomCloud, you’ll likely find this video helpful.
It is now possible, and rather easy, to copy email and letter templates.
In both cases, the procedure is simple. Under the Configuration menu, go to either letter templates or email (a.k.a. multipurpose) templates. From the list, choose the new link that says Copy.
The system will duplicate the document, appending a -copy to the name. You can then edit the document as usual.
Here’s a short video showing the feature in action.
We now have the ability to send statements by email.
Taking our cue from banks and brokerages, we’ve opted not to send the actual statement by email. Instead, we send a rather long link that, when selected, takes the congregant directly into that family’s statement.
There are a few very simple setup steps:
You are now able to reassign categories for financial transactions. That is to say, if you have an obsolete category, and you wish to move all the activity to a new category. you can now do so in one action.
If you wish, you can delete the old category once the activity moves.
Here’s a two-minute demonstration of this feature.
Frequently, when congregants make contributions, they include requests to inform others about the gift. Until now, the system dutifully created precisely one letter per individual. For example, if David Davies contributed $18 to a fund, and wished to inform Earl Everett and Eva Everett about the contribution, the system produced a letter to David (as the contributor), a letter to Earl, and a letter to Eva.
With this change, the system recognizes those cases where the honorees reside in the same household, and produces one letter per household
This video illustrates a case, where, in fact, the last names of the honorees are different, but reside in the same household. You’ll see in the video one letter to the honoree’s household.
The payment portal, sometimes called the non-logged-in portal, and sometimes called the contribution portal, has a new wrinkle.
Until now, the portal was purely a means to accept contributions. Now, though, if you do indeed create charges for items such as school tuition or pledges, you’ll see the portal looking for such receivables against which it will apply payments.
Sounds awfully wordy and complicated. Please watch this short (3m, 42s) video to see how this works.
Primarily to control what appears in the two user portals, you now have the ability to archive financial categories.
What do we mean by “archive?” You might think of it as a way to retire a no-longer-used category. Or, perhaps, you might have categories that you use internally. In fact, if your organization is more comfortable with a term such as “close” or “make private”, we can accommodate that wish quite easily.
The main point is simple–when you archive financial categories, those do not show up in either the general payment screen or the logged-in user portal.
For more background on the portals, please see these articles.
Here is a video (3:40) that shows how to archive a category, and its effect on the contribution portal.
