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.

As seen in the December, 2018 post, you’ve had the option of asking your contributors if they’d like to absorb card processing fees, bundled into their contribution.  As originally set up, you could determine:

• The percentage to be recovered
• The per-transaction amount to be recovered
• The actual phrase or sentence that asks whether the contributor would like to absorb the fee.
• Your choice as to whether the default would be yes or no.

With today’s change, you’ll have the option of automatically including the fee.  In this case, the contributor would not have the option of declining.

Here’s a short (4 minute) video illustrating how this works.