Month: July 2019

Archive Financial Categories

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 …

Archive Financial Categories Read More »

Contribution Portal — card fees

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 …

Contribution Portal — card fees Read More »