Month: August 2019

Reassign Categories

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 …

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One Donation Letter per Household

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 …

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Payment Portal for Receivables

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 …

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