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.
