Financial Categories with the Portals

This enhancement talks about financial categories with the portals.

By way of background — ShalomCloud offers two payment portals: first, a public portal, where any person or organization can enter some basic information, then choose from a list of funds or categories. Another alternative is the member portal. For more information, feel free to browse these articles.

Today’s announcement, which applies to both portals, is that you can now specify exactly which financial categories should appear as choices within these portals. You may have old categories no longer used. Or you may have categories in use, but really meant only for the back-office.

In either case, you can mark any category as either Public, which means it’s on the portals, or Internal.

Here is a video showing this feature in action.

Financial categories with the portals.
Financial Category — public or internal