Month: December 2021

Default Trancode on Charge

Default Trancode on Charge. What does that mean?

ShalomCloud has five transaction codes, three of which apply to credits. We have PD for payments; FA for Financial Assistance; and AJ for adjustments.

On the debit side, we have OW for general amounts owed, and PL for Pledges. Whether you actually use the term Pledges, or Dues, or Commitments, the idea is the same. PL represents amounts expected from the congregation.

The same arithmetic applies, identically, to both PL and OW. What is the difference, then? Primarily, three cases:

  1. When you do a financial transaction query, instead of picking individual pledge categories, you can use the transaction code “PL” to collect the pledge categories together.
  2. The Pledge/Paid gap graph depends on PL transactions for its numbers.
  3. The Pledges and Paid bar graphs, same thing.

So, given this background, how does this change come into play? When you’re explicitly creating a debit (= receivable), you explicitly choose whether to use OW or PL. However — and here’s the significance of this change — when payments come into the system, whether from the back office screens or from any of the user portals — if there is no debit for those funds, the system creates its own. That system-created debit uses the default OW/PL for the category.

Accordingly, if you now visit Configuration -> Financial Categories, you’ll see a new heading, namely “Trancode on charge.” This is where you’ll select whether ShalomCloud should record an on-the-fly debit as a PL or an OW item. Just go straight down the screen, selecting the radio button PL where it applies. Unmarked categories will default to OW, as they do today.

This is one place where you won’t need a submit button to declare the default transaction code on charge. Clicking the radio button takes effect immediately.

Same concepts, as a video, are here.

Default transaction code on charge
Default transaction code on charge

Mass Maintenance to Titles

To help bring more consistency to your data, we now have the ability to perform mass maintenance to titles. This is in the general area of maintenance for families and members.

Example: Suppose you have a mixture of Mr (no period) and Mr. (with a period). Or Dr (no period) and Dr. (with a period). Until now, you would have to change each title individually.

Newly available — within Configuration -> Titles, you’ll see a panel with the heading Mass Change of Titles. Simply enter the “from” title, the “to” title, and touch “Update titles.” In response, the system will do three things: (1) Create the “to” title if it doesn’t exist; (2) go through all the members, changing their titles; (3) delete the “from” title.

Here’s a short video demonstrating how to make mass maintenance to titles.

mass change of titles
Mass Change of Titles

See and Print School Rosters

We have an additional way to see and print school rosters.

ShalomCloud has offered a couple of ways to obtain religious school rosters. One way, to merely print a list. Another, to export the list to a spreadsheet.

With this enhancement, you can now obtain a class roster, in more of a directory format. You’ll see the student’s name, the formal name of the family, and parents’ emails and cells, and a primary phone number. Also, this style of roster gives the number of children in each grade, and a grand total at the end.

Another thing — up until now, you could select only by grade level. However, if you have children who have a grade level in ShalomCloud, but who aren’t registered in your school, they would show up on the school roster. By using the new ability to select a school, you’ll receive a more precise list.

Here’s a video that shows these new features in action.

Class roster
Class Roster