Month: October 2025

Financial Queries — now by household attribute

Exploring the Enhanced Capabilities of Querying Financial Transactions

Navigating financial transactions can sometimes feel like an overwhelming task, but with recent enhancements, this process is becoming more intuitive and user-friendly. Let’s explore how you can leverage these capabilities to streamline your financial queries and get the most out of your transaction data.

One of the standout features in the latest update is the ability to filter transactions with precision. If you haven’t experimented with this screen, you’re in for a treat. Let’s dive into some practical examples to illustrate these capabilities.

Imagine you want to identify everyone who owes $100 or more. Simply enter “100” into the balance field, hit search, and you’ll have a list at your fingertips. This straightforward query can save you time and effort, allowing you to focus on strategic financial decisions.

Another powerful feature is querying payments received since a specific date. By setting the transaction date from a particular point and leaving the ‘to’ field blank, the system will generate results up to the current moment. For instance, if you want to see all payments made since October 1st, this function will display all relevant transactions, providing you with real-time insights.

If you’re specifically interested in dues, you can refine your search further. Adjust the transaction date to start from July 1st and use the category filter to focus on “dues.” Whether pointing and clicking through categories or utilizing the wildcard option by typing “dues,” this feature ensures you access all dues paid since your specified date.

The most notable enhancement, however, is the introduction of household attributes. This slight yet impactful change allows you to filter financial transactions based on family attributes, such as “senior couple” or “senior single.” By selecting these attributes, you can isolate dues paid by households fitting these criteria, providing a deeper level of analysis and understanding.

In conclusion, while these updates may seem modest, they offer a powerful toolkit for filtering and analyzing financial transactions. By incorporating these methods into your workflow, you can enhance your financial oversight and make more informed decisions. Dive in, experiment, and see how these features can transform your approach to financial management.

See these features in action: short video of 2 minutes, 38 seconds.

New Simplified Aged A/R Report

In the ever-evolving landscape of financial management, staying ahead with efficient reporting tools is crucial. Today, we delve into a new option on aged financial reporting. If you’re involved in managing finances, this change is designed with you in mind.

For those unfamiliar, accounts receivable aged reports are essential for understanding who owes what, and how long those amounts have been outstanding. Traditionally, these reports could be generated by family or by category, allowing for an in-depth exploration into specific areas such as tuition fees or donations.

Introducing the New Simplified Aged A/R Report by Family

Until now, aged reports by family included both a summary and a detailed view. These options provided insights into each category for which a family owed funds. However, the latest update introduces a streamlined approach: a one-line-per-household report. This compact version offers a quicker, more efficient way to grasp the financial landscape without getting lost in the minutiae.

Understanding the Reports

  1. Summary Report: The summary report breaks down financial obligations by family, displaying each category’s owed amounts. It’s a straightforward way to identify outstanding debts at a glance.
  2. Detail Report: While more time-consuming, this report provides a comprehensive view, detailing each transaction, including pledges and payments. It’s invaluable for those needing a deep dive into financial interactions.
  3. New Simplified Aged A/R Report: The latest addition is the one-line-per-household report. This format eschews detailed breakdowns in favor of a simpler overview, highlighting ages and grand totals for each family. It’s perfect for quickly assessing who owes what over various time frames.

The Importance of the ‘As Of’ Date

A pivotal aspect of these reports is the ‘as of’ date, which allows you to tailor your view to specific time frames—be it future projections or retrospective analyses. Adjusting this date ensures you capture the most relevant financial data, whether you’re looking at past transactions or future projections.

New Simplified Aged A/R Report

Enhancing Financial Oversight

This update not only simplifies financial tracking but also enhances your ability to manage and strategize around outstanding debts. By providing a concise, clear view of financial obligations, it empowers you to make informed decisions quickly and efficiently.

We hope this new feature proves invaluable to your financial operations, offering a streamlined path to understanding and managing accounts receivable. Whether you’re a seasoned finance professional or new to the field, this update is designed to make your task easier and more efficient.

See the full video: Aged Accounts Receivable