Search Results for: statements

Running Statements

Running statements can tie up your screen for much more than a few seconds. In fact, if statements take more than two minutes, you’ll see a message about a Gateway timeout. In order to avoid this, we are now processing statements as a background job. What does this mean to you? First of all, as …

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Option in the Periodic Statements

There’s a new option in the periodic statements. That is, if you use the financial capabilities of ShalomCloud, you’ll see two sections in the statements. The upper part shows owed items and anything paid against them; while below that is an area of recent payments. If you choose, you can now exclude the lower portion. …

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Tax Statements by Email

You can now send links to your memberships’ tax statements by email. For some time, ShalomCloud could send tax statements by printed letter. As with the periodic statements, you can now send links by email to your members. By accessing the link, each member can see, print, or download the tax statement. There are two …

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statements by email

Statements by Email

We now have the ability to send statements by email. Taking our cue from banks and brokerages, we’ve opted not to send the actual statement by email. Instead, we send a rather long link that, when selected, takes the congregant directly into that family’s statement. There are a few very simple setup steps: Make an …

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Third-party payer

Third-Party Payer

We now have a convenient, straightforward way to handle those situations where you have a third-party payer. By that, we mean cases where your congregant owes for dues or school, for example, and someone volunteers to pay on their behalf. To enter the third-party payer, you’d use the same screen as always. There’s simply a …

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Payment Tear-off

Monthly statements now have an option to include a payment tear-off at the bottom of the statement. We at ShalomCloud have done much to enable electronic statements and electronic payments. However, inevitably, a segment of your congregation prefers to deal with paper statements and paper payments. Accordingly, you now have the option of including a …

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Link to Pay

We’re rolling out a new feature for statements, dubbed “Link to Pay.” Some background. For some time now, we’ve offered the ability to send statement notifications by email. The statement notification has a link, that enables the congregant to pull down a statement. That statement is exactly what would have appeared if you’d printed it …

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Statement Options

This enhancement includes a number of statement options. Note that you need not change anything, unless you wish to avail yourself of one or more of these options. Current Options Currently, the name and address of the synagogue, along with phone number and website URL, appear at the bottom of the statement. If you’d like …

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Recent Changes

Here in one compressed article is a list of recent changes. Some of these have merited their own independent post. Where that’s the case, you’ll see a link to that article. Otherwise, we’ll show a short explanation of the change. Financial On Queries => Financial Transactions, you can now enter a check number, check amount, …

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Announcing — Member Portal, Part II

As of last post, congregants could update their demographic information–name, address, phone, email, birthday, et al.–and could pull statements for any time interval.   Added to that capability, members can enter financial activity directly into the system.