As you're gathering momentum (or just starting) to prepare for the holidays, allow me to recommend something a tad bold and different, but which should help mightily. Does this describe your situation? (1) Many events to orchestrate and coordinate; (2) Several people, and several committees, with varying responsibilities; (3) A mix of professional staff, office … Continue reading Organizing for the High Holidays
This article has nothing to do with ShalomCloud, but rather is a general technology-related tip that may help the reader in ordinary daily activities, both professional and personal. Have you heard of IFTTT (If This, Then That)? IFTTT offers a way to integrate disparate applications. A couple of examples: Example I: For those with Apple … Continue reading A handy productivity tip
We have broadened our payments function to include recurring payments. There are some rather sophisticated ideas implemented herein: Validates the card information immediately Shows you all the unpaid items for a selected family Drag and drop(!) the order in which you'd like to pay the outstanding items (thus establishing a waterfall). Select a payment frequency … Continue reading Recurring Payments Capability Added
Visualization! ShalomCloud now provides various ways to depict your data. This initial rollout includes: Families joining, by year Pledged amounts and owed amounts, by year Pie chart of revenue by category "Burndown" chart--month by month cumulative totals of pledged and paid amounts. Here's a five-minute video showing this feature in action.
Let's say you've heard about this ambiguous idea dubbed "the cloud," and let's say you're in tune with the idea of running your organization on applications that don't reside on your computers, or within your premises. With those givens, what specifically can ShalomCloud do for you? Let's run through a few real-world examples: You're the … Continue reading Any cloud or this cloud?
The Hebrew calendar is tricky. Seven years in each nineteen-year cycle, an extra month is added. Furthermore, months can vary in number of days, from year to year. Special care is needed for cases where The congregant knows only the Hebrew month and day, but not the year The Hebrew month is one of varying … Continue reading Handling Yahrzeits
An opinion based on decades of dealing with programs and users (please forgive the virtual yelling): It's your data. Your should be able to extract it into a spreadsheet at any time. Too often, purveyors of software make you a prisoner of their environment, because your data is locked inside their database. As a trivial … Continue reading Import and Export
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. They can view outstanding pledges, contribute new funds, and even place a credit on file. They would choose … Continue reading Announcing — Member Portal, Part II
Now available--individuals can access their information directly. This first rollout of the user portal has two capabilities: Maintain your own demographic information--name and address, anniversary date, birthdays, cell phones and email addresses, Bar/Bat Mitzvah dates, et al. Bring up your up-to-the-minute statement, showing all outstanding balances, and all payments during a time interval of your … Continue reading Newest Feature — the Member Portal
Apparently many synagogues use QuickBooks for their general ledger, with their chosen synagogue software acting as a subledger feeding into QuickBooks periodically. While many synagogue leaders understand the benefits of cloud-based synagogue management software, they often cling to desktop-based accounting software. This is non-optimal. Perhaps it's not widely known that a cloud-based version of QuickBooks, … Continue reading Have you considered QuickBooks Online?