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 “must-have” items for this process. One — the actual tax letter. Two, an email template entitled, specifically, “send_tax_statement_link.” If you already have a “send_statement_link”, you can copy that one, and change it for tax purposes.
Here is a video showing the tax email process in action:
ShalomCloud now offers QuickBooks Desktop integration.
For some time, we have supported near-real-time integration with QuickBooks Online. By that, we mean that, within minutes of posting financial activity in ShalomCloud, that activity appears in QuickBooks Online. This is a cloud-to-cloud integration, and one that seems to follow Intuit’s implied direction. (For a comparison between QB Online and QB Desktop, please see this chart.)
However, in talking to customers and prospective customers, we have learned that QuickBooks desktop maintains its popularity. Therefore, we developed the Desktop integration.
Basically, there are three steps involved.
Step 1–export your chart of accounts from QB Desktop, and import that chart into ShalomCloud.
Step 2–map your ShalomCloud categories into the QuickBooks chart. Then, after going about your normal financial posting,
Step 3–create the extract to QuickBooks Desktop.
The explanation above appears daunting–but it’s actually a simple process, as illustrated in this video, which walks through all the steps. In reality, it may take some careful thought to get the mapping just right. After that, though, the normal, day-to-day process just involves one link–to export financial activity from ShalomCloud–followed by importing that file into QB Desktop.
If you’d like to specify custom marginson your hard-copy letter templates, that is now available. The adjustment goes down to 1/72nd of an inch–in other words, to declare a two-inch left margin, you’d put 144 (2 x 72) as the left margin; to specify a one-inch right margin, enter 72, etc.
Some other minor additional capabilities:
Bold, italic, and bold+italic characters in any of the available fonts.
Ability to suppress ShalomCloud-generated headers.
Ability to suppress ShalomCloud-generated footers.
Ability to print current date in various representations, such as June 30, 2018 and 6/20/18.
Here is a small collection of keyboard commands that potentially could save the reader time, compared to constantly alternating between the mouse and the keyboard. I can’t guarantee that these will work on all operating systems, all browsers, but it’ll take about two seconds to find out in each case:
Instead of pointing and clicking to your browser’s address bar, just use <Ctrl>L .
Instead of scrolling to the bottom of a long document, whether Word or Google Docs, use <Ctrl><End> .
Conversely, if you’re at the bottom of a long document and you want to go back to the beginning, instead of grabbing the scroll bar and dragging up, use <Ctrl><Home>.
To go back one screen in your browser, Instead of grabbing the mouse and aiming at the small back arrow, use <Alt><left arrow>.
If you’re fond of tabs in your browser, instead of clicking to go from tab to tab, use <Ctrl><Page up> or <Ctrl><Page down> .
If this list looks daunting, I’d suggest picking any one of these shortcuts, and trying it for a week. It’ll quickly become a habit, and you’ll find yourself incrementally more productive.
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 president of the Sisterhood, and you want an up-to-date roster of your members. ShalomCloud provides a tagging system for any and all members. By means of that tag (or “attribute”), you, the president of Sisterhood, can log into the system from your smart phone, pull down a spreadsheet of Sisterhood members, and call them via tapping the phone number–or send an instant email, right from within the software.
You’re the comptroller, treasurer, or anyone else who handles incoming funds. With ShalomCloud, you have the ease of booking financial activity, and having it flow through QuickBooks Online immediately. Thus, you are freed from having to periodically download activity from the synagogue management system. Furthermore, having an immediate update should dramatically reduce the complexity of reconciling the two systems.
Building on the point above–you’re the Executive Director, and you’re looking for ways to reduce manual, repetitive tasks among your personnel. With ShalomCloud, you can, at your discretion, allow your membership to make payments online, which flow directly into the software. As a result, there will be less time spent taking phone calls with credit card instructions, and less time spent opening envelopes and applying payments.
You’re on the Board of Directors, and you want multi-year running totals, by family, of pledges and payments. And you want a yearly summary along with it. Sure, if you’re familiar with pivot tables in Excel, and if your software can dump down its history in a usable format, you can achieve that goal. But with ShalomCloud, the work is done for you–at the touch of button, it creates a six-year trend report, by family, for any set of categories.
This is certainly not an exhaustive list. Rather, your author has sought to take what may be an abstract concept (“it’s in the cloud”) and put paint to the canvas, so to speak, to provide concrete examples of how our software would benefit your entire organization.