Realizing that this is fairly dry material, we nonetheless wish to mention several small enhancements within the Yahrzeit capability: ShalomCloud has for some time offered "tags," alternatively dubbed "attributes," for Households and individuals. Yahrzeits can also now be associated with tags....which means you can also query and report by those tags. If your congregation maintains … Continue reading Next set of Yahrzeit Enhancements
ShalomCloud has, from the outset, provided the ability for the congregation to create letter templates, used primarily when acknowledging donations and sending Yahrzeit notifications. Moreover, the software exposes a letter preview for each contribution letter, which the office can use to override the letter template for that specific missive. However, until now the letter heading … Continue reading Expanded capabilities on acknowledgment letters
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
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.
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?
Last week's post mentioned free web hosting available for affiliates of the United Synagogue for Conservative Judaism. Fortunately, there is a parallel offering for affiliates of the Union for Reform Judaism (URJ). Visit the Marketing and Communications page on the URJ site, and scroll down a bit to the section entitled Websites. There you can … Continue reading Free web hosting for affiliates of URJ