Synagogue Finances

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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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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Automated Emails to Contributors

ShalomCloud now creates automated emails to contributors. Well, not only contributors, but also people paying any kind of commitment. And, also, payments made from the ShalomCloud shopping cart. Some background: originally, ShalomCloud was strictly a back-office utility. Appropriately, it tracked membership, Yahrzeits, and commitments and payments. Primarily, office personnel recorded those payments, most of which …

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Search Financial Transactions using a wildcard

You can now search financial transactions using a wildcard, or key-word, for the category. Especially for those of you converting from a legacy system, you may find yourself with hundreds of financial categories. Worse, the naming convention may have differed from year to year, especially if the fiscal year was part of the category name. …

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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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Recurring Payments Waterfall

Now available — the ability to change the recurring payments waterfall. What do we mean by the term “waterfall?” Like water descending from a high plateau, we’re referring to the order in which payments are applied against owed items. As a result of this change, you may now alter the course of the waterfall (to …

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Financial Categories with the Portals

This enhancement talks about financial categories with the portals. By way of background — ShalomCloud offers two payment portals: first, a public portal, where any person or organization can enter some basic information, then choose from a list of funds or categories. Another alternative is the member portal. For more information, feel free to browse …

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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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Recurring Payments in the Member Portal

ShalomCloud now offers the ability to create recurring payments in the member portal. By way of background — we have for some time offered the following capabilities, once a congregant logs in: Maintain own family’s demographic information See yahrzeits related to any member of the family Add a member to the family Pull a statement …

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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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