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.
Now available–individuals can access their information directly. This first rollout of the user portal has two capabilities:
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.
