Here in one compressed article is a list of recent changes. Some of these have merited their own independent post. Where that’s the case, you’ll see a link to that article. Otherwise, we’ll show a short explanation of the change.
On Queries => Financial Transactions, you can now enter a check number, check amount, or both. So, for example, if someone says, “I mailed in check 1234 for $85.00,” you’ll be able to quickly track whether you received and posted that check; and you’ll be able to tell at a glance the categories to which that money was applied.
On Queries => Financial Transactions, if you export data, you’ll see two changes:
- The export now contains the family’s formal name
- Debits (charges) and Credits (payments) appear in separate columns.
On Financial => Statements, the choice of which statements to print had been limited to either everyone, or any one specific family. The point of the “one specific family” was to handle the case where you may have reapplied a transaction, and wanted to produce an updated statement. Or, of course, if the family did not receive the original statement, and wanted a replacement. Now, as is the case with the directory, you can more finely select who will receive statements. You can select by billing status, and/or select by family attribute.
On Queries => Produce Directory, you can now select which families appear in the directory. You can select by billing status, by family attributes, or a combination. Also, if you mark the family with a special attribute named _EXCL, the program will exclude that household from the directory. Moreover, the Exclude attribute overrides all the other selection criteria.
When sending emails from Queries => Members, you now can choose from your own defined set of sender email addresses, in addition to your logged-in ID. Please see this blog post devoted to this topic.
The Turnaround Document offers the flexibility to either print it or email it. In early January 2019, we added the capability to print the Turnaround Document only for those families with no email address.
From Queries => Yahrzeits, you can now produce a formatted report, meant to provide lists of Yahrzeits read from the Bimah. Please see this blog post for details and report options.
In ShalomCloud, each Yahrzeit “notifee” can choose notification by Gregorian date, by Hebrew date, or none. Because of this, we show Yahrzeits by both sets of dates. However, if your congregation has all notifications set to Hebrew date (or none), the Gregorian portion will not appear.