Tag: queries

Financial Queries — now by household attribute

Exploring the Enhanced Capabilities of Querying Financial Transactions

Navigating financial transactions can sometimes feel like an overwhelming task, but with recent enhancements, this process is becoming more intuitive and user-friendly. Let’s explore how you can leverage these capabilities to streamline your financial queries and get the most out of your transaction data.

One of the standout features in the latest update is the ability to filter transactions with precision. If you haven’t experimented with this screen, you’re in for a treat. Let’s dive into some practical examples to illustrate these capabilities.

Imagine you want to identify everyone who owes $100 or more. Simply enter “100” into the balance field, hit search, and you’ll have a list at your fingertips. This straightforward query can save you time and effort, allowing you to focus on strategic financial decisions.

Another powerful feature is querying payments received since a specific date. By setting the transaction date from a particular point and leaving the ‘to’ field blank, the system will generate results up to the current moment. For instance, if you want to see all payments made since October 1st, this function will display all relevant transactions, providing you with real-time insights.

If you’re specifically interested in dues, you can refine your search further. Adjust the transaction date to start from July 1st and use the category filter to focus on “dues.” Whether pointing and clicking through categories or utilizing the wildcard option by typing “dues,” this feature ensures you access all dues paid since your specified date.

The most notable enhancement, however, is the introduction of household attributes. This slight yet impactful change allows you to filter financial transactions based on family attributes, such as “senior couple” or “senior single.” By selecting these attributes, you can isolate dues paid by households fitting these criteria, providing a deeper level of analysis and understanding.

In conclusion, while these updates may seem modest, they offer a powerful toolkit for filtering and analyzing financial transactions. By incorporating these methods into your workflow, you can enhance your financial oversight and make more informed decisions. Dive in, experiment, and see how these features can transform your approach to financial management.

See these features in action: short video of 2 minutes, 38 seconds.

Find Individuals by Zip Code

There is one additional field included in the member query–current zip code.
current_zip

Zip had already been available in the Family/Household query, but this brings a little more convenience to gather info about individuals.

Couple of points:

It is not necessary to enter an entire zip–if you enter 1234, the program will find persons in 12340, 12341, … , 12349.

The term “current zip” means that the query is aware of whether that person is residing at the primary or secondary address.  For example, if the primary address is within zip code 12345, with the secondary address at 98765–if the person is currently at the secondary address, asking for 12345 will not include that person.

Small enhancement to Household Query

Previously, when you selected Queries => Household (a.k.a Family), and you wanted to pull by billing status,  such as Active, Inactive, or Resigned, you were limited to

  1. selecting All,  or
  2. selecting one specific billing status.

With this enhancement, you can select as many statuses as you wish, by simply sweeping your mouse pointer over several consecutive items, or using Ctrl-click to select several non-consecutive items.

ShalomCloud Multi-select on Billing Status from Norman Snyder on Vimeo.