Category: contributions

October 19, 2017 contributions by

New User Role: FinanceViewOnly

This new role is designed for staff who need to view summary reports for contributions, but not perform data entry or view contribution data for ...
October 11, 2017 Admin Feature by

Giving Change SQL Script for One Fund

This new recipe lets you specify a Fund in the script, so you can track giving changes for donors to just that Fund. Our other ...
September 27, 2017 contributions by

One Page Giving with a Twist

If you are familiar with our One Page Giving option for online giving, you know that this presents all fields on one page – the ...
September 21, 2017 contributions by

New SQL Report Recipe on Totals by Fund Report

This new report is a SQL recipe named Totals by Fund Payment Type. The purpose is to give you a breakdown of your online giving ...
May 25, 2017 Admin Feature by

New Role for Finance Data Entry

Thanks to our friends at Rutgers Community Christian Church in New Jersey who sponsored this project, we now have a new user role available. It ...
April 24, 2017 contributions by

Giving Percent Report for Organizations

The OrgGiving report is a SQL script for which we have a recipe in our documentation. It is designed to give your finance leadership (it ...
March 21, 2017 contributions by

Failed Recurring Giving

If your church is using online giving, there will be times that a donor’s recurring giving will fail. This will be due to one of ...
March 15, 2017 Admin Feature by

New Bundle Report Recipe

It seems we have been blogging about new features for finance users a lot lately. Sometimes that is just the way it goes. This post is ...
March 6, 2017 contributions by

Contributions: 3 time-saving tips

Over a year ago (Jan. 2016) I blogged about 3 changes on the post bundle page that make posting contributions easier for you. We have ...
February 22, 2017 Changes by

Managed Giving Report

Finance users – did you notice a few little additions we recently published to the Managed Giving Report? You can now see more information about a ...
February 21, 2017 contributions by

Change re Batch Dates & Reports

We recently made a slight change in how the Totals by Description and the Reconcile Reports work on the Transactions Log. Now, if you do ...
February 2, 2017 contributions by

Export Contributors with Statements

We designed the contribution statements to fit in a #9 window envelope to make it easy for churches to fold and stuff them without having ...
January 13, 2017 contributions by

2016 Year-End Giving Statements

You probably do not need reminding that it is time to send out the annual contribution statements. Giving is an act of worship and not ...
November 7, 2016 contributions by

Multi-Page Contribution Statements

It’s already November, so I’m sure there are some of you that are already thinking about those year-end contribution statements. If you are in that ...
November 2, 2016 contributions by

Managed Giving Report-Delete Giving

We just made a change that allows a user with Finance role to delete someone’s Managed Giving from the Managed Giving report. This is located under ...
September 26, 2016 contributions by

New Email Replacement Codes for Pledges

We just published two new email replacement codes. One is for the amount of a pledge to a specific fund. The other is for the ...
May 3, 2016 Admin Feature by

One Page Giving Option

We now have another option for online giving. It is One Page Giving. It works like the normal Special Giving, in that you have an ...
April 20, 2016 contributions by

Seeing Red-It’s a Good Thing!

Finance users, this is for you! We found one more thing that slipped through the cracks with the new UX last year. Previously, on the ...
April 13, 2016 Admin Feature by

More? Yes, More SQL Reports for Finance

Let’s pick up where we left off. In our last post, we told you about several new search Conditions and about a new SQL Report. ...
April 12, 2016 Admin Feature by

New Features re Giving and Pledging

Finance users listen up! We have several new items that will be of interest to you. Let’s start with Search Builder. We have the following new Conditions: ...