Latest Enhancements
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Audit Trails
New audit trail on changes to security profiles
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Produce Labels with Statements
How to produce mailing labels when you produce paper statements
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More Flexible Donation Acknowledgements
How to send different donation descriptions to the contributor, vs. the notifee
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Streamline Yahrzeit Notifications by Email
If you've ever clicked Send on your Yahrzeit notfications, and then waited for a response, with no real sense of how long it would take to finish -- this update is for you
- Printed Letters for Individuals
- Override Account to Debit on Payment
- Enhancing Family Management with Discard / Un-discard
- Exploring the Enhanced Capabilities of Querying Financial Transactions
- New Simplified Accounts Receivable Report