Latest Enhancements

• Recurring Payments -- Mostly Review

  Recurring payments -- waterfall vs allocation.

• Save Your Financial Queries

  Now available -- saving financial queries

• Save Your Queries

  Now available on Yahrzeit queries -- save the filters and the checkboxes

• Audit Trails

  New audit trail on changes to security profiles

• Produce Labels with Statements

  How to produce mailing labels when you produce paper statements

• More Flexible Donation Acknowledgements

  How to send different donation descriptions to the contributor, vs. the notifee

• 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