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April 2022 Updates

Finance Updates

The new Finance module released in March has received great feedback and we are really pleased with the response!  We've added a number of minor enhancements and will continue to do so over the coming months:

Selecting a donor when adding a transactionGift Aid Listing - this now shows the number of donations as well as the number of donors

Access - we've now made the Access area more intuitive so that View has to be selected before any of the higher access is given. 

Search for an existing Donor when processing a transaction from the Transactions tab - A new search field allows you to search for a donor if you do not have their giving id or you want to check they do not already exist. The donor details will then be added and the card/ direct debit donation will be associated with that donor. 

 

To Do list

Finder Queries - now allows special characters to be added to the name.  We've also added a new Finder query so you can search for when a custom field is 'empty' or 'not empty'

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