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:
Gift 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.
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'