2. See Deposits AND Credits on the Online Deposit Reconciliation report
We added a summary of deposits and credits below the net deposit and fees covered on our Online Deposit Reconciliation report. In addition to making it easier to see the impact of refunds, some banks prefer reporting in this manner.
3. Recognize serving team and staff anniversaries
We added Month as an option under the Group Join Date Range filter so that you can run a report that recognizes the months someone was added to any group, but especially serving team and staff groups.
Save and schedule this report to run every month so that you have an automated reminder to celebrate anniversaries based on a given month.
Find this under Filters > Group Involvement under Group join date range.
4. Payment reminders are sent to both children and parents
Our best practice for youth and child registrations is to register parents first and children secondly. (
More Info) A recent upgrade will text linked parents when a payment reminder is sent through the child registration group.
5. Volunteer substitute list shows non-adult roles
Volunteers being able to select their own substitute is a favorite feature. Children's ministry often includes older children and youth volunteers. To help volunteers recognize that more easily, we added a tag to the substitute list that identifies substitutes that are not adults.
6. Taking attendance from an emailed link or the Member App
The "Completes Meeting Reports" group column option has been renamed "Attendance and Group Access". Selecting "Yes" for a person in a group gives that person access to take attendance from the emailed reminder and gives them access to that group from within the Groups section of App.
7. Deceased flagged in "Related to" section
For many reasons our best practice is to move deceased people into their own family and connect them via the Related to section. (More Info) We now flag that relationship for easy recognition using the Dec badge. Hover over it to see the full word.
8. Related To section now includes deceased to deceased
When the first spoused is deceased and the second one passes, there is now an option to connect them in the Related to section as Deceased to Deceased. It used to be limited to Surviving Spouse to Deceased.