We released an update to our portal recently. This update included many improvements to the User Experience as well as items necessary for year end Contribution statements.
Easier Address Entry for Contributors and Payees
We made the process easier for entering addresses for both contributors and payees. Previously, you needed to enter the payee or donor information and then it was another step to click on that information to enter the address.
With the update, fields to enter the addresses are now available when entering the payee or contributor.
New Column To Show If Address Exists For Contributor
We added a new column on the Contributor Search list that will let you know if a person has an address listed. This will make it easier to find out which people may need an update instead of having to open each individually to check.
New Organization Information Details
We added two new fields under Organization Information for your church’s official name and EIN. These items will both be displayed on the Church Contribution Statement to maintain IRS compliance.
If your church has an official name that needs to be used on those statements, you can enter it into the Official Name input field.
If there isn’t a different name from the Organization Name, you may leave this blank!
Copy Yearly Budget
With this update, your Church Bookkeeping Account Manager can create a copy of your yearly budget for the new year. This will make the process of updating your church’s budget for the new year much quicker.
Reach out to your account manager if you have any questions or would like to setup your next year’s budget in the portal.
Thanks!
That’s it for the most recent update. We’re excited to continue to push new releases to our portal to better serve the Church Bookkeeping needs of your church or ministry. If you have any suggestions or ideas on what we can update to make the Church Bookkeeping Portal more beneficial to you, please let us know!
Did you know?
Did you know we released a Church Online Giving system that integrates with our Church Bookkeeping portal? It’s great and takes away the need for additional data entry of other systems you may be using. We have priced it competitively with no monthly fees for our church bookkeeping partners. Interested and want to know more? Email Josh to get more information.
