Category: Portal Updates

The SimplifyChurch Bookkeeping Portal now offers live chat support.

Have a question or need advice on how to use the system? Click the orange box in the bottom right corner and you will be connected with someone from our team who can help you via live chat.

After Hours?

You will have the option to create a support ticket that we will respond to as soon as possible.

Just one more way we’re helping you Simplify Church.

05-17-2016 – RESOLVED – this issue has been resolved, sorry again for any inconvenience.

 

05-17-2016 – there is an issue currently in the portal where the transaction display pop-up is not displaying correctly for both expenses and deposits.

When you enter a request, then click to add details, the window that shows will have an area that is doubled up.

Our team has been notified and we will get this fixed ASAP.

In the meantime, transactions can still be processed and requested.  You may have to enter the amount into both input lines, but it will not double the amount.

We will update here once the issue has been resolved.  Sorry for the inconvenience.

On Thursday March 25, 2016 we released a new version of the portal 3.42.

Here are some of the items you’ll see updated in the latest version.

New Payees Default to Active – When on the transaction screen, and adding a payee, they will default to an active payee on your list and show in the initial dropdown.  There was a previous bug that was causing those to go in-active and caused some confusion.

Mobile Expense Entries – There was a problem with the numeric keypad so we switched to the full keyboard to allow for full amounts to be entered.

Mobile Expense Entry Close Window – There was a bug with the expense entry window being difficult to close using iOS devices.  That has been fixed.

Transaction Fields Required – When entering a transaction, the Date, Account, Amount and Payee fields are now required to complete.

Admin Updates – There were several admin updates completed as well to allow our team to work more efficiently to serve your church.

 

If there are ever any items that you notice might not be working correctly or you have a suggestion for an improvement, please let us know and we can add that to our development list.

thanks!

UPDATE FIXED – 03-09-16 – We found the issue and it is caused by payees being inactive.  To fix what payees will show on the drop down to select a transaction, go to Payees  and make that payee active by selecting YES in the drop down.  Sorry for the inconvenience but this will resolve that issue.

 

UPDATE – 03-03-16 – This bug seems to only be affecting several individual churches and organizations, but not all.  Our development team is continuing to look into it.

We are aware of a bug in the transaction request tools to select a payee from your existing list.  We are working on getting a fix updated and will notify once complete.  Sorry for the inconvenience.

 

We’re happy to announce we released some updates to the portal last night.  Version 3.41 is now live.  Here are some items that were updated in the latest release.

Transaction Search Fix – There was a bug preventing users from selecting transaction items to search.

Payees Memo and Account # Fields Added – New fields to capture and store account numbers and any special notes about payees that we may need to know about.

Contributors Can Now Be Added Through “Record A Deposit” – As we move to a completely online option for tracking contributions, that information can now be provided to us through the portal.  The form is functional but will have some improvements in the next updates.  NOTE: Right now, you’ll need to add the contributors first before you can add their details in the deposit form.

New Budget Line Types – We now have Income lines added for your budget.

Budget Line Nesting – We can now select children of children lines within the budget section.  This means you can have Ministries >> Youth >> Youth Snacks where previously there was only 1 parent line and 1 child line allowed.

Calendar Updates Fixed – There was a bug with certain version of Safari that didn’t allow the calendar feed to be a pull down option.

News Feed – We now have a dedicated news feed for portal info as you’re reading this.  We will make more notes and updates through this in days and weeks to come.
Thanks so much as always for the opportunity to partner with your ministry.  If there is anything you see that we could do better or ways that we can further help simplify your ministry, please let us know.

 

Welcome to the simplify church portal.  Stay tuned for more updates.