Portal Update Blog

Scheduled Maintenance – 3/16/2018

We will have a period of scheduled maintenance for the Simplify Church Bookkeeping Portal on Friday, March 16, 2018 from 7:00-8:00pm CST. During this time, the portal may be unavailable so please plan accordingly. This update will allow us to begin the process of having online donations processed through our new Online Giving System, SimplifyGive.com […]

December 2017 Portal Update [Video}

Check out what we just released in this video update. This December update to the Simplify Church Bookkeeping Software Portal includes: Merge Contributors We are now able to merge contributors in the portal. Perhaps a husband and wife gave separately but want their giving statement combined at the year end, we can now do that. […]

September 2017 Portal Update [Video]

Check out what we just released in this video update. This September update to the Simplify Church Bookkeeping Software Portal includes: Church Metrics Easily track and manage key metrics for your church. Role and Permissions updates We are streamlining the roles and permissions for users. Stay tuned and your Church Account Manager can update on […]

July 2017 Portal Update

Watch and see what’s now new in the Simplify Church Bookkeeping Portal. In this update we feature: Deposit Overview: The deposit detail screen will now feature an overview bar. This will break down the sub-totals of each deposit by income line, allowing amounts to be verified easier against what is being input. Expanding Budget Child […]

Transactions link bug – 07-18-2017

UPDATE- the transactions view bug has been resolved. Please let us know if you have any continued issues. We are aware of a bug that is currently affecting some users sand their ability to see the transactions link. We’re working to resolve the issue and should have it fixed soon. We’ll continue to update this […]

Budget Line Hierarchy Bug

With the most recent update that fixes the pull down of your budget lines for expense recording, we have found a bug that prevents the selection of a child budget line if it’s more than 1 step deep. We are working to fix the issue and will provide an update once complete. For the interim, […]

Portal update – expense line order

An update was made to the portal that should help make it easier to find and select your budget or expense line for a transaction. When requesting or recording a check or entering a transaction, when you select the “Add Expense Detail”, that list should now match the order and layout that your budget was […]

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