The Technical Stuff - New Features and Updates
Below is a summary of some of the new features and updates that have been added to infoodle recently. They may not all by applicable to you, and there are also many more not mentioned below. You can always find the up-to-date list here
Generating & Printing Receipts
After a request for printing directly onto envelopes, we have now added a new "DL" page size. Generating your receipts using this template will allow you to get the address on to each envelope, ready for the official receipt to be slipped in and posted away!
We have also rebuilt the "Printed Receipts" screen to enable more clarity of functions and output. All functions are now accessible from the 'Actions' button. In addition you can list printed, or deleted receipts for audit purposes.
Finally, we have added the ability to mark generated receipts as printed if you accidentally forget to.
Gift Aid (UK) - Reviewing
To make it easier to see why a transaction is being included in the claim, we now show it directly on the review screen. It highlights the date that was used as the reference and what the date is. For example, if the approval is directly from the donor, or perhaps nothing is set, allowing a claim to go back 4 financial years, etc.
Reports - Finance
A new criteria has been added to reports - Transaction (Finance amount) value. This allows you to search for more specific transactions. For example, you could list anyone who has given a single donation of over $1000 in a single transactions (regardless of any other donations they may have made). Again, this change has been made directly as a result of great feedback from our customers.
Dashboard Widget - Date of Death Anniversary
As you know, you can add your own Widgets to your dashboard. One of which is the Date Custom Field Anniversary. And on of the dates you can choose is the 'Date of Death' field. An update to what information is shown came in, and we have now updated the layout of this specific date field to show: The year they died; How old they were; & How many years it will have been since the death.
The development team are continuing to work on the email features and hope to release some of the features next month.