New Contributions Features

Over the past couple of days, we have published a few new features that relate specifically to Contributions. I will give a brief outline below with links to articles explaining more about them.

  • Online Bundles – We now automatically create a new online bundle each day. We started by creating a new one just at the beginning of the month, but decided it just made sense to create one each day. If there are no recurring gifts that day or if no one makes a one-time online gift, a bundle will not be created for that day. Click HERE to read about Bundles.
  • Move Contributions – Rarely, you may need to move one or more contributions from one Bundle to another one. We now have an easy way for you to do that. Click HERE to read more.
  • Change Individual Contribution Date – This is another case that would be rare. But you may have a need to change the contribution date (which displays on the Contribution Statement) for one or two contributions within a Bundle without changing the date for all of the contributions within that Bundle. Click HERE to read how.
  • Posted Date – Also, we are now displaying the Posted Date for in the individual contributions in the Bundle. This is the date you closed the Bundle.

As always, we hope you enjoy these new features and that they help make your job just a little bit easier.

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