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What's New: Finance Part 2

New Finance ModuleA big step forward for your Donations Module

Following our all-new Donations Module earlier this year, we're now rolling out new features to make it even better!

A closer look:

  • Recurring donations - allow people to setup to give weekly, monthly, quarterly or annually
  • Automatic increase donations - the donor can set to automatically increase their recurring donations by a fixed amount or percentage 
  • Customise EmailsWithin Settings there is now a new Email tab where you can customise messages sent to people once a donation is made
  • Unassigned Recurring Donations within Transactions there is a new Unassigned Recurring tab which will list anyone who has setup a Recurring Donation without logging in
  • Members have access to My Giving where they can update their payment methods, view their donation history and set up new donations*
    *My Giving is not enabled by default so the Finance Administrator will need to turn this on in Finance > Settings where they can also add custom text to appear at the top of the My Giving page.


Why not see all of this in action in our Finance Webinar?  Please click the dates below to register your place.

Tuesday 20th September - 10am

Wednesday 21st September - 7pm

Friday 23rd September - 2pm

Thursday 29th September - 10am

Tuesday 4th October - 2pm

Wednesday 19th Otober - 10am

Thursday 27th October - 2pm

Book your place

Watch our Introduction video covering the updates here


Interested in receiving some tips on how to make the most of the Finance module?

Sign up for a short series of emails with hints and tips.

Feedback Form
If you have any feedback about this new feature, we would love to hear from you

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