Click on either box with the logos above the main menu to get a panel of useful information about you, Cameo and your organisation. This includes a list of your recent activity and a feedback form (optionally including a screenshot). Read More…
Booking summary improvements
You can now display a booking summary manually, as well as in scheduled notifications.
Daily booking summary notifications (or to your schedule) now clarify information about season tickets. Read More…
Simplified incoming renewals
In renewals → incoming renewals: * Cameo now detects the need to Confirm Renewal automatically. That button no longer exists * Direct renewal (to deal with renewals made outside the renewal form) no longer exists. Cameo now lists all renewals explicitly * You can choose whether to send the renewal confirmation email immediately or add it to pending email. Read More…
Bank account “confirmation of payee” name
Bank accounts now include a field you can set to provide the Confirmation of Payee name on your account. In forms that that take payments, the form substitutes this into messages letting the customer know where to make the payment to. This means you only need to provide this information once, not in every form that may need it. Read More…
Gift Aid reporting by months
The Gift Aid report for reclaiming tax, generated from accounting info → gift aid declarations, now lets you request an arbitrary number of months-worth of donations. This means you can claim quarterly, for example. Read More…
Introducing accounting and trading
In this significant update, Cameo now offers accounting and trading. Accounting means book-keeping: the ability to record and attribute transactions to different account categories and report on them. Trading means preparing paperwork for invoices, purchase orders and quotations, receipts and expenses, sending them, paying for them and accounting for them afterwards. A new form for merchandise sales will also follow soon. There are lots of new articles about these, summarised here with links:
∙ Book-keeping and reconciliation
∙ Trading documents
∙ New form: invoice
∙ Payment form update
∙ Reporting on fundraising campaigns
∙ Bank statement updates
∙ Inventory and stock
∙ Receipts and expenses claims Read More…
Receipts and expenses claims
Cameo’s new trading → receipts and expenses claims section provides for: * uploading and storing receipts * attaching them to associated transactions * submitting an expenses claim. Read More…
Inventory and stock
Cameo now includes a trading → inventory and stock section where you define merchandise or services for sale. This dove-tails with invoices and quotations and book-keeping, released at the same time.You can: * include stock items in invoices and quotations, which saves retyping the same details repeatedly * include a thumbnail picture as an aide-memoire to the customer * offer them for sale in the forthcoming shopping form. Read More…
Trading documents
Cameo now offers trading documents – invoices, purchase orders and quotations – with a few developments still to come. They dove-tail with book-keeping, and inventory and stock, also released at the same time. Read More…
Book-keeping and reconciliation
Reconciliation (attributing bank statement transactions to the appropriate membership, event booking etc) in accounting tasks → reconciliation has a new way of working. This is mainly because of the introduction of broader accounting functions. A new “chart of accounts” provides book-keeping account categories to which you can attribute transactions. That lets you keep track of the purpose of items of income and expenditure, and report on them. At the same time, Cameo also introduces Invoices, quotations and purchase orders that you can attribute to if you choose to use the accounting functions. You can also attribute payments more finely. For example, recording not just donations, but by separate fundraising campaigns. Read More…