You can now postpone reconciling a transaction in accounting tasks → reconciliation. Read More…
New bank transaction feeds
GoCardless has launched a new product, rather unimaginatively called Bank Account Data. This provides bank account feeds for conventional banks via Open Banking (and similar services outside the UK). Cameo’s integration with Bank Account Data may help you automate import of bank transactions. Read More…
Gift vouchers
Cameo supports unique voucher codes which customers can use as a payment method in any form which takes payments. For example, for
* gift memberships,
* concert bookings, or
* merchandise.
They work like mobile phone top-up cards.
For example, this means someone can purchase a voucher and give it to someone else as a gift membership, without the data protection problems of the original purchaser needing to provide a third party’s details. Or they can gift a ticket voucher without needing to decide which particular concert for the recipient. Read More…
Additional interim transaction details
Interim transactions now include payment method name and payee account details (such as the last four digits of the credit card number they used)in the transaction description. When an interim transaction is reconciled with a real transaction (whether manually or automatically), its description is now appended to that of the real transaction, so this information is not lost. Read More…
Payment processors supported by Cameo
Cameo supports several services and companies – payment processors – which can take payments for you in forms, either recurrent or one-off.
This article summarises how these relate to Cameo’s payment methods and bank accounts. It lists the providers available, with details about each. Read More…
Payment history – again
Payment history has moved again. Now, when you click the link in a membership record, it pops up a box with the payment history. Payment history also now appears directly in three particularly relevant places:
* new members → enrol new members
* renew → incoming renewals
* accounting tasks → overdue automated payments Read More…
Discount codes
A new section, trading → discount codes, lets you define codes with various properties, like value and validity dates. You can then offer a box in forms which take payment, for members or customers to obtain that discount. The discount codes section also summarises which codes have been used, when and who by.
Initially, you can use these codes with the join form. We’ll extend this to other forms such as shopping (merchandise) and booking (for events) in future. Read More…
Reconcile with interim transactions, even when no number match
Reconciliation now offers an interim transaction for matching even if the bank transaction does not contain its identifier, providing other aspects do correspond. Read More…
Merchandise sales: a shopping basket for Cameo
Cameo now supports online merchandise sales. This uses: * the existing section, trading → inventory and stock, where you list the products for sale * a form type “shopping” that provides a shopping basket * A new section, trading → online sales, where you manage sales (arising from the form) * Integration with accounting everywhere needed, for things like reconciliation and book-keeping. Read More…
Payment history
Members’ payment history has moved from the member record to a new section: member info → payment history. There is now a link to that section where the payment history used to be. Read More…