Xero bank feeds

Cameo can now piggy-back onto Xero automated bank feeds. Xero is a business accounting service which can now use the UK’s Open Banking initiative to obtain bank statement transactions from any bank that offers them. Once Xero has obtained the previous day’s transactions for an account, Cameo can fetch these from Xero so Cameo’s bank accounts can also be kept up-to-date and in sync with Xero. Read More…

Further integration with GoCardless for direct debit management

More information is now available within Cameo when using GoCardless as direct debits service provider: • Membership records have a new field “Direct Debit amount” which records the amount of the regular payment by Direct Debit. • GoCardless’ Customer Identifier is automatically stored in the membership Bank Reference field. • A new section “direct debit information” on the Membership Info menu retrieves GoCardless records for the selected membership, which presents much the same information as GoCardless’ dashboard, along with two buttons:
• “update amount”, which replaces the membership record’s direct debit amount field with that held by GoCardless, and •
“update GC email”, which updates GoCardless record of the customer’s email address.
• A new substitution {show: direct debit amount} includes the value in the direct debit amount field during template merging. Read More…

Donations: per-member totals and anonymous donations

A new Donations section in Search More offers (a) a table listing totals for all donations by membership over a certain amount and period, rather than just identifying memberships previously, and (b) a table of anonymous donations over a specified period, grouped by any reference provided for them. Reconciliation and deposits are now able to attribute a payment as an anonymous donation. Read More…

Booking payments: reconciliation and attribution

When reconciling bank statement transactions in Accounting Tasks, it is now possible to attribute a booking made through Cameo’s event booking form, or manually in the Reservations, Bookings and Attendance section, to a transaction. Because bookings are (almost always) linked to a membership record, reconciliation links the transaction to the membership record, as well as recording the event for which it was made. Read More…