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…
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…
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…
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…
Form types join and renew now make interim transactions on the bank account that takes payment. This means that, when the real transaction arrives from the bank, Cameo can usually automatically reconcile the subscriptions and donations these transactions represent. Read More…
· If your organisation doesn’t or can’t accept Gift Aid, we can now turn it off so it does not appear anywhere
· Gift Aid declaration wording is centralised and new substitutions let you include it in templates and forms
· Declarations now include the time as well as their dates, and their source
· Gift Aid claims downloaded for submission to HMRC are now also saved as attachments Read More…
Cameo now supports Zettle for: * a payment method, for forms, using Zettle’s card reader, and * importing transactions into a Cameo bank account, for reconciliation Read More…
You now attribute cheques and cash bank deposits in accounting tasks → reconciliation just like any other transaction. Manage deposits in accounting tasks → deposit cheques/cash, consolidated into a single section. Read More…
One advantage of using a third-party payment provider, such as Stripe, is that they fulfil the standards required by the Payment Card Industry to take payments online. However, a new version of these standards makes some significant requirements of web pages that host card payment forms. You will need to abide by to continue to take card payments. Neither Cameo nor Stripe can do this for you! It is a requirement of your website. Read More…
Card payment provider Stripe has lots of fraud prevention measures in place. However, a recent “card testing” event showed that Cameo should also include some counter-measures itself. Read More…