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…
New transactions reconciliation searches
A couple of additions to the automatic matching of bank statement transactions to membership records — to match on booking reference number and also by email address — makes it easier to reconcile payments, especially when payments are made with the payment or event booking forms. Read More…
GoCardless subscription rate upates
If membership fees are increased, it is now possible to automatically update Direct Debit payment amounts processed by GoCardless. Read More…
New substitutions for bank account number and sort code
{show: bank account number}
and
{show: bank account sortcode}
show this information based on the payment method of the record being substituted. Read More…