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…
Card fraud prevention measures: new website requirements
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 fraud prevention measures: payment frequency limits
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…
Updated Stripe card details form
Cameo has an update to its integration with card-payment provider Stripe. This presents the form to collect card details in a slightly different layout. Read More…
Longer inter-account transfer window in reconciliation
It has come to our attention that transfers between bank accounts can take longer than the 5 days previously allowed. So, when reconciling a transaction in accounting tasks → reconciliation, you can now choose a longer time between payment and receipt for Cameo to consider it an inter-account transfer. Read More…
Delete statements and transactions
You can now delete a bank transaction or a whole bank statement in accounting info → statements and transactions. Read More…
Making and reporting on regular donations
Cameo’s payment form type now offers regular as well as single payments (for example, to support regular donations by direct debit). A new subsection in search more → donations lets you compare donations over time, sub-divided by regular and one-off. To accommodate this, in accounting tasks → reconciliation you say whether a donation is regular or one-off, so Cameo can attribute it correctly. 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…