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…
New form: invoice
Complementing the introduction of trading documents (invoices, purchase orders and quotations), Cameo now includes a form type, invoice, for customer’s to access those documents using a personalised link. The link is typically emailed as part of sending an invoice quotation or purchase order. The new form type can be used for any or all of these: * See a summary of the document *
Download a PDF of the document for the customer’s records * Pay an invoice (e.g. by credit card) * Mark an invoice as paid, add an interim transaction to account for the payment, and send a notification to that effect * Accept a quotation (and send a notification to let you know) Read More…
Reporting on fundraising campaigns
Cameo can now automatically attribute payments made through its payment form to different categories from its hierarchical chart of accounts. This means that you can reconcile income from different fundraising campaigns, for example, to different accounts. That in turn means you can produce a financial report breaking down donations from different campaigns. This article gives an example of how this works for fundraising campaigns. Read More…
Payment form update
By indicating what the form is being used for, the payment form type can now record the payment automatically in the appropriate places. Previously this was a manual process. Read More…
Multi-page questionnaires
Cameo’s questions form type, for collecting questionnaire and petition responses, now supports multiple steps each with as many custom questions as you want at each step. Read More…
Add additional formatted text to forms
You can now add additional blocks of formatted text to Cameo forms, anywhere where there is a set of options to chose from. Read More…
Solicit donations when making an event booking
Cameo’s booking form now has an option to ask for a donation in addition to the ticket cost. You can also ask whether the donation qualifies for gift aid and obtain a gift aid declaration. Read More…
WordPress “remember me”
The combination of a new Cameo form type and a new plugin for WordPress offers a way for your public website to:
• allow current members to identify themselves to your WordPress website from the Cameo database
• remember them
• designate and limit access to member-only pages
• auto-fill some details in Cameo forms from their Cameo membership record Read More…
Add to calendar links
A new substitution “{ticket: add to calendar …}” in combination with a new form type ‘calendar’ lets you offer add to calendar links in your emails for event bookings. These can be included with e-tickets, booking receipts or later mailshots related to the event. Read More…