You can now postpone reconciling a transaction in accounting tasks → reconciliation. Read More…
Reconcile with interim transactions, even when no number match
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…
Support for Zettle card reader accounts
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…
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…
Attributing donations to individuals when reconciling accounts
When reconciling accounts, you can now attribute donations not just to a membership, but to an individual within that membership. Among other things, this means that Cameo specifically selects the individual when using a donations list to identify donors, for further contact perhaps. 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…
Reconciliation transaction matching
The method of matching bank statement transactions to memberships has been tweaked a little. Rather than only matching members to bank transactions when accounts are the same, we now include memberships with different accounts, but weight them less so they would appear lower down the list of possible matches than a better match. 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…
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…