December 2, 2020

View enhancements and corrections released on December 2, 2020.

Volunteer Management: Serving Team Leaders

Make a non-staff volunteer a serving team leader. Assign permissions for non-staff serving team leaders that give them access to managing their serving teams. By selecting only specific permissions, serving team leaders can fill as much of the team management role as your teams need.

See which teams you are leading. On the My Teams page of the Serving section, you can now more easily see which teams you lead.

Introducing the serving team leader dashboard. All serving team leaders can now manage their teams from the new leader dashboard. Here, depending on the permissions granted to serving team leaders, they can:

  • View and manage the volunteers on the team roster

  • View and manage volunteers assigned to serving times

  • Mark attendance for volunteers

  • View, manage and create full team schedules

iOS and Android Connect App

Manage serving teams from the leader dashboard. In the next app release, serving team leaders will be able to manage their teams right from their mobile device. This includes:

  • Mark attendance for volunteers

  • View and manage volunteers  assigned to serving times

  • Update a volunteer’s serving preferences 

Non-Cash Gifts

Report the value of non-cash gifts. Include non-cash gift amounts in your giving reports, giving dashboards, and custom queries to print accurate reflections of all contributions you receive.

A contributor's giving history now includes non-cash gifts. If you print a specific individual's giving totals from their profile, non-cash gifts can now be included separately.

Accounting Reports

Report the health of your budget. We've added a new Over/Under Budget column to indicate whether a specific account type has stayed within budget. For expense accounts, a positive number denotes that you are under budget, while a negative number denotes that your budget has been exceeded. The opposite is true for income accounts. Negative numbers are displayed in parentheses.

Display segment descriptions on financial reports. If you include multiple segments on your reports, show segment descriptions to identify which is which. For example, a department description may help you locate one of many accounts labeled as "food".

1095-C Updates

The IRS has added eight new offer codes to Form 1095-C. The postal codes for these will print on line 17 of your form. They are as follows:

  • 1L– Individual coverage HRA offered to employee only with affordability determined by using employee's primary residence location ZIP Code.

  • 1M– Individual coverage HRA offered to employee and dependent(s) (not spouse) with affordability determined by using employee's primary residence location ZIP Code.

  • 1N– Individual coverage HRA offered to employee, spouse, and dependent(s) with affordability determined by using employee's primary residence location ZIP Code.

  • 1O– Individual coverage HRA offered to employees only using the employee's primary employment site ZIP Code affordability safe harbor.

  • 1P– Individual coverage HRA offered to employee and dependent(s) (not spouse) using the employee's primary employment site ZIP Code affordability safe harbor.

  • 1Q– Individual coverage HRA offered to employee, spouse, and dependent(s) using employee's primary employment site ZIP Code affordability safe harbor.

  • 1R– Individual coverage HRA that is NOT affordable offered to employee; employee and spouse, or dependent(s); or employee, spouse and dependents.

  • 1S– Individual coverage HRA offered to an individual who was not a full-time employee.

The IRS also requires that you include a plan start month for 2020. When you select the month, a two-digit number will represent it on the form as a requirement of the Applicable Large Employer (ALE). For more information, visit the official IRS website, and search for "1095-C".