January 15, 2020

Giving

Move a gift. If a gift is being tracked under the incorrect contributor in Realm, edit the name associated with the gift to move it to the correct person's record.

Disable giving on behalf of a contributor. If your contributors do not require an administrator's assistance when they give online, disable this option under your online giving settings.

Accounting Reports

Filter employees. If you only want to view and print tax withholding and adjustments for specific employees, select them on the Payroll Liability Report.

Attendance Reports

Run a report to view attendance by event. Go to Predefined Reports > Group > Attendance and select the Event Totals option to create an attendance report in .PDF format for one or more group events. Exporting to the CSV format will be coming soon.