10/24/2022, MOORHEAD, MN // PRODIGY: Feature Story //
Over the past 18 months, several modules have been redesigned to add functionality and make IconCMO’s church software more user-friendly. The expanded possibilities are thanks to the development of IconCMO’s Smart Search Grid.
The most recent and biggest overhaul was the Donations module. Icon Systems took eight screens and condensed them into one single user-friendly screen without having to remove functions. In fact, the functionality has been expanded. New features include the ability to customize the donation entry window, merge funds, automatically copy funds from year to year, and transfer specific donations to other people. No other church software system offers so many functions on one screen. IconCMO’s donation screen gives you the opportunity
– Create stacks to enter donations,
– duplicate weekly batches that are the same,
– add and remove credit,
– enter commitments for each fund,
– view past donations,
– create custom reports,
– View and edit the booking processes associated with the donation batches,
– automatically move multi-year funds to other fiscal years,
– Copy funds and donor numbers from one year to the next and
– Import donations from different platforms in one screen.
In the donation entry window, users can choose what data they want to enter for each donation. There are only four required fields to add new donations. Other fields such as currency, check numbers, processing fees, etc. can be removed from or added back to the screen based on user needs and preferences, saving time in data entry. In addition, each user’s screen settings are saved to keep data entry consistent.
In the past, correcting a batch of donations was a lengthy and tedious process. Multiple steps on multiple screens were used to complete each fix. With this software version the user can just go into the batch and get data, amounts, donors, funds etc with very little…
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