Beacon

Product Update: September 2021

David Simpson Posted on 1st Sep 21 by David Simpson

Here's your monthly roundup of the latest solid gold features from the Beacon product team.

Payouts

The payout record type is a new standard record type which does some clever stuff behind the scenes to make things easier for you. Payouts are Beacon's answer to 'batches' in some other systems. Payouts make it easier for you to reconcile your payments in Beacon with what ends up in your bank.

Screenshot 2021-08-05 at 15.12.14

Automatic payouts from online channels

When you receive a payout into your bank from Stripe, GoCardless, or JustGiving, Beacon will automatically create payout records in your database. Beacon will also link all of the payments in Beacon that make up that payout to the payout record.

Batches of cheques

You can now group batches of payments together to speedily enter information about cheques.

You can read lots more about how payouts work here.

Export logs

Export logs show you the history of all of your exports. You can now check the progress of an export, and go back and download your file from old exports (for up to 14 days - then you'll need to run your export again).

'Save As' on views

Screenshot 2021-08-31 at 16.52.22

Now when you make changes to a view you can either click 'Save' to update your existing view or 'Save As' to create a new view. The 'Save As' button makes it easy to duplicate views if you already have a view that's almost, but not quite, what you want!

Notes and descriptions

Take note! You'll find some new notes sections (called 'descriptions' in some places) all over Beacon where you can leave 'future you' a little reminder. Leave a description to remind you when you should use an import template, or who an export template is for, or leave a note as to why you've just run an import.

You'll find description or notes fields in these handy places:

  • Every column mapping of an import template (notes)
  • Every import template (description)
  • Every import log (notes)
  • Every export template (description)
  • Every export log (notes)
  • Every document template (description)

Financial years

You can now filter and create charts based on financial years. You can set your organisation's financial year in your Charity Preferences section. You're welcome, finance folks!

All the cool cats are on Beacon Facebook Chat...

Beacon customers are invited to join our private Facebook Group. It's a place to exchange ideas, tips, and best practices.

You can find the group here and we'd love to welcome you in.

The group is only available to Beacon customers.

Up next...

Next, we're working on more improvements to our import system, upgrading how smart fields look and work, and lamenting the end of summer.

David Simpson

About the author

David Simpson is the CTO at Beacon. He's dedicated to making Beacon the best charity CRM in the world.

Follow him on Twitter or connect with him on LinkedIn.

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