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Donorfy Product Update - March 2017

Here it is, the latest update to Donorfy with some new features available for you to try for size, including uploading attachments and connections, exporting to Quickbooks, and new Campaigns analytics and features.

Importer now uploads attachments and connections

The File Uploader now allows you to upload files and attach them to Activities and Gift Aid Declarations. With tools to resolve files not found etc. More information in this knowledge base article. And the good news keeps coming: the constituent worksheets in the import template now allow you to create constituent connections.

Accounts Download now exports to Quickbooks IIF and includes amount net of costs

Now Donorfy will export your financial data into the IIF format used by the popular accounting software Quickbooks - so you can import the file direct into Quickbooks without having to reformat it. It also exports the net amount (donation amount less processing costs) for those who want precision reconciliation.

New Campaigns analytics and features

The all-important Net Income metric has been added to Analytics. And now there's a handy Campaign Contact link which lets you associate a Constituent with the Campaign.