Bank Integration Enhancements:
A new authorization flow for bank integration should reduce aggregation errors and improve how often you are asked to re-authenticate, especially for users who have a bank account with Capital One.
Banks are always changing their connections. Some of the largest US banks are adding a feature that allows account holders to manage which systems have access to their bank. This is a great feature, but did cause every software solution across the country to rebuild their connections. The good news is the most recent release should improve the experience of those who have been impacted.
Accounts Payable and Accounts Receivable Clerks:
Share restricted access to users who just need to input and pay bills or manage invoicing. This improves the internal controls by restricting access to your full accounting system and segregating duties. Check out our support article for more details on available user roles and how to share access with others.
Splitting Purposes in Online Donations:
Your donor can give to two or more purposes all in the same transaction through your online donation form or widget. There is a setting on the Donation Form or Widget you can enable to allow for Split Donations. If you change to allow Split Donations it will change the layout of the form and donors will no longer see default custom amounts available. When a split donation appears in your donations screen, you now can see the single transaction with the split. If you aren’t set up for Online Donations yet, check out this support resource to optimize your donations form and share it with your users.
Text to Give: This optional upgrade is $20 per month and enables you to attract new donors who want convenient mobile giving options. When you enable Text to Give, you receive a toll-free number that you can share with your supporters. When they text GIVE to your number, they can make an online gift directly from their mobile device in less than a minute and each gift after can be completed with a single text. Check out our Text to Give Guide that covers the most common questions. If you are ready to get started you can enable it in your Aplos account or reach out to our team if you want to learn more about launching Text to Give for your organization.