Pledges
Pick the day, add pledges, then create bills. Creating a bill does not email it. Email from Bills when you are ready. Pick Guest / relative when someone else bought the honor.
| When | Day | Honor | Member | Amount | Status | ||
|---|---|---|---|---|---|---|---|
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Members
Every member with the contact info on file. Edit or remove from the row.
| Last, First | Phone | Street | Apt | City | ST | ZIP | Dues |
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Membership dues
Shul year runs September through August. Bill members without card autopay, or after a card fails.
Bills
Pledges for the same household go on one statement. New pledges add to an unpaid bill for that member instead of starting another.
| Member | Bill | Bill ID | Total | Status |
|---|
Sola schedules
A household can have more than one dues schedule. Unlink detaches a member. Remove from Sola deletes the schedule there.
| Who | Schedule | Amount | Next | Last | Status | Member |
|---|
Incoming money
Unapplied Zelle, checks, and card charges. After you apply one, it moves to the Log.
| When | Who | Method | Amount | Memo | Status |
|---|
Transaction log
Pledges and payments. Applied incoming money lands here.
| When | Kind | Who | Amount | What | Detail | Status |
|---|
Receipts
Every emailed receipt, with the PDF that went out.
| When | Receipt | Who | Amount | Method |
|---|
Reports
| Type | Pledged | Paid | Unpaid | Pledges | Payments |
|---|
Paid by month
List
| Name | Phone | Emails | Texts | Who | Added |
|---|
Notes
Cheshbonos to remember. Add or take off as money is used.
Season zmanim
Winter is the Shabbos after Sukkos through the Shabbos before Pesach. Summer is the Shabbos after Pesach through the Shabbos before Rosh Hashana.
Settings
Home page zmanim
What visitors see on the main page. The weekly chart switches on Sunday at 12:00 AM New York time. On the home page you can also pick another date to preview a parsha.
PDF or JPEG/PNG, up to 12 MB. The home page shows a picture. People can also download the PDF.
This name, address, zip, and about text appear on the public home page. Zelle, card, Donors Fund, and Donary receipts forwarded from the shul Gmail appear under Incoming money. Upload check photos there instead of emailing them.
Staff
Super admins see every tab. Other staff only see the tabs you give them.