In yesterday's post, I showed a few new features in the upcoming release of GiftWorks. I thought a little more peeking at some of the new features might be welcomed...

Labels and Envelopes by Household

GiftWorks can print labels and envelopes pretty easily...but some of you have noted that our quick-print labels and envelopes are not able to use household information. In the soon-to-be-released update to GiftWorks, you will be able to utilize the household information in the quick print labels and envelopes. Here is how you will be able to do it:

In this example, Steve and Vicki Fafel are part of a household. They each have their own address and the household has its own address.

Start the process to print lables

Notice the labels are printed for each member of the household with their respective addresses

By clicking on the "Group by household" checkbox, the labels are reproduced for the single household and its address

Selective Transaction Posting

Some use GiftWorks to post their donation transactions to accounting software such as QuickBooks, Peachtree, etc. By selecting a date range, a group of transactions can be identified for posting. In the new update, users will still be able to choose a date range to identify transactions but will also be able to selectively include/exclude transactions from the post. The following screen shots show you how:

Start the posting process

Choose the initial options

Choose the transactions you want to include or exclude from your posting process

In future posts, I will focus on some of the latest changes to GiftWorks that will enable you to get the most you can out of GiftWorks.