Based on your login permissions, different Menu options are available.


Member Menus include:

  • Dashboard
  • Transactions
  • Make Payments
  • Reports
    • Statements
    • Donor Receipts
    • Favourites
  • My User Account
    • Profile
    • Change My Password
    • Logout


Office Menus without Financial Access include:

  • Family (Family Page)
  • Yahrzeit (Yahrzeit / Mourner Manager)
  • Setup
    • Templates
    • SMS / Text Messaging
  • Reports
    • Database 
      • Aliyot
      • Birthdays
      • Anniversary
    • Yahrzeit
      • Yahrzeit List
      • Yizkor
    • Children / School  
      • Children's Information
      • Classes
      • Class List
    • Favourites
  • My User Account
    • Profile
    • Change My Password
    • Logout


Office / Admin Menus with Financial Access include:

  • Family (Family Page)
  • Yahrzeit (Yahrzeit / Mourner Manager)
  • Transactions (All Financial Transaction History)
  • Reports
    • Database 
      • Aliyot
      • Birthdays
      • Anniversary
    • Yahrzeit
      • Yahrzeit List
      • Yizkor
    • Children / School  
      • Children's Information
      • Classes
      • Class List
    • Receivables
      • Acitivy
      • Member Account Status
      • Receivables By Account
      • Receivables By Family
      • Payments and Donations
      • Statements
      • Donor Receipts
    • General Ledger
      • Chart of Accounts
      • Income
      • Transaction History
      • General Ledger Detail
      • Profit & Loss
    • Favourites 
  • Setup
    • Manage Users / Bulk Member Invite
    • Setup Payments
    • Templates
    • SMS /  Text Messaging Templates
    • Givebutter
      • Givebutter Reconciliation 
  • My User Account
    • Profile
    • Synagogue Profile
    • Change My Password
    • Logout