Bank reconciliation, email campaigns that send, and automated follow-ups

September rebuilt the workflows you run every week: matching your bank statement against your donations, sending the email campaigns you compose, and letting routine follow-ups run on their own — plus participant questions and forms for offerings, a steadier print console for ceremony tablets, and fixes to how reports date your money.

🌟 Major updates

📊 Reconcile your bank statement against your donations

Bank reconciliation now works as a proper statement-and-match workflow: upload your bank statement, and DonorCARE helps line its transactions up against your recorded donations, instead of you checking them off one by one by hand.

📧 Email campaigns you compose can now actually be sent

The email campaign module was rebuilt so a campaign you draft can genuinely be sent to your donor list, scheduled for later, and tracked after it goes out — closing the long-standing gap where a campaign could be composed but never dispatched.

📧 Automations: follow-up emails that send themselves

A new Automations area runs your routine follow-ups for you — thanking first-time donors, alerting staff to a large gift, or reaching out to donors who have gone quiet. Start from a ready-made recipe or build your own, send yourself a test first, and review every run afterwards. Available on Pro and Enterprise plans.

🧩 Smaller improvements

• 🏮 Ceremony name tablets now print from a dedicated console, with an addendum pack for late names and an index sheet, tracking which pages of a wall have been printed.
• 📊 The main admin dashboard was rebuilt to answer questions like "how are we doing compared to last period?" and "who is giving right now?" directly.
• 🛡️ A public Help Center launched with over 100 articles, and every admin page now has a contextual help link so you can get help without leaving the page you're on.
• 📣 Annual campaigns can now be rolled over into next year's edition while this year's is still accepting donations.
• 🌐 DonorCARE's own marketing site and public "Discover campaigns" page were redesigned — this is about DonorCARE's site, not your organization's own pages.
• 📧 Visitors to DonorCARE's public site can now subscribe to a newsletter with one-click confirmation.
• 📊 The Donation Report and donation list now follow receipt-book order, and you can sort by payment date, entry date, receipt number, payment method or campaign.
• 🌐 Once you've claimed your Directory listing, you can edit it yourself in a guided editor — opening hours, services, FAQs, payment methods and photos.
• 🌐 Directory listings now show which checks were actually made instead of a single badge, a new browse page lists every category and state, and a listing's URL can change without breaking old links.
• 🛡️ Staff in several organizations get a switcher in the sidebar, and every admin action now applies to the organization you've selected rather than the one you joined first.
• 💳 Offerings can ask short questions — yes/no, pick one, or a short answer — under each registered name, with a per-question count and pickup list to download.
• 🔗 A campaign can ask for one FormCARE form per participant instead of per donation, with reminders and CSV export for admins and saved participants for returning donors.
• 🏮 The tablet print console now keeps a history of who marked each page printed and when, and its status refreshes when you come back to the tab.
• 🧾 A gift over RM10,000 heading into your monthly consolidated e-invoice without the donor's tax details now shows a warning, so you can collect them in time.
• 🌐 DonorCARE's site now has a Resources library of plain-answer guides on tax relief, receipts and fundraising, for admins and donors alike.
• 🔗 MyInvois e-invoicing now connects through your BizCARE Books account, with connection status in Settings and consolidated monthly e-invoices listed alongside their donations.

🔧 Fixes

• 📊 Donation reports, exports, and dashboards now consistently use the date a payment actually cleared, so a donation entered late or backdated shows up in the correct month everywhere.
• 💳 A paid donation left Pending because a payment notification was missed is now picked up automatically every few hours and completed with its receipt.
• 🧾 If a receipt PDF can't be attached in time, the donor still gets the email with a link to their online receipt instead of no email at all.

Thank you for the trust you put in DonorCARE to get your numbers, your emails and your ceremonies right. If something still looks off, tell us here — we read every comment.