Version 9 is here - and with it comes Xero integration. Payments2Us now allows you to automatically synchronize contacts, invoices and payments between Salesforce and Xero. There's also the ability to leverage Salesforce reporting features to gain key insights.
We recommend accessing the version 9 release notes to see the smaller changes we've made that can make a huge difference to your organisation.
Version 9.0 goes live on 1st of August.
Like our other releases, there are important steps for your Salesforce administrator to action. Please ensure these updates are applied as soon as possible. Please follow these upgrade steps.
If you still need to send your annual statements, need a refresh or weren't able to join our webinar you can access the recording here.
Other resources mentioned in the webinar include FAQ page, Setting bulk annual statements, editing letter template headers and our included annual statements template.
Meet Amellia Formby, a zoologist, artist and pilot who has embarked on an adventure around Australia to spread awareness about migratory shorebirds with sponsorship with Payments2Us.
Amellia aims to teach people to be more mindful in the coastal areas that migratory birds use to refuel and rest. Unfortunately, these birds have become endangered with an almost 80% reduction in the past 30 years due to habitat loss.
On her trip around Australia Amellia will stop at many schools and libraries to educate young Australians. She'll share her children’s book that highlights the importance of shorebirds and the role they play in our great ecosystem.
We're impressed by Amellia's determination to reach as many people as she can and have sponsored her tremendous flight with our logo on one of her flight panels.
You can find out more on the Wing Thread website
Wed 3rd Aug 12:00pm AEST Presented by David Farrington
Payments2Us Import Files process is a powerful feature that allows organisations to quickly and correctly import payment or fundraising data from other systems.
This presentation will run for approximately 30 minutes and will cover the following:
Straight Import - e.g. workplace giving
Import of Contacts Only
Import of Credit Cards
Import of Credit Card Tokens
Import and linking to Soft credit
More advanced features - e.g. new custom field, reg ex.
We are working with Australian owned and based marketing company AP Marketing Works to help us gain customer feedback to look at improving our communications, products and services. The surveys will be conducted between late August to mid September
They adhere to all Australian Privacy Laws and you can opt to have your details kept from AAkonsult/Payments2Us.
They will be conducting short interviews (around 5 minutes).
Please email info@payments2us.com if do not wish to be contacted.
The Payments2us trailblazer group is a user focused community that helps users to come together, share and connect. Additionally get early access to news regarding upcoming events, webinars, useful tips and much more.
Posted: July 28th, 2022
