Thursday, January 23, 2025

Pivot Expense Split template for household income and expenses

Pivot Expense Split can now support household income and expenses. Please find the template in the setup page

This template has the following features:

1. Input tab supports multiple entries. After entering the transaction, ticking the checkbox will submit. 

    If column J (frequency) is not empty, only the amount will be cleared.

         

    Please note that checkbox is reserved for submitting the transaction entry. 

2. User can define the account, category and currency in tables for the transaction input:






Saturday, January 18, 2025

Comfort Attendance linked attendees for taking attendance quicker

For group of attendees coming together, Comfort Attendance displayed them in a row so that greeter can take attendance for all of them quickly.

When an attendee brings in guests, greeter can use the + icon on the left hand side of the attendee to input guests.

It will display a guest form for entering the guest names. An example below is entering Bessie Slater:


When guests are submitted, they will be linked to the attendee, such as Bessie Slater being displayed with Anthony and Kimbery. Bessie is added the bottom linked with Anthony and Kimbery as in below:

Anthony and Bessie will be updated as present automatically. 

Next time, greeter may not remember Bessie. Greeter can look up Anthony's row and recall Bessie to check them in together.