Finance settings
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Workspace
Demo Assembly (public sample)
Demo workspace
— feel free to click around. SMS sends are simulated (no real messages go out), purchases are disabled, and everything resets nightly.
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Finance settings
Who can see totals, how long records stay editable, and whether members get an SMS/email receipt.
Back to Settings
Receipt notifications
Send receipt notifications to members for income transactions
Master switch. If this is off, no SMS or email receipts are sent regardless of per-category or per-member preferences. SMS uses one credit per message.
Visibility
Who can see monthly totals
Admins only
Everyone with a login
Totals = monthly "Contributions" sums and the dashboard tile. Per-member giving is
always
admin-only and cannot be opened up.
Edit window
Days a transaction stays editable
days
After this window, only Tenant Admin can edit a transaction. Set to
0
to make transactions permanent on save (strictest audit).
Save finance settings
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