Turn features on and off

Balancivo does a lot, and not every organization needs all of it. A church may never send an invoice, and a coffee shop has no donors. Turn off what you don't use, and it's left out of the menu for everyone in your organization.

Steps

1. Go to Settings. It's at the bottom of the menu.
2. Find Features. Each feature has a check box and a short description.
3. Uncheck what you don't need, like Invoices and bills or Donor statements.
4. Click Save features. The menu changes right away.

Good to know

• A new church starts with Invoices and bills and Subscriptions off. A new business starts with Funds and Donor statements off. Organizations you already had keep everything on. Change any of it whenever you like.
• Nothing is deleted. Turn a feature back on and everything in it is still there.
• Reviewing transactions, importing statements, reconciling, month close, contacts, accounts, the chart of accounts and the main reports are always on.
• Only owners can turn features on and off. Bookkeepers see the same menu the owner chose.
• If someone opens a page that's turned off, like an old bookmark, Balancivo says it's turned off, and owners get a button to turn it back on.
• Tax and donor reports shows the 1099 list, donor statements, or both, depending on which of the two is on.