Main development steps

Here's a short summary of major milestones in FloMembers.

2023

The ledger shows a send log for each invoice.
An automatic extra fee can be set for paper invoice recipients.
Event registrations can have a separate payer.
System can automatically add or remove a person from a group when paying a membership fee.
The administrator can activate the two-factor login in the system settings.
Event participants can register their participation in an event by using the QR code on their electronic membership card.
Data exports can be viewed under Settings > Logs > Export log.
An email will be sent to the applicant if the applicant provides an email address that is already present in the register.
When invoicing an event, you can select the desired registrants to whom the invoice will be sent.
If a new beneficiary is attached to the payer after the main invoice has been sent, this will only be taken into account in the following year's invoice to reduce separate invoices.
Credit memos take into account the VAT of the original invoice row.
The system suggests changing the preferred invoicing method if an e-mail address is added for the person.

Invoices for donation campaigns can also be sent as e-invoices.
If necessary, the application form can allow to select only one role.
In the main view, admin can filter out those who have not paid their membership fee in the current year.
Export presets are also available in the ledger.
Additional features have been added to the transfer of documents to the printing house: attachments can be included more flexibly.
The group admin can remove persons from the group.
The system can send payment reminders automatically.
An automatic birthday greeting can also be sent by SMS.
After two years of inactivity, members' login permission is removed automatically.

Export settings allow admin to define and save several presets. They can be used when exporting data to Excel.
In the event settings, admin can activate an automatic reminder message to be sent the day before the event starts and a message to be sent when the event is finished.
It is possible to activate an automatic birthday message to be sent to members.
Activity tab of the persons lists also events they have participated in.
SMS sending can be scheduled.
Application's accessibility has been improved.
New graphs have been added to the reporting.
E-invoicing was updated to use Finvoice 3.0 standard.
Ledger can be filtered to membership payment invoices.

Transaction import from banks has been renewed.
Integration settings have been moved to a separate view in Settings.
Admin can give people who are connected with each other the right to edit each other's information.
Reports section of the application has been redesigned.
Event registration can be restricted to logged-in users only.
Members who are able to log in can be given the right to see their own roles.
In ledger, you can search for invoices by invoice row text or additional information, and filter to those invoices that are unpaid.
If a reminder fee or interest is applied to invoices, these will also be taken into account in the ledger.
Business ID format is checked automatically.
Email log allows admin to copy the recipients, title and content of a previously sent message into a new message.

Quick search has been added to the top navigation bar. The search targets the same fields as the Text Search in Advanced Search.
Extra email addresses can be added in Settings, to be used as sender's email address for outgoing messages.
Multiple organizer email addresses can be entered for events.
New integrations
- Sending e-invoices to private customers (B2C) is now possible.
- WebServices: automated transaction imports from all major Finnish banks.
Attachments can be added to invoices or letters that are sent to printing house for printing and posting.
Credit memos can also be sent as e-invoices.
In addition to the default application form, parallel forms can be created, for example, for subscribing to a newsletter.
Improved security
- more extensive logs and audit trails
- viewing persons' information can be logged
Hint texts can be added to custom fields; you can also change the fields' settings and visibility.