Pending users

New sign-ups appear here. Choose a role, then Approve — or Reject. No need to open WordPress admin.

🏷️ Names & Categories

Manage every list used by Add Entry — names, categories and sub-categories — add, rename, merge or delete, one by one or in bulk. Changes apply to all existing entries at once.

🔀 Merge names

The same person filed under two spellings? Pick the wrong spelling and the correct name — every entry under the wrong one moves to the correct name in one click. Entries with the same date then group into one batch automatically.

Merge names

➕ Add a name

👤 Names

📁 Categories

🔀 Merge categories

Same as names: pick the wrong category and the correct category — every entry under the wrong one moves to the correct category in one click.

Merge categories

➕ Add a category

📂 Sub-categories

🔀 Merge sub-categories

Same as names: pick the wrong sub-category and the correct sub-category under the same category — every entry under the wrong one moves to the correct one in one click.

Merge sub-categories

➕ Add a sub-category

⏳ Pending entries

Entries posted by others appear here first. Approve to publish them into the accounts, or Reject. You can also Edit or Delete them directly, and ↩️ Recall any approved entry back to pending from the list.

✏️ Edit requests

Staff cannot edit or delete entries — their change requests land here. Apply edit to save the new values, or Reject to keep the old ones.

📋 Activity log

Payment methods

Add method

Settings

Require admin approval for new users Save settings

Email / SMTP

Route all app emails (receipts, portal welcome) through your own mail server so they reliably deliver. Leave Host empty to use the server default.

👥 User List

Every user in one place — add, edit, set role, hold / unhold, reset password, or delete. New sign-ups are approved from the User approval tab.

➕ Add new user

🔐 Role Permissions

Choose what each role can do — view all data or own only, filter by user, add, edit, delete, and which pages they can open. WordPress Administrators always have full access. Client (portal only) accounts have fixed portal access.

App Branding

App name, logo, colors and theme — applies across the whole app (buttons, menus, loader, login screen).

Save branding

📲 Telegram alerts

Get a Telegram message the moment a new entry lands — who posted it, amount, category and payment method.

1. Open Telegram and message @BotFather → send /newbot and follow it. It gives you a bot token (long text with a colon).
2. Paste that token below.
3. Open your new bot in Telegram and press Start (send it any message).
4. Tap 🔍 Find my chat ID — pick your name from the list.
5. Tick Send alerts, Save, then ✉️ Send test.

Send Telegram message on every new entry

🔁 Monthly recurring entries

Donations that repeat every month. Each month's entry is auto-created on its date and lands as ⏳ pending — you approve it like any other entry. Start one two ways: tick 🔁 Repeat every month on the New Entry form, or tap the 🔁 button on any existing entry.

Plugin update

Upload a new scf-us.zip (or SCF US plugin package). Files are replaced in place, then the app reloads.

Current version: 3.62.13

Upload & update

Backups

Automatic daily backup — one copy stays on the server, one copy goes to your Google Drive. Each backup holds the full database, settings and app files.

Daily automatic backup enabled

Built-in Google key is active — no setup needed. Just tap "Connect Google Drive".

Server copies

In Google Cloud, add this Redirect URL under your OAuth client's Authorized redirect URIs:

🗑️ Danger Zone — delete all entries

This deletes every transaction entry (donations + expenses) at once, so you can start fresh. This cannot be undone.

• Deleted: all transaction entries
• Kept: categories, payment methods, users & roles, settings, branding
• The wipe is recorded in the Activity log.

Entries right now: …