How can I hide donor names?
Within ExpensePlus, donor names can be hidden or made visible per user.
Note: If a user has the role of 'Finance Team' or 'Independent Examiner', they will automatically see donor names (as this is a requirement of both of these default roles). Consider assigning the user a different user role if you don't wish them to be able to view donor names.
Where donor names are hidden, donor reference numbers will be displayed.
Important: It's not possible to hide donor names in the following places
Reports:
- Finance Report: All Transactions (by Match)
- Finance Report: All Transactions (by Account)
- Donations Report: Generate Donor Statements
- Donations Report: Donor Mail Merge Data
Modules:
- Bank Reconciliation
- Petty Cash (if any named petty cash donations are recorded)
- ChurchSuite Export
Most users shouldn't have been given access to these reports & modules within their user role!
Hiding Donor Names
By default, donor names are hidden. Where donor names are hidden, donor reference numbers will be shown instead.
You can specify whether donor names are visible or hidden for each user. Within User Settings, click on the name of the relevant user to view their User Profile, then select or deselect 'Hide donor names'.
You can enable a user to view donor names within any reports or modules they have access to. Typically, most users won't have access to the screen where donor names appear anyway, and this won't change.