NonprofitCore & GrantHub Pro Release Notes 2023 – Foundant Technologies

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Release Notes

Monthly Release Features are listed in bold and have links to relevant resources. Other enhancements/fixes are listed in regular text.

09-27-2023

Accounting: Financials- Accounts Payable Aging- Resolved an issue causing a paid expense to show on the accounts payable aging report after the paid date.

09-22-2023

Accounting - Corrected issue adding an expense. This was confirmed to be working with or without the fundraising.opportunity-revenue-expense feature flag.
Accounting: Revenue- Resolved an issue causing an "error loading revenue entries, an unknown error occurred" the first time revenue loaded in some sites.

09-18-2023

Accounting: Imports- Resolved an issue with the expense import not allowing the Account Payable field not to have anything but numbers. Dashes, dots, and letters in the accounts payable account are now importing correctly.

09-12-2023

Accounting: Financials- Resolved an issue that caused an unknown error for a site when running the Trial Balance or Detail Trial Balance for last fiscal year.
Accounting: Financials- Resolved an issue causing the Trial Balance and Detail Trial Balance to exclude some transactions which caused the end balance to not be correct for some accounts. All transactions are being included correctly in balances now.

09-08-2023

Accounting: Expense- Resolved an issue that caused a 400 decoding error when trying to unpost an expense.

09-07-2023

Accounting: Revenue- Invoices- Resolved an issue causing long descriptions to overlap amount fields. Now the description will wrap on the invoice list and truncate on the PDF as needed.
Accounting: Revenue- Statements- Resolved an issue causing long descriptions to overlap the amount. Now the description will be truncated as needed.

09-06-2023

Fundraising: When viewing a Fundraising Opportunity, under the "More" dropdown menu, you can now find a "Revenue and Expense Statement." This statement displays the revenue and expenses related to that fundraising opportunity. Users can download the report as a PDF or print it. A filter bar allows users to adjust the date range of the report. A similar report can also be found when viewing a Grant Opportunity, where it's referred to as a "Spend Down Report.”
- Resources:
  - Grant Opportunities
  - Fundraising Opportunities
Fundraising: Users can benefit from AI-driven insights and improvements for text-based content in the Library. Simply provide an input prompt and desired output length, and let the AI Optimization Tool assist in generating well-crafted, persuasive content. Users can edit and save existing content as a new item or replace it with the updated version.
- Resources:
  - Library

09-05-2023

Accounting: Revenue- Resolved an issue causing an unknown error if an unposted revenue was selected when sending acknowledgements. You can only send acknowledgements for posted revenue. The send acknowledgement button will turn grey if an unposted revenue is part of the selected items.

09-01-2023

Accounting: Revenue- Statements- Resolved an issue causing statements to show even when the balance due was 0.00 for the date selected. Once a receivable's balance is 0.00 it will no longer show on the statement.
Accounting: Revenue- Updated the Revenue list to indicate which revenues are receivable. A new column was added after category. If that revenue is marked as a receivable, the receivable column will show a check for that revenue.
Accounting: Revenue- Statements- Resolved an issue that prevented the date filter from working correctly. Only receivables on or before the statement date selected with show now.
Accounting: Financials- Resolved an issue that caused the Accounts Receivable Aging Report to display the wrong profile for a receivable that was edited. The report has been refreshed and now displays the current information for the receivable.

08-30-2023

Accounting: Banking- Payment Register- Resolved an issue that caused the incorrect profile name to show for a check on the payment register. The payment register has been updated to reflect the correct profile name with the correct check number.

08-24-2023

Reporting- Resolved an issue causing a user to receive an unauthorized message when accessing reporting even though the user had the correct permissions. The user is now able to access reporting.

08-23-2023

Reporting: Resolved issues preventing reporting from updating correctly in sandbox. All sites are up to date now.

08-18-2023

Reporting- Resolved a permission error for a GrantHub Pro user that prevented access to reporting. The user now has the correct permissions and can access reporting.
Reporting: Resolved an issue preventing profiles from being available in reporting. All profiles are now available in reporting for the effected site.
Reporting- Resolved an issue preventing some profiles from being available in reporting. All profiles are now available for the site effected.
Accounting: Banking- Reconciliation- Resolved an issue that caused an error when a client processed a reconciliation which then caused the reconciliation to get stuck processing. The error has been corrected and the reconciliation has been processed successfully.

08-16-2023

Accounting: Payments- Resolved an issue that caused the journal entry created by voiding a payment to have a date of 01-01-0001 instead of the void date. The effected journal entries have been updated to have the correct void date.
Accounting: Payments- Resolved an issue on a client site that caused a payment to process twice. When the duplicate payment was then voided the expenses were showing unpaid when they should be showing as paid. The data related to this issue for this client has been cleaned up and the payment is correctly reflected now.

08-14-2023

Accounting: Dashboard- Resolved an issue causing a revenue transaction to not be included in the dashboard or reporting amounts for a client. The revenue transaction is now showing in reporting and included in dashboard totals.
Accounting: Updated filters so Profile, Service, and Opportunity filters are searchable anywhere they are used. You can start typing the value you are looking for and the filter list will narrow the results to match so you no longer have to scroll when trying to use a value at the end of the list. For example, if you are trying to filter the revenue list to John Smith's revenue you can click on Filter and in the Profile drop down start typing Smith and the list will be limited to the profiles with Smith in the name and from there you can select the one(s) you need.

08-11-2023

Accounting: Journal Entries- Resolved an issue that prevented an opportunity from being removed on a manual journal entry. The opportunity can now be edited or removed on a manual journal entry.

08-07-2023

Accounting: Financials- Resolved an issue causing the General Ledger to include unposted manual journal entries. The General Ledger now only includes posted transactions.

08-03-2023

Accounting- Resolved an issue that caused time out errors posting/unposting transactions in the Sandbox.
Accounting: Banking- Payments- Resolved an issue that prevent the Payment screen and Confirm Payment screen from displaying all payments in the group when processing a group that contained more than 10 payments at a time. Now all payments will display on both screens when processing a group of payments.

08-02-2023

Accounting: Revenue- Resolved an issue that prevented remittance revenue from being saved.

08-01-2023

Accounting: Revenue- Resolved an issue preventing receivable revenue from being saved.

07-27-2023

Reporting: Resolved an issue preventing Admin users from accessing Reporting. Admin users now have permission to Reporting.

07-26-2023

Accounting: Revenue- Resolved an issue that caused the receivable details section to show blank when viewing a remittance that fully paid the receivable balance.
CRM: Correspondence- Resolved an issue that prevented the email history and email performance from showing current activity. Email history and email performance should be showing up to date information now.
CRM- Tasks: Resolved an issue causing a new task to not save without a due date. Due date is a required field and is now marked required. If you try to save a task without a due date, the due date field will turn red and the task cannot be saved until due date is entered.
Accounting: Revenue- Resolved an issue preventing recently posted remittance from being unposted. Remittance can now be unposted as long as they are not attached to a deposit.

07-25-2023

Accounting: Deposits- Resolved an issue that was causing receivable revenue to show on the deposit screen. Receivable revenue cannot be deposited and has been removed from the undeposited section of the deposit screen.

07-24-2023

Accounting: Revenue- Resolved an issue causing the balance for a receivable to display the incorrect amount when viewing a posted remittance.
Accounting: Expense- Resolved an issue that caused file attachments to not save when attached while creating an expense. File attachments will not save correctly when added during create. File attachments previously added while creating an expense will need to be reattached to the expense.
CRM- Imports: Resolved an issue that caused an import to fail if a new profile was added to the same file being used to update funder information.
Accounting: Revenue- Resolved an error retrieving revenue when clicking on the revenue menu after viewing a revenue.

07-21-2023

CRM: Resolved an issue causing a request authorization failed error when a user with a GrantHub Pro role tried to attach a profile to a note, task, or relationships. The permissions have been updated so profiles can be attached by this role.
Accounting: Reporting- Resolved an issue that caused accounts to not display in reporting. Accounts are now populated for reporting in the affected site.
Accounting: Banking- Resolved an issue that caused a reconciliation for an account to get stuck in a processing status. The status on that account has been updated to allow it to be reconciled.

07-18-2023

Accounting: Payments- Resolved an issue causing a journal entry not balanced error when voiding a check.

07-13-2023

Accounting: Banking - Resolved an issue causing a time out error when reconciling an account with a large number of transactions.

07-12-2023

Accounting: Financials- Resolved an issue causing cancelled expenses to display on the Accounts Payable Aging Report. Cancelled expenses have now been removed from the aging report.
Accounting: Expense- Resolved an issue that caused a duplicate journal entry from a posted expense when the post button was clicked multiple times quickly.
Accounting: Financials- General Ledger- Resolved an issue causing an error retrieving expense from repro when running a general ledger report for a specific date after posting an expense.

07-10-2023

Accounting: Banking- Updated reconciliation to provide a blue information box if the previous reconciliation for the selected account failed when a user tries to reconcile an account again.
Accounting: Banking- Resolved an issue causing an error reconciling an account. The error was being caused by a difference on the backend resulting from a check selected to be cleared being voided. The errors have been corrected for the client reporting this issue.

07-07-2023

Accounting: Banking - Resolved an issue causing a time out error when reconciling an account.
Accounting: Reporting - Resolved an issue causing some transactions to not be available within Foundant Reporting. All missing entries have been populated and will be included in the reports.
Fundraising - Added task type to the opportunities task baseball card.
CRM - Added related profiles with hyperlinks to the task page.

07-06-2023

Accounting: Banking- Resolved issues causing "unknown error occurred" and missing outstanding transactions when reconciling an account. Clients may reconcile their account now.
Accounting: Financials- Resolved an issue causing a not found in repo error on the Budget Report when selecting a new budget.
Accounting: Imports- Resolved an issue causing a revenue import to fail when it included newly created accounts or services.

07-05-2023

Fundraising: Grant Management- Answer Library- The ability to add, edit, search, and archive answers to common requests for grant management is now available in Answer Library. Files, text, and URL answers can be stored.
- Answer Library
Accounting: Revenue- Added three new revenue categories: Grant, Dues, and Event. These categories are also available for import and in Foundant reporting.
- Revenue
- Revenue Categories
Accounting: Revenue- Updated revenue to add a Receivable checkbox and remove the receivable/invoice category. This allows you to have a receivable in any category of revenue. When receivable is selected, the debit account must be an account marked as a receivable. You can set up multiple receivable accounts to keep track of grant receivable, account receivable, and pledge receivable. Receivable has also been added to revenue import. When receivable is selected, the debit account must be provided in the import. All revenue previously in the receivable/invoice category has been marked receivable and moved to the Other category.
Accounting: Banking- Reconciliation- Updated reconciliation to include Last Reconciliation Date on the Initial Transaction page when reconciling an account for the first time. Enter the date this account was last reconciled in a previous system. When entered, all transaction on or before this date will be excluded in the outstanding items list. If you leave reconciliation before processing, this date will need to be reentered when you come back to reconciliation.
- Reconcile an Account
Accounting: Banking- Resolved an issue causing initial transactions to not display on the list of outstanding items after unreconciling an account. The missing initial transactions are now showing correctly.

06-29-2023

Accounting: Revenue- Resolved an issue that caused a failed to validate error adding new revenue even though all required fields were entered.

06-22-2023

Accounting: Revenue- Updated message notification to be a smaller, floating message. Green/success messages will disappear after a few seconds. Red errors require acknowledgement from a user.

06-21-2023

Accounting: Revenue- Resolved an issue causing an "unknown error payment method details cannot exist without payment method" error when editing the payment method details without editing the payment method at the same time. Now as long as you have a payment method, payment method details can be edited without changing the payment method.

06-20-2023

Accounting: Reconciliation- Resolved an issue causing a reconciliation to get stuck processing then causing a reconciliation not open error when the user tried again. The reconciliation was getting a time out error in the background that was not being returned to the user.
Accounting: Reconciliation- Resolved an issue causing the cleared amounts to not match the reconciliation summary when viewing the initial reconciliation for an account.
Accounting: Financials- Resolved an issue causing a time out error on the Donation Statement for sites with a large amount of transactions.

06-16-2023

Accounting: Expense- Resolved an issue causing an amount must be 4 digits error when adding an expense.

06-15-2023

Accounting: Financials- Resolved an issue causing a time out error on the Accounts Payable Aging report.

06-08-2023

Accounting: Banking- Reconciliation- Resolved an issue preventing an account from reconciling for a client. The difference was showing as zero but the reconcile button was not available due to a decimal rounding issue.
Accounting: Payments- Resolved an issue causing a validation error when a client was voiding a check. The system was comparing two different decimal lengths causing it to believe the entry was out of balance when it was not. The payment is now voided correctly.
Accounting: Revenue- Resolved an issue causing an unknown database error when deleting a revenue.

06-07-2023

Accounting: Revenue- Payment Method has been added to Revenue to indicate how the revenue was received. Payment method and payment method details are optional fields. Revenue coming from the Donation Hub will have a payment method of Other with payment method details of Online donation. Payment method and payment method details have been added to the revenue import as optional fields. Payment method is now an available field in Reporting.
- Resources:
Accounting: Revenue- Soft Credit Profile - A Soft Credit check box is now available on a revenue detail line. When selected, a second field will open which will allow an additional profile to be added to the revenue. The profile must be a valid profile in CRM. Soft credits are a fundraising concept that represents the recognition of credit for donations. The revenue will show on the profile with an asterisk to help understand a donor's history, their level of influence and allow an option for correspondence. For example, the company that your Board President works for made a donation. Your Board President should be added as the soft credit profile because they were the reason that the donation was made. Soft credit can be edited on a posted revenue. Soft credit has been included in the revenue import and is available in Reporting on revenue transactions.
- Resource:
  - Revenue
CRM: You can now create an out-of-the-box soft credit email template with our new configuration option. Once you have configured your site for soft credit emails, we will send an email to the profile given the soft credit. Soft credit revenue will appear on the profile's revenue card with an asterisk and italics indicating that the revenue is soft credit and will not be included in the total revenue calculation.
- Resource:
  - Profile Overview
CRM: Added the ability to include a type for tasks to better classify tasks within the system. New system defined task options are Call, Report, Meeting, Deadline, General, Email and Mail. Task type can be seen from the task details page and the task card on profiles.
- Resources:
CRM: Added a My Task Filter to the task list page and calendar view turned on by default. Updated the sort order to show the overdue tasks at the top of the list. Added additional columns to the task page so opportunities can be viewed. Implemented local storage so filters that have been set will remain when returning to the task list page.
CRM: Updated all pages to use consistent buttons and layouts.
- Resources:
Fundraising: Grant Management- GrantStation- GrantStation can be accessed within NPC. Through our partnership with GrantStation, your GrantHub Pro subscription gives you full Membership Access to GrantStation for your grants research and proposal development.
- Resource:
  - GrantStation
Platform: To support the GrantHub Pro product the left navigation has been split out within Fundraising making a clear distinction between grant opportunities and fundraising opportunities. As part of the initiative the Platform is rolling out a new and improved permissions schemes with additional roles giving customer more control over what users can do and see within the product. All NonprofitCore and GrantHub Pro users will land on the enhanced task page when logging into the site.
- Resources:
Accounting: Reporting- Resolved an issue that prevented new or updated transactions from showing in reporting.

05-30-2023

Accounting: Imports- Resolved an issue causing revenue imports to get stuck in an uploaded status. The effected imports are now showing the correct status of failed.

05-26-2023

Accounting: Journal Entries- Closing Books- Resolved an issue that caused an extra zero dollar journal entry to be created when closing a fiscal year. The correct journal entry was also created so financials were not effected.

05-22-2023

NonprofitCore- Resolved an issue causing a blank screen on sign in for some users.

05-17-2023

Journal Entries: Close Books- Resolved an issue that caused the year end journal entry to show zero in some situations when the fiscal year end was not the calendar year end. Now when the year is closed, the journal entry will be created with the correct entries.

05-12-2023

Added donor first and last name merge fields to be used within the honoree and soft credit email templates.

05-11-2023

Accounting: Banking- Resolved an issue causing time out errors in Bank Reconciliation. The time out window has been increased to allow for large amounts of transactions to have time to process.

05-10-2023

Platform: Resolved an issue causing the eventstore to halt which caused time out errors in NonprofitCore, CommunitySuite, Grant Lifecycle Manager (GLM), and Scholarship Lifecycle Manager (SLM).
Accounting: Journal Entries- Resolved an issue causing the year end entry to not be removed when opening the last month of the fiscal year after it was previously closed.

05-03-2023

Option to include Honoree added to Donations: Added the ability to make a donation in honor of. The donor can choose to notify the entity they are honoring by email, physical mail or skip notification. When email is chosen, the notifyee will receive communication using the default honoree communication template. When physical mail is chosen, a task is created for the system user that has been assigned to honoree physical mail in the configuration. The task will have a direct link to the PDF that needs to be printed and mailed out. Honoree has also been added to revenue. Honoree information from an online donation will appear on the revenue created from the online donation. Honoree can also be included on a manual revenue during create or edit.
- Resources:
Accounting: Imports- Resolved an issue causing a time out error while importing services or accounts.

05-01-2023

Accounting: Journal Entries- Resolved an issue causing the previous close date to not update correctly when books were opened. The previous close date should update now to reflect the last close date after opening books.

04-26-2023

Accounting: Banking- Resolved an issue causing "reconciliation already started" errors in bank reconciliation.

04-25-2023

Accounting: Financials- Resolved an issue causing a time out error on the Statement of Financial Position on a site with a large amount of transactions.
Accounting: Revenue- Added the ability to delete a historical revenue.

04-24-2023

Accounting: Revenue- Resolved an issue causing accounts and services to not populate if you refreshed the screen while editing a revenue.
Fundraising: Opportunities- Updated the opportunities list to include paging. When you return to opportunities, the list defaults to the previous sort option and page.
Fundraising: Opportunities- Updated to ignore special characters when returning search results.
Accounting: Revenue- Resolved an issue causing a file attachment to copy to the new revenue when copying a previous revenue that had an attachment. File attachments should not carry forward when copying a revenue.

04-20-2023

Accounting: Import- Resolved an issue causing the journal entry import to not ignore columns that were marked ignore during the import mapping. Now only confirmed columns will be used during the import.

04-19-2023

Fundraising: Opportunities- When copying a Grant Opportunity, award information will no longer carry forward to the new opportunity. The Amount Awarded, Decision Date, Award ID, Date Submitted, Award Term Start Date, and Award Term End Date fields will all be blank on the new grant opportunity created from the copy.

04-18-2023

Fundraising: Opportunities- Updated opportunities so due date will no longer change to yellow or red as the date passes.
Fundraising: Opportunities- For Grant Opportunities, Edit will no longer have an option to edit the opportunity image. Grant opportunities do not have images. Editing a fundraising opportunity will still have the option to edit the image.

04-14-2023

Accounting: Financials- Previous filter values will now be kept when you leave a Financial report to go to another accounting screen and then come back to the report. Values will reset to the default value once you leave Accounting or log out.
Accounting: Financials- Resolved an issue causing the Statement of Activities to default to calendar year instead of fiscal year.
Accounting: Financials- Resolved an issue causing the Total Liabilities and Net Assets amount to show as 0.00 on the Statement of Financial Position. The correct total is now reflected.

04-13-2023

Accounting: Financials- Resolved an issue that could cause the Budget Report to display the incorrect amount for actual balance if there were over 25,000 transactions for an account in the date range selected. Now a message will display if the range selected contains more than 25,000 transactions. If you receive this message, reduce the date range selected and try again.
Accounting: Financials- Resolved an issue causing an error generating the Statement of Financial Position if an account had more than 25,000 transactions. The limit has been doubled allowing the report to generate correctly now.
Accounting: Financials- Resolved an issue that could cause the Statement of Functional Expense to display the incorrect amount if there were over 25,000 transactions for an account in the date range selected. Now a message will display if the range selected contains more than 25,000 transactions. If you receive this message, reduce the date range selected and try again.

04-12-2023

Accounting: Financials- Resolved an issue on the Statement of Activities causing the date filters to reset to the previous selection every time refresh report was clicked.
Accounting: Deposits- Resolved an issue causing the journal entry for a posted deposit to not show on the ledger. The journal entry on the affected site has been corrected so the deposit is properly reflected on the account balances and financials now.

04-11-2023

Accounting: Financials- Resolved an issue that could cause the Statement of Activities to display the incorrect amount if there were over 25,000 transactions for an account in the date range selected. Now a message will display if the range selected contains more than 25,000 transactions. If you receive this message, reduce the date range selected and try again.

04-10-2023

Accounting: Financials- Resolved an issue with some account balances showing incorrectly on the Detail Trial Balance and Trial Balance. There is a limit to the amount of transactions that can be included in the report. Previously when the limit was reached the report was displaying the balance without all the transactions for the selected date range. Now if the limit is reached within the date range selected, a message will be displayed instead of returning the incorrect balances. If you receive the message, reduce the date range selected and try again.

04-07-2023

Accounting: Financials- Resolved an issue causing dates to default to the calendar year instead of the fiscal year. Now if a site's fiscal year starts on a month other than January, the financial reports will default with the correct start date for the current fiscal year.

04-05-2023

Accounting: Financial Reports - Removed the Show/hide report details button and updated how the sub account information displays on the Statement of Functional Expense and Trial Balance. Sub accounts are listed below the parent account and are highlighted in the expanded view. When collapsed any account with sub accounts will have a plus icon to expand to see the sub accounts. The accounts can be collapsed/expanded at the account level or you can collapse/expand by report section. The highlighted rows and icons are removed when print report is selected.
- Resources:
Accounting: Banking- Added a Payment Register. The Payment Register lists payments by date range, account, or payment type. The payment register includes profile, payment type, check number, amount, payment date, and void date if the payment is voided. This list can be sorted by any of the column headers. Filters are available by selecting the filter button in the top right corner.
- Resources:
  - Payment Register
Accounting: Banking- Resolved an issue causing an account not found for reconciliation error when trying to start a new reconciliation.

04-04-2023

Accounting: Journal Entries- Resolved an issue that caused multiple journal entries to be created when expenses were posted. This was causing expenses to show duplicated on opportunities and in financial reports. The duplicate journal entries have been removed in the affected site.

03-31-2023

Accounting: Financials- Resolved an issue on the Statement of Activities, Statement of Financial Position, and Detail Trial Balance causing parent/sub accounts to not display correctly. The expand/collapse symbol is showing now and sub accounts are indented again.

03-30-2023

Accounting: Financials- Resolved an issue causing an unknown error or no data found error on the Trial Balance, Detail Trial Balance, and Statement of Activities. All three reports are now populating correctly.

03-24-2023

Accounting: Resolved an issue causing unknown and fetching errors when going into areas of Accounting.

03-23-2023

Accounting: Reporting- Resolved an issue preventing payments from showing in reporting. Custom reports now have an option for payments under transaction type.

03-16-2023

Accounting: Payments- Resolved an issue where payments were showing duplicated on the payment screen after an error processing. The invalid payments have been removed on the site.
Accounting: Banking- Resolved an issue causing a reconciliation to time out while processing.

03-15-2023

CRM: Profiles- Resolved an issue that prevented revenue from showing correctly after a profile was merged. Now revenue from the merged profiles will display on the new profile.
Accounting: Revenue- Resolved an issue preventing edits to due date from saving on a receivable/invoice category revenue. Edits to due date, revenue date, and description are now also displayed corrected on statements.

03-14-2023

Accounting: Financials- Increased the width of the amount column on the printed version of Statement of Functional Expense to show larger totals.
Accounting: Financials- Resolved an issue on the Statement of Activities causing the expand/collapse symbols to display on the printed report next to parent accounts. The expand/collapse symbols will display on the screen but not print on the report now.
Accounting: Expense- Resolved an issue preventing a couple of profiles from showing in Accounting even though they were in CRM. The missing profiles have been populated in Accounting.
Accounting: Banking- Resolved an issue preventing bank accounts from showing on the reconciliation screen.
Accounting: Financials- Resolved an issue on the Trial Balance where the debit and credit column totals were showing 0.00. The column totals are now correctly displaying.

03-10-2023

Accounting: Financials- Updated the Detail Trial Balance to always export the expanded version when Export to CSV is selected. Previously, it would export the collapsed version even if the report was expanded. Exporting the expanded version will provide the most detail.
Accounting: Financials- Resolved an issue on the Statement of Functional Expense causing scroll bars to display in the account name section for some account names.
Accounting: Imports- Updated the Accounting Imports menu to include Import Accounts and Import Programs in the same menu as the other accounting imports.
Accounting: Imports- Updated the order of the import menu options.

03-08-2023

Accounting: Financials- Resolved an issue on the Accounts Payable Aging report causing expenses without a due date to show a due date of 0001-01-01. Expenses without a due date are now displayed in the current column and the due date is blank.

03-06-2023

Accounting: Budgets- Resolved an issue with edit budget that caused budget amounts to be cleared if the budget was saved but no changes were made to the budget before clicking save.

03-02-2023

Accounting: Financials- Resolved an issue preventing paid expenses from displaying on the 1099 report.
Fundraising: Corrected issue where we were unable to create a grantseeking opportunity if the user added and amount and then removed it before creation.
CRM: Corrected issue where not all emails were being included in bulk email sends.

03-01-2023

Accounting: Financials- Added the ability to summarize by account type to the Statement of Functional Expense and Statement of Activities. When selected, balances will be displayed by account type instead of account number.
- Resources:
  - Statement of Functional Expense
  - Statement of Activities
Accounting: Financial Reports- Removed the Show/hide report details button and updated how the sub account information displays on the Detail Trial Balance and Statement of Financial Position. Sub accounts are listed below the parent account and are highlighted in the expanded view. When collapsed any account with sub accounts will have a + to expand to see the sub accounts. The accounts can be collapsed/expanded at the account level or you can collapse/expand by report section. The highlighted rows and icons are removed when print report is selected.
- Resources:

02-28-2023

CRM: Profiles- Resolved an issue with relationships not copying when using the copy a profile with relationships.

02-24-2023

Accounting: Revenue- Resolved an issue that was not showing an online donation in the revenue page when an opportunity was set to auto post.
Accounting: Financials- AP Aging- Resolved an issue that was removing paid expenses from the report instead of removing on the payment date.
CRM: Correspondence- Resolved an issue with profile list not acknowledging the Do Not Solicit or Unsubscribe for profiles within a list.

02-22-2023

Accounting: Financials- Resolved an issue that was including paid expenses in the Accounts Payable Aging report after the payment date.

02-21-2023

Fundraising: Resolved an issue loading Opportunity progress when switching between opportunities.
Fundraising: Resolved an issue loading Revenues when switching between opportunities.
Fundraising: Updated the page sizes on Online Donations, Recurring Donations, and Opportunities pages to be 25, 50, 100, and 250, with a default of 25. The page size selected will be stored in the browser and will be saved when the user returns to that list, even across sites. For example, if a user sets the Online Donations list page to show 250 results per page, navigates to CRM, and then comes back to the Online Donations list, the page size will still be set to 250 characters. This will be true even if they log out and log back in unless they are using a different computer/browser.

02-20-2023

Accounting: Payments- Updated the payments section to default sort by date. You can sort by payment date, void date, and payment type by clicking on the column headings.

02-17-2023

Accounting: Payments- Resolved an issue causing the paging section to display the wrong count for total number of records.
Accounting: Payments- Added Filters to the Payments section. Available filtering options include payment date, payment type, account, profile, starting check number, ending check number. Any combination of the filters maybe used together.

02-15-2023

Accounting: Payments- Resolved an issue causing a cannot read properties of undefined error when creating and posting a payment.
Accounting: Payments- Resolved an issue causing the payment section to not load. All payments are now displaying correctly.

02-14-2023

CRM: Task- Resolved an issue with task not displaying and displaying an error handling request.

02-10-2023

Accounting: Financials- General Ledger- Resolved an issue causing a service cannot be found in repo error when running the general ledger.

02-09-2023

CRM: Correspondence- Resolved and issue with name and today's date not merging into the donation statement.
CRM: Profiles- Main Profile Page- Button & Icon review and update. Behind Feature Flag sages.ui-button-updates.

02-07-2023

Accounting: Payments- Resolved a time out issue when navigating to the payments.

02-06-2023

CRM: Tasks- Resolved an issue when creating or editing a task, the assignee list incomplete and includes user not in site.

02-03-2023

Fundraising: Resolved an issue preventing Fundraising admins from being able to add, edit, and manage profile custom fields.
Fundraising: Resolved an issue preventing users from updating Fundraising Opportunities in batch.
Fundraising: Resolved an issue preventing users from importing Fundraising Opportunities.
Fundraising: Resolved an issue preventing users from importing Grantseeking Opportunities.
Fundraising: Resolved an issue preventing users from exporting Grantseeking Opportunities.

01-30-2023

CRM: Notes- Resolved an issue that was posting all notes to all profiles, rather than only the profiles attached to the notes.
Accounting: Revenue- Resolved an issue that was preventing recurring donations from creating a revenue.

01-27-2023

Accounting: Banking- Resolved an issue causing a difference does not equal zero error when reconciling an account even though the difference shows zero. The issue happened if a transaction was marked cleared and then the reconciliation date was changed to a date before that transaction. Now the system will unclear any transactions that happen after the reconciliation date when the reconciliation date is changed.

01-26-2023

Accounting: Banking- Reconciliation- Resolved an issue causing a timeout error when cancelling a reconciliation that contained a large number of transactions.

01-25-2023

CRM: Custom Fields- Resolved an issue with "Add Custom Fields" button greyed out after refresh.

01-23-2023

Accounting: Financials- Added a new Donation Statement. The donation statement displays all posted donations, by profile, for the selected date range. Choose profiles in the results and click Send Statement to send the donation statement by email or download a PDF.
- Resources:

CRM: Profile- Resolved an issue on profile list using custom fields answers were displaying across all custom fields columns rather than on the individual columns.

01-20-2023

CRM: Profile List- Resolved an issue with the fundraising admin permission not allowing the user to create a profile list.
Accounting: Financials- Resolved an issue on the Statement of Activities causing accounts to be indented when they were not a sub account. Sub accounts are displayed indented under their parent account.
Accounting: Banking- Reconciliation- Resolved an issue causing reconciliation to time out when processing a reconciliation with a larger amount of transactions.
Accounting: Banking- Payments- Resolved an issue causing a cannot read properties of undefined error when voiding a payment.

01-19-2023

Accounting: Banking- Reconciliation- Updated reconciliation to consider the void date to determine if a void check should still show in the list of uncleared items. Now a voided check will continue to show on the list until the reconciliation date is on or after the void date.
Accounting: Payments- Updated the unpaid expense section of payments to no longer include cancelled expenses.
Accounting: Payments- Updated payments so historical expense will no longer show in the unpaid section.
CRM: Profiles- Resolved an issue with profiles being unable to edit.
CRM: Profiles- Resolved an issue with profiles unable to save the edited information.

01-18-2023

When a user is adding/editing Opportunity custom fields the list of Opportunity Types will now be grouped by Opportunity Category.

01-16-2023

Resolved an issue causing Amount Expected to not populate on reports.

01-14-2023

Accounting: Removed the data from duplicate payment journal entries. Account balances and General Ledger detail no longer includes the duplicates.

01-13-2023

Accounting: Banking- Reconciliation- Resolved an issue causing an unexpected aggregate version error that prevented accounts from being reconciled or unreconciled.
Accounting: Revenue: Resolved an issue that was not updating the category on an opportunity when editing a revenue entry.

01-12-2023

Accounting: Financials- Budget Report- Added an option to hide rows with zero values. When selected, any account with a 0.00 balance and 0.00 budget will be excluded from the report.
Accounting: Payments- Resolved an issue allowing the column headers to be clicked when the columns are not sortable. The unpaid expense section of payments is sorted by date and does not allow changes to sort at this time.
Site: FR Admin - Resolved an issue where the FR Admin cannot edit profile details except custom fields.
Accounting: Revenue- Resolved an issue causing an error deleting journal entry when trying to unpost a revenue on one site. The affected revenue records have been corrected.

01-11-2023

Accounting: Banking- Updated reconciliation for the new payment flow.
Accounting: Financials- Resolved an issue causing the wrong dates to populate when selecting the Last Fiscal Year filter if the site's fiscal start month was not January.
Accounting: Payments- Resolved an issue that caused multiple journal entries to be created for a payment.
Accounting: Revenue- Resolved an issue causing a blank profile on revenue created from online donations.
CRM-Correspondence: Resolved an issue with emails still populating after the profile had been marked as do not solicit.

01-10-2023

Accounting: Expense- Resolved an issue that prevented the journal entry from being updated correctly when the opportunity was edited on a posted expense. If the opportunity is edited on a posted expense, the new opportunity will be reflected correctly on the journal entry allowing it to display correctly in fundraising.
Accounting: Revenue- Resolved an issue that caused a cannot read properties error when editing a revenue.
Accounting: Financials- Resolved an issue causing the Current Fiscal Year date filter to use the incorrect year on end date if the site's fiscal start month was not January.

01-09-2023

CRM: Added the ability for a system user to associate a profile list to a fundraising opportunity. Enhanced profile list page to now display an opportunity column. This will allow you to easily identify any opportunities associated with a profile list. Another enhancement is when creating a new profile list, you can now select an opportunity at the time of creation.
Accounting: Financials- Resolved an error that caused the start date to default to the wrong year if the site's fiscal year doesn't start in January. Start date will now default to the correct date for the current fiscal year.

01-05-2023

Accounting: Banking- Payments- Resolved an issue causing the payments section to display the wrong number of records when it was set to display 10 records per page. Record count is now displaying correctly and the next page arrows will advance you to the next set of records.
Accounting: Banking- Payments- Resolved an issue causing paid expenses to still show in the unpaid section. All paid expenses are now removed from the unpaid section.
Accounting: Revenue - Receivable/Invoice - resolved an issue that was not updating the Invoice Number when editing an unposted Receivable/Invoice transaction.
Accounting: Revenue - resolved an issue with an edited revenue transaction that was not updating the opportunity in a journal entry.

01-04-2023

Accounting: Financials- Added the ability to summarize by account type to the Statement of Financial Position. When selected, balances will be displayed by account type instead of account number.
- Resource:
  - Statement of Financial Position
Accounting: Financial Reports - Removed the Show/hide report details button and updated how the sub account information displays on the Statement of Activities. Sub accounts are listed below the parent account. When collapsed any account with sub accounts will have a + to expand to see the sub accounts. The accounts can be collapsed/expanded at the account level or you can collapse/expand by report section.
- Resources:
  - Statement of Activities
  - Financial Reports Overview
Fundraising: Donation Custom Fields - Added the ability for custom fields to be added to the donation hub or to an embedded opportunity. This will allow the nonprofit to capture additional information from the donor. Donation custom fields can be required or optional.
- Resources:
Accounting: Banking- Deposits- Resolved an issue causing a npatchapmessage is not a function error when editing a deposit.

01-03-2023

Accounting: Banking- Payments- Added the ability to filter the unpaid expense section by start date, end date, and profile.
Accounting: Banking- Payments- Added paging to the unpaid expense section. It defaults to showing 10 unpaid expenses per page and can be increased to 250 per page.

01-02-2023

Added handling for long profile names when adding profiles to an opportunity to keep them from scrolling the add button off the page.