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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.
02-01-2023
- Checks: Added the ability to export the NACHA file into a .csv file. This option will display in the download NACHA menu item from the checks left-side menu. This will still be behind the NACHA permission.
- Resources:
- Budgets: Added the ability to adjust a budget amount. There will now be a new adjusted column when creating a budget. This can been used for any adjustments made to the budget. We have also added a YTD Projected Budget and YTD Projected Budget by Fund as a column option on the income statement in financials. This new YTD Projected Budget will combine the budget and adjusted amounts in projected column on this report.
01-30-2023
- Templates: Enhanced the yearly tax receipt date field to default to the last calendar year.
- Templates: Resolved an issue with combine households not functioning when generating yearly tax receipt for a particular donor household.
- Donations: Resolved an issue when creating other address from the donation input screen The address information would not save.
- Grants: Removed the grant contact email from the grants content area. The payment information can be sent out through the new check workflow.
- Site: Removed mobile login availability until future mobile enhancements are completed.
- Grants: Resolved an issue with internal grants not following the check approval process.
- Distributions: Resolved an issue with net income distributions not populating from the correct year-end date. Net Income will only process with percentage and will pull the net income for the prior year's net income.
01-27-2023
- Distribution: Resolved an issue that when using the net asset calculation base with aver per year it was pulling prior year's balance. It will now pull current years balance.
01-26-2023
- Vouchers: Resolved an issue where vouchers were unable to post if books have never been closed.
- GL: Resolved an issue when trying to close books. There was a yellow warning.
- Checks: Resolved an issue with multi-fund grant letters emailing a copy of the grant letter per fund on the grant. Clients can use the advanced grant letter to send one email to the grantee.
- Revenue Share: Resolved an issue with revenue share not calculating revenue share correctly with negative funds.
01-25-2023
- Grants: Resolved an issue with canceling a grant payment line. It was not remove from the grants payable table within accounts payable.
- Checks: Resolved an issue with an ACH status stuck in the processing stage.
- Revenue Share: Resolved an issue with revenue share not calculating revenue share correctly with negative funds.
- Yearly Tax Receipts: Resolved an issue on yearly tax receipts when using the combine household option. It was only emailing the household totals.
- Admin Fees: Resolved issue around date calculation for admin fees. It was not pulling in activity for the entire first month on the last day of the first month.
01-23-2023
- Grants: Added the ability to change the grant date in bulk from the New bucket. On the left hand menu you will now see a Edit Grant Date option. Select the date and check off the grants that you would like to apply the new grant date.
- Grants: Enhanced the grant vouchers to have the ability bulk set a voucher date. This will allow clients to set the voucher date in bulk for a one or many grants. Voucher dates can be different than the payment date but not a date prior to the grant date. If the voucher date is prior to the grant date, the grant will not process on to the next step. It will stay in the voucher bucket until a correct date is chosen. When a single voucher is created, the date will default to the payment date on the grant.
- Templates: Enhanced the year end tax receipt template to now include donation custom fields tags.
- Checks: Resolved an issue with batch email gives 414 Request URI Too Large error.
- Templates: Resolved an Aspose startup error, not allowing templates to process.
01-20-2023
- Checks: Resolved an issue with duplicate check number warning was no longer displaying.
- Checks: Resolved an issue with internal grant check duplicating entry within a batch.
- Funds: Updated the funds site list removing the admin fee type and distribution type. These fields will still be available in the export.
- Bank Reconciliation: Resolved an issue with multicurrency statement voucher transactions not displaying in the bank reconciliation.
01-19-2023
- Profiles: Enhanced profiles to display the GLM/SLM icon next to the address on the main profile record if that profile is integrated. This will allow clients a way to easily identify which address is linked to their GLM/SLM site.
- Custom Reports: Added the ability to report on a parent and child relationship with organization profiles. There is now a new Parent Org Profile report and available field sections for parent org profile fields.
01-18-2023
- Scholarships: Enhanced the scholarships settings to now have the ability to disable grant check documents from populating and remove the document bucket. This can be found in Scholarships, Settings, Disable Scholarship Check Documents.
- Grants: Enhanced the grants settings to now have the ability to disable grant check documents from populating and remove the document bucket. This can be found in Grants, Settings, Disable Grant Check Documents.
- Grants: Resolved an issue with multifund grants duplicating grant letter lines.
- Checks: Added the ability to delete or email the grant or scholarship letters from the check id. This will allow clients to remove the grant or scholarship letters if needed.
- Grants: Added the ability to send emails from the document bucket within grants with the subject, content area, email, and cc option.
- Scholarships: Added the ability to send emails from the document bucket within scholarship with the subject, content area, email, and cc option.
- Checks: Resolved an issue with scholarships documents not populating in word and pdf options.
- Custom Reports: Enhanced custom reporting when using a profile id: relabeled the Add/Remove to Grant Type to reflect Add/Remove to Philanthropic Interest Type.
- Checks: Resolved an issue with voucher address not being applied to the check address.
- Vouchers: Resolved an issue when editing a voucher address and selecting other. The country field was missing causing a country code warning.
- Checks: Resolved an issue that if checks have numbers but are unposted, then they cannot be posted.
- Checks: Resolved an issue with ACH email confirmations not sending once transaction in complete.
01-17-2023
- Grant and Scholarships: Resolved an issue when trying to mark grant or scholarships as sent in the documents bucket. It was causing a red error.
01-16-2023
- Checks: Resolved an issue when regenerating grant letters. It was not using the updated Grant Letter Template.
- Checks: Resolved an issue with internal grants not creating an internal grant transfer, causing the receivable to not be alleviated.
- Scholarships: Resolved an issue with scholarship letters not saving in the .docx version as well as the pdf.
- Scholarships: Enhanced the scholarship document bucket to have the download documents option, when processing letters in batch.
- Scholarships: Removed the generate documents menu option within scholarships. The batch process will now work like the grants batch processing for documents.
01-13-2023
- Financials: Resolved an issue when running an income statement and then using the close fund filter. It would result in a red error.
- Reports: Resolved an issue with saved custom reports not updating an employee's name once it was changed on the profile.
- Checks: Resolved an issue when regenerating grant letters. It was not using the updated Grant Letter Template.
01-12-2023
- Checks: Resolved an issue with the approval emails not sending.
- Donations: Resolved an issue with recurring ACH donations displaying a missing credit card message.
- Campaigns: Resolved an issue when purchasing a ticket online and removing a guest online would result in a red error.
- Checks: Resolved an issue with nacha file clients would receive a critical error, when vendors contained special characters.
- Donations: Removed the ability to copy internal donations. They will no longer have the copy option in the left hand menu, since these donations are created from an internal grant.
- Reports: Added the ability to report users, user groups with permissions in custom reporting. These reports can be found under user, user action, and user group.
- Checks: Resolved an issue with documents not being generated with the new check workflow being enabled. Clients can now use the regenerate documents from the check id.
- Checks: Resolved an issue with documents not being generated with the new check workflow being enabled. Clients can now use the regenerate documents from the check batch id.
01-11-2023
- Stripe: Resolved an issue with the manual rerun causing a red error based on the clients version of Stripe. Updated Stripe APIs to call all versions.
- Site: Resolved a permission issue with clients not being able to use the manual rerun from their Stripe payment process.
- Templates: Resolved an issue with yearly tax receipts having a time out error.
- Checks: Resolved an issue with the checks not printing and assigning checks in the same order as the check ids.
- Donations: Resolved an issue when editing an address on a posted public security donations in a closed period, the amount would zero out.
- Yearly Tax Receipts: Resolved an issue with more than the selected donors would populate in the the batch of receipts.
01-09-2023
- Checks: Updated and streamlined the check processing workflow.
- There is now a single check work flow, reducing clicks for clients. With this workflow the checking account, check type, date, and memo line are all one page.
- This enhancement has reduced the number of steps needed process checks in batch. From accounts payable, select create checks from the left side menu. That will open a table for a User to select the bank account and payment type before filtering the check batch. This will filter the list to just that payment type set on the profile. If there isn’t a payment type on the profile, that vendor will process the payment as a check. From this screen, clients now have the ability to name their batches for easy reference. Memo lines have moved into the voucher, grant, scholarship workflow. We have also added grant and scholarship voucher filters to the accounts payable filters. This will still allow clients the ability to filter their check list by the type of voucher they are wanting to pay. In addition we added the ability to filter by the funds checking account by using the Account_id filter.
- The checks buckets have now been reduced to three buckets only: voided/unused, new, posted. Viewing batches can still be done by selecting list batches from the left hand menu. Check Approval has been updated with a multi-select for approvers.
- Grant and scholarship letters will no longer be in the check batch area but rather in the grants and scholarships area within the documents bucket. These letters will appear automatically once the checks have been posted. ACH email notifications will also be sent when checks are posted.
- ACH content areas have been added for electronic payments that have been posted, unposted, or voided. The email will send automatically when one of these actions occur. There is a new radio button for emails called pay. The email with this checked will receive the ACH payment notification with the check detail attached. If there is not a pay email checked, the email will send to the primary email.
- Resources:
- Video: Check Overview
- Video: Single Check Workflow
- Video: Batch Check Workflow
- Checks Overview
- Checks Site Custom Content
- Configure Check Payment Approval
- Copy, Edit, or Delete a Voucher
- Create and Process an External Grant
- Create and Process an Internal Grant
- Create, Post, and Pay a Voucher
- Edit Check Number
- Pay Open Vouchers from Accounts Payable
- Process Checks
- Void a Check
- Resources:
- Templates for Grant and Scholarship Letters: Moved the processing of Grant and Scholarship letters from the check area. This will allow program staff the ability to create grant and scholarship letters separate from the creation of checks. There is now a documents bucket in grants and scholarships. Letters will still be grouped by check batch so that clients can easily print or email letters in bulk. If the check batch is unposted, it will remove the batch from the documents bucket. If clients recreate a check, both letters will attach to the grant/scholarship. When emailing grant/scholarship letters, the email address will pull from the primary email on the profile. The grant and scholarship letters will now attach to the grant or scholarship record once produced.
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Donations: Enhanced donations by adding a soft credit field. Soft credits can have more that one profile added to a donation. Soft credits will not be reflected on the donor profile. There is now a donation soft credit report in custom reporting. There is also a new table for csdata migrations to import soft credits on donations during migrations.
- Good Case Use: Employer sends in a check, for a donation, but foundations want to track the employees that contributed to the donation.
- Donations: Enhanced donations with the ability to copy a donation once you select process. All fields are copied except for payment method, check number, and donation date, which will default to today as normal donation form functionality. Donation Advisor is not copied because advisor is not set on a donation during initial entry. If it is an internal donation, the internal donation status will not be copied; instead it will just be a normal donation. Historical is not copied, so historical donations will get copied in as real donations that impact the general ledger.
- Resources:
- Donations: Added the ability to create a multifund donation when creating a donation from the donations menu. Clients can create a donation and select “make multifund” from the left-side menu. This will allow clients to enter more that one fund receiving a portion of this donation. Multifund donations can only be processed for checks, other payment, or stock payment types. Once the process button is selected, clients will see the profile payment had been created for them. They can then post the donation from payments or use the bulk posting process within donations. Also added a quick post option next to the individual donations within payments. With this enhancement, the fund has moved up in the donation creating screen just below amount.
- Resources:
- Grants: Added the ability to deny grants from the New bucket. This will allow clients to track denied grants within CommunitySuite. Once you have created a grant from the left-side menu, clients will now see a deny grant option. This will move it to a denied status, and this will allow clients to report on denied grants from custom reports. There will also be a remove denial option in the left-side menu of a denied grant. This will allow clients to undo the denied grant status, if needed.
- Resources:
- Templates: Enhanced templates by adding a envelope template. Clients will also be able to assign envelope templates to funds, fund groups, subgroups, divisions, and segments.
- Checks: resolved an issue with checks overdrawn balance not populating correctly.
01/06/2023
- Grants: Resolved an is where clients were unable to Complete Send Grants to GLM from one client Sandbox or Production CommunitySuite sites.
- 1099: Resolved an issue where if the profile was an organization the export would drop the FEIN.
01-05-2023
- Grant: Resolved an issue with anonymous internal grants not also marking the internal donation as anonymous.
- Profiles: Resolved an issue when merging two organization profiles causing a red error.
- Financials: Resolved an issue with saved filters producing an "start date cannot be after end date" error. Clients will now have the ability to edit the dates.
- Checks: Enhanced the ABA file to send financial institution abbreviation for ABA, if set.