CommunitySuite Release Notes 2021

 

12.29.2021

• Resolved an issue that was not allowing a User to void an ACH payment when a grant was synced to GLM.
• Resolved an issue that was not allowing a donor record to be removed it the profile had a previously issue tax receipt record (the donation record had been removed or merged to a different profile).
• Resolved an issue that was resulting in a timeout when a Distribution calculation was created.
• Resolved a time out issue when a Fund Summary Report was created for an entire year.

12.23.2021

• On Campaign screens, changed Donor labels to Profile. Moved Invited Campaigns between Similar Profiles and Notes on the Profile screen. Added a Cleanup link in the main Donor screen. Clicking this will tell you how many profiles have a donor designation but have no donations or pledges, and allows you to clear the donor designation on them. 
  • Resource:
    • Video

12.22.2021

• Resolved an issue with a Distribution Type created with the default balance as the base. The calculation was not correct if the calculate date was in an open month.

12.21.2021

• Added in honor of or in memory of in front of the tribute name in the tax receipt template.
• Resolved an issue preventing restrictions from being set on the 3rd account if the other 2 were already set.

12.20.2021

• Resolved an issue causing the amount in a donation notification email to contain extra commas in the same place.
• Resolved an issue preventing users from making Manual Distributions if the previous quarters books were not closed. The month the manual distribution is being posted in must be open, but the last quarter does not have to be closed.
• Resolved an issue causing an error when you tried to link a donation to a pledge and the donation was more than the pledge.
• Resolved an issue causing an error when creating a profile from Guidestar.

12.13.2021

• Resolved an issue causing an error when the Filter Grant Report export did not include GrantID.
• Resolved an issue causing an error when you clicked Test/Verify on a ticket receipt template.
• Scholarships will now be included in the Individual 990 instead of the Grantee report.

12.12.2021

• Updated the donor profile to include donation history only. Campaign history will now be listed with the main profile. Profiles that are invited to a campaign will no longer be assigned to the Donor Profile Type. This enhancement will allow Users to invite Profiles to campaigns without impacting donor history.

12.08.2021

• Added new functionality to Distributions. When creating a Distribution Type, the User will only be able to enter a value to trailing quarters or years if the appropriate Type is selected (avg per qtr or year). When creating a Distribution Type that uses a Percent Type, the system will no longer accept a number in the trailing quarter or year, as well as allow the ability to include zero dollar periods. The calculation base total balance was renamed to Total Net Assets to more appropriately describe the base. A Distribution Type with a zero percent will now be allowed. This will allow Users to create a Distribution Type for Funds that are not subject to a spending policy. When the Distribution Calculation is created, there is a new description field to label the calculation. This will populate the list view in the main distribution screen. When the distribution is in the review stage, a User will now be able edit the amount prior to posting as well as export results in this stage. Distributions that result in $0.00, will now post so the history of the calculation (or override) is preserved.
• Resolved an issue causing an error during checkout for an Auction.

12.07.2021

• Resolved an issue causing an error when Custom was selected as the Payment Frequency while creating a Pledge.
• In order to close an account, the balance must be zero. If the balance for each fund is not zero, including when the funds net to zero, you will have the option to transfer the balance and close the account.

12.02.2021

• Resolved an issue causing an error changing funds on a donation if the donation has an admin fee associated with it.

12.01.2021

• Added a 990 report for Grants to Individuals. Grantee's that are individuals will be included in this report. Enhanced the 990 export to include the IRC Section Code and Grant Purpose. The IRC Section Code will be populated from the new Tax Class field that is user defined in Profile Types. The Grant Purpose will be populated with the Grant Type from the grant. If the Grantee has been awarded more than one grant with multiple grant types, the grant type with the highest combined grant awards will be used.
• The Help link has been removed from the left menu. Help can now be found in the Foundant Help ? icon on the bottom right side of the screen.
• Added the ability to make an Opportunity Task recurring (similar to the recurring option on a Task).
• Filtered Reports in Grants and Fund History will now be sorted newest to oldest. Added a Past Due column to the Grants Voucher list.
• Added the ability to attach a file to a bank reconciliation. Zero Dollar bank reconciliations will now show in the historical report list.
• Added the following fields to the Tax Receipt Template: Work Organization, Envelope String, and Tribute Name. Envelope String includes Name, Address, Work Org, and Work Title and is formatted in a block like a mailing label.
• The amount field in Donation & Grant Notify emails will now be formatted with commas.

11.23.2021

• Added the following fields to the Check template: Grant Advisor Label (grant_advisor.label), Scholarship Name (scholarship_name), Grantee Contact Email (grantee_contact.email), Primary email of Vendor (vendor_email), Apply Amount (apply_amount) Added the following fields to the Tax Receipt template: Payment Method (payment_method_name), Donation Type (donation_type_name) Added the following fields to the Yearly Tax Receipt template: Payment Method (payment_method_name), Donation Type (donation_type_name) Added the following fields to the Grant Letter and Advanced Grant Letter Templates: Payment Type (check.payment_type) (Advanced - payment.type), Scholarship Name (scholarship_name), Grantee Contact Email (grantee_contact_email), Primary email of grantee (grantee_email), Primary email of Vendor (check.vendor.email) (Advanced - vendor_email) Added the following fields to the Scholarship Letter Template and Advance Scholarship Letter Templates: Payment Type (check.payment_type) (Advanced - payment.type), Scholarship Name (scholarship_name), Primary email of grantee (grantee_email), Primary email of Vendor (check.vendor_email)
• When copying a grant, if the grantee is inactive the Fund Advisor will now receive a message that you cannot grant to this grantee.
• Optimized the process to mark fund statements complete to improve performance.
• In order to protect Student privacy, Fund Statements that include the detail grant section will now return "Scholarship - Student Name Withheld" instead of the student name or school
• Resolved an issue causing an error when you tried to view the Template Field List for Checks.
• Resolved an issue that was preventing you from being able to assign more than one tax receipt template to the same fund group/subgroup/division/segment.
• Resolved an issue causing an error when clicking on the total in Donation Summary (Direct And Advised) (Household And Members) for a household donor.

11.22.2021

• Added the ability to enter a close date when closing an Opportunity. Logs will now track the date and time an opportunity stage was changed.
• Resolved an issue preventing the ability to search by student when adding a recipient to a scholarship.
• Added the ability to make an Opportunity Type and Opportunity Task/Note Type inactive. Inactive types will not show in the list for selection when adding or editing an opportunity or opportunity task/note. Inactive users will no longer show in the Assigned To list in an when adding or editing an Opportunity Task.
• Resolved an issue causing an error on the Receipts tab in the Fund Advisor Portal if the advisor is a Household and receipt lookback is set.
• Resolved an issue causing spendable grants to be created without a grant type. The default grant type will now be used on all spendable grants created for the fund.
• Resolved an issue that was allowing check numbers to be assigned to a grant, bypassing the check approval process. The [post] and [add number] links for checks have been removed from the grant screen. You can still click on the check to go to the check screen.
• Added the ability to delete a historical scholarship. A historic scholarship is a scholarship record created during migration without any ties to the GL. The ability to delete a historic scholarship is a separate permission set by default for any Users in the Admin Group.

11.17.2021

• Resolved an issue causing the wrong fund to receive admin fee revenue if admin fee was calculated per transaction. The admin fee was going to the default fund instead.
• Resolved an issue causing the affiliate portal to show 1 less fund then the promoted list.
• Resolved an issue causing the user name to not show correctly on the checkrun tab and posted batches tab in Checks if the user name has been updated.

11.12.2021

• Resolved an issue where special characters in a vendor name were causing errors creating a NACHA file.

11.08.2021

• Minimum Fund Balance is now available to use on a Fund Statement template by adding {{min_fund_balance}}.

11.04.2021

• On the Income Statement, if you choose Budget By Fund, it will ONLY return data for funds with the budget option checked, regardless of any other filters you have.

11.03.2021

• Resolved an issue causing a reoccurring anonymous grant to not stay marked anonymous when created from a fund advisor grant request.
• Updates to Financial Reports which require Restrictions to be set in a Foundation's Account Default settings. These updates will result in more robust drill down options. The Column and Financial View options are now selected in the edit menu after selecting the initial date or date range. For an Audit and Fund Balance Report, an option to Group Funds by Group, SubGroup, Division or Segment is now available by selecting edit after the date selection. 
  • Resource:
    • Video

11.01.2021

• Balance Swap processing will now generate a background job. In addition, a summary screen was added to the Balance Swap screen to help summarize the totals per account for all suggested swaps. These enhancements, along with back end work related to donations, should resolve time out errors processing in these areas.
• Resolved an issue for clients using the Split Interest functionality which was not successfully creating vouchers if the same beneficiary was assigned to multiple funds.

10.29.2021

• Resolved an issue with recurring donations set to cover credit card fee not processing the correct amount in Stripe. The donation amount in CSuite included the CC fee even though it was not charged to the donor in Stripe.

10.28.2021

• The 990 report for Grantee's will now only include Grantee's that are organizations. A 990 report for Individuals will be released in early December.
• Optimized Fund Advisor Portal queries to help system performance.

10.26.2021

• Resolved an issue when a Fund Advisor login email is sent. Emails will be sent to all valid emails. Invalid email addresses will be logged. Updated the message when a Fund Advisor login link has expired.
• Resolved an issue that caused an error Searching GLM when creating a profile.
• Resolved an issue allowing Fund Advisors to copy grants when they had permission to grants but not grant requests.

10.20.2021

• Resolved an issue causing negatives to not display correctly on Fund Statements created with Financial Views.

10.19.2021

• Resolved an issue when sending Fund Advisor Login Emails. If a Fund Advisor has an invalid email address, the job will skip that Fund Advisor and continue. The invalid email will be included in the Fund Advisor log.

10.18.2021

• Optimized bank reconciliation history report to improve performance.
• Resolved issues related to Stripe redirecting to an empty cart without seeing the Thank You page in Donation Portal.

10.15.2021

• Resolved an issue causing an error when reconciling the till for Stripe deposits.

10.13.2021

• Updated the error message received when attempting to post a journal entry import that has already been posted.
• Resolved an issue causing work-title and work_name to not pull in correctly when importing profiles.

10.12.2021

• Added a "Copy Error" link along with additional information to error messages to make it easier to troubleshoot. If you click "Copy Error" the details of the error will be copied to your clipboard so the message can be added to a support ticket.
• When importing grants, if the amount is empty, a yellow information message will be given instead of a red error. Resolved an issue causing the view more option to give a red error.

10.08.2021

• Resolved an issue causing duplicate orgs to be created during a profile import.
• Resolved an issue causing the Assigned To field in Tasks to display the incorrect name.

10.06.2021

• Resolved an issue causing the name to not display correctly in several places after the profile name was updated.
• This feature allows Users to send a notification email to a contact at the organization which is different from the primary Grantee email. Grantee Contact is now a field on a grant record. A profile can be added similar to Grant Advisor. There is a setting that needs to be enabled in System Data> Fund Advisor Portal which will allow a Fund Advisor to enter a Grantee Contact when requesting grants. If the Grantee Contact has an email in their profile, when the grant is paid, the contact will receive an email which is configured in System Data>Content>grantee_contact_post_email_body. There is a grantee_contact_unpost_email body if needed.
• This feature allows a Fund Advisor to create a Grant Request that is submitted on behalf of another Fund Advisor for the Fund. This feature will be helpful for those funds that have multiple advisors. One Fund Advisor will be able to login and request a grant on behalf of another. This is enabled within the Fund record and is available in Fund Bulk Edit.
• This feature allows a Fund Advisor to copy a Grant Request from a grant in their historical grant list. Once selected, they can modify any of the fields in the grant request screen.
• This feature allows a User to select a box on the Fund record to not enforce spendable on a per fund basis. This is currently an option in System Data and it is an all or nothing option. The flag to not enforce spendable on a per fund basis will be set for all sites with this option enabled in System Data. This is a great option for Funds that are fully spendable, yet the Foundation applies their Spending Policy as a suggested goal.
• This feature allows a User to create Admin Fees for more than one Operating Fund and/or Revenue account. There is now an option within each Admin Fee type to set the Admin Fee Fund and Admin Fee Revenue Account.

10.04.2021

• Resolved an issue caused when a checkrun batch contained a check number that was already used. You will now receive a message letting you know the check number is already used.
• Resolved an issue where the steward name was not getting updated correctly when a user profile name was updated.

09.30.2021

• Resolved an issue with nested custom fields not displaying correctly in custom reports.

09.29.2021

• Resolved an issue in Custom Reports where filtering on a text custom field did not always return the expected results.
• Added donor name back to deposit GL transaction description for donations that were processed as "Other Payment" payment method.

09.27.2021

• Modified wording for Scholarship Check Void options. Options are "Apply check to scholarships (this will allow you to switch schools, cancel, etc)" and "Reissue a new check."

09.24.2021

• Resolved an issue with recurring donations with matching fees set caused an error. Resolved an issue with custom report filtering not keeping search results when switching between search and checkboxes.
• Resolved an issue that was preventing paying multiple fund grants if the second fund was paid first.
• Resolved an issue preventing reports from filtering to a day.
• Resolved an issue preventing an unused check from being recorded if the check number was used on a different account.
• Resolved an issue with using special characters (quote) in the Donation Portal.
• When adding a Tribute to a Donation, the Existing Tribute selection is now a search instead of a drop down box. This will make it easier to find a tribute when there is a long list of existing tributes.
• Resolved an issue that was not populating the approval and approved Check buckets correctly when Check Approval was enabled.
• Resolved an issue that was not allowing a User to delete an unapproved Journal Entry if Journal Entry Approval is enabled in System Data.
• Resolved an issue that was not including the fund short name on a check template if the payment was for a multi-fund Voucher.
• Resolved an issue causing an error when the user inadvertently double clicks the link to edit a filter.

09.22.2021

• Improved speed on the balance swaps page to help with timeout issues.
• Resolved an issue allowing books to be opened past the date they were closed.
• Resolved several issues with custom report filtering caused when a comma was used in a number, filtering on a nested list, or an empty integer value with an IS NOT filter.
• Added an option to "Include Voided Checks" in the positive pay export. If checked, voided checks will be included in the file if their check date is within the range selected.

09.20.2021

• Continued work related to updates for Financial Reports. Changed the reference to Equity in the Statement of Financial Position to Net Assets. Revised the language when a User selects Exclude Subfunds for a Trial Balance. Added the ability for a User to edit the GL date when a drill down view is selected. Reclass has been added back in as an option for Users. Resolved an issue with the Investment report that was including a sub-account in the parent account investment level, rather than including it with the sub-account investment level.
• Donor will now be notified on the screen if there was an error when processing a credit card.
• Added an option to upload a csv list of fund id's to easily create a filtered list in Custom Reports.
• Resolved an issue preventing the ability to delete a Custom Report created by an inactive user.
• Fixed an issue where a ~ was showing in the filter value on a saved Custom report if the filter was using Contains.
• Resolved an issue that was not populating Fund Advisor log correctly when a grant notification was emailed.

09.17.2021

• For clients using Bambora as an ACH Payment Provider, added an option to System Data>Check Options to send a grant or scholarship letter with or without the ACH email. For all clients, added a warning on batch processing grant & scholarship letters if a template is not assigned. If the entire checkrun is electronic, a User will not longer have an option to print checks. Resolved an issue that was not using the correct grant or scholarship template when assigned to a check batch. Updated the Posted Check bucket list to include Unused checks.
• Resolved an issue that caused an error in Custom Reports if you filtered by a Custom Field with more than one dropdown option.
• Resolved an issue that was not restricting tax receipts listed in the Fund Advisor Portal to the look back date set in System Data settings.
• Account fields have been added as options for the Budget Custom Report.
• Permission Update: The ability to move a check from a checkrun has been moved from the edit permission to the checkrun permission. This will allow a User to remove a check from a batch if a separate action needs to be taken (i.e. void), but not have the ability to edit a previously created check.

09.15.2021

• Add the ability for a User to record an Unused Check. This is new menu option in the Voided/Unused Bucket from the Checks/Account screen. Three new Permissions were added to Checks: Add Unused Check, Delete Unused Check and Edit Unused check. Admin Users will have these three permissions turned on by default. In addition, the check sort order was updated in the posted bucket to sort by date as primary. The secondary sort will be check #, electronic then voided. The check custom report now includes void/unused data fields.

09.13.2021

• Resolved an issue that was not allowing a Commited Opportunity to have a value of $1M or greater.

09.09.2021

• Resolved an issue for clients in the Australian region that was not allowing a Fund Advisor to enter a state with a three digit abbreviation when requesting a grant.
• Resolved an issue preventing the ability to remove a line item from a Recurring Voucher.

09.08.2021

• Resolved an issue that was not allowing an email to be added to a profile if it had previously been entered in another User profile.
• Resolved an issue that was not changing the status of paid integrated Grants or Scholarships in GLM/SLM.
• Resolved an issue that was marking recurring donations as "no" tax receipt needed if Auto Tax Receipt was not set in System Data.
• Resolved an issue where images were not included when profiles were merged.

09.07.2021

• Added the ability to edit a filter when creating custom reports instead of deleting and re-adding the filter. Select the filter link to make changes to the filter.
• Resolved an issue that was not including attached files when merging a profile.
• Resolved an issue that was not allowing a User to enter a negative amount for Account Transfers.

09.03.2021

• Resolved an issue that was causing integrated profiles to unlink if profiles are merged after the grant has been created in CSuite.

09.01.2021

• This feature will allow a User to add multiple email addresses to a Fund Advisor’s native profile record for donation and/or grant notification emails. If an email is not set, the system will default to the primary email. This capability was added to bulk profile updates.
• In the Donor/Fund Advisor Portal, added a new Login Log that includes the same information as a CSuite User Log. The Fund Advisors Last Login Date was added to the main Fund Advisor table.
• This feature will enable a User to enter content for the Subject Line of emails sent to Fund Advisors notifying them that Fund Statements have either been posted to their Portal or are attached to the email.
• Added a new log option titled "full log trail, which includes a log from the originating record to completion. This is available for Grants, Scholarship, Vouchers, Donation and Payments. When Log is selected for any of these transactions, the full log trail will be shown, if a User would only like to see the log for the specific transaction, that will be an option in the left side menu in the full log view.

08.31.2021

• Public security donation quantity has been increased to 3 decimal places.
• Steward name has been added to the Donor Report. An inactive address filter was added to the Profile and Profile Address Custom Reports.
• Tribute Notify Report was added to Custom Reports. This will allow you to create a report including the notify name, notify type, email address, and address for tributes.
• The bank reconciliation date will now show on the Check screen, and Grant Payment Schedule for any cleared check. You can click the link to view the bank reconciliation.

08.30.2021

• For clients in the Australian Region, resolved an issue that was causing a time our error when sending Fund Advisor login emails.
• When deleting Grant Types, the confirmation screen will now include a record count. This allows the user to see how many records the grant type is used on before deleting.
• Additional filter by options have been added to Custom Reports. You can now do a filter using "Contains" or "Begins with"

08.27.2021

• Resolved an issue that was not allowing a User to create a Fund Statement for a Sub Fund if the Fund Statement format was set to use Financial Views.
• Resolved an issue where journal entries would not import with a blank in amount when using the Fund Trial Balance format. Blank or 0 will now be accepted.
• Resolved an issue where duplicated journal entries were not saving changes to the line description.
• Resolved an issue that was not creating a profile when a User created a Profile using the "Search GLM" function and the Profile had a multi-select Custom Field associated with it.

08.26.2021

• Resolved an issue that was not allowing a client who uses Bambora as a payment processor to update the ACH account credentials.

08.25.2021

• Added the following date field options to the Fund Report in Custom Reports: Last Grant Date, First Grant Date, Last Scholarship Date, First Scholarship Date, Last Voucher Date, First Voucher Date, Last Donation Date, First Donation Date, Last Invoice Date, First Invoice Date. This will allow a User to create a Fund Report with the ability to filter on a date is "null" to bring up a list of Funds that do not have grants, scholarships, vouchers, donations or invoices for a date range. 
  • Resource:
    • Video
• Updated the fund filter for a Fund Custom Report. This will allow the User to filter on "funitid" and select from a checkbox list of funds, rather than have to upload a csv file.

08.24.2021

• Fixed an issue that was not allowing integrated custom fields to sync between SLM & CSuite.

08.23.2021

• Fixed an issue that removed ACH credentials for clients who use Bambora as an ACH processor. ACH credentials have been restored for these clients. Bambora ACH payments should process without error.
• Fixed an issue that was not allowing a User to upload files to a transaction, create and post a Voucher or Journal Entry or create a Template.

08.20.2021

• Added the ability for a User to enter the Email Subject line for Fund Statements, instead of the system using the Statement Date range in the subject line. When a User creates a fund statement, a table will populate to pick all funds, or a group, subgroup, etc. At the bottom of this table there is a box to enter the Statement Email Subject Line. The Email Subject can also be edited from the Fund Statement List view. The email subject line will be used for Fund Advisor's whose statement types are set to online and email. This is behind a feature flag.
• Fixed an issue that was not allowing a User to enter decimal points in the quantity box of a Voucher record.
• To help with Migration validation, a new menu item "System Stats" was added to left side menu of System Data. Selecting this option will give a count of the records in the following areas: Account, Funds, Transactions, Profiles, Profile Addresses, Profile Emails, Profile Phones, Donations, Grants, Scholarship Awards, Vouchers, Checks, Opportunities, Campaigns
• Updated the name of the Fund Statement file to Statement.pdf. This will simplify the name of the file that is attached to the email a Fund Advisor receives with the Fund Statement attached.

08.19.2021

• Fixed an issue in the Task & Opportunity Note Custom Reports that was incorrectly pulling in the name of the employee assigned to a task instead of the Profile Name.
• Several enhancements to Journal Entry Logs. This includes adding the User who created, unposted, and edited Journal Entries for Journal Entries created from the General Ledger. The logs will also indicate what was modified when a User edits an entry. In addition, an new option was added for sites that have se Enable Journal Entry Approval in System Data settings to Yes. There is a new option to "Disable Journal Entry Self Approval". Setting this option to Yes will not let them same User create and approve the same journal entry.
• Added new functionality to Payment Logs. Payment Logs will include the User who created and edited the payment record along with documenting the User who created the "apply to" action.
• Added new functionality to Account Transfer Logs. Account Transfer Logs will include the User who created and edited the transfer. Account Transfers are a Journal Entries, so changes will be logged similar to a Journal Entry record.
• Fixed an issue that was causing Sites with a large number of Opportunity records to return a timeout error when navigating to the Opportunity page.
• For Invoices, fixed an issue that was not allowing a User to enter a negative number in the transaction detail.
• Added new functionality to Check Logs. Check Logs will include the User who performed the following actions: created, sent to approval, approved, created a batch, created a checkrun, printed the check, confirmed and posted.
• Fixed issue that was not allowing a User to create or print a grant letter.

08.18.2021

• In Custom Reports, added additional fields to the Permissions Auditlog to allow a User to filter and report on changes to Object Permissions.

08.17.2021

• Updated Fund Advisor Log to include the following: 1. Date & User who created the Fund Advisor 2. Date and Boolean Answer (1=yes, 0=no) on changes to the Fund Advisor Tabs 3. Date & User who sent the login email (including expiration date) 4. Date, User & detail on edits to the main Fund Advisor record.

08.16.2021

• Fixed an issue in the Fund Advisor Custom Report that was not accurately reporting if a Fund Advisor had set their password.
• Fixed an issue that was not allowing a Fund Advisor to add a note to a donation (when set in System Data settings) when navigating from the Donate Tab in the Fund Advisor Portal.

08.13.2021

• Fixed an issue that was not allowing a Fund Advisor to print a Fund Statement if looking at a fund associated with an Affiliate.
• Fixed an issue in Revenue Share that was incorrectly including the prior and current months Statement Voucher balance when a User created a Revenue Share entry for a Statement Voucher with an Accrual Account/Date.

08.12.2021

• Fixed an issue that was not allowing a User to post a voucher that had been edited if it included a negative value.
• In Accounts log, added the User who reconciled/unreconciled an account, including the date and balance that was reconciled.

08.11.2021

• Added the following log updates: 1. For recurring grants, added the name and date of the fund advisor who requested the grant in the grant details (field is titled "Grant Request". 2. Added a log for a Grant Voucher which will log create and edit status. 3. Updated the Voucher logs to include a brief description when a User edits a Voucher record. 4. In Accounts log, added the User who reconciled/unreconciled an account, including the date and balance that was reconciled. 5. In Logs, added the ability to filter log records. Once a filter is applied, a User can now save, load and export log reports.
• Fixed an issue that was not saving a check number if the check was related to a grant with a fund advisor whose email was set to "Do Not Email" and Grant Notify was enabled.

08.10.2021

• For Foundations that use Serial Numbers for tax receipts, the Receipts option in the left side menu of Donations will now include a log message if a User changed the next Serial Number in System Data.
• Fixed an issue that was not allowing a User to Link a Donation to a Pledge.

08.09.2021

• Fixed an issue that was causing menu options to disappear when a User selected the "Everyone" permission option from any menu item.

08.06.2021

• Updated the Profile Logs so that the FedID number only logs for organizations. If the FedID field is completed for an individual profile, only the last four digits will be exposed in the log. In the SSN field of a profile, the log will simply note whether the SSN was set or cleared.
• In Financials, added a left side menu option titled "Raw Export" for the Trial Balance, Detail Trial Balance and Investment Reports. Selecting this option will export a file to CSV with all of the information in every row. Selecting "Export" will return a CSV file in the format of the Financial Report on the screen. The new Raw Export function will allow a User to easily create pivot tables in Excel.

08.04.2021

• Fixed an issue that was not populating inactive Custom Fields in a Custom Report.
• Added new functionality to Balance Swap. This feature allows a User to Filter on a Fund, To Account or From Account by selecting +Add Filter from the left side menu of a Balance Swap screen. In addition, this enhancement added a total that will update as the check box for each suggested swap is selected.
• For Opportunities, add the ability for a User to create an Opportunity Letter Template on an individual Opportunity or in batch.
• Added a new Recurring Grant section to include in a Fund Statement. The details to include this in a Fund Statement can be found in the template example "Fund Statement - All Fields".
• Added new functionality to more easily "lock down" the Fund Statement once reviewed. When a User selects Review on an individual Fund Statement or Review All from the left side menu of a Fund Statement list, the template that was used to generate each fund statement will be "locked" and not regenerated. To change the Fund Statement to a new template, the entire group of statements will need to be deleted and regenerated.
• Added new functionality to the Donor/Fund Advisor Portal. This feature added a Recurring Grants list in the Grant Tab of the Portal. This new Recurring Grant section can be found under the Grantee Summary.
• Added new functionality to the Donor/Fund Advisor Portal. In the Grant Request tab, a fund advisor can now search for a Grantee by name with City and/or State. When a Fund Advisor searches Guidestar for a Grantee, the table now returns the City and State for easier identification of the correct Grantee.

08.03.2021

• A User record will now have an associated profile that will have a User designation. This profile will be an organization by default, but can be changed to an individual profile and edited. A previous profile can be merged into the new User profile. Note, if there are ACH or Stripe credentials in the merged profile, those will need to be reentered.
• PERMISSION UPDATES: 1. Added "Files" to the List in User Permissions and in the Core group in Home. The advanced options in this group will allow a User to set permissions (create, delete, display, list & batch upload) related to attaching files to records. This did not change any current permission settings, it is simply allowing an Admin User to set these within the permission menu. 2. In Profiles, added a new permission to Display SSN. If you are an admin User, this will be set by default. In order to edit the Profile's SSN, you will need to the existing permission to Clear SSN, as well as Set SSN. 3. For Custom Reports, restricted the ability to delete reports created by other Users. A new "Custom Report Delete" permission was created to allow a User to delete reports of inactive Users. By default, this is set to on for Users in the Admin Group. 4. Statement Vouchers - Added new permissions related to Statement Vouchers (this is included in the Voucher Permission list). This will allow a Foundation to segregate the Create, Delete, Display, Edit, Post & Unpost a Statement Voucher from a regular Voucher. If a Statement Voucher is in a list, a User will be able to view the Statement Voucher summary, but not the details. The default Statement Voucher Permissions were set based on a User's permission to Vouchers. 5. Grants - Added a new permission "Display Anonymous Grant Details". This controls the ability for a User to see grant details with the Anonymous flag set. Previously, only User's with the edit permission could see anonymous grant details. The "edit" permission will still show anonymous grant details. This enhancement allows a Foundation to create a User that can review grants, but not edit the grant record. By default this permission is set if a User had the edit permission set. 6. Donations - Added separate permissions to link a donation record to a Campaign, Opportunity or Pledge. By default this permission set if the User had the edit permission set. 7. Funds - Updated the logic to not allow a a user to edit a Fund Record on a closed fund. The Fund now must be opened before a User can edit the Fund record. Added a new permission "Manage Beneficiaries" which will all a User to add, edit or delete the Fund Beneficiary associated with the Fund. By default this is set if a User had the edit permission set.

08.02.2021

• Fixed an issue that was returning an error when a User selected "Edit Advisor" from a Fund record.
• The following check template fields were added: Fund Short Name {{funit_short_name}}, Fund Public Name {{funit_public_name}}, Grant Advisor & Related fields {{grant_advisor.profile_id}} {{grant_advisor.name}} {{grant_advisor.legal_name}}{{grant_advisor.address}} {{grant_advisor.address2}} {{grant_advisor.city}} {{grant_advisor.state}} {{grant_advisor.zipcode}} {{grant_advisor.country}} {{grant_advisor.citystatezip}}, Grant Description {{grant_description}} plus custom field fund, grant and voucher codes.

07.30.2021

• Fixed an issue that was showing the donor recognition name in an export file if Hide Donor Name was selected in System Data>Donor Portal.
• Fixed issue where posted ACH payments were not included in the posted check list.

07.29.2021

• PERMISSION UPDATE: Added the following permissions to Fund Advisors; Set Statement Type, Set Email as Login; Set Tab Permissions and ability to "Login As". If a User had permission to edit a Fund Advisor record, then these permissions will be set by default.
• A user will no longer be able to unpost and delete a journal entry with a reference associated with it. This fix removes the ability for Users who have voided a check to delete the associated transaction.

07.28.2021

• In Campaigns, added paging to display 200 profiles at a time. If a User selects Sync All to Mailchimp, it will apply the answer to all pages.
• In the Donor Portal, if a tribute is associated with a donation, the tribute information will be appended to the donation description: "- In Memory/Honor of Tribute Name".
• Fixed an issue related to European dates not filtering correctly in the Donor Portal. Fund History graphs and links to related data are now displaying correctly.

07.27.2021

• Added a new Opportunity Note Custom Report. This report includes all of the fields to report on Notes associated with an Opportunity.
• PERMISSION UPDATE: Removed the following Permissions: Network>Save, Payroll>Create, Delete, Display, Edit, List, Reports, Config, Tax Filings, Reports>Campaign Reports, System Data>Cart.

07.26.2021

• Fixed an issue that was not updating the spendable balance for Multi Fund Vouchers when editing a previously posted Voucher and deselecting "Apply to Spendable".
• Fixed an issue with Funds associated with Affiliate/Supporting Orgs. If "hide amounts" is selected on a Fund record that is tied to an Affiliate/Supporting Org, the Fund Advisor will no longer see the amount of the contribution when logged into the portal.
• Fixed an issue where the Grants Report was displaying the Vendor page when you click on Grantee ID instead of the Grantee page. In addition, when a Scholarship is edited and auto approve or Fund Manager is selected, the scholarship record will be updated.
• Fixed an issue that was not allowing a User to delete imported grants.
• Fixed an issue that was not listing shared Fund Files on the Fund Advisor portal for funds included in an Affiliate/Supporting Org profile.

07.22.2021

• Fixed an issue that was showing an anonymous donor name in the associated credit card fee description in the activity detail of a fund statement.
• Added the ability to edit the Grant Voucher date. This can be done within the Grant Voucher record by selecting edit next to the Voucher Date.

07.21.2021

• Updated the following for Australian clients: opportunity dates, filter dates in custom reports, reference to ABN (from EIN), fund history graphs in the donor portal and removed the reference to Guidestar in a grantee search in the donor portal.
• Added legal_name to the scholarship import template. Updated the file notes with current instructions.

07.20.2021

• Fixed an issue that was returning a critical error when donors were checking out of the donation portal without a State. If a donor checks out with an address, their city/state and zip will now be required.

07.16.2021

• Fixed issue that was causing inaccurate totals in Grantee Summary table.
• Fixed issue that was not populating Custom Field answers when importing scholarships.

07.13.2021

• Fixed issue related to the Auto Sandbox Sync.

07.09.2021

• Fixed an issue that was not allowing a User to pay a multifund voucher that had been partially paid on a prior date.

07.07.2021

• Fixed an issue that was not allowing a user create a pledge payment.
• Fixed an issue that not pulling investment data into a Fund Statement.
• This feature allows a User to create Custom Fields on the following records: Profile, Account, Grant, Scholarship, Fund, Donation, Invoice, Opportunity & Voucher. Please review three new Knowledge Base articles; Custom Fields Guide & Examples, Custom Field Types & Import and Bulk Update Custom Fields. There is also a new Walk Thru, Create Custom Fields.
• Added the ability to create Admin Fees by type. Similar to Distributions, after a User enters a calculation and post date, they will have the option to choose which admin fees should be created. In addition, a User will be able to enable an option to assess a portion of the yearly minimum fee based on the interval instead of the end of the year.
• Added the ability to create a Statement Voucher so that a Revenue Share transaction can be created to post to an asset account (Interest Receivable) rather than an Investment account. 
  • Resources:
    • Video
• Added ability to set an interval for syncing a sandbox site. This option is located in the left hand menu of System Data within a Sandbox site. If selected, the site will automatically sync at approximately midnight based on the time zone selected in System Data.
• Added ability to Charity Check all grants in the new bucket. This option can be selected in the left side menu. When Charity Check All has been selected, a new column in the grant table titled Charity will indicate yes/no. Post all will also charity check new grants in the background if the batch option was not run prior to posting.
• Added the ability to allow a donor to cover credit card fees on recurring donations. This will be viewable in the recurring donation record with the option to turn it on/off in the recurring record.

07.06.2021

• Fixed an issue that was creating an error when a User tried to bulk unpost revenue share.
• Fixed an issue that was not allowing a user to link two imported grants to create one multifund grant.
• Fixed an issue that was adding voided checks to the vendor paid report.
• Fixed an issue that was allowing grant detail to be listed in the Fund Advisor Portal when a grant look back date had been set in System Data.
• Fixed an issue that was generating a red error when a user tried to unpost and delete a journal entry from the transaction record. The post, edit and delete options are only available from the journal entry record.

06.25.2021

• Created a background job when checks are created to prevent large check runs from timing out.
• Fixed issued where client cancelled a Scholarship refund which caused a $-0- balance in the till. Cancelling a refund voucher will no longer be an option for a user to eliminate this issue in the future.

06.23.2021

• Fixed an issue where a phone number displayed incorrectly on the checkout screen of the donor portal if the number began with a 0.

06.02.2021

• Added the ability to display fund history charts and graphs on the Donor Portal home tab. This is a setting on Funds and Affiliate/Supporting Org. 
  • Resource:
    • Video

05.28.2021

• Added an export fund balances link to the donor portal for affiliate/supporting org groups. This export will list the funds that are part of the group and will also show the fund's balance, spendable balance, and available cash (if applicable).

05.27.2021

• Added a new fund permission for downloading fund statements to Word. Users must have this permission in order to download statements to Word.
• Added new Balance Swap and Physical Transfer reports to custom reporting. These reports will show the same information as the tables in the account transfers screen of balance swaps, but will allow the user to adjust the report using custom reporting functionality. Please note that these reports are after the balance swap is made.

05.26.2021

• Added the ability to import note alerts and alert areas on the profile and fund note import templates.
• Added an option on the affiliate/supporting org page to include the name of the affiliate/supporting org in the subject of emails sent from CommunitySuite rather than the community foundation name. This includes donation and grant notify emails as well as the email send login email to a fund advisor. This will be true for only those funds that are part of the affiliate/supporting org.

05.14.2021

• Updated the hide amounts setting on a fund to carry through to the affiliate/supporting org group on the donor portal. Therefore, selecting hide amounts on a fund will now hide donation amounts to that fund when viewing the contributions tab on the donor portal for an affiliate/supporting org group.
• Updated recurring vouchers to allow for negative line items.

05.12.2021

• Started working on updating financial reporting. The Trial Balance, Detailed Trial Balance, and Investment report are using aspects of the new financial reporting work. These reports will currently function as they did prior to the release except for the location of the options to add a filter, edit the date of the report, save a report, and load a saved report. These 4 options have been moved to the left menu.

05.05.2021

• Example templates now display in a new table which allows us to provide more than one example per template and provides users with additional context. This will also allow for more frequent updates as new merge fields are introduced in the system.

05.04.2021

• Moved the set GLM settings on a fund out of the fund edit screen and into its own edit option in order to resolve an issue where the send to GLM settings were being changed when making other fund edits. There is now an edit link in the "Send Grants to GLM" row when viewing a fund.
• Added a pledges tab to the donor portal. This tab is off by default but can be enabled fund by fund or in batch via the set tab permissions option within the fund advisor page. Enabling this tab will show all pledges made to a fund. Users can also set a lookback date and rename the tab within System Data.

04.28.2021

• Added a new System Data admin fee option to limit admin fees to a fund's balance. If enabled admin fees will be limited to a fund's balance on the post date of the admin fee. For example, if a fund's balance is $50 and the yearly minimum fee or flat fee for that fund is $100, the admin fee assessed will be limited to $50 to the fund balance doesn't go negative.

04.27.2021

• Added a new option to the affiliate/supporting org page to "Apply Donor Portal Style to Funds". Selecting this option will automatically apply the affiliate/supporting org group style to the funds that are included in the group on the donor portal (aka fund advisor portal).

04.26.2021

• Updated the way that yearly minimum admin fees are assessed on fund groups to be consistent with how admin fees on groups are calculated throughout the year. The yearly minimum fee will now be assessed on the admin fee group as a whole and allocated based on the fund's proportion of the total groups assets. Prior to this release, each of the funds within a group were assessed the minimum which was inconsistent with how admin fees are assessed on fee groups.

04.21.2021

• Updated the scholarship import with the following items. 1. Added a student number field. 2. If a school name is provided, the system will look for a matching profile. If no match is found, a new school profile will be created. 3. If school and student number are provided, the system will automatically create the relationship between the student and school if it didn't previously exist. 4. The student number will be set with what is provided in the import. If a number previously existed, it will be updated with the number in the import if different than the existing number.
• Updated the stewards page to show all profiles a user is stewarding, not just donor profiles.

04.14.2021

• Added a new Immediate Origin field to accounts. This field, along with the Org ID field, is used on the NACHA file. The Immediate Origin will set the corresponding number in the File Header Record. The Org ID field will be used as the Company ID in the Batch Header Record and the Batch Control Record.

04.08.2021

• Updated the NACHA file to display payments in order by check ID.

04.07.2021

• Added the ability to designate a steward on a fund. This can be done by going to the edit fund page or using the bulk edit funds functionality. The list of available fund stewards will be the same as what is used for profile stewards. When viewing a steward, users will see both the profiles and funds they are stewarding.

04.06.2021

• Fixed an issue where edited other payment and Stripe donations weren't showing in the Till.

03.30.2021

• Updated the show fund images setting in System Data to apply to the donate tab of the fund advisor portal in addition to the public donation page.

03.29.2021

• Resolved an issue where fund advisors weren't getting donation notification emails for online donations.

03.23.2021

• Made the following custom reporting updates:
  1. Added voucher due date to voucher reports
  2. Added fund statement format, fund statement interval, and YTD interval to fund reports
  3. Added GLM Request GUID to grant reports 4. Added address full country name to profile reports

03.22.2021

• Added memorial city and state to the donation import template.
• Added the ability to add new addresses, phone numbers, and emails to profiles using the various bulk profile updates. Users will need to include the profile ID and the address, email, or phone number they wish to add to the profile.

03.17.2021

• Updated the profile email history page to show an updated email status. This will only show the updated status from the release date forward.

03.15.2021

• Updated the system to only send ticket receipt emails if a ticket receipt template is specified on a campaign rather than always sending the default template.

03.12.2021

• Added the ability to define a tax receipt email body in the Content area of System Data. This will be the message included in tax receipt emails sent from within the system. There will continue to be a separate email body for the automatic emails sent when donor make online donations.

03.11.2021

• Fixed an issue where the donation import was requiring a state.

03.09.2021

• Updated the system so that when a user closes the books, QEVs will be calculated for all funds regardless of whether a distribution type is assigned. If there are any missing QEV values for funds, a user just needs to close the most recent month and the values will backfill.
• Added a new GLM/SLM options table to the Send to GLM/SLM links within grants and scholarship. This table will allow users to define the send to GLM/SLM options for a batch of grants/scholarships. If defined, the entire batch will use the selected options. If the user does not define the options, the system will use the default options defined in System Data, on the fund/scholarship, or on the grant/scholarship award.

03.08.2021

• Updated the manual grant request section on the fund advisor portal to show that city and state are now required fields. Also fixed an issue where the system was saying that a state was missing when hitting submit.
• Updated the profile email history page to include grant letter and scholarship letter emails.
• Updated how users can set the sort order of promoted funds. This update includes the following changes. 1. Removed the change sort order link from the edit page of funds. 2. Updated the fund sort order page to be a number system rather than drag and drop to be consistent with other sort order areas. 3. To promoted fund sort order page can be accessed by going to funds, selecting the List Promoted option on the left, and clicking the Sort Order option in the left menu.

03.05.2021

• Added additional logging for users that create, post, unpost, and edit transactions.

03.04.2021

• Updated the {{fund_advisor.address}} merge field to include the contact name and contact title for organizational fund advisors on fund statement templates. This update aligns the {{fund_advisor.address}} field with the fields included in profile print envelope functionality.
• Updated service area to allow a user to delete a service area if it is attached to a record in the system. When a user goes to delete a service area, they will be told the number of records the service area is attached to and asked if they want to proceed with deleting the service area.
• 1. Added the ability to filter on internal grants in the grant buckets. 2. Added the ability to filter on charity check date and charity check status in the grant buckets and grant custom reports. 3. Added the check number field to donation custom reports. 4. Added tax receipt date and tax receipt status to donation custom reports.

03.03.2021

• This update allows users to email grant and scholarship letters from an individual check ID as well as a check batch. The user can also define the content of the email body for both grants and scholarships in the Content area of System Data. 
  • Resource:
    • Video
• This update will allow users to make payments via a NACHA file generated from within the software. To use the new NACHA file feature, ACH credentials must be entered for the profile receiving payment and for the bank account making the payment. After these credentials have been entered, a user must select the Electronic payment option and select the Download NACHA File link from the check screen. This link will generate a text file that can then be uploaded to a bank's website to initiate an ACH transfer. 
  • Resource:
    • Video
• Added a new field for Social Security Numbers (SSN) to profiles. SSNs will be masked, and only the last four digits will be visible to users viewing the profile page. Specific permissions will be available to manage security for entering and clearing this field in the profile area. Complete field data will be visible on the new 1099 Efile export as well as the vendors paid report export. To protect the sensitive information in these exports, new permissions to allow exporting have also been added. When this update is released, the software will automatically do a one-time migration moving any numbers in the existing EIN field that meet the criteria of a social security number to the new SSN field for individual profiles. No manual migration will be required.
• Added an Email History link to the left menu of profiles. Selecting this link will show a history of emails sent to a profile. Right now, the status column will always show sent. Additionally, the new grant and scholarship letter emails will not show in the history link. We will be adding these emails and an enhancement to update the status in a future release. This release also added a new Profile Email History custom report that will show email history across all profiles. Please note, only emails sent from the release date forward will show in the email history report and on the profile.
• Updated address entry so the city will no longer auto-populate based on the zip code. This change addresses the scenario of the auto-populating city not corresponding to the profile's given address. The change gives more flexibility and accuracy for address entry and provides a consistent experience with Grant and Scholarship Management. Validation will now take place with state, province, and territory validation for the United States, Canada, and Australia. When a user selects one of these countries, the system will ensure that the abbreviation entered is valid for the selected country. All other countries will continue to use the international address field. Service areas have also been updated to reflect this change. Rather than attaching zip codes to a service area, a user can now associate a city, state combination. Records will automatically be associated with a service area based on the city and state if the same city and state have been linked to a service area. When this update is released, the software will automatically convert any existing zip codes attached to service areas to their city, state equivalent.
• This update allows a user to subtract a fund's minimum fund balance from the fund's available cash for any funds not tracking a spendable balance. To use this feature, a user must enable the setting within the edit page of System Data. After this setting is enabled, the updated available cash amount will be reflected on the fund's page as well as the donor portal.

03.01.2021

• Updated the posting of distributions to be a background job to prevent browsers from timing out for large distributions.

02.24.2021

• Added new System Data options to the Grants section and Donations section to allow users to include liability accounts in the list of available accounts when entering grants and donations. This will allow users to book donations and grants directly to the agency liability rather than waiting until month end or year end. This release also included the ability to select any account when creating recurring vouchers to be consistent with normal voucher creation.

02.23.2021

• Added a Vouchers table and a Voucher Summary table to the vendor page of a profile.

02.22.2021

• Added an option set default send to SLM options on scholarships. This can be done on the edit screen of the scholarship ID below where the auto approve and default school options are set. This is referencing the scholarship that is added to the fund and not the individual scholarship awards.

02.19.2021

• Created a new add file permission for each object. This will control a user's ability to attach a file in the different areas across they system.

02.17.2021

• Added the ability to set label terminology in System Data. Right now this will only apply to the spelling of check and zipcode terminology on the donor portal and online donation page.

02.12.2021

• Updated the legacy code search to display exact matches at the top of the list. For example, if a user searches "123" and legacy codes that have are exactly 123 will be listed before any results containing 123.
• Added a duplicate link to journal entries. Also updated the duplicate link on transaction IDs to follow the new journal entry workflow.

02.10.2021

• Updated the batch actions (post all, pay all, etc.) within each bucket of grants, scholarships, vouchers, and checks to trigger a background job for large volumes. This will prevent the issue of the browser timing out for larger jobs.
• Updated the fund statement area so that when a user starts multiple background jobs, the jobs will go into a queue and the next one will start after the one running finishes.

02.09.2021

• Added {{invest_public_name}} merge field to fund statements so the public name for investment strategies can be used on fund statements.
• Moved the "Next" button on the pay vouchers screen below the open vouchers table to be consistent with other areas across the system.
• Added donation legacy code as an available field on the donation custom report. Also added the ability to search for legacy donation IDs in the Legacy ID Search.
• Renamed the "FileID" header on the Receipts list page to "ReceiptID".

02.05.2021

• Added logging to the group permission area to capture any permission changes made in the system. 
  • Resource:
    • Video
• Added a new voucher report to the left menu of a fund page. Selecting this report will show all vouchers for a given time period. Grant and scholarship vouchers are not included in this report. Also added new Vouchers and Vouchers by Fund reports to the reporting area.
• Updated the void process so that the system posts reversing entries when voiding a check in an open accounting period rather than deleting the entries like it use to do.

02.04.2021

• Added a new vendor report to the left menu of a fund page. Selecting this report will show a vendor total for a given time period. Grant and scholarship vouchers are not included in the total amount. Also added new Vendors and Vendors by Fund reports to the reporting area.
• Fixed an issue where bulk editing fund group, sub group, division, and segment wasn't working from the fund bulk edit screen.

02.03.2021

• Added the ability to create a recurring voucher instance within the system. The recurring voucher will have its own ID page and will allow users to define a start date and number of recurrences.
• Added an Override Balance Check option to funds. This option is also available on the fund bulk edit screen. Enabling this option will bypass the fund balance, spendable balance, and available cash checks that are run by the system when a user posts grants, scholarships, and vouchers. As these system checks are bypassed, the user will no longer see the related warning message that the fund doesn't have enough balance to cover the transaction.

02.02.2021

• Added an option to System Data to allow a user to set their currency. This use to be set automatically based on the state or province selected. This update requires no work to be done by users for existing sites, rather, it just allows a user to explicitly set a currency.

02.01.2021

• Updated the budget import to give an error if any dates on the import are outside of the budget year or if there are any duplicate dates for the same account and fund.

01.28.2021

• Changed the fund custom report field from "Memorial Fund" to "Hide Amounts" to eliminate confusion about what the field was reporting on. Also, added "Hide Memorial Amounts" and "No Memorials" Y/N fields to custom fund reports.

01.26.2021

• Fixed an issue where users couldn't cancel a pledge or link an already posted donation to a pledge.
• Added the ability for the user to select the search criteria when mapping grantees on grants sent from GLM. If no options are selected, the list will contain all CSuite profiles. Additionally, if the grantee in GLM doesn't have an address, and you choose to search only on address fields, it will also contain all profiles. 
  • Resource:
    • Video
• Added an option to invoices to remove attached credit memos. This will allow a user to delete the credit memo after it has been unattached.

01.25.2021

• Added a System Data option to hide the donor name on the donor portal. Enabling this option will designate the donor name as anonymous on the contributions tab of the donor portal. The name will also show as anonymous and all contact information will be excluded when running the export on the contributions tab.

01.23.2021

• Updated grant catalogs so that the request date fields aren't required to be populated for the grant catalog to be active.
• Updated the system so that journal entries can't be posted to the default accounts receivable and pledges receivable accounts to be consistent with the warning message and the payable accounts.
• Updated recurring grant requests from the donor portal so that attached files move to the recurring grant ID if the recurring grant request is approved.

01.22.2021

• Fixed an issue where a fund's public name wasn't showing on the donor portal or grant catalog.
• Fixed an issue where the edit request button wasn't working from the grant catalog request page.
• Fixed an issue where the internal grant and donation amounts were missing from the fund summary charts.
• Fixed an issue where the attachments included on a grant catalog request weren't being included on the grant when the request was approved.
• Added the ability to designate voucher approvers on the revenue share holding fund.
• Fixed an issue where an opportunity couldn't be edited without adding a solicited amount.

01.21.2021

• Fixed an issue where budgeted amounts weren't showing for sub accounts on the ytdbudget report in financials.
• Updated the fund advisor portal to exclude donations that haven't been posted.
• Updated the cancellation of grants to use the same expense account as what was used when the grant was created rather than the default grant expense account.

01.20.2021

• Made the following updates. 1. Fixed an issue where the till wasn't showing the correct deposit amount if a user split a donation not using profile payments. 2. Fixed an issue where partial pledge cancellations weren't showing in the cancelled column of the pledge buckets. 3. Updated scholarships so an installment can't be deleted if it has been canceled. 4. Fixed an issue where the sorg_ID was being dropped from the URL online when clicking donate in the affiliate donation page from the show all funds lilst. 4. Removed the ability to unpost a pledge once it has been fully or partially canceled.
• Updated the system so that all donations made from or linked to anonymous pledges will automatically be anonymous as well. The anonymous designation on the donation can be cleared manually if desired.
• Fixed an issue where the MOM option in financials was showing information for day 30 in the last month column if the current month only had 30 days. For example, if you ran a statement of financial position for 11/30/20, the last month column was showing information for 10/30/20. This has been fixed so the last month will now show data for 10/31/20.
• Fixed an issue where profile beneficiaries were showing more than once on the fund beneficiary custom report if the beneficiary was linked to the fund multiple times using different profile fund categories.
• Updated the recurring grant page to be split into an open and closed bucket which allows for sorting and filtering. Added a fund column to the recurring grant list. Also added recurring grant fields to grant custom reports. 
  • Resource:
    • Video

01.14.2021

• Enabled new credit card webhooks in live sites to resolve the issue where credits cards were taking a long time to process in certain instances. Please read the associated help article, accessed by selecting the Video link, for additional information. 
  • Resource:
    • Video

01.07.2021

• Fixed an issue where the edit button was missing on the journal entry page if journal entry approval wasn't enabled.

01.06.2021

• Fixed an issue where users were getting an error message when taking batch actions such as post all and approve all.
• This feature will allow users to import a monthly, quarterly, or yearly budget for all accounts and funds that have the budget flag set. Any row that is left blank will automatically be set to zero for the account and fund for a given month. The import feature can be used more than once for a budget year, however, the budget will adhere to the most recent import. For example, if there was a budgeted amount entered for a specific revenue account and the user imports a budget without including an amount in that same revenue account, the amount will be zero after import.
• This feature will allow users to designate a fourth fund group called fund segment. The fund segment group can be created in the list groups area of funds and will be available in financials, reporting, filters, bulk edit, etc. just like subgroup and division.
• This feature will allow users to produce a file to E File their 1099s with the IRS. This must first be enabled in System Data before the export option is available in the Vendors Paid Report. Only those vendors set to need 1099 that don't have any amounts in the IRS none column or that aren't missing an EIN will be included on the export. If this information is missing, the export will alert the user to the vendors that don't meet the requirements. The export will combine the 1099-MISC with the new 1099-NEC. Additionally, users can generate a test file that allows them to verify if the document will be accepted by the IRS before filing.