News & Updates

This article lets you know the new features and fixes released with each publish.

19th July

New Features

• MYOB Integration with functionality to import GL Codes, import bank accounts, post payments to MYOB, and import payments from MYOB
• Apple Pay payment option available for all widgets when using Stripe as your gateway
• Google Pay payment option available for all widgets when using Stripe as your gateway

Fixes

• Add to list function from Money > Failed Transactions has been fixed
• Xero integration- importing pay amounts including cents
• Xero integration- posting payments with a GL Code with a tax rate

 

21st June

Fixes

• Documents being sent from the Send to Admin workflows have been fixed to populate the merge tags correctly.

 

21st May

New Features

• New preset query All Members Last 5 Years- gives a total number of members over the last 5 years for each membership type. This is calculated by the contact having the membership attribute valid for any span of that calendar year regardless of status.

Fixes

• Audit log to show old and new values when an attribute is deleted, inserted or updated
• Audit log to show the old and new values when a telecom is updated or inserted
• Widget Validations added:
  • a document must be selected when Notify me? = Yes
  • in Custom Attributes and attribute or attribute type must be selected
  • in a Registration widget, you are only allowed to choose a thank you document OR a donation widget to display

 

19th May

New Features

• #Memoriam# merge tag available in widget notification document to generate in-memory detail from the donation widget

Fixes

• Service Email sender name included in acknowledgment documents sent from a widget
• Fixed error multiple bookings in event widget
• Account and Mail Status reasons added from a widget or trigger will update the actual Status value, eg. An Inactive Mail Status reason added from a widget will untick the Mail Status checkbox

 

30th April

Fixes

• Fixed Bank Lodgement Report printing with additional blank pages from the batch output
• Fixed error with notification document being removed from the donation widget
• Widget Results preset query will only show attributes added from the widget, even if same attribute exists on the contact.

 

20th April

Fixes

• Fixed merge tag for #HomePhone# in Event widget notification document
• Fixed merge tag for #Email# in Contact Us widget notification document
• Fixed error with Life Membership until date on payment form

 

24th March

Fixes

• Fixed issue when including Campaign and/or GL Code in a widget Email link using an external container URL

 

18th March

New Features

• PayPal Integration is now available
• New Preset Query- All Active Members with a recurring donation
• New Preset Query- All Active Members with one off donation
• New Preset Query- Active Contributors Last 3 Donations by Start date or Attribute

Fixes

• Fixed issue when adding Supporter-led Payments in a batch not displaying contact details
• Campaign Header Description added to Campaign Summary report Insights > Campaign Analytics > Campaign Summary

 

26th February

New Features

• Normal captcha replaced with invisible captcha on all donation widgets

 

25th February

New Features

• Xero authentication has been updated to Auth2.0 and re-connection is required

Fixes

• Fixed error with not being able to save letter case edits on a contact

 

16th February

New Features

• New Zealand Post Address Finder Integration

 

11th February

New Features

• SMS Integration
• Telecoms update import tool

 

4th February

New Features

• Widget documents now support other languages and special characters

 

20th January

New Features

• Updated login page for added security

Fixes

• Fixed copy to clipboard button for widget email link

 

17th December 2020

New Features

• Export to Excel service for queries
• Registration widget invisible recaptcha
• New preset query- All Successful Payments Not Acknowledged
• Receipt type dropdown customisation setting now includes receipt type in batch defaults
• New preset query- All Contacts With Relationships And Attributes

Fixes

• Contact widget notification email resolved

 

13th October 2020

New Features

• New Document Dropdown Customisation
• #SuppID# Merge Tag is added to populate suppID from a contact
• Reference, Code and Particulars have been added to the one-off payment form
• Comment field added to Key Attributes on contact dashboard
• Copy Widget function includes custom attributes and advanced configuration settings

 

11th September 2020

New Features

• Organisation column added in All Payments tab in Cashbook report
• Paytype text box added in payment form to allow inactive types to be displayed

 

7th September 2020

New Features

• Batch code auto generator added to create code as per the user's Branch initials, Year, Month, Day, User initials

 

2nd September 2020

New Features

• Multi-page and Minimum address added to widget configuration for Donation widget