This release brings greater flexibility to fundraising and financial management, alongside targeted improvements to school administration tools. Highlights include the ability to customize donor profiles with new fields, a retry option for failed payments, and the capability to select specific merchant accounts for fundraising campaigns. We’ve also refined the registration process and addressed various display and reporting issues to ensure a smoother experience across the platform.
Fundraising
We have expanded the Fundraising module to allow for more detailed donor tracking and financial control.
Key points
Custom Donor Fields: Schools can now add custom fields to donor profiles, allowing for more specific data tracking and donor segmentation.
Merchant Account Selection: When managing the fundraising detail page, administrators can now select specific merchant accounts, providing better control over where funds are routed.
Where is it located
These features are accessed via Fundraising → Donors and the Fundraising Detail Page.
Financial Management
Financial workflows have been optimized to handle exceptions more gracefully and improve statement generation.
Key points
Retry Failed Payments: A new option has been added to the Payment Report allowing administrators to retry failed payments directly.
Single-Family Batch Statements: The "Statement Batch" option is now available even when only a single family is selected in the Contracts view, unifying the workflow for generating statements.
Payment & Card Fixes:
Fixed an issue regarding the replacement of upcoming payments that were failing.
Corrected the display of Credit Card types to ensure accuracy.
Where is it located
Retry options are found in the Payment Report.
Statement generation is located in Financial → Contracts.
School Administration & Registration
Updates to registration forms and structural exports provide administrators with more versatility in setting up their school year.
Key points
Online Registration: The character limit for checkbox requirements for Online Registration has been increased, allowing for more detailed descriptions.
Structure Export: A new export function allows schools to download their Department, Class, and Grade structure.
Registration Payment Plans: Resolved an issue where payment plans added during the registration process were not being edited correctly.
Where is it located
Registration settings are found in Settings → Registration Setup.
Structure exports are located in Settings → Set Up School Structure.
General Improvements
This release includes several quality-of-life updates and bug fixes across the system to improve reporting and usability.
Key points
Family Exports: The Excel export from the Families page has been fixed to remove duplicate ID columns.
Broadcasts: Fixed an issue where the parent name was not displaying correctly in the broadcast pop-up window.
Emergency Contacts: Addressed a bug where filters were not updating correctly within the Emergency Contacts pop-up.