Thursday, July 9th, 2024 (v6.49.0)

Enhancements

Transaction Fees Removed After ACH Return/Chargeback

• Giving Manager Portal > Reports > Transaction Report: Enhanced the transaction report to accurately reflect fees in alignment with the batch deposit report. Users can now expect consistent fee representation across both reports, facilitating clearer financial tracking and reconciliation processes.

Apple Pay Limited Release

• Giving Manager Portal > Settings > Default Payment Types: Apple Pay feature will be added as a payment option to most of our giving clients, and eventually released to all clients in waves.
  • Clients will need to read and accept new Terms of Service which now include Apple Pay.
  • Clients can then check the box to add Apple Pay to all payment forms. (Can be disabled on a per-form basis if desired.)
  • Full Release Summary can be found here.

Fixes

Fixing titheTrackChargebackImport errors - Support Ticket 159941

• There have been several instances where ACH returns/Chargebacks have not been reporting accurately for some clients. Admins had reported that their deposit reports had some discrepancies and some of the donations not being reported as a return and did not match up the Billing reports. We have resolved this issue and fixed the errors we were seeing on our side so that the batch reports, deposits, and billing reports are all reporting the same details.

July 9th, 2024 (Forms v 2.46.0)

Enhancements

Form Description Format Error

• Giving > Forms > Form Builder: The default "paragraph" setting for Form Descriptions causes the text to overlap with the 'Split Form into Steps" text on the form. This is currently effecting all forms. Since this is the title of the form, the default "paragraph" setting for Form Descriptions causes the text to overlap with the 'Split Form into Steps" text on the form. Affects all forms. This can be fixed by changing the format from the "paragraph" option to the "heading" option

June 18th, 2024 (v6.48.0)

Fixes

Automated Check Deposit Check Split

• Maintained Identification for Scanned Checks: In cases where a contribution originates from a scanned check and is subsequently split, both transactions resulting from the split will retain their identification as scanned checks. This ensures that the original source of the contribution is properly accounted for and tracked throughout the split process and when reporting the data back to the ChMS.

May 21st, 2024 (v6.46.0)

Enhancements

Automated Check Deposit Signup and Access

• Primary Admin Giving Module > Settings > Automated Check Deposit Tile:  Primary administrators will see a new tile in their Settings Menu called Automated Check Deposit. They will enable this add-on feature within the product by reviewing a couple screens, and signing a contract. This will initiate the procurement process with our dedicated Onboarding reps in partnership with Jack Henry, a check processing third-party partner. Once underwriting is complete, Admins will be grated access to their SmartPay Portal via the same ACD tile in Settings. They will also get access to the Check Scanning Report where they can map scanned checks to the appropriate donor and fund. Reporting for checks will be consolidated with other transactions, providing more complete Donor History, and overall Giving Health of the church.

November 16^th, 2023 (Forms v2.38.0) 

Enhancements

Impact Report available for Most Forms

• Giving> Fund Management: On the Fund Management screen/grid the admin will not see a new column for Impact report. If an impact report is allowed/set up then the grid will show Yes, and if it has not it will show No
• Giving > Fund Management: Funds will now have another tab under Fund Management labeled Impact Report. The admin will be able to select to add the Impact Report to the fund. There will be a section to add extra fund information which will display above the general summary on the Impact Report. The admin will be able to add an image for the impact report, the fund goal can also be displayed on this report if the admin chooses. There will be three areas: Staff, Facilities, Outreach with percentages set-up. There will be a set of 10 icons that can be added for these areas. Certain colors will also be available to select. These distributions must be filled out with something to show on the Impact Report before saving.

• Giving > Forms > Create Form > Giving Form (or other forms)> Form Properties > Impact Reports: With this release Admins will be able to add an Impact Report for their funds they have set up in Giving Admin to their Giving forms. This Impact Report will allow the admin to add a message for the report, add an image with that message or a digital signature, they will be able to save the messages as a template to use for future forms, they can choose to show the extra fund information (that was set up on the Giving side), show the fund progress as a bar or an amount, show how donations are distributed (as set up on the Giving side) and if they choose, may hide certain impact reports for certain funds. Donors viewing these Impact reports will see the report open to the side when the selected fund is chosen. If the donor is on a mobile device or looking at an embedded form, the donor will see the Impact Report slide up from the top. Donors will be able to click on the icon (set up from the giving side) or click on the View Impact Report link. Donors can also toggle through the different Impact Reports if there is more than one set up. NOTE: The Impact Reports will not be available for these Form Types: "signup-slot", "fund-list",  "second-collections", and "pledge card". These form types (field sets) in FMS already allow admins to provide Fund details or descriptions, they were deprioritized for this release.

Add toggle to Standard Giving Forms for Express Giving (Wave 2)

• Giving > FMS > Standard Giving Form: 8,000 remaining customers that will have their giving forms (those without significant customizations) automatically upgraded to the new Express Giving form. Admins will have the option to toggle back to the Standard Giving Form if they prefer.
• Giving > FMS > Standard Giving Form: Remaining customized standard giving forms will now see the toggle (disabled) with the option to Enable the new Express Giving form.
• Giving > FMS > Default Giving Form: Net New customers Default Giving Form is Express Mode.

More Ways to Give 

• Giving > Forms > Form Properties > Submission: Giving forms will have a new section called Additional Giving Opportunities that will display on the Thank You screen after a donor has submitted their gift. This will be an optional field that the admin can choose to add to the form. Admin will be able to choose the wording (default shows More Ways to Give) and the Admin can choose which forms to put in this section and an option to have an image associated with the form (this could be the same as the fund image but the image will not automatically show - the image will have to be added in the form). This section will also have a description box for the admin to add to explaining about the campaign/fund selected, how it can impact the church, etc. Donors will see a Give Now button which will then direct them to the form. When the admin is setting this up and only chooses on form to add to this section, they will not be able to delete that option. If the admin enables the additional giving opportunity, at least one form must show. This will be an option for all giving forms.

Increase Your Gift Prompt

• Giving > Forms > Form Properties > Submission: Admins can now offer donors the option to increase their gift.

Wednesday, November 8th, 2023 (v6.38.0)

Enhancements

None

Fixes

VT alert for Recurring gifts processing individually is not accurate

• Giving > CP > Virtual Terminal: When setting up recurring gifts the user would receive an alert stating "When setting up recurring gifts for multiple designations, each fund will be individually processed on the same date." This statement is only true if the designations are going to a different Merchant ID, but it would alert everyone even if it was going to the same MID. Now the user will see a pop-up message after the submission of the gifts (since we only know the outcome after submission). We have updated alert to only show if going to a different MID and remove alert if it is going to the same MID. The message now says "With recurring payments, funds that are directed to different bank accounts, will be processed individually on the scheduled date.

Wednesday, August 23, 2023 (v6.32.0)

Enhancements:

Giving Fund List Form

• Giving >Forms: Giving admins will now see a new giving form template called Giving Fund List Form. By default, this template will show all funds that have been set up in giving. Admins will have the ability to hide funds that are not relevant via the Field Set Properties. This Field Set would be used in lieu of the Fund Dropdown list, if the admin prefers.

Published, existing Giving forms can be converted to the Giving Fund List form by editing the form and adding the Fund List Field Set to their form and removing the Fund Dropdown field. (This will preserve their form URL, and they will not need to update their Giving Portal link.)

Donors can enter a total gift amount at the top of the form and Divide Among All Funds or Apply To All Funds. Alternatively, donors can select differing amounts, separate recurring frequencies, even start dates for each fund.

Images and descriptions that have been set up by the admin in Fund Management will show on the form for each fund.

Fixes

Processing Fees

• Fixed error previously caused by attempting to pay the full balance on a partial payment within the schedule tab that included a processing fee, the submit would fail and an error would display "Amount is greater then the total".

• Fixed form submissions that included a second collection and a processing fee would fail and throw a javascript error in the console.

• Fixed if a user makes a second collections payment with a processing fee then in the schedule tab delete the processing fee scheduled payment and then make a payment towards a remaining second pledge, it failed with “Error saving recurring payment - Recurring payment not found.”