Instant Payments

• Corrected an issue where "intantenous payments" attached to a commitment created on "IMakeAnOnlineDonation" could end up in the "unknown" status tab.
• Corrected an issue where checking the status of an instantenous payment in the future with the Paysafe API would return a wrong status.

Recognition program

• The summaries didn't take into consideration commitments. It is now possible to include them in the calculation.

E-mail Blast

• Performance improvement via an option in the system preference to limit logs size.

Importations

• Corrected an issue when importing additionnal information in a participants characteristic.

Views

• Some default views have been redesigned.

Web Forms

• The checkbox to remove superfluous spaces is now checked by default in the settings.
• It is no longer allowed to create participants questions group if there are no participants in the form.
• Forms called from a client file will now be displayed according to the client language if possible.

Activities

• Corrected an issue when selecting a GL account in an expense.

Clients

• Corrected an issue with canvasser columns in some tabs of the cliens management.
• Corrected an issue with the export to word feature in the "Clients / tasks" tab of the clients management.
• The columns for the canvasser and third party were not displayed by default in the "Relations" tab of the client management for the C1 and C2.

Commitments

• Corrected an error when opening the commitment selection window from the add transaction window.
• It is now possible to use the same date for the start and next installment dates in the "assign new values" function for commitments.
• Accounting project will now be hidden if the system preferences says so.

Importations

• Corrected an issue with duplicate lookup on canvassers.
• It is now impossible to open loaded data while they are still loading.

Instant Payments

• In the instant payment input window, the input method is no longer always "manual".
• Corrected a display issue with PayFac payment methods.
• Changing the address linked to an instant payment now properly updates the address in the payment itself.
• Corrected an issue with PayFac V2 API where delayed payment could be taken immediately.

Items

• Corrected an issue in the items history if the beneficiary module is inactive.

Questions group

• Corrected an error when modifying the choice order in a question.
• Long text questions now display the proper amount of lines.

Reports

• The report "Associated donors" now considers the option "Display total".

Summaries

• Corrected a display issue for the GL accounts list in the summaries.

Transactions

• Corrected a lock issue when transfering a transaction batch then cancelling it.
• Hidden the fields of the recognition module when it is inactive.
• Corrected an issue where the transaction requested a benefit description while it was not required.
• Corrected an issue when updating the main contact and addresse of a transaction while adding a new client from the transaction window.
• Corrected an issue in the participants history when cancelling a transaction.
• Corrected a dsiplay issue with the participants tab.

Web Forms

• Corrected an issue where it was possible to see the "asks for receipt" checkbox when it should be unavailable.
• Changed the trigger for a warning that was shown too often.
• Removed an irrevelant message when validating a new software key.
• Corrected a display issue with questions group title.
• Corrected an issue where buttons to interact with web forms could remain greyed out when they should be available.
• Corrected a display issue for smaller screen.
• In the homepage confirguration. Group order by is now by group and forms instead of just by forms.
• Corrected an issue with individual email token in web forms importation.
• Corrected an issue with the GET and POST when using a questions group that contains no question.
• Corrected an issue with next installment date when it was further than 9 installments away while also making the first installment right away.
• The homepage configuration no longer allows to erase the prefered value for ereceipts in the client file.

Web Forms

• Version 5.0.7.6 caused an issue where some forms could have disappeared from the list of forms by language in the homepage configuration. They were restored in the non-grouped section. It is recommended to double-check the form groups in the homepage configuration.

Prospections

• The "Advanced option" menu was hidden. It is now accessible.

Transactions

• After closing a batch, transaction are no longer locked until the session is closed.
• In the transactions history and transactions management. If there are no relation in the transaction. There are no values in the relation characteristics displayed in the view.

Web Forms

• Corrected an issue for importing online donation with an optional question related to the client sector.

Folders

• The paths for the occasions et batches have changed. They previously refered to "...\Documents\". They are now more specific in : "...\Documents\Batches\" and "\Documents\Occasions\. If you use these documents folder, you will need to move your existing documents to the new folders.

Addresses

• When an address is inherited from another client, it is updated whenever the original address is updated.

General

• Removed a popup when installing a new software key. The key is now installed automatically on the next launch.

GL account

• It is now impossible to have 2 GL accounts with the same code. If there are duplicate code, the next time one of the the two is edited, it will be impossible to save it with the duplicate code.

Items

• There is now a default value of 1 in the quantity when you insert an item in a transaction.

Migration assistant

• There is now an installation wizard for the online donation module.
• There is now an installation wizard for the electronic transactions module.

Multi-organization

• It is imposible to use the web form management with an organization that does not have the module properly configured.

Recognition program

• Special filters from the client management are now available in the recognition program history.

Software Key

• Removed a popup that offered only one option whenever there is a new software key detected.

Web Forms

• In order to prevent error and misconfiguration, the "payment" tab was removed from the "activity" window of the web form configuration. It is still possible to use the features it offered from the "payments" tab of the web form configuration.
• A warning has been added to prevent changes in the questions groups to prevent breaking integration with other website.

Characteristics

• Corrected an issue when moving a characteristic from "clients" to "tasks".

Clients

• Corrected an issue when exporting "all columns" from the relation "tabs" in the clients management.
• Corrected an issue with static lists in the "Clients / means of communication" tab.
• Added the column "Address ID" in the "Means of communication / client" tab of the client management.
• Corrected an issue when accessing the "Clients / tasks" tab of the client management.

Custom reports

• Corrected an issue with date/time columns used in a conditional value in a custom report.

Duplicate merge

• It is no longer possible to merge a duplicate group if it contains only 1 client.

eReceipts

• If it is impossible to get the reception status of an eReceipt, it will remain pending instead of being rejected.
• Corrected an "out of memory" issue when testing a receipt in a batch with a large number of receipts.
• Corrected an issue where "pending receipts" did not match actual "pending receipts" when updating the status list.

General

• Corrected a proxy issue when looking for updates.

Importations

• The canvasser code was not shown properly in the "duplicate" section when importing : clients, relations, transactions or commitments.
• It is now possible to remove the "maillings exclusion" of a client when importing/updating.
• Corrected a lock issue when an importation is finished.
• Corrected an issue where the canvasser was not detected as a duplicate.
• Corrected an issue where an irrelevant message could be displayed when analysing the same importation data multiple times.

Instant Payments

• Corrected an issue with the payment amount in the PayFac API.
• It is now possible to retry a payment that uses the PayFac API.

Items

• Hidden options referening to the beneficiary module when it is not active.

Payment methods

• Changed a blocking message to a warning.

Questions group

• Corrected an issue when editing a question that refered to a country and that no longer needed a country reference.
• The "Use current date" option was wrongfully hidden.
• Corrected an issue where a warning message was shown even if it did not applied.
• Corrected an issue when editing a question with a dropdown list and no active values.

Receipts

• Corrected an issue when an charitable organization number is longer than expected.
• Corrected a display issue for receipts displaying a transaction contact when there are no contact in the transaction.
• The revenue agency label was too short on the "8 1/2 x 14, 2 copies" receipt template.
• Corrected an issue for Word receipts using an invalid mergefield.

Recognition program

• When duplicating a recognition program, the maximum value of a criterion was assigned 0 instead of empty (no limit).
• Corrected an issue when modifying the vue in the recognition tab of the client file.
• Removed an irrelevant error message when accessing the recognition tab of the client file.
• The long greeting of the recognition program is now rebuilt when the client is edited.

Reports

• Corrected a positioning issue in the "Occasion results" report.

Securities

• Hidden an access related to the R24 modules when it is not active.

Tasks

• Corrected the format for the date/time shortcut.

Transactions

• Corrected an issue with the "Main contact business email" column in the transactions history and transactions management.
• Corrected an issue that caused a transaction to be saved and skipping all validations.
• Removed an irrelevant message when a commitment characteristic was used in multiple roles.
• The "last transaction" research tool now excludes beneficiary transactions.
• Corrected an issue where a transaction would be transfered to multiple batch number and be shown only in the last.
• Corrected a display issue when a transaction uses an archived address.
• It is now allowed to edit the address or main contact of a transaction even if the receipt is produced.

Web Forms

• The address cardinal point was not brought over when prefilling a web form from the client.
• Corrected an issue with the commitment frequencies when duplicating web form.
• The questions that are in "Transaction / commitment" have been added to the available mergefields for the confirmation email.
• Corrected an issue when saving a note in the homepage configuration.
• Corrected an issue with the transaction and commitment order when duplicating a web form.
• Corrected an issue with the email mergefields when using an english user profile.
• Corrected an issue where an irrelevant message could be displayed.
• Corrected an issue where a custom report would not generate properly.
• All forms are now visible in the homepage form order configuration to allow easier management.

Receipts

• Warning ! For this update it is strongly recommended to review your receipt with thank-yous. This version use a new report generation tool and the result CAN be different. The receipt portion will NOT be affected by this change.

Activities

• Corrected an issue with transactions characteristics when it was used in the last doantation occasion activity and later deleted.
• Removed an irrelevant message when disabling the participants in an activity.

Bank Rejects

• Corrected an issue with RUM created by IMakeAnOnlineDonnation.

Clients

• Corrected an issue when exporting data from the clients management if the recognition program module was inactive.

Commitments

• The address and contact for the receipts were not refreshed when edited.
• Corrected an issue with the default values in a junior edition.

Custom reports

• Commitments amounts are now properly displayed in custom reports summaries.

E-mail Blast

• Corrected an issue where importing a large html file and displaying the html code could return an error message.

eReceipts

• Corrected an issue with the status update.
• Corrected an issue with "subjet" of the remails when sent manually.

Importations

• Corrected an issue with the benefits calculation.

Instant Payments

• Corrected an issue with the V1 PaySafe API if the client was a corporation whose name was longer than 20 characters.

Invoices

• Corrected a visual issue for the references and an calculation issue for the total column.

Master documents

• Corrected an issue with the summary fields if it's calculation was based ont the "admissible amounts for receipts".

Means of communication

• Corrected a refresh issue after deleting means of communication in a client file.

Receipts

• Corrected an issue with the signature when saving a receipt as PDF.
• In order to save a receipt as PDF, it is now required to used a PDF printer.

Recognition program

• Corrected an issue with the "Clients and relation" option.

Reports

• Corrected an issue with the "Display non-transfered transactions" in the "Transaction list per GL accounts" reports.

Transactions

• Corrected an issue when adding a client from the a non-transfered transaction.
• Receipt address and receipt contact were not refreshed when edited.

Web Forms

• Corrected an issue when duplicating a form with a "real cost" formula.

Characteristics

• It is no longer allowed to remove a characteristic from a group if it used in the system.

eReceipts

• A synchronization will be forced after this update. Version 5.0.7 to 5.0.7.3 caused an issue were the labels for the canadian revenue agency could be broken. This version corrects this issue.

Transactions

• Corrected an issue when using the "del" key to delete the email address for the eReceipt.

Receipts

• It is strongly recommended to validate the alignement of your "receipt with thank-yous" thank-you text. This version uses a new generation tool and the result CAN be different, causing an issue for the "thank-you" portion of the receipt.

Characteristics

• The file size option is now properly visible.
• Corrected an issue when displaying third party characteristics in a management grid.

Custom fields

• Corrected a display issue for custom fields with ID 01 to 09.

Custom reports

• Corrected an issue when a column resulted in an integral number greater than 2 147 483 647.

E-mail Blast

• Corrected an issue where an error message was not displayed when registering an email to a distribution list.

Importations

• Corrected an issue when importing an inherited address.
• When using QR codes in the importation module. If the client number was filled, the client informations were not displayed. They are now displayed properly.

Participants

• Corrected an issue when converting a participant to a client file.

Questions group

• Corrected an issue with the "display in alphabetical order" option.
• Corrected an issue where a transaction question would be imported in Prodon for a commitment.

Receipts

• Corrected an issue for the address on receipts in France.

Task types

• Removed the "hour" part of the start date in a periodic task.

Tasks

• Corrected an issue when adding a checklist in a task template.

Transaction importations

• The message "Linked client 1 has no relation of the specified type" is no longer shown when it is irrelevant.

Transactions

• The created by, created on, last edited on, last edited by fields could be duplicated.
• The created by, created on, last edited on, last edited by fields could be duplicated.

Web Forms

• The default country is now properly retrieved when using the homepage country configuration.
• Removed an irrelevant required access to use the prefill a web form function.
• Corrected an issue where multiple transactions from different clients could share the same IMakeAnOnlineDonnation reference number.

Commitments

• In the commitment tab of the client file, the client fields are now available.

Transactions

• In the transaction tab fo the client file, the client fields are now available.

Addresses

• Corrected an issue where an archived address could be not archived.

Bank Rejects

• Corrected an issue when cancelling rejeted transaction from the bank rejects screen.
• It is now possible to access the bank rejects management, even if the instant payments are not properly configured.

Characteristics

• Corrected a display issue in the client file in quick edit mode.
• Corrected a refresh issue when deleting a characteristic.

Clients

• Corrected an issue with a saved filter created in a previous version.
• Hidden irrelevant columns in the client management.
• REmoved dupllicate columns in the "Clients / means of com" tab of the client management.
• Removed duplicate columns in the "Clients / addresses" tab of the client management.
• The column "Created on" is not available in the clients management.

Commitments

• Removed a duplicate column in the commitment history.
• Corrected a display error when using the "division desc." in a view.
• Corrected an issue when updating to version 5.0.7 and using some specific columns in a view.
• Corrected an issue when generating transaction for commitments with empty installments.
• Corrected an issue in the commitment tab of the client file when using certain fields.

Document to issue

• Corrected an issue in the documents to be delivered generation.

eReceipts

• Correcte a synchronization issue when the eReceipts module was active but IMakeAnOnline donation was not.
• The nature and appraiser did not appear on eReceipts.

Expenditures

• Corrected an issue with the "Expenditures list" report.

Importations

• Corrected a duplicate detection issue when using the "department" for companies.
• Corrected a lock issue when two users where importing different data at the same time.
• Corrected a display issue when navigating to choose a relation in an importation.

Invoices

• Corrected a calculation issue when printing multiple invoices.

Mailings

• Corrected an issue when producing a mailing from the "Clients / tasks" tab of the client management.
• Correct a display number of elements issue in the mailling window.

Master documents

• Corrected an issue with conditionnal values in a mergefield.

Peer to peer campaign

• Changed the window name when creating a new challenge type.

Questions group

• Corrected an issue when adding new choice after removing other choices in a question.
• Corrected an issue where the fench and english labels were inversed.
• Corrected a choice order issue when removing some choices.
• Corrected an issue when using a participant question in an activity that did not use a characteristic.
• Corrected an issue when converting a custimzation to a question group.
• It is now impossible to create a question group with no positionning.
• Added the code after the canvasser name in the selection list.

Receipts

• When correcting receipts status, the "Reissue receipt for all selected transactions" is no longer available if transactions with cancelled receipts are found.
• The header "Logo" only now works as intended.
• Corrected a rollover issue for a really high receipt number.

Recognition program

• Corrected a generation issue when there was only one client available.

Reports

• Corrected a display issue in the "Transactions batch" report.
• Corrected an issue with the "Clients with summary of history" reports.
• Corrected a display issue in the "Donations in memory of..." report.

Transactions

• Hidden the "Beneficiary electronic" tab unless the proper configuration allows its use.

Transactions/Commitments

• Changed the displayed characteristics for the companies and their contacts to avoid confusion in some management grids.

Web Forms

• Changed the trigger for a message tha was displayed too often without reason.
• Corrected an issue when disabling the participants in an activity.
• Corrected an issue when synchronizing multiple web forms.
• Corrected an issue when creating a new language.
• Corrected an imortation issue when importing a canvasser.
• Corrected an issue where the payment method was synchronized in the wrong language.
• It is now possible to use the standard text of the theme in the notes.
• Removed irrelevant position options in the web forms.
• Corrected a refresh issue on the commitment frequency notes.
• Corrected an synchronizatiohn issue with the logo and application key.
• Corrected an issue when using the prefill a web form functions that left the province empty.
• Corrected an issue when duplicating a web forms for the suggested amounts.
• Corrected an issue with question that used the client country as a reference.
• Corrected an issue when synchronizing a web form that used english distribution lists.
• It is now possible to use a webofm that only allows free transactions.

Web Forms

• Corrected an issue where forms with a start date in the future would be displayed on the homepage.
• Corrected an issue where web forms with an end date in the past would be displayed on the homepage.

Web Forms

• There is now an option to reset all web forms when changing the homepage URL for IMakeAnOnlineDonnation.

Activities

• The "always present" configuration for the characteristics in an activity are no longer reseted on each openning.

Addresses

• In the "clients / addresses" tab of the client management, all addresses are present now.

Bank Rejects

• Corrected an error when using the address column in the bank rejects screen.

Characteristics

• It is now possible to remove a characteristic from a characteristic group even if it is used somewhere.

Client importations

• In some instances, the "CliComments " column would overwrite the client comment instead of being added at the end.

Clients

• Corrected an issue in the view of the relation grid of the client management.
• Corrected an issue when openning the clients or commitment tabs of the client file and the recognition program module was inactive.
• Removed duplicates columns when selecting columns in a view.
• When adding a client after a search, if the search contains an asterisk, it is now properly replaced by a space.

Commitment importations

• Corrected an issue when importing commitments from IMakeAnOnlineDonation.

Commitments

• Corrected an issue when selecting a view with a custom field in the commitment history.
• Corrected an issue when selecting a commitment from a transaction that showed only the first available commitment.
• Corrected an issue with the reports : "Detailed commitments by donor" and "Summarized commiments by ...".
• Corrected an error when using the "sector desc." field in the commitment history.
• Corrected an issue where a question to correct the commitment after deleting a related transaction was no longer asked.
• Corrected a filter issue when using the occasion description in a condition.
• Corrected an error when openning the commitment tab in a client file while using certain columns.

Custom reports

• Corrected an column order issue when exporting a custom report as a csv file.

E-mail Blast

• Corrected an issue when an email was send with an integrated webform link to an internal contact.
• Corrected a language issue in the distribution list.

eReceipts

• From now on, the eReceipt status update will only unpdate "sent" and "Opened" status.

GL account

• Corrected an update issue when there were no GL accounts per organization.

Importations

• Corrected an issue in the receipt sequence in the importation module.

Invoices

• Changed the position of the filligram on invoices.

Mass mailing

• Error when producing a transaction type master document that used the canvasser addresse.

Means of communication

• Corrected an issue when assigning an end date to a mean of communication.

Occasions

• The transaction characteristics are now properly duplicated when duplicating an occasion.

Questions group

• When duplication a question group, the location is now properly duplicated.
• In a question, if choices were added before selecting the field they are related to, they were not properly connected.
• Corrected an issue when using a conditional activation question.
• Correcte an issue about the location field when navigating between different questions group.
• Corrected a crash issue when a question was both "read only" and "required".

Receipts

• Corrected a warp around issue if the city label was too long.
• Corrected a warp around issue if the amount label was too long.
• Corrected an error when generating receipts.

Reports

• The report "Transactions list" now works as intended.
• Corrected a grouping error when using the "group by client the transactions from differrent contacts" option.

Transaction analysis and history

• Corrected an issue when openning the transaction history grid.
• Corrected an issue when exporting all columns to Excel from the transaction hsitory grid.

Transactions

• Corrected an issue where the address columns were empty for the transactions that had a main address.
• Corrected a labelling issue in the linked client 1 and linked client 2 columns.
• Corrected an issue when selecting a canvasser that is missing a canvasser code.
• Corrected an error when selecting a pending transaction.
• Corrected an issue when selecting a pending transaction when adding a new transaction.

Users

• A user with the consultation access to the user management can no longer modify a user group accesses.

Web Forms

• Corrected an importation issue if there was a customization on the date of birth created in a previous version.
• Corrected an issue when changing the note order on a form.
• Corrected an issue where a duplicated web forms would end up with an improper online status.
• Corrected an issue where global maintenance could stick after the maintenance was done.
• Corrected an issue when updating from version 5.0.4 or older to the previous version.
• Corrected an issue when importing online transaction without an IMakeAnOnlineDonnation number.
• The columns "List (french)" and "List (english" are renamed "Activity group (french)" and "Activity group (english)".
• The payment methods are now properly duplicated when duplicating a web form.

Receipts

• If you use the standard receipt with the "logo and header" option, it is recommended to double-check if the header is still correct.

Bank Rejects

• It is now possible to import SEPA bank rejets.

Commitments

• In the commitment history, a new tab "Commitment / tasks" has been added. It shows one line per task related to a commitment.

E-mail Blast

• In the distribution list update window. It is now possible to indicate that an email was added to the exception list. It is also possible to send a request email to add to the list.

Recognition program

• It is now possible to create lifetime or multiple edition programs.

Characteristics

• It is now possible to disable a characteristic.

Clients

• In the "Clients / characteristics" tab of the client management, the column "inactive?" is renamed "Inactive client ?".
• In the "Clients / Characteristics" tab of the client management, the quick filter "Active" is renamed "Active clients".
• In the "Clients / Characteristics" tab of the clients management, the "Inactive" quick filter is renamed "Inactive clients".
• The columns "Main contact (first name last name), "Main contact (las name, first name), "Main contact prefered phone", "Main contact prefered email", "Main contact prefered website" and the default telephones are now available in the client management. There is a tab in the system preferences to choose wheter or not to display them.
• Added the suffix to the client selection grid.

Commitment importations

• There are new association in the commitment imports for the form and nature of donation (france).

Commitments

• There is a new option to adjust the last installment of a commitment to not exceed the "objective" amount.

Customized lists

• It is now possible to duplicate an existing list.

E-mail Blast

• In the distribution list screen -Added a new tab "New registration emails" with two sub-tabs "Double opt-in email" and "Welcome email". Each must be set to either Yes or No to define wether or not we are to send those email when a new registration occurs. In the distribution list management grid, some fields were added or renamed to reflect these new option.
• It is now possible to duplicate a mailling that uses the new email editor.

eReceipts

• The link to the canada revenue agency is now clickable.

Importations

• There are new import fields for the form and nature of the transaction (france).

Instant Payments

• When selecting an existing payment token, if the transaction is "instanteous", there will be a confirmation message before executing the payment request.

Mailings

• Performance improvements
• The main contact of the client file is brought back in the mailling when adding a new mailling.
• When closing the mailings window, the "Selection" section will now be remembered for the next time.

Means of communication

• There is an option to skip the address validity check when entering a website address in a means of communication.

Preferences

• In the system preferences, it is now possible to choose wich column to display for wich client types.

Prospections

• The prospection tab is moved from the commitment management history to its own management grid.

Questions group

• There is a shortcut to the web form from the question group "used in" tab.
• In the question group management grid, there is a shortcut to open a web form.
• The the questions group screen, there is a shortcut to open a web form.
• When editing the name or translation of a characteristic, any question that uses the exact same description will be updated.
• When selecting a field, the name and translation of the field will be shortcuted to the question texts.
• There is now a popup to display all the web forms that will be affected by a change in a question group or question.
• In the question group management, there is a "Question group" tab that displays a line per question group. There is a "Questions group / questions" tab that shows a line per question to find in wich group a question exists.
• An option to display a line per question instead of a line per group has been added to different screens that presented the concept of questions group.

Receipts

• The receipt type section is moved to the "paper" tab in the receipt configuration.

Recognition program

• Added a new document type for mass mailling.

Reports

• In the "Prospect list" report, the check box "Display prospection characteristics" is renamed "Display active prospection characteristics".
• In the "Prospect list" report, there is a new option to display the inactive characteristics of the prospection.

Summaries

• Many options were added or reworked to be in line with the customized lists function.

Tasks

• It is now possible to add more than one characteristic group in a task type.

Timesheets

• A new warning will be shown if there are conflicting sheet when you complete or validate a timesheet.
• In a timesheet item, we now use standard tools for the operation, task, project, or client fields.

Transactions

• Added a shortcut to add a new client in the client selection window. It is the "insert" key.
• It is now possible to add a transaction with an amount and a receipt amount that do not match AND leave the benefit description empty. It MUST be enabled in the system preferences if needed.

Warnings

• In the warnings window, the "created by" column is now available.

Web App

• Linear graphics are now available.

Web Forms

• In the "Question groups" tab, it is now possible to display a line per question instead of a line per group.
• The term "send" and its variants is replaced by "synchronize" and its variants.
• It is now possible to display the fench and english version version of a distrubtion list.
• Under the advanced options, there is now an option to ask for the date of birth. It is no longer possible to use a question linked to the date of birth field. After the update, any web forms that used a question will have the option enabled by default.
• The options to choose the save location of a question have been placed in a drop down menu instead of a series of checkbox.

Activities

• In the activity grid in the occasion window, if the activity previously had a receipt amount configured and that it no longer delivers receipts, the amount will remain.

Client categories

• Corrected an issue for the transfert category function.

Commitments

• When generating commitment transactions, it is now possible to generate transactions with Paysafe v1 and v2 payment methods simultaneously.
• Corrected an issue with a default value for the GL account in a new commitment.

Customized lists

• Error when adding C2 clients to a client lists if there was no C2 client in the relation grid.

eReceipts

• It is now possible to remove an email that was used for an eReceipts.

Expenditures

• Corrected an issue in the expenses view of an occasion.

Filters and views

• Error message when selecting a view from another view configuration screen. Also, the list of included columns was not filled.

Importations

• Corrected an issue that hid the custom reports in the importations.

Instant Payments

• Corrected an issue where a payment made with an existing token that was refused, the transaction could end in the "pending" instead of refused.
• Corrected an issue when creating a token with the PayFac API if the city name was greater than 40 characters.

Occasions

• Corrected an issue in the view of the activity in an occasion.

Receipts

• Corrected a display issue with thank-you header.
• When sendiing a receipt by email manually as an attachment, the email address is now brought in from the client file.
• Corrected an issue with a master document that used an IMakeAnOnlineDonation mergefield.
• Removed a superfluous apostrophe after the city name on the receipts.

Reports

• The reports are now separated by lot number. "Gl accounts summary (with taxes)", "Transactions batch", "Transactions batch(2nd format)", "Transaction batch resume" and "Deposit slip".
• In the "Deposit slip" window, under the transaction history. The total amount will be calculated on not transfered transactions.
• There is now an option in the "Summary per GL account (with taxes)" reports to choose a batch number.

Timesheets

• It is no longer possible to edit the duration of an element that does not allow duration.

Transactions

• Corrected an issue with Payline instantenous payment.
• Corrected a display issue for characteristics in a transaction.

Users

• Duplicating a user having forced views and a user group having forced views no longer causes un error.
• Corrected an issue where a user could not be associated with an organization.

Web App

• Corrected an issue when a saved filter refered to a characteristic.
• The search !# now works properly on date/time fields.

Web Forms

• Corrected an issue when importing online donation that were created by a previous version.
• Corrected an issue with the visible choices online.
• Corrected an issue when duplicating a web forms that used a "real cost" formula.
• Corrected a lock issue in the charged data of an online form importation.
• Added get/post integration for transactions/commitments questions group.
• Corrected an issue with the "real cost" function.