akoyaGO with Accounting 

• Donor Opportunities Banner
  • A new banner on the donor record alerts users if the system identifies a donor opportunity linked to the donor's gift.
  • If a gift matches an existing opportunity (e.g., a promised donation amount), users can now easily link the two records for better tracking
     
• Program Budgets at Payment Level
  • Users can now assign program budgets directly at the payment level rather than being tied to the overall request.
  • Payments under a single request can be allocated to different program budgets for greater flexibility.
     
• Fund Data Update Flexibility
  • Fields like fund type, fund class, and endowed status are now editable in CRM with multiple warnings to prevent errors.
  • Changes update the data across CRM and Business Central, reflecting all historical records.
     
• Character Limit for Check Numbers
  • The check number field in requests and gift payments is now limited to 20 characters to align with Business Central’s constraints.
     
• Gift Fee Forms Simplification
  • Enhanced visibility of certain fields based on fee types and calculations, replacing the business process flow with conditional visibility rules.
     
• Ledger Updates
  • Changes to GL memos in CRM are now automatically reflected in the ledger lines, improving synchronization between CRM and Business Central.

GOapply

• Automatic Phase Advancement
  • A new setting, “Advance to Next Phase Automatically,” lets users configure applications to move to the next phase upon completion of a previous one.
  • Especially useful for phases like interim reports or grant agreement processing.
     
• Scholarship Reports
  • Added three new reports for scholarships:
    • Standard Scholarship Report: Displays reviewer data, conflict-of-interest responses, and scoring.
    • Scholarship with Weighted Score Report: Includes weighted scoring in the report.
    • Scholarship Totals Report: Consolidates total scores without individual breakdowns.
       
• Registration Charity Search
  • Users can now enable or disable charity search options (e.g., for US, Canada, both, or none) during the registration process.
  • If no search region is selected, the system defaults to manual entry.

• Grant Recommendation Form Customization
  • Users can now configure options on the recommendation form:
    • Disable interfund grants to restrict recommendations to external organizations only.
    • Customize labels for fields like “Organization” and “Established Fund” to align with organizational terminology.
    • Add or disable fields for timing of grants, recurring grants, comments, and file uploads.
       
• Improved Organization Information Display
  • When selecting an organization, the form now shows:
    • Address, EIN, parent organization, and tax status from CRM.
    • Users can propose address updates if the displayed address is incorrect

GOdonate

• Hero Image Defaults
  • If no hero image is uploaded for the GOdonate site, the banner defaults to the background color defined in the theme settings.
  • This change ensures the site remains visually cohesive without mandatory image uploads.

Business Central

• GL Memo Integration
  • Alterations to GL memos after payments are sent to accounting are now updated in ledger lines, ensuring accurate accounting records.

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  Bug Fixes

akoyaGO Applications

• Alternate Address Handling
  • Fixed an issue where alternate addresses on contacts were not responsive to active dates.
  • Previously, these relied on the active address dropdown; now, they respect the date ranges specified in the Address 2 and Address 3 fields.
     
• Canadian Postal Codes
  • Resolved a bug where Canadian postal codes displayed the incorrect city. The display now accurately reflects the postal code data.
     
• Grantee Flag Locking
  • The "Grantee" field in the constituent and contact form headers is now locked to prevent manual editing.
  • This field is populated programmatically to maintain data integrity.
     
• Non-Revenue Accounts for Gift Payments
  • Users can now select non-revenue accounts for gift payments, with a warning prompt advising against this choice for consistency.
     
• Gift Payment Reversals
  • Resolved an issue where the "Cancel" button for gift payment reversals was still executing the reversal. This button now works as intended.
     
• Bulk Gift Imports
  • Fixed a bug in the GOdonate transaction table where imported gifts defaulted to a "monthly" recurrence. The default setting is now "no recurrence.

​​​​​​​GOapply

• Email Validation on Pre-Mapped Panels
  • Fixed an issue where email addresses with multiple periods (e.g., first.name.last.name@gmail.com) were incorrectly flagged as invalid.
  • Pre-mapped panels no longer validate email addresses, but manually added email fields still include validation.
     
• Importing Users
  • Resolved a bug where imported users were not automatically set to “approved” status. Now, the default status for imported users is “approved” unless a different status is specified.

• Review By Date Handling
  • ​​​​​​​Fixed an issue where a blank "Review By" date on reviewer assignments defaulted to a future date (24 hours ahead). The field now displays as blank if left unpopulated.

GOfund

• Donor Portal Access Permissions Default
  • ​​​​​​​Fixed a bug where all permission settings for newly created donor access defaulted to "No." Permissions now correctly default to "Yes" unless otherwise configured.

Business Central

• Deleted Funds
  • Fixed a bug where funds deleted in CRM were not blocked for posting in Business Central. Now, deleting a fund blocks its corresponding dimension in Business Central.
     
• GL Memo Updates
  • Enhanced the synchronization between CRM and Business Central to ensure any altered GL memos are reflected in ledger lines after payments are sent to accounting.