August 3, 2026 — Transaction Log Updates

Note

This release focuses on the new Transactions page (Transaction Log), bringing its search, adjustment, and batch-entry behavior in line with the legacy Transactions and Contributions pages it is replacing. It also includes a group of related Finance, Giving, Registration, Ticketing, and Texting fixes.

Finance — New Transactions Page

  • Fix Pledges are no longer included in the new Transactions page, so its totals again match the legacy pages

  • Fix The new Transactions page can again be searched by the gateway’s transaction reference number (the “Transaction Ref” column), matching the legacy page’s “Transaction Id” search

  • New The new Transactions page can now be searched by discount/coupon code

  • Fix Manual fee adjustments made from the new Transactions page now display correctly in the member dialog, with the fee, paid amount, and balance due calculating consistently for both positive and negative adjustments

  • Fix Manual fee adjustments are now associated with the registrant rather than the staff member who made the adjustment

  • Fix Batch entries added manually now appear on the new Transactions page with a status of “Offline”, matching what the legacy Contributions page has always shown

  • Fix Split payments can now be found by filtering on the fund of the split item, matching the legacy Contribution Search

  • Fix Test transactions are no longer included by default, so the count and total amount on the new page match the legacy Transactions page

  • Fix Single-person fee adjustments now offer the “Delete Adjustment” and “Set Parent” actions on the new Transactions page, matching the actions available on the legacy page

  • Fix The Description column now shows the Registration Title consistently on both the new and legacy Transactions pages, even when a discount code or manual adjustment was applied

Finance — Batches

  • Fix A batch no longer shows a Deposited date when the deposit to Cass Bank actually fails; the batch now correctly reflects the failed deposit

  • Fix Editing a batch entry no longer resets the contribution date’s time to midnight, preserving the original timestamp for reporting and audit trails

Finance — Legacy Transactions Page

  • Change The legacy Transactions page now requires the Admin and Edit roles together (with ManageTransactions still accepted as an alternative), matching the documented access requirements; a user with only the Edit role can no longer open the page by URL

Giving

  • Fix First-time givers can once again start a recurring gift with a start date of today on Giving Pages with reCAPTCHA enabled, instead of receiving a generic “There was a problem scheduling your payment” error

  • Fix Custom Giving Page links now work for recipients who do not have a user account, instead of failing with “This link is invalid or expired”

  • Fix When the Fortis payment gateway returns a “412 Precondition Failed” validation error, it is now handled gracefully with a meaningful message instead of an unhelpful error and logged exception

Ticketing

  • Fix Assisted Booking now reports the correct amount paid in reporting, matching the amount actually charged

Texting

  • Fix SMS link previews now display correctly on iOS for Online Registration links instead of showing a blank preview

  • Fix Pasting a raw web address into a text no longer sends a broken link (such as https://ok) when the URL shortener returns a non-URL response; the original link is sent instead