February 17, 2025
=================

Finance
-------

.. release-notes::

   - New: Added setting `Admin > Advanced > Settings > Finance > Statement > Soft Credit Statements`. Enabling this setting will create a statement for donors that only have soft credit contributions.

   .. important::
      You should have the Soft Credit section added to the `StatementTemplateBody <https://docs.touchpointsoftware.com/Finance/ContributionStatementsHTMLOption.html#statementtemplatebody>`_ if you plan to enable this.

   - Change: The Registration Form Address question now uses separate fields for each part of the address. Registrants can now proceed with registration even if validation fails.
   - Fix: When creating a refund, the batch entry should now be dated the date the refund was done.
   - Fix: Viewing the Batches page with a user having the `FinanceDataEntry` role will now properly display pending batches.
   - Fix: Batches page will now disable the Close action if selected batch has donorless entries .
   - Fix: Batch entries will now properly settle transactions to batches with multiple merchant IDs configured (only affects specific configurations).
   - Fix: Blank page will no longer be generated if a contribution statement goes exactly to the bottom of the page.
   
   .. note::
      If you have customized the **StatementTemplate** in **Special Content**, this fix will require a manual change to the **StatementTemplate**. See the `default StatementTemplate code <https://docs.touchpointsoftware.com/Finance/ContributionStatementsHTMLOption.html#statementtemplate>`_ that includes the fix.
   
   - Fix: Donor Totals by Range Report will now properly exclude non-contributions.
   - Fix: Donor Totals by Range Report will now show correct counts.
   - Fix: Pledges page's Contributed and Balance columns will now properly include soft credits.
   - Fix: Giving tab link to Contribution Search will now exclude non-contributions to match the expected view.
   - Fix: When registration credit is given to a Mission Trip Involvement through a manual batch entry, the amount credited to the person will no longer show as doubled.
   - Fix: Removed comma formating in "Envelope Number" column in Custom Reports.
   - Fix: New Account Codes will now appear in dropdowns immediately after creation.
   - Fix: Pledge replacement code will now reflect spouse's soft credit.
   - Fix: Pledge Report "Online" column will now properly designate online vs offline pledges.
   - Fix: Pledges Page - the number of families will now reflect the expected count.
   - Fix: Edit Recurring Giving page - changing the Start Date will now recalculate the Next Date and Frequency as if it was being set up for the first time.
   - Fix: Reversing a contribution will now also reverse the soft credit on the Giving Tab.
   - Fix: Soft Credits will now properly reflect in the Pledge Report.
   - Fix: Contributions tab will no longer fail to load if the Soft Credit person has been deleted.
   - Fix: Statement can now be generated for business records with only soft credited contributions.
   - Fix: Statements can now generate for records where all giving is soft credited to others.
   - Fix: Totals By Fund Range Report - the Donors Total column will now show.
   - Fix: Totals By Fund Report and Contribution Search will now include Reconciled Batches.
   - Fix: Merging people with registration records will no longer cause an error when re-registering for the same Involvement as the target of the merge.
   - Fix: Pledge balance replacement code now works for pledge grouping.

Giving
------

.. release-notes::

   - Fix: Deleting recurring giving will now immediately remove from the giving page without the need for a refresh.
   - Fix: Entry Point & Campus settings on Giving Page will now be applied for new donors.
   - Fix: Giving page edit and delete button tooltips will now properly show their translations.
   - Fix: Online Giving will now copy all emails set in the Email From setting.
   - Fix: Pledge email replacement codes will no longer incorrectly reference fees covered by the donor.
   - Fix: Monthly Giving scheduled for the last day of a month will now only process days early on days with fewer days in the month.
   - Fix: Start Date may now be set when creating a Recurring Pledge.
   - Fix: Set Bank Account Default setting will now be honored on giving pages.
   - Fix: Validation messaging on recurring giving setup as been improved.

Building Check-In
-----------------

.. release-notes::

   - Fix: Reduced lag time to refresh page on new Check-In.