2021: Release Notes

Important! These release notes were current and correct at the time of the associated release and are not updated as new features and enhancements are developed for new released of iMIS EMS. Be aware that over time, these release notes may not depict the latest iMIS functionality.

JANUARY 2021 (20.3.90)

JANUARY (20.3.90)
NEW FEATURES
Processing and submitting Gift Aid claims	Process and submit gift aid claims directly from the Staff site.
Event virtualization	Virtual meeting URLs, such as Zoom or Microsoft Team meetings, can be added to events.
Event-based panels in Panel Editor and Panel Collection Editor	Event-based panels are custom displays of data that you can name, build, arrange in grids, and add to your site for an event. You can create single-instance or multi-instance panels when creating events by creating panel definitions.
Adding images to panels	The File upload panel property can be configured to display an image rather than displaying a link to download the image. The Display as image checkbox appears after you drag the panel property to the panel layout area.
Data Integrity Dashboard	A new Data Integrity dashboard displays details related to data accuracy and consistency, such as individuals with missing mobile phone number, individuals with a missing primary email addresses, contacts who are locked out, and individuals with a name field containing a non-alpha character.
Sending confirmation emails after a recurring payment is initiated	The AutoPay Donation Started and AutoPay Membership Started process automation tasks send an email to new members or donors who have recently enrolled with a recurring payment. Each task uses their own communication template that includes important information, such as the amount, frequency, or payment method.
Reviewing submitted payments in Pay Central Live	Pay Central Live allows you to review transaction details about recurring donations or memberships, Gift Entry, or Express payments in real time.
UPGRADE CHANGES
CSC and postal code only required for public users	The CSC and postal code field is only required for public users when checking out. The CSC and postal code field will be optional for all staff users.
No longer required to set the default Accounting method to Accrual to use AutoPay	Previously, AutoPay could only be configured when the default Accounting method (Settings > Membership) was set to Accrual. After this upgrade, the default Accounting method is not required to be Accrual in order to use AutoPay, and users can leave the default Accounting method set to Cash, if that is their desired preference.

MAY 2021 (20.3.98)

MAY (20.3.98)
NEW FEATURES
Form Builder	Form Builder allows you to create and manage forms for various purposes according to your needs using the Form content item. With the Form content item, you can deploy powerful forms based on iMIS data. Form Builder is available in Standard and Plus versions.
Customizing or suppressing the order confirmation template	Users have the option to send a custom order confirmation template for specific RiSE websites and/or just for the Give Now pages, as well as to suppress the order confirmation from sending on a purchase-by-purchase basis or entirely for all purchases.
Processing refunds	You can process a refund from within the Staff site. You can only process a refund if the payment was made through the iMIS Pay gateway and the payment has not been reversed or fully refunded. Important! Processing a refund is currently only available to North American clients.
New and updated payment queries and out-of-the-box business objects	One new query, Find payments by invoice, and four new out-of-the-box business objects, PaymentApplication, PaymentApplicationDetail, PaymentApplicationSummary, and PaymentApplicationType were added to simplify searching for payments. You can search for payments by invoice, or create your own custom search using the new business objects.
Finding a payment using the Gateway transaction ID	The payments search (Finance > Pay Central > Find payments) has been enhanced, so that you can locate a payment using the Gateway transaction ID provided to you by the gateway.
Updates to Payment section at the bottom of invoices	Previously, cash invoices and invoices paid with an open credit did not display the payment details at the bottom of an invoice. This enhancement surfaces associated payments on cash invoices and invoices paid with an open credit.
New out-of-the-box Report Writer reports	Navigate to Continuum > Report Writer to review the following out-of-the-box reports: Print Order by Order Number Print Orders By Date Shipping Paper 2 Up Labels 2 Up Labels A4 3 Up Labels 3 Up Labels A4 Member Profile Combined Badge and Tickets Event Badges 6 Per Page Event Badges 8 Per Page Event Certificates Event Registrants Report Program Item Certificates Program Item Registrants Program Item Tickets Registration List Registration Option Registrants Weeks Out Report Fund Performance Analysis Gift Confirmation Report Gift Item Performance Analysis LYBUNT Memorial Tributes with Notify Contact Pledge Income Forecast Top Donors Member Expiration Analysis Outstanding Membership Fee Balance by Member Outstanding Membership Fee Balances by Product
UPGRADE CHANGES
Manual batches can no longer be created when logged in as MANAGER	For all sites set for Manual batches, the MANAGER account can no longer create manual batches, and the default batch will always be selected. As a reminder, the MANAGER account should never be used to process transactions.
iMIS Pay Central all-in-one payment field	All gateway payments are now processed using a single all-in-one payment field to improve the security of payments in iMIS. This payment field is used to collect credit card and bank account information using iMIS Pay Central's enhanced security features to ensure your payments are as safe as possible. In order to make the payment process feel as seamless to your users as possible, you should update your custom theme.
UseIMISID no longer configurable in the recurring enrollments Workbook Converter	The UseIMISID property is no longer configurable in the recurring enrollments Workbook Converter. Adding the property to the workbook will have no effect on imports, as the property is now configured to always read as FALSE.

SEPTEMBER 2021 (20.3.110)

SEPTEMBER (20.3.110)
NEW FEATURES
iMIS Advertising	Track and manage advertising opportunities from sales through insertion. iMIS Advertising will track every detail that matters, including analytics, media order management, media asset management, production management, sales commissions, and billing.
Disabling the Address Verification Service (AVS) system wide	The Use address verification service (recommended) setting allows users to enable or disable the AVS system wide. Whether this setting is enabled or disabled, UK addresses still use the UK Postal Code lookup.
New metrics on the communication-specific Advanced Email dashboard	The communication-specific Advanced Email dashboard has been updated to include the following information: Email not opened: A list of recipients who have not opened an email and what their last interaction with the email was (i.e. reported as spam or delivered). No links clicked: A list of recipients who have opened an email but did not click on any links, along with their last interaction with the email (i.e. opened or unsubscribed).
Additional file and image extensions allowed	The following file and image extensions are now allowed for upload: Image: .webp Files: .7z, .dmg, .epub, .ics, .mid, .midi, .msg, .mobi, .webp
Voiding and issuing replacement charitable receipts	Set the receipt status to Void and easily issue a replacement receipt with a new receipt number.
Account Statement with Parameters	The new SSRS report, Account Statement with Parameters, allows staff to run AR statements in mass using the same parameters as the Trial Balance.
UPGRADE CHANGES
Using 3DS with the iATS payment gateway for European customers	The iATS payment gateway now requires 3D Secure (3DS), a fraud-prevention measure that acts as an added layer of security when taking card payments for European clients. In order for the One-Time Payment (OTP) challenge to successfully trigger, all instances of the Contact Account Creator must have Include address and Require address enabled. See Contact Account Creator configuration options for more information.
Updating financial entities that charge GSTINC taxation	A new GST Inclusive taxation method is available when defining a financial entity. This new taxation method replaces the need to select the Canadian taxation method and then selecting GSTINC as the tax authority to invoke GST Inclusive behavior. If you have financial entities charging GSTINC, you should update the Taxation method from Canadian to GST Inclusive.
Quantity based promotions	The Discount based on quantity purchased promotion has been updated so that by default, the cheapest item in a list of eligible items is discounted.
Checkbox for enabling non-dues billing in Membership settings has been removed	The Enable non-dues subscription purchase and renewal setting at Settings > Membership has been removed, and iMIS is now automatically configured to accept non-dues billings.
Check number no longer required in the Enter Gifts window	The Enter Gifts window no longer requires a check number for Cash payment methods.
Deprecated file types in the Document System	The Flash Video File (FLV), MS Word Mail Merge (WMM), MS Word Mail Merge Template (WLT), Real Audio (RA), Real Audio Metafile (RAM), Windows Write Document (WRI), and Word Perfect Document (WPD) file types are deprecated. Any files with these extensions remain in the Document System, but they cannot be edited.

AUGUST NEW FEATURES (20.3.105)
BILLING & PAYMENTS
Processing refunds	Asia Pacific and New Zealand clients using the iMIS Pay gateway can process a refund directly from Staff site.
Subscription details window updated with a Complimentary checkbox	The subscription details window has a new Complimentary checkbox. This allows staff users to offer complimentary items on specific billing products for specific contacts. Click to view image
Easily define billing cycles that renew all members, only AutoPay members, or only non-AutoPay members	The billing cycle definition has been enhanced for those licensed for AutoPay. The Default AutoPay options allow staff users to easily define if the billing cycle will bill all members, only AutoPay enrollees, or only non-AutoPay enrollees. The default options also display in the Generate renewals window (Membership > Renewals > Generate renewals) and can be changed at the time of generating the renewal invoices. Click to view image
Enhancements to the Generate renewals window	The Generate renewals window (Membership > Renewals > Generate renewals) no longer has a separate tab for billing batches; instead, if there is an accrual billing generation, the Logs tab displays a link to the unposted batch in the Batch column. Clicking the Batch link opens a pop-up window, in which the staff user can review the list and post the batch. Additionally, while a billing run is still processing, the status is now a clickable link that opens a pop-up window with more information about the billing run status. If there are errors associated with the billing run, the errors display in the pop-up window. Click to view image
Reviewing failed payments	The Community and Finance dashboards display an alert when a payment processes with errors. The alert navigates to a page that details the payment ID, the error message, and when the error occurred. Click to view image
Unapplying a payment	Easily unapply a payment from the payment details. Unapplying a payment creates an open credit on the bill-to contact's account. This feature enables staff users to adjust membership or fundraising invoices that have already been paid, then reapply the same payment by using the open credit. The open credit can be reapplied to the same invoice or applied to a new invoice. Click to view image
Adjusting and cancelling event registrations	The invoice detail for event invoices has been enhanced with the option to adjust or cancel the registration directly from the invoice. Previously, you could only adjust or cancel an event registration by going on behalf of the registrant and navigating to the correct event yourself. Using the new invoice adjustment option, you are now automatically taken on behalf of the registrant and directly to the correct event. Click to view image
REPORT WRITER
New Report Writer reports	Navigate to Continuum > Report Writer to review the following out-of-the-box reports: Fundraising Dashboard Product Sales by Category Product Sales Over Time Order Detail Report Order Invoice Orders by Locations (ExpressView) Orders by Type (ExpressView) Print Selected Order Invoice Product Sales by Category Product Sales Over Time Pro-Forma Quotation Promotion Analysis by Item Promotion Analysis by Promotion Event Invoice Print Event Invoice for Registration Print Selected Event Invoice Account Statement Invoice Detail Print Selected Invoice Detail Source Code Performance Analysis SYBUNT Donors by Location (ExpressView) Gifts by Fund (ExpressView) Registrations by Chapter Members by Location (ExpressView)
Using the Report Writer event invoice report by default	The Print Invoice button from event registrations use the SSRS Event Invoice report, but iMIS can be configured to use the new Report Writer version.
Using Report Writer invoices on the Print tab of the invoice display	Out-of-the-box, all invoice Print tabs display the SSRS version of the invoice report. With the Report Writer - Plus license, you can configure iMIS to display the Report Writer versions of the out-of-the-box reports. You also have the option to customize the out-of-the-box reports and use the custom version on the Print tab.
RiSE
Turning off the address verification service on the Contact Account Creator	Turn off the Address Verification Service on individual instances of the Contact Account Creator by disabling the option Use address verification service (recommended). Turning off the address verification service may be desired on specific pages, such as a Give Now donation page. Click to view image
Defining the default culture	There is a new system setting at Settings > Organization: Display dates and numbers using.This option enables administrators to specify the default culture for the website, by choosing between The user's browser language settings or an Organization default. When the Organization default is selected, dates and numbers default to that culture instead of using the browser's language settings. Additionally, accrual dues invoices also use the Organization default setting to define the date format on the invoice. Click to view image
Specifying the language for a website	The new website property, Always display this website in a specific language, allows website administrators to define the language to use for a specific RiSE website. When enabled, the website always displays in that language and the end user does not have the option to choose a different language within that site. This option is available to those with the Translation license. Click to view image
Defining a custom default currency	If the required currency is not available in the Default currency code drop-down, users can choose the Other option. Choosing Other will display a text field in which the user can enter the three-letter ISO currency code for their country. Click to view image
Sharing cookies across subdomains	Enabling the new Share cookies across subdomains option allows website cookies to be shared among subdomains, making sure users stay logged while navigating between the websites. From the Share cookies across subdomains for these domains text field, staff users can enter the domain that subdomains will share cookies with. Click to view image
New out-of-the-box Form Builder forms	There are three new out-of-the-box forms for use at RiSE > Form Builder > Form Library: Organization Demographics Form Volunteer Sign-up Form Contact Demographics Form
AUGUST UPGRADE CHANGES (20.3.105)
API
Access-level changes to the REST API EventResource endpoint	The EventResource endpoint has been updated, and authenticated users now only have Read access.
SSO refresh token maximum amount is 60	As a security enhancement to the REST API, the Single Sign On Refresh token lifetime (minutes) setting, also known as the refresh_token, maximum value is now 60 minutes and can be invalidated earlier when the cache is cleared.
REST access_token expiration set to 60 minutes	As a security enhancement to the REST API, the access_token expiration time is set to 60 minutes and can be invalidated earlier when the cache is cleared. In this version, the expiration time can be calculated by reviewing the ".issued" time and adding one hour. In the next iMIS upgrade (.110+), the expiration time will be reflected in the ".expires" property.
BILLING & ACCOUNTING
Overriding AutoPay in the Cart for memberships	If Memberships and subscriptions are required to be auto-renewing is enabled and a membership join or renewal invoice is in the cart, staff users can choose between Single payment and Automatically pay future renewal. The Automatically pay future renewal option is selected by default, but staff users can change it to a single payment instead. Previously, staff users were not able to change the payment to Single payment when Memberships and subscriptions are required to be auto-renewing was enabled.
AutoPay transactions added to an AutoPay batch	AutoPay transactions are added to an Auto-Created for AutoPay batch that is separate from other non-AutoPay transactions. The batch is created and transactions are added after the Retrieve processed payments from Pay Central task is manually or automatically run. Click to view image
Removing the write-off option from the invoice detail	The write-off option has been removed from the invoice detail, and all write-offs must now be performed at Finance > Closing procedures > Invoice write-offs.
Multiple financial entities removed as optional	The option to enable or disable multiple financial entities has been removed, and iMIS now always behaves as if multiple entities is enabled. If you do not have more than one financial entity, there are no changes for you. For those with multiple financial entities defined, iMIS will continue to use the default entity, unless a specific entity is selected for a product, event, or gift item, or if a module default entity has been selected at Settings > Finance > General. See Assigning financial entities to transactions for more information.
Renewed through date is cleared when managing expired members	Updating a contact's Status or Member type through the Membership > Manage expired members window now automatically clears the Renewed through date.