Latest upgrade: What's new?

Tip! Looking for something from a previous release not listed below? Check out the Sprint Review Notes!

Latest Release: July 2025 (20.3.208)

Reversing and rebilling renewals — Including accrual invoices

The Reverse and rebill option allows staff users to streamline billing corrections for both persisted cash and accrual invoices. Clicking Reverse and rebill takes staff users directly to the Generate renewals page with the original billing details already filled in, making it easy to adjust and regenerate the billing. This feature replaces the preexisting process for rebilling and is now the only way to rebill a renewal.

See Reversing and rebilling membership renewals.

Automatic timestamps added to new panel sources

Newly created panel sources now automatically include two system-managed, read-only fields. These properties are added by default, cannot be deleted, and help provide better tracking of panel data changes:

  • CreatedOn: Records when the panel data was originally created.
  • UpdatedOn: Records the most recent update to the panel data.

Existing panel sources will be updated with these same changes in a future upgrade.

Creating a query of cancelled Stripe direct debit mandates

To mitigate missed recurring payments, it is recommended to create or modify an existing IQA query to identify cancelled Stripe direct debit mandates so that staff users may reach out to customers before the next payment is due. See Creating a query of cancelled Stripe Direct Debit mandates.

Identifying all invoices with a purchase order (PO) number

The Customer Reference property has been added to the InvoiceSummary business object, so that staff users can use it as a query filter to identify invoices with PO numbers. See Reporting on all invoices with a PO number.

Upgrade Changes

  • Badge field updates now apply to individual registrations - Previously, the Organization Name (Company) was stored on the shared Address record, so updating a registration would inadvertently update other registrations that used the same address. Now, badge-specific fields, such as Informal Name, Title, and Company are stored directly on the badge. This ensures that when you update these fields during registration, the changes apply only to that specific registration, not others.
  • Media orders management enhancements for easier searching and invoicing - The Media orders management area has been updated with several improvements to streamline search efficiency and order creation:
    • Buy Id search field added to the Post orders and Unpost orders tabs
    • Order Number column now visible in the Post orders and Unpost orders tabs
    • Order Number search field added to the Unpost orders tab
    • Select All checkbox has been added to the Media Schedule tab
    • Staff can now combine multiple selected media orders from a Buy into a single invoice

Previous Releases