Latest upgrade: What's new?

Summarizing AR journal entries for GL exports

When enabled, the Summarize AR journal entries setting at Settings > Finance > General returns a summarized row for each journal entry. If disabled, the GL export includes detailed rows for each journal entry.

importing payment mandates using the workbook converter

Staff users can now import existing payment mandates using the Metadata column in Workbook Converter. This change allows for the smooth processing of recurring payments on accounts where users had previously given consent, ensuring a seamless transition to the Stripe gateway.

new format property added to the display tab in iqa

The Display tab of a query now has a Format column where staff users can choose what format they want specific properties to display in.

Enhancements

• iMIS Assistant unavailable with Report Writer and cart - While working in the cart, Report Writer, or a page with the Report Writer Display content item, iMIS Assistant is not available to use.
• Updates to creating promotions - The following updates were made regarding creating promotions:
  • Promotions can now be marked as Active to make it available to be applied onto qualified products.
  • The delete icon has been replaced. To delete a promotion, select it and click Delete.
  • A maximum of 250 promotions can be applied automatically or manually if the promotion is marked as Active and the promotion is within a valid date range, if a date range is specified. (If a promotion is not set to be automatically applied and is Inactive, the code cannot be applied.
• Enhanced visibility and tracking for Process Automation Scheduling Tasks - The Logs tab in Process Automation now shows Scheduling tasks along with the next five Scheduled tasks. There are also two more Scheduling tasks events: Scheduling task trigger job completed and Scheduling task failed.
• Specifying Organization or Individual customer types for media assets in Advertising - Staff users can now specify whether an advertiser, agency, or Bill To contact added to media assets in Advertising is an Organization or an Individual.
• Itemized renewals always visible for staff users - Staff users now have full visibility into itemized renewals at all times and can adjust dues invoices without needing a billing cycle that has Use for itemized renewals enabled.

Upgrade Changes

• Improved reversal for non-dues subscription invoices - Reversing non-dues subscription invoices now automatically clears the Bill Begin and Bill Through dates, which are combined into the Term dates field on the subscription details.
• iATS gateway deprecated - Staff users no longer have the ability to add a new iATS gateway; however, existing iATS gateways remain supported. Any questions regarding payment gateways should be directed to your AiSP, CPIL, or payments@imis.com.

Documentation

In addition to documentation created for the new features and enhancements listed above, the following documentation was created in response to client feedback, support inquiries, and other external requests:

• Events: Getting Started Guide

Advertising enhancements

The following features have been added to optimize and improve the Advertising module:

• Advertising Sales representative update to public site – Staff users can now assign a sales representative and territory to media orders purchased on a public site when configuring Sales representative settings under Advertising. Only one Representative-Territory combination can be selected for this option.
• Media assets available on public site option – Staff users can now make media assets available for public purchase with a simple toggle. When creating or editing a media asset, enabling the Available on public site option ensures it’s accessible to public users.
• Email required for public media assets - To enhance communication and transaction tracking, an email is now required when enabling the Available on public site option for media assets.

More Advertising enhancements are coming in a future release.

Enhancements

• Duplicate Merge - Plus rebranded to Premium - Duplicate Merge - Plus is now Duplicate Merge - Premium, marked by a pink diamond icon instead of the green PLUS button.

Upgrade Changes

• Stripe ACH and Direct debits have been implemented for the following regions: United States, Australia, and the European Union.
• The iMIS Assistant chatbot is disabled by default.

Documentation

In addition to documentation created for the new features and enhancements listed above, the following documentation was created in response to client feedback, support inquiries, and other external requests:

• Pre-upgrade checklist: The pre-upgrade checklist was enhanced to note when each task can and should be performed. Each task is now designated with a specific category (1, 2, or 3).
• Understanding non-dues billing: New section that goes over important dates related to the non-dues billing process.
• Configuring monthly, quarterly, or yearly membership offerings: New article that goes over how to offer monthly, quarterly, or annual membership options through a single member type, specifically useful for those configuring flexible membership options using AutoPay.
• Searching for queries: New article that goes over how to search for queries using the existing functionality on the RiSE Dashboard.
• Stripe FAQ: New article that covers frequently asked questions regarding the Stripe gateway. This article is organized by region.

iMIS Assistant chatbot

The iMIS Assistant chatbot, powered by AI, helps staff users find information and receive personalized assistance to their questions. The iMIS Assistant is connected to the help site, enabling it to answer questions about the Staff site. The iMIS Assistant chatbot is enabled out-of-the-box but can be disabled (Settings > AI).

Adding panels to invoices to collect custom invoice data

Invoice-based panel sources and panel definitions are now available, providing staff users with the ability to add custom data to an invoice. For details, see Creating invoice-based panels and Adding invoice panels to invoice pages.

AutoPay enhancements

The following AutoPay updates have been made to improve transparency and simplify the payment management experience:

• Retrieve processed payments - The Retrieve processed payments tab (Fundraising > Automatic payments > Process payments, OR Membership > Automatic payments > Process payments) has been upgraded with new detailed payment information columns, progress trackers, and convenient links to streamline navigation.
• Saved payment methods - Saved payment method names (Account page > Preferences > Saved payment methods) have been renamed to locally used terminology, such as "Account” in the UK, and “Checking/Savings” in North America.
• Using open credits for recurring AutoPay transactions - Open credits may be used to pay or partially pay recurring transactions.
• Expanded limit for retrying failed AutoPay payment requests - A new setting, Retry failed payment requests, has been added to the Automatic payments tab (Settings > Finance > Pay Central) that allows staff to set a limit for the number of times a payment can be submitted through Process recurring donations and Process recurring renewal payments.

Excluding products from promotions

When adding or editing products, you can exclude specific products from promotions. By default, all products are eligible for promotions, so if you want a product to be ineligible, make sure to disable the promotion setting.

Staff site Style Updates

The following styling enhancements have been made throughout the Staff site:

• Enhanced Orion theme - The Staff site theme (Orion) was enhanced with new colors, buttons, fonts, and tab styles.
• Plus features rebranded to Premium - Plus features, which require a license, have been rebranded to Premium features, indicated by a pink diamond icon that replaces the green PLUS button. These premium features include the following:
  • Duplicate merge
  • Advanced email
  • Form builder
  • Process automation
  • Scoring
• Reorganization of the Utility Navigation in the staff site - The Utility Navigation in the Staff site has been reorganized to include the search bar aligned on the right, followed by the cart, iMIS Assistant, Easy Edit, override transaction date, on behalf of, and account profile/sign in and out options.



• Requesting more information about an available feature - Click any available feature on the Enhance your iMIS experience page (Help > Enhance iMIS) to view details and access a Learn More button, which leads to a page to request more information about the licensed feature.

Enhancements

• Refunds for Stripe direct debits in the UK - Direct debit refunds can be processed directly within iMIS, eliminating the need to navigate to the Stripe gateway portal.
• GiftHistory business object enhanced with additional properties - The GiftHistory business object has been enhanced with new properties, such as Is Pledge, Is Soft Credit, Fiscal Month, and Fair Mkt Value, offering users greater flexibility and control when crafting queries and generating reports based on giving history.
• Changing the customer type from the Contact Mini Profile content item - Staff users can update an individual or organization’s customer type by going to the appropriate account page and editing the Contact Mini Profile content item.
• Excluding cash invoices from the Trial Balance report - A new parameter, Exclude Cash, has been added to the Trial Balance report that allows users to omit transactions related to cash invoices.
• Extended character support for contact addresses - Addresses now support extended characters, such as Greek characters. This enhancement ensures accurate entry, storage, and display of Extended characters across event confirmations, invoices, contact profile pages, and wherever else addresses are used.
• Identifying queries with incorrect syntax expressions - The RiSE Dashboard's new alert empowers system administrators to easily identify custom IQA queries with incorrect syntax expressions.

Upgrade Changes

• Easy Edit automatically disabled on logout - Easy Edit automatically disables upon logout. To continue editing, simply re-enable Easy Edit when you log back in.
• Automatic joins for business objects - Certain out-of-the-box business objects, like CsActivity and NetContactData, now automatically include relevant joins when added to a query.
• Dismissing the upgrade alert message - After an upgrade, the Upgraded Completed Alert Message can be dismissed by clicking the X icon.
• Enhanced promotion criteria prioritization for qualified customers - Previously, promotions with an IQA for Qualified customers could still be applied to non-qualified customers if the other limits were defined (Maximum cart uses per customer, Maximum cart uses overall, or Minimum cart total). Now, IQAs for qualified customers take highest priority. If an IQA is defined, only customers in the query are eligible for the promotion, even if the other limits are set.

Documentation

• IQA reference sheet
• Reporting using the fiscal year
• Understanding non-dues billing