Latest upgrade: What's new?

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

Latest Release: November 2024 (20.3.192)

Stripe gateway available in all regions

The Stripe gateway is available in all regions upon request. Please contact your AiSP or CPIL to learn how to get started with the Stripe gateway.

UK Direct debits for the Stripe gateway

Direct debit payments have been implemented for the Stripe gateway in the UK. In addition, reconciliation of direct debit payments within iMIS enables staff to easily track both initial and recurring payments, minimizing manual effort and enhancing accuracy in financial reporting.

Generating membership renewals automatically

Organizations can now fully automate membership renewals by using two new process automation tasks:

Generate membership renewals – Generates and posts renewal invoices for a selected billing cycle, automating the manual process at Membership > Renewals > Generate renewals.
Send membership renewal invoices to Pay Central – For AutoPay users, this task sends renewal invoices directly to Pay Central, enabling complete automation of recurring membership renewal payments.

See Automating the membership renewal process.

Overriding the default start month for annual billing cycles

Easily define custom start months for annual billing cycles using the First month of term option, which allows member types to follow unique billing schedules within the same organization. This option, available in Membership > Billing cycles and the Membership Configuration Wizard, applies only to the term dates of the specific billing cycle and does not impact the fiscal year defined in Finance settings. See Managing different start months for annual memberships.

Assigning a customer type when creating a new account

The Contact Account Creator includes new configuration options for assigning default customer types to individual and organization contacts. Staff can override these pre-configured types when adding contacts, while new contacts created by public users automatically receive the pre-configured types. If no customer type is specified, the system default from the Organization settings is applied automatically.

Exploring additional ASI products, licensed features, and iMIS integrations

Easily review a comprehensive overview of additional ASI products from the application menu located in the header of the Staff site or from Help > Enhance iMIS. From these new areas, users can explore all ASI offerings, such as Clowder, OpenWater, and TopClass. Simply click one of the offerings in the menu to learn more about it.

Also from Help > Enhance iMIS, review all available licensed features not yet purchased, or easily navigate to the iMIS Marketplace where you can discover the full range of iMIS integrations.

Updated banners on out-of-the-box account pages

The Staff site features fresh, updated banners for both individual and organization out-of-the-box account pages. Custom account pages will retain their original banners. To begin using the updated banner style on custom account pages, see Editing custom account pages.

Special character support for product and event details

The following now support extended special characters, including Māori macrons:

To accommodate this enhancement, the character limit for product and event titles has been increased from 60 to 120.

Custom business objects built on database tables or out-of-the-box views automatically support this feature, while those built on custom views may require manual updates. For details on enabling this feature in custom views, see the related Tech Alert.

Enhancements

Using the Membership Configuration Wizard beyond initial setup - Once you have completed the initial setup of the Membership Configuration Wizard, you have the flexibility to revisit and update any specific configuration settings by going to Membership > Configuration wizard. Other options for navigating the wizard (either on setup or maintenance) have also been added such as the options to Save or return to a Previous screen.
Updated event question editing - When editing event questions, users can now simply click on the individual edit icon next to the question they want to modify, eliminating the need to click the question row and then select Edit selected.
Improved visibility of query security settings - The security of a query is clearly defined using tags near the query name. The tag will read either Public, Limited, Private, or Internal. Additionally, the query Security tab contains more details regarding the security of the query.
Certificate expiration alerts added to the About iMIS page - To enhance visibility of certificate status and prevent service disruptions, the About iMIS page (Settings > About iMIS) now displays alerts for expired or expiring certificates. When either of these alerts display, contact ASI support for further guidance.

Upgrade changes

Enhanced HTML editor accessibility - The updated WCAG accessibility guidelines now recommend using the Firefox browser for navigating the HTML editor.

Azure Active Directory (Azure AD) renamed to Entra ID - When setting up OpenID Connect (OIDC) , the external directory formerly known as Azure Active Directory has been renamed to Entra ID. There are no changes to functionality, only the name has been updated for consistency with recent branding.