Donor Statements – Release Notes

Build 1.93

- Add the ability to include the total pledge amount in the text of the statements using the key word [Total Pledge Amount].

Build 1.92

- User interface changes to the Get Transactions dialog.

Build 1.91

- New footer text field now optionally loaded into the Excel page footer, so it will print at the bottom of every printed page.

- For bigger data sets, added option to get QuickBooks data in 30-day increments. This enables large data sets that QuickBooks can’t seem to handle when requested in one session.

Build 1.89

- Logo can now be placed Left, Center, or Right at the top of statements.

- Right placement now reliably puts the logo exactly on the right edge of the statement.

Build 1.88

- Add custom total label option for the details table.

- Add ability to include an extra line of detail below the company address. Use this for custom contact information like your website, phone number, or other similar information.

- Fix layout issue with statement number label.

Build 1.86

- Changed scaling model for signature and logo to be a %, which is easier to understand.

- Add a Footer field in addition to the other two text paragraph fields.

- Add messaging if Excel will scale the page to fit one page wide, which can be confusing. Messaging lets you know how much the statement will be scaled and what to do if that is a problem.

- Add option to show both the opening and closing paragraph text fields above the data tables.

- Add a warning message if query settings cannot be confirmed before getting data from QuickBooks, in order to help support.

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Build 1.85

- Add help dialogs for account selection and font selection to answer common questions.

Build 1.84

- Add special key word [Total Open Balance] which can be used in the opening or closing paragraphs, when pledge data is optionally pulled from QuickBooks. Total Open Balance is the unpaid amount of pledges.

Build 1.83

- Made trial behavior clearer in the create statements dialog.

Build 1.81

- Fixed a subtotaling logic error (where there were too many subtotal group titles.)

- Added the ability to export and import settings. This allows for better tech support and also you can define multiple different donor statements configurations, export them, and then import them to quickly reconfigure the addin.

Build 1.81

- Now you can auto-select donors based on the sub-type, (the Customer Type or Vendor Type.) You can also see the sub-type in the donors list as you create statements.

Build 1.79

- Now pledges dated past the end date of the reporting period are not included on statements.

Build 1.78

- Now if reportable payments are applied to future invoices, the payment date is used instead of the future invoice date.

Build 1.77

- Now if you have no current donation data, but you do have Pledge data you can create statements that contain only pledges.

Build 1.76

- Now add accounts to the account list from Pledges as well as those found on Donations.

- Statements are now created if a Donor has only matching Pledges and no Donations.

Older builds:

- Changes to the date filter so that only details in the desired date range are included, though more data is retrieved from QuickBooks.

- Now get Payment numbers (e.g. “Check Number”) for many types of payments, such as payments against invoices, donations as Deposits, and other cases.

- Add ability to give columns included on statements custom names.