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August 13, 2026 - Release Notes

Fundraising: Gift and Pledge Entry Updates

Recording gifts by hand now works the way development staff needs it to:

  • Gift Date: Set the gift date when you enter it, so a late-arriving check lands in the right month.
  • Ledger posting: Gifts you record by hand now post to the ledger like any other gift.
  • One payment flow: Donations and pledge payments share the same payment options: card, payment link, cash, check, or off-platform.
  • Add a donor from the gift: Create a new individual or organization while recording the gift and attach them in one step.

More in the Knowledge Base: Fundraising → Donations

Fundraising: Edit Pledge Installments

You can now change a pledge's remaining installments when a donor's payment doesn't match the schedule:

  • Unpaid installments: Change the amount or due date, add an installment, or delete one.
  • Paid installments: Any installment with a payment recorded is locked and marked as paid.
  • Commitment total: Remaining installments must add up to the outstanding balance, and each fiscal year's total stays the same.

Save your changes first, then record the payment against the matching installment. If one check covers two installments, combine them into one row before you record the payment.

More in the Knowledge Base: Fundraising → Campaigns

Operations: Group Visit Reservations and Payments

The first phase of Group Visits updates adds more flexibility for reserving, paying, and checking in:

  • Reserve now, pay later: Build a cart from the Museum Floor, and the system automatically holds prices, tickets, and capacity.
  • Redesigned Visit Details: Overview, Reserved Items, Inquiry Response, and Payments sections, plus a summary with headcount, date, and balance.
  • Payment options: Groups can pay on the Museum Floor on the day of the visit or by invoice.
  • Check-in by line item: Track what each group received, line by line.
  • Group Types: Add, rename, or retire Group Types in Settings → Group Visits.
  • Two new automated emails: An inquiry acknowledgment and a booking confirmation. You can edit both.

More in the Knowledge Base: Operations → Group Visits

Accounting: Daily Report Updates

The Daily Report now covers drawer activity and pledges in more detail:

  • Filter by Station: Totals, CSV export, and drill-down all update to match the station you pick. Refunds made at a different station are tracked, so each drawer balances against its own activity.
  • Pledge Commitments section: Commitments, adjustments, reclasses, write-offs, and payments, broken out by Donation Category.
  • Accurate Total Collected: Pledge commitments are offset by a matching receivable, so they don't inflate Total Collected.
  • Traceable category changes: Changing a committed pledge's Donation Category books its own correcting entry with a reason attached. Earlier entries are never changed.
  • Exports: Both CSV formats include the Pledge Commitments section. Pledge commitments never count as tender.

More in the Knowledge Base: Accounting → Reports