PosiGive v.0150 -1.0 - MAY 06, 2025
URL Package: /packagingSetupUI/ipLanding.app?apvId=04tOZ0000003uthYAA
What’s New
The status of the Recalculate Bank Statement Line Intermittent Reconciliation has been updated. When the Recalculate button is clicked and the batch apex class completes running, the Reconciliation Status is set to Unreconciled.
In the Manage Gift Entry, after selecting a donor, the search box will now remain enabled to allow the user to remove and change the donor if needed.
In the PosiGive layouts, a Campaign list view has been added. The Campaign includes Fundraising and Outbound campaign list views.
When processing a single Gift Entry record for a recurring gift, if the payment method is a Credit Card, an option is provided to immediately process the payment for the first transaction of the recurring gift.
The Bank Statement’s new page layout has been added.
When reconciling Bank Statement Line records via the Manual Reconciliation button, in the Bank Statement Line records table, the table is responsive based on the screen’s dimension.
The Find and Match table in the Manual Reconciliation feature has been updated. When reconciling Bank Statement Line records using Manual Reconciliation, the Filter Records section of the Find and Match table is now responsive to the screen's dimensions. Users can scroll down to view additional hidden filter fields.
When creating a recurring donation in the Gift Entry with a Credit Card as the Payment Method a new notification message appears if the Process First Payment Immediately is true, if false the existing notification is shown.
“Success! The first Gift Transaction of the Gift Commitment has been processed, and the Payment Instrument has been tokenized for future transactions.“
This update applies to Gift Entry pages accessed from both the Gift Entry listview and the Account detail page.
A new PosiGive app is created using the Console navigation style