PosiGive v1.5 - JULY 2, 2025

Post Config

• Ensure that the following objects are included in Change Data Capture (CDC):

  • Gateway Transaction

  • Gateway Invoice

  If these objects are not currently configured for CDC, please include them.

What’s New

• In Manual Reconciliation, the Default filters now displaying the right records. When the Manual Reconciliation page loads, the correct records are now shown based on these default filters:

  • Amount Filter:

    • If the Total Transaction Amount from the bank statement line is available, it is used as the default for both the Minimum and Maximum amount fields.

    • If not, the Amount field is used instead.

  • Date Filter:

    • If the Settlement Date is available, it is used as the default Start Date.

    • If not, today's date is used.

  • Object Type Filter:

    • The default object type is Gift Transaction.

  The records shown in the table are filtered based on these default values.

• When processing a single Gift Entry for a new donor—whether on the Gift Entry page or in a Gift Batch—a validation message will now appear if Email or Mail is selected in the Acknowledgement Channel.

  • The Acknowledgment Channel defaults to Email if there is no Default Acknowledgement Channel set in the donor’s account.

  • If a value is specified in the Default Acknowledgment Channel in the donor’s account, the Acknowledgment Channel is automatically populated based on that value.

  • If the Default Acknowledgment Channel is not set, a message will appear below the Acknowledgment Channel field stating:
    “Please provide either an email address or mailing address to select other channels.”

  • If the Mailing Address of the donor has no mailing address, or a new donor has no mailing address, and the selected Acknowledgment Channel is Mail, a message will display stating:
    “Please provide either an email address or mailing address to be able to select other channels.”

  • If both the email address and mailing address are missing, a message will appear based on the selected Acknowledgment Channel, stating:
    “Please provide either an email address or mailing address to be able to select other channels.”

  • If the donor has no email address and the selected Acknowledgment Channel is Email a message will display stating: “Please provide either an email address or mailing address to be able to select other channels.”

  • If No Receipt is selected as the Acknowledgment Channel, the following fields will be hidden:

    • Acknowledgment Template

    • Acknowledgment Message

    • Acknowledgment Instruction

• The Bank Statement Line Table will now display the Total Transaction Amount. When reconciling a Bank Statement Line via the Manual Reconciliation button on the Bank Statement record:

  • On the Bank Statement Line page, the Amount column is now replaced with the Total Transaction Amount column.

  • This new column shows the value from the Total Transaction Amount field of the Bank Statement Line.

• When reconciling a Bank Statement Line using the Manual Reconciliation button on the Bank Statement record:

  • On the Find and Match page, if Order is selected in the Object Type filter:

    • All matching Order records will be displayed.

    • In the Name column, the Order Number will now be shown instead of the Order Name.