Hello folks. I’ve just uploaded version 3.23c Beta1 to the www.software4nonprofits.com/pretest.htm page, for your testing enjoyment!
I’ve actually already uploaded the live version of 3.23b to the regular DOWNLOAD page, and I was going to announce that to all paid-up users today, but I got a brainstorm for a few new improvements yesterday, so I made those improvements, and am giving you a chance to test them before I announce version 3.23c to all users, probably on Thursday morning. (The users other than blog readers haven’t even been informed of version 3.23 yet either.)
The biggest change is the ability to have donation categories that are non-receiptable, by having their description be “Non-Receiptable” (duh!), or start with “NR ” or end with ” NR”, as in “NR General” or “General NR”. This means that by doing that, you can still use the Cheque # / Paid By field for its normal use (such as to enter a cheque number), for non-receiptable donations. The setting of donor categories to “Non-Receiptable” to mark an entire donor as always non-receiptable has also been enhanced by allowing ones starting with “NR ” or ending with ” NR”.
I had previously been asked about allowing the users to explicitly mark certain donation categories as non-receiptable, but I didn’t want to do that in a completely wide-open way (for any category text), because I was afraid they would forget which ones were and weren’t receiptable, and make mistakes in their receipts. Having it work by coded values like this, which should be pretty obvious, eliminates that concern.
The other really nice change is to Custom Reports, to allow them to be forced to prompt for either an individual date, a range of dates, or a range of dates and a donation category, just like some of the built-in reports do. This gives a lot more power and flexibility to Custom Reports.
As usual, please let me know any comments you have about these changes, or testing results (positive or negative!), preferably by adding a Reply to this blog posting.
The complete list of changes in this Beta version (which incorporates both 3.23b and 3.23c) are on the pretest.htm page that you can download it from, linked to above.