Hello DONATION beta testers. I’m writing to ask whether you could put in a bit of time beta testing an important new release, 4.01, before we officially release it to everyone.
Most of the changes in this version are about receipting. One that will appeal to everyone is that there is now a Correct button above the rows of donations, that allows you to make changes to an already-receipted donation, and immediately create the corrected receipt including your changes. This replaces the previous clumsy approach of deleting the donation, re-entering it with the desired corrections, then creating a corrected receipt.
Most of the other changes are aimed only at Canadian users, because they relate to the fact that we unfortunately only recently discovered that donations with Advantage (where the donor receives something in exchange for their donation, and you fill in the Eligible Amount field) need to have a description of that Advantage printed on the receipt. That is now possible in this version, though there were a surprising number of changes needed in our programming to achieve that!
All Canadian receipts also include the new CRA Charities web address (English or French).
One thing to keep in mind about testing these things is that if you create fake new donations and receipts for them, or new corrected ones (for Canadians), you can undo most of those changes by deleting the new receipts with Receipt -> Delete Range. Just be sure not to delete any real ones you need to keep!
And don’t worry, we are still working on the Web Network Version that we surveyed you all about in September.
You can download this version from the usual Pretest page at http://www.software4nonprofits.com/pretest.htm. That page has a complete list of the changes (taken from the Revision History page in the program’s Help).
Please let us know of any testing results (positive or negate) that you have, either by Replies on this blog post, or direct email replies.