2020-12-15 Release Notes
Date | Dec 15, 2020 |
---|---|
Issues | 39 issues |
Important highlights from this release
- Add Invoices and Payments to Engage Billing, including the ability to print receipts
- Port Billing setup to Engage
- Separate payment types for credit/debit card and ACH gifts
- Sort order on giving sets
- Add Employee ID to the printed payroll stub
- Redirect payment administration and Engage setup to Engage for users on 11.1 or later
- Enable access to the COG Women's Tool, Calendar Tool, Congregational Profile Tool, and Single Event Registration tool based on serial number
- Limit features in People when you don't own Membership
- Hide payment options on registration tools when you don't own Engage Complete
All updates for this release
Billing
- ENG-657 Story - Show invoices through Engage Billing
- API-710 Story - Endpoint to return invoice information
- API-712 Story - Return if billing is enabled
- API-715 Story - Endpoints for Engage Billing settings
- API-716 Story - Endpoint to return payment information
- API-721 Story - Default sort payments and invoices by date descending
- API-719 Story - Create a engage.payment_settings record for surcharge if it doesn't exist and allow making payments without an income accout
- ENG-1021 Story - Check for Engage Billing setup when accessing billing
- ENG-1022 Story - Port Engage Billing setup to Engage
- ENG-1049 Story - Show payments in Engage Billing
- ENG-1050 Story - Ability to print a receipt for Engage Billing payments
- ENG-1070 Story - Make the date format uniform across all of Engage by updating the Billing format to match Giving and Payroll
- ENG-1092 Story - Add check number and bank number to details page for non-Engage payment
COG Women's Tool
- WMT-1453 Story - Enable the Women's tool for all COG Regional with Engage Complete
Calendar Tool
- WMT-1455 Story - Provide access to the Calendar tool if the user owns Roommate and some Engage plan, not based on the toolkit
Congregational Profile
- WMT-1466 Bug - Navigation menu for congregational profile disappears when width is small
- WMT-1468 Bug - Navigation menu is moving up and down a line depending upon the page it is on in Congregational Profile
- WMT-1454 Story - Enable the Congregational Profile based on serial number
- WMT-1463 Story - Add validation that integer inputs are integers for congregational profile
Emails
- API-711 Bug - Change notification emails always say the record was changed by the provision description
Giving
- ENG-1040 Bug - Direct URL to giving set with no funds does not redirect
- ENG-816 Story - Add different Payment Types for ACH and Credit Card so users can differentiate between them
- ENG-1019 Story - Implement giving set sort order
Navigation
- ENG-1073 Story - Enhance error when individual tries to access admin page without admin role
- ENG-1080 Story - Add a back button from detail pages to the main page
Payment System
- API-729 Bug - Search transactions is showing the wrong donor information (deployed 2020-12-17)
Payroll
- ENG-1045 Story - Add employee ID to the printable check stub
People
- ENG-722 Story - Hide 'relationships' header when there are none to display
- ENG-781 Story - Hide gender when the user doesn't own Membership
- ENG-782 Story - Disable uploading photos when you don't own Membership
- ENG-783 Story - Disable groups when you don't own Membership
- ENG-1081 Story - Prevent viewing other individuals when organization does not have membership
Session Management
- API-718 Bug - Error loading Engage if there is no engage.staff_email_address record
Setup
- ENG-1085 Bug - Unable to use default logo
- ENG-1042 Story - Disable group settings when you don't own Membership
Single Event Registration Tool
- WMT-1456 Story - Hide all payment options on the SERT when there is no SST account
- WMT-1464 Story - Provide access to the SERT if the user owns registration, not based on the toolkit
System
- API-717 Story - Include fgsystem.membership value with /description endpoint
Tech Stack
- ENG-964 Story - Have ember tables use the generic component
- WMT-1467 Story - Make sure engage_forms is set to true for each forms test
WMT Administration
- WMT-1465 Story - For users on at least 11.1, redirect to Engage when accessing tools/settings that have already been ported