What's new in Non-Profit Donor Statements 4.56
Jan 28, 2024
- Changes:
- Update warning that appears if a statements saved as a file or to be emailed can’t be saved.
- Changes to code that auto-fits statements to one page wide to better handle very narrow donation tables.
- Fix an issue introduced in 4.55 that can causes the Create Statements button to be inoperative in certain cases.
New in Non-Profit Donor Statements 4.55 (Jan 27, 2024)
- Changes:
- Resolve an issue that caused the company logo to align left even when center or right was selected.
- Now when the option to repeat table titles on multiple pages is selected and the end of the donation table is ‘on the cusp’ of not fitting on one page, don’t split the table if it is followed by the closing paragraph.
- Add a new filter to for the maximum total donation, which works with the minimum total donation filter, allowing for the creation of ‘bracketed’ batches of donor statements.
New in Non-Profit Donor Statements 4.54 (Jan 19, 2024)
- Add instructions for users with multiple monitors to put Excel on the primary monitor when using a signature image file to avoid improper placements of the signature.
- Force the horizontal alignment for the Doc field to be centered, like the similar Payment Number and the Doc Number fields.
New in Non-Profit Donor Statements 4.52 (Dec 30, 2023)
- Fix an issue that caused the custom table column titles to be ignored.
- Enhance the logo “auto-fit” feature to handle very wide and short logos that span more than the printed page. Also, when printing the company name and address and a logo, now the logo is positioned so that it won’t appear on top of the first three columns where the address appears.
New in Non-Profit Donor Statements 4.51 (Nov 27, 2023)
- Fix typo in warning message. Use the correct set of defined table columns for the selected Statement Template.
New in Non-Profit Donor Statements 4.48 (Nov 1, 2023)
- Fix an issue when calculating the address Salutation attempting to use the “Name Salutation” field returned from QuickBooks.
New in Non-Profit Donor Statements 4.47 (Oct 29, 2023)
- Changes:
- When printing using the custom/duplex print feature, now better manage the footer text when the print page numbers option is selected, so that the text is less likely to overlap the page number.
- Fix a typo in the default customizable text for the new donation return voucher feature.
New in Non-Profit Donor Statements 4.46 (Oct 28, 2023)
- Update the way footer margins are calulated
- Allow for an empty trailing new line in the footer text – to help manage vertical alignment when also printing page numbers.
- Format the entire return voucher using the selected font, not just the last few columns.
- Add the company/charity name to the default return voucher settings.
New in Non-Profit Donor Statements 4.45 (Oct 26, 2023)
- New feature! Add donation return vouchers, which can be customized with the desired text and formatting. They appear at the end of each statement, either on the same page or their own page.
- New feature! Now users can specify the field order for the [Salutation] auto-replace key word, choosing from various name fields, the company name, the primary or secondary contact fields, and the first row of the address from QuickBooks. New [Salutation 2] field can also be defined.
- Optionally, both of the calculated [Salutation] and [Salutation 2] fields can be used as the leading rows of each donor’s statement address, instead of the 5-row address block from QuickBooks.
- Reorganized the Options & Create tab of the Create Donor Statements window and moved the Company and Donor Address options into their own sub-windows.
- Added a warning if the top margin appears to be too small to fit data put in the header.
- Reordered and added key words to the auto-replace keyword list on the Message tab of the Create Statements window. New words include [Primary Contact], [Secondary Contact], [Both Contacts].
- Refreshed the documentation to include the new features and other changes – and fixed more than a few typos!
New in Non-Profit Donor Statements 4.44 (Oct 10, 2023)
- Changes:
- New option included in the Customer/Duplex print feature to print the donor’s first address row (their ~name) in the header of each page of a multi-page statement.
- When using the option to repeat donation table titles on each page, eject the page one row earlier to avoid sometimes printing the last row of the prior page on the next page – which happened when Excel thought the page would fit, but then at print time it didn’t quite fit.
- For new users, change the default vertical space between the donor address and the donor salutation from 90 to 60 points.
- For new users, change the default detail table field titles to shortened versions of themselves, just as when selecting the fields manually on the Table tab.
- Now when the optional additional text below the company return address is a USPS “Endorsement”, automatically space and bold it per USPS rules.
New in Non-Profit Donor Statements 4.43 (Oct 3, 2023)
- New feature! Statement “Presets” feature to help configure the donation and pledge tables with different default settings.
- New feature! Include non-donation amounts in addition to donation amounts by including the new “Non-Donation Amount” column on the donation table.
- New! User-customizable titles for the donation and pledge tables.
- New! User-customizable filename suffix used when saving statements as files and when emailing them as attachments. (Previously the suffix added to the donor names was always “Donation Statement”.)
- Better handling for Inventory items on sales receipts and invoices, which create unwanted accounting details that would sometimes appear on statements, for both the donation and pledge tables.
- Relates, now the Account filter displays only the accounts from the donation transactions from rows that might actually be included on statements, depending on your other filters. Extraneous details are excluded.
- Added alert messages when 1) Attempting to include the signature file in the opening paragraph field, and 2) when a signature text file is selected but the [Signature File] key word is not in the closing paragraph field.
- Now when using the Summary Table option, the titles of the table are formatted much like the Detail table titles.
- Now Right-align the statement date and statement number fields.
- The Align Address tab will now display the saved settings when first displayed, before making additional adjustments.
- Set the spacing below the organization’s legal return address position on statements, which impacts where the customer return address appears, even when not actually adding the organization address to the statement.
- Updates to the automatic feature that sizes the statement columns so they fill the printed page when they’d otherwise be too narrow.
New in Non-Profit Donor Statements 4.42 (Jul 7, 2023)
- Changes to the installer to make it clear Excel 2016, 2019, 2021, and 365 are all supported.
New in Non-Profit Donor Statements 4.41 (Jun 20, 2023)
- Improve the “check for updates” button on the Ribbon and the menu to now tell you when there actually is a new update! Improve support for multiple recipient addresses when emailing statements to better handle sloppy data entry. Save the Pledge invoices from date as a default for the next session. Make positioning of the signature image more precise. Better layout for parts of the closing paragraph when it is split to insert the signature image. Force various labels to be text to prevent Excel from auto-formatting them as numbers or dates.
New in Non-Profit Donor Statements 4.39 (Jan 22, 2023)
- When emailing statements, now track the donors who have been sent a statement using the new “Email Log” worksheet. When emailing again using the same statements workbook, now skip those donors who were already sent a statement – those who appear on the Email Log worksheet. Update related messaging. Change a common error message triggered when the connection to QuickBooks fails to encourage repairing the QuickBooks installation, which seems to solve the most common cause of the problem. Now use the temporary folder set in the connection options for all data requests sent to QuickBooks. Stop showing messages about the Email Manager being too old before the Create Statements window appears.
New in Non-Profit Donor Statements 4.38 (Jan 17, 2023)
- Change test email mode so any ‘to’ recipient test email can be used and ‘reply to’ email value is not visible or used. Change related messaging.
New in Non-Profit Donor Statements 4.37 (Jan 11, 2023)
- Fix pause technique logic when sending email using the Excel Batch Email Manager so the number of emails between pauses doesn’t drop to 1 after the first pause. Build 2.58 of the Excel Batch Email Manager is required to send email.
New in Non-Profit Donor Statements 4.36 (Oct 24, 2022)
- Clarify how the Footer margin and the Bottom margin relate to each other in the Create Statements wizard (the difference between the two is the space for the footer text.) Remove any trailing carriage returns from the footer text.
New in Non-Profit Donor Statements 4.35 (May 23, 2022)
- Add Account_Balance column to mail merge file. Add warning message if the running version of QuickBooks can’t be detected. Improvements to the export/import settings feature.
New in Non-Profit Donor Statements 4.34 (Apr 22, 2022)
- Updates to prefill information sent when creating a support request.
New in Non-Profit Donor Statements 4.33 (Feb 4, 2022)
- Improved error messaging when adding product keys. Updates About & Purchase dialog window. Updated messaging when there’s an error emailing a statement. For emailing statements, build 2.53 of the Batch-Email Manager is now required. When emailing in test mode, now send only up to three statements. New Check for Updates menu item and button on the Ribbon – that brings you here! Reworked the Get Help window. Now, prefill the support request form your data. Updated trial mode messaging. Now suggest shorter column labels for the detail table fields for some key fields. Updates to code that finds QuickBooks installations in the registry.
New in Non-Profit Donor Statements 4.32 (Jan 21, 2022)
- Add customization for the organization’s name and return address. Add filter for the donor’s country. Reorganize the Other Filters tab. Update messaging while getting data from QuickBooks. Add ability to exclude a country from donor addresses (typically US users will exclude “United States” from the address.) Rename custom Ribbon tab to “Donor Statements – QB Desktop” for clarity.
New in Non-Profit Donor Statements 4.31 (Jan 15, 2022)
- Now allow for multiple email recipient addresses when sending email using the BRC Batch-Email Manager. Build 2.51 of the Batch-Email Manager is now required.
New in Non-Profit Donor Statements 4.29 (Jan 14, 2022)
- Fix issue with the custom printing feature that caused the company name & address and logo to print on every page of multi-page statements even when the option was set to not print on each page.
New in Non-Profit Donor Statements 4.28 (Jan 12, 2022)
- Make sure the date changes in 4.25 don’t cause the dates to print as ###### when scaling impacts the column.
New in Non-Profit Donor Statements 4.26 (Jan 7, 2022)
- Add new option to subtotal the donation table by the fields selected for the table, which can result in a compact summarized table even when there are many donations.
New in Non-Profit Donor Statements 4.25 (Dec 31, 2021)
- Update documentation. Improve formatting for statement date, which would sometimes shrink to a small size.
New in Non-Profit Donor Statements 4.23 (Dec 14, 2021)
- Improve QuickBooks version detection and connection from 32-bit and 64-bit Excel when connection to both 32-bit and 64-bit QuickBooks versions.
New in Non-Profit Donor Statements 4.22 (Nov 11, 2021)
- Fix issue introduced in 4.18 that caused transactions to be returned on an accrual basis instead of cash basis, which caused paid invoices to appear on statements instead of the payments that paid them.
New in Non-Profit Donor Statements 4.21 (Nov 8, 2021)
- Add new option to create statements for donors that have who have outstanding pledges but no history in the statement period.
New in Non-Profit Donor Statements 4.19 (Nov 5, 2021)
- Refinements for QuickBooks 2022 and Enterprise 22.0. Add setting for item look-back period.
New in Non-Profit Donor Statements 4.18 (Oct 22, 2021)
- Add support for QuickBooks 2022 and Enterprise 22.0.
New in Non-Profit Donor Statements 4.17 (Jun 18, 2021)
- Refinements to auto-fitting code for better layout results. Bring back option to enhance table formatting – so it can be turned off if desired.
New in Non-Profit Donor Statements 4.16 (May 5, 2021)
- New feature to try to detect and repair a broken QuickBooks connection with no need to re-run the installer.
New in Non-Profit Donor Statements 4.15 (May 1, 2021)
- Upgrade the interface used when sending statements via email using the Excel Email Manager. Now you can select the email profile to use as configured in the Excel Email Manager.
New in Non-Profit Donor Statements 4.09 (Jan 23, 2021)
- Improve sorting and subtotaling cases for some minor cases. Add error checking for secondary date filter to make sure it does not exclude all data.
New in Non-Profit Donor Statements 4.08 (Jan 16, 2021)
- Change the way subtotaling by Payment Number works for payments with no number. They’re now grouped together in one group just like payments or payment details that have a number. Change label for payments with no number to “No Payment Number”. When subtotaling by other fields, add new field to custom-label the “None” group, where the Subtotal By field is empty (instead of the previous “Unspecified” label that was automatically added.)
New in Non-Profit Donor Statements 4.07 (Jan 14, 2021)
- Fix an “Automation Error” that was triggered on some computers using Excel 2002.
New in Non-Profit Donor Statements 4.06 (Jan 9, 2021)
- Add bold and italic options to the font settings for various statement sections. Add a font selection option for the Organization Name. Fix several edge cases formatting issues.
New in Non-Profit Donor Statements 4.03 (Dec 31, 2020)
- Update documentation.
- New screenshots and add sections to cover new features.
New in Non-Profit Donor Statements 4.02 (Dec 27, 2020)
- Update to changes in 4.01.
New in Non-Profit Donor Statements 3.99 (Oct 24, 2020)
- Better messaging around product key entry and deletion.
New in Non-Profit Donor Statements 3.91 (Jan 23, 2020)
- Add option to set “reply to” email that is different than the “from” email for use when emailing statements using the Excel Email Manager.
New in Non-Profit Donor Statements 3.89 (Jan 23, 2020)
- Better parsing of donor names for auto-replace fields like [First Name] when the first / last names fields from QuickBooks are empty, especially for compound names: E.g. either “John & Mary Jones” and “Jones, John & Mary” will now find “John & Mary” as the first name.
New in Non-Profit Donor Statements 3.87b (Jan 23, 2020)
- Update to installer to better detect QuickBooks installations.
New in Non-Profit Donor Statements 3.87 (Jan 23, 2020)
- Additional change to stop unwanted messages about to the Excel Email Manager not being loaded.
New in Non-Profit Donor Statements 3.86 (Jan 16, 2020)
- Improve clarity for update dialog. Fix a spelling error on the interview.
New in Non-Profit Donor Statements 3.85 (Jan 13, 2020)
- Add option to filter statements by Payment Method (e.g. Cash, Check, Visa…)
New in Non-Profit Donor Statements 3.84 (Jan 13, 2020)
- Add ability to attach an additional file, like a newsletter, to donor email when emailing statements. Fix special account name handling option for subtotal labels and merge details cases. Change tab order in interview to be more logical.
New in Non-Profit Donor Statements 3.83 (Jan 8, 2020)
- Stop references to the Excel Email Manager (used to send statements) from appearing at inappropriate times.
New in Non-Profit Donor Statements 3.82 (Jan 6, 2020)
- Change method to determine if a folder exists to better handle edge cases.
New in Non-Profit Donor Statements 3.81 (Jan 2, 2020)
- Change to increase performance when pulling data from QuickBooks.
New in Non-Profit Donor Statements 3.79 (Jan 2, 2020)
- Changes to eliminate a potential Excel message at shutdown asking to save the the app file.
New in Non-Profit Donor Statements 3.78 (Dec 21, 2019)
- Add Paste button to key entry dialog for convenience. Rework messaging when keys are entered incorrectly or for the wrong product.
New in Non-Profit Donor Statements 3.77 (Dec 12, 2019)
- Add option to repeat table titles on each page of a multi-page statement when the details table spans pages. Improve logo auto-fit feature when the logo is positioned in the upper left and the company address is also printed.
New in Non-Profit Donor Statements 3.76 (Dec 2, 2019)
- Fixed the ‘success’ message which incorrectly indicated Testing mode was selected when statements are saved as individual files – but not emailed.
New in Non-Profit Donor Statements 3.75 (Aug 27, 2019)
- Properly format dates in the connection dialog. When setting column widths, add special code to properly handle empty columns.
New in Non-Profit Donor Statements 3.74 (Aug 6, 2019)
- Set and correctly display good through date in About dialog for certain upgrade paths.
New in Non-Profit Donor Statements 3.71b (Aug 6, 2019)
- Installer change to handle integration issue on 32bit machines.
New in Non-Profit Donor Statements 3.71 (Aug 6, 2019)
- Add option to start a new page before the donation table if it will be otherwise split across pages.
New in Non-Profit Donor Statements 3.69b (Aug 6, 2019)
- Installer changes related to integration issue.
New in Non-Profit Donor Statements 3.69 (Jul 1, 2019)
- Resolve QuickBooks integration issues with recent QB patch releases.
New in Non-Profit Donor Statements 3.68 (Jun 25, 2019)
- Add option to handle QB crash introduced in recent release when attempting to get the items list. Automatically skip for recent QB releases known to have this issue.
New in Non-Profit Donor Statements 3.65 (Apr 28, 2019)
- Fix issue that caused incorrect pledge open balances in some cases.
New in Non-Profit Donor Statements 3.64 (Apr 16, 2019)
- Fix <cutempty> issue where phrases with number values were cut even when non-zero.
- Add [Donor Company] to auto-replace key word list.
New in Non-Profit Donor Statements 3.63 (Feb 17, 2019)
- Change giving amount filter so that “any” really means any, and not more than 0.00 – this is to handle edge case of a negative donation total amount, perhaps due to refunds or other adjustments.
New in Non-Profit Donor Statements 3.62 (Feb 14, 2019)
- Set columns to default widths when selecting no table or summary table options.
New in Non-Profit Donor Statements 3.61 (Feb 13, 2019)
- Change code that finds the Excel custom Ribbon file.
New in Non-Profit Donor Statements 3.59 (Feb 11, 2019)
- When emailing, statement table column widths are set correctly. When centering logo it is now centered precisely in all cases. New: Statement date format now also applies to date columns and group labels. When printing in duplex mode, signature images no longer cover donor address. New feature to save individual statements as files without emailing them – save as XLS, XPS, and/or PDF files.
New in Non-Profit Donor Statements 3.58 (Feb 2, 2019)
- New option for enhanced table formatting. Better row spacing when merging donation details. Now include unapplied payments, which are assumed to be donations. Clearer messages when entering the wrong product key. Faster post-processing of QB data – especially for Invoices.
New in Non-Profit Donor Statements 3.57 (Jan 31, 2019)
- Fix an infrequent case where a payment number was not found and the date was incorrect. Related to receiving multiple nearly-identical payments against an invoice.
New in Non-Profit Donor Statements 3.55 (Jan 27, 2019)
- An addition to the new filter in 3.54: Now filter out donation below the specified amount, leaving only larger donations. Now parse customer names and populate the FML fields if they are blank. Fix issue where pre-payments against invoices were appearing as of the invoice date, not the payment date. This caused payments from prior periods which were paid against invoices in the statement period to appear in the current period.
New in Non-Profit Donor Statements 3.54 (Jan 26, 2019)
- New filter to include donors who gave an individual donation more than a specified amount. New options to limit the types of transactions pulled from QuickBooks to only those used for donations your donations. For example, you can omit Invoices and Deposits if you don’t use them. For most users this will speed up pulling donations from QuickBooks by 10x – 100x.
New in Non-Profit Donor Statements 3.53 (Jan 25, 2019)
- Better formatting for table titles and footers when using larger fonts.
New in Non-Profit Donor Statements 3.51 (Jan 19, 2019)
- Minor updates to the About & Purchase dialog.
New in Non-Profit Donor Statements 3.49 (Jan 18, 2019)
- Detect Excel rights issue when connecting to QB – offer solution. Add option to include page numbers when emailing statements & when printing one statement per worksheet.
New in Non-Profit Donor Statements 3.48 (Jan 14, 2019)
- Work around what appears to be a QB data issue with links returned between invoices and payments and payment dates.
New in Non-Profit Donor Statements 3.47 (Jan 12, 2019)
- Fix an issue where data was incorrectly included or excluded from statements when credit memos were present in the data returned from QuickBooks.
New in Non-Profit Donor Statements 3.45 (Jan 3, 2019)
- Add option to the custom print feature to omit the return address, logo, and statement date after page 1 of multi-page statements.
New in Non-Profit Donor Statements 3.44 (Dec 10, 2018)
- Fixed issue where Annual product keys were sometimes not displayed.
New in Non-Profit Donor Statements 3.43 (Dec 9, 2018)
- Improved performance reading data as statements are created by about 500%.
- Improved messaging so Excel does not look unresponsive.
- When subtotaling by Month now use month names like “January” and not month numbers. Fixed issues where payment methods and document numbers were not found when there were multiple payments with the same date and amount applied to the same invoice. Center Payment Method column title to match detail rows.
New in Non-Profit Donor Statements 3.42 (Nov 24, 2018)
- Update QB connection code: Default to the usually-more-reliable alternate connection method offered for some time. Update code using that option to mirror recent successful changes in other apps.
New in Non-Profit Donor Statements 3.38 (Oct 2, 2018)
- Fixed an issue with new 64-bit connection method where the charity company name and address was not saved for use on statements.
New in Non-Profit Donor Statements 3.37 (Sep 29, 2018)
- Added the ability to force the 64-bit connection method for 32-bit excel.
New in Non-Profit Donor Statements 3.36 (Aug 27, 2018)
- Added option to omit the page footer from the first page of multi-page statements when emailing statements.
New in Non-Profit Donor Statements 3.34 (Aug 24, 2018)
- Fix issue with footer height.