Release Date: May 19
Improvements
Charity Check Enhancements
Added the ability to change the charity check country and source from the United States (IRS) to the UK (Registered Charities for England and Wales) or Australia (the Australian Business Register or the Australian Charities and Not-for-Profits Commission).
Users with access to Settings and the "Manage Organization Financials & Compliance" permission can change the charity check country and data source in Settings > Organizations > Charity Verification.
By default the charity check country is set to the United States and the data source to the IRS.
There is now a tooltip on the Tax ID field on an Organization’s Financials & Compliance tab. The tooltip explains that this ID is the same as the charity number in the UK and the Australian Business Number in Australia.
*Please note that the Tax ID should not contain spaces when it is entered into the Tax ID field.
To view the charitable status verification details, click “View/Manage Charity Status Verification Details” under Charity Status.
The modal will show which charity data source was used on the left hand side of the modal and whether or not the organization is verified as a charity.
Amendments Report
Added a new report to enable reporting on Grant Amendments. This report is accessible under Reports in the navigation bar if the Amendments feature is turned on.
To filter out all Requests without Amendments, users can run the report on the Amendment Approval Date. To include Requests without Amendments, users can run the report using the Request Approval Date.
Users can also filter the report by Amendment Types.
Users can add Amendment-specific columns to the report.
Columns on Request-specific properties can be configured in Settings > Default List Views > Report if a user has Manage Default List View Settings permission. To configure these, click the yellow manage button next to the Report name.
In this same area of settings, users can set how the report is sorted (based on which Request-specific column).
By default, the list view is sorted by the Request ID, so a Request and its amendments are shown together.
Other
- Added a new merge field able to be manually added to document templates. The new merge field is named Request.Alert.
- Added the ability for certain users to view the Code Type ID and Code ID in Settings. Now, any user that has access to the Code/Attributes section of Settings should now be able to see the Code Type ID and Code ID for every code type and code (both under GivingData Code Types and Imported Code Types).
- Added the ability for users with access to the Settings page to access the Custom Fields section regardless of their role/permissions. What they can accomplish in that section is based on their role/permissions. If the user has the "Manage Custom Fields Settings" permission or is in the System Administrator role, they will be able to view, create, edit, and reorder Custom Fields. If the user does not have the "Manage Custom Fields Settings" permission and is not in the System Administrator role, the "Add New" button, the edit button/column, and reorder button/column will be hidden.
Notable Bug Fixes
- Resolved an error when using the Payment Import Tool. Prior to the fix, an error message appeared mistakenly stating that a file being uploaded had 0 columns of data. This fix was merged back into version 5.0.6.1.
- Fixed a bug occurring when creating a Request in a disposition with no active child statuses. Prior to the fix, the disposition was not able to be selected if it had no active child statuses. This fix was merged back into version 5.0.6.1.
Other Bug Fixes
- Resolved an issue with no notifications being sent to an intake form follower when a report or submission intake form was submitted. Now, a follower can receive a notification in GivingData and via email for when the following intake forms are submitted: Grantee Submission Intake Form, Report Intake Form, Organization Intake Form, Invited Application, Unsolicited Application.
- Fixed an issue with downloading files in the Grantee Portal when using Safari.