Release Notes

Modified on Mon, 6 Apr at 5:14 AM

Version 1.21: 2026-04-06

Major Updates

Unified Edition: We have combined the Standard and Premium editions into a single, unified version. All users now have full access to our complete suite of Premium features.
TDTM Integration: To ensure better compatibility and performance within the Salesforce ecosystem, payment and receipt triggers have been migrated to the Table-Driven Trigger Management (TDTM) model.

Receipting & Documentation

Consolidated Receipting: You can now generate receipts for multiple small donations that individually fall below the minimum amount, provided their combined total meets the threshold.
Acknowledgement Receipts: Support has been added for creating non-charitable acknowledgement receipts.
Language Preference Mapping: Receipt language settings have been moved to the Contact and Account levels, removing the need to set language on individual Recurring Donations, Opportunities, or Payments.
Receipt Status Override: A new field, Receipt Status Override, has been added to the Opportunity object for greater manual control.
GAU Visibility: A new field, GAUs with Amounts, is now available to display specific breakdowns per General Accounting Unit.

Template & Batch Improvements

Template Design: The Receipt Template footer has been updated to be more visually distinct.
Improved Previewing: You can now preview Receipt Templates with or without a specific Receipt ID.
Batch Receipt Logs: For better tracking, the system now generates two separate logs during receipt generation: one for receipt records and one for PDF generation.
Large Batch Handling: In the Batch Receipts tab, if the number of eligible records exceeds the display limit, users can now view a report of those records.
Delivery Validation: The system now confirms the Email Template Id is valid on the receipt before setting the delivery status to "To be Emailed."

Bug Fixes & Enhancements

Implemented various minor UI enhancements and addressed several known bugs to improve stability.

Known Issues

Permission Set Groups: Currently, adding a Dryad Permission Set to a Permission Set Group does not function as expected.
Workaround: Please assign Dryad Permission Sets directly to users.
Note: A fix for this is scheduled for the next release.

Version 1.20: 2026-02-23

Enabled SOQL optimization using indexed fields (optional feature)
Introduced App Utilities to create missing .pdfs and refresh indexed fields
Increased number of displayed columns in the data table from 6 to 8
Prevent the scheduled job from running when already performing a batch receipt action

Version 1.19: 2026-02-16

Receipting & Templates

Amazon SES Integration: Added support for Amazon Simple Email Service (SES) for batch receipts, allowing users to bypass the Salesforce 5,000 daily email limit.
Template Design Enhancements:
- Added support for A4 page size and text color.
- Introduced new line styles (thin, thick, dashed).
- Enabled support for accented characters.
Template Validation: Added validation logic to ensure receipt template integrity.
Number Formatting: Enabled configurable zero-padding for receipt numbers (e.g., converting "93" to "RCPT-00093").
Batch Logic: Updated date options when creating a single receipt for multiple opportunities.

Data Management & Logic

Recurring Donations: Updated eligibility logic to use Date Established rather than Start Date.
New "Do Not Receipt" Option: Added a control flag to both Contact and Account records to prevent receipt generation.
Data Quality: Enabled validation for email address formats.

System & Administration

Batch Receipt Logs: Always create two logs when generating receipts. 1 for the receipts, 1 for the .pdfs
Permissions: Added support for Dryad permission sets within custom permission set groups.
General: Implemented minor bug fixes and performance enhancements.

Version 1.18: 2025-11-21

Updated NPSP to 3.236

Version 1.17: 2025-11-14

Scheduled job now supports receipt by payment
New setting to choose how dates are displayed (e.g. “yyyy-mm-dd” vs “dd/mm/yyyy”)
On the Batch Receipt tab, show the user’s last action
In the template editor, allow the signature to be inserted with or without an underline
When previewing a receipt template, allow a Receipt Id to be used for the merge fields
Bug fixes

Version 1.16: 2025-09-29

Advanced WYSIWYG editor to create and edit receipt templates
Merging .pdf files no longer use a 3rd party application. It is now performed on Dryad’s systems
Ability to create single or consolidated receipts using the "New Receipts" button on opportunity list views. Previously only single receipts were possible
Default reports
Bug fixes

Version 1.15: 2025-08-19

Allow donors with Recurring Donations to have individual receipts
More granular control when receipting by payment
Better management for English and French with Receipt Templates and Email Templates
For Premium edition, able to hide "Receipting Account"
Remove unused feature “Suspend Receipt Creation”
Bug fixes

Version 1.14: 2025-05-15

Support receipt by payment
Support letter and legal page sizes for receipt .pdf
Support English and French email templates
Enable or disable all CRA rules (for US charities)
Bug fixes

Version 1.13: 2025-03-07

Enable page footers on .pdf template
Bug fixes

Version 1.12: 2025-02-24

Improved .pdf creation performance
Button to reset field mapping to default settings
Bug fixes

Version 1.11: 2025-01-13

Allow receipt generation from opportunity list views
Remove dependencies for non-receipting users
New permission set “Receipt User Lite” for integration users
Bug fixes

Version 1.10: 2024-11-26

Remove a permission dependency, so users no longer need the "View Setup and Configuration" permission
Replace hardcoded values with new options in Receipt Settings to set the Household Record Type and In-Kind Gift Record Type
Expose more invocable apex classes, so they can be used in custom flows
Add Country field
Bug fixes

Version 1.9: 2024-09-23

Allow Opportunity.[Primary Contact] to be optional
Bug fixes

Version 1.8: 2024-09-06

Allow GAUs on Opportunity to not be concatenated
Force In-Kind Gfits to not be included in a consolidated receipt
Bug fixes

Version 1.7: 2024-08-19

Create up to 200,000 receipts in a batch
Able to specify daily limits for receipt creation and emailing
Add field [Eligible Amount] to allow differences between the donation amount and the amount eligible for tax receipts
Add field [Suspend Receipt Creation] to suspend receipt creation to a later moment
Add field [Do Not Receipt Reason] as a picklist
Support object renaming (i.e. If Recurring Donation or Opportunity are relabelled, use the new label)
Able to create receipts for Opportunities without Payments
Support external receipts
Support an invoice prefix
Allow a flexible naming convention for the receipt .pdf using merge fields
Add confirmation step when creating a receipt from an Opportunity
Allow a batch job to be aborted
New options to create single receipts:
- By Campaign
New options to create consolidated receipts:
- By Payment Date
- By Primary Contact(s)
- By Account(s)
- By Receipting Account
Bug fixes

Version 1.6: 2024-02-21

Beta release for testing purposes

Version 1.5: 2023-11-13

Pass Salesforce security review
Register App Edition with web service
Set edition to "Standard" by default
Rename [Funds] to [GAUs]

Version 1.4: 2023-08-27

Update AWS storage to production server

Version 1.3: 2023-07-18

Update French translations

Version 1.2: 2023-06-09

Add fields Account.[Authorized Signature Preview] and Account.[Charity Logo Preview] to preview images (and validate the URL) for Receipting Accounts
If Opportunity.[GAUs] is longer than 255 characters, truncate to 252 and add "..."
Minor bug fixes

Version 1.1: 2023-05-28

Minor bug fixes

Version 1.0: 2023-05-23

Initial release