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