Version 1.6: 2026-07-13

Receipting

• Added Do Not Receipt and Do Not Receipt Reason fields to Accounts to prevent receipt generation for all related donations.
• Added a Receipt Email field to Business Accounts, allowing receipts to be emailed without requiring a Person Account as a Receipt Recipient.
• Allowed receipt generation for multiple small donations that individually fall below the minimum threshold, provided their combined total meets the requirement.
• Added support for creating non-charitable acknowledgement receipts.
• Allowed direct creation of receipts from Gift Commitment and Gift Transaction list views.
• Removed the Gift Commitment.Receipt Status dependency on Gift Commitment.Transaction Payment Count to eliminate unreliable calculations.
• Added the ability to print receipts using a selection of All, Issue Date, or Donor.

Batch Receipts

• Separated the creation processes for single receipts and consolidated receipts for non-recurring donations.
• Updated processing screens to always display the exact number of records being viewed or processed.
• Split receipt generation logs into two separate files: one for receipt records and one for PDF generation.
• Added a report view for eligible records when the total count exceeds the data table display limit.
• Increased the number of displayed columns in the data table from 6 to 8.

Receipt Templates

• Added support for utilizing different text colors within templates.
• Allowed the use of a specific Receipt Id when previewing templates.
• Updated the footer layout to be more visually distinct.

System & Administration

• Enabled strict email address format validation when routing through Amazon SES.
• Added support for Dryad permission sets within custom permission set groups.
• Prevented the scheduled job from executing if a batch receipt action is already in progress.

Version 1.5: 2026-04-23

Template Enhancements

• Receipt templates now support Letter, Legal, and A4 formats.
• You can now manually set page margins and utilize the updated page break feature for cleaner multi-page receipts.
• The Receipt User permission can create and manage templates without needing the Receipt Editor permission.
• The “Receipt Language” field has been moved to the Account level for more consistent global settings.

Efficiency & UI Improvements

• Exporting .PDFs from the datatable is now a single-click action.
• Enabled email address validation to ensure more accurate communication and record-keeping.
• Resolved an issue regarding receipting by transaction dates for recurring donations.

Plan & Permission Changes

• We have retired the Standard edition. All users now have full access to Premium edition features at no additional cost.
• Removed the requirement for the “View Setup and Configuration” permission to access standard app functions.

Version 1.4: 2026-04-23

• Internal release

Version 1.3: 2026-04-23

• Internal release

Version 1.2: 2025-12-16

• Added Amazon Simple Email Service support for batch receipt emails, bypassing the Salesforce 5,000 emails per day limit.
• Added an option to insert signatures with or without an underline in the receipt template editor.
• Enabled support for accented characters in the receipt template editor.
• Added new line styles in the receipt template editor: thin, thick, and dashed.
• Enabled use of Receipt Id in merge fields during preview.
• Added configurable receipt number padding, for example “RCPT-00093”.
• Displayed the user’s last action on the Batch Receipt tab.
• Added more specific details when a receipt cannot be emailed.
• Added validation of receipt templates before creating receipts from Gift Commitments or Gift Transactions.
• Included bug fixes and performance improvements.

Version 1.1: 2025-10-31

• Advanced WYSIWYG editor to create and edit receipt templates
• Improved support for Receipt Templates and Email Templates in EN/FR
• Merging .pdf files no longer use a 3rd party application. It is now performed on Dryad’s systems
• Removed filters from lookups to prevent installation issues
• When creating receipts in batch for recurring donations, allow custom dates
• New setting to enable or disable Receipting Account functionality
• New setting to choose how dates are displayed
• Bug fixes

Version 1.0: 2025-04-23

• Initial release