Enhancements
Batch Billing
We’ve expanded the amount adjustment options in batch billing when using “Get Amount From: Contribution.” In addition to increasing or decreasing amounts by a dollar value or percentage, you can now round the amount up or down to the nearest dollar.
For example, if the calculated amount is $100.71, rounding down will bill $100, and rounding up will bill $101. This makes billing cleaner and easier to explain to members.
All dropdown lists are now searchable.
Module: Batch Billing
Financials
We’ve updated how partially reversed payments appear on tax statements to better align with IRS guidance.
Reversed amounts are no longer shown in the Non-Deductible column. Instead, the first column now reflects the net contribution for the tax year, after any reversals. Memo lines show the original payment amount, the reversed amount, and the net amount. This ensures donors receive accurate documentation for tax purposes.
Module: Tax Statements
We’ve improved the usability of the Quick Refund feature. After clicking Process Now, both Process Now and Cancel are temporarily disabled to prevent duplicate actions.
Once the refund is complete, Process Now changes to Close, making it clear when the process is finished and safe to exit.
Module: Quick Refunds
Security/Login
We’ve improved the MFA “rescue” emails sent to administrators when someone requests help from the login screen. The email subject now includes the name of the person who needs assistance, and the message explains why the admin is receiving it.
Additional details help confirm the request is legitimate, improving security and reducing confusion.
Module: Multi-Factor Authentication
Donors and form users now see a clear banner when email verification is enabled, explaining that their payment or submission is not complete until they enter the verification code sent to their email.
This change helps prevent incomplete transactions and improves user understanding.
Module: Email Verification for Not Logged In Users
Bugs
Admin
New sites were previously created without stronger default login and security settings, increasing the risk of unauthorized access.
New sites are now created with enhanced password requirements and stronger security configurations, improving protection from the start.
Module: Admin Permissions
Financial audit logs previously showed only the impersonated admin when payments were added via impersonation, making it unclear who created the transaction.
Audit logs now correctly identify both the impersonated admin and the ShulCloud/Kesef staff member (prefixed with “SC:”), improving transparency and accountability for financial actions.
Module: Audit Logs
Calendar
Saving events or schedule rules that included certain high-usage resources could trigger a 500 error, even when the event was sometimes created successfully.
Events and schedule rules that include high-usage resources now save successfully without misleading error messages, providing a more consistent experience.
Module: Creating Schedule Rules
Cemetery
The Quick Find search in Cemetery administration returned no results even when matching plots existed.
The search now correctly returns matching plots by name or account, restoring expected behavior and improving usability.
Module: Using Cemetery Plots
Communications
Message delivery statuses were unclear, making it difficult to confirm whether communications were sent successfully or scheduled for later.
Statuses now use clearer language and improved indicators, making delivery states easier to understand at a glance.
Module: Email Marketing
Financials
Deleting a stored payment method during Transaction Add could unintentionally trigger duplicate payments on another account.
Deleting a stored payment method no longer causes duplicate payments, ensuring only the intended payment is recorded and preventing billing errors.
Module: Add Transaction
Forms
When users encountered validation errors, they were required to refresh the page to resubmit the form, which cleared all entered data.
Users can now correct validation errors and resubmit forms without refreshing the page, saving time and preventing data loss.
Module: Forms
Forms failed to submit when required fields inside a repeater were hidden by conditional logic, resulting in generic errors with no clear indication of what needed to be corrected.
Forms now submit correctly when required repeater fields are hidden, ensuring conditional logic works as intended.
Module: Form Logic
Fundraising
Confirmation emails for campaigns using reciprocation logic implied that additional charges applied to all recipients.
Confirmation emails now clearly explain that additional charges apply only to added reciprocations determined when the campaign closes.
Module: Fundraising
Online Payments
Recurring payments that used charge types tied to different gateways did not always enforce the correct maximum installment limit.
The most restrictive gateway setting is now enforced, preventing unintended installment splits.
Module: Recurring Payments
Flat fees were applied only once to recurring payments, resulting in inaccurate totals.
Flat fees are now applied to each installment, ensuring totals accurately reflect all fees.
Module: Recurring Payments
Payment confirmation emails for admin-added payments referenced fee charge types even when no fee was charged.
Emails now include fee details only when applicable, improving clarity and accuracy.
Module: Online Payments
ECheck payments did not always honor the gateway setting “EChecks are always free” when a charge type included a fee override.
ECheck payments now correctly honor this setting, even when charge types include fee overrides.
Module: Online Payment Fees
Reports
Scheduled CSV or Excel report emails were missing saved columns, resulting in incomplete exports.
Scheduled report emails now include all columns saved in the report configuration.
Module: Save and Email a Report
The Charges vs. Payments bar chart displayed reversed labels and color coding, causing confusion.
The chart now displays accurate labels and color coding, ensuring reports clearly reflect debits and credits.
Module: Reports