Release Notes – 2026 Editions

January 2026

Modern date pickers everywhere We’ve rolled out a consistent, calendar-based date picker across statements, reports, End of Financial Year screens and custom date fields — making it faster and easier to choose dates without typing.

More flexible letters and statements

  • New [addresscomma] merge field and current-year support for letters and statements.
  • Added US Letter template sizing for organisations printing on that paper size.
  • General display and formatting improvements on statements.

Direct debit and ABA improvements

  • New export format for direct debit output.
  • Improved ABA file lookups.
  • Added Canadian client tax split with automatic split-out detection.

Task notifications Task acknowledgement emails now go to people other than the task owner, so nothing slips through when work is shared.

Behind the scenes

  • Improved FundraiseUp syncing.
  • Added a new Payway gateway IP address.
  • Timezone fixes on message tracking and better handling when selecting existing pledges.

February 2026

Faster, more accurate reporting

  • Several reports moved onto our modern platform for better speed and reliability.
  • REG057 reworked to report real amounts with correct year calculations.
  • Lifetime value figures now come straight from the core system rather than being recalculated.

Mailing list welcome messages You can now send an automatic welcome message when someone joins a mailing list, using a dedicated welcome template. Profiler also checks whether a person is already on the list before adding them.

WooCommerce improvements More reliable WooCommerce syncing with better handling of timeouts, certificates, default source codes and authentication.

Payments

  • Modern eWAY payment processing with clearer logging and bank-error handling.
  • New South Africa direct debit format.
  • Regular payments statistics with new filtering options.

Also improved

  • Faster Burst SMS list fetching.
  • Mandrill unsubscribe and banned-address handling.
  • Postcode, expiry-date and client-name fixes.

March 2026

New REG411 report with cleaner formatting and active-record filtering.

Xero token management

  • Refresh Xero tokens and update their expiry dates without reconnecting.
  • New tool to update tokens in bulk.
  • Fixed an issue applying a token across all payments.

Receipt preferences and thresholds

  • Receipt preferences (including mailing-list preferences) now save through the modern platform.
  • Payment threshold notifications reworked with a cleaner notification email layout and duplicate detection.

FundraiseUp Expanded FundraiseUp integration, including customer and order reference tracking for easier reconciliation.

Also improved

  • Upgraded date pickers on receipts and custom date fields.
  • Interaction tag setup now shows the description alongside the code.
  • Corrected US-format dates on ENC003 and ENC004 reports.
  • Regular giving forecasting fixes.

April 2026

Multiple Stripe accounts You can now connect more than one Stripe account.

Events and functions

  • Edit Guest 1 and Guest 2 details, with guest names shown at check-in.
  • Split-out line items for functions (early release).

Mailing list syncing Significantly improved Mailchimp syncing — better matching, duplicate-email suppression and clearer activity logging.

Also new

  • Membership and subscription options.
  • Phone / PABX enquiry lookup for incoming calls.
  • Avery L7162 label format.
  • Unsubscribe now includes a confirmation step.
  • Improved scheduled report reliability and logging.

Security and fixes

  • Tighter IP-based access controls for TallyBoard and PrizeFiler.
  • Corrected a payment threshold issue that ignored account matching.
  • Fixed ABN merging on page 2 of receipts and a value display issue in the EOFY builder.

May 2026

EzeScan 2026 support Added the new EzeScan 2026 import format.

Multiple source codes and mailing lists Payments can now be matched against multiple source codes and mailing lists, with checks applied after payment.

New PAY021 report, showing the most recent date range automatically.

Xero invoicing

  • Default bank account and receipt handling for Xero invoices.
  • Tenant lookup for Xero Watch.

Password resets and renewals

  • Modern self-service password reset.
  • New membership renewal option.

Also new

  • Source-code and event tags, with bar colours shown on screen.
  • Delivery method option for regular giving.
  • Mass field changer and date-range tools.
  • Certificate refresh option.
  • SMS Broadcast message reference support.

Fixes

  • Improved Microsoft 365 mailing-list syncing with detailed logging.
  • Email previews for portal links now point to the modern URL.
  • Payment lookup and Stripe check corrections.

June 2026

Brand-new TallyBoard and Social Media display Our live fundraising boards and social media display client have been rebuilt from the ground up:

  • Fresh, responsive layouts with automatic font sizing.
  • New big-clock and web-statistics displays.
  • Donor map fixes and smoother real-time updates.

The new TallyBoards are available now as a beta option in the SE menu.

End of financial year statement emails FY statement emails now send as a financial statement type, so they behave like other transactional emails.

Email delivery tracking Added a Mandrill webhook receiver so delivery and open events flow back into Profiler.

Emails and receipts

  • New [totalX] payment merge fields available in email previews.
  • Transactional emails now support selecting multiple recipients.
  • Source-code name override for receipt naming.
  • “NOT source code” exclusion filter for finer targeting.
  • Customisable unsubscribe text.

Payments

  • Real-time regular payments with higher throughput.
  • GST field editing and anonymous giving options.
  • SMS sending can now use a shared number pool by leaving the “from” number blank.
  • ClickSend improvements for shared numbers.

Xero Invoice sender now includes suburb, state and address as merge fields on the client line.

Fixes

  • Restored client-based lookups that had stopped working.
  • Task updates no longer fail on certain records.
  • Statement page 2 now correctly shows all total, tax name, reference and “payment to” fields.

July 2026

Preview the portal as your clients see it Staff can now preview the client portal exactly as a client would, including a “View as client” mode.

Email wizard preview Preview the list of clients an email will go to before you send it.

Smarter reminders Email reminders now default to “auto follow” whenever a client has an email address.

Reporting

  • CLI121 report moved to the modern platform.
  • New SRC007 report.
  • Improved date selector on the REG002B report.

Xero

  • Faster, more efficient Xero Watch syncing (now handling more records per run).
  • Voided invoices no longer cause errors.

Events and boards

  • Option to remove the logo from Tallymate boards.
  • Event “thank you” dates standardised to a consistent time zone.

Rapid entry

  • Rapid View PDFs now show your mapped field names instead of raw field codes.
  • Membership payment method and additional payment checks in Rapid entry.

Data tools

  • New client import (version 3) for faster onboarding.
  • Add a client by ID, client rename that flows through everywhere, and a source selector.
  • Client tag renames now update everywhere the tag is used.
  • FundraiseUp nightly sync and WooCommerce lookup improvements.

Fixes

  • CC now works correctly on both test sends and standard email sends.
  • Donation report viewer now shows more than 1,000 donations.
  • Fixed errors on empty subject lines, empty dates and the PAY232 report.
  • Various client-save improvements, including saving without an address.