Updates

Added a project filter to the Top Donors report so teams can narrow top donor analysis by project.

Fixed special characters breaking saved report filters and project exports.

Moved receipt and Section 18A certificate PDF previews onto the newer PDF rendering path and inlined preview assets, improving preview reliability and...

Revamped the IT3(d) submission history report with clearer filtering and revocation handling. Highlights: Submission period filtering is driven from...

Fixed an issue affecting the LYBUNT donor export so the report exports correctly.

Refined empty states for donors, projects, and certificates so new or quieter accounts get clearer guidance instead of blank screens.

Improved IT3(d) submission data correctness for SARS exports. Highlights: Explicit SARS field ordering for GH and SE records Stricter donor type...

Made Section 18A certificate import rollback safer and clearer. Highlights: Rollback is blocked when certificates are already part of an IT3(d)...

Added support for emailing revoked Section 18A certificates and tightened the related email and certificate UI flows.

Date: 2026-05-06 Bring historical Section 18A certificates from any previous system into ActiveDonor via CSV or XLSX. Audit trail intact. Fully...

Improved the Section 18A certificate importer with better import safety and a clearer workflow. Highlights: Per-row downloads for imported certificate...

Added manual batch receipting support for non-vendor recurring commitments, helping teams issue receipts for recurring giving that is not managed...

Reports v2 added six additional reports and polished the reports index for faster access to useful donor and giving insights. Included report areas...

Added a clearer view for outstanding donor information requests so teams can follow up on missing donor details more easily.

Donor profiles now show a recurring payments panel, making it easier to see a donor’s active recurring commitments without leaving their profile.

We reorganised the Reports area to make common reporting tools easier to find, moved bulk email tools into Reports, and preserved old Actions links...

See every donor with missing Section 18A required information in one filterable view. No more spreadsheet exports to figure out who needs chasing...

Chase missing donor info from your entire list in one click. Personalised emails, a validated self-serve form, and a queue to bulk-approve the...

When an email bounces and is removed from the database, the current report only shows the email address. This forces staff to manually search through...

Income Tax Number Now a mandatory requirement when issuing a Section 18A certificates. Goods in Kind support on Section 18A Certificates You can now...