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🆕TUIO 3.25.0 – What’s New

New posted date handling options, improved admin filtering, credit usage clarity, GL account fixes, and better invoice visibility

📧 General Improvements

Receipt & Invoice Enhancements

  • Transaction history on receipts now includes each transaction’s Completed Date.

  • Invoice PDFs now show:

    • Credit lines (if credits were applied), and

    • A distinct Balance line indicating outstanding amounts.

👨‍👩‍👧 Parent Experience

  • Paid Invoices Are Always Visible:

    Any invoice marked Paid now always appears to parents — even if enrollment notifications were not sent.

    • Other related invoices remain hidden unless the parent removes the Issued filter.

  • Clickable Enrollment Links:

    Fixed an issue where enrollment links were not clickable when approvals were required.

  • Default Payment Method Fix:

    Fixed a case where setting a default payment method incorrectly updated all enrollments, rather than only enrollments without a method selected.

  • Registration Back - Button Fix:

    Fixed an error triggered when parents navigated back from the registration payment page in certain registration models.

  • Improved Donation Workflow on Mobile:

    The donation flow now behaves more reliably and responsively on mobile devices.

🏫 Organization Experience

Major Update: Posted Date Handling

A new configuration is now available under Organization Profile › Billing Settings to control how Invoice Posted Dates are automatically assigned.

Organizations can now choose between the following behaviors:

  • Posted Date = Issue Date (Default)
    • Posted Date is pre-filled with the invoice’s Issue Date.
  • Posted Date = Due Date
    • Posted Date is pre-filled using the invoice’s Due Date
  • Posted Date = X Days After Payment
    • Once the invoice is paid, TUIO will automatically set the Posted Date to the Paid Date + the specified number of days.

    Additional Notes

    • Posted Dates are fully editable at any time — the above only sets initial placeholders.

    • If using the “X days after payment” option, leave the Posted Date blank when creating invoices so TUIO can update it automatically upon payment.

    • For the Issue Date and Due Date options, you may leave the Posted Date blank if no Posted Date should be assigned.

    Other updates:

    • Cash Invoice Date Logic

      • The Paid Date and Completed Date for cash invoices are now linked.

      • The Create Date for cash transactions remains the current date when recorded.

      • Recently paid cash invoices have been updated to match this corrected behavior (aligning with 3.27 changes).

    • Custom Field Enhancements

      • Custom field headings now support up to 5000 characters.

    • Receipt Amount Calculation Optimization

      • Improved performance when applying Percentage of Original calculations on receipts.

    • Double Entry — Journal Entries Export

      • When using the 2 Rows grouping mode (double entry mode), the Journal Entries sheet is now available in Custom Exports.

      • Each transaction that incurred (or is expected to incur) transaction fees now exports a double-entry set, aligned with:

        • Invoice values

        • Transaction fees

        • Transaction fee taxes

      • This provides a more complete accounting picture for organizations using double-entry bookkeeping.

    • Processor Tracking on Exports:

      The Transactions export now lists the payment processor used for each transaction.

      Useful when organizations have switched processors historically.

    • Filter for Credit-Paid Invoices:

      Added a new credit payment method filter on the Invoices page to show only invoices fully paid by credit.

    • Paid Date on Donations:

      A new Paid Date column has been added to the Donations page.

    • Report Search Fix:

      Fixed incorrect search behavior on the Reports page.

    • Deleted Field Values Hidden:

      Values belonging to deleted selection options (checkboxes, dropdowns, etc.) no longer appear on profiles or exports.

    • Failed Transaction Export Fix:

      Failed transactions with transaction fees or fee taxes now correctly appear in custom exports.

    • Credit Balance Application Fix:

      Resolved an issue where admins could not apply the full remaining credit to an invoice.

    • GL Account Removal Edge Case Fix:

      Fixed a scenario where refunding a credit card or bank account invoice and then marking it as paid with cash could remove GL accounts incorrectly.

    • Parent Credit Page Sorting Fix:

      Fixed errors occurring when sorting by column values on the parent Credits page.

    Need Help?

    If you have questions about this release or notice unexpected behavior, please contact support@tuiopay.com.