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🆕TUIO 3.28.0 – What’s New

Major enhancements to accounting exports, invoice and receipt visibility, processor tracking, and overall workflow stability

đź“§ 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

  • 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.