> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wegive.com/llms.txt
> Use this file to discover all available pages before exploring further.

# v20 — September 21, 2026

> 32 entries

Surface <Badge color="gray" size="sm">Admin · 17</Badge> <Badge color="gray" size="sm">Checkout · 6</Badge> <Badge color="gray" size="sm">Portal · 3</Badge> <Badge color="gray" size="sm">Integrations · 2</Badge> <Badge color="gray" size="sm">API · 1</Badge> <Badge color="gray" size="sm">Legacy · 3</Badge>

## New

<AccordionGroup>
  <Accordion title="Recurring plans show dunning-flow status to admins `Admin`">
    Recurring plan pages now show dunning-notice status and delivery state, with test-org controls to exercise the flow.
  </Accordion>

  <Accordion title="Donors can save and set a default payment method `Checkout`">
    Checkout now lets donors choose to save a payment method and make it their default, configurable per checkout.
  </Accordion>

  <Accordion title="ZIP and postal-code validation is now country-aware `Checkout`">
    Checkout address validation now handles US ZIP+4 and international postal formats correctly by country.
  </Accordion>

  <Accordion title="Company financial representatives can be imported `Admin`">
    A new import path creates financial-representative users and organization logins for company accounts, safely re-runnable without duplicating records.
  </Accordion>

  <Accordion title="Object Explorer lets admins inspect raw records `Admin`">
    A new Object Explorer action on record views shows raw field values directly, without needing a database query.
  </Accordion>

  <Accordion title="DonorDirect supports settled gifts, refunds, and premiums `Integrations`">
    DonorDirect integration now supports settled-gift delivery, full refunds, and configured product premiums.
  </Accordion>
</AccordionGroup>

## Changed

Behavior that worked one way before this release and works another way now.

<AccordionGroup>
  <Accordion title="Checkout analytics now use consistent metrics `Checkout`">
    Checkout analytics reporting now uses consistent session, conversion, payment, supporter, and location metrics across views.
  </Accordion>

  <Accordion title="Batch sync re-pushes records changed mid-batch `Integrations`">
    Records modified while already claimed by an in-flight sync batch are now re-pushed instead of being missed, and repeated hourly re-processing is reduced.
  </Accordion>

  <Accordion title="Dashboard dates now display consistently across time zones `Admin`">
    Date and time values in the dashboard now display consistently regardless of the viewer's time zone.
  </Accordion>

  <Accordion title="Dashboard V1 now directs users to the newer dashboard `Legacy`">
    Dashboard V1 now guides users toward Dashboard V2 while preserving virtual-terminal access for workflows still dependent on it.
  </Accordion>

  <Accordion title="Pending pledge payments no longer show as paid `Portal`">
    Failed or pending pledge payments in the donor portal no longer display as paid.
  </Accordion>
</AccordionGroup>

## Improved

<AccordionGroup>
  <Accordion title="Scheduled exports recover automatically after a missed run `Admin`">
    If a scheduled export's dispatcher misses a tick, the export now recovers on its own without losing its configured cadence.
  </Accordion>

  <Accordion title="Portal checkout gets spacing and feedback improvements `Checkout`">
    Portal V2 checkout received feedback, spacing, one-time-passcode resend access, and payment-method presentation improvements.
  </Accordion>

  <Accordion title="Address fields now use consistent autocomplete `Admin`">
    Address-entry forms across Dashboard V2 now use a consistent, autocomplete-enabled address component.
  </Accordion>

  <Accordion title="Disabled actions now explain required fields `Admin`">
    Buttons that were silently disabled now show visible guidance on which required fields are missing.
  </Accordion>

  <Accordion title="Key reports now use faster database indexes `Admin`">
    Transaction, Salesforce-sync, and payout lookups now use more targeted database indexes, improving report load times.
  </Accordion>

  <Accordion title="Record activity sections use consistent naming `Admin`">
    Activity sections across record views now consistently use the label "Activity History."
  </Accordion>

  <Accordion title="Legacy exports group fields consistently with Dashboard V2 `Legacy`">
    Legacy export field grouping, including transaction donor fields, now matches Dashboard V2's categorization.
  </Accordion>

  <Accordion title="Tag API documentation now covers request formats `API`">
    Public API documentation for tag endpoints now describes request formats, validation rules, and synchronization behavior.
  </Accordion>
</AccordionGroup>

## Fixed

<AccordionGroup>
  <Accordion title="Dashboard search results stream in as they arrive `Admin`">
    Dashboard V2 search previously waited up to four minutes to show any result; results now display as they're found.
  </Accordion>

  <Accordion title="1:1 SMS chat uses the correct Twilio number `Portal`">
    One-to-one SMS chat now uses the Twilio credentials configured for the selected number instead of a different account's credentials.
  </Accordion>

  <Accordion title="Checkout sessions no longer cross organization boundaries `Checkout`">
    A checkout session could previously be stamped with a donor from a different organization's active login; sessions now correctly scope to their own organization.
  </Accordion>

  <Accordion title="Partial dashboard updates preserve omitted fields `Admin`">
    Partial updates on four dashboard endpoints no longer clear fields that weren't included in the request, and can no longer change fundraiser ownership across organizations.
  </Accordion>

  <Accordion title="Time input accepts two-digit hours correctly `Admin`">
    Two-digit hour entry now works in time inputs, and clearing the hour field no longer saves an unintended time.
  </Accordion>

  <Accordion title="Archived custom fields update immediately `Admin`">
    Archived custom fields now update right away and support bulk archive and restore actions.
  </Accordion>

  <Accordion title="Legacy text field edits no longer silently fail `Legacy`">
    Editing a legacy text-type custom field previously reported success while discarding the new value; the value now saves correctly.
  </Accordion>

  <Accordion title="Scheduled-donation audit pages handle object-valued dates `Admin`">
    Audit pages for scheduled donations no longer break when a stored date value is an object instead of a plain value.
  </Accordion>

  <Accordion title="Variable fallbacks reject empty pipe segments `Admin`">
    Merge-tag variable fallbacks now reject an empty pipe segment instead of silently resolving to a blank value.
  </Accordion>

  <Accordion title="State dropdowns render correctly at checkout `Checkout`">
    The state dropdown on the checkout add-payment-method form now renders in the correct position.
  </Accordion>

  <Accordion title="Event-registration custom answers now save correctly `Admin`">
    Admin-entered custom-question answers on event registrations now save correctly on both create and edit.
  </Accordion>

  <Accordion title="Receipt PDFs no longer render blank intermittently `Portal`">
    Receipt PDFs occasionally rendered with no visible text due to a font-loading race; they now render reliably.
  </Accordion>

  <Accordion title="Newly created records save follow-up changes correctly `Admin`">
    Follow-up saves on records right after creation now run correctly, preserving images and addresses that were previously lost.
  </Accordion>
</AccordionGroup>


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