> ## 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.

# v24 — October 20, 2026

> 35 entries

Released October 20, 2026.

Surface <Badge color="gray" size="sm">Admin · 23</Badge> <Badge color="gray" size="sm">Checkout · 3</Badge> <Badge color="gray" size="sm">Portal · 2</Badge> <Badge color="gray" size="sm">Integrations · 6</Badge> <Badge color="gray" size="sm">API · 1</Badge>

## New

<AccordionGroup>
  <Accordion title="Reporting workspace saves queries and dashboards `Admin`">
    Build saved queries, dashboards, and visualizations, then snapshot or export results. Reporting respects your organization's time zone.
  </Accordion>

  <Accordion title="Pay SDK offers a hosted popup checkout `API`">
    A branded popup handles donor identification, payment methods, guest and recurring giving, and multi-language support. Publishable and secret keys control test and live modes; card details are tokenized. A dashboard configurator previews branding before launch.
  </Accordion>

  <Accordion title="Donors receive a Year in Review story `Admin`">
    Personalized giving summaries show each donor their year at a glance. Organizations configure which portal settings appear and what content is included.
  </Accordion>

  <Accordion title="Batch imports accept multi-designation splits `Admin`">
    A single row in a Batch Payment Import can now split a gift across multiple designations instead of requiring one row per fund.
  </Accordion>

  <Accordion title="Neon mapping rules accept literal values `Integrations`">
    Mapping rules marked as literal now send the configured fixed value to Neon instead of attempting a data lookup. Previously the literal flag was ignored.
  </Accordion>

  <Accordion title="Google and Apple sign-in available for dashboard users `Admin`">
    Dashboard users can sign in with their Google or Apple account. Existing email-verified accounts link automatically.
  </Accordion>

  <Accordion title="Multi-currency gifts record the intended amount `Admin`">
    Donations, recurring plans, and event registrations now store the donor's intended amount in their selected currency alongside the converted settlement amount and conversion rate.
  </Accordion>
</AccordionGroup>

## Changed

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

<AccordionGroup>
  <Accordion title="SMS consent disclosures appear at phone collection **WORTH A LOOK** `Admin`">
    Collecting a phone number now shows an SMS consent disclosure and creates an audit record. Portal settings control disclosure text and opt-in behavior. SMS notifications have been deprecated in favor of portal-controlled communication-list opt-ins.
  </Accordion>

  <Accordion title="Recurring plan edits rebalance fund allocations `Admin`">
    Changing a recurring plan's total amount now proportionally adjusts each designation's share. Previously, allocations stayed frozen at their original amounts after a total change.
  </Accordion>

  <Accordion title="Donor merges transfer pledges and CRM identifiers `Admin`">
    Merging two donor records now moves pledges, addresses, household memberships, CRM identifiers, and merge history to the master record alongside the data that already transferred. Duplicate pivot rows are no longer created.
  </Accordion>

  <Accordion title="Journey step replacement requires a destination `Admin`">
    Replacing a step in a live journey now prompts for an explicit supporter destination. Supporters on the removed step are relocated via background jobs rather than silently dropped.
  </Accordion>

  <Accordion title="Calendar dates stay stable across time zones `Admin`">
    Date-only fields in filters, forms, detail pages, and tables no longer shift by a day for users west of UTC. Date helpers have been consolidated.
  </Accordion>

  <Accordion title="Finix refund status reflects the actual outcome `Admin`">
    A failed Finix refund attempt no longer marks the donation as refunded, and unrecognized reversal subtypes are handled explicitly instead of ignored.
  </Accordion>

  <Accordion title="Campaign revenue snapshots include recurring plans `Admin`">
    Campaign revenue snapshots now count recurring plans created. Previously the count showed zero.
  </Accordion>

  <Accordion title="Salesforce pulls stop on repeated failures `Integrations`">
    A CRM pull that encounters repeated errors now stops itself instead of retrying indefinitely. Never-synced integrations also receive frequency limits.
  </Accordion>

  <Accordion title="Household invitations move members correctly `Portal`">
    Accepting a portal household invitation now moves the member into the inviter's household with a confirmation step, instead of leaving the member in two households.
  </Accordion>

  <Accordion title="Journey analytics reflect the correct journey `Admin`">
    Journey analytics lists and cached totals now show data for the journey being viewed, not a stale or mismatched set.
  </Accordion>
</AccordionGroup>

## Improved

<AccordionGroup>
  <Accordion title="HubSpot sync covers refund stages and custom-field writes `Integrations`">
    HubSpot Deals now transition to a Refunded stage on refund. Custom-field mapping rules write from WeGive to HubSpot as well as the reverse. Deal merge and deletion webhooks are handled. The optional Payment mirror has been removed.
  </Accordion>

  <Accordion title="Batch import review preserves names and identifies companies `Admin`">
    Organization and contact names stay intact during review. Company supporters are correctly identified. Clearing a match returns the row to Needs Review, and exact-email matching is more reliable.
  </Accordion>

  <Accordion title="Cancelled and ended recurring plans reach your CRM `Integrations`">
    Terminal recurring-plan statuses — natural endings, cancellations, and restores — now reliably sync to connected CRM systems, with historical remediation for previously missed updates.
  </Accordion>

  <Accordion title="Donor payment history shows transaction status `Portal`">
    The donor portal payment history now displays each transaction's status, including failed donations that were previously hidden or shown incorrectly.
  </Accordion>

  <Accordion title="Payment details include payout items and correct fees `Admin`">
    Payment detail pages now show linked payout items. Fee fields correctly show zero for offline and synchronized donations instead of displaying the full donation amount.
  </Accordion>

  <Accordion title="Checkout account switching is more reliable `Checkout`">
    Returning donors switching accounts or selecting a saved payment method at checkout encounter fewer errors.
  </Accordion>

  <Accordion title="Admins choose the domain for checkout elements `Admin`">
    The Implement Element modal now includes a domain selector so admins can pick which domain hosts the checkout.
  </Accordion>

  <Accordion title="Audience preview stays usable while loading `Admin`">
    The supporter search in audience preview remains interactive while results load, and duplicating an email section with conditional content no longer produces blank messages.
  </Accordion>

  <Accordion title="Archived records can be opened and restored `Admin`">
    Opening an archived record in the dashboard now shows its detail page with a restore option instead of returning a Not Found error.
  </Accordion>

  <Accordion title="DonorDirect imports resolve transaction outcomes `Integrations`">
    DonorDirect imports can now determine success, processing, failed, and refunded outcomes from deposit and reversal data.
  </Accordion>

  <Accordion title="Failed processor codes are retained for CRM mapping `Integrations`">
    The processor's failure code and reason message are now saved on failed transactions and available for Salesforce field mapping.
  </Accordion>
</AccordionGroup>

## Fixed

<AccordionGroup>
  <Accordion title="Company checkout sign-up delivers receipts `Checkout`">
    Signing up as a company during checkout now stores contact details correctly so the donation receipt reaches the right address.
  </Accordion>

  <Accordion title="Custom-field math applies only to number fields `Admin`">
    Multiply-by-precision settings now appear and apply only to Number-type custom fields, preserving text values that happen to look numeric.
  </Accordion>

  <Accordion title="Journey and message rules reject incomplete rows `Admin`">
    Saving a journey or message rule with an incomplete row now shows a validation error instead of a server error or a partial record.
  </Accordion>

  <Accordion title="Duplicate event registrations are prevented `Checkout`">
    Submitting a checkout more than once no longer creates duplicate event registration records.
  </Accordion>

  <Accordion title="Settled eCheck gifts can move from Processing to Succeeded `Admin`">
    An eCheck transaction that settles and funds after an initial failure can now be reconciled to Succeeded status instead of staying stuck in Processing.
  </Accordion>

  <Accordion title="Impact cards without audience rules no longer attach everyone `Admin`">
    Saving an impact card with no audience rules now correctly leaves the audience empty instead of attaching every supporter in the organization.
  </Accordion>

  <Accordion title="Salesforce integration text stays inside its card `Admin`">
    Long text on the Salesforce integration page no longer bleeds outside the card boundary.
  </Accordion>
</AccordionGroup>


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