Release Notes

Release 19.0

Release date 8/22/2024

What’s New?

The log in page was updated to include a Log In With FSID button. This button directs users to sign into re:Members Choice Finance using their FSID credentials and then redirects them back to re:Members Choice Finance. This enables synced ChapterSpot / re:Members Choice Finance users who access the system through their organization’s portal the ability to log in directly from the re:Members Choice Finance login page. Prior to this addition, synced users could not sign into re:Members Choice Finance from the re:Members Choice Finance login page.

Key Benefits

  • The PO Box address and re:Members Choice Finance HQ office address were both updated on the downloadable .pdf invoice.

  • Status improvements were added to the on-demand invoicing module to provide admin users with visibility of the status of the pending invoice.

  • Logic was implemented to automatically remove any users with a non-member status from any member group they are assigned to. This improves data integrity, and chapters will no longer be required to update member group records manually.

Resolved Issues

  • Issue addressed regarding an opt-in text message announcement which continued to exist on the member portal after a member had already opted-in for text messages.

  • Issue addressed regarding a member’s due date not updating to the member’s payment plan if the payment plan due date was outside of the current month. Now the due date on the member portal is updated with the payment plan due date agreed upon in their payment schedule.

Release 18.0

Release date 07/25/2024

What’s New?

Client Implementations: Our team support the implementation and configurations for new client launches. This included a member profile sync, member status sync and an officer sync for three organizations.

Behind The Scenes

We’ve tackled technical debt which relates to our client & member integrations. This allows us to improve data integrity and reliability.

Release 17.0

Release date 6/27/2024

What’s New?

We’ve tackled technical debt relating to client & member integrations. This allows us to improve data integrity and reliability.

Release 16.0

Release date 5/30/2024

What’s New?

We’ve improved and enhanced efficiency of certain existing features relating to client & member integrations. This allows us to improve data integrity and reliability.

Key Benefits

  • Updated titles and headers on the Charge Scheduler Review page.

  • Improved loading times and performance on the Charge Scheduler module.

Resolved Issues

  • Issue addressed preventing secondary users from receiving electronic notifications for invoices generated.

  • Issue addressed allowing multiple requests of invoicing for the same member(s).

Release 15.0

Release date: 5/2/2024

What's New?

Client Implementations: Our team support the implementation and configurations for a new client launch. This included a member profile sync and member status sync.

Release 14.0

Release date: 3/7/2024

What's New?

  • Enhanced existing system configurations, focusing on stability and minimizing disruptions to users. This means faster load times and smoother processes.

Key Benefits

  • Whether you’re browsing, making transactions, or requesting reports, our upgraded back end ensures faster responses, so you can get things done efficiently.

  • By addressing this tech debt, we’re future-proofing our platform. As we introduce new features, they’ll seamlessly integrate with this robust foundation.

Release 13.0.0

Release date: 1/19/2024

What's New?

Member Roster - Filter by External ID Report

A new view was added to the Member Roster report, allowing users to see the members' external IDs mapped to the organization’s database. The member external ID will only populate if the chapter has a database integration set up with re:Members Choice Finance.

Key Benefits

  • Chapters can easily compare re:Members Choice Finance data with the member's external ID making it easy to compare the re:Members Choice Finance data with the organization records.

Member Roster - Filter by Member Group

A new filter on the Member Roster report allows users to view & filter by member groups.

Key Benefits

  • Chapters can now filter the member roster to only populate a list of members with a specific member group. A "member group" is an organizational tool managed by the chapter admins on the re:Members Choice Finance platform. Chapter admins can assign members(s) to a member group(s) to categorize them.

Accounts Receivable - Filter by Member Group

  • A new filter on the Accounts Receivable report allows users to view & filter by Member Group.

Key Benefits

  • Chapters can easily see which members are outstanding within a Member Group category. For example, if your new members are assigned to a member group called “New Members Spring Chapter,” admins can filter that member group to see who is still outstanding.

UI Enhancements

  • Calendly URLs replaced with a link to the re:Members Choice Finance support site.

  • Additional verbiage and education added to the On Demand Invoicing module.

Resolved Issues

  • Addressed issues preventing users from accessing the Export to Excel and Export PDF buttons on the Bank Reconciliation report.

  • Addressed an issue with balance total accuracy in the National Billing Summary report.

Release 12.0.0

Release date: 1/12/2024

Resolved Issues

A variety of improvements were made, and resolved issues were addressed.

Release 11.0.0

Release date: 12/15/2023

Updates & New Features

Officer Budget Module

  • The Officer Budget Module allows administrators to create officer budgets within the Budget Wizard. This feature allows admins to add officers responsible for spending, forecast expenses, and track expenses versus actuals.

Key Benefits

  • Chapters can submit a budget for projected expense totals. These totals are built out by the individual officer expense totals added to the officer budget / role.

Profit/Loss Officer Budgets Report

  • With the Profit/Loss Officer Budget report, admins can track their Officer Budget Expense Chart of Accounts totals on the Profit Loss report. This enables the population of the Profit / Loss report with data specific to officer budget expense tracking.

Key Benefits

  • Chapters can now pull a Profit / Loss report for officer budget totals specifically by each officer's expense. This report individually totals income or expenses for every income COA coded to a member payment and every expense COA coded to chapters "Check" or "Deposit". This makes it easy to see if they are on target with their officer budgets.

Expense Tracking Officer Tagging

  • The Expense Tracking Officer Tagging feature allows admins to "tag" a check to a specific officer budget for expense tracking. When the officer budget is loaded, the officer roles created will populate in the officer tagging option on the check. This tagging option is available for manually created checks, as well as checks synced over via card purchase or bank sync. Administrators can now edit transactions and choose to tag them to a particular officer budget.

Key Benefits

  • Chapters can now code every Expense to a specific officer budget to get accurate expense tracking by officer budget.

Release 10.0.0

Release date: 12/1/2023

Resolved Issues

  • A variety of improvements were made, and resolved issues were addressed.

Release 09.0.0

Release date: 11/15/2023

Updates & New Features

Scheduled Charge Module

  • The Charge Module allows chapter officers to automatically assign charges to member accounts based on a recurring weekly or monthly schedule.

Key Benefits

  • This eliminates the need for manual entry of charges and is particularly useful for accounts that require the same charges to be assigned to the same members regularly, such as utilities or monthly dues.

  • Chapters can now easily add and manage future charges or re-occurring charges to their members.