Changes and Improvements

2026/06/19

Automation Improvements

  • Administrative dashboard added for support staff. This feature will help support staff respond faster when we assist with automation setup or troubleshooting.

UI improvements

  • Improved labels on Test Automations screen
  • Credential status more accurately reflects the state of automation connections

Fixes

  • Save and Next button working better after automations run

Changes and Improvements

2026/06/05

Automation Improvements

  • None

UI improvements

  • Changed configuration screen "Run Automations" to Automation Status
  • Changed labels on the the renamed "Import Records" screen and added a successful completion screen

Fixes

  • Last Inv AutoRun Date in automations are now kept in place when Data Store is updated.
  • Automation Scheduling screen now saves configuration after changes are made.

Changes and Improvements

2026/05/14

Subscriptions

  • Failed subscriptions now return you to your profile

UI improvements

  • Zip/Postal and Street Address 2 added as optional on Customer Information Screen
  • Added a "Save Now" button to save progress without having to continue the configuration wizard
  • Credential Refresh moved to the Configuration tab
  • Donations setup is now optional

Fixes

  • None

1.0 Beta 4 is Live

2026/05/04

Changes and Improvements


Home page announcements

The home page will now host announcements and updates for AccountBridgeâ„¢ customers

UI improvements

  • Links to connection help is available in the Create Connections page.

Production Ready

1.0 Beta 3 is Live

2026/05/01

Changes and Improvements


Subscription Support

AccountBridge premium features are now available with a subscription. Currently, the scheduling of automations is a the first premium feature. All other modules in can be used without a subscription.

UI improvements

  • The scheduling page user interface has been simplified to schedule biweekly automations.
  • The calendar icon on the Test Simulations page now appears in all major browsers.

Automation Scheduling In WildApricot timezone

Automations are now scheduled to run in the timezone of the WildApricot organization.

Action Required

1.0 Beta 2 is Live

2026/04/10

Changes and Improvements

Test Automations Reliability

Test Automations of Historical Invoices/Donations/Payments reliability improved

Extra Charge Fields

Extra Charge fields refreshing should work now for all customers

New Help Screen Buttons

New Help screen buttons for Knowledge base and Support

Online Store Configuration

Online Store configuration can be optional

1.0 Beta 1 is Live!

2026/03/25 — 1.0 beta 1 is now live at stage.accountbridge.app