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Release 2026.09

2026-08-20T09:15:01Z

API: also retrieve non-active function assignments

Does your organization use an external system that retrieves function assignments through the API? Think of a website that displays board positions, or a tool that keeps track of roles within your organization. Until now, the Function API only returned active function assignments. If you also wanted to see functions that have already ended, for example to build a historical overview of who held which role, this wasn't possible through the API yet.

From now on, the Function API has a new filter: 'includingNonActive'. Add this parameter to your request, and the API also includes the non-active function assignments in the response. This lets you show a complete picture in your external system, covering both the current and past functions within your organization.

You'll find the full documentation on this and other API endpoints at api.procurios.com.

Finance: filter by customer reference

When keeping your invoicing details up to date, you may run into a familiar challenge: a business relation's customer reference (think of a PO or purchase order number) often changes, for example once a year. Your relation doesn't always remember to pass on the new details, leaving you to track this down yourself. Until now, you could only keep track of this manually, for instance with a custom free-text field listing which relations to follow up with. That takes extra time and is prone to errors.

From now on, you can filter for this directly. The relation filter has a new option: 'Customer reference'. You'll find this filter under 'Invoices per administration'. It searches the value set in the debtor's invoicing settings. This makes it easy to build a list of, for example, relations without a customer reference, or relations you need to contact for updated information.

New to customer references on your invoices? Read how to set up this field in this release note.

Finance: new SEPA address format for direct debit

Does your organization collect membership fees or donations through direct debit? You may have already received a message from your bank about new SEPA rules.

From now on, the address of your members or donors is structured in the direct debit file. Street name, house number, postal code, city, and country code are now in separate fields. Before, this was all in one line of free text.

This change comes from the European Payments Council (EPC) and will eventually apply to all SEPA direct debits. The platform is already prepared for this: the address section in the XML file for your direct debits is automatically split into the correct fields. You don't need to set up anything yourself.

Finance: a more organized and efficient debtor page

When you're following up on invoices, you want a complete picture of a debtor at a glance: which invoices you've already sent, what's still outstanding, and which invoice orders are open. The debtor page in Finance has been redesigned to give you that overview even more easily.

The summary at the top of the page now takes up less space, so you can see the rest of the page right away. On top of that, only the statuses that are actually relevant to you are shown: empty lists stay out of view, and an amount isn't displayed when a status has zero invoices or invoice orders. The count per status, such as invoice orders, open invoices, overdue invoices, reminders, and paid invoices, is now grouped together for a clearer overview. When the amount including and excluding VAT is the same, you'll now see just one amount instead of two.

You'll also find more relevant information directly on the page. This includes the debtor's invoice orders, as well as the email address used for sending invoices, based on your administration's settings. If no email address is known, this field stays hidden, a sign that this relation likely receives invoices by mail or via Peppol.

Want to create a new invoice order? You can now do this directly from the debtor page itself, without switching screens.

The 'Debtor settings' button also has a new name: 'Invoicing settings'. This name better reflects what you use it for. Here you can, for example, set the language of your invoices, configure e-invoicing via the Peppol network, and manage how your payment reminders work.

Discover more about the updated debtor page in Finance in the help center.

Mailings: turn tracking on or off

When you send a mailing, you might want to know how many relations open the email and click a link. This happens automatically: every mailing includes a tracking pixel and personalized links to collect these statistics. But this isn't always desirable.

New guidelines from French and Italian regulators provide more clarity about when you need consent from your relations for this type of tracking. That's why you can now decide, per mailing, whether you want to use tracking.

When you send a mailing, you'll find the 'Enable tracking' setting. If you choose 'Do not track opens and clicks for this mailing', we no longer add a tracking pixel to the email, and we don't personalize the links. You'll no longer see which recipients open the mailing or click on it.

What do we still track? Even without tracking, we keep the information needed to send and manage your mailing properly. You'll still see who the mailing was sent to, whether a bounce came back, and whether someone unsubscribed. Personalized links to profile forms keep working.

Want to track part of your relations and not another part? Send two separate mailings to different relation selections, with tracking turned on or off for each one.

Please note: for now, this setting only applies to Mailings, not yet to Marketing Automation journeys.

Meetings & Events: cancellation date in participant overview

When managing registrations for an event, you sometimes run into a participant canceling their registration without being able to see exactly when that happened. This makes it harder to, for example, link the moment of cancellation to any cancellation fees.

That's why the participant overview of an event now includes a new column, 'Cancellation date'. This column shows the date and time when the status 'Canceled' was selected and saved. You add the column yourself through the column management button of the list.

Filtering on the status 'Canceled'? Then you'll also see two new fields: 'Cancellation date from' and 'Cancellation date to. These let you easily see which participants canceled within a specific period.

This gives you more insight into cancellation behavior around your events.

Platform: filter status always visible, even with an open filter panel

When managing large lists of subscriptions, donations, or invoices, your team often filters on several criteria at once. It's useful to always see at a glance which filters are active. Until now, this status was only visible when the filter panel was collapsed. As soon as you opened the panel, the indicator disappeared, and you had to remember yourself which filters were still applied.

From now on, the filter status stays visible at all times, whether the filter panel is open or collapsed. This keeps you in control, even while you're adjusting your filters.

Please note: if you use a filter panel that filters immediately without needing to first press the 'Filter' button, such as the participant overviews in Meetings & Events, you won't see this improvement yet.

Read more about filtering in overviews in the Help Center.

Other changes in this release

Easier language switching in the footer: visitors to your website now see all available languages directly in the footer, without first having to click a globe icon.
Same accounting code for all funds in Memberships & Organizations: do you use Memberships & Organizations (Local Administration) to automatically create a fund for every department? If you want to use the same accounting code for every fund, you can now fill this in right away. Prefer to set your own accounting code per fund? You can still do that via Donations > Funds.

Release 2026.08

2026-08-20T12:57:01Z

CMS/Communities: overview of unread messages

Do you want members, donors, or staff to see which messages they haven't read yet? And to get a notification when they're not on your website? Now you can, with the 'My notifications' article.
Place the 'My notifications' article on a page, and visitors see an overview of their unread messages, plus the last 20 messages they've already read. Is there a new message? A badge (a red dot with a number) automatically appears next to the corresponding menu item.

Visitors can also turn on push notifications. These appear at the operating system level, even when the visitor doesn't have your website open. On a laptop or computer, this works directly through the browser: no web app is needed for this.
Want visitors to receive notifications on their phone too? Then set up your website as a web app as well. Read more about this in the release note 'Turn any website into an installable web app'.

Find out more in the Help Center

CMS/Communities: turn any website into an installable web app

Your organization probably manages multiple websites for different audiences. Think of a member portal (with or without a community), but maybe also an intranet for your own staff. For quick, recurring use, it's handy if that specific environment is just as easy to open as an app, without having to open the browser and look up the right website first.

That's why you can now turn any website into its own web app. This has several advantages. You decide on the icon yourself, so it matches your own branding. The experience is also identical to the website, minus the browser bar getting in the way. And the web app can be installed on both laptop and phone.

Does your organization have its own intranet, for example? Then you can now offer that as a web app to your staff too. Handy if you want to make certain relationship lists easily available, without staff having to open their laptop to search the CRM of the Procurios Platform. The internal community is also easy to use there.

For your members' or donors' communities, this also solves another problem. Until now, the Procurios Communities app offered this option, but this app is no longer being developed further. Did your organization use the non-branded version of the app? Then it showed the Procurios icon instead of your own branding. On top of that, a member could only link the app to one organization. For example, is someone a member of your association and of another association that also used the app? Then they had to choose, and couldn't switch easily between both communities. Because every website now gets its own web app, your members can simply install and use multiple communities side by side from now on.

One important difference from a regular app: you won't find the web app in the App Store or Play Store. Users install it through the browser. Exactly how that works differs per browser.

Under 'CMS > Manage > Websites' you'll now find the 'Web apps' section. Here you create a web app per website, with a name, description, colors, and your own icons.

Want to help your members or staff with installing it? Point your visitors to the web app by placing the 'Web app install button' article on your web pages. Want users to see an overview of their unread messages? Place the 'My notifications' article. See also the release note 'Overview of unread messages'.

Find out more in the Help Center

CMS/Library: more control over your document archive on the website

Does your organization showcase an extensive archive of documents on your website, such as old association magazines, annual reports, or research publications? The document index is a common way to do this, and this feature has now been significantly improved.

You can now decide whether visitors download a file directly or open it in the browser. This is useful, since most browsers now have a solid built-in PDF viewer.You also choose between a list view and a thumbnail view. The thumbnail view immediately shows a preview of your PDF files and images, so visitors can recognize the right document faster.

In addition, you decide which information is visible for each document. Alongside 'created by' and file size, you can now also turn 'upload date', labels, and description on or off individually. This way, you only show what's relevant. For an archive that was uploaded all at once, for example, the upload date isn't very interesting.

Is a document's description long? It's now expandable. If the text is longer than 160 characters, it's shortened with the option to read the full text.

Line breaks in the text are displayed correctly, so you can, for example, present a table of contents clearly.

The filters can also be adjusted: you decide whether visitors can filter by document type and upload date, or leave these options out.

CRM: clearer names and buttons for managing relation lists

When you manage your relation lists in the CRM, you regularly adjust a filter, share a list with colleagues, or check which columns are shown. Some buttons and settings had a name that didn't immediately make clear what they did. The 'original filter' view also looked a lot like a regular relation list, even though it serves a different purpose.

To make this clearer, the following names and layouts have been updated:

The 'Public' and 'Private' setting is now called 'Share with others' and 'Stop sharing'.
'Manage quick search' is now called 'Search settings'.
'Column management' is now called 'Columns'. You'll also find 'default sorting' in this same place from now on. This way, you can see in one overview exactly which column determines the default sorting.

The 'original filter' view has also been updated. This is where you view the underlying filter of a relation list and adjust the filter rules. Its layout now deliberately differs from a regular relation list, so the focus stays on the filter itself:

You can now easily expand and collapse the filter, so you can better check whether the relations you expect actually show up with these filter rules.
The 'Clear filter' button has been removed here, since it didn't serve a purpose in this context.
The 'Move filter' button has also been removed here. Within your regular relation lists, 'Move filter' is still available.
The button used to update the filter is now called 'Filter' instead of 'Apply filter'. This avoids confusion, since the original filter isn't overwritten right away. If you make a change, the 'Apply changes to list' button appears after filtering. That's the button that actually saves your adjustment.

CRM: manage role assignments within Local Administration

Does your organization have local departments, with a department administrator who keeps track of roles like board members and volunteers? Until now, only a central administrator could create and change these function assignments in the CRM. Department administrators couldn't do this themselves, which meant this task always ended up with the central organization.

That's why you can now set up, within Memberships & Organizations, that a department administrator can manage role assignments on their own. Once you've configured this, the 'function assignments' option appears under 'Local Administration' in the CRM. Your department administrator sees all relations with an active or upcoming role within the department there, and can add or update them.

You decide which roles get access to this page, which roles they can view, and which roles they can manage. A department administrator can only manage roles that have been enabled for this, and only for relations who are members of their own department. Does someone hold a role within the department but is no longer a member? Then the department administrator can still end the role assignment. Just like elsewhere in the CRM, deleting a role assignment isn't possible.

Note: this feature only works if Memberships & Organizations is set up correctly, with a relation view for the department and the right target relation. Contact your consultant to activate this for your organization.

E-Commerce/CMS: swipe through product images in your webshop

A good photo sells. If you want visitors to your webshop to fall in love with a product, you need to show it from every angle. Whether someone is looking at a sweater, a gift package, or a ticket in your webshop, you want them to browse the photos effortlessly and get a complete picture. That builds trust and leads to more sales.

Until now, your webshop offered two separate settings for product photos: one for the main image and one for the additional photos. Because these worked independently, browsing multiple photos didn't feel smooth. Clicking a photo did open a larger view (the "lightbox") where visitors could click through all the images.

From now on, you can choose a new display for your webshop: a slideshow with thumbnails below the main image, so visitors can easily swipe through and see at a glance which other photos are available. This way, every product gets the attention it deserves and visitors can make a well-informed purchase decision.

Visitors can still zoom in through the lightbox from the slideshow. Both views stay in sync. On top of that, the lightbox itself has been improved: images load faster and the quality now matches modern screens.

You can change the display type yourself in your webshop's HTML settings. Your website's layout may need a small adjustment as a result. A great opportunity to sit down with our interaction designers and take a fresh look at your webshop's layout. Contact your account manager to discuss the options.

Finance: support for the newest CAMT.053 format (v8) - end of life MT940 coming up

When processing bank transactions, for example for donations, membership fees, or invoices, your organization When processing bank transactions, for example for donations, membership fees, or invoices, your organization depends on the file format your bank provides. Banks are increasingly moving from the older MT940 format to CAMT files, and this CAMT standard is updated regularly.

As of this release, the platform also supports the newest version of CAMT.053, version 8. This means you can count on your organization's bank transactions being read and processed correctly in the future, even as your bank moves to this newer version. Older versions of CAMT.053 will continue to work.

We also recommend switching from MT940 to CAMT for your bank transactions as soon as possible, if you haven't already. More and more banks are discontinuing support for MT940. Rabobank, for example, will stop supporting it entirely as of November 15, 2026. Does your organization currently still use MT940 files? Then it's a good idea to make the switch to CAMT now, so processing your bank transactions continues without interruption.

Tip: with automatic bank transactions via Ponto, you'll never have to import bank transactions manually again. Read more about this in the help center.

Library: faster previews of your PDF files

Your organization likely stores many documents in Library, from annual reports to forms. For images, you could already see a preview right away in the sidebar. For PDFs, however, you only saw an icon, so you had to open the file first just to check whether it was the right one.

From now on, Library also shows a preview of your PDFs in the sidebar. This lets you recognize the right document at a glance, without opening it.

These previews are cached, just like image previews. This means your platform's speed stays the same in most cases. Only the first time a PDF preview is generated may take a little longer.

Meetings & Events: export evaluation results without relation details

When organizing events, it's valuable to know how your participants experienced them. Meetings & Events lets you set up an evaluation that participants fill in after the event. Sometimes you want to share those results with others, for example with a program committee, an external trainer, or a speaker. Until now, the export of evaluation results always included the name and ID of each respondent. That made it harder to share results outside your organization, especially when you prefer to keep personal data internal.

From now on, when exporting evaluation results, you choose whether to include relation information or not. Want to share the results with third parties? Choose the export without relation information. Need internal insight into who filled in what? Choose the export with relation information.

Other changes in this release

Set decimal separator for journal export (Finance): When exporting journal entries, you may run into accounting software that requires a comma as the decimal separator instead of a period. You can now set this yourself. In the export screen, choose a period or a comma in a new field. The period remains the default option.
Updated text in the CMS 'Login' article: The labels and help text in the CMS article type "Login" have been clarified. Technical terms such as "implementation" and "session options" have been replaced with plain descriptions, so non-technical administrators can immediately understand what each setting does.

Release 2026.07

2026-06-24T18:03:54Z

CRM: filter by age

When managing your member database, you often want to select members based on age. Think of a youth division for members under eighteen, or a campaign specifically for seniors. Without a direct age filter, this required a workaround.

You can now search date fields in the CRM using two new options:

'last X years (age; younger than)': this returns all relations whose date is less than X years ago. For the 'date of birth' field, that means all relations younger than X years.
'at least X years ago (age; at least this old)': this returns all relations whose date is at least X years ago. For the 'date of birth' field, that means all relations who are at least X years old.

By combining the two options, you can easily define an age category. If you set one option to eighteen years and the other to twelve years on the 'date of birth' field, you'll find all relations who are at least twelve and not yet eighteen years old.

The new options work for all date fields in the CRM. You can use them beyond age-based searches too, for example to filter on the start date of an event.

Donations/CMS: route donations to the right fund via URL

When managing donations for multiple chapters or projects, your organization may run into a practical challenge. You want donations to automatically go to the right chapter's fund, but creating a separate donation form for each fund takes a lot of time and effort.

You can now include a fund ID in the URL when linking to a donation form, using the '?fund=' parameter followed by the fund's ID. For example: 'https://example.com/donate?fund=1'. This automatically routes the donation to the correct fund, without your donors having to make a choice. You can create a unique URL for each chapter that points to the same form, while still automatically directing the donation to the right fund.

If you don't include a fund ID in the URL, the form works exactly as before. If the form includes a fund dropdown, your donors will still see it. If there's no dropdown, the top fund in the form's configuration is selected automatically.

Please note: the fund you include in the URL must be available in the form's configuration. It's not possible to route a donation to a fund that is not part of that configuration via the URL.

Finance: add a customer reference to invoices

When managing your organization's invoicing, you may run into situations where business relations require a customer reference on their invoices. Without it, they cannot link the invoice internally to the right project or employee, making the payment process unnecessarily complicated.

Order-specific references were already available per transaction. You can now also set a customer reference at the relation level. Add the 'Customer reference' field to your registration or profile form so your members or contacts fill it in once. The reference is stored at the debtor in billing. This means all transactions linked to that relation, whether a membership, order, or event, automatically reference the same customer reference.

In the invoice template, you can choose whether to display the customer reference. Want to use different wording? Customize the label under 'Own terms for invoices' to match your organization's terminology.

Using Peppol? The customer reference is included automatically with every invoice.

Memberships: see which payment invitation will be sent

When setting up your payment invitations, you may run into a situation where multiple configurations apply to the same membership. For example, you have a separate configuration for the 'Family membership' type and a general configuration for all members. Which payment invitation does the platform send in that case? And how do you find out if something isn't right?

From now on, you can see step by step how the platform selects a payment invitation for each membership. There are two ways to access this:

Go to the administration settings under 'Payment invitations' in Memberships and click the 'Explanation' button. Select a membership and you'll immediately see which invitation will be sent and which steps were followed to reach that selection.
Open the list of renewable memberships under 'Payment invitations' and click the 'i' icon next to a membership. You'll see the same information for that specific membership.

If no matching payment invitation is found, you'll receive a notification, so you know right away that a configuration is missing and can add one.

Other changes in this release

Updated text editor: When managing content in the platform — whether it's a mailing, a blog post, or a registration form — you use the same text editor throughout. This editor has been updated to a newer version and looks slightly different from what you're used to. All features work the same way: formatting text, inserting images, and adding links all work just as before.
Filter by invalid value: When filtering in the CRM, you can now also select 'contains an invalid value' for multi-select fields. An invalid value can occur, for example, when an option is removed from a multi-select field but was still assigned to a contact. Filtering on this lets you identify which contacts may have incomplete or outdated data.
Sapphire – Year in event list: If an event falls in the next calendar year, the year will now be shown in the event list. Also check out the other changes in the Sapphire changelog.

Release 2026.06

2026-05-27T13:19:12Z

Memberships: automatically save IBAN during subscription
registration

When managing your member database, you want data to be stored consistently and in the right place. For donations made through a donation form, your relation's IBAN was already saved on both the direct debit agreement and the relation card. For subscriptions via a registration form, this was not yet the case. The IBAN was only stored on the direct debit agreement, not on the relation card itself.

From now on, the IBAN can also be saved on the relation card when someone signs up for a subscription through a registration form and chooses to pay by direct debit. Set this up once via 'Finance' > 'Settings' > 'General direct debit settings' under 'Default IBAN'. There
you choose which CRM field is used as the default IBAN field. This keeps all information in one place, so you no longer need to search through direct debit agreements when you need a relation's bank account number.

As an added benefit: if a logged-in relation fills out a form that includes an IBAN field, and their IBAN is already on file on their relation card, the field is automatically pre-filled. This saves a step and reduces the chance of errors.

We love sharing our knowledge

Release 2026.09

API: also retrieve non-active function assignments

Finance: filter by customer reference

Finance: new SEPA address format for direct debit

Finance: a more organized and efficient debtor page

Mailings: turn tracking on or off

Meetings & Events: cancellation date in participant overview

Platform: filter status always visible, even with an open filter panel

Other changes in this release

Release 2026.08

CMS/Communities: overview of unread messages

CMS/Communities: turn any website into an installable web app

CMS/Library: more control over your document archive on the website

CRM: clearer names and buttons for managing relation lists

CRM: manage role assignments within Local Administration

E-Commerce/CMS: swipe through product images in your webshop

Finance: support for the newest CAMT.053 format (v8) - end of life MT940 coming up

Library: faster previews of your PDF files

Meetings & Events: export evaluation results without relation details

Other changes in this release

Release 2026.07

CRM: filter by age

Donations/CMS: route donations to the right fund via URL

Finance: add a customer reference to invoices

Memberships: see which payment invitation will be sent

Other changes in this release

Release 2026.06

Memberships: automatically save IBAN during subscription registration

Memberships: automatically save IBAN during subscription
registration