Release notes

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.

Tags: release, CRM, API, Finance, Mailings, Meetings & Events, Platform, Sapphire

Release 2026.03

2026-03-05T17:06:21Z

CMS/Meetings & Events: show attendance status for past events

When managing your events, you record the attendance of your members or participants. On the member portal, the 'My events' article shows an overview of upcoming and past events that someone registered for. Until now, registration and attendance were indistinguishable: the list showed everyone who had signed up, regardless of whether they actually attended.

From now on, you can choose in the article settings to display attendance status as a column. This way, your members can immediately see whether their attendance at a past event has been recorded as present. The heading above the list of past events has also been updated, so it no longer suggests that attendance is always verified.

Finance: automatically sending paid invoices via Peppol

When a relation registers for a membership or signs up for an event, an invoice can be generated. If your organization uses Peppol, these invoices previously had to be sent through the Peppol network manually — which takes time, especially when processing a high volume of transactions.

From now on, invoices generated through these processes are sent via Peppol automatically, even when payment was made before the invoice was created. This applies to all processes where invoicing has been configured, such as membership registrations or event sign-ups. The invoice is also sent when it has not yet been fully paid.

No additional setup is required. As long as Peppol is already configured for your organization, invoices will be sent automatically going forward.

Finance: include payment link in Peppol messages

You send invoices via Peppol and want to make it as easy as possible for your relations to pay. Until now, the Peppol message only contained invoice details — but no direct way to pay.

If you use the 'Invoice payment' module, you can now include the payment link in the Peppol message. To do this, enable the 'Add payment link' option in your settings. The payment link is added as a text note to the XML message, allowing the recipient to navigate directly to the payment page.

Finance: invoice PDF automatically included in Peppol messages

A Peppol message is itself a complete invoice. In practice, however, recipients of Peppol invoices regularly ask for an attached PDF. Not everyone is fully set up yet to automatically process Peppol messages, and a PDF gives them direct insight into the invoice details.

From now on, the PDF of the invoice is automatically included as an attachment in the Peppol message. No additional setup is required — this works immediately for all Peppol invoices you send.

Finance: VAT exemption passed on correctly via Peppol

When managing your administration, you may run into the fact that your organization is not subject to VAT. Invoices sent via Peppol must reflect this correctly. Until now, there was no way to include this information automatically in the Peppol message.

From now on, you can indicate in your administration settings whether your organization is subject to VAT. If you select 'No', you enter a tax exemption code — a so-called VATEX code that specifies on what grounds your organization is exempt from VAT. This code is automatically included in the XML message sent to Peppol.

Mailings: more formatting options in the Template Generator

When creating mailings, you want the design to match your organization's house style. The Template Generator helps you quickly build an email template without any technical knowledge. Three additional options are now available, giving you even more control over the look and feel of your mailings.

Font

You can now choose between a sans-serif font (default) or a serif font. Think of Arial for a modern, clean look, or Times New Roman and Noto Serif for a more classic feel. You set the font separately for headings and for body text.

Rounded corners

You can choose between straight corners, slightly rounded corners, or a wider rounding. This is set separately for buttons and images. Please note: rounded corners are not supported in Outlook. Relations who open your mailing in Outlook will simply see straight corners instead.

Link on images

This setting makes all images in your mailing's content blocks clickable. It applies to the entire template and cannot be turned on or off per image or content block within the generator. Want to adjust this for a specific image later? A template administrator can do so after the template has been created.

Meetings & Events: targeted evaluation questions per attendee

When organizing larger events with multiple activities or sessions, you want to know what attendees thought of them afterward. You send out an evaluation, but not every attendee participated in every activity. Until now, all attendees received questions about all activities, resulting in long lists filled with "not applicable" responses.

From now on, attendees will only see evaluation questions about the activities they registered for, plus any activities that didn't require registration. This keeps the evaluation concise and relevant, and ensures that the results you receive are actually useful.

Memberships: find payments faster using the payment reference

When processing bank transactions manually, you want to quickly link the right subscription or payment invitation to a payment. This isn't always straightforward: sometimes a relation enters the payment reference in the wrong field of their bank transfer, or the transaction isn't imported automatically. Until now, searching by payment reference wasn't possible for subscriptions or payment invitations, which could make finding the right match time-consuming.

From now on, you can search by (part of) the payment reference in both the subscription overview and in payment invitations. This makes it easy to find the right payment, even when the description isn't an exact match. For payment invitations, the payment reference is now also always visible as a column, directly next to the 'Amount' column.

Tags: release, CMS, Finance, Mailings, Meetings & Events, Memberships