Q4 2024 iMIS Product Update

Get ready for the latest iMIS product update! We're excited to share new features and enhancements from the recent iMIS EMS release.

We love receiving your product feedback, whether it's suggestions for new features or your iMIS success stories. Don't hesitate to get in touch with us at productowners@imis.com. A big thank you to everyone who regularly reaches out to us - rest assured, we read and respond to each and every email we receive.

Join our team live in our Quarterly iMIS Update Webinar

What's New in the Latest iMIS EMS Upgrades

You can always find information on the latest updates on our What’s New page, including links to our full documentation.

Here are some of the updates that I’m excited about:

💳 Stripe gateway available in all regions

The Stripe gateway is available in all regions upon request. Please contact your AiSP (Authorized iMIS Solution Provider) or CPIL (Client Performance Improvement Leader) to learn how to get started with the Stripe gateway. Or check out our Stripe: Getting Started Guide.

💷 UK Direct debits for the Stripe gateway

Direct debit payments have been implemented for the Stripe gateway in the UK. In addition, reconciliation of direct debit payments within iMIS enables staff to easily track both initial and recurring payments, minimizing manual effort and enhancing accuracy in financial reporting.

🔄 Generating membership renewals automatically

Organizations can now fully automate membership renewals by using two new process automation tasks:

• Generate membership renewals – Generates and posts renewal invoices for a selected billing cycle, automating the manual process at Membership > Renewals > Generate renewals.
• Send membership renewal invoices to Pay Central – For AutoPay users, this task sends renewal invoices directly to Pay Central, enabling complete automation of recurring membership renewal payments.

📆 Overriding the default start month for annual billing cycles

Easily define custom start months for annual billing cycles using the First month of term option, which allows member types to follow unique billing schedules within the same organization. This option, available in Membership > Billing cycles and the Membership Configuration Wizard, applies only to the term dates of the specific billing cycle and does not impact the fiscal year defined in Finance settings.

See Managing different start months for annual memberships.

🏷️ Assigning a customer type when creating a new account

The Contact Account Creator includes new configuration options for assigning default customer types to individual and organization contacts. Staff can override these pre-configured types when adding contacts, while new contacts created by public users automatically receive the pre-configured types. If no customer type is specified, the system default from the Organization settings is applied automatically.

🧩 Exploring additional ASI products, licensed features, and iMIS integrations

Easily review a comprehensive overview of additional ASI products from the application menu located in the header of the Staff site or from Help > Enhance iMIS. From these new areas, users can explore all ASI offerings, such as Clowder, OpenWater, and TopClass. Simply click one of the offerings in the menu to learn more about it.

Also from Help > Enhance iMIS, review all available licensed features not yet purchased, or easily navigate to the iMIS Marketplace where you can discover the full range of iMIS integrations.

🎨 Updated banners on out-of-the-box account pages

The Staff site features fresh, updated banners for both individual and organization out-of-the-box account pages. Custom account pages will retain their original banners. To begin using the updated banner style on custom account pages, see Editing custom account pages.

⌨️ Special character support for product and event details

The following now support extended special characters, including Māori macrons for our users in New Zealand:

• Product name
• Product description
• Event name
• Event description
• Event notes

To accommodate this enhancement, the character limit for product and event titles has been increased from 60 to 120.

Custom business objects built on database tables or out-of-the-box views automatically support this feature, while those built on custom views may require manual updates. For details on enabling this feature in custom views, see the related Tech Alert.

Take Your Learning Further

This is just a taste of the exciting enhancements in the latest iMIS release. For a comprehensive list, detailed documentation, videos, and training, visit the What’s New page on the help site. We can't wait to see how you leverage these updates!

Thank you again for being a part of the iMIS Community, we can’t do this without you. All of us here at ASI wish you continued growth and connections and I hope to see you at one of the many upcoming events!

Looking for Past Product Updates?

Here are the last three iMIS EMS product updates:

• Q3 2024 Product Update
  • Special character support
  • Streamlined content management and publishing
  • And more
• Q2 2024 Product Update
  • Flat White website theme
  • Clearing all potential duplicate contacts
  • And more

• Q1 2024 Product Update
  • Flat White website theme
  • Enhancements to merging duplicate organizations
  • And more