Shepherd's Staff 2023 Version (9.0), release 20231021
Feature
FINANCE
- New option added to the Print button on the Payment/Receipt/Journal Entry views that allows you to print the Payment/Receipt/Journal Entry Register reports for all the rows displayed in the grid. This allows you to filter the grid by date range or document number range and then print the associated Register report for just the displayed activity.
- New "Checklist" button under "Print checks" lets you print "pending checks" report of the selected payments in the grid, to be used for reference/process approval/auditing (SR-27241, SR-27272, SR-27288 and others).
Fixed
FINANCE
- If you closed, reopened, and reclosed a Finance year, the beginning balances for assets/liabilities/equity/dedicated were getting set to $0.00.
- If you had both recurrent offering and recurrent finance activity reminders, after clicking the recurrent offering option, the reminder toolbar button disappeared; it is supposed to remain visible if reminders show.
- In a certain condition (changing a budget but then using arrow keys and not saving the change, after which you closed the window), you were prompted to save before leaving the Budget window when there were no changes to save (SR-27239).
- The Beginning Balance on the Dedicated Accounts report was not correct (should be the beginning balance for the specified account for the specified finance year). (SR-27235, SR-27268, SR-27269).
- The Period combo showed for the Annual History version of the Treasurers Report even though it has no impact on the data in that context (SR-27233).
Change
FINANCE
- For clarification, on the General Ledger report, the Beginning balance and New Balance have both been renamed to "Balance mm/dd/yy" where Beginning balance will have the From date and Current balance will have the To date specified on the report settings.
- Modified the title of the Dedicated Report to show both the Month and Year selected; previously it was only showing the Year.
- When doing year end, if an account has a beginning balance between $0.00 and $0.01 (i.e., a fraction of a penny, such asj"$0.001"), that bad amount is now set to zero to eliminate issues with inactivating an account. Negative balances are not affected.