Shepherd's Staff 2023 Version (9.0), release 20231101
Feature
FINANCE
- The Balance Sheet has a new option to "Hide dedicated account detail". If you choose to display at the account level of detail, checking this box hides just the dedicated accounts to save space (and to mimic how the Balance Sheet worked in 8.9, where dedicated accounts were suppressed).
Fixed
FINANCE
- On the Dedicated accounts report, if you checked the option "Exclude accounts with 0 balance", it was including the 0 balance part; it is now fixed so that fractional pennies will not be in the report.
- In the Vendor "Summary / W2 Information" report, if you have two vendors of the same vendor type with the same name, it combined the second vendor's information under the first vendor, and did not display the second vendor.
- In Accounts Receivable, in some cases "Money on account" was inaccurate, showing fractions of amounts.
- In the Bank Statement Reconciliation, customers were getting "Object reference not set to an instance of an object."
- In the Bank Statement Reconciliation, if there were no transactions for the specified bank account and date range, if you happened to click the Clear button (or pressed ALT+C), you received the error, "Object reference not set to an instance of an object."
- The PayrollMate import was reversing debits and credits on the Asset/bank account if it was set to create the payments as Paid.
- For non-calendar fiscal years, the current year actuals are showing up as prior-year actuals in the add/edit budget window.
Change
FINANCE
-
Added helper text to the Bank Statement Reconciliation (just above the grid) to let the user know you can double-click or press the spacebar to clear or un-clear a transaction.