Shepherd's Staff 2023 Version (9.0), release 20231114
Feature
FINANCE
- The Bank Statement Reconciliation will, when you change the selected bank account, display the ending balance from the last reconciliation as the beginning balance if (1) you have not saved a reconciliation already in process for that bank account; and (2), you have not yet entered a beginning balance on the window.
Fixed
FINANCE
- If you have a space in the user AppData folder, the payroll import would generate an error if you tried to match up accounts or vendors to the import file.
- If you added a note to a Vendor record that had no note attached, it was not saving that note unless you also clicked Save on the vendor record.
- If you used "Export to" from a print preview window and then exited Shepherd's Staff, you received an error that "The process cannot access the file <x>", and the remainder of the program close-out process was not run (including the backup and rebuild tests, and the audit log entry for exiting the program). The error has been trapped and replaced with a user-friendly message so that the other housekeeping processes continue to run. The new message appears for each open file and warns you that the file will be deleted next time you close Shepherd's Staff; if you want to keep the file you should save it with a different name to a different location.
- In Dynamic subgroups users could get "crosstalk" between money and year fields, which would generate the error, "Input string was not in a correct format." The non-integer characters are now automatically removed, preventing the conversion error. Example: Create a dynamic subgroup line for offerings for the amount of 33.33, and Save. Next, edit that line and change the field to "Received: Years since". The "33.33" remains in the text box, and when you clicked Save you would get the error.
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If you tried to delete an AR payment from under an AR account (not from the main AR Payments grid), you received the error, "Specified cast is not valid."
Change
FINANCE
- When printing checks, it now forces the selected printer to Simplex (i.e., single-sided), since you'll never want to print double-sided checks. This should resolve problems users have had with Duplex printer settings in Windows 11.
Cosmetic
FINANCE
- On the following add/edit windows, one or both of the following occurred when adding/editing notes: (1) The "save" icon appeared on the Save button after adding/editing the note, which is unnecessary since notes save independently of the parent record (they have their own Save button on the Note add/edit window); (2) if you deleted the note, the thumbtack icon did not immediately disappear from the Note button. These add/edit windows were affected:
Membership Activity
Membership Skill
Membership Training
Membership Deaths
Attendance Event
Attendance Event Summary (By Date)
Attendance Event
Contributions Fund
Contributions Contributor details
Contributions Pledge
Contributions Offering - The "note" icon (blue thumbtack) on the following windows was dithered (speckled).
- Tweaked the payroll import messages that appear when you haven't set up an account or vendor in the cross-reference.