Shepherd's Staff 2023 Version (9.0), release 20231120
Feature
CONTRIBUTIONS
- When adding a new contributor, the list of primary contributors now defaults to exclude removed people (based on the Removed By field in Membership). If you need to add an envelope to a removed person, mark the new "Show removed" checkbox. This feature does not apply to the joint contributor drop-list.
- The Offerings grid has a new report option, "(Default - hide names)". It suppresses contributors names (showing just the envelope number), except for the "anonymous" and "other giver" envelopes.
- On the add/edit Contribution Fund window, there is a new button to the left of the Fund Number textbox that lets you retrieve the next available fund number (so you can fill in "holes" in your fund numbering without having to manually search for those in the Funds grid). If no number was found it returns the next highest number available.
Fixed
MEMBERSHIP
- On the Anniversaries grid, when you clicked "Export" you would get the error, "Object cannot be cast from DBNull to other types.", if you had someone who met the following condition: (1) The person is the Head of Household; (2) the person is a non-member; (3) the person has wedding date and Spouse name entered; (4) but there is no Spouse record in the database.
ATTENDANCE
- There was a security loophole that allowed users to add visitors from the Advanced attendance batch entry without permissions to add people in Membership. That loophole has been closed. Instead of disabling the "add visitor" button, it now displays a message explaining the situation.
CONTRIBUTIONS
- If you edited a Contributor and clicked on the pencil icon to change the contributor, and then typed a letter in the search with no match in the list and pressed ENTER, you received the untrapped (and therefore unreportable) error, "Unhandled exception has occurred in your application."
FINANCE
- If you did not have any books set up in Finance, and you clicked on the Other Reports tab and then clicked Print Checks, you'd receive one or both of the following errors: (1) "Object reference not set to an instance of an object."; (2) "Value of '0' is not valid for 'SelectedIndex'." You would also get this error if you clicked off and back onto Other Reports while "Print checks" had the focus. These errors have been suppressed but users will still need to finish setting up their chart of accounts before the ability to print checks is made available.
Change
GENERAL
- Updated the show/hide Favorites icon Membership, Attendance, and Scheduler, to match the newer ones in Contributions and Finance, which include an indicator arrow.
- Added additional data to error trap that loads a data grid's contents into the selected spreadsheet program, for troubleshooting odd situations on certain Windows installations.
FINANCE
- If you save your work in progress for a Bank Statement Reconciliation, it now records that action in the audit log, to help distinguish between the saving and posting events.
- Preventative changes to AR transactions when deleting one from either the Student account record or AR account record.
Cosmetic
CONTRIBUTIONS
- On Contribution Statements, when including the pledges, the date range had a space before the day if the day was a single digit, like this: "1/ 1/23-12/31/23". The space has been removed.
FINANCE
- Under "Print checks", if you tried to preview or print a check list without specifying a starting check number, the warning that appeared read, "Please supply a check.", instead of "Please supply a starting check number."