Shepherd's Staff 2024 Version (9.0), release 20240105
Feature
GENERAL
- Added tooltip to the Search label of the data grids which displays the special search characters we offer.
Fixed
FINANCE
- Corrected an issue with next journal number when entering for a date after the end of your Finance year. The problem is best explained using this example: Your calendar year runs 1/1/23 through 12/31/23; today is 1/2/24; you need to enter a journal entry for 12/31/23, so you click Add; the default date in the journal entry shows 1/2/2024, and the next document number shows as 1 (since journal entry numbers reset each finance year, though you can override that and continue the prior year numbering if you wish). You change the date from 1/2/24 to 12/31/23, but the document number still shows as 1, forcing you to save the JE, manually look up the next number, and then edit the JE and correct it. The fix for this problem: Though the number will still start out as 1 when adding/copying (since it is based on the 1/2/24 date), when you change the date to the prior month (12/31/23 in this example), it now retrieves the correct next document number for 2023. (Note that this process only occurs when adding or copying a journal entry, not when editing.)
- The problem is best explained using this example: Your calendar year runs 1/1/23 through 12/31/23; today is 1/2/24; you need to enter a journal entry for 12/15/23, so you click Add; the default date in the journal entry shows 1/2/2024, and the next document number shows as 1 (since journal entry numbers reset each year, though you can override that and continue the prior year numbering if you wish). You change the date from 1/2/24 to 12/15/23, but the document number still shows as 1, forcing you to manually look up the next number. The fix: Though the number will will start out as when, when you change the date to the prior month it now retrieves the correct next document number. (This only occurs when adding or copying a journal entry, not when editing.)
- If you saved a journal entry that had the same number as another journal entry from a different Book, you received a warning message about the duplicate. The warning is only supposed to appear if there is a duplicate number in the same Book as the journal entry within the active finance year. Note that the warning does not appear if you are working with a journal entry that is dated outside the current finance year, or if you are editing an existing journal entry.
Change
GENERAL
- All date selection controls that have a date picker button have been updated to support screen readers.
- Cleaned up the UI, messaging, and character trapping for Create Church.
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For the United Methodist version, modified the Person record to differentiate between new membership and non-membership codes.
CONTRIBUTIONS
- Updated the main Contributions window to better support screen readers.
Cosmetic
GENERAL
- The red "stop gathering info" button that appears in the lower right when you run reports had a typo in the tooltip text: "informaiton" instead of "information".