01.31.2024 Update [9.0]

Shepherd's Staff 2024 Version (9.0), release 20240131

Fixed

MEMBERSHIP

• When adding a new person to the database, the test that checks for duplicate people (by comparing against first and last name) was only running when adding someone to an *existing* household; it was not running when creating a *new* household. (SR-27957)

CONTRIBUTION

• When posting an offering batch, if you had a note in the batch header it was getting recorded on every offering posted (which means that if you edited the note on one offering it changed for all of them). The batch header Note is not supposed to be posted; it remains on the batch header only. There is no offering note when entering batches (though you can add a note afterwards by editing the offering record). (SR-27858)

FINANCE

• When entering in a Budget for an Income or Expense account, if you select an account from the Accounts drop list after entering in a budget, the Save button will be greyed out when entering in the budget for the second account, preventing you from saving. (SR-27926)
• When importing Payroll, and choosing to print the checks in Shepherd's Staff even though the payroll app was handling that, the resulting checks in Shepherd's Staff did not always match the check numbers used by the payroll program due to a sorting problem. The problem was only apparent when check numbers crossed into another decimal (e.g., 9 to 10, 99 to 100, 999 to 1000, 9999 to 10000).
• On the "All months: actual" and "All months: actual vs budget" versions of the Treasurer's Report, if you printed for more than one set of books at a time, the book summary section from the prior book was getting carried over into the summary for the next book. (SR-27913)
• If you had Finance installed at one time but downgraded to MAC or SCE, the "Recurrent activity due" reminder kept displaying in the toolbar because it found data in the no-longer-used Recurrent Transactions table.
• When importing from Vanco, if a Shepherd's Staff fund had more than 35 characters (50 are allowed), you would get the error, "The field is too small to accept the amount of data you attempted to add."
• On the Vendor edit window, the F1 help key was not working if the focus moved to one of the textboxes elsewhere on the window.
• On the following three Finance windows, the CTRL+P and CTRL+N keyboard combinations were not moving the tree view forwards and backwards through the records (as they do with other trees in Membership and Contributions): Vendor edit; AR Account edit; AR Student edit.
• On the following three Finance windows, clicking in the tree and typing was not auto-matching on names in the tree (as it does with other trees in Membership and Contributions): Vendor edit; AR Account edit; AR Student edit.
• The Journal Entry register report was leaving off the bank account line item for Stop Payment reversal entries. (SR-27993)
• On the AR Account window, if you highlighted a transaction and clicked Pay, you received the error, "Specified case is not valid."
• Finance was allowing you to inactivate accounts that were still referenced in an active Recurrent template ("active" meaning that the Stop date of the template is in the future). This was failing for non-bank accounts (e.g., expense and income accounts) for Payment and Receipt templates, and was not working for any account type for Journal Entry templates. (The new message now also lists all the templates, with template ID, so you can more easily locate and edit them by changing either the account or the Stop date.)
• On the Budget Worksheet for Dedicated accounts, the "budget for remaining months" figure was not cutting off at the end of the Finance year when printing for a date past the end of the current finance year. (Instead, it was set to the beginning of the finance year.) The correct operation for the calculation is this: if printing within the current Finance year the cut-off is the run date (i.e., "today"); if printing after the end of the Finance year the cut-off is the end of the Finance year. (SR-28004)
• On the Budget Worksheet for Income and/or Expense, the "budget for remaining months" figure was not cutting off at the end of the Finance year when printing for a date past the end of the current finance year. The correct operation for the calculation is this: if printing within the current Finance year the cut-off is the run date (i.e., "today"); if printing after the end of the Finance year the cut-off is the end of the Finance year. (SR-28004)
• On the Budget Worksheet for Dedicated accounts, it was showing the "out" figure as negative when it should be shown as positive. The report file has also been adjusted to indicate that the out is subtracted (minus sign put before the word "Out").

Cosmetic

MEMBERSHIP

• If you tried to send an e-mail with no recipients or subject, the warning message had "recipients" misspelled.

FINANCE

• When paying a transaction from a Student record, if you changed the payment amount and pressed TAB it would change the amount applied in the first line the first time, but if you changed your mind and changed the total amount again, it did not update the amount in the grid.
  Fixed: On the AR Account edit window you could not save a Note to an AR account (when you returned to the record, the blue note icon was gone).
• On the following window there is a grid row count in the lower right which is not applicable (and shows 0); it has been removed: AR Payment window, Payment/Receipt/Journal Entry add/edit, Recurrent Payment/Receipt/Journal Entry add/edit.
• On the Money-on-account window, the grid showed a print button when it should not (there are no reports designed for it); the grid should only allow export to spreadsheet at this time.

Change

CONTRIBUTIONS

• On the offering batch grid, the "WebTools" import has been moved under the Import button. (The WebTools button will be repurposed in version 9.1 for the new "post all batches" feature.)

FINANCE

• When adding a payment, the Payment Type and Bank Account selection windows did not close/cancel when you pressed ESC. (Note that pressing ESC on the Bank Account selection window will result in a message that no account was selected; this is not a bug; it is necessary due to the design.)
• The "money" textbox control allowed you to increment/decrement values using the UP and DOWN arrow keys when the control itself was set to display-only. Example: On the Money of Account edit window, the "Amount applied" and "Amount remaining" textboxes are read-only because changing those values has no effect on underlying figures. However, if you cursored to the field and pressed the UP or DOWN arrow, the value changed. This fix is global, applying to everywhere the money textbox control is used in Contributions and Finance. (Note: The only way to change the amount applied or remaining for Money on Account is to apply money-on-account to a payment.) (SR-27998)

INSTALLERS

• Both service pack installers have been updated to remove the registry entries in HKLM\SYSTEM\CurrentControlSet\services\LanmanWorkstation\Parameters\ that are causing a conflict with our in-house Qumulo networking software: FileInfoCacheLifetime, FileNotFoundCacheLifetime, and DirectoryCacheLifetime.

Improvement

FINANCE

• When inactivating a Finance account, and it is testing for "Pending" or "On hold" payments, receipts, or journal entries that reference that account, the warning message now includes the following information about each transaction found, to assist with locating it: transaction type (Payment, Receipt, Journal entry), the internal transaction ID (which appears to the far right of the Activity grids as "TRX ID"), and the activity description.