Shepherd's Staff 2024 Version (9.0), release 20240220
Fixed
MEMBERSHIP
- The Church360 Unite sync was no longer working because of the domain change to church360.app.
CONTRIBUTIONS
- When entering an offering batch, it was not storing the SourceType as "1" (instead it was "0"). This did not hurt anything in 9.0/8.9, but did cause an issue with the new Source filter coming in 9.1, since all historical batches will show as "not specified" in the filter.
FINANCE
- On the Budget Worksheet, the Year End Projection calculation was showing an amount instead of zero when the report was run for a date after the end of the Finance year. (SR-28114)
- Notes: "The issue turned out to be the report was not calculating the column "Year End Projection" correctly when the report was executed after the fiscal year had ended but had not yet been closed. For example, the fiscal year is 2023 and the report is executed in 2024. In this scenario the "Year End Projection" column should equal the column "YTD Actual". Also in this scenario, the column "Budget for Remaining Months" should always be zero. It should be noted that the column "Budget for Remaining Months" will count the current month you are running the report in regardless if you are running it on the first of the month, the middle of the month, or the last day of the month. So if you are running the report on February 1st it will include the budget for February, likewise if you are running the report on February 28th, it will still include the budget for February. There were no issues reported when running the report during the current fiscal year."
- On the Treasurer Reports formats that include budget information, if you included Dedicated accounts on the report, and you had entered budgets for Dedicated Out, the budget amounts were not appearing on the report.
- When adding/copying a Payment in Finance, if the payment was marked Paid and then you changed the "Pay by" value (Check, EFT, Charge account), the document number was not getting reset for that type of payment. Now, if the "Pay by" is changed during add/copy, the Status will get reset to Pending (and the date cleared). Select "Paid" to generate the next document number for that "Pay by" and bank account. (This change does not affect editing a payment.)
- When adding/copying a Payment in Finance, if you changed the bank/credit account within the Payment window (using the pencil icon) it was not getting the next number for THAT bank/credit account. Now, if you change the bank/credit account (or pick the same one again), the Status is set to "Pending" (and the date is cleared). Select "Completed" to generate the next document number for that "Pay by" and bank/credit account. (This change does not affect editing an existing payment.)
- When adding/copying a Receipt in Finance, if you changed the bank account within the Payment window it was not getting the next number for THAT bank account. Now, if you change the bank account (or pick the same one again), the Status is set to "Pending" (and the date is cleared). Select "Completed" to generate the next document number for that bank account. (This change does not affect editing an existing receipt.)
- When entering a Payment in Finance and using the "Add multiple" option, if the status was "Paid" and you clicked save, it kept that status but was setting the next document number to 0 instead of getting the next number. It was also clearing the date. Now, if the status is "Paid" it keeps the date the same and gets the next payment document number for the specified "Pay by" and bank account.
- If you copied a Receipt, the new one carried over the Note and Attachments from the copied one, instead of getting reset/cleared.
- On the Payments grid, if you had selected a bank account in the Account drop list and then clicked Add, the pop-up that appeared included the option for "Charge account", which doesn't apply to bank accounts. If you picked that option for some reason, you could end up with a payment against a bank account with a "Pay by" of "Charge account". The "Add a payment by" pop-up now only shows "Check" and "EFT" if you are adding for a specific bank account. Testers: Regression test adding payments with different Accounts, and "all", selected.
Improvement
CONTRIBUTIONS
- Improvement: The offering batch details/summary report now displays "Given less fees" instead of you having to get out your calculator.
Improvement: On the Payments grid, the Account drop list now includes charge accounts. If you pick a charge account and click Add, it immediately goes to the "Add payment" window without displaying the "Add a payment by" pop-up (since we know that it's by charge).
FINANCE
- On the Payments and Receipts grids, the Account filter now excludes inactive charge and/or bank accounts from the list. (You'll need to exit and restart Finance to refresh the list after making an account inactive.)
- When entering a Receipt in Finance and using the "Add multiple" option, the status was always reset to Pending and the date was cleared. Now, if the status is "Completed", it keeps the date the same and gets the next receipt document number for the bank account.
Fixed: When entering a Journal Entry in Finance and using the "Add multiple" option, if the status was "Completed" and you clicked save, it kept that status but was setting the next document number to 0 instead of getting the next number. It was also clearing the date. Now, if the status is "Completed" it keeps the date the same and gets the next journal entry document number for the specified Book.