05.10.2024 Update [9.0]

Follow

Shepherd's Staff 2024 Version (9.0.0), release 20240510 

Fixed

Finance
  • When overwriting an existing saved report for the General Ledger or Budget Worksheet, and making selections under the Major and Minor group lists, the changes you made could be ignored if there were other groups with the same number in the list. We now save/load Major and Minor groups by the name instead of the number (not foolproof in large systems that consolidate Major/Minor groups across Books using the same Major/Minor number/name scheme, but it resolves the issue for the vast majority of our customers). Important: Because we cannot tell which Major/Minor group is selected based on number alone, any existing saved reports for General Ledger or Budget Worksheet will start out with all of the Major/Minor options unselected. Any such saved reports need to be resaved with the appropriate Major/Minor selections.
  • When overwriting an existing saved report under Other Reports, it was no longer saving your changes.
  • In the Period Analysis tool in Finance, the account type of "Expense and Dedicated Out" was not including the Dedicated Out activity.

Change

  • If a column is removed internally from a grid, and you install the service pack/upgrade, we now ignore any sort order errors that involved that column when loading data grid settings.