Shepherd's Staff 2024 Version (9.0.0), release 20240610
Fixed
FINANCE
- On the following Finance grids, if you had more than one Book (i.e., a Book with a number higher than '01'), and you picked that Book and clicked Save to save the grid view, when you returned it did not reload the saved Book. The following grids had the problem: Payments, Receipts, Journal Entries, Recurrent, All accounts, Assets, Liabilities, Equity, Income, Expense, and Dedicated.
- When Running the Budget Worksheet for either Income/Expense or Dedicated budgets for a NON-calendar finance year, and choosing to "Show existing next year's budget amounts", it was not displaying the budget for next year.
- The Vendor Summary/W2 Info report was excluding some information if you ran for those who receive a 1099 and at the same time unchecked the "Only vendors with activity" option.
- In Finance, Other Reports, if a report has Major or Minor group options (e.g., the Budget Worksheet report) and you unchecked all the groups in the listbox and tried to Save a user report, you received the error "Field 'UserReports.SettingX' cannot be a zero length string", where "X" is either a 3 or a 4. (This problem only began with the last service pack in May, 2024.)
- On the Period Analysis, the Dedicated Out figures now show the average in the last column (before it was showing 0).
- When entering budgets, the Save button was not being enabled if, via the Accounts tree, you selected an account and clicked Budget, and then changed the account in the drop down box.
MEMBERSHIP, ATTENDANCE, and CONTRIBUTIONS
- If you saved a report with a "Who" option, then went to that report and tried to change the "Who" option and resave, and chose to overwrite the existing report, it created a new report instead. Second, when switching the Who option, it was resetting the report title at the top of the Other Reports window (i.e., it reset your custom saved name to the normal report name). Third, if you chose to NOT overwrite the existing report, the default name was the saved report name instead of the original title of the report (as displayed in the reports list); the default should be the normal report name as displayed in the list of reports. (This third issue also affected Scheduler and Finance.)
Changed
FINANCE
- The Period Analysis no longer has an account type for "Expense and Dedicated Out"; this is because the logic needed is incompatible with "T" accounting. Expense increases are a Debit; Dedicated increases are a Credit; but Dedicated decrease/Debit is a NEGATIVE number (as opposed to Expense being POSITIVE). When you sum them together, you get a false number with dedicated expense being subtracted instead of added to Expenses. In other words, Dedicated Out is not a true expense T-account. The nature of the PIVOT table design limits our abilities, so we deemed it safer to eliminate the option for "Expense and Dedicated Out"; the customer can just run it for Expense and then run it for Dedicated Out to get the figures they want.