Release Date - 21 June 2023
- Tamzin Stone
Summary of changes:
Income | Receipt Search
Bank Account has been added as a filter
Modifications have been made to the sending of emails, to better handle the sending of a large number at once. A progress bar will show the status while the emails are being sent.
Period Close | CMF Statements - multiple CMF accounts for a ledger can now be viewed. The CMF Sub Account No and Account API Key fields in all CMF accounts must be completed in Manage Accounts for the accounts to show on this screen.
Period Close | Period Close - resolved issues some ledgers were experiencing with closing periods (Internal Server Error when the report was trying to preview). This was caused by the query taking longer to run due to it checking the account balance of all the Non-Local Offerings rather than just the period balance.
Reports | Client Transactions - the Journal Number is now a link. Click on it to drill down to the Transaction Details report, the same as in the Account Statements/Transaction List Search report.
Reports | New Offerings - this report is available in the SPD ledger, and it shows offerings modified since the selected date. This is particularly so they can check the Classification set, so the GC Statistical Report will be accurate.
Reports - Date filter, if used, defaults to the current period of the ledger.
Admin | Non-Local Offerings - additional fields added under the Tax tab to accommodate Adventist Media Cultural Trust requirements on the receipt and Tax Summary report on eGiving. The additional fields are only applicable when Australia is selected as the Country. The receipt updates are done in ACAS and will be done shortly on eGiving.
Admin | Organisations - changes to the ledger Code are now handled in the Journal Export report and other places. Previously, if the code was changed, the ledger was missing from the Journal Export report.
Admin | Users - the Advanced Local Church Treasurer role is now available. It has all the same permissions as the Local Church Treasurer role, but with Manage Accounts activated as well. This means any treasurers assigned this role will be able to manage sub-accounts and accounts rather than request the Conference to do this for them.
Attachment sizes - if an image file (jpg, png etc) is larger than the allowed 2MB size limit, it will now automatically be resized rather than being rejected. The file size limit still applies for PDFs and Office files though.
Email log in ACAS - system administrators can now go to a screen in ACAS to see the status of emails sent, rather than have to look in a separate application. Emails can also be resent from this screen. If you have users report emails not being received (for receipts, DTS reports, user activation) and you have checked that the email address is correct, please email Service Desk and we can investigate.
Mission "AUD" ledgers can now be set up to allow access to eGiving as requested by TPUM. Changes were made to allow for the Base Currency of the church ledger to be different that the Mission parent ledger (this is usually not possible). Only System Administrators can set up these ledgers.