Release Date - 29 August 2023
- Tamzin Stone
Summary of changes:
Income | Receipt Search - the grid has been modified to allow the user to specify the number of rows they wish to see. This setting will be remembered the next time the screen is used. Also, pagination has been replaced by scrolling down to the desired record. This change is a proof of concept for users with large monitors to be able to use more of the screen area. If the feedback is positive, we will make this change to other screens.
Income | Bank Deposit Search - now shows the journal number when drilling in to the Bank Deposit Entry.
Expenses | Express Payment Entry - issue with the dates changing back by one day when Save is clicked has been resolved. This bug was introduced earlier in August by one of the technical changes, and any transactions affected will be corrected in the coming week.
Period Close | Bank Reconciliation - the Bank Account now defaults to the main CMF Account, rather than the first Bank Account in the chart of accounts.
Period Close | Period Close - a different Payment Method and/or Bank Account can now be chosen when re-closing a period.
Reports | Account Statements - the Account Number and Name now repeat at the top of each page.
Reports | Tax-deductible Offering Transactions - a new report has been created for those entities that need to report on tax-deductible gifts made to cultural trusts (e.g. Adventist Media).
The report is only available in Australian ledgers
The accounts listed in the filters are only those that have a Tax Certificate Country of "Australia"
It is available as a report and as a data extract
Reports - many issues with data being truncated have been fixed.
Admin | Access Control List - new feature added for those with an "Admin" role. A read-only view of all the functions in ACAS and which role/s have access to them.
Admin | Organisations - in preparation for the new Treasurer Details report, modifications were needed to the existing Treasurer field. The data has been cleared, and we will send you a list of what was there so you can repopulate the field if required.
Admin | Year End - If no journal is required for the year selected (all as manual journal has already made all the balances of Income and Expense accounts to be $0), the following message will be displayed - "The balances of all income and expense accounts are already $0, so no journal has been created".
Minor bug fixes and technical improvements
Receipt and DTS emails - improvements to the From, Subject and content of the email templates.
Help - in the process of transferring to the Confluence Cloud instead of on-premise Confluence. So it will look different for a short time.