Release Date - 29 July 2024

Summary of changes:

• Home | Messages - the Training environment will now show a message indicating when it was last refreshed.

• Period Close | Bank Reconciliation - auto-matching for CMF bank accounts. Basic auto-matching has been implemented, where if there is an exact match on the Amount and Reference, the transaction will be automatically matched. A pop-up message will indicate that X number of transactions have been automatically matched, and that they can be reviewed under the Matched tab. If the matching is incorrect, transactions can be individually unmatched in the usual way, or the Reset button can be clicked to unmatch all transactions.

• Reports | Local Church Offerings - this is a new Excel report available in Conference ledgers that shows amounts of Local offerings for the selected churches and period/date range.

• Reports | T&O Analysis (Church) - fixed an issue where it was using the calendar year instead of referring to the actual financial year of the ledger.

• Admin | Attachments Library - this is a new screen where files can be uploaded at any time, ready for attaching to transactions. Folders can also be created for managing the files. Further work is planned around deleting files that have been attached to entries, and moving files between folders.

• Technical updates and minor bug fixes