Release Date - 17 October 2023
- Tamzin Stone
Analytics
Summary of Changes:
Income | Bank Deposit Entry/Search - fixed issues with saving bank deposits with $0 receipts and/or negative receipts, and reversed receipts not showing when drilling into a saved Bank Deposit.
$0 receipts will now be excluded from the Bank Deposit Entry screens.
$0 receipts already deposited have been removed from Bank Deposit Entry transactions, as they would have caused issues with reversing those bank deposits.
Period Close | Bank Reconciliation
Now allows attachments to saved reconciliations
When clicking the Deposit Entry button from the Bank Reconciliation screen, the Bank Account defaults to the bank account being reconciled, and the Payment Method defaults to EFT. Previously it defaulted to the Cash Drawer with the Payment Method of Cash.
Updating of filters to remove the Current period dates, and sort by the newest statement date first
Reports | Non-Local Offerings - now shows details from the eGiving tab of the Non-Local Offering.
Admin | Users - fixed validation issues when adding users with roles in other conferences/unions/division.
Search screens
Now show a column for attachments. If there are one or more attachments on an entry, the paperclip icon will show on the row.
Remaining screens were updated to include the Rows Shown feature, and scroll instead of paginated view.
Entry screens - adjustments to tab order on various screens to make data entry easier.
Login screen - minor updates now that Sign Up and Sign In are independent of each other.
Technical improvement and bug fixes