Cross Check. Modified the program to create the default backup folder during the backup/restore process if the folder did not already exist.

Transcription

1 Program Revision List Release Version v The following are modifications that have been made to the Shelby v5 programs since (7/02/2007). Check Database Structure for Changes Modified program to prevent error 3639 (Cannot alter table FAAssets because this table does not exist in database ) during the database restructure. The error was introduced on v with the inventory enhancements to Fixed Assets and only affected the Temporary Backup File. Cross Check Shelby SQL Backup/Restore Utility Modified the program to process scanned items when using any Cross Check Unit; previously the program would stop responding. The fix affects the following modules: Contribution, Gifts, Bank Reconciliation, Remittance and Accounts Receivable. Modified the program to create the default backup folder during the backup/restore process if the folder did not already exist. Program Revision List Release Version v b (Dated 7/02/2007) The following are modifications that have been made to the Shelby v5 programs since version (6/28/2007). Check Express Process Transactions Modified the program to prevent an Error 3021 (Either BOF or EOF is True, or the current record has been deleted.) and Error 91 (Object variable or with block variable not set.) when saving transactions. The error occurred when a detail account item was used that was not setup as a Bank Account. Program Revision List Release Version v (Dated 6/28/2007) The following are modifications that have been made to the Shelby v5 programs between versions and (6/28/2007). Items in blue with a shaded background are Enhancements to the program Accounts Receivable - Modified program to insert the correct immediate origin ID when creating the ACH file. ACH Check Express Process Transactions Modified program to make the correct entries to Bank Reconciliation when distributing the amount between two accounts that are also setup as Bank Accounts. Check-In Check in Procedure Check-In Check In Procedure Closing Procedures Options for Purging History General Ledger Journal Processing General Ledger Journal Processing Modified program so that the check-in process is not terminated when assigning pagers. Before this update, when checking in multiple records, if a record was in a group that assigned pagers, the system was terminating the check in process when it came to that individual. Modified program to allow family check-in when individual being checked in is not a member of the organization. Modified program to prevent error 3639 when selecting the Option for Purging History. The problem occurred on databases that did not have GL tables. Modified program to assign journal numbers correctly when modifying a journal and changing the journal type. Prior to this modification, it would have been possible to create a scenario where two journals contained the same type and journal number. Modified program to prevent a journal and source document from being incorrectly related to one another. Prior to this, a modification to a journal could result with an incorrect source document being related.

2 GlobaFILE - History GlobaFILE Associated Files GlobaFILE Name Search Membership Membership Information Payroll W2 Wizard Modified program so that s are updated properly with the privacy flag. Prior to this change, this was not being set, and logins without rights to View Private s could do so. In addition, s sent prior to this update will still be viewable to those without the View Private s security option. Modified program so that logins without privileges to associated files could not double click a record to open the file it was associated with. Previously, only the Open button was disabled double clicking the record would still open it. Corrected issue with first couple of letters not being displayed when doing a name search. Modified program to prevent error 3251 when viewing/updating a record that is on the view selected screen. Modified program to correct error 3021when trying to change a deduction distribution type. Registrations Check In and Badge Printing Shelby SQL Backup- Restore Utility Shelby SQL Backup- Restore Utility ShelbyWEBVIEW - Registrations Miscellaneous - Login Limit Reached Modified program to prevent error 3021when attempting to check in an attendee not in GlobaFILE. Modified program to correctly populate the database path when using a named instances of SQL. Modified program so that scheduled backups work properly when using named instances of SQL. Placed limits on all the fields within the Webview Events Grid. Prior to this, fields could be overfilled resulting in Data Mismatch errors. Corrected issues with program incorrectly prompting that login limits had been reached. Program Revision List Release Version v The following are modifications that have been made to the Shelby v5 programs between versions and Items in blue with a shaded background are Enhancements to the program. Enhancements Accounts Payable Pay Invoices Added an Auto-Select option in payment processing to be used when selecting invoices for payment. Options include - None, Complete Invoice, or Complete Vendor. In addition, one or more lines from a single invoice may be selected. The default sort order is now by Vendor and Invoice. Bank Reconciliation Reconcile Detail Entries The ability to reconcile voided checks is now easier. Upon selecting OK on the Reconciliation Criteria screen, the program will search for voided checks. If voided checks are found, the program will display a massage, There are X entries voided, do you want to mark it as cancelled? with options to select Yes or No. Check-In

3 Check Out By Groups Check In Roster Added the ability to check records out in groups. The option is located under the Utilities Menu on the Home Base. Added a checkbox to print barcodes on the Check in Roster Report. Cross Check Void Checks Added the ability to void Deposits and Withdrawals processed in Check Express using the Void Check Utility. Contributions\Gifts Columnar Report - GFS Added the option to use fomulas for calculations including percentages in the Gifts Columnar Report. Utility Process ACH Process Contributions Added the option to combine ACH Amounts within ACH Accounts when the pledges are going to different purposes and they use the same DFI Bank Routing ID and DFI Bank Account. Added summary of totals on the edit report to show a breakdown of gifts using any non-numeric character (cash, Visa, Discover, MC) entered in the Check # field. Dashboard Shelby Menu Added a list of modules to the dashboard on the left side under Shelby Menu. Now modules can be quickly accessed from the list. EZ-View Added Alpha-Numeric custom fields to the options under. Fixed Assets Inventory Added Inventory to the Fixed Assets module. General Ledger Reports - Detail Ledger Added a check box to Include offsetting entries? to the Detail Ledger Report. If the checkbox is unchecked, detail lines within a journal to the same account that net zero dollars ($0.00) are omitted from the report. GlobaFILE Added Alpha-Numeric custom fields to the options under. GlobaFILE Information [Pick a name] Added the ability to define information displayed on the right side of the screen for the selected record. Similar to Memberhsip Information, a Preference button allows you to select address, phone number, , profiles, etc.

4 GlobaFILE Information [Pick a name] Mail Merge\ Added the ability to print an Individual Information sheet by right clicking on the selected record. Added a check box to the send options to use the default client instead of SMTP. Relationships Other Added radio buttons to the Relationships, Other tab to filter by: Past, Current, Future or All. Membership Individual Information Mail Merge Mail Merge\ Relabeled the mail merge button to Mail Merge/ better defining its ability. Added a check box to the send options to use the default client instead of SMTP. Payroll Payroll Vouchers Process Payroll ACH Verification Print Checks\Vouchers Reports Time Clock ID Added an option to payroll vouchers as pdf attachments. SMTP is set up on the Employer Information screen. The vouchers are secured and can only be viewed using the last 4 digits of the employees Social Security Numbers. Payroll is run as normal. When the vouchers appear on the screen, select File, Save As, PDF Document. This works very similar to the contriubions statement process. Added the total number of transactions and total number of vouchers at the bottom of the printed ACH Verification Report. Added masking of Social Security Number on checks and vouchers. The number will now print as ***_**_1111. Added the TimeClock ID number to Payroll employee information, to ID Cards, and to the Employee Report in Selections and Listings. Remittance Reports Added the columnar report as a report option in Remittance. This report will use formulas for calucations. Arithmetic functions available include : + addition, - subtraction, * multiplication, / division, % percentage. Parentheses () may be used to group functions that are to be calculated first. Selections and Listings Reports Word Processing Interface Reports Criteria Organization MB Reports Employee Report Reports Save as PDF Added address (es) to Selections and Listings word processing interface for Other Relations. Added a check box for Include Prior Attendance? under Criteria for Organization (MB), allowing the selection to include attendance history prior to the last promotion. Added the TimeClock ID number to the Employee Report in Selections and Listings. Added the option to secure any report saved as a PDF with a password.

5 ShelbyQuery Query Import\Export Added Import and Export options to the report designer toolbar. Users can import and export the query and report design for use on multiple databases or machines, or to send to one another. SSMain Login Added a check box to use automatic login. When Use Windows login is selected under security setup, and the user name in Shelby matches the user name for Windows, Shelby will automatically open without the need to enter a name or password. Vista Compliant Installation VISTA The program was modified to be compatible with Vista when used as a workstation, as a stand alone or as a peer-to-peer server. Program Changes Accounts Receivable Reports-Aged Trial Balance The program was modified to disable the date range when selecting the option Unpaid at end of.. Attendance Reports Standard Roll Updated the instructional wording at the bottom of the Class Selection screen under Include\Exclude Groups to include additional instructions for selecting rows. It now reads, To change the selections for a range of rows, click the box on the start row to put a red check mark in it, hold the shift key down as you click the box on the end row with your mouse. Rows in between will be assigned the same selection criteria Clear Criteria OK Cancel as the start row. Check-In Module Name Change Changed the name of the module from Chek-In to Check-In. Utility - Receipt Design If a receipt design assigned to an Organization is deleted, the Shelby Default Receipt design will now be assigned in its place. EZ-View Preferences Added Area, Region, and District back as preference options in EZ-View. General Ledger Reports - Financial Spreadsheet The program was modified to print the budget revision figures instead of the budget figures when selecting budget revisions.

6 Membership A Cancel button now appears on the screen. Individual Information The program was modified to allow the user to toggle between view selected and view all without rerunning the query. Misc Security - Login Name Added a warning message that preferences will be lost if you change the login name. Security Change Password SSMain/Dashboard The program was modified to allow symbols, numbers, and capital letters in the creation of a new password when changing the password from the Login Screen. Modified the Dashboard to increase the speed in which the Dashboard is loaded when queries are present under My Queries. Selections and Listings Reports Combine Names The program was modified to omit the printing of titles on selected records if neither record has a title when using Combine Family options with the Label Report. If one or both of the individuals have a title then the title will print for that individual.

7 Program Fixes Accounts Payable 1099 MISC Box 16 The program was modified to print the Box 16 amount as a positive number on the 1099 MISC form. Accounts Receivable Vendor Information The program was modified to allow previously deleted records to be added back in the Accounts Receivable module. Appointments GlobaFILE Tab The program was modified to display the phone numbers correctly on the GlobaFILE tab under Charge\Organization information. Check-In Check Out The program was modified to retain the Transaction Number entry during the Check Out process when toggling between alphabetical and numeric characters. Contributions Contributions Processing Reports - Statements The program was modified to input the correct Date when entering a six digit date and hitting the enter key instead of the tab key. Previously the entry saved the date with the year as The program was modified to print correctly when selecting Ones behind on any pledge. Previously statements were created for individuals who had not pledged or had overpaid their pledge. General Ledger Chart of Account Maintenance Reports Balance Sheet Source Document The program was modified to save the Account, Budget, and Budget Revision Memos correctly. Previously the Budget Memo was overwriting the Account Memo. The program was modified to return the correct balance when using sub-account summary and including prior year on the Balance Sheet Report. The program was omitting retained earnings when one or more accounts within the group did not have retained earnings from the previous year. The program was modified to keep the Journal Entry and Source Document together when editing a Journal Entry to save it to a different year.

8 GlobaFILE GlobaFILE Information Utility ID Card Design The program was modified to display records returned using the but not to flag them. This change prevents deselected records from being re-flagged after the is run again. The program was modified to return to the correct screen when clicking No on the display threshold screen when retrieving more records than the current threshold limit. The program was modified to add the field Position back to the available fields for ID Card Design. Membership Envelope Mailing Diskette Individual Information Individual Information Criteria Individual Information - Organizations Organization Information The program was modified to display records returned using the but not to flag them. This change prevents deselected records from being re-flagged after the is run again. The program was modified to load only active level of groups referenced in the Organizations criteria field under. The program will now display referenced Organizations only once as criteria on the screen. The program will now clear all selected fields and data on the screen when clicking the New Search button. The program was modified to set the default to "Yes" instead of "No" when the message "You already have level or group selections..." is displayed. The selection criteria for Organizations selected was also modified to clear all options so additional selections display when present. The program was modified to omit titles when including partnered couples in the Envelope Mailing Diskette Report when selecting the print names or print salutations option. Previously it omitted one of the partnered names and printed Mr. and Mrs. on the report. The program was modified to display the threshold prompt on the membership scroll screen. Previously it was not prompting the user of the threshold limit and all records were being returned. The program was modified to return records for selection when using wildcards in the Profile criteria field. The program was modified to display Custom Information fields on tab 5 of the Add/Change Organization to Individual screen. The program was modified to retain default attendance types when adding new Attendance Types under tab 5 Custom Setup under Add/Change Organization.

9 Misc SSMain The program was modified to display the correct count of items loading when opening Shelby. Previously it was not including the items listed under the My Status area when displaying the number of items loading on the status screen. Payroll Reports California Wage and Withholding Report Reports The program was modified to insert a page break whenever an exemption code changes. This will correct the counting for total number of pages. The program was modified to print the.00 in box 2 if there are no cents in the dollar amount. Reports W3 Utility - W2 Wizard The program was modified to total local taxes correctly when four or more local taxes are being reported. The program was modified to print the correct Compensation Type on manual checks when using the W2 Wizard to add State Tax. Previously the wrong description was showing on the Employee Earnings report for these corrected items. Receipting Receipts The program was modified to print all lines of the address if the Received From Address is used on the Receipt. Previously only the first line of the Received From Address printed. Registrations Registration Information The program was modified to prevent a registrant with an outstanding balance from being deleted. Now registration information must first be removed and Post to AR run to zero out all invoice information prior to a registrant being deleted. Error Corrections Check In Assign Bar Code Check In - Unmanned Check In-Touch Screen Entry The program was modified to prevent a TrueOLE DBGrid Error when adding comments under Bar Code Assignment. The program was modified to prevent an Error 3021 (Either BOF or EOF is True, or the current record has been deleted. Requested operation requires a current record.). Error occurred when checking in an individual with an unknown ID. The program was modified to prevent an Error 3265 (Item cannot be found in the collection corresponding to the requested name or ordinal.) when entering a phone # from a touch screen.

10 Contact Management Add Activity The program was modified to prevent an Error 94 (Invalid use of Null) when adding a new Activity without selecting an Activity Type. Contributions Post Contributions Mark Attendance Post Contributions Print Edit Pledge Information Process Contributions Name Search The program was modified to prevent an Error 380 (Invalid Property Value) when posting attendance and all organizations are setup for individual groups to assign their own schedule. The program was modified to prevent an Error 3604 (Object error ambiguous columns name 'salutation') when printing the edit report in name order. The program was modified to prevent an Error 3604 (Object error Invalid column name '##') when entering Pledge Information and the Begin Date field is populated last. The program was modified to prevent an Error 9 (Subscript out of Range) when deselecting all records while searching for a name. EZ-View Preferences The program was modified to prevent an Error 94 (Invalid use of Null) when setting up preferences. Membership Membership Update Selected Fields The program was modified to prevent an Error 3604 (Object Error - Incorrect syntax near ) when using Update Selected Fields to delete a Profile Comment that has an apostrophe within a word in the Comment field. Resource Calendar Calendar Memo The program was modified to prevent an Error 3021 (Either BOF or EOF is True, or the current record has been deleted. Requested operation requires a current record.). Error occurred when printing a blank calendar. The program was modified to prevent an Error 5 (Invalid procedure call or argument) when using the Tab key to insert a space within the text field of a Memo. Registrations Event Setup The program was modified to prevent an Error 3631(Violation of Primary Key constraint) when creating a new event from another event. The error was occurring when copying custom fields from one event to a new event.

11 Selections and Listings Reports Group Reports Organization Criteria Reports Organization Criteria The program was modified to prevent an Error 94 (Invalid use of Null) when sending to parents. The program was modified to prevent an Error 3604 (Object Error) when omitting Organizations under Organizations (MB) Criteria. The program was modified to prevent an Error 3619 (Object Error) when deleting a row from the Organization Criteria grid under Organizations (MB) Criteria. WEBVIEW Import Directory Changes The program was modified to prevent an error 3600 (Object Error) after approving directory changes when importing from WV.