Program Revision List Maintenance Release Version v

Transcription

1 Program Revision List Maintenance Release Version v The following are modifications made to the Shelby v5 programs between and Items in blue with a shaded background are Enhancements to the program. General Ledger Journal Entries with Sub- Ledger References Journal Entries with Sub- Ledger References Journal Entries with Sub- Ledger References Workstation Install Added the ability to add detail lines to a sub-ledger entry. Once the Apply or Save button is pressed, however, the Fund, Department, Account, and Amount (Debit and Credit) fields will be grayed out and cannot be edited just like the automated entries from the sub-ledger. Added the ability to modify the Date, Project, and Description fields within a journal with sub-ledger references. However, the Fund, Department, Account fields, Debit, and Credit Amounts on original lines cannot be modified. Added the ability to modify journal entries with invalid accounts. Now users can click on the account and replace it with a valid account. Once the entry is corrected, the journal entry is then locked. Workstation Install Modified the Install processes to be automatic when newer programs are installed at server, some workstations were not being updated automatically. Program Revision List Release Version v The following are modifications made to the Shelby v5 programs between and Items in blue with a shaded background are Enhancements to the program.

2 Bank Balance Credit Card Tracking Credit Card Tracking Credit Card Tracking Credit Card Tracking Inquiry (Check Detail) Inquiry (Check Detail) Invoice Entry Invoice Entry Invoice Entry Invoice Entry Invoice Entry (Purchase Order) Invoice Entry (Purchase Orders) Inquiry (Undo Invoice) Inquiry (Undo Invoice) Inquiry (Undo Invoice) Inquiry (Undo Invoice) Process Check Recurring Payment Accounts Payable Modified the program to return the correct bank balance if the user has already created a next year and copied account balances to that year. Modified program to retain vendor information from one transaction to the next. Modified the program to prevent the period from showing twice on the A/P Credit Card G/L Input Audit Journal, now it will only print on the Fiscal Year Line. Add functionality for Credit Card transactions to create appropriate journals when Credit Card transactions contain expense accounts from multiple funds. Modified the program to prevent an Error 3265, when a applying a manual check to a credit card transaction. Modified the program to display the correct Company when viewing Credit Card Transaction summary and detail information. Modified the program to only show lines linked to a particular check #/check date. Previously if the same check number was used it included the lines from all checks with that same #. Added functionality to the account number entry screen on invoice to enable the "*" to work the same way as the % sign as a wildcard. Modified the program to input account into detail when using F4, typing in part of the account number, using arrow to scroll to account and then hitting enter. Previously, it would not insert the selected account into the detail line. Changed wording from Remaining Budget for Period to Remaining Budget YTD on Invoice Entry Screen. Modified the program when using the Apply button to enter an Invoice, the program was generating an Error 13. Modified the program to display detail line descriptions correctly when using the Purchase Order pick screen. Modified the program to prevent closed purchase order lines from selection on AP invoices, which was also returning an Error 5. Added security to Undo invoice to prevent the invoice being undone to be posted to a period earlier than the period of the original invoice. Modified the program to prevent a Scanned Image from being deleted when Undo Invoice is run. Modified the program to change the way the program processes Undo Invoices, the program will now create all corresponding entries with the same company from the original journal entry. Modified the program to prevent an Error 94, Invalid Use of Null, when undoing an invoice. Modified the program to prevent Error 3600 when odd characters such as an apostrophe was in a user s full name or in a company name. Modified the program to prevent program from locking up when detail entered is enough to activate the scroll bar and then resorted.

3 (1099 Added Retirement 1099s to the total for B coded records on Diskette. Diskette) (1099 s) Added Retirement R3 to the 1099 status, it will be reported in Box 3. (1099 s) Added option to print the 1099 pressure sealed universal copy if checked. If it is unchecked then it only prints the regular universal copy. Invoice Added period filter option to Invoice Listing Report Listing Report Invoice Modified the program, clicking the clear filters button will remove Listing Report Sub-Ledger Reconciliation (General Ledger & Bank Reconciliation) Temporary Backup Utility (Void Check) Utility (Void Check) Utility (Company ) Vendor check marks from the area, region, and district boxes. Modified the program enabling AP, AR, and CK to tie directly to GL Journal Entries. AP and AR reports can now use the GL posting period rather than relying on calendar dates. BR also includes a posting period report filter that ties directly to GL entries. Modified the program to prevent error 3633 when saving transactions. Added security to Void Check to prevent the check being voided to be posted to a period earlier than the period of the original check. Modified the program to print the words "Voided Check" if the description field is blank when processed. Modified the program to prevent Error 3021 from occurring the 1st time a user opens Company and clicks OK. Modified the program to update the Last Invoice Number, Last Invoice Date, and Last Invoice Amount to actual posted data, previously this reported incorrect information when undo invoice was ran or an invoice was backdated. Payment Processing (Final Register) Payment Processing (Aged Trial Balance, Sales Tax, Discount, Sales) (Aged Trial Balance) Sub-Ledger Reconciliation (General Ledger Accounts Receivable Added accounting period, fiscal year, and journal information to Payment Final Register Report Header. Modified the program to recalculate Unapplied Cash Amounts when deleting lines from the Misc. Tab, and to prevent the program from saving records where the total amount of cash is not applied. Added accounting period information to report headers in Aged Trial Balance, Sales Tax, Discount, and Sales. Modified the program when running the Aged Trial Balance report to prevent Run-Time error 340. Modified the program enabling AP, AR, and CK to tie directly to GL Journal Entries. AP and AR reports can now use the GL posting period rather than relying on calendar dates. BR also includes a posting period

4 & Bank Reconciliation) (Aged Trial Balance) Statements (Aging) Statements Appointee List Export Pension Plans to AR Export Pension Plans to AR Attendance Processing Attendance Processing (Import Attendance) Fix Statistics (Followup) (Rolls - Standard) (Rolls- Standard) (Rolls - Standard) Reconcile Reconcile report filter that ties directly to GL entries. Added Unpaid at end of period option to Aged Trial Balance. Modified Aging statements to correct aging amounts when on a Cash Basis with Open Item selected. Modified the program to run statements correctly when run for one person, or a selection of names. The program was omitting certain people from statement process. Appointments Modified the program to show Housing and Parsonage allowance in separate columns. Also, modified the basis for the parsonage allowance to include HQ Support if Equitable is checked. Modified the program to correctly export billing correctly for mid month billings. Modified the program when exporting pension plan to A/R, the amount in A/R was carrying up to 4 decimal places. Changed the program to format the number to Attendance Modified the program to report enrollment figures correctly after clearing posted attendance for an organization that is setup as Individual Group Assigns Own Schedule. Modified the program to prevent errors during the import scanned attendance process when the import includes individuals no longer existing in membership. Added option to run fix statistics with a start date. Now user can enter a date and check a box to update the visitation numbers. Modified the program when processing the Follow-up report to prevent Error 3617 multi-step operation generated errors. Added "Do Not Include InActive Groups to Standard Roll options for printing active groups only. Modified the program to include Organizations without Groups on a Standard Roll Report. Modified the program to return appropriate A s and P s based on dates selected for report. Previously the program omitted some dates dependent upon Date settings under Windows Regional setting. Bank Reconciliation Added grids to Reconciliation to separate Checks\Withdrawals\Voids from Deposits, also added ability to click on grid heading for sorting options. Added an Apply button on bank reconciliation form. Marked and

5 Reconcile Reconcile Reconcile Sub-Ledger Reconciliation Utility\Bank Account Utility\Bank Account (MICR setup) Utility (Bank Account ) Bank Balance Process Transactions Process Transactions Process Transactions Process Transactions Sub-Ledger Reconciliation (General Ledger & Bank Unmarked items can now be saved without leaving the reconciliation screen. Added ability to click on column headings for sorting. Added a message when exiting to see if items have been selected for reconciliation but not saved. Added Statement Date, Statement Ending Balance, and Opening Balance (Balance Forward) to Reconciliation Criteria. Changed bank reconciliation entries to have a link to a journal entry in general ledger. This allows reports in bank reconciliation to be printed by accounting period rather than relying on calendar dates. Modules affected include:accounts Payable, Accounts Receivable, Check Express, Deposits on Hand, Gifts & Contributions, Importing journal entries from General Ledger, Loan Processing, Payroll, Remittance, Registrations and Receipting. Added a filter to Bank Account, selecting a specific company will show only accounts for that company. Modified the program to prevent Error 5 "invalid procedure call or argument" when you click the Apply button after you choose a BMP file for the company, bank, top signature, or bottom signature. Modified the program to display only accounts that a user had rights to when setting up a new bank account in Bank Reconciliation. Check Express Modified the program to return the correct bank balance if the user has already created next year and copied account balances to that year. Modified the program to correctly report in Bank Reconciliation when using multiple funds on one physical bank account in General Ledger from Check Express Entries. Modified the program to populate the amount in the 1 st grid line with the Amount entered in the Amount text field. You will need to enter subsequent detail line amounts manually. Modified the program to prevent the message "There are detail lines entered for the General Ledger Distribution...Keep the detail lines?" when selecting Withdrawal" or "Deposit" before customer has entered any detail lines. Modified the program to check and withdrawal processing, previously the program generated an Error 3265 while updating the transaction. Modified the program enabling AP, AR, and CK to tie directly to GL Journal Entries. AP and AR reports can now use the GL posting period rather than relying on calendar dates. BR also includes a posting period report filter that ties directly to GL entries.

6 Reconciliation) Vendor Modified the program to prevent an Error 3421 when entering a vendor name to an invoice when the vendor name is longer than 35 characters. Chek-In Check In Modified Chek-in when using the Unmanned preferences with Search by NameID when Barcode not found to check in individuals correctly. Check In Modified Chek-In when using the Unmanned and Unmanned Touch Screen mode to check in by family, previously family members not enrolled did not retain their attendance. Check Out Modified the program to Check Out Process, to prevent Error 3021 when using a visitor s transaction#, which only occurs after using Quick Print to check an individual in. Home Base Modified the program to Chek-In, when attendance organizations are not setup prior to entering Chek-In the program was generating an Error 9. The program now prompts that "An attendance organization must be set up before the Chek-In Module can be accessed. Preferences Added ability to print an ID card directly from Chek-In when in Assign Bar Codes. This is similar to the functionality in GlobaFILE. Quick Print Added Quick Print for individuals not assigned to the Organization. Donor (GF) Contribution Processing (CN) Contribution Processing (Preferences) Contribution Processing (Copy Batch) Gifts Processing (CN/GF Register) Gifts Processing (GF Register) Gifts Processing (Premium Inventory) (GF) Columnar (Group Contributions & Gifts Modified the program so that the original record selected under Donor, will be the first visible record at the top of the grid if you exit the screen and then return to it. Modified the programs to prevent Error 3639, Invalid Object Name GFMotPRE, when processing contributions. Added new option to CN/GF Preferences to "Show prior Contributions (current year)" which will only look at the current year to get prior giving, and when selected will show amount. Added to the Pick a Date form an option to retain check numbers when processing Copy a Batch. Added fiscal year to CN/GF registers Report Header. Added the Journal # on the total page if processing one batch of gifts, if doing a separate journal for each batch in Gifts Processing a range of Journal #s will print. Added filter functionality to premiums tab in gift entry. Added Select All and Deselect All buttons for purposes on CN Columnar Report columns tab. Modified the program to show the Total Other Contributors line that

7 Contributions) (CN) (Pledge File List) (Pledge File List) (Purpose List) (Purpose List) (RISK/SOS) (CN) (Statements) (Statements) (Statements) (Statements) (Statements) Temporary Backup Utility (Process ACH) Early Withdrawal Penalty Early totals all contributions given to the Purposes in addition to the Organization that was the default in the criteria. Added options "Select only those with Balance > 0" and "Select only those Behind On Pledge" on Full Report even if WP file is not selected. Modified the program, when using Min # Pledge Limit Criteria on the Pledge File List w/non-pledged Giving and Non-Pledgers selected an Error 6 was occurring. Modified the Purpose List to calculate number of givers by purpose and then return a total number of givers. Modified the program to prevent Error 6 when processing a Giving List. Added a report to Contributions called RISK/SOS. This report identifies individuals who have had a change (drop) in their frequency of giving or average amount in giving. In addition to the standard reports for RISK/SOS, there is a Simple at RISK report that identifies individuals to contact because of the change (drop) in their average giving for the specified periods. Added Format numbers as currency? to options on the Parameters tab for Statements. Modified the program to return the correct pledge balance on statements when entering gifts to a pledge at the same time as gifts to a non-tax deductible purpose, and when giving to prior year non-tax deductible purposes. Modified the program to prevent printing Non-Tax Deductible gift amounts in tax-deductible and total columns. Added Settings for Column on Tab 3 for Statement Printing. The name will change to specify which column is selected for editing. Modified the program to omit Non-Tax Deductible Purposes? unless selected, previously they appeared if they had a memo. Modified the program to prevent error 3633 when saving transactions. Added an option for "Check Number Field on Transfer ACH screen.this is to allow the user to enter whatever they want for ACH transactions such as "ACH" up to 9 characters long. Deposits on Hand Modified the program to change early withdrawal penalty to base the calculation with the interest removed, also changed to divide by 365 instead of 360 days for calculation. Modified the program to change the penalty calculation to use interest

8 Withdrawal Penalty Post Interest Deposits Post Interest Deposits Post Interest Deposits (Statements) Temporary Backup Utility (Account ) Sheet Mail Merge Preferences (RISK/SOS) Launch EZView View Selected Records Account Structure (Budget Entry) Journal Entries (Designated Fund Summary) (Special ) rate from deposit account if the 'Withdrawal Penalty' 'Rate' supplied is 0, otherwise, it uses the rate off the penalty tab. Modified the program when Posting interest to calculate correctly, when transaction date and deposit date are the same. Modified the program when Posting interest for renewed accounts, the program was generating an Error Added an option Post Summary to GL? when Posting Interest Deposits. Added adjustments to the printing of statements, Total Adjustments will print on Detail statements and any adjustment will be included in the statement header. Modified the program to prevent error 3633 when saving transactions. Modified the program to Interest Calculation, previously when closing an account, it calculated the interest through the system date and not the date given. EZView Added beginning and ending date fields for other relationships on the Individual sheet, also added a preference setting under reports to print only active other relationships. Added a message box to alert the user how many 's they are about to send through EZView when using Mail Merge. Added a Risk Score to EZView preferences to display. This score is based on information from Attendance (change in Attendance patterns) and/or Contributions (Change (drop) in frequency of gifts or change (drop) in average amount of gifts). This helps to identify a person s level of participation. Modified the program to prevent an Error 384 when using auto-login and run minimized is selected for icon properties. Modified the program to return selected records in EZView, when pressing view selected, previously the records did not show up. General Ledger Modified the program to budget entry by defined percent, when changing the annual amount to $0.00 the periods will now change to 0.00 to match. Modified the program to prevent AP, AR, CD, CK, CN, or PR journals from being changed or deleted from GL journal entries to protect Audit trail. Modified the program to include Adjustment and Transfer journals in the Receipts and Disbursements columns when using the YTD report and when interfacing report with Excel. Modified the program to return correct information when running the columnar income/expense report for companies that do not use funds.

9 (Special ) (Income/Expense) Sub-Ledger Reconciliation (General Ledger & Bank Reconciliation) Utility (Company\Year ) Address (Family Alternate) Demographics ( History) Demographics (Associated Files) Relationship (Possible Duplicate Names) Utility (Cass/Move Agent) Utility (USPS ACS Import) Invoice Processing Payment Processing Modified the program to reflect correct figures on the columnar balance sheet report. Modified the program to print the project in the title, if more than one project is selected it will print "For Selected Projects. In addition, the report will now display the Project Name instead of the project number. Modified the program enabling AP, AR, and CK to tie directly to GL Journal Entries. AP and AR reports can now use the GL posting period rather than relying on calendar dates. BR also includes a posting period report filter that ties directly to GL entries. Modified the program to copy the Chart of Accounts to the new year where the Chart of Accounts from the previous year selected did not use Funds and Departments in the Company. GlobaFILE Added functionality to the Family Alternate address. When there is an address change for the family alternate it will now update that field for the primary family. Previously, the Family Alternate Address field was only for the MB module. Added functionality to allow the viewing of history, the program will log bulk and all relevant information about the sent for viewing later. Once sent, a bulk can be viewed in GlobaFILE on the individual s record. Modified the program to hide the Associated Files Tab when No Rights are assigned. If a user has Inquiry Rights then the Add New, Update, and Delete buttons are disabled. Changed caption of Delete button on Family Relationship tab from GB to Remove. Modified the program to Possible Duplicate Names List to prevent an Error 6 from occurring. Modified the program to prevent error 53 when clicking cancel while using the Cass Wizard or Move Agent Wizard. Modified the program to update the When Updated and Who Updated fields when importing a file from the USPS ACS. Insurance and Retirement Modified the program to prevent Error 3265 and Error 91 when posting transactions to AR. Added fiscal year and accounting period to the Report Header of Insurance, Retirement, and Workers Compensation Register. Loan Processing Modified the program to Payment Processing when posting a Draw, Payment, or Adjustment transactions. If there is un-posted interest at

10 the time of the transaction, the program will now accrue the interest and post it to the GL. Individual - Risk Score Individual Individual Individual Individual (Organizations) Mail Merge Master Record Organizations and Groups Organizations and Groups Organizations and Groups Organizations and Groups Reaching Reaching Reaching Reaching Membership Added a Risk Score to Membership preferences to display. This score is based on information from Attendance (change in Attendance patterns) and/or Contributions (Change (drop) in frequency of gifts or change (drop) in average amount of gifts). This helps to identify a person s level of participation. Changed caption of Pledge w/ spouse to Pledge/Give with Spouse. Modified the program to clear the Membership information criteria to prevent it from returning a no records selected message after the first search on a name that is not in Membership. Modified the program to show Organizations added to a new individual record entered through Membership. Modified the program to change the "Moved To" to point to the correct group; previously it was not retaining the changes. Added a message box to alert the user how many 's they are about to send when using Mail Merge. Modified the program to prevent Error This error was occurring if two customized names were the same, now the system will not allow the naming of multiple fields to be the same. Added Custom Setup for Group and Individual setup under Organization. These fields can then be seen under Class. Added the ability to right click on a class under Organization and add a person. Modified the program to show the field Who 1 when set up under Development Steps. Modified the program to prevent the appending of an A to the class name when creating a new organization with just one level. Modified the program to prevent an error 6, overflow error when entering team members in a new team. Modified the program on the team entry screen to clear all fields on the criteria screen when entering a new record. Modified the sort order of the Reaching Individual and the Reaching Visit lists to be consistent, the visits will now be listed in order by profile and then by date. Modified the program when starting a new team and the leader chosen is not assigned to an organization. A message now states that a department or class cannot be chosen until they are assigned to an organization. Changed the Other Relationship options to look at the current date

11 (Standard Roll Report) Utility (Olan Mills Import) Utility (Master Record Info) Risk/SOS Deduction Deduction Employee Employer (Preferences) Run Payroll Checks Processing ACH Vouchers (Print W2 s) (IRS FORMAT- 941) Utility (Change Workers Comp Code) Purchase Order (Criteria) Purchase Order ranges for the relationship type so that it will only print those types that are current. This will affect the Labels, Envelopes, Formatted, and WP reports. Modified the program to pull reports using Application filters if Prospects, Membership, or Miscellaneous Names have been customized by user. Modified the program to correct column overlapping when the birthdate, marital status, and enrolled are included on the standard roll report. Modified the program to prevent an Error 6 overflow error when importing a file from Olan Mills. Added a tab to Master Record for Risk Score Settings, on this tab there are also options to update risk and clear risk. Payroll Added the Box 12 codes of 'AA' and 'BB' to the deduction entry screen. The user will need to setup 401k Roth deduction that is subject to Federal, Social Security, and Medicare taxes with Box 12 and code AA and then do the same for the 403b with the code BB. Added the Box 12 code of 'Y' to the deduction entry screen. Added a new tab to the employee information screen called 'Associated Files', this grid allows users to name and then scan documents to attach to an employees record. Modified the program to change the description for "Sick/Vacation Hours" to be user defined. Modified the program to omit previously selected records when saying to include more records after a payroll has already been run. Added a new option for ACH to mask the routing and bank account numbers on vouchers just the last 4 digits on the right will print. Added the option to order by Home Department on the W2s. Modified the program to report totals for Line 15 on the IRS format 941, previously it was not totaling the monthly deposits for monthly depositors. Added a utility in payroll to change Worker Compensation Codes in Check History. Purchase Order Added project number as field for HTML PO print - FldProjectCounter. Added GL account # range to filter screen.

12 (Criteria) Purchase Order (Preferences) Purchase Order (Preferences) Purchase Order (Preferences) Resources Resources Registrations Event ID CARD Post Invoices to AR Post Payments Post Payments Registration (Pledge File List) (Detail Remittance List) (Detail Remittance List) (Detail Remittance List) (Inactive Pledges) (Status Report-Goals) Added 5 custom text fields to PO entry. All 50 characters each. Added to HTML PO print as FldCustom?(1-5). Also changed preferences to allow for naming the fields and optionally marking as unused if not needed. Added ability to re-label the field 'Shipping' in preferences. The field 'PO#' has been changed to 'PO/CkRq#'. Resource Calendar Modified the program to allow Resources to be edited if an address is not entered when Resource was setup. Modified the program to prevent Error 3639 when multiple users are selecting Resources. Added ability to setup Custom Fields under Event. This fields will appear on the Registration screen when entering Name Badge and Activity informaton. Added a default ID Card design to Registrations. Modified the program to change the way the program identifies the Responsible Party. Modified the program when adding a payment that has all of the check going to unapplied cash to include detail lines in journal entry. Added Company Name to Payment Final List report header. Added ability to use the 'DELETE' key when on the 'Individuals Attending' form. Remittance Modified the program to include date range specified on report if they are using them on a summary pledge list report. Modified the program to page break by details in heading, the Detail Remittance Report will now print subtotals for sorts below the top level. Added totals by area, region, or district, and the subtotal description to the Detail Remittance List. Modified the program to change the detail remittance list to indent and bold subtotals, and to highlight the primary total when printing. Added include inactive pledges option to 'Conference Summary', 'Statements, and 'Pledge List'. Modified the program to total the Status of Goals report by area, region, & district; the report heading will also include complete dates selected instead of just the month. Selections and Lists

13 (Standard Rolls) (Print ID Card) (Standard Card) (Criteria) RISK/SOS (Formatted) RISK/SOS Utility (Import) Bulkmailer Dashboard Dashboard Dashboard- History Login Login Login Security Shelby Tools (Import Modified the program to print marked attendance correctly on Standard Rolls, previously it showed blanks instead of A s and P s. Added the ability to Print ID Cards for selected records. Added the ability to print the Standard Card Visitation Form on different card sizes. Previously it printed only on a 5.5.X 8.5 form size. Added Risk Score Criteria to selection and listings. Added Risk Score to Formatted list options. Servant Modified the program to survey import to prevent error 3617 (object error - multiple-step operation generated errors; check each status value). Shelby MailRoom Added the DPBC field to the delimited file export when exiting the Bulk Mail program. SSMain Modified the program to refresh the 'Recent Module Used' list, previously it-retained modules removed from access rights under security. Modified the program to retain dashboard settings between logins, now items collapsed on panel will remain collapsed upon next login. Added the ability to view history on the dashboard under the My Tree. Modified the program to prevent Error 3604 and Error 3671 when an apostrophe is in the password. Modified the program to show the proper number of users logged in when a user logs in with different capitalization than what is stored, the program was showing it as two users logged in. Modified the program to remove delay in login time when an Internet Connection is not available. Modified the program to hide the Associated Files Tab from users with no rights and to disable the Add New, Update, and Delete buttons when only given Inquiry Rights. Utilities Modified the program to remove automatic link of imported name to 'GF' (Donor/Gifts) when imported record contains area, region, district,

14 GlobaFILE records) Shelby Tools (Change Co, Fund, Dept, or Account #) Query Resource Calendar (Date) Resource Calendar (Export) Resource Calendar (Import) Webview (Import) Webview (Export) WebView (Import) WebView (Import) WebView (Yahoo Maps) WebView (Import) Closing Procedures Database Restructure Print Grid Options mail or no fund appeals information. Modified the program to change the bank Account number on AP Invoices when you run change Account # Utility in Shelby Tools. Shelby Query Modified the program to prevent errors when using a word containing po within a query and Purchase Order Tables do not exist or user does not have rights to Purchase Orders. WebView Modified the program to display the correct date when setting default date. Added the ability to export resources from the resource calendar to WebView Added ability for user to Import Request Calendar events from WebView, and either Approve or Deny those requests. Then the information is exported back to Webview, and an is sent to the requestor with an Approved or Denied status. Added ability to choose a possible match on an import and the ability to edit the fields coming in from WebView. Added ability to choose Custom Group and Custom Member fields to export to WebView from V5. Modified the program to update the When Updated and Who Updated fields on a change to the address made in WebView and then imported back into Shelby. Modified the program to import new individuals to the module specified on record. Modified the program to export only left 5 digits of the zip code to Yahoo maps. Modified the program to use the First Middle name as the Salutation if the individual does not have a Salutation listed. MISC Modified the program when prompted with "Do you wish to add the account" when there is an account in the year being closed but not in the next year so that the account is added properly. Modified the program to delete the Documents database after image conversion is complete. Modified the program to print grid options, when Ctrl P is pressed while the grid has focus, it will ask, "Print to screen? If "No" is chosen, it will export the grid contents to an Excel file.

15 Temporary Backup Added automation to temporary backup that will finalize the process automatically without user intervention. User can use the button Click to Stop Commit which shows # of seconds until it finalizes automatically or user can Hit Enter to Finalize Process Immediately.