The following are modifications made to the Shelby v.5 programs between versions and sp1.

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2 v sp1 Release Notes The following are modifications made to the Shelby v.5 programs between versions and sp1. Note: See v.5 Hardware Requirements for the latest operating system, database, and computer requirements prior to loading this version. Additional Resources & Supplemental Documents: Additional Resources and Supplemental Documents can be found in the Shelby Community Resource Center. You will need to log in or join the Shelby Community to access these additional resources. Utility Distribution Information Users can now edit Distributions properly. Previously, the program was incorrectly prompting There were no Distributions Detail Records to update when opening a distribution and clicking OK. Attendance Processing Attendance Processing Attendance can now be entered using the enter key or space bar without causing statistics to be incorrect. Worship attendance will now be properly recorded for new members and prospects. In addition, the worship organization will be added to their records. Inquiries The Acquire/View button will now be active when a user views data in posted journals. General Ledger - Multi-Select The multi-select tool will now properly retain selections when a user adds new funds or departments. Page 2

3 v sp 1 Release Notes Reports 941 Summary On the 941 Informational Format the lines will now print in correct alpha-numeric order. User Security The Logged In Now column will now properly indicate the users who are logged in to Shelby v.5. ShelbyTOOLS - GlobaFILE Record Import Error 3639 will no longer occur when a user attempts to use the GlobaFILE Record Import utility on a database without Check-In and Small Groups. The following are modifications made to the Shelby v.5 programs between versions and Note: See v.5 Hardware Requirements for the latest operating system, database, and computer requirements prior to loading this version. Additional Resources & Supplemental Documents: Additional Resources and Supplemental Documents can be found in the Shelby Community Resource Center. You will need to log in or join the Shelby Community to access these additional resources. Default Distribution An option has been added to select the default distribution in Vendor Information. When entering invoices, after tabbing into the detail grid, the program will check the vendor record for distributions and populate the detail. Page 3

If the vendor does the user will be prompted to indicate whether or not he or she wishes to use it.

An option has been added to the Aged Analysis report to Include Invoice and Due Date. When selected, this adds two columns to the report.

4 v sp1 Release Notes Invoice Processing Reports Aged Analysis When a user clicks the Use Distribution button the program will now check to see if the selected vendor has a default distribution. If the vendor does the user will be prompted to indicate whether or not he or she wishes to use it. If the user clicks No (or if no default distribution is set on their record) then the user will be allowed to pick from the list of available distributions. An option has been added to the Aged Analysis report to Include Invoice and Due Date. When selected, this adds two columns to the report. Utility Distribution Information An All Companies option has been added to the Add/Change Distribution Information screen. Selecting this option allows the distribution to be used in any company. Vendor Class Users can now set up a Vendor Class in Control Table Information where defaults for various items can be specified. The following fields can have default values associated through a Class: Fund, Dept, Account, Default Distribution, Default 1099 Status, Product Line, 1099R Box 7 Codes, Terms, Approval, Print on Check, Contact Name, and Memo. Users can select a Class in Vendor Information, which will populate fields with their default values. Vendor Class is also now available as a filter in Process Checks and on Reports. Page 4

v.5.13.1000 sp 1 Release Notes Reports Summary information will now be located at the top of Bank Reconciliation reports. An option has been added for Include Detail, which is selected by default.

Account Information Budgets Users can now enter Budgets directly on the Account Information screen for accounts where the Distribution type for the budget is set to Annual.

5 v sp 1 Release Notes Reports Summary information will now be located at the top of Bank Reconciliation reports. An option has been added for Include Detail, which is selected by default. When this option is not selected only the summary information will show on the report. Account Information Budgets Users can now enter Budgets directly on the Account Information screen for accounts where the Distribution type for the budget is set to Annual. Budgets added in this fashion will be distributed as annual. Company/Year Information Inquiry An option has been added to Company/Year Information to Require Date of Entry/Post to Period Match on Sub Ledger Journals. With this option selected any application that posts entries to the General Ledger will require the period and date of entry to match. If these do not match the user will receive a prompt detailing the discrepancy. The user can then click OK and make the necessary changes. The Inquiry screen has had the following enhancements: A Year pull-down filter has been added. Added Include/Exclude Funds and Dept. filter which provides the ability to select multiple Funds and Departments. The Period filter has been changed to Period From and Period To filters. Note: You cannot span fiscal years in the period range. An option to Include Account Balance Tab has been added. When this option is selected, all Account Balance and Detail Inquiry filters with the exception of the period range are disabled. When a user clicks OK a third tab titled Account Balance will display. Tab displays fund, dept, account, description, as well as opening, period, and ending balances. Page 5

v.5.13.1000 sp1 Release Notes Journal Entries An option has been added when users create a manual journal entry to Create Reversing Journal in Next Period.

Features of this journal: It is created in the next period on the first day of the period It is not editable (inquiry mode only) It is automatically adjusted if

Deletion of the original journal deletes the reversal automatically Reversal cannot be altered or deleted manually If option is de-selected on original journal,

6 v sp1 Release Notes Journal Entries An option has been added when users create a manual journal entry to Create Reversing Journal in Next Period. When selected, a reversing journal is created. Features of this journal: It is created in the next period on the first day of the period It is not editable (inquiry mode only) It is automatically adjusted if changes are made to the original journal. Deletion of the original journal deletes the reversal automatically Reversal cannot be altered or deleted manually If option is de-selected on original journal, reversal is deleted It is finalized when original is finalized Dashboard My Status Queries Shortcut Parameters The PO Approval Paths and Authorized Requisitions query has been added to the My Status options for the Dashboard. The data path can now be passed as a parameter in the Shelby v.5 shortcut s target properties. Syntax example: "C:\SHELBY\ssv5.prg\SSMainV5.exe" /p C:\shelby\ssv5.dat Page 6

After making selections and clicking OK users will be prompted to save them.

When using a prior selection the Save button will save changes to the selection while the Remove button will remove the saved

General Ledger Multi-Select The name of the saved selection currently in use will now be displayed beneath the Multi-Select button.

whenupdated, and whoupdated. This was done to track the creation and updating of logins within User Security.

7 v sp 1 Release Notes General Ledger Multi-Select Groups of companies, funds, and departments can now be saved in the Multi-Select. After making selections and clicking OK users will be prompted to save them. In the future saved selections can be chosen from the pull-down menu. When using a prior selection the Save button will save changes to the selection while the Remove button will remove the saved selection from the pulldown menu. General Ledger Multi-Select The name of the saved selection currently in use will now be displayed beneath the Multi-Select button. Database Tables ssusers Log File Log File The following new fields have been added to the ssusers table: whensetup, whosetup, whenupdated, and whoupdated. This was done to track the creation and updating of logins within User Security. Records already in the table before this update will have these new fields populated with Supervisor and the dates will be the date that the new fields were added to the database by the database restructure. Log entries for adding, deleting, or updating a login will now consistently show in the following format: User was updated/added/deleted. Example: Stephen O received full rights. The SSSecurityLog table is now noting unsuccessful logins as well as whether the login or password was incorrect. Page 7

v.5.13.1000 sp1 Release Notes Log File A Windows Login field has been added to the SSSecurityLog table. The Windows Login ID is now recorded for each table entry.

Options have been added which allow a user to access User Security while logged in to Shelby v.5 under his or her own login.

8 v sp1 Release Notes Log File A Windows Login field has been added to the SSSecurityLog table. The Windows Login ID is now recorded for each table entry. User Security User Security Newly-created users will now default to having no rights within User Security. Previously, newly-created users defaulted to having full rights. Options have been added which allow a user to access User Security while logged in to Shelby v.5 under his or her own login. The following security levels have been added concerning User Security: SLR Supervisor Login Rights Gives access to User Security Set Up through a button on the bottom of the Shelby Menu. Note: You must click the Shelby Menu link on the Dashboard to see the User Security button. Supervisor User Information Allows users with SLR rights to access the Supervisor options by updating the supervisor user. Lock out all Users Log File Allows or prevents access to the Log File button in User Security Set Up. o Enable Log o View Log o Clear Log SLR User change own rights Allows or prevents users from changing their own security rights. User Security A security level has been added for General Ledger Drilldown. This level lets users assign or deny access to the drill down in Journal Entries and Inquiry. Note: The one security option controls drill down access for both areas. Page 8

9 v sp 1 Release Notes User Security A security level has been added for Create Reversing Entries. This level lets users use the Create Reversing Journal in Next Period when creating manual journal entries. Reports 941 Summary Updated Form 941 to conform to 2013 federal standards. Utility Tax Table Information Utility Tax Table Information Tax Tables have been updated with changes to State and Federal Taxes for The following states have changes: California, Colorado, Georgia, Hawaii, Idaho, Illinois, Kansas, Kentucky, Maine, Maryland, Michigan, Minnesota, Nebraska, New Mexico, New York, North Dakota, Oklahoma, Oregon, Rhode Island, and Vermont. Tax Tables have been updated with changes to Medicare Taxes. Wages paid in excess of $200,000 in 2013 will be subject to an extra 0.9% Medicare tax that will only be withheld from Employee wages. Employers will not pay the extra tax. Credit Card Tracking Positive Pay The WhenSetup date/time stamp will no longer be changed when a user modifies, saves, or posts Credit Card transactions. This was causing scanned images to erroneously display on incorrect transactions in Acquire/View. ACH transactions will no longer be included in the Positive Pay file. Process Checks Reports Invoice Listing Select All and Deselect All will no longer affect invoices selected by other Shelby users. The Unpaid As Of pull-down menu will now display the appropriate period information based on the Company selected. Payment Processing Misc. Cash When a user uses Misc. Cash to split a payment between funds entries will now be sent to the proper accounts in Bank Reconciliation. Page 9

10 v sp1 Release Notes Reports Aged Trial Balance Reports Monthly Statements Reports Payments The correct information will now be displayed when a user selects an option from the Unpaid at end of pull-down menu. Statements can now only be ed if the Paper Type for the selected Form in Modify Statement Design is set to Laser (1 form per page). If the Paper Type is set to Continuous Feed then the user will be prompted that this must be changed in order to statements. The payment report will now display correct information for revenue centers when a user selects the Summary format. Attendance Processing Import Scanned Attendance Statistics The CS3000 scanner is now correctly labeled on the Import Scanned Attendance screen as CS3000 Mini Scanner. The program will now store the Enrolled status when attendance is initially entered so that future adjustments will affect statistics properly. When a user changes attendance markings on a previously posted meeting for individuals whose Enrolled status has changed the statistics for Members Present and Visitors Present will now be correctly adjusted. Check In Procedure Receipt Design Individuals will now be checked in properly when a user has the By Family and Allow individuals to check in to multiple organizations at one time options selected in Check-In Preferences. Previously, some users were getting the message Not assigned to any class. Wording for Guardian options in Receipt Design has been changed to better reflect the person performing the action (e.g., Guardian (Checking Out/In) Picture). General Ledger Fiscal Year Closing Closing Procedures will now only add accounts that a user specifies when copying accounts to a newly created year. Page 10

11 v sp 1 Release Notes Reports - Statements Statements can now only be ed if the Paper Type for the selected Statement Format in Modify Statement Design is set to Laser (1 form per page). If the Paper Type is set to Continuous Feed then the user will be prompted that this must be changed in order to statements. Reports - Statements Statements can now only be ed if the Paper Type for the selected Statement Format in Modify Statement Design is set to Laser (1 form per page). If the Paper Type is set to Continuous Feed then the user will be prompted that this must be changed in order to statements. Sync New registrations imported through e-solutions will now have the selected module (e.g., Membership) properly assigned. This will allow them to get exported back out to the e-solutions database in the export. Reports Detail Ledger Reports - Income & Expense Statement The Detail Ledger report will now correctly suppress zero balance accounts when a user selects the Suppress Zero Balance Accounts option. The project summary will now be properly listed when a user runs the Income & Expense Statement using the Beginning and Ending Acct # ranges or when selecting specific accounts. Contributions BankOne Import GlobaFILE Envelope # s The BankOne file will now import properly for Multi-Site customers. Envelope numbers are no longer able to be duplicated within a site. Selections and Listings Criteria Area, Region, and District Area, Region, and District will now be available as Criteria when the option has been selected to include them in GlobaFILE Preferences. Page 11

12 v sp1 Release Notes Modify Statement Design Reports - Statements Intelligent Mail Barcode is now an available option on the Heading/Footing tab of Modify Statement Design. Statements can now only be ed if the Paper Type for the selected Format in Modify Statement Design is set to Laser (1 form per page). If the Paper Type is set to Continuous Feed then the user will be prompted that this must be changed in order to statements. Reports Group - SMTP Selecting one of the Previous HTML Files when sending s will now result in the being sent out correctly. Previously, blank s would sometimes be sent when a user selected a file in the Previous HTML Files pull-down menu. Windows Login Users whose Windows log in name is Supervisor are no longer able to go straight into User Security when the option to Use Windows Login is enabled. They will now have to log in normally. Servant Information Survey information will no longer be deleted when a user clicks the Direct Referral button. Positive Pay Reports Invoice Listing Error 53 will no longer occur when a user is paying invoices using Positive Pay without having an entry selected for the Control File in Bank Reconciliation > Positive Pay Information. Error 3604 will no longer occur when a user with account rights set up in General Ledger runs the Invoice Listing report using Unpaid As Of for a specific period. Shelby Teller Import Error 91 will no longer occur when a user imports pledges from Shelby Teller. Page 12

13 v sp 1 Release Notes Utility Combine Names Error 94 will no longer occur when a name being combined has a profile comment without a start date. Application Launch Error 91 will no longer occur when a user who has no rights to any approval paths launches Purchase Order. Page 13

v Update Release Notes

v Update Release Notes v5.10.1000 Update Updated: 10/11/2010 2010 Shelby Systems, Inc. All Rights Reserved Other brand and product names are trademarks or registered trademarks of the respective holders. Release Version v5.10.1000