v Update Release Notes

Transcription

1 Release Notes v Update Updated: 07/14/ Shelby Systems, Inc. All Rights Reserved Other brand and product names are trademarks or registered trademarks of the respective holders.

2 Release Version v The following are modifications made to the Shelby v.5 programs between versions and Important SQL Server Information for Shelby v.5.10 and v.5.11 Beginning with version 5.10, your DATA SERVER must be running SQL 2005 sp3 or higher. See SQL Server Software Considerations and v.5 Hardware Requirements for more information. If you have any questions, please contact Shelby Support. 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. Enhancements Accounts Payable Adjustments Program now allows multiple adjustments to an existing invoice. Void Checks A pick button has been added next to the check number field on the Void Check screen. After a user selects the vendor, he or she can use the pick button to see all checks for that vendor ordered by descending check date. Once the user selects the item, the check number, check date, and amount fields are populated. The user can then select add to grid. Check In Inquiry Send Text Message Users can now send a text message to any and all guardians associated with the selected individual in Inquiry. If available, the person who checked the individual in will be in bold and defaulted to checked. Deposits on Hand Reports Accounts Due An option has been added to the Accounts Due report to allow users to export the results, creating a.csv file. Page 2

3 General Ledger Account Information Budgets Reports Preliminary Budget Report The following new columns have been added to the Account Information Budget grid: Current Budget, Prior Year Budget, 12 Months Actuals, Current Actuals, Prior Year Actuals, and Prior Year Actuals 2x. Fund/Department totals have also been added to the bottom of the screen based on the row that a user selects on the grid. A check box to Include previous years accounts has been added for the Summary and Total Lines Only report options. When selected, accounts that are not in the current year but are in prior years will show on the report. Multi-Site Link GlobaFILE - Multi-Site Records A warning message has been added that will appear when user changes any GlobaFILE record that is related to a main Multi-Site Record: This GlobaFILE Record is linked to (Site Name) in the Multi-Site Link module. Are you sure you want to change it?. Payroll Reports Mask Social Security Number An option to mask Social Security Numbers (SSN) has been added to the State and Local Taxes, Unemployment, and Workers Compensation reports. When this option is selected, the SSN will be masked in this format: *** ** Miscellaneous Logfile The logfile has been moved to the SSSecurityLog table within the Shelby v.5 database. User Security options for enabling, viewing, and clearing the logfile now apply to the new table. Program Changes Check In Finger/Vein Scanner Changes have been made to incorporate M2SYS Version 7 Software. Page 3

4 Payroll Reports 941 Summary EIC information will no longer be included on the 941 report as it is no longer used if the user selects an end date greater than or equal to Program Fixes Accounts Receivable Payment Processing Payment Processing Accounts Receivable Payment Final Register The Payment Entry screen will no longer lock up when a user enters the Bill To name too quickly before pressing Enter. The Final Register will now correctly pull the Period Name from the fiscal year chosen when posting entries. Previously, it was pulling the name from the Default Fiscal year selected in General Ledger. Appointments Reports Appointee Listing The Appointee Listing report will now sort properly. Check In Bar Code Assignment Add Guardian Check In Procedure Quick Print Check In Procedure Unmanned Touch Remote Check In To address the speed that names appear when adding a guardian, users will now be taken to a pick screen where they can enter letters on which to filter. After the user checks/flags a record and then saves, the new guardian is added. The correct class name will now print when a user is using multi-org check in with Quick Print. Users can now check in by name when using the Guardian Security function. All Check-In information will now be properly imported when using the Remote Check In import. Previously, it was possible for some names to be skipped during the import process. Page 4

5 Contributions Contribution Entry GlobaFILE Search Pledge Information - Update Pledges ShelbyTELLER Import The GlobaFILE search screen will no longer drop characters and spaces when a user is typing. The ACH tab will now be enabled after a user clicks Apply to save a pledge that uses ACH. Previously, the tab was grayed out even though Use ACH remained selected. Default project codes will no longer be lost when a user imports a ShelbyTELLER file. Database Installation Services DBInstall Routines that create the Shelby v.5 database and restructure the database will no longer set the AUTO_SAVE SQL Server setting to ON. General Ledger Account Information Journal Entry Import Adding accounts to multiple funds and departments will now work properly. Previously, users with four-digit company numbers were getting the message The fund number you entered is not valid Journal numbers will now be correctly assigned to journal imported from the GLtransaction table in the Shelby v.5 database. GlobaFILE Globafile Information Utilities MOVEAgent Utilities MOVEAgent When a user is on the GlobaFILE search screen and places the cursor in the middle of a word to make a correction or add some letters, the cursor will no longer jump to the end of the word after user makes a keystroke. The MOVEAgent procedure is no longer causing duplicate address records to be created. Newly corrected addresses should no longer be incorrectly placed in the NCOA Exception address on spouses records. Multi-Site Link General Ledger Fund/Department Information When a user copies Funds/Departments to the Master Chart of Accounts, the master account link will be cleared out. When a user copies Funds/Departments from the Master Chart of Accounts, the master account link in the destination company will be equal to the fund/department from which it is copied. Page 5

6 General Ledger Reports - Chart of Accounts Work List Site Filter Reports 941 Summary Time Clock Import Remittance Processing When a user runs the Chart of Accounts List, the Work List will now show the proper master chart of account descriptions. The Site Filter will now bring up only the first level of sites by default. Additional levels will now load as user clicks on them. This was done to speed up the loading and use of the Site Filter. Payroll When user is running the 941 for multiple companies, the number of employees calculated will now account for all selected companies. A message box will now appear when a user saves Time Clock import pay code mappings that are different than what was last imported. This way users can keep the last mappings instead of them being overwritten every time. Remittance Remittance will now only update and report on items on the processing screen. Selections and Listings Criteria Profile Comments Reports Constant Contact Upload Reports Constant Contact Upload Text Messaging Using Profile Comments criteria with date ranges will now cause program to select all appropriate records. The Constant Contact Upload report will now show all lists. Previously, users with more than 50 lists had those lists omitted. Records should now always upload to Constant Contact when user runs the Constant Contact Upload report. Text messages can now be sent to cell phones regardless of the length of the phone number. ShelbyMAILROOM Bulk Mailer An option has been added to add the Intelligent Mail Barcode (represented in digits) to the tab or comma delimited file that is created at the end of the process. Page 6

7 ShelbyQUERY Query Results The Social Security Numbers will now be decrypted in query results when users use Unions in a query statement. Miscellaneous Check Scanning Dashboard Reports Dashboard Query People Logged In Shelby Services Stored Procedures MICR code will now be correctly parsed, even when the leading position of the check number is blank. Reports pushed to the dashboard from Selections and Listings that only have the GlobaFILE application selected will now show correct results. Previously, the application filter for Membership/Prospects/Miscellaneous Names was applied. The correct logged in users will now be displayed when this query is run. Previously, having multiple databases could potentially return incorrect results. Shelby Services will now update when Shelby v.5 is updated, regardless of whether throttling is in use or a backup is scheduled. Updated stored procedure to include correct spelling of naprofiles. Previously, there was a typo: naproiles. Error Corrections Selections and Listings Reports Constant Contact Upload Error 381 will no longer occur when a user attempts to log in on the Constant Contact Settings tab. ShelbyWEBVIEW Logging In Error 9 will no longer occur when a user opens the WEBVIEW application in Shelby v.5. Miscellaneous Check Scanning Run-Time Error 6163 will no longer occur when a user deletes one of the names on the Select Individuals to Use tab. Page 7