2024 Release Notes

December 17, 2024 (No Version Change)

Enhancements

Accounts Payable

  • Reports > 1099s: Updated the Efile service for 1099-MISC for the year 2024.
  • Reports > 1099s: Updated the Efile service for 1099-INT for the year 2024.
  • Reports > 1099s: Updated the Efile service for 1099-NEC for the year 2024.

Loan Processing

  • Reports > 1098s: Updated the Efile service for 1098 for the year 2024.

Payroll

  • Reports > W 2s: Updated the Efile service for W 2s for the year 2024.
  • Reports > ACA Reporting: Updated the Efile service for 1094-B for the year 2024.
  • Reports > ACA Reporting: Updated the Efile service for 1094-C for the year 2024.
  • Reports > ACA Reporting: Updated the Efile service for 1095-B for the year 2024.
  • Reports > ACA Reporting: Updated the Efile service for 1095-C for the year 2024.

 

December 10, 2024 (Tax changes only)

Enhancements

Payroll

  • Tax Revisions: The following Tax Tables were updated for 2025. See all 2025 – Updated Tax Revisions
    • Arkansas
    • Georgia
    • Idaho
    • Illinois
    • Indiana
    • Kansas
    • Massachusetts
    • Maryland
    • Minnesota
    • Mississippi
    • North Dakota
    • Ohio
    • Utah
    • Vermont
    • Virginia

 

October 22, 2024 (Version 14.5.1 Hot Fix)

Fixes

Deposits on Hand

  • Reports > Monthly Statements: Emails for Monthly Statements are now being sent to account holder correctly.

General Ledger

  • Reports > Statement of Financial Position: The report generated using an optimized stored procedure, now displays detailed account information along with totals for each account group when the report is run.

 

September 18, 2024 (Version 14.5.0)

Enhancements

Accounts Receivable

  • Reports > Monthly Statements: Added a confirmation message prior to sending emailed statements that will allow user to cancel and not send or to continue.

Deposits on Hand

  • Reports > Monthly Statements: Added a confirmation message prior to sending emailed statements that will allow user to cancel and not send or to continue.

Remittance

  • Reports > Statements: Added a confirmation message prior to sending emailed statements that will allow user to cancel and not send or to continue.

Fixes

Accounts Payable

  • Reports > 1099s: Fixed an error for some users when selecting the option for 1099’s under the Reports menu.

Accounts Receivable

  • Manage > Payment Processing: Fixed an issue where unapplied cash was being lost when processing Miscellaneous Cash payments.
  • Reports > Monthly Statements: Fixed the statements so that when the option “Send Statements without PDF security?” is selected, the statements are sent even if the customer has no phone number on file.

Donors And Gifts

  • Reports > Statements: Fixed the statements so that when the option “Send Statements without PDF security?” is selected, the statements are sent even if the customer has no phone number on file.

General Ledger

  • Modify > Budget Information > Import/Export Budgets: Fixed an error when exporting budgets for a large chart of accounts.
  • Modify > Budget Information > Import/Export Budgets: Corrected an issue where new companies got an error when they attempting to export budgets for the first time. 
  • Modify > Chart of Accounts: Fixed an issue that was causing new accounts to be assigned to other levels if the user had done a selection during prior account creations.
  • Reports > Statement of Financial Position: Fixed the regular Statement of Financial Position report so that it calculates across Super Funds (if they are being used) when using the option for 'optimized report'.
  • View > Posted Journals Inquiry: Fixed the screen to prevent an error when loading large amounts of data.
  • Reports > Special Reports > Statement of Activities: Fixed the Statement of Activities report under Special Reports to report properly when account structure levels are not specified in the filters and the option to use “Optimize Report” is selected.
  • Reports > Comparative Trial Balance: Fixed an error that was appearing when selecting to use 'revised budget'.

Remittance

  • Reports > Statements: Corrected an issue that was causing Remittance statements not to send via email when the option to 'Send without PDF security' was selected and the church record did not have a phone number on file.

Utilities

  • Utilities > Combine Duplicates: Fixed the Combine Duplicates routine so that it doesn't lose the Alternate ID.

 

July 24, 2024 (Version 14.4.2 Hot Fix)

Fixes

General

  • Account Search: Fixed an error that was appearing for new users when searching for accounts throughout the program.

Payroll

  • Reports > 941 Summary: Fixed an error processing the EFile of 941s through the Nelco portal.

 

July 2, 2024 (Version 14.4.1 Hot Fix)

Fixes

Accounts Payable

  • View > Transaction Inquiry: Modified Filters to include an option for each category of transactions entered. Prior to this change, 'Quick Checks' would show under 'Invoices', and 'Send EFT to Manage Payments' would show under 'Electronic Funds Transfer'.

General Ledger

  • Manage > Budget Information: Fixed an error that was appearing when editing/saving budgets if the user was going in to edit budgets for the first time.

 

June 20, 2024 (Version 14.4.0)

Enhancements

Accounts Payable

  • Manage > Payment Processing: Changed the date format for the Check Date in pre-printed checks to display as MM/DD/YYYY instead of M/D/YYYY.
  • Reports > 1099s: Added a Vendors filter to the 1099 report filters.

Accounts Receivable

  • Manage > Unposted Invoices > Import Transactions: Added an option to “Use Invoice Number in Excel file” when importing transactions (if provided), or to have the program assign it automatically. Also, fixed the import to group detail lines properly based on invoice number.

NOTE: If your file has the same invoice # on multiple lines for the same customer, the import creates one invoice for those lines. However, if "Save Invoice Detail as Separate Invoices?" is selected in Modify > Company Information, a separate invoice is created for each line.

Bank Account Management

  • Modify > Bank Account Information > ACH Information: Added a new field to the batch record of the ACH file format for companies who need to record “Company Discretionary Data”.

General Ledger

  • Enter > Manual Journals: Added the ability to save a journal with zero-dollar amounts. The transaction must have two detail lines (with assigned account numbers), and a note must be present. 
  • Reports > Special Report > Statement of Financial Position: Added option to run an optimized version of the Statement of Financial Position under Special Reports.
  • Reports > Special Report > Statement of Financial Position: Added option to run an optimized version of the Special Report Statement of Financial Position by Fund.
  • Reports > Special Report > Statement of Financial Position: Added option to run an optimized version of the Statement of Financial Position by Period under Special Reports.
  • Reports > Trial Balance Worksheet: Added option to run an optimized version of the Trial Balance Worksheet report.

Payroll

  • Manage > Payroll Processing: Changed the date format for the Check Date in pre-printed checks to display as MM/DD/YYYY instead of M/D/YYYY.

Pension Billing

  • Utilities > Export/Import Appointee Information: Added a new feature allowing Appointee Information to be exported to an Excel file using this utility, and the same file can then be modified to update existing appointment information, as well as to insert new appointments. See more information. 

Fixes

Accounts Payable

  • View > Transaction Inquiry: Corrected an issue that was causing the Credit Card Charges filter to display all transaction types.

Donors And Gifts

  • Reports > Statements: Corrected an issue causing Detail Data to not display when using Columns 1-9 on statement designs. 

General Ledger

  • Modify > Company Information: Fixed an error that occurred when creating a new company in a brand-new blank database.
  • Manage > Recurring Journals: Fixed an issue where the Transfer Recurring Journals was not including the attachments during the transfer.
  • Reports > Detail Ledger: Fixed an error running the Detail Ledger report when the company has long account numbers, multiple levels, and long journal descriptions.
  • Reports > Journal History: Fixed an issue that was causing the Journal History report to show in portrait orientation for some users.
  • Reports > Journal History: Fixed error loading the Journal History report in some instances.

Insurance Billing

  • Reports > Employee: Fixed the employee Status filter for the Employee Report so that it returns the correct number of names based on the selected Status.

Payroll

  • Manage > Manual Checks: Fixed an issue that was causing the State, Local, and County tax information to be removed when editing an existing manual check.
  • Reports > W 2s: Fixed the W 2 printed form to mark the check box for Third Party Sick pay when there are manual checks in history using Third Party Sick Pay, even if this is not selected in the employee record.
  • Modify > Deduction Information: Fixed the OK button when entering a new Distribution so that it did not function as if the user clicked Apply.
  • Reports > W 2s: Corrected an issue that was causing RS records to duplicate when an employee had Oregon Taxes withheld. 

Portal

  • Accounts Receivable: Fixed an issue with the portal taking a long time to load unposted invoices if the Bill To had too many invoices on file.

Remittance

  • Reports > Status Report: Fixed the Status Report 'Paid to Date' column to honor the Remittance Date filter.
  • Manage > Unposted Remittance: Fixed an issue that was causing voided gift amounts to be included in the 'Received Total' that displays in the Remittance Entry grid.  

April 17, 2024 (Version 14.3.1)

Enhancements

Payroll

  • Reports > 941 Summary: Updated the EFile service for the 2024 941 forms submitted through Nelco.

 

March 19, 2024 (Tax changes only)

Enhancements

Payroll

 March 14, 2024 (Version 14.3.0)

Enhancements

Accounts Payable

  • View > Transaction Inquiry: Improved the speed in which results are loaded when using the View > Transaction Inquiry grid when using the Vendor filter.

Donors And Gifts

  • Modify > Purposes: When adding a new purpose or editing a purpose, you can now select a different fund than the fund used in the Bank Account.

General Ledger

  • Expensify Integration: The ability to import Expensify transactions into the Financials General Ledger is now available for customers using a paid Expensify Business account. This value-add feature makes it easy to import approved invoices if you are using Expensify to help manage reimbursements for employees. See Expensify Integration in the online help for more information. Also, watch this Expensify Overview Video.
  • Modify > Budget Information > Import/Export Budget: Added an “Export to a single worksheet” check box. When left un-checked, the export works in the traditional way (one worksheet per department).
  • Reports > Designated Fund Summary: Added an Export Option for “Excel”. Previously, it only had a CSV export.
  • Reports > Detail Ledger: Made changes to speed up the time that it takes to close General Ledger reports.

Payroll

  • Reports > 941 Summary: Updated 941 form for 2024 and eliminated extra fields that are no longer used in the new form.

NOTE: Although the printed PDF Form 941 has been updated for 2024 Quarter 1, the E-file option has not yet been updated. We expect to have an update for the E-file option in April.

 

Fixes

Accounts Receivable

  • Reports > Aging Period Summary: Corrected the Receipts column in the Aging Period Summary report to filter properly when using Sources.

Donors And Gifts

  • Reports > Gift List: Fixed the “Clear Preferences” option to clear out the Purpose, Motivations, Media, and Project filter selections.
  • Manage > Unposted Gifts: Fixed an error that could occur if any of the unposted batches contained gifts with no setup information.

General Ledger

  • Modify > Account Structure: Corrected an issue with the screen refresh on the Account Structure page. The system no longer resets to page 1 after the page refresh when attempting to edit Fund/Dept levels. 
  • Modify > Year and Periods: Corrected an issue when manually adding a new year. The grid was not displaying the correct reference of all levels being copied from the prior year.
  • Reports > Special Reports: Fixed the Statement of Activities report under Special Reports to prevent duplicate lines and to show headings and reverse signs when using the option to optimize the report.
  • Manage > Unposted Journals: Fixed an issue where if the user tried to edit the journal description of a Bank Account Management journal, it would revert back to the default description.

Loan Processing

  • Reports > Lists: Updated the Trial Balance report to show all loans and not just the ones with activity in the selected date range. 

Payroll

  • Reports > 941 Summary: Fixed the 941 Summary IRS Format to print the plus four digits of the company zip code if entered in the Other Information screen.

Remittance

  • View > Inquiry: Fixed the screen to show pledges for donors with no remittances on record.

February 19, 2024 (Tax changes only)

Enhancements

Payroll

January 23, 2024 (Version 14.2.2 Hot Fix)

Fixes

Payroll

  • Reports > W2s: Fixed Payroll W-2s handling of foreign country codes in printed form, E-File, and electronic file format.

January 3, 2024 (Tax changes only)

Enhancements

Payroll

 

Updated

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