Church Office V. 4.3C

Released 05/09/08

Families
• Corrected problem in which changing an ID/envelope number was not recorded in the user log file. (KBase Article 21361)

 Processes
• Corrected problem in the Carry Forward Balances and Prepayments process. When “Yes” was selected for the option “If a family does not have a balance or prepayment should a new fund period be opened anyway?”, multiple fund periods were added to families who had balances or prepayments. (KBase Article 21404)

Reports
• Corrected problem in which report information printed incorrectly for certain EFT fields. (KBase Article 21456)
• Enhanced envelope export reports with a second .txt file that contains the on-screen summary (including the total number) and a final line in the export file stating the total number of records. (KBase Article 21438)

Bulk Mail/CASS
• Updated EZ-Mail to use new postal rates.

Church Office V. 4.3B

Released 03/19/08

Users and Passwords
• Corrected problem with funds marked for “All Access.” Message displayed “fund password maximum reached” before it actually was. (KBase Article 14914)

Quick Posting and EFT Processes
• Corrected problem in which the ID/Env total did not display or displayed incorrectly. (KBase Article 21082)
• Corrected problem in which the sacrament location was not posted when using the Dates process. (KBase Article 21255

Reports
• Corrected problem in which a name field erroneously displayed deceased members. (KBase Article 21222)
• Corrected problem in envelope export which caused periods or decimals to be replaced with blank spaces. (KBase Article 21221)

Bulk Mail/CASS
• Updated EZ Mail postal forms to match the current forms from the USPS. (KBase Article 21209)
• Corrected problem in which EZ Mail wrongly assigned some mail to the BMC discount category. (KBase Article 21280)

Church Office V. 4.3A

Released 02/18/07

Church Office V. 4.2H

Released 01/22/08

System Processes
• Corrected problem in which the CASS import process did not update data. (Kbase Article 21049)

Church Office V. 4.2G

Released 01/02/08

Users & Passwords

Church Office V. 4.2 F

Released 11/27/07

Reports
• Corrected problem in which saved additional selections using Sacrament Place value did not work correctly. (Kbase Article 20746)

Church Office V. 4.2 E

 Released 10/17/07

Church Office V. 4.2 D

Released 9/17/07

Reports 
• Added the ability to identify the approximate sacramental date on certificates. 

Families 
• Corrected problem with the PDS program placing the title in the First Name field if only a title and last name were entered. (Kbase Article 20506)

Church Office V.4.2 C

Released 8/16/07

Reports
• Corrected problem with the Member Involvement Report only generating the first page of the report when the “Print each ministry on a separate page” option is selected and specific ministries are selected to print. (Kbase Article 20392)

 Church Office V. 4.2 B

Released 7/20/07

Quick Postings & EFT Processes
• Corrected problem with the report for User Defined Keywords quick posting process displaying the same information in the Old Value and New Value columns. (Kbase Article 20293)

Families
• Corrected problem with the City/State Keyword field not retaining changes made to it. (Kbase Article 20355)

Church Office V. 4.2 A

Released 6/18/07

Quick Postings and EFT Processes
• Added Smart Payment Solutions to the EFT interface.
• Added Faith Direct to the EFT interface.
• Added the ability to double-click a line in the 5/3 Bank EFT list to add an account number to a family.

System Processes
• Corrected problem with the EZ-Mail trays.

Families
• Corrected problem with Senor being changed to Sister in the Formal Salutation field. (Kbase Article 20192)
• Corrected problem with the 2nd ID field not populating when you perform a Quick Lookup by Family ID/Envelope.

Reports
• Corrected problem in which the summary of the Family Information on the Delinquency Report was displaying and printing incorrect fund names. (Kbase Article 20199).
• Corrected problem that occurred when printing the Family Directory with or without pictures. If the member’s name was entered in all capital letters and the member’s last name was different from the last name listed for the family, the member name would print in all capital letters. (Kbase Article 19971)
• Corrected problem with the Full Page Confirmation Certificate not printing the Performed By name. (Kbase Article 20084)
• Corrected problem with the Member Letter History report printing all members in the program when only certain members were selected to print.
• Corrected problem with member names not printing on the Member Letter History Report. (Kbase Article 20004)
• Corrected problem with the Adult Initiation Certificate not printing the month of birth. (Kbase Article 19965)
• Corrected problem with the Family Roster not printing families when a member was marked as “Other”. (Kbase Article 20035) 

Members
• Corrected problem in the Sacrament Information window where if the default place was selected, the place name would not display. (Kbase Article 19964)

Other
• Improved F1 help. To view a help topic related to the window you are currently viewing, press F1.
• Included visual enhancements to online help.

Church Office V. 4.1 H

Released 5/14/07

System Processes
• Added the new EZ Mail postal rate changes.

Church Office V. 4.1 G

Released 3/30/07

Reports
• Corrected misspelling of the word Sponsor on the Family Registration and Abbreviated Registration forms (Knowledge Base Article 19941).

Other
• Corrected problem in which F1 help was not working in Microsoft® Windows Vista™ (Knowledge Base Article 19851).

Church Office V. 4.1 F

Released 2/16/07

Reports
• Corrected problem in which the Statement of Weekly and Activity Totals report was not calculating amounts correctly.
• Changed the name of the Charitable Tax Report to Charitable Contributions Report.
• Corrected problem in which a phone number was not being pulled for the Member Involvement Talent/Ministry Listing report if a member did not have a phone number listed on their record but there was a phone number listed on their family record.
• Added the Itemized End of Year Statement.

Families
• Corrected problem in which the colored arrow on the Alternate Address tab did not change when you changed the active date of the alternate address until after you have left and viewed the family again.
• Corrected problem in which the Save button was disabled on the Picture Remarks window if you accessed it after you had saved information in a different window.
• Corrected problem in which the titles for Members were incorrect when you selected S/S for the family title.
Backup and Restore
• Corrected problem in which the PDS program froze when attempting to restore data on a Vista Operating System.

Processes
• Corrected problem in which the Quick Add of Members was assigning new ID/Env numbers to families who already had an ID/Env number that was not being used.
• Corrected problem in which the Number of Entries in the Quick Add of Members report always printed zero.

Quick Postings and EFT Processes
• Corrected problem in which the Fund Keyword 1 and Fund Keyword 2 were erased in Quick Posting of Terms and Rates if you reviewed the details of the family before posting the information. 

Easy Lists
• Corrected problem when more than five User Keywords were set up. Some of them disappeared when viewing the User Keyword Easy List.

Church Office V. 4.1 E

Released 1/17/07

Reports
• Corrected a problem in which the frequency was incorrect on the Statement with Recap of Activities report.

Families
• Corrected a problem which caused the Active Only option in the View Listing window to change to Both Active and Inactive each time Quick Lookup was used.

Processes
• Corrected a problem in which duplicate fund periods were created when using the Move Fund process.
• Corrected a problem in which rates were added for inactive as well as active members when setting up new year funds.
• Corrected a problem in which the New Year process deleted old information.

• Some reports were not printing Unlisted phone numbers in the manner asked for on the report wizard.
• Using an additional selection of Sac Place when a country had been entered for the sacrament place used in the selection was not finding the members using that sacrament place.
• The substantiation page of tax statements was sometimes printing Quid Pro Quo amounts twice.
• The Statement with Recap of Activities report was printing incorrect frequency information for the total if a Group Total was used for the group instead of using a Balance.
• The Member Statistics Report was printing the wrong numbers for some fields when a Ministry or Ministries were chosen on the report options screen.

• When changing a family name, sometimes the program was not correctly changing the name of the Head.
• When using the Quick Lookup button to look for a phone number, the program was not finding the phone number if it belonged to a member rather than a family.
• The Quick Lookup command on the Family View Listing screen was always resetting the radio button to Active and Inactive.

• Using the Remove Rate button to delete a rate that had a Rate Change applied to it was not removing the System Rate change entries from the History screen.

• When adding a new member to an existing family, if you went to the Family Screen first, then added the member, the member type was defaulting to Head before the cursor went to that field.
• When using a shared data set, the program was allowing you to reassign a member that was visible in one of the programs to a family that was not visible in that program. This caused strange results in that program where you could sometimes see the member, but could not access the family information. The program has been changed so that if the member will be reassigned to a family, that family will automatically be made visible in all programs where the member is visible.
• Changing the Birth Date for a member on the General Sacraments screen was not recalculating Day of Birth, Month of Birth or Year of Birth, so certificates were printing the original date before it was changed.

• Consolidating a multi-year fund into yearly totals sometimes was locking up.
• The wrong password was being checked for access to the Fund Setup screen. If the user had no access rights to the family fund screen it was not allowing access to the Fund Setup Screen.
• If the Program Access tab is displayed on the Fund Setup screen when you click on the Add Fund button, it was displaying an Access Violation error.
• When deleting a fund on the Fund Setup screen, if a Quick Posting of Payments batch had been saved to finish later which used the fund being delete, that information was not being removed from the posting batch.

• The rate information shown for verification purposes on the Quick Posting of Payments process screen was not reflecting rate changes.
• Clicking the Back button during the Quick Posting of Terms & Rates process while on the listing screen, then changing something could change the information on the wrong family.
• When using the Quick Posting of Terms & Rates process, clicking in the ID field sometimes blanked out other fields.

• When using the TMS transfer type in the EFT process, if a transaction had a code of 03 for returned, the program was including that transaction as a payment in the report totals. It now posts the transaction as an ignore type with a check number of EFT-ISF.
• Using the Check Status of a Batch process was reporting all transactions as being cleared.
• Using the Check Status of a Batch process, any time an EFT entry does not clear due to an error condition, the program now makes an entry with this information in the log file.
• Added the ability for the ParishPay file to have an additional Activity name as the last field in the file. The program now posts to the activity specified if one is present.
• We added a new transfer type for Faith Direct to the EFT process. To contact them:

Contact: Melanie McDonald

Phone: 866-507-8757

Web site: www.faithdirect.net

E-mail: info@faithdirect.net

• The Restore Data process now recognizes files with the church’s site number as part of the file name as valid PDS backup files to make it easier to restore backups made at the ACS office.
• Using the Print Statistics button on the Mass Attendance dialog was displaying the error “division by zero.”
• If no e-mail address was entered for the church on the license screen and you chose to use the CASS Export process, but then clicked on Cancel, the program was locking up.

Church Office V. 4.1 C

Released 9/15/06

Quick Postings and EFT Processes - Enhancement

• Added GFTS e-Giving to the list of companies that you can use with Quick Postings and EFT Processes.

Reports - Correction

• Corrected a problem that occurred when the Include Separate Statements when Using Additional Selections option was not selected. The number of statements generated was incorrect.
  
• Corrected a problem that occurred when users selected the Use in Monthly Breakdown and Recap option under Specify How to Print the Group. The months printed incorrectly on the Billing Statement.
  
• Corrected a problem that caused the Frequency of Contributions/Payments report to display the incorrect frequency. This occurred when users set up Terms & Rates for the fund on the Contributions record.
  
• Corrected a problem that occurred when the Summer Address was selected. The alternate address was not used if it was in the date range of the labels.

Users & Passwords - Correction

• Corrected a problem that occurred if users had view-only access to the Users & Passwords window. The user could not change their password. The program saved the user accounts with no passwords.
  

Quick Postings & EFT Processes - Correction

• Corrected a problem that occurred when using Vanco for the Electronic Fund Transfer. If Vanco was selected for the EFT, the command buttons in the wizard did not function.
  
• Corrected a problem with Quick Postings & EFT Processes that occurred when posting payments and selecting to add or change a rate. An incorrect address change was recorded in the User’s Log instead of the Add/Change Rate.
  
• Corrected a problem that occurred with Quick Postings for Geographical Areas. The values posted correctly, but they did not print correctly.
  

Fund Setup - Correction

• Corrected an error that reported Unused Activities after a transfer of activities.
  
• Corrected a problem with the Delete/OK button in the Delete Fund Period window. If you selected Mark All in the Delete Fund Period window, the Delete/OK button did not display.
  

Families - Correction

• Corrected the text in the Add Family window. The program stated that information was not available in the Church Office program, but it might be available in School Office or Formation Office. This occurred even if the programs did not share data.
  

Processes - Correction

• Corrected a problem that occurred when running the Compare Parish Data to Diocese Data Mailing List process. The Diocese column on the report did not include the ZIP codes, and the Parish column did include ZIP codes.
  

System Processes - Correction 

•  Corrected an access violation error that occurred when processing the CASS export file. 
  
•  Corrected a problem that occurred when you selected the Save Order when Exit Program option in Initial Setup. Incorrect family members displayed for families with no members when you clicked Members/Students.
  

Other - Correction

• Corrected a problem that occurred when users entered two members of the same family with different last names in the Fam. Members Full Name field. The names did not print correctly.

Church Office Management V. 4.1 B

Released 8/15/06

 Quarterly Statements - Enhancements 

• We added a new CASS format for ACS processing.

Family Census Letter - Enhancements 

• Added the option to the Family Census letter to print lines for blank sacraments.

• Corrected an error in Report Optimizer that occurred when you selected Fam Letters Date is equal to <date> or Fam Letters Type is equal to <type>. The error message FamTbl: No index for fields ‘Upper(ParaKey)’ no longer displays.

Restored Data - Correction

• Corrected a problem that occurred when restoring data from an older version.

Keywords - Corrections

• Updated the keywords list to display properly after you restore data. 

Quick Postings Grid Fields - Correction

• Repaired Quick Postings grids to maintain data when you use your mouse's scroll wheel.

Letter to Those Pledging Report

• Corrected totals in Letter to Those Pledging report to match totals in other reports.

EFT Balances

• Updated EFT batches so that you can check the status after loading an update to your program.

Fund Transfers

• Corrected Transfer to Another Fund process to include billing addresses from the Family Fund window.

ACH File

• Removed parentheses from spouses' names from the ACH file for contributions.

Church Office Management V. 4.1 A

Released 7/17/06

CASS Format - Enhancements 

• We added a new CASS format for ACS processing.

• We corrected a problem that occurred when using the check scanner with the Quick Posting of Payments if there were families or members without ID numbers. If the client was running a check through the scanner and the family or member had no ID number the ID would display correctly, but the name would show as the first in the list. Information, however, would post correctly.

• We corrected a problem that occurred when changing the Start With field on the dialog that displays when you click Avail?. The program was processing the list when the client pressed the Tab button to move to another field, and when the client clicked the scroll bar.

• We corrected a problem with the Move Fund Entries process in the PDS Office Suite. The Activity field was not automatically generating the remainder of the activity name given that what was typed in the field matched an existing entry in the list.

• We corrected a problem with keyword lists having a value in the list, but reporting that the value is not available in the list when the user tried to type it in a keyword field. When a client typed in a keyword value instead of using the drop-down list, the program sometimes reported that the keyword was not in the list and asked if the client wanted to add the keyword to the list. If the client responded “Yes,” then the program would create a duplicate of the keyword value in the list. Clients who have encountered this issue should use the Combine Keyword process to combine all the duplicate values into a single value.

• We corrected a problem that occurred when processing a large data file in Member Quick Lookup. The program would appear to lock-up when processing a large data file. 

Electronic Fund Transfer Process - Corrections 

• We corrected a problem in the EFT process that allowed the date range to be over 30 days away. The program is not suppose to allow a date range that is more than 30 days in the future, however, if the client used the calendar button to fill in the date range the program was allowing the date to remain.
• We corrected a problem in the EFT process that caused an error when the EFT window timed out. When using the EFT dialog from the Terms & Rates window, if the window was allowed to time-out and disappear because no action had occurred in the window in several minutes the program was reporting an error similar to “07/2008” is not a valid date.

Quick Posting of Payments - Corrections 

• We corrected a problem in the Quick Posting of Payments options that caused the options for a saved batch to be incorrect. If the client had a saved number of batches and continued to work on one that was not the first listed batch, the options for the batch would be the same as those for the first batch instead of the options selected for that specific batch.

Reports - Corrections 

• We corrected a problem that occurred when creating Perforated Coupons to Make Booklet. The program was compressing the coupons to fit the dynamic height setting instead of the static height setting.

Church Office Management V. 4.0 H

Released 6/15/06

Electronic Fund Transfer Process - Corrections 

• We added the ability to set up any number of accounts for QuanComm to use with Electronic Fund Transfer
  processes. There is no longer any need to change the account number before checking the status of a batch. 
• We added a new EFT interface to be used with First Payment Systems. This company offers EFT transactions
  for checking, savings and credit card and provides this information to be transferred into PDS for any number of
  funds and any number of activities. 
• We added a new EFT interface to be used with e-Contributions – Paluch’s Electronic Giving. This company
  offers EFT transactions for checking, savings and credit card for a single fund and a single activity.

• The Delinquency Report and Summary of Delinquency by Fund Report were printing the number of delinquent
  transactions as the number of families. 
• We added totals to the columns for the Member Statistics report, and added statistics about those with no talents
  and no ministries. This matches better the information that was available in the Census 17 program. 
• When a family had a current rate of $0.00 (i.e., their pledge is paid up) and Weekly terms, the Billing Statement
  report was printing the Rate as $1,000,000,000.00 and Terms as -$1,000,000,000.00. 
• The Billing Statement was printing terms of “Unknown 15” for any families who were using terms of Biweekly. 
• The report that prints coupon booklet covers was not saving the name of the bitmap file from one time the
  report was run until the next.
• The Member Certificate Maker on Pre-Printed Forms report had a misspelling of “Appeciation” instead of
  “Appreciation”. 
• There was a problem where the Additional Selections Optimizer did not always work correctly.

• Setting a Fund Filter when the Order By was set to something other than to the Family Name, was displaying
  the error “no current record.

• Changed the default for automatically adding Head and Spouse to true.
  

• The suggested web address for acquiring Old English font was no longer valid, so it was replaced with a new web address in the comments for Certificate reports.
• We added Overt Press; Creamer Printing; and Newton Printing and Mailing envelope companies to the Envelope Company reports.
• Some of the certificate reports were printing the “performed by” name from the wrong sacrament.

• The Quick Lookup button on the Family Screen was no longer allowing a search by any part of an address or e-mail address.
• The Quick Lookup button on the Family Screen showed the Minimize button, but not the Cancel button, and the Minimize button was not doing anything.
• The Quick Lookup by phone number using the area code was displaying an error.
• Clicking the … button on the Zip Code field and then pressing Cancel on the zip code dialog was marking the address as no longer being certified.

• Using the View/Print command was sometimes showing “`12/31/1899” for the date of “Special” rates.
• On the EFT dialog, clicking on Save was moving to a different fund if the fund you were looking at wasn’t the first one for the family.

• The report printed during the EFT process was printing all entries as unable to post. This was a mistake in the report only. The entries were being posted correctly.
  

PDS Church Office Management 4.0 C

Released 12/19/05

Reports – Enhancements

• Certificates now use the report date as the date to print on the certificate instead of always using today’s date.
  
• The Envelope Company Reports now have a checkbox for whether to include family envelopes as well as the
  one for whether to include member envelopes. This allows the export of just those with member envelopes
  which was requested by Church Budget.
  
• The One Line Fund Report by Batch Number is now faster when a single date or date range is chosen without
  specifying a batch number.

Other Enhancements

• The list displayed in the Mailing List Comparison now is alphabetical by Family Name for all status types.
  
• Deleting entries in the Log of User Activity now creates an entry in the user log that shows the delete was
  performed, the date and the user name.
  
• The program will now warn if there is a version mismatch where more than one PDS program is sharing data
  between Church Office, Formation Office or School Office.
  Corrections Included in this Version

Reports – Corrections

• Trying to e-mail a letter to a group of families or members was failing and reporting “Build Failed” on every email
  address.
  
• EZ Mail tray labels were sometimes printing the incorrect post office zip codes.

Family Contributions – Corrections

• The year 2006 has 53 Sundays, but only 52 of all other days of the week. Selecting a billing period of Weekly
  on any day was assigning 53 payments due instead of 52 for Mon-Sat.

Member Screen – Corrections

• When adding a new family from a member screen, if the default option was set to not automatically add the
  head and spouse, then even if you asked to add them on the Family Name Breakdown dialog, they did not get
  added.

Quick Posting of Payments – Corrections

• The new options for active, inactive and both during Quick Posting of Payments were not being saved from one
  batch to another like the other options were.
  
• If the “Don’t Use Filters” checkbox was checked, asking for only active records in the Quick Posting of
  Payments process displayed the error “FamTbl: Field ‘and’ not found.”
  
• If the only transactions entered during a Quick Posting of Payments batch were all for the loose collection
  family.
  

Electronic Fund Transfer – Corrections

• The report printed during EFT processing using QuanComm was not including some of the credit card entries
  (especially the first one) in the summary report where Credit Card entries are split from checking and savings
  entries.
  
• If you formerly used EFTechnologies, the first time you ran the EFT process after updating to version 4.0, the
  program would report an Access Violation error. The program was trying to find “EFTechnologies” in the list
  of valid company names, and since we changed it to “QuanComm”, the program displayed the error.
  
• The EFT process did not assign the correct charges if a family had a paydown activity or rate change assigned
  before the beginning of the billing period for the family.
  
• The file created when choosing ACH no longer includes credit card information.