Formation Office V.5.3D

Released 01/19/09

Quick Posting and EFT Processes
• Corrected a problem which caused contribution amounts to be truncated when exported from PDS Office programs to PDS Ledger using the Transfer to PDS Ledger option in the electronic fund transfer quick posting process. (Knowledge Base Article 22602)
• Corrected a problem that caused an error in the EFT posting process upon clicking “Yes” when asked if you want to process another batch. (Knowledge Base Article 22604) 

Processes
• Corrected a problem that prevented Formation Remove/Advance process from posting catechists’ schedules to the History section of the Catechists window. (Knowledge Base Article 22603)

Reports
• Corrected a problem in the Student Yearly Attendance Sheet report that prevented current attendance information from displaying for classes with names longer than 30 characters. (Knowledge Base Article 22560)
• Corrected a problem that could cause additional gift entry values to be doubled when printing statements. (Knowledge Base Article 22615)

Formation Office V.5.3C

Released 12/19/08

Quick Posting and EFT Processes
• Corrected a problem that could cause the program to freeze when using the EFT option “FACTS with sub-accounting.” (Knowledge Base Article 22524)
• Corrected a problem in the Payment/Donation entry quick posting process. Columns that had been hidden in a batch became visible when exiting and returning to the batch. (Knowledge Base Article 22506)

Members
• Corrected a problem that caused the contents of the “Place” field on the sacrament tabs to disappear when clicking “Cancel.” The data was not deleted and reappeared upon returning to the tab. (Knowledge Base Article 22533)

Catechists
• Corrected a problem that could cause all classes for a catechist to be displayed in the Certification section instead of being filtered for the level and course type tabs selected. (Knowledge Base Article 22441)

Reports
• Corrected a problem in listing reports that could prevent changes to field widths and heading values being saved. (Knowledge Base Article 22491)
• Corrected a problem in family Rolodex reports in which some family members were left off when using two-across cards. (Knowledge Base Article 20825)
• Corrected a problem that caused some label and envelope reports not to leave required 1/8-inch blank space around bar codes. (Knowledge Base Article 22535)

Formation Office V.5.3.B

Released 11/12/08

Reports
• Corrected the Baptismal Certificate Full Page report to offer the option, when finished, to record in the Members window the sending of the letter. (Knowledge Base Article 22238)
• Corrected problem that caused pay-downs to be reported as part of the wrong group if their true group was excluded from the parameters of the report. (Knowledge Base Article 22319)
• Corrected a problem that caused the Canadian Tax Receipt report to display the error message “Could not run program: GlobalOnCreate.” (Knowledge Base Article 22383)
• Corrected a problem that occurred when using the optimizer in the One Line Family List with Fund Total report. The error “Invalid Field Name SchFamily1” was displayed when using the Fam.Is School Family as a condition on the Additional Selections tab. (Knowledge Base Article 22172)
• Corrected a problem with the Catechist Blank Registration Form report that caused it to lock up when printing the second page. (Knowledge Base Article 22037)
• Corrected a problem with the Family Satistical Information report. The statistics being printed for Number of Parents/Guardians in the Family were a duplicate of those in Number of Catholic Parents/Guardians in the Family. (Knowledge Base Article 22368)
• Corrected a problem that caused the deletion of a class/session to take longer than expected. (Knowledge Base Article 22351)
• Corrected a problem in which deletion of a class/session failed to delete attendance records. (Knowledge Base Article 22392)
• Corrected a problem in which attendance was not being calculated for some students with multiple classes/sessions. (Knowledge Base Article 22393)
• Corrected a problem with the Student Emergency Rolodex report that was adding suffixes (such as Jr. and Sr.) to parents’ names. (Knowledge Base Article 22396)

Quick Posting and EFT Processes
• Corrected a problem in the Do Electronic Fund Transfer process that occurred when creating an export file (as is used by ACH and others). If the file creation path was invalid, the program displayed an error message but would not let you go back and change the path. (Knowledge Base Article 22337)
• Added the ability to import EFT data files from Cathedral Corporation.
• Added the checkbox "Check for balance due when assigning EFT charges" to the Electronic Fund Transfer Setup window. If selected, regularly scheduled automatic EFT deductions will not be made from a family’s bank account if their PDS account balance is zero or if they have made a fund overpayment. If not checked, the scheduled deduction will occur regardless.
• Corrected a problem with the Quick Posting processes for background checks and legal requirements. Only student information was being posted, regardless of type of family members selected. (Knowledge Base Article 21878)
• Corrected a problem with the Classes or Sessions Quick Posing process. When using the individual entry method, a blank line was being inserted at the top of the list of names to be posted. (Knowledge Base Article 22313)

Setup/Administration
• Corrected a problem that could allow blank IDs to be entered even when you have chosen to require IDs. (Knowledge Base Article 22240)

Students/Parents & Guardians/Teachers
• Corrected a problem that caused the “Avail?” button to display a list of incorrect available IDs. (Knowledge Base Article 22245)

Students
• Corrected a problem in which changes to the hours of Service/Retreats entries without a date were not being saved. (Knowledge Base Article 22239)
• Corrected a problem that prevented the posting of attendance in the Attendance section of the Students window for classes with names longer than 30 characters. (Knowledge Base Article 22314)
• Corrected a problem which caused the “Present” total field in the Detail section of the Students window not to include tardies if the Calculate Days Present checkbox was not selected in the Class Schedules window. (Knowledge Base Article 22377)

Formation Office V.5.3A

Released 9/19/08

Students
• Corrected a problem in which the program displayed incorrect information when changing the name of a member who was a head-of-household or spouse. (Knowledge Base Article 21992)

Tuition & Fees
• Corrected a problem in locating funds caused when the fund identifier contained one or more alphabetical characters. (Knowledge Base Article 21905)

Reports
• Corrected a problem that caused additional gift amounts not to be included in the Fund Activity report. (Knowledge Base Article 21956)
• Corrected a problem that caused the Calc Fund Act.Frequency selection to print an incorrect value in reports. (Knowledge Base Article 21966)
• Corrected a problem that caused some reports to display the error “FamFundBillTbl: record not found” and fail to be created. (Knowledge Base Article 21983)
• Corrected a problem that, in rare cases, caused the Family Directory and Family Directory with Pictures reports to print members’ titles instead of their first names. (Knowledge Base Article 21918)
• Corrected a problem encountered when using the condition “Fam.Second ID Number is equal to <blank>” on the Additional Selections tab. Before this fix, the report wizard returned no one. (Knowledge Base Article 22033)
• Corrected printer output problems that occurred when using duplex printing from multiple sources. (Knowledge Base Article 22050)
• Added “Adjust the margins on the e-mail...” check box to the E-Mail Message tab. If used when sending e-mails as images, text will not print beyond the borders. (Knowledge Base Article 22052)

Quick Posting and EFT Processes
• Enhanced Payment/Donation Entry quick posting process to allow selection of financial activities that have been defined as write-off types.
• Corrected problem that prevented posting of member/student fees. (Knowledge Base Article 21761)

Formation Office V.5.2H

Released 8/15/08

Bulk Mail/CASS
• Corrected problem that caused CASS import process to lose part of two-line addresses. (Knowledge Base Article 21830)

Users and Passwords
• Corrected problem that allowed data in some areas of the program to be changed by users with view-only access rights. (Knowledge Base Article 21829)

Reports
• Added a “Use Pledged Amount” check box to the Contribution Options page of the Monthly, Quarterly, Yearly Comparison report wizard. This allows you to print either amounts paid or amounts pledged on the report.
• Corrected problem that caused the Baptismal Back Page Full Page certificate to print 12/30/1899 for the date if none was entered. (Knowledge Base Article 20481)

Quick Postings and EFT Processes
• Corrected problem in the EFT process in which the associated report printed entries for which check boxes had been cleared. (Knowledge Base Article 21890)
• Added a “Build File Without Posting” button to the transactions list page of the EFT process. The button is visible when using a Transaction Type of Authorize.Net, Authorize.Net - One Time Entries, Credit Card File, Credit Card File - One Time Entries, or Direct Debit File.
• Added an “Override Batch Date” field to the transfer type page of the EFT process. This field lets you enter a date, other than the scheduled payment date, to use as the posting date. The field is visible when using a Transaction Type of Authorize.Net, Authorize.Net - One Time Entries, Credit Card File, Credit Card File - One Time Entries, or Direct Debit File.

Formation Office V. 5.2G

Released 07/14/08

Reports
• Corrected problem that allowed user without password access to funds to create reports that included financial information. (KBase Article 21657)
• Corrected problem that caused sacramental certificate reports to print previous information, instead of recent updates. (KBase Article 21655)
• Corrected problem that prevented the Rates Listing Report from printing multiple rates. (KBase Article 21653)

Processes
• Corrected problem that could cause the Formation Remove/Advance process to inadvertently delete active records when deleting inactive catechists. (KBase 21654)

Other
• Corrected problem that prevented allocation of records with large record numbers. (KBase Article 21767)

Formation Office V. 5.2F

Released 5/29/08

Easy Lists
• Corrected problem that caused an access violation error when printing letters or labels. (KBase Article 21421)

Reports
• Correct problem in which the Blank Pledge Worksheet report wizard did not close properly after printing. (KBase Article 21524)
• Corrected problem which caused fields in letter editor to become disabled if you switched to another application, then back to the editor. (KBase Article 19744)
• Corrected problem with Listing in Order by Amount report. After making changes to the Additional Selections page, the report would list the same family repeatedly. (KBase Article 21360)
• Corrected problem with the Yearly Attendance report in which the last class on the page did not print. (KBase Article 21466)

Bulk Mail/CASS
• Corrected problem in EZ Mail bulk mailing reports in which some information was printing too high on the page. Corrected a second problem in which one report printed (AB) instead of (MB). (KBase Article 21536)

Quick Postings and EFT Processes
• Corrected problem with Quick Posting of Pledge Cards in which changes to the options window were not always saved. (KBase Article 21523)

Formation Office V. 5.2E

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)

Parents/Guardians
• Corrected problem that caused a student with member type “Young Adult” to be added to program as a Parent/Guardian. (KBase Article 21406)

Reports
• Corrected problem in which report information printed incorrectly for certain EFT fields. (KBase Article 21456)

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

Formation Office V. 5.2D

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)

Processes
• Corrected problems in the Enrollment process. These caused classes not to post to new students if the name of the class was entered instead of chosen from the drop-down list or if the class had a blank entry for the year/period. An additional problem occurred when moving from one student to another with a similar name; the process reverted to the first student’s name. (KBase Articles 21239 and 21256)

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

Formation Office V. 5.2C

Released 02/18/07

Formation Office V. 5.2B

Released 01/22/08

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

Formation Office V. 5.1H

Released 11/27/07

Reports
• Added option to print first and last names in separate fields in PhoneTree reports.
• Corrected problem in which saved additional selections using Sacrament Place value did not work correctly. (Kbase Article 20746) 
• Added ability to export reports as file format CSV without a header. 

Formation Office V. 5.1G

Released 10/17/07

Reports
• Corrected problem in which grades were being sorted based on School grade, not Formation grade. (Kbase Article 20591
• Corrected problem in which the Print Screen dialog box printed when using the Print Screen command. This was a Vista-only issue. (Kbase Article 20607)
• Corrected problem that occurred when using indented “and” sub-conditions (keyword 1 = value 1 and keyword 2 = value 2) on the Additional Selections tab for a report. Program recognized only first condition. (Kbase Article 20606)

Formation Office V. 5.1F

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)

Processes
• Added "Mark All" option to the Change Letters, Dates, Visits, Etc. process.

Formation Office V.5.1 E

Released 8/16/07

Processes
• Added a new process for Diocesan Statistics which includes information for the Kenedy Directory Report.
• Added a new option to the New Year Fund process to retain the current billing period. (Kbase Article 20396)
• Corrected problem with the Class/Sessions Enrollment Totals Report not totaling the Number Enrolled and Spaces Remaining columns correctly if the report is more than one page. Only the entries on the last page were being counted. (Kbase Article 20311)

Fund Setup
• Corrected problem with the Transfer Activities process not transferring information for families with rates. (Kbase Article 20443)

Formation Office V. 5.1 D

Released 7/20/07

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

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)
• Added two additional export reports: FACTS Demographic File Export and FACTS Transactions File Export.
• Added the Originating DFIID field to ACH File tab.

Processes
• Corrected problem with the Remove/Advance process removing students who were not marked for removal. (Kbase Article 20352)
• Corrected problem with the Remove/Advance process locking up when selecting to remove inactive catechists. (Kbase Article 20310)

Formation Office V. 5.1 C

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 and add an account number to a family.
• Added the ability to have the rate change display when using a paydown activity.
• Added the option to skip the summary in report from Quick Posting of Payments process.
• Added a popup message to the Quick Postings of Pledge Cards if the rate is special and the total is not disbursed.
• Corrected problem in which using the Credit Card - One Time Entries was not transferring the credit card number correctly causing the file to be invalid.

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)

Reports
• Corrected problem in which the summary of the Family Information on the Delinquency Report was displaying or 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)
• Added the ability to select and print by Calc Rate Batch.
• Corrected problem in which Phonetree Export only pulled the first phone number in a family’s list even if a different selection for phone type was used.
• Added additional PhoneTree Export report that included all available phone numbers.
• Corrected problem that occurred when printing the Fund Recap Screen Report. The Gifts column was wrapping around to the next column when printed.
• Corrected problem with the Class Reports displaying a blank page. 

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

Processes
• Added Add New Year/Period process to the Processes for Classes/Sessions tab.
• Corrected problem with the Remove/Advance process displaying completed message before finishing the process.
• Corrected problem with the Remove/Advance process freezing when processing Catechist Attendance.

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.

Formation Office V. 5.1 B

Released 5/14/07

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

Formation V. 5.1 A

Released 3/30/07

Students
• Added Year/Period to the drop-down list for Class Name on the student Attendance tab.
• Added Year/Period field to the student Schedule tab.
• Added Year/Period to the student Permanent Record tab.

Catechists
• Added Year/Period to the drop-down list for Class/Session on the Catechist Attendance tab.
• Added Year/Period field to Catechist Schedule.

Easy Lists
• Added Year/Period to Formation Attendance easy list and Class List easy list.

Class Schedules
• Added Year/Period field to the Class/Session Detail tab.

Quick Postings & EFT Processes
• Added Year/Period to the drop-down list for Class Name in Preparation Class Attendance.
• Added Year/Period to the drop-down list for Class Name in Classes/Sessions.
• Added Year/Period to the drop-down list for Class Name in Attendance.

Processes
• Corrected problem in which Reassign Class Dates and Times created duplicate entries in the listing window when a class was added.
• Added field to the Remove/Advance process for Year/Period.
• Added new process for Adding Class/Sessions for the new Year/Period.
• Added Year/Period to the drop-down list in Reassign Class Days and Times.
• Added Year/Period to the drop-down list in Catechist Exchange.
• Added Year/Period to the drop-down list for Class Name in Automatic Promotion.
• Added Year/Period to the drop-down list in Enrollment.

Reports
• Corrected problem in which all members displayed when Quick Lookup was used in the Student Selection window, causing the “No current Record” error message to display (Knowledge Base Article 19794).
• Added Word Wrap check box to the simple listing reports.
• Corrected problem in which Teacher displayed instead of Catechist on some reports.
• Added Year/Period field to some Formation reports.
• Corrected misspelling of the word Sponsor on the Family Registration and Abbreviated Registration forms (Knowledge Base Article 19941).

Keywords
• Added keyword list for Class or Session Year/Period under Formation Keywords.

System Processes
• Added password protection for the Class or Session Year/Period Keyword list.

Other
• Corrected problem in which F1 help was not working in Microsoft® Windows Vista™ (Knowledge Base Article 19851).
• Corrected problem in which a change to Rate did not make an entry in the User Log.
• Corrected problem in which a church could not be directly added to the program.

Formation V. 5.0 C

Released 2/16/07

Reports
• Added Is Church Family, Is Formation Family, Is School Family, Is Church Member, Is Formation Member, Is School Member fields as options for Additional Selections and in reports.
• Added the Itemized End of Year Statement.
• 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.

Formation Office V. 5.0 B

Released 1/17/07

Reports
• Corrected a problem in which financial letters were logging to the wrong family.
• Corrected a problem in which birth dates did not print on sacramental certificates.
• Corrected a problem in which the frequency was incorrect on the Statement with Recap of Activities report.
• Corrected a problem in which the wrong labels printed when the Use Optimizer option was selected.
• Corrected a problem in which phone tree exports included a family’s first phone number, but not additional numbers.
• Corrected a problem in which the date printed too high on the Student Attendance Sheet report.

Quick Postings and EFT Processes
• Credit Card File options added to Electronic Fund Transfer types in EFT process.
• Corrected a problem in which posting family fees using the individual entry method caused an error.
• Corrected a problem in which not all students were listed in the Post Student Fees process.

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.

Terms & Rates
• Corrected the Total amount for pledges that included Pay Down activity functions or Rate Changes.

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.
• Corrected a problem in which the Catechist Exchange process did not move session information to the new record.
• Corrected a problem in which the Carry Forward Balance process created an error. 

System Processes
• Corrected a problem in which the EZMail postage statement date printed “12/30/1899” when the sequencing date was left blank.
Keywords
• Changed City/State Names entry flow so that USA is inserted by default into blank country code field.

Formation Office V. 5.0 A

Released 12/8/06

Reports - Corrections

• Using Financial Additional Selections with reports was searching without ever finding anyone and without ever printing anything.
  
• The Statement with Recap of Activities report was incorrectly printing a frequency for the total if a Group Total was used in a fund group instead of a balance.
  
• The Full Page Baptismal Certificate was cutting off the Day of Birth if the word for the day was long (like “Twenty-fifth”.)
  
• The Student Grade Level Listing was using the student’s School Grade instead of the Formation Grade.
  
• Printing the Postage Statement with EZ Mail without entering a Sequencing Date was printing the date 12/30/1899.

Family Screen - Correction

• On the Family View Listing Screen, the Quick Lookup button always reset the radio button to active & inactive.
  
• Marking the Inactive checkbox on the Family Screen was displaying an error.

Student, Catechist and Parent/Guardian Screen - Correction

• The Reassign member process had a problem in a shared data file if the assignment was done for a member that was visible in a program to another family that was not visible in that program.
  

Quick Posting Processes - Correction

• In the Quick Posting of Pledge Cards when an initial payment was made using EFT and a pledge was made also using EFT the program was inserting the wrong activity name on the rate created for the initial payment.
  
• When printing receipts during the Quick Posting of Payments process, the program was displaying an error before printing the receipts.
  

EFT Processes - Enhancements

• Added the ability to create an export file containing credit card information. Also added the ability to add one time credit card charges to that file.
  
• Added Faith Direct as a new EFT company option.
  
• Added the ability for ParishPay files to have the Activity name as the last field in the file.
  

Other Correction 

• If no e-mail address was entered for the church on the license screen, starting the CASS Export process and then canceling would lock up the program.
  
• Converting data from version 17 was displaying errors.
  
• Restoring a backup made in version 4 was displaying errors.