School 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)

Teachers
• Corrected problem that prevented the Filter List button on the Attendance sub-tab on the Teacher Detail tab from changing to **Filter Chosen** after a filter was selected. (KBase Article 21405)

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.

School 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 which several attendance reports were not taking into account Early Dismissal, Morning Medical, and Afternoon Medical attendance types. (KBase Article 21220)

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)

School Office V. 4.3A

Released 02/18/08

Quick Posting and EFT Processes
• Corrected problem in which the date was read incorrectly when importing EFT files from ParishPay. (Kbase Article 21506)
• Corrected problem that sometimes caused the Date Quick Posting process to post an incorrect sacrament location. (Kbase Article 21129)
• Corrected problem in which detailed list report for EFT processes did not print in order of ID/envelope number. (Kbase Article 21110)

School 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)

School Office V. 4.2G

Released 01/02/08

Users & Passwords
• Corrected problem which allowed certain users without permissions to add families. (KBase Article 20925)

School 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)

System Processes
• Corrected problem in which the “Do NOT display student and teacher ID numbers” option in the ID Number Options window did not hide onscreen ID numbers. (Kbase Article 19739)

School Office V. 4.2 E

Released 10/17/07

Quick Postings and EFT Processes
• Corrected problem in which Vanco EFT was applied to the wrong activity. (Kbase Article 20605)

School Office V. 4.2 D

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)

School Office V.4.2 C

Released 8/16/07

Processes
• Added option to the Easy Grade Pro import process that lets you select whether to import Term Grade or Term Percent. (Kbase Article 20329)

School Office V. 4.2 B

Released 7/20/07

Reports
• Corrected problem with the School Attendance Totals Report displaying the incorrect totals for Half Day Unexcused and Half Day Excused. (Kbase Article 20353)

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)

School 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 and 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)

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)
• Corrected problem with the Student Permanent Record Report displaying the word MEMO after the Transcript Information section if the Mark field on the Permanent Record tab is blank. (Kbase Article 19946)

Students
• Corrected problem in the Sacrament Information window where if the default place was selected, the place name would not display. (Kbase Article 19964)
• Corrected problem that occurred when deleting a teacher name. After a name was deleted from the program, the name was still being displayed in the drop-down list on the School Info tab on the Student Detail window. (Kbase Article 20106) 

Other
• Corrected problem that occurred after running Fix Damaged Data. The Fix Damaged Data report was stating “Talent/Ministry/Activity Status Table: Added Keyword: Unknown Status ####” (#### represents the number of Activity Status records present).
• Improved F1 help. To view a help topic related to the window you are currently viewing, press F1.
• Included visual enhancements to online help.

School Office V. 4.1 H

Released 5/14/07

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

School Office V. 4.1 G

Relaease 3/30/07

Teachers
• Corrected problem in the Schedule tab in which Print Schedule was not printing the fifth day if there was only one class listed on that day (Knowledge Base Article 18292).

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).
• 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).

School 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 the Students Attendance Totals report was reporting only students with tardies or absences instead of all students.
• 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.

System Processes
• Changed the start and end date for Daylight Savings Time in the program.

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.
• Corrected problem in which using the Quick Add process caused the wrong family to display if a family had been added. 

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.

School 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.
• Mark Manager by R&S Design option added to Transfer From Grade Book process.

• 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 students 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.

• 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.
• Marking a family Inactive by clicking on the Inactive checkbox was displaying an error.

• 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.
• Student Attendance was not always displaying in date order.
• 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.

• Choosing the Standard GradeQuick interface in the Transfer to Grade Book process was displaying the error “MemTbl field ‘SchMember1’ not found”.
• We added an option to the GradeQuick Custom interface in the Transfer to Grade Book process to allow them to use the Teacher ID numbers instead of their unique identifier.
• Using the GradeQuick Custom interface in the Transfer to Grade Book process if a subject had no teacher assigned to it in the PDS School program, it was sometimes using the teacher name from the previous subject.
• Choosing some of the interfaces like Easy Grade Pro or Pinnacle from Excelsior after choosing one of the GradeQuick options in the Transfer from Grade Book process was showing extra fields or sometimes the wrong fields for the interface chosen.
• Importing data from GradeQuick – Custom through the Transfer from Grade Book process was displaying the error “at end of table” if the process needed to create a new subject.
• The Easy Grade Pro option in the Transfer from Grade Book process was not using the correct fields. We were using the Term # Grade, which we have now changed to Term # percent at the advice of the grade book company.
• We added a new grade book option in the Transfer from Grade Book process for “Mark Manager by R & S Design.”
• Using a file that didn’t exist or just providing a path name without a file name when one was required in the Transfer from Grade Book process displayed the error “I/O error 103.” It now reports “File not found.”

• Using the Remove/Advance process to remove inactive teachers was sometimes locking up.
• The Remove Health process was printing the same family name for all students.
• Using the Minimize button during the Remove Health process while it was processing displayed an error.

• 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:

• 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.
• The Combine Members process was displaying the error “Error: MemSchAttnTotTbl: cannot perform this operation on a closed dataset”.
• The Combine Families process was displaying the error “at end of table”.
• 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.

School 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.
  
  

Processes - Correction

• Corrected an error in the Remove/Advance process that posted marks to student permanent records, but not the comments associated with the marks.
  
• 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.
  
  

Class Schedules - Correction

• Corrected an error that occurred when a teacher’s name was changed by typing the teacher’s name. If the first letter of the teacher’s name started with a letter that was inactive, a message displayed stating that the teacher was inactive, and you could not enter additional text. 
  

Easy Lists - Correction

• Corrected a problem that occurred when a Class List was printed that included only students in a certain homeroom. Blank lines were displayed instead of the student names. The lines were included in the total count in the Listing window. 
  

Reports - Correction

• 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 you setup 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 the user had view-only access to the program. The users could not change their password. The program saved the user accounts with no password.
  

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 the Quick Postings & EFT Processes that occurred when the rate of the fund was changed. An incorrect address change was recorded in the User’s Log.
  
• 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 School Office program, but it might be available in Church Office or Formation Office. This occurred even if the programs did not share data.
  
  
  

System Processes - Correction

• Corrected an access violation error that occurred when processing the CASS export file.
  
• Corrected a problem that occurred when the Save Order when Exit Program option was selected 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.
  
• Corrected an error that occurred when the first contact on a list did not have a phone number listed, and the second contact had more than one phone number listed. The contact information in the student detail window did not match correctly.

School Office V. 4.1 B

Released 8/15/06

Quarterly Statements - Enhancements

• Reformatted Quarterly Statements to fit on ACS Technologies forms.

School Office Management V. 4.1 A

Released 7/17/06

CASS Format - Enhancements 

• We added a new CASS format for ACS processing.

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.

Reports – Corrections

• The Delinquency Report and Summary of Delinquency by Fund Report were printing the number of delinquent
  transactions as the number of families. 
• 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 Student, Teacher and Parent/Guardian 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.

Family Tuition & Fees Screen – Corrections

• 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.”

Other Corrections

• 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.
• Teacher General Remarks and Teacher Confidential Remarks were listed 5 times each in the list of Additional Selections called Tea Info for reports.
• The Student Appreciation Certificate report was not respecting the Report Date entered, but always printing today’s date as the certificate date.
• 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.
• 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.
• The Quick Lookup by phone number using the area code was displaying an error.

• 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.
• We added a checkbox to the import of grades from Jackson GradeQuick to allow the user to choose to overwrite existing comment codes with blanks from the transfer file.