New Options
  • Affiliation - recalculate when it is unlocked on an account
  • Merge Processing - “Retain Audit Data on Transactions During Merge?”
  • Determine Payment Method by the First 6 Digits of Charge Card Number
  • Add New Fields to Transactions for Storing General Ledger Strings: fund group, functional area, action program code, natural account, site
  • Multiple allocations on a single transaction
  • Use Debit Account on a Bookable Pledge to Determine General Ledger String on Payments
  • Allow Different Users to Change Affiliation on Batch Detail Entry and Giving History Detail
  • Display Alternate Transaction ID on Giving History Detail
  • General Ledger Account Codes Expanded to Accept 40 characters
  • Allow Accounting Batch to be Defined for each Upload File Code
  • New Batch creation method: "Create Batches by Acquired Batch Number and Deposit Date"
  • Allow a User-Defined Number of Addresses with Parsing Errors to Halt Account Data Upload
  • Allow Concurrent Loads of Account Data Upload
  • Allow Debit Accounts to be Created and Activated by Account Data Upload
  • Allow Gift Date for New Pledges to be Set when Scheduling Benefit Auto-Renewal
  • Integrate with a New Charge Processing Vendor, Litle & Co/Vantiv
  • Allow Certain Charge Rejections to be Changed to Check Pledges
  • Re-launch Team Approach after Idle Timeout
New Features
  • Accounting Batch Creation Date
  • Prevent Unnecessary Data from Being Written to Error Files
  • Display a Special Query Retrieved Layout for Transactions Queries
  • New Query and Output Type: "Batch Detail"