Batch Manager Tool - November 2016

General

  • Enhanced overall performance to improve processing speed when opening existing Batches and scanning checks into new Batches.
  • Enhanced the BMT to include the version number next to the application name in the page header.
*Important* Make sure that you always navigate to (or have bookmarked) https://churchname.ministryplatform.com/batchmanager in order to ensure you are always taken to the most up-to-date version of the BMT.

Scanning

  • Enhanced the "loading" dialogue to show status/progress of scanning checks, processing Donations or saving images. Note: Don't close or refresh the BMT while this status bar is visible.

Batches

  • Fixed an issue where deleting a Batch would time out and generate an error.
  • Fixed an issue where the Batch would be in balance but the Batch summary would be red and the finalize button would not be active.

Donations

  • Enhanced the total Donation Distribution needed to update when the Donation total is changed/edited.
  • Enhanced the Pledge drop down so that the pledging Donor's name appears first and is what the drop down is sorted by.
  • Enhanced the Pledge drop down to always include the name of the Donor associated with the Pledge (even if same as Donor of the Donation) for clarity.

Donors

  • Fixed an issue where an apostrophe (') in the Donor search would generate an error.
  • Fixed an issue where an ampersand (&) in the Donor search would generate an error.
  • Fixed an issue where a new Company created in the BMT didn't set a Household Position or Congregation. Household position is now set to Company and the Congregation is set to the Congregation of the Batch Properties.
  • Fixed a typo in the New Household/Donor dialogue.
  • Enhanced the Multiple Matches drop down to be accessible via keystroke (without using a mouse to click the field to open the drop-down).

Import

  • Fixed an issue where an XML file import would not include a second set of images (envelopes).
  • Fixed an issue where an XML file import would save images as an unknown file type. 
  • Fixed an issue where an XML file import would save the check back image as the default image on the Donation record.

Export

  • Fixed an issue where selecting multiple Batches for export to a X937 file would generate an error on future attempts to export to Excel.
  • Enhanced the Batch export dialogue for X937 files to include the most recent 500 Batches (even if previously finalized).
  • Enhanced the Batch export dialogue for X937 files to include filters for Congregation and to show or hide finalized Batches.
  • Enhanced the Batch export dialogue for X937 files to include Export Settings for Bank selection if multiple banks are set up for X937 file export.
  • Enhanced the X937 file export to include the ability to add "$$ADD and BID headers" for compliance with various Wells Fargo bank branches.

 

 

Last Modified: 4/6/2018

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