Batch Manager Tool - December 2016

*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. Do not bookmark the url with the version number in it.

Scanning

  • Fixed an issue where item numbers from specific MICR formats with the item number between the routing and account numbers were not being read.
  • Fixed an issue where scanning with Check+Envelope would also use OCR on the second item which could cause numbers on the envelope to be erroneously read as the Donation amount.
  • Fixed an issue where Donations created via scanning would only include the first two default Distributions from the Programs selected in the Batch properties.
  • Fixed an issue where a serialization error would occur during scanning but scanning could continue and all data was saved. 
  • *New* Added a scanning option for Envelopes Only. This option does not utilize OCR.

Batches

  • Fixed an issue where the Batch properties would allow a negative item count.
  • Fixed an issue where a Batch could be finalized despite Donations being assigned to Default Contact and not a real Donor.
  • Fixed an issue where the Open Batch dialogue included Finalized Batches.
  • Enhanced the Open Batch dialogue to allow Batches to be opened with a double-click as an alternative to selecting and choosing open.
  • *New* Added the BMT,DefaultPaymentTypeID Configuration Setting to control the default Payment Type for imported Batches.

Donor Search

  • Fixed an issue where searching for a Donor using a comma would not return any results.
  • Fixed an issue where searching required a space before the first name after the comma.
  • Fixed an issue where new Donor records created did not honor the default Statement Configuration Settings.
  • Fixed an issue where too many search results might generate an error.
  • Enhanced the Donor search results to include Contact's First Name. Format is: Last, Nickname (First).
  • Enhanced the Donor search drop down to include all family members of Contacts matching the search string to more easily identify the desired Donor.
  • Enhanced the Donor search drop down to more clearly divide and organize households and family members.

New Donor/Household

  • Fixed an issue where the New Donor/Household dialogue would add a space before the address when reading from the check image.
  • Enhanced the New Donor/Household dialogue auto-populate feature to parse first and last names for checks with two full names listed on two separate lines.
  • Enhanced the New Donor/Household dialogue to include the option to also create a Participant record.
  • *New* Added a new Configuration Setting: BMT,HouseholdSourceID to control the Source set in the Household when adding new Donors.

Import

  • Fixed an issue where the Import dialogue's progress bar would never complete even though the import was complete and successful.
  • Fixed an issue where a generic error would be thrown occasionally when importing XML files.
  • Fixed an issue where an import might fail due to no value in the BMT,defaultpaymenttypeID Configuration Setting.

Export

  • Fixed an issue where the icons on the Export dialogue were missing.
  • Enhanced the Export dialogue to hide the Bank export option if no Bank file settings have been configured.    
  • Enhanced the X937 file export to include the ability to add "$$ADD and BID headers" for compliance with various Wells Fargo bank branches.
  • Enhanced the X937 file export to include the ability to set up your file to include an "electronic deposit slip" for compliance with various banks.
  • Enhanced the X937 file export to include a custom cash letter ID prefix as required by some banks.
  • Enhanced the X937 file export to include the ability to set the "fed work type" as required by some banks.
  • Enhanced the X937 file export to include the ability to set the "MICR valid total" as required by some banks.
  • Enhanced the X937 file export to include the ability to set the "source archive type" as required by some banks.

General

  • Fixed an issue where logging into the BMT might indicate the previous User's Username in the top left corner.
  • Fixed an issue where browsers unable to store the access token cookie might create an endless login loop.

 

 

Last Modified: 3/30/2018

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