The enhancements and corrections below directly affect Organizations. You may also want to review the People Suite, Financial Suite, and Contributions release notes to learn about other features in ACS 11.0.
For a printable version of these release notes, click here.
Alternate Contributions Fund Codes
When adding or editing fund codes, you can now specify an alternate fund code. This is helpful if the churches in your denominational or organization use a different fund numbering system than you do. On selected reports, this number displays or prints rather than the number in the Fund Code field.
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Track Pages of User-Defined Fields with the Departmental Fields Tab
Departmental Fields let you track multiple pages of user-defined fields customized for churches, departments, or organizations within your ministry. Each department can track relevant information, and you can limit access to each department in Add/Edit Users, allowing you to store sensitive or classified information.
You can view departmental fields information on the Departmental Fields tab in View/Edit Individual.
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Contributions List Reports
We've updated several Contributions List Reports.
Alternate Fund Code prints on the Gifts by Fund Report - You can now print the Alternate Fund Code on the Gifts by Fund report and extract the information using the View Report Data option. This enables you to create .CSV monthly files that contain the organization's PIN, Alternate Fund Code, and Amount Given if you need to send them to a National Office.
Print the Gift Detail Listing by Date Range - To easily research a deposit or contributor, you can print the Gift Detail Listing by date range and filter it by transaction information such as Payment Type, Service, Batch, or Deposit Reference Number. This also lets you obtain a total giving amount for any date range.
Print the Pledge Detail Listing and Pledge/Gift Comparison by Entry Date - Printing these reports by the Pledge Entry Date lets you print the report based on the date the pledge was entered. This way, you can see how many pledges came in at certain times during the year and compare that number to how many pledges came in last year.
See what makes up the pledge balance of a multi-year pledge - When printing the Multi-Year Pledge Report (previously called the Pledge/Gift Report Multi-Year), you can print only pledge gifts or include non-pledge gifts if desired. This helps you see what makes up the pledge balance.
New trend analysis for future planning - The Multi-Year Giving Report provides a 5 year analysis of gifts per individual and includes a summary page of total gifts per fund for each year. This helps you plan for future gifts.
Print the Pledge/Gift Report by Date Range - You can print the Pledge/Gift Report (previously called the Pledge/Gift Report Single Year) by date range. This lets you see the total pledge followed by gifts for that range, gifts for the prior period, and the pledge balance. The report also includes any non-pledge gifts for the range.
Viewing Void Activity - The Void Report lets you see any void activity for a specific date range.
The new features in Contributions Statements let you set date ranges and print additional information on your statements.
Customized date ranges for the Plain Paper and Flex Statements and Extracts - You can enter a customized date range for these statements and extracts, allowing you to print statements for a non-standard quarter (such as January through September).
Pledge Gifts included on Reports - Contributions Statements and Extracts now include a Pledge Gifts column so that contributors can easily see what makes up the pledge balance for that statement period.
Single report for prepayments and arrears pledges - When printing pledge information on the Flex, Plain Paper, or Charitable Contributions Statements, ACS now prints any arrears or future year pledges given to in that statement period on a separate line. This means you don't have to print separate reports for current, past, and future pledge balances.
Contributions Statistics Reports
These enhancements in Contributions - Statistics Reports let you analyze giving trends within your organization.
See who gave a specified dollar amount - The Giving Range Report now provides a total number of contributors who have given a specified dollar amount for the selected date range. This shows more extensive statistical information on gifts. For example, you can display how many individuals gave over $5,000 in a month or over $10,000 during a year.
Set Date Ranges on the Pledge to Date Status Report - You can select a date range on the Pledge to Date Status Report (previously called the Pledge Gift Analysis by Individual Report). This lets you see what has been pledged to date, any gifts given toward the pledge, and the pledge balance to date.
Set Date Range for each column on the Pledge/Gift Comparison Report - You can select a date range for each column when printing the Pledge/Gift Comparison report. This lets you compare monthly or quarterly amounts as well as span across years.
Set Date Range for Summary Gift Totals by Fund, Individual, and Month reports - You can set date ranges for the Summary Gift Totals by Fund, Individual, and by Month reports. The amounts display for that range, and you can print gift totals by a calendar or fiscal year range. The end date determines the Week-to-Date, Month-to-Date, and Year-to-Date totals.
The Pledge Gift Report does not respect the organization level setting.
In Organizations Labels layout, the 'Start Printing at Label' and 'Label per Record' fields do not allow you to enter a number
In Organizations, search results for a user-defined field displays random numbers instead of the correct information.
In Advanced Export, Report Designer, and Staff/Organization reports and directories, the preferred phone option is unavailable for Organizations. It is available for People reports and directories.
The search results tab displays incorrect information for user defined fields.
When exporting Organizations label 5160 to an RTF format, addresses without a second line print a blank space for the line. The label does not shift the other information up.
If you edit a staff position for an individual who has more than one staff position listed on the Staff tab, the individual's address updates according to the position that you edited.