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ACS 11.0 is available now! Click the tabs to view release notes for a specific topic.
For a printable version of all ACS 11.0 release notes click here. 
ACS 11.0 Contributions Enhancements
Associating Contributions with Services
If your church has multiple services, you can add them in Define Lists and associate them with batches of Contributions. This lets you track the gifts received during specific service times at a single campus or across campuses.
Updated Security Settings
Updated settings in Add/Edit Users let you control which areas of ACS users have access to, as well their allowed actions within the software.
Assigned Entry Rights - Separate security rights for entering and posting transactions limits which users in your organization can enter and post gifts. For example, you may want to allow a staff member to enter transactions but not post them. When you edit that user's security rights, under Contributions, select All for Enter Transactions and None for Post Transactions.
Rights for Editing Transactions - When proofing entries for deposits, you may need to make corrections by editing contributions that other staff members posted. You can now log in as yourself to make these corrections. When editing user security, under Contributions, select All for Edit All Users Transactions. This setting allows you to make corrections and adjustments to all gifts, regardless of which staff member entered them.
Rights for Posting Transactions - You can now set security rights to post all users' contributions batches, allowing you to post batches that other users entered in a single deposit. To post transactions regardless of which staff member entered the batch, select All for Post All Users Batches.
Entry Rights for All Funds - Just like you can limit funds and posting rights to campuses, you can also set security rights to enter gifts to any fund. For example, if a visiting contributor from another campus designates a gift to their primary campus, you can enter and post that gift to the proper fund if you have rights to enter gifts for all funds. When editing user security, under Contributions, select All for Enter All Funds.
Use Regular Accounts for Paid Pledges
When gifts are within the date range of a pledge that has been fufilled, you can post excess gifts to regular accounts instead of non-pledge accounts. To do this, select Use Regular Accts. for Paid Pledges in Contributions Setup.
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Linked General Ledger Project Codes
You can now link your ACS General Ledger project codes in Contributions. When you post Contributions to General Ledger, you can include these gifts when filtering General Ledger reports by project. To do this, you must interface Contributions with the General Ledger, then select User Project Codes and choose the General Ledger Source. 
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Track Gifts based on Post Dates rather than Years
In Contributions, you can now track gifts and pledges based on the actual post date and pledge start and stop date, rather than a year. Tracking gifts and pledges by a date range lets you track pledges for date ranges less than a year (such as a 6 month pledge) or pledges that span multiple years.
Manage Contributions through Batches
When you enter contributions, you can now manage them through batches. Each batch has its own description, post date, and expected amount, allowing you to post gifts for different days of the week into one deposit.
To track how much money came in for a regular or special service, you can associate a service time to a batch. You can also track giving per campuses by associating a campus with the batch.
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Updated Add/Edit Transactions Window
We've updated the Add/Edit Transactions window to include new features. For financial secretaries who use both ACS People and Financial Suites, these features make switching between the programs easy and consistent.
Here are some of the new features in the Add/Edit Transactions window:
Viewing Multiple Open Batches at Once - You can easily add multiple batches, add transactions to batches, and view and edit transactions within any batch in the same window. To do this, select the batches you want to view in the Open Batches drop-down list.
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Easily locate transactions through the Contributions Filter - If you need to edit, return, void, or review entered or posted transactions, you can easily locate the transaction using the Contributions Filter. This advanced filter lets you locate gifts by contributor, batch information, transaction type, payment type, status, reference number, amount, gift date, or transaction comment or value. To filter transactions, in the Add/Edit Transactions window, select Advanced Filter.
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Void transactions posted for the wrong contributor or amount - In the Add/Edit Transactions window, you can void transactions if a gift is posted to the wrong contributor or for the wrong amount. When you do this, the transaction will automatically be marked as void. If interfaced with General Ledger, a reversing entry automatically posts when you void a transaction. You can use the Contributions Filter to locate the incorrect transaction, and once located, select the transaction and click Void. You can also enter a void explanation when you void the transaction.
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Return transactions for insufficient funds - If your bank notifies your church office of a check returned for insufficient funds, you can return the check in ACS. This creates a return transaction in Contributions, and if you're interfaced with the General Ledger, posts a reversing entry there, too. To return a transaction, use the Contributions Filter to locate the gift, then right-click on the transaction and select Return.
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Mass Adding Contributions in Quick Entry - You can now mass add contributions in Quick Entry, allowing you to quickly add contributions of the same amount and fund to a number of individuals at once. For example, you can use mass add if 30 congregants all gave $20 checks for Easter Lilies, because all of these transactions are the same payment type (Check), fund (Easter Lilies), and amount. To mass add contributions, click Quick Entry, then select the Mass Add tab.
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Edit Reference Numbers, Gift Date, Comment, or Pledges for Posted Transactions - You can now edit the reference number, gift date, comment, or pledge information on posted transactions. This is helpful if this information was not entered or was incorrectly entered when the transaction was posted. You can easily change it without voiding and re-entering the gift.
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Easy selection when deleting gifts - If you need to delete an open batch or mass add entries incorrectly, you can easily delete them before they are posted. To highlight a range of gifts, press Shift, then select the gift range, or to select specific gifts, press Ctrl and select each gift you need to delete.
Enter Gifts as Memorized Transactions
If a contributor frequently gives the same amount and payment type, such as electing to have gifts drafted from a bank account via ACH, you can set up a Memorized Transaction for the contributor. You can assign memorized transactions a frequency and amount, and you can also sort or filter them on multiple criteria and multi-select them for generating a batch. To set up or create memorized transactions, in the Add/Edit Transactions window, click Memorized.
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Easily Add and Edit Transactions
To make adding transactions easier, we've added additional customization options such as:
Assigning Payment Types - You can now assign a payment type of ACH, Cash, Check, Check Card, Credit Card, or Online to a gift. This allows you to properly record the gift and see accurate payment type totals on the Proof List report.
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15 Digit Reference Numbers - Banks can generate very long numbers! You can now enter a reference number of up to 15 digits for contributions, allowing you to properly record checks received from contributors who use online bill pay services.
Assigning Pledges to Specific Fund Distributions - You can easily control how gifts are applied to pledges. When entering gifts for contributors who have pledges, ACS automatically assigns the current pledge based on the post date of the gift, as compared to the pledge's start and stop date. You can also assign the pledge to an arrears or future pledge, if applicable.
Tracking Credit Card or Online Payments - You can now select a gift date when entering credit card or online payments, allowing you to easily track the actual date a transaction took place.
Associate Project Code with Funds - When entering gifts, you can associate a GL Project Code with the fund distribution. After you post contributions to the General Ledger, you include the revenue portion when filtering General Ledger reports by project.
Display Batch Information when Adding Transactions - When you add transactions, the batch's post date, number, expected amount, and total amount display. This is a good auditing tool, because when the Total Amount equals the Expected Amount, you'll know that you've entered all expected transactions.
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Printing Receipts - When you view a transaction that you've entered, click Print to print that contributor's receipt on the spot.
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Creating ACH Files
With the addition of batches, creating ACH files is now easier than ever. When you create an ACH file, you can select the batches you want to include and only process gifts with an ACH payment type. This ensures that the right gift and gift amounts are included in the ACH file.
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Posting Deposits
When you post deposits, you can now select the batches you want to include in that deposit and post to Contributions and General Ledger (if interfaced) in one easy step. However, if you are posting beginning balance transactions, you can select the Skip Posting to GL option to prevent them from being posted to the General Ledger.
In addition, when you post a deposit, ACS assigns a deposit reference number so that you can trace each deposit back to the individual gifts that make up the deposit amount. You can also select to use the current date as the deposit reference number.
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Easily Research Deposits with the Weekly Register and Deposit Ticket Listing
After you make a deposit, you can view and print the Weekly Register. This lets you research specific deposits by reference number or post date.
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Another great deposit research tool is the Deposit Ticket Listing, which you can filter by payment type to know the amount of cash and check payments, if needed.
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Printing and tracking receipts
You can now keep track of which contributors have received receipts and review receipts at any time. When you print receipts, you can mark them as printed, and you can also print receipts even after posting the deposit.
You can also change the receipt's Print Date, and you can look up receipts by Post Date or Deposit Reference Number.
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Tracking and Managing Pledges
We've made pledges easier to track and manage. Some of the new features include:
Pledge Entry Dates - Pledge entry dates allow you to track when you enter a contributor's pledge card.
Bi-weekly Pledge Frequencies - A new bi-weekly pledge frequency allows contributors who are paid bi-weekly to set up their pledge to match their pay cycle.
Multiple Pledges in the same year - Using different start and stop dates, you can enter multiple pledges to the same fund during the same year. This lets you enter pledges for contributors who pledge different amounts during the same year, such as a 3-month or 6-month pledge period.
Easily Tracking Pledge Statuses - Pledge statuses are assigned in ACS. The status is Unpaid until the stop date is reached, when the pledge's status changes to arrears (if tracking arrears pledges). You can also mark a pledge as Forgiven. The Auto Post Arrears flag controls how gifts are applied to the pledge. If your organization requires the pledge to be paid in full before applying gifts to the next pledge, you can select this option when entering the pledge.
Customized Inquiry by Individual
You can now customize Inquiry by Individual to fit your needs and easily research a contributor's transactions. Here are some of the new features:
Customizable Gifts Tab - You can customize the gifts tab and add many different fields, allowing you to easily view all of the information you need.
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Drill-down to view Transaction Details - Within Inquiry by Individual, you can double-click on a gift and view the transaction's details, such as the specific pledge you applied the gift toward.
Viewing Gifts by Date Range - You can enter a date range to view gifts, with the ending date determining the MTD, QTD, and YTD totals. This lets you view gifts for a specific month or even across years.
Filtering to View Pledge Periods - When viewing pledges in Inquiry by Individual, you can enter a Start Date and Stop Date to easily view pledges for a specified range, even if you don't know the exact date a pledge ended.
Pledge Information at a Glance - On the Pledges tab, you can view the Pledge Balance, including the Total Pledge, Arrears Amount (if applicable), and gifts applied in the Prior and Current periods. In addition, you can view the pledge to date amount and the pledge to date balance (the amount that should have been paid to date).
Customized Fund Code Inquiry
We've added additional customization options to Fund Code Inquiry.
When you set the date range for gifts in Inquiry by Fund Code, you can click Apply to view the gifts, so that you don't have to wait as long for the system to display the fund totals.
You can also add additional fields to the grid by right-clicking, then selecting Customize within the grid. This lets you customize the Fund Code report to fit your church or organization's needs.
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Alternate Fund Codes
When adding or editing a fund code, you can now specify an alternate fund code. This is helpful for organizations whose denominational or organizational offices use a different numbering system than churches.
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Date Ranges in Graphs
When customizing or printing a graph, you can now select a date range in the Reports window. This lets you view gifts, pledges, or both for any date range.
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List Reports
By using the new features in List Reports, you can further customize and filter reports to meet your church or organization's needs. These features include:
Easily research deposits, contributors, and totals during a date range - You can print the Gift Detail Listing by date range and filter by transaction information such as Payment Type, Service, Batch, or Deposit Reference Number. This lets you easily research deposits or contributors, as well as obtain a total giving amount for the date range.
Important trend analysis for future planning - The Multi Year Giving Report provides a five year analysis of gifts per individual with a summary page of total gifts per fund for each year, allowing you to track long-term giving trends.
Accurate pledge balances - You can now customize the Multi Year Pledge Report (previously called the Pledge/Gift Report Multi-Year) report to print only gifts applied to the total pledge amount, providing a more accurate pledge balance. You can still include all gifts, too.
Better tracking of pledges and gifts - The Pledge/Gift Report (previously called the Pledge/Gift Report Single Year) now includes a date range. This lets you see the total pledge amount followed by gifts for that range, gifts for the prior period, and the pledge balance. Non-pledge gifts during the date range are also included.
Tracking void activity - We've added a new Void report that creates a list of voided transactions for a selected date range, helping you better track voids. The report includes the contributor, post date, void date, ACS user who voided the transaction, fund code, description, amount, and reference number.
Statistics Reports
With these new features in Statistics reports, you can obtain more extensive statistical information on pledges and gifts.
New Giving Range Report - A new Giving Range Report provides a total number of contributors who have given a specified dollar amount for the selected date range. This lets you track contributors and gift amounts within your church or organization- for example, how many individuals gave over $5,000 in a month or over $10,000 in a year.
Date ranges in the Pledge to Date Status report - You can now print the Pledge to Date Status Report (previously called the Pledge Gift Analysis by Individual report) for a specific date range, displaying Pledge to Date, Total Pledge Gifts, Non-Pledge Gifts, and the Pledge to Date balance.
Compare totals across months or years - When printing the Pledge/Gift Comparison report, you can select a date range for each column to compare monthly or quarterly amounts, as well as span across years.
See when pledges came in during a campaign - You can now sort and print the Pledge Detail Listing and Pledge/Gift Comparison by the pledge entry date, allowing you to see when pledges came in during a pledge campaign.
Print and display totals by date range - You can print the Summary Gift Totals by Fund, Individual, and by Month reports by date range and display amounts for that date range. This lets you print gift totals for a calendar or fiscal year range, and the end date determines the Week to Date, Month to Date, and Year to Date total.
Contributions Statements
We've added some new features to let you further customize your Contributions Statements.
As of date on the Canadian Tax Receipt and Extract - We've added the "As of" date field to the Canadian Tax Receipt and Extract. Use this to set the date for the YTD amount.
Customized Date Range on the Plain Paper and Flex Statements and Extracts - You can now enter a customized date range on the Plain Paper and Flex Statements and Extracts. This lets you print statements for a non-standard quarter, such as January through September.
Pledge Information prints on Statements - Contributions statements and extracts now include a Pledge Gifts column so that contributors can easily see what makes up their pledge balance for the statement's period.
Automatically print pledges paid in the statement period - When printing pledge information on the Flex, Plain Paper, or Charitable Contribution Statement, the system automatically displays any arrears or future year pledges given during the statement period. This saves you from having to print separate reports for current, past, and/or future pledge balances.
Print Last Year's Unpaid Pledges - When printing pledge information on the Flex, Plain Paper, or Charitable Contribution Statement, you can now include last year's unpaid pledge. If no payments have been made to those pledges in the current statement period, this prints for the Contributor to see.
Summarizing Contributions Data
We've replaced year-end closing with a new feature for summarizing contributions data. This creates a summary transaction that displays the fund the contributor gave to, the amount given, and the pledge status, and deletes all individual transactions for that year.
Summarizing transactions also improves ACS performance, because these summarized transactions purge detail, making inquires, statements, and reports faster. You can summarize Contributions data at any time of the year.
Corrections
Summary | Status |
|---|---|
"Server Runtime Error" displays when opening statements in Constant Contact. | Resolved |
Include if zero YTD displays twice on the Flex Statement report options. | Resolved |
Incorrect report calculations on the Breakdown Analysis of Gifts- Weekly. | Resolved |
CSV Gift Import displays an error that the format is incorrect and will not import. | Resolved |
ACS 11.0 People Suite Enhancements
Merge Duplicate People Records
Is Gerry Jones the same person as Gerald Jones? They have the same address, the same date of birth, and the same prayer requests. If they're married to the same person, you've either got a duplicate record or a need for pastoral counseling. Use our new People Merge feature to merge the two records into one. (See Figure 1.) This keeps the information you want and helps streamline your filing system. You can use People Merge to merge records between ACS for Windows and Access ACS, as well as between ACS for Windows records.
Security settings on this feature match your current Change Family Unit default settings in ACS People. 
Figure 1
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Improved Performance when Downloading Small Groups Data from Access ACS
Receiving Small Groups data from Access ACS is faster. Faster download time also means that you won't need to reset your Small Groups data each time you update, so we've moved the reset button out of your way under the maintenance window. (See Figure 2.) Download time is, of course, dependent on the speed of your Internet connection.
On top of that, Small Groups data downloaded from Access ACS, including attendance markings, is now more accurate than before.
Figure 2
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View and Update Access ACS Logins from ACS for Windows®
Because of your suggestions, we have delivered a solution to allow you to view and update Access ACS login e-mail addresses from ACS for Windows. The e-mail addresses that an individual uses to log in to Access ACS are displayed on the Contact Information tab in View/Edit Individual. (See Figure 3.) If an individual uses an e-mail address that is not on file, you can add it easily to ACS for Windows. When adding or editing an e-mail address in ACS, you can also set it as the individual's Access ACS login. And when you next sync ACS with Access ACS, the updated login information displays in Access ACS too.
Figure 3
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Returning Pagers Made Easy
If your Checkpoint system incorporates handing out pager devices, then your work just got a lot easier. Now, Checkpoint includes a streamline pager return system. As families return the devices, just scan or enter the pager numbers and clear them from the families' records. To speed up the process, you can scan or enter multiple pager numbers at a time, and then clear them all together. (See Figure 4.) Click here for detailed instructions.
Thou shalt not covet thy pager device. If you have the problem of long-lost pager devices, Checkpoint now enables you to view and print a complete list of all current pager assignments, including pager number, family name, and family phone number. Let the phone calls begin. (See Figure 5.) Click here for detailed instructions.
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Export Preferred Phone and Preferred E-mail for PhoneTree
In the PhoneTree extract, you can now export the Preferred Phone and Preferred E-mail fields, which are found on the Contact Information tab. With many people using cell phones rather than land lines, selecting this option lets you pull records for individuals who do not have a home phone.
Revamped Exporting to Excel®
Once upon a time, you may have received errors such as data missing when exporting ACS reports to Microsoft Office Excel®. But no more! You can now export ACS reports to an Excel Worksheet so that your data is exported correctly and completely every time.
Preferred Phone Number and E-mail Added to Two People Reports
You now have the option to include people's preferred phone number and preferred e-mail address in two People Suite reports, the Names and Special Fields report and the Master Listing of People with Two Special Fields report.
Print Latest Log In and Out Times for ACS Users
Keeping track of activity in your dataset should be easier. In the Add/Edit Users > the Users tab, you can now view and print the latest login and out times of all ACS users. To add login and out times to the Users grid, right-click and select Customize. Right-click and select Print Grid to print a report of the log in and out times.
Log In on Another Computer Without Disabling Auto-login
If you are an ACS administrator, you probably use ACS on a regular basis and may have auto-login set up for your computer. However, it's also likely that you have to use ACS on other computers from time to time. Now, just select Login As (under Advanced Tools > Admin Utilities) and you can log in on another computer without disabling auto-login first.
Corrections
Summary | Status |
|---|---|
"Data may be lost" error occurs when saving a report as a Microsoft Excel file in Office 2007 and 2010 | Resolved |
Adding a person while taking attendance for worship services clears previous attendance markings. | Resolved |
In self check-in, users receive an Access Violation error when trying to add a person to a roster. | Resolved |
When previewing the Connections Statistics Graph without using a filter or search results, an application error displays. | Resolved |
When selecting specific connection types in the Connections Statistics Graph, additional connection types that you did not select display in the graph. | Resolved |
Users can transfer an individual to a class that they are already added to. The individual is then listed twice in the class. | Resolved |
When editing a saved report in Report Designer and changing the Data Export without selecting Design Report, the report is blank and you cannot get the data back. | Resolved |
In Reservations Reports, when you print labels by selecting one per family and informal names, formal names print instead. | Resolved |
When you change individual or family label names, these changes do not update to the people picture directory. | Resolved |
When previewing or printing 2-up labels for the Dymo Costar Labelwriter, the labels print horizontally instead of vertically. | Resolved |
If you use the TMS/FS Conversion Utility, every event displays as if it were duplicated when you view events by calendar. | Resolved |
When printing 3-Up labels for active records, inactivate individuals are also included. | Resolved |
In Report Designer, when users save a custom report with the field ACS Variable, the customized title does not display when previewing or printing. | Resolved |
In Advanced Exports, the date last attended is incorrect or does not display. | Resolved |
In the View/Edit Individual window, the previous and next arrow buttons do not work. | Resolved |
If you are editing a person's record and delete an individual comment, the last comment in the list is deleted rather than the one that was selected. | Resolved |
ACS 11.0 Financial Suite Enhancements
New 1099 Options for Vendors
In Add/Edit Vendors, you can select vendors who receive a 1099 statement at year end, as well as the box the vendor's 1099 totals print in on the form. On the vendor's Profile tab, select Vendor is 1099, then select the box you want to print 1099 totals in. When a vendor receives a 1099, be sure to enter the vendor's social security number or Federal Tax ID on the Profile tab.
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Print Individual Names on 1099s
When you pay a self-employed individual doing business through a company, you can now write the checks to the company, but print the individual's name on the 1099. On the vendor's Profile tab, select Use Company as DBA on 1099, then enter the individual's name. When you print the 1099, the individual's name displays as well as the vendor's name.
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Show True Balances on the Posting Journal
The Show True Balance option on the Report Options tab lets you provide ministerial staff with a Posting Journal (Detail or Summary) that doesn't show credit balance accounts as negative, unless the balance is overdrawn. For those with little accounting knowledge, the report is easier to interpret because balances do not display inside parenthesis.
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Easily Track Paid Invoices
The Paid Invoices Report makes it easier than ever to track which invoices have been paid for a specific date range and see which invoices make up the 1099 total on the YTD Purchases List. You can sort the reports by vendor name or code and include other vendor and payment options.
The Paid Invoice Report - Summary displays the invoice date, due date, total invoice amount, amount paid, and 1099 amount paid. The Paid Invoices Report - Detail includes the information from the summary report as well as the Check Date, Check Number, Comment, and 1099 Box fields for each invoice. Both reports are located in Accounts Payable Journals.
Updated W-2 Totals Fields in Define Lists
When selecting W-2 Totals options, the Box 12 description now includes codes DD (Health Insurance) and EE (Designated Roth).
Account Comments Display on the Chart of Accounts - List Only Report
Taking the mystery out of what your accounts are used for, comments now display on the Chart of Accounts - List Only Report. While some account uses are obvious from the description, sometimes it's not enough to decipher an account's purpose. If you enter comments when adding or editing the chart of accounts, these comments now display on the report for easy printing.
New Voided Invoice Report
The new Voided Invoice List report in Accounts Payable displays voided invoices for a selected date range. It also displays the invoice number, description, date, due date, void date, amount, and ACS user who voided the invoice.
Account Number Hash Totals on the Proof List
The Account Number Hash Total now displays on the Accounts Payable Invoice Proof List. This is helpful if you add these numbers as an audit check when posting invoices.
Autofill text in the Memo, Description, Comment, and Explanation Fields
A new Autofill Text option lets you display text from previous transactions in the Memo, Description, Comment, and Explanation fields. When adding additional transactions and entering text in that field, entries from the previous transactions in the session display in a drop-down list, which is helpful if many transactions have the same description.
This option is available in Enter/Post Transactions, Accounts Payable Invoices, Accounts Receivable Invoices, Accounts Receivable Payments, and Purchase Orders.
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Print Forms 1099 and W-2 on Blank Forms
When completing Period End Procedures, you can now print Forms 1099 or W-2 on special blank forms instead of pre-printed ones. To do this, select 1099 - Laser (Blank Paper 4 Part Forms) when printing 1099s, or 4-up Statement Blank Paper when printing W-2s.
Auto Save Default General Ledger Accounts in Accounts Payable
In Accounts Payable Setup, we've added the option to auto-save default GL accounts. When selected, ACS saves the first account used for a vendor to the Accounts tab on the vendor's record.
Corrections
Summary | Status |
|---|---|
"No Records for Selection" displays when printing Purchase Order List or Journal Reports. | Resolved |
An Access Violation displays when exiting Accounts Payable Add/Edit Invoices. | Resolved |
Totals for Box 14 on the 941 do not refresh. | Resolved |
"Record Index Out of Range" displays when editing a student's record. | Resolved |
"Could not run program: Variable 10nCalc '03.18.2011" is not a valid float point value" displays when previewing the Check Register. | Resolved |
Non-Scheduled memorized invoices do not display after generating invoices. | Resolved |
The Analysis of Revenue and Expenses Report requires a description on the Layout tab. | Resolved |
Employees with no accumulation do not display on the Worker's Compensation Report, even when the option is selected. | Resolved |
"Partial amount is greater than amount owing on invoice" displays on Accounts Payable invoices. | Resolved |
"11949 Sql Parsing Error" displays when previewing or printing the Project Analysis Detail report. | Resolved |
When you select One Per Family, payments assigned to student records do not print on the Summary Statement. | Resolved |
When exporting the Balance Sheet or Analysis of Revenue and Expenses reports, the last figures on the report do not have commas or dollar signs. | Resolved |
Assigning Mass Billing Codes from AR Define Lists overwrites Billing Codes. | Resolved |
ACS 11.0 Organizations Enhancements
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.
Contributions Statements
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.
Corrections
Summary | Status |
|---|---|
The Pledge Gift Report does not respect the organization level setting. | Resolved |
In Organizations Labels layout, the 'Start Printing at Label' and 'Label per Record' fields do not allow you to enter a number | Resolved |
In Organizations, search results for a user-defined field displays random numbers instead of the correct information. | Resolved |
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. | Resolved |
The search results tab displays incorrect information for user defined fields. | Resolved |
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. | Resolved |
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. | Resolved |
ACS 11.0 Multi-Site Enhancements
 | ACS Multi-Site features are available for no additional charge to Megachurch Client Program (MCP) clients. If you are an MCP client, contact your Account Manager to receive the ACS Multi-Site Edition. |
Campuses for Multi-Site Ministries
If you're a multi-site church, you can now add campuses and services in Define Lists. You can also associate fund codes with campuses, allowing you to track contributions by campus.
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In Add/Edit Users, you can assign campus rights, so that staff and volunteers at each campus are limited to entering, posting, viewing, and printing reports for their campus' funds only. This reduces the chance of a gift accidentally being posted to a fund for another campus.
You can also print selected reports by campus to get a financial picture of each campus.
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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Related Topics
1 Comment
Hide/Show CommentsApr 10, 2012
Rebekah P Musick
The Enterprise module is now called the Multi-Site module so can we update the wording on the tab as well as wording in the release notes?
Thank you.