ACS Technologies is pleased to announce the release of Membership Plus Version 12.5.3!
This revision includes the following enhancements, changes, and corrections for Membership Plus version 12.

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Download and Installation Instructions for Revisions

 

Enhancements

Accounting

 Added new report, Trial Balance – Actual (No Year End) to report balances without the year end closing entries to the Fund Balance accounts. This can be printed on 12/31/xxxx or the last day of your fiscal year end to show correct account balances before year end closing takes place.

 Preview

 Updated the Cash Flow (Details) and Cash Flow (Totals) to reflect transactions made to Designated accounts.

 Preview

 

Corrected the Budget Calculators when entering new budget information.

 Updated the GL Report to print all transactions that affect the filtered selected account when selecting specific accounts on the Option tab. In previous versions selecting an account would only print those sides of the transaction that affected the selected account and not the offset side of the transactions.

 Preview

 

Backup/Restore

The Backup program now includes Pictorial Directories.

 Preview

 

Financials

 Added a new Delete Split option to Contribution entry to remove split information added incorrectly or in error.

 Preview

 Corrected the Contribution Proof List Fund Summary. In previous version it would not record totals that were identical to the same fund.

 Preview

 Updated the software to not allow duplicate Fund Numbers in Financials.

 Preview

Members

 Changed contact sort order on the Member/Family Directory by Family and the Family Directory by Family Members to be by the order the contact label was added in Membership Plus. Normally this is, Home, Cell, Work.

 Added the ability for administrators to print Member Note Reports for all Note Types at the same time.

 Preview

 Updated the Classes & Small Group Absentee Report to display the Small Group or Class the report is printed for.

 Preview

Schedule

 Added the ability to sort the Absentee Report under Meeting Reports.

 Preview

Changes

Accounting

 Enabled Fund Balance Account for account types 11 and 13 (investment income and expense).
 Accounting - Budget - removed amortize from drop down list options.

 Preview

 Changed the budget window to only display Income and Expense account types.

Contributions

Reports - Contribution Reports – changed Receipts folder name to Receipts & Statements.

 Preview

 Reports - Contribution Reports – changed name of Charitable Contributions Report.

 Preview

Added a Header Memo field under the Date Receipt Issued field. Use this for a Location Issued on the Canadian Tax Receipt and Summary.

 Preview

 

 Added the DepositID to the Select Deposit screen when adding a new contribution.

 Preview

 Changed the label Enter Batch ID to Select Batch ID.

 Preview

Members

 Added  Edit/Save option to Contacts, Dates, and User-Defined sections of the Data entry tab for Families, Individuals, and Organizations.

 Preview

Reports

Changed all graph reports to display the Options tab first, instead of the Format tab.
 Moved the following reports to new folder under Member Reports:

  • User Date Report
  • User Field Report
  • BirthDATE List User Date
  • BirthDAY List User Date
 Preview

Schedule

Cursor no longer moves back to the top of the list when marking attendance under Meetings.

Corrections

Accounting

In previous versions when adding a new account, a blank Cash account was also created. This has been corrected.
Accounting Graphs: Expense by Account and Income by Account now report correct totals.

Members

Corrected the Copy and Move Membership options in Groups & Activities to work.
Corrected the Member Note issue of it adding an 1899 date to the End Date when this is left blank on data entry. The end date now matches the Start Date
Corrected the Groups/Activities selection box on reports to fix the Clear All option.
Corrected the Groups & Activities Groups – Group Count for the Multiple Color option to work correctly. In previous versions you had to mark it as False to get the multiple colors and True to get one color.
Reports - Member statuses containing spaces between words causing issues has been corrected.

Reports

Family Profile w/ Family Members and Family Quick Profile show duplicate information after adding a new contact number in previous versions of 12. This has been corrected.
The GL Report Cleared Column doesn't print on the same page as transaction. This has been corrected.
Corrected the calculations on the Summary GL report for Designated accounts.
Corrected the Member Directory with Individual Contact Information to display more than one Contact record.
Corrected Family reports to not show contacts not marked to show on Reports and marked unlisted.
Fund Proof (Details) and Fund Proof (Totals) can now be sorted by Account Number.
Corrected the Directory with individual Contact Information to work when a Group is selected on the Filter/Sort tab.
Corrected the Member/Family Directory with Special Character to look at the Member Status of the Individual and not the Family.
Corrected the following reports to print the Organization’s address when the option is selected on the Format Tab:

  • Directory with Individual Contact Info
  • Member/Family Directory by Family
  • Member/Family Directory with Special Character

Updated Quick Letter to merge any contact information. In previous versions only the Primary Phone merged.
Corrected the Meeting Reports Trends to populate data when the criteria was changed.

 

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