We recommend updating to DioOffice 8.0F, which offers the following enhancements.
PDS now handles credited transactions. When you pull online payments from Vanco, any credits back to a family are pulled into PDS as credits, not payments.
When posting Vanco payments, you can match a family using their ID number. Before, you had to go online to update the family's Vanco record. Now, PDS automatically updates that ID number with Vanco.
When posting information from Vanco, some families may not be matched by ID or name/address, or the fund may not be found. If you don't manually match the PDS record or fund, the family is not posted.
Now, the batch report prints entries that were not posted at Vanco or in PDS and entries that weren't selected for posting.
When importing information from Acceptiva, you can now include the family ID number.
If a family is matched using the ID but the name or address doesn't match the record, you'll see a message.
send separate statements for Canadian tax receipts.You can now
We fixed the following issue that affected some of our clients.