Ideas to Impact Conference: May 28-31, 2019

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8.0F Release 3-30-17

 

To get the latest version, go to the File menu in your program and click Check for Program Update. Or, just click Download Now.

 

We recommend updating to DioOffice 8.0F, which offers the following enhancements.

 


New Features

Vanco Credits

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.

 

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Improved Features

Match Vanco and PDS IDs

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.

Unmatched Vanco Families

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.

Acceptiva with Family ID

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 Canadian Statements

You can now send separate statements for Canadian tax receipts.

New Lockbox Import Format

We added the file format for Iberia Bank. If you use that bank, you can now use the Lockbox import.

 

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Corrections

We fixed the following issue that affected some of our clients.

  • The Collection Rate report was printing the last rate instead of the collection rate. 

 

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