Ideas to Impact Conference: May 28-31, 2019

Experience over 150 classes, inspiring speakers, software and ministry experts, and church staff sharing ideas.

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8.2A Release 2-8-18


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 8.2A, which offers the following enhancements.


New Features

Notify and Dismiss Other Program Users

With the right permissions, you can send a message to other program users. This displays to those currently using the program and to those who open the program once you send the message. You can also force users to exit if you need exclusive access to, for example, run a process that alters data. For details on setting and using this feature, see View User Activity.

View and Modify Batches

We added an area where you can view all financial batches including those posted during Payment/Donation Entry, Fee Entry, Terms/Rates Entry, Pledge Card Entry, as well as those imported from EFT companies.

With the right permissions, you can modify transactions in a batch, add a new transaction, or delete a transaction. You can also delete the batch, if needed.

Once you save your changes, you can leave an audit trail. If you click Yes, the original transaction is retained but the check number is changed to “Mistake”. This works like EFT-Error and excludes the amount from financial totals. Then, a second transaction is added with your changes. If you click No, the original transaction is changed or deleted. You can see a note about the change in the Comments field of the transaction. The change is also noted in the User Log.

On the Development Funds window, click Processes > View Batches. For details and steps, see View and Modify Batches.

New Option to Match Vanco Report

We added a report option in the eGiving quick posting. Entries are sorted by date and account type to better match the reports you get from Vanco.

Log Reasons for System Processes

Now, you can log a reason for change when you run a system process from the File menu. This reason displays on all affected records. Go to the record, and click Reasons for Changes on the left.

New Shortcut Key for 'Find'

Now you can use the Ctrl+F shortcut key to open the Search dialog box. In any window where you can search for records, hold down the Ctrl key then press F. You can also use this to open the Find dialog box in Reports.


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Improved Features

Search Saved Selections and Additional Selection Fields

We added a Find button in the list of saved selections. This works just like the Find feature in the Reports list.

You can also search in the list of additional selection field names. On the Additional Selections tab, click to add a new condition. Then hold down the Shift key and press ? to open the Find dialog box.

Lockbox Import for Iberia Bank

We modified the Lockbox import for Iberia Bank. Now, “LockBox” displays in the comment field of each fund history entry created during this process.

Tutorial Videos

Now, the video icon  displays in the top-right corner of every window (beside the notification bell and help icons). Click it to go to the PDS Training Library on the Client Portal. From there, you can select and view video tutorials for your program.


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Corrections

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

  • We changed the postage statement format from bitmap to jpg so they print a little clearer.
  • If you disabled all of your additional selections, reports displayed blank.
  • When adding a new family or member phone number, if you moved the mouse out of the grid, the new line disappeared.
  • Name format 14 was not printing as shown in the example.

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