We recommend updating to DioOffice 8.2A, which offers the following enhancements.
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.
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 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.Now, you can
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.
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.
We modified the Lockbox import for Iberia Bank. Now, “LockBox” displays in the comment field of each fund history entry created during this process.
PDS Training Library on the Client Portal. From there, you can select and view video tutorials for your program.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
We fixed the following issues that affected some of our clients.