Prior Versions

• Prior Versions
  • Version 25 - Released 2023
    • • Notebird Integration
      • Membership
      • Donations
      • Accounting
      • Payroll
    • v25.23.1 - Service Release 1
      • Notebird Integration
      • Membership
      • Donations
      • Accounting
      • Payroll
    • v25.23.2 - Service Release 2
      • System
      • Donations
      • Accounting
      • Payroll
    • v25.23.3 - Service Release 3
      • System
      • Membership
      • Donations
      • Accounting
      • Payroll
  • Version 24 - Released 2022
    • • Payroll
    • v24.22.1 - Service Release 1
      • System
      • Payroll
      • Administration
      • Membership
      • Donations
      • Accounting
    • v24.22.2 - Service Release 2
      • Payroll
      • Accounting
    • v24.22.3 - Service Release 3
      • Payroll
    • Accounting
    • v24.22.4 - Service Release 4
      • Payroll

Version 25 - Released 2023

Notebird Integration

• Export Church Windows data in partnership with the Notebird application

Membership

• Print Donation Statement from the Giver # shortcut in individual records

Donations

• Save documents associated with Giving Accounts or donations

• Applicable reports provide control for dates of Giver # assignment

• Export statement label data as a text file

Accounting

• Addition of Annual Comparative Treasurer's report

• Ability to enter negative balances on bank reconciliation

• Pay All Bills for a vendor in Pay Bills

Payroll

• Check stub sub-report displays grand total for multiple pay labels

• Detail Hours report shows PTO outside reported date range for accurate to date totals

• Detail Hours report offers optional PTO column shown in days

• Enter up to four decimal points for accumulated PTO

• Calculate Adjustment offers the ability to zero out the pay rate for PTO

• Void Pay/EFT records the user and date/time

• Ability to archive taxes or labels that are no longer in use

• Updated the preliminary Federal tax tables and state tables for Ohio.

v25.23.1 - Service Release 1

Notebird Integration

• Export Church Windows data in partnership with the Notebird application

Membership

• Print Donation Statement from the Giver # shortcut in individual records

• Bug fixes for Label workflow

Donations

• Save documents associated with Giving Accounts or donations

• Applicable reports provide control for dates of Giver # assignment

• Export statement label data as a text file

• Bug fixes for Saved Batches in Enter Donations

Accounting

• Addition of Annual Comparative Treasurer's report

• Ability to enter negative balances on bank reconciliation

• Pay All Bills for a vendor in Pay Bills

Payroll

• Check stub sub-report displays grand total for multiple pay labels

• Detail Hours report shows PTO outside reported date range for accurate to date totals

• Detail Hours report offers optional PTO column shown in days

• Enter up to four decimal points for accumulated PTO

• Calculate Adjustment offers the ability to zero out the pay rate for PTO

• Void Pay/EFT records the user and date/time

• Ability to archive taxes or labels that are no longer in use

• Updated the preliminary Federal tax tables and state tables for Ohio.

v25.23.2 - Service Release 2

System

• Backups can be made while other users are working on the Network.

Donations

• Account Giving graph in the Dashboard displays all months in selected date range.

Accounting

• Added a prompt to update when posting a recurring transaction involving an inactive account

• Defaults to a vendor's standard payment amount in Enter Bills

• Bug Fix: File attachment permissions

• Bug Fix: Totals for filtered accounts on the Annual Comparative Treasurers' Report

Payroll

• Deposit amounts that are split between accounts will update when Net Pay is changed in the Browse screen during Calculate Payroll

• Corrected withholding for grossed up bonuses

• Bug Fix: PTO amounts in Detail Hours report for multiple years for the same label

• Bug Fix: Prevents addition of the same allowance or deduction added to a payee file more than once in the same time period

• Safeguards added to prevent Transfer to Accounting when checks or EFT file have not been created

• Payroll Transfers to Accounting include a time stamp

• Transfer to Accounting screen does not show when Accounting is not an active module

• Added optional employer contribution to Miscellaneous Tax based on hours worked

• Bug Fix: Vendor First and Last names on 1099s

• Updated Federal tax tables

• Updated State tax tables for AL, DC, GA, IA, IL, IN, MD, MN, MS, NC, ND, RI, and VT

v25.23.3 - Service Release 3

System

• Added function to restrict Notebird uploads to certain Church Windows User Accounts.

Membership

• Notebird uploads now include Family Comments in the notes and checks for the latest record version.

• Notebird accommodate nicknames and legal names from Church Windows.

Donations

• Corrected issue with assignment of batch codes during import.

Accounting

• Corrected an issue with missing accounts in recurring transactions.

• Uploaded files can be extracted while viewing an Accounting transaction.

Payroll

• Calculate Payroll more smoothly incorporates the creation of EFT files and Transfer to Accounting workflows.

• Updated tax calculation for MA.

Version 24 - Released 2022

Payroll

• More robust employee files with additional fields including comments, title, emergency contact, and employment history

• View full history of pay rate changes

• Totals tab in Employee files now include every year's payroll information

• Archive former employees and contractors

• Use Departments to filter employee payroll

• Created unlimited pay labels

• Create date ranges for allowances and deductions

• Separate wizard for Miscellaneous Tax setup

• Customize and save check stubs and layouts.

• Design to any check paper stock

• Add your own branding to checks and stubs

• Expanded report offerings with flexible customization

• Save groups of reports for efficient batch reporting

• Direct Deposit one pay into two different accounts

• New partnership with eFile provider, Aatrix

• Make tax payments and file electronically without leaving Church Windows

• Recover forms and filings from prior years

• State electronic filings

• Option to allow employees to get their W2's online

v24.22.1 - Service Release 1

System

• You can now paste text into the body of an email

• Adding line item comments will no longer cause an error

Payroll

• Local graduated taxes with too many zeros in the table has been corrected

• Entry descriptions for EFTs will truncate after 10 characters

• EFT conversion for Tax ID has been fixed to exclude the dash

• Conversion can occur even with old local tax IDs

• Miscellaneous taxes now show on payee grid

• Removed check box that allows for voiding an entire year

• 'Treat as Hourly' check box for a salaried individual computes correctly throughout reports and transfers

• Division of PTO and Regular pay defined for salaried people

• You will now be warned when a pay label attached to a PTO accrual is going to be deleted

• Void process will only allow you to choose those not already voided

• Employees will now appear in the list for Group Term Life and Group Health

• The search function for contractors has been fixed

• You can now create a transfer audit report after transfer

• The state withholding now appears in the correct box on the W-2 and state specific forms

• Validation of zero in the beginning line of local taxes for graduated taxes

• Miscellaneous taxes can now be based on either state taxable or social security taxable wages

• The user edit log now displays correctly

• Unbalanced entries will be prevented from transferring to Accounting

• Fixed tax tables for the state of Connecticut

• Duplicate transfers of pay will be prevented from saving a pay during the Calculate Payroll process

• Prevented an error from occurring when voiding contractor pay if they have no DBA name

• Prevented an error from occurring when the only employee has been archived

• Alphabetized drop down list for contractors

• Fixed rounding issues

• Accounts payable accounts can now be selected in default account setup

Administration

• Organization name and customer number display on the opening menu. This can be set in Administration > Sys Info.

Membership

• Mass Assign Default Email feature for group givers corrected

Donations

• Minor bug fixes

Accounting

• Attaching a file from the Charges/Interest tab of Bank Reconciliation corrected

• Subtotals can now be filtered for one type of account

• 1096 and 1099 Tax Reports now available for eFiling or Print via Aatrix

v24.22.2 - Service Release 2

Payroll

• New Detail Reports for Allowances, Deductions, Local and Misc taxes

• Pay Period Deductions Report includes detailed totals for local taxes and deductions

• Ministers are included on the State Unemployment Reports

• Corrected a bug that duplicated payroll transfers to Accounting

• Prevents a Pay Label from being deleted if it's been used

• Data Setup displays a wider date range of Tax Items and Misc Tax to show more items

• Fixed an error in calculating an allowance with a monthly frequency

• Creates a FICA line in transfer records for someone paid only an allowance

• Added year selectors to Monthly and Employee tabs to view specific date ranges

• Fixed Misc Tax totals in sub reports

• Moved W-2 Box to the first screen in the Misc Tax wizard to allow for edits

• Made adjustments to the Browse Payroll screen for Misc Taxes

• Local taxes and Miscellaneous taxes are sorted alphabetically in Aatrix

• Miscellaneous taxes are available in the Aatrix employee look-up records

• Correct hyphenation in the EFT file Federal ID

• EFT calculation will open Transfer to Accounting after posting

Accounting

• Corrected Print 1099 by Default option in new Aatrix form

v24.22.3 - Service Release 3

Payroll

• Fixed incorrect "Taxes are not setup" message when a generic withholding was assigned to local or misc tax

• Fixed errors for Family/Medical Leave forms for tax filing

• Box 14 reporting allows for appropriate Misc taxes

• Disabled Cancel button after check numbers have been entered and emphasized notice to print checks

• Archive button relabeled as Archive/Restore

• Noted that items in the Transfer to Accounting screen are ready to be transferred

• EFTs total a single amount for bank reconciliations.

• Improved clarity in Tax Item Detail reports

• Archived and Terminated employees included as a default for Pay Type reports

• Added draft reports for the 941 and W-2

• Changes made to PTO accrual for salaried employees. Accrual is now calculating based on hours worked. If no hours are entered, accrual will be based on the default number of hours set in their Employee record

• Added the ability to enter a maximum amount of time earned with an option to resume accrual to the maximum after time is used

• Added the ability to adjust PTO earned in an Adjustment

Accounting

• New alerts for due dates on unpaid bills

v24.22.4 - Service Release 4

Payroll

• Federal tax calculations updated
• State tax calculations updated for Michigan and Illinois
• Improvements to Calculate Payroll work flow involving EFT processes
• Corrections to third-party sick pay reporting
• Fixed bug when calculating an adjustment for an hourly employee with no hours
• Improved PTO entry and adjustments
• Pay Type Earnings Report corrected for employees that were switched from salaried to hourly pay.
• Corrected YTD figures for reprinting checks or pay stubs from earlier in the year
• Added EFT sequence numbers to Payroll Accounting Audit Report