Batch Manager Tool - October 2022
This release includes enhancements to Congregation filters and labels, as well as some fixes. And the best news? No scan service update is needed!
Note: We are temporarily removing the ability to delete a batch from within the Batch Manager Tool. The option will be grayed out in the drop-down menu. If you need to delete a batch for any reason, please delete it from the Platform.
Batches
- Added an "All Permitted Congregations" option in the Congregation drop-down menu when creating or ending a batch in the Batch Manager Tool.
Note: A specific Congregation must be selected in order to save the Batch.
- Enhanced the Batch Manager Tool to display the Congregation name after the Program name in the Donation drop-down menu.
- Enhanced the Payment Type drop-down menu so that the list appears in alphabetical order.
- Enhanced the Operator drop-down menu so that the list displays in alphabetical order.
- Updated the Item Count field so that it is limited to three characters.
- Fixed an issue where Programs available when adding Distributions in the Batch Manager Tool were limited by the Congregation selected for the batch.
- Fixed an issue where MICR data was added to the memo field for scanned checks, rather than being populated only on imported batches.
- Fixed an issue where the cursor jumped when entering a date directly into the Setup Date field rather than using the date picker.
- Increased the Deposit Account Number character limit to 30 characters to match the Bank Destination Account Number character limit.
Scanning
- Updated the error message displayed when the scanner was detected and the scanner selected in the Scanner Settings do not match for clarity.
- Fixed an issue where the printed endorsement started too far down the check, leaving it incomplete.
- Fixed an issue where MICR information appeared in the memo field after closing and reopening a batch when the default contact is selected.
- Fixed an issue where check totals were not populating when scanned in the Batch Manager Tool.
General
- Updated the Batch Manager Tool's End-User License Agreement (EULA).
- Updated the Batch Manager Tool to display the Display Name from the Contact record rather than the Display Name from the User record, which has been deprecated.
- Added a warning message to be displayed when a User without rights to the Batch Manager Tool attempts to log in.
- Fixed an issue where the Batch Manager Tool did not switch between Users when the first User logged out of the Platform and a new User logged in and launched the Tool.