Create Next Year's Budget –  Resolved an issue in which the routine generated an error message. (8.3.628) NOTE: Amounts entered in this routine (or on the Budget tab in Define GL Accounts) do not appear in the Budget Entry Form grid. The latter routine displays amounts in a temporary budget entry table, which are then applied to the GL accounts table when the Post button is selected. Amounts generated by Create Next Year's Budget and Define GL Accounts directly update the GL accounts table, with no impact on the budget entry table.

Accounts Payable

Void Checks – Optimized the query process in selecting check data to speed printing of the posting report. Also in Payroll. Resolved an issue in synchronizing voiding entries with online processing. (8.3.418)

Print Checks – 

• Modified handling of the Memo field for the invoice so that reports (e.g., Trial Balance Detail) now include this when listing Checking Account items, unless a check includes two or more invoices, and then the Memo text does not print.
• Resolved an issue when the user selected to print a summary for one vendor/invoice on the check stub. The program was printing the last Reference defined for each invoice. Now it uses the check Memo field.

Post Checks – Resolved an issue in posting the summary amount to the checking account. The program was using the last Reference field defined. Now it uses the check Memo field.

1099 – Resolved an issue in printing the State abbreviation for the organization. This requires that the State ID (SEIN) is defined on the State Taxes tab in Preferences > PR > Tax Liabilities, even if not using the Payroll module. (8.3.418)

1099 (3-Line Report) – Resolved an issue in sequencing vendors that have a Trade Name defined.

Payroll

Federal and State Tax Tables/Forms – Updated data for federal and states for 2010. Version 8.3.628 updated the Arizona tax rates.

Export EFW2 – Resolved text of error messages that occurred when validating exported record lengths or when the State is unknown. Also validated with SSA Accuwage program.

Process Employee Payroll – 

• When using the Logos E-Pay system for direct deposit, a new Time Clock button in this routine will download the hours worked, including Personal, Sick and Vacation hours defined on the Logos Ministry Dashboard web-application. 
• Resolved an issue when processing an employee with a Workers Comp code that has the Deduct field set to Limit. (8.3.418)

Print Checks – Added to the screen alert the number of checks needed to complete printing. (8.3.418)

Compute Taxes – The verification process now checks for inactive vendors.

Employee Profile Report – Reduced the font for Earnings/Deductions, allowing more text to print. (8.3.418)

Earnings/Deductions Report – Resolved an issue with the margins on this report.

Earnings/Deductions Report – Resolved several formatting issues with this report.

Quarterly Taxes –

• State Basic Report now shows the total liability for the quarter.
• Quarterly Taxes > State Quarterly > Custom (CA) – Resolved an issue in printing for Self-Employed Pastors with no subject wages defined.
• Quarterly Taxes > 941 – Added the 2010 941 report. (8.3.418) Modified the report to comply with New Hires legislation. (8.3.628) 

Annual Taxes – NOTE: Per IRS regulations, the positions of the Recipient and Trade Name fields have been reversed. Resolved an issue in printing 4-up W-2 forms.

Accounts Receivable

Transaction Entry - Invoices – Implemented automatic payments for Installments and updated the error report that prints when the Installment Total does not match the Balance Due. (8.3.418)

Payment Entry – Extended the Credit Card Expiration field from 2014 to 2020. (8.3.418)

Define Recurring Entries – 

• Added a Recurring Payment button when the Preferences > Banking tab is set to use the Gateway Web Service option. This allows defining automatic credit card or electronic check payments that are linked to recurring items and that will be processed each time the item is posted. (8.3.418)
• Resolved an issue if the Bank Account Gateway information was changed after installments and payments were defined. Now, the computer must have an active Internet connection at the time of the change in order to void the recurring payment data on the Web. (8.3.418)
• If all the detail lines for an invoice are deleted and no new detail line is added, clicking on Done will delete the item. Also, any existing items with no detail lines are automatically deleted. (8.3.418)
• Disabled the Name field when editing a recurring invoice. (8.3.418)

Post Recurring Entries – Modified the query to speed the routine and reduced the amount of memory required to display the report. Also, if Recurring Payments have been defined, only the Run Invoices... option can be used to process those items. The routine will verify that the Gateway web service option is defined and will access the Internet to process any scheduled payments. The routine will save all reports in order to then print Invoices, Posted Invoices Report, Payment Verify Report and any failed Payments. The Finish button is enabled after each of these reports is previewed or printed. (8.3.418)

Void Payments – When a payment is manually voided, the Reference shows "Voided Payment". When it is a failed electronic check or credit card payment, the Reference shows "Failed Payment" with the return status message. (8.3.418) 

Statements – Addressed an issue in sorting statements when the Group by Invoice check box is marked. Also addressed an issue in applying the various Sort By options. (8.3.418) 

Deposit List > Summary – 

• Removed unneeded white space from the report.
• Resolved a sorting issue with the Deatil report when choosing by Deposit Date. The report now always prints in order by Deposit Slip Number and then by either ID or Name, depending on the option selected. (8.3.418)

Installment List – Resolved an issue with the routine locking up. (8.3.418)

Customer Master List – 

• Resolved an issue in using the Customer field on this report.
• Resolved an issue with an error in the 1-line report. (8.3.418)

Billing Codes Master List – Resolved an issue in sorting items when using the By Summary option. Also resolved an issue in printing the full Billing Code. (8.3.418)

Payment Expiration – Added this routine to the Reports menu to print a list of any Recurring Payments that are expiring in the current month.(8.3.418)  

Adjust Applied To – Resolved an issue with manually entering a dollar amount to apply to an invoice. (8.3.418)

Statements and Customer Master List  –

• The Select Customers list in these two routines now hides records that are marked as not Active. A checkbox gives the option to Display Inactive Customers, making these two routines work the same as other routines (Labels, Email, etc.) that use this Select Customers feature.
• Added a Group by Invoice option to the Balance Brought Forward statements, allowing all transactions for the same invoice to be listed together.  

Deposit List – Added the option to print the Detail report in order by Customer ID or Name. Also added an Overpayment column to the report to note if a customer had paid more than the invoice amount. 

Installment List – Resolved an issue in which the routine went into an infinite loop and locked up the program.

Additional Contacts List – Added new format options.