Release date: September 23, 2014 (October 2nd for Data Hosting).

  • Reports:
    • New – Employee Address Labels: Reports for two label sizes have been added for employees. This was a much requested report. Thanks for your input! Found under Standard Reports > Employee Data > Time Address Labels.
    • New – Employee Benefit Detail (Used): Includes hours taken (used) for vacation, sick, and training, along with the Comment field—also a much requested report. Found under Standard Reports > Employee Data > Employee Benefit.
    • New – Employee Salary Summary: Useful to give to your main office or an outside payroll service. Found under Standard Reports > Employee Data > Time Card Summary.
    • Enhanced – Billing Box reports now include date buttons for Next Week and Next Month to more easily select future dates for forecasting purposes.
    • Enhanced – Employee Time Cards: Modified to accommodate very long Pay Codes.
  • Family Data & Accounting:
    • New – Reset Tracking: Added to Maintenance Utility the ability to remove existing child, account or vendor tracking items from people/accounts to whom they are assigned. For example, if you had Summer Camp Weeks as a tracking category—you may wish to keep it, but remove the assigned weeks from all children at once.
    • Enhanced – Email: Bulk Email messages (such as those sent using the Email Accounts feature) will be sent individually instead of to a long list of BCC recipients. This was done to avoid issues with some email providers that limit the number of recipients included in the CC and BCC fields. This also means your out box will now show a separate email sent to each address.
    • Enhanced – Adding People: When adding a person through the Person Search screen (such as adding an existing person) and you need them to be a new person, the information typed in the search screen will be copied to the Person Information screen so you don’t have to re-type it.
    • Enhanced – Batch Enrollment Status and Classroom Graduation: Names are now sorted by last name (instead of first name) and display as Smith, Cindy instead of Cindy Smith.
    • Enhanced – Child and Employee Schedules: Added ability to sort by date. The default order was also changed so the newest dates appear at the top. Previously, new entries appeared at the bottom.
    • Enhanced – Batch Schedule Overrides & Absences: Names are now sorted by last name (instead of first name) and display as Smith, Cindy instead of Cindy Smith.
    • Enhanced – Individual Overrides & Absences: The Override and Absences tabs can now be sorted by date. The default order was also changed so the newest dates appear at the top. Previously, new entries appeared at the bottom.
    • Enhanced – Drop-In Contract Billing and Drop-In Formula Billing now have up/down arrows to move between families.
    • Enhanced – Quick Ledger Posting: Added funnel/filter icon with text to make it clear the list of families is based on your Filter Settings.
    • Enhanced – Department and Work Area names: For brand-new installations, departments that could be confused with classrooms will include “Dept.” in their names, such as the “Infants Dept.” and work areas that are also classrooms will have “Room” in their names, such as the “Infants Room”.
    • Fixed – Batch Schedule Overrides & Absences: Corrected issue with the child selection checkbox where checking and unchecking boxes did not work as expected. This prevented you from being able to save the overrides or absences.
    • Fixed – Individual Overrides & Absences: Fixed issue with totals on the Balances tab caused when moving between families. Also corrected a sort order issue.
    • Fixed – Immunizations: The “Overdue Now” alert (red syringe) will no longer be triggered by withdrawn children.
    • Fixed – Drop In Contract Billing: Fixed an issue with a System.NullReferenceException that could occur if multiple contract cycles were selected and the last item in the billing box was also selected.
  • Check-In Screen:
    • Enhanced – Check-In Options: When Fingerprint or Cardswipe is selected, the default of “Require Password” will now be unchecked (turned off).
    • Enhanced – Check-In Options: When “Require Password” is unchecked (turned off) it will no longer be necessary to select a password when a person registers for check in.
    • Enhanced – Accounting History: Previously the Accounting button at the check-in screen was limited to showing the 10 most recent transactions from the Account Ledger Card. Now the entire ledger history is available by scrolling.
    • Enhanced – Check-In Screen Message: When a child did not have a classroom assigned the message used to say: “No Primary Classroom Assigned. Please See The Director”. This has been changed to “The child does not have a primary classroom. Please ask the director to assign one”.
  • Expenses & Ledger:
    • Enhanced – Beginning Balances: The very first time you enter beginning balances, the date will default to the end of the prior year instead of today’s date.
    • Enhanced – Number Formatting: On the Payment History / Recent Payments portion of the main screen for each vendor, commas have been added to the number formatting so large numbers appear as 1,234,5678.90 instead of 12345678.90.
  • Enhanced – Backups: For brand-new installations, Scheduled Backups will be turned on by default. For current users, we encourage you to turn on Scheduled Backups.
  • Fixed – Agency Payment Posting: In certain cases, when an automated billing batch (that involved an agency ledger card) was voided, it could cause display issues at the Agency Payment Posting screen (voided items could still appear). This has been corrected for brand-new installs and can be fixed by running a repair on existing installs (go to Supervisor Utilities > Run Repair).