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Release Notes

Version: 2024.02

Release Date: 2/1/2024

Learn how to migrate from an old version to a new version

  • You can now enter up to 100 funds:

    • Each fund will be classified as “restricted” or “unrestricted”.

    • A new required column was added to the Journal where you’ll select a fund for each transaction.

    • Many new reports were added to track fund balances and fund activity.

    • Donor statements will now show the fund names rather than account names.

    • See the funds user guide for more info.

  • A new column has been added to the Journal allowing you to indicate if revenue from a donor is not tax deductible (quid pro quo). Classifying income as not tax deductible in the journal will exclude the amount from their donor's tax statement.

  • Enhancements to budget reports:

    • Annual and year-to-date budget reports have been broken out into separate reports for easier readability.

    • The difference column in budget reports will now show in green or red as a visual indicator showing if you are over or under budget.

    • You now have greater flexibility for how/when your year-to-date budget values will increase. You can choose to have them increase by 1/12th the annual budget on the first day of the month, or by 1/12th the annual budget on the last day of the month, or by 1/365th daily. This is controlled in the Settings sheet.

  • A link has been added to the “Date” header in the Journal. Clicking this link will take you to the last transaction entered in your Journal.

  • Critical warnings and alerts:

    • On the Accounts/Budget sheet, if you enter a negative annual budget for a revenue account, or a positive annual budget for an expense account, the value will be highlighted in red (critical warning).

    • If you enter a date in your Journal that is outside the fiscal year, it will be highlighted in red (critical warning).

    • If you choose a revenue account in your journal, but enter a negative amount, the amount will be highlighted in yellow (alert). Similarly, if you choose an expense account, but enter a positive value, it will be highlighted in yellow (alert). Alerts can be ignored in some cases (refunds, accruals).

  • Most critical formulas have been hidden to reduce the chances of accidentally altering them. All formulas have also been “protected” so a warning will pop-up if you do something that could alter them.

  • The Check and Notes columns have been added to donor statements (but can easily be hidden if desired).

  • A new sheet to track “in-kind” giving has been added.

  • Improved help:

    • The most critical information for using the templates effectively has been added to the templates themselves.

    • There is now a welcome sheet, with a quick overview of how to get setup, with links to the sheets required for setup (and a recommended order of setup).

    • There are also a couple sheets explaining reports.

    • Many column headers now have helpful notes if you hover or click on them.

    • Links to relevant sections of the user guide have been added throughout.

  • User guide has been updated to reflect changes for version 2024.02​

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