This article informs you of recently added features, enhancements, and changes made in ParishSOFT Accounting
July 1, 2025 (v12.00)
Enhancements
2025 Q2 941 Tax Form Update
We've updated Accounting with the 2025 Q2 941 tax form update. This update ensures that payroll users can generate the correct version of the form with ease. When you generate the 941 for the Second Quarter of 2025, you'll see the new version of the form with all your data displayed accurately in the appropriate fields.
Idaho Withholding Tax Update
We've implemented the latest Idaho withholding tax rate update to keep your payroll calculations current and accurate. Rest assured that your state tax calculations for Idaho will now be in line with the most recent regulations.
June 18, 2025 (v11.00)
Infrastructure Updates
Make use of Viewstate or Querystring instead of Session Properties
We've made significant improvements to our code efficiency by replacing session properties with Viewstate and Querystring alternatives. This change affects 48 session properties that can now use Viewstate for same-page operations and 1 session property that now uses Querystring for sequential redirects.
- Key changes include:
- Replaced session properties with Viewstate for improved performance
- Implemented Querystring for the BillPayID property
- Updated various features including invoice management, customer information handling, and financial operations
- These updates will result in more efficient data handling and improved overall performance of the PSA system.
Improve Error Logging
We identified that some types of error messages were not being correctly logged in our system. We have updated the logging to ensure that we capture details of all errors in our logs.
June 4, 2025 (v10.00)
Infrastructure Updates
Remove Unnecessary and Unused Session Variables
In our ongoing efforts to optimize our codebase, we've identified and removed 22 session properties that were either unnecessary or unused in the current PS Accounting code. This cleanup will help streamline our codebase and potentially improve performance.
Key points:
Removed unused session properties, including AdminPersonName, MinistryID, DefaultDepositAccountID, journalDate, and PositivePayAction
Conducted thorough code review to ensure removed properties were truly unused
Improved code maintainability and reduced potential for errors
May 21, 2025 (v9.00)
Enhancements
Add PSA Favicon to Project
We've added a shiny new favicon to ParishSOFT Accounting! Now, when you're browsing our site, you'll see our icon in your browser tab. This makes it easier to identify and navigate between your open tabs, to help you distinguish ParishSOFT Accounting from other sites you may have open. While the favicon helps with tab identification, we recommend avoiding having multiple ParishSOFT Accounting tabs open simultaneously for optimal performance and data integrity.
Update Documentation Links in PS Accounting
We've given our documentation links a much-needed refresh! You'll now find:
Up-to-date Release Notes at a new, easy-to-remember location
A direct path to our Success Labs videos for all your training needs
These updates apply across all modules, ensuring you always have access to the most current information and resources.
May 12, 2025 (v8.01)
Bug Fix
Print Selected Button not Working
We're pleased to announce that we've resolved an issue with the Print Selected button in ParishSOFT Accounting. This fix addresses a problem where clicking the Print Selected button in the check printing process wasn't producing any results for some customers.
We understand how crucial smooth check printing is for your day-to-day operations, and we appreciate your patience while we worked on this solution. The fix ensures that you can now efficiently print your selected checks without any interruptions.
If you encounter any issues or have questions about this update, please don't hesitate to reach out to our support team. We're here to help ensure your PSA Accounting experience is as seamless as possible.
Thank you for your continued trust in ParishSOFT. We're committed to constantly improving our services to meet your needs.
May 5, 2025 (v8.00)
Bug Fixes
Duplicate Check Number Prevention
Fixed an issue that allowed duplicate check numbers when using alphanumeric characters. Your financial records will now be more accurate and easier to manage.
Duplicate Charge Numbers in Integration with KleerCard
Resolved a rare issue that could cause duplicate charge numbers to be created through the integration with KleerCard.
Apr 23, 2025 (v7.00)
New Updates
Add Last Login Date to Accounting User List Report
The User List report in the Consolidation Manager module has been updated to include the date of the user's last login.
The existing User Name column has been replaced with the new Last Login column.
This update allows for easier identification of inactive user accounts, enhancing security management.
If a user has never logged in, the Last Login field will be empty.
Indiana State Tax Rate Update
We've updated the Indiana state tax rates to comply with the latest changes.
This ensures that your payroll calculations remain accurate and up-to-date.
Q1 941 Form Update
We've published the 941 form for Q1 of 2025
Bug Fixes
The organization selector page not displaying for first-time logins
We've resolved an issue where the organization selector page wasn't showing up for some users logging in for the first time.
Now, when these users log in initially, they'll see the organization selector page as expected.
Budget figure addition issue
We've addressed a problem where budget amounts were reverting to previous values or increasing unexpectedly for some customers.
Impacted customers can now successfully clear current year budgets and enter or import new budget amounts without unexpected changes.
API key generation affecting Username hyperlink visibility
We've fixed a bug where the Username hyperlink disappeared for Consolidation Users after generating and saving an API key.
April 9, 2025 (v6.00)
Bug Fix
Corrected Surplus Ratio Report for Organizations with Long Names
We've updated the Accounting Surplus Ratio report to accommodate longer organization names. Now, organization names of up to 60 characters can be accommodated by the report without encountering any errors.
Your organization name will be displayed prominently at the top of the report, utilizing all available space. For extra-long names, we've implemented a smart truncation feature, ensuring a clean and professional look.
User Creation Issue Resolved
We've addressed an issue in the user creation process. Previously, creating multiple users with identical first and last names on the same day could result in user access issues.
Our team has implemented a robust validation check to prevent this scenario. Now, you can create users with confidence, knowing that each user will have a unique identity and access to their correct organization(s).
Mar 26, 2025 (v5.00)
Bug Fix
Error When Sending New Bills to Bill.com
We've resolved an issue that was causing an error when creating new bills in PSA for Bill.com organizations within the Archdiocese of Atlanta.
Users should now be able to create bills without encountering API errors from Bill.com.
Mar 12, 2025 (v4.00)
Credit Cards
Increase Credit Card Authorization Field
On the Credit Cards > Charge Information screen, we've expanded the Authorization field limit from 20 to 50 characters, allowing you to store more detailed information for your transactions.
You can now enter up to 50 characters in the Credit Card Authorization field through the user interface or via the KleerCard integration.
Bug Fixes
Fixed Login Issue for Users with Apostrophes in Email Addresses
We've resolved an issue that prevented some users with apostrophes in their email addresses from logging in when Multi-Factor Authentication (MFA) is enabled.
All users with an apostrophe in their email address can successfully log in and access the organization selection page, regardless of an apostrophe in their email address.
Accounting and Offering API Key Integration Issues Resolved
Fixed API key validation for Diocesan Administrator-type users
Fixed an issue with the Accounting Integration fields not displaying in Offering after a valid integration API key was saved for a user.
Feb 26, 2025 (v3.00)
Bug Fix
Error When Sending New Bills to Bill.com
We've resolved an issue that was causing an error when creating new bills in PSA for Bill.com organizations within the Archdiocese of Atlanta.
Users should now be able to create bills without encountering API errors from Bill.com.
Feb 4, 2025 (v2.1)
Hot Fix
W-2 Copy B 4 Up Blank Paper Now Allows 15 Digit State ID
We've addressed an issue in ParishSoft Accounting where the "W-2 Employee Copies B & C, 4-Up Blank Paper" form wasn't displaying the full 15-digit State Tax ID, for states that use a 15-digit ID.
The fix ensures that all 15 digits of the State Tax ID are now correctly printed on the form, aligning it with other W-2 options that were already displaying the full ID.
Jan 29, 2025 (v2.00)
Enhancements
Vendor Data Modification Tracking
The DateModified field on vendor records is now automatically updated to the current date and time when changes are made using the vendor editor page. This enhancement ensures accurate tracking of the most recent modifications to vendor data.
Additional State Tax Rate Updates
Updated with additional state tax rates that have been released since the previous update.
Enhanced Logging for DatabaseOrganization Changes
A new logging system has been implemented for the PS Accounting License Tool's DatabaseOrganization page.
The system captures the email address of the user making the changes, as stored in the PS Admin Tool.
Each modification is timestamped with the current date and time.
Multiple changes saved simultaneously are individually logged for comprehensive tracking.
Fixes
Username Preservation During MFA Onboarding
Resolved an issue where usernames were incorrectly changed to email addresses during Multi-Factor Authentication (MFA) onboarding for users with multiple accounts.
The fix ensures that when MFA is enabled and non-MID user accounts are joined together, the usernames of all associated accounts remain unchanged.
Payroll Taxes Not Calculated for "Married - Separately/Spouse Employed"
Resolved an issue with 2025 payroll processing that prevented taxes from being calculated for employees with a Marital Status value of "Married - Separately/Spouse Employed"
Jan 21, 2025 (v1.01)
Hotfix – Tax forms
Vendor names not printing (1099-NEC)
When a SSN is used as the vendor's TIN, vendor names were not printed on 1099-NEC forms.
Incorrect Values Printing (1099-MISC)
When the Recipients TIN field is blank, an incorrect value is printed on the 1099-MISC 2-up Preprinted form.
Jan 16, 2025 (v1.00)
Ledger & Payables
Add Uncleared Only Transactions Filter
Added "Uncleared Only" checkbox to Credit Card Search page
Implemented filtering functionality for uncleared transactions
Sort Credit Card Charges Report by Transaction Number
Added new Charge Number sorting option for Credit Card Charges report
Payroll
Add Payroll Date to Payroll > Detailed Deductions Report
Added payroll date to the Detailed Deductions Report, to provide users with a clearer understanding of which payroll each item in the report is associated with. The payroll date will be displayed alongside the existing payroll number and name
MFA
Add Entities View on PSA Login Page
Added info icon for Church User records on new organization selection page
Implemented entity list view for user accounts
Bill.com Integration
Retain "Do Not Upload to Bill.com" Checkbox
Preserved "Do Not Upload to Bill.com" checkbox state when editing bills
Implemented logic to handle bill creation in Bill.com based on checkbox state
Added confirmation prompt when unlinking bills from Bill.com
Remove ACH Prefix from Bill.com Transactions
Removed ACH prefix from payment Number values for Bill.com transactions
Modify Vendor Link Process for Bill.com
Improved vendor linking process between ParishSOFT Accounting and Bill.com
Implemented case-insensitive matching for vendor names
Added informative error message for unmatched vendor names
Fixes
1099 Forms Not Correctly Aligned and Issues with Vendor Name Display
Fixed the alignment of the 1099-NEC and 1099-MISC forms
Fixed an issue that preventing Vendor name from sometimes displaying on the 1099-NEC and 1099-MISC forms, as well as the efiled forms.
Users See Deleted Organizations in New Organization Selection Page
Fixed issue where deleted organizations were visible on the organization selection page
Users with Apostrophe in Email Address Cannot Login with MFA
Resolved login issues for users with apostrophes in their email addresses when Multi-Factor Authentication is enabled
Error Processing Bill.com Payments
Improved errors in handling payments associated with unlinked vendors
Added clear error messages for unprocessable payments
Enhanced payment details view for transactions with unlinked vendors
W3 Not Printing "Kind of Employer" Value
Fixed an issue that prevented the value in the "Kind of Employer" field from printing
Updated