What's New in ParishSOFT Accounting - 2025

This article informs you of recently added features, enhancements, and changes made in ParishSOFT Accounting

 

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

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