This article informs you of recently added features, enhancements, and changes made in ParishSOFT Family Suite.
Mar 12, 2025 – Version 5.0.44
Family Suite
Help Links Update
All Family Suite help links now direct to the up-to-date Knowledge Base
Clicking the help icon opens https://support.parishsoft.com/hc/en-us in a new tab
Offering
Canadian Tax Receipts Enhancements
New Preview option for Excel export without generating receipt numbers
Improved validation to prevent accidental duplicate receipt generation
Redesigned export menu for better user experience
Extra Canadian Tax Receipt IDs Generated
When printing the Official or Excel versions of the Tax Receipt Report, extra IDs can sometimes be created even though receipts for those ID's were not generated.
Fixes
Contribution Detail Statements Printing Fix
Donor information now consistently prints on all pages of multi-page statements
Applies to both Offering and DM modules
Uploading Family Photos in My Own Church
Resolved an issue in My Own Church that prevented the Add link for uploading new Family photos from being active.
Unable to Post Negative Contributions in Batches
Resolved an issue in batch contribution entry that prevented users from entering negative contributions.
Feb 26, 2025 – Version 5.0.43
Offering
Batch Posting > Contribution > Display trailing zeros in amount value
We've improved the display of contribution amounts in Batch Posting. Now, when you enter an amount with trailing zeros (e.g., 147.60), it will be displayed correctly after saving, maintaining the exact value you entered.
Fixes
Member.DateModified now updates correctly
End Dated Assignments in Family Suite > Administration > Manage Staff do not show a selected Position when opened initially, and when opened after having viewed a non-End Dated Assignment they can show the incorrect Position.
Feb. 19, 2025 – Version 5.0.42.1
Fixes
Create Member Quick Search Endpoint on ParishSOFT FS External API v2
We've introduced a new endpoint for faster member searches: POST api/v2/members/quick-search
This endpoint provides quicker response times compared to the existing search endpoint
Users can apply various filters such as Organization IDs, Family DUIDs, Member DUIDs, Envelope Number, Name, Email, Phone, Address, and more
Results are limited to 50 records by default, with options to adjust limit and offset
Improved performance will especially benefit larger organizations
Improved Performance for Get Members by ID Endpoint on ParishSOFT FS External API v2
We've enhanced the performance of the GET /api/v2/members/{memberId} endpoint
Users will experience faster response times when retrieving individual member records
Error handling has been improved. When an invalid Member DUID is provided, the API now returns a clear "no record found" message instead of a generic error
All existing fields and data remain available in the response
Feb. 12, 2025 – Version 5.0.42
Administration
Administration Module Display Improvements
Similar display enhancements have been made to the Administration module's "Manage Staff" feature:
Action buttons (Edit Details, Close) at the bottom of the modal now display correctly on smaller monitors and at large resolutions.
This fix applies to both view and edit modes.
A vertical scrollbar has been implemented when needed to ensure all content is accessible.
These updates allow users to efficiently manage staff records regardless of their monitor size or resolution settings.
Fixes
End Date Staff Assignments are missing selected position(s) or wrong position(s) shows instead
End Dated Assignments in Family Suite > Administration > Manage Staff do not show a selected Position when opened initially, and when opened after having viewed a non-End Dated Assignment they can show the incorrect Position.
Batch Sorting Issues When Batch is Closed
Fixed an issue where the sorting order of contributions within a batch would change when moving the batch from Review to Closed status. The contribution line items in the Batch List Export will now maintain the same order as shown in the UI.
Volunteer Assignment in Non-Session Terms
Fixed a bug where volunteers were not displaying under the "Not Assigned in a Class" tab for terms without sessions. Unassigned volunteers now appear correctly in this view.
Save Button in Development > Settings > System
The Save button in Development > Settings > System was not functioning.
Database Errors in Family Suite API
Some Family Suite API requests were failing with database errors
Feb 3, 2025 – Version 5.0.41.1
Hot Fix
Display Issue with Find Family Modal Fixed
We've resolved an issue in the Add New Family process, where the Family/Member Details modal was being covered by the Find Family modal when users clicked on a family name in the search results.
The Family/Member Details modal now displays correctly and can be closed without any interference from the Find Family modal.
This fix ensures that users can verify existing family information before deciding to use it or add a new family.
Jan 29, 2025 – Version 5.0.41
Family Directory
Address Validation Improvements
Made several improvements to the address validation process when adding new families:
Extended the Postal Code +4 field to display all four digits and corrected the address validation to recognize this value
Corrected state name validation to recognize full state names and two-letter codes as equivalent
Add New Family Display Improvements
We've improved the display of the Family Directory's "Add New Family" modal:
Action buttons at the bottom of the modal now correctly display on smaller monitors and at large resolutions.
This improvement applies to both edit and view modes.
A vertical scrollbar has been added to the modal when multiple results push content below the visible area.
These changes ensure that users with smaller monitors or those using large resolutions can easily access all necessary functions when adding new families.
Field Label Alignment on Organization Directory Page
Updated the field labels on the Organization Directory page to follow MB design standards. Labels now display inside empty fields and move above when clicked or populated.
Fixes
Dupechecker Family Record Merging
Resolved a bug in the [tblBillingDefnFamilyMerge] stored procedure that was causing failures when trying to merge family records. The procedure now handles NULL values correctly when updating the tblbillingdefn table.
Batch Details Amount Field Display
Resolved a display issue where ending zeros in Contribution and Pledge Amount fields were not showing after saving a batch. These trailing zeros now appear correctly.
Batches List Filter Reset
Corrected the functionality of the Reset button on the Batches page filter. Filter values now properly reset to their defaults and the search results reflect the updated criteria.
Tuition Module Bug Fix
We've resolved an error that occurred when including students on invoices with long Term names in the Tuition module:
The system now accommodates Term names of 16 characters or more when the "Include students on invoice" option is selected.
Users can successfully save and finalize invoices without encountering the "String or binary data would be truncated" error.
The fix ensures compatibility with the full character limit allowed for Term names in Religious Education.
This resolution allows for seamless invoice creation and management, regardless of Term name length.
Givers Endpoint in Family Suite API
Field mapping and data issues with the Givers endpoint in the Family Suite API have been corrected.
Special Needs Text Update
Fixed an issue where the hovertext for special needs flags on the Students page wasn't updating immediately after changes. The page now refreshes automatically to display the updated special needs text.
Volunteer Removal When Classes Deleted
Fixed an issue where volunteer records were not removed when classes were deleted. We have also removed all volunteer records which were impacted by this issue.
Jan. 16, 2025 – Version 5.0.40
New ParishSOFT Platform
Contribution Detail Endpoint
Added a new Contribution Detail endpoint to the v2 Family Suite customer API.
Users can now pull detailed contribution data for their organization.
Implemented optional filters for Date Range, Fund ID, Family ID, Member ID, Amount, Giving Source, and OrganizationId.
The endpoint returns comprehensive contribution data, including Contribution ID, Date, Amount, Family ID, Member ID, Fund details, and more.
Updated Swagger documentation to include the new endpoint.
Ability to Unlink MinistryID from Family Suite Login
Added a GUI option for Diocese/Organization administrators and internal MB staff to detach MinistryID logins from PS logins within the PSFS admin tab.
This feature is only available for organizations not migrated to the new platform.
The option is only visible for user records with a MinistryID value.
Add Pledges Endpoint
Implemented a new Pledges endpoint in the v2 Family Suite customer API.
Allows API users to retrieve pledge data and associated contribution history for their organization.
Includes optional filtering by various fields such as Date Range, Fund ID, Family DUID, and more.
Returns comprehensive pledge data including Pledge ID, Amount details, Dates, and associated information.
Member Aux ID Field Addition
Added the Member Aux ID field to the columns in the Member List grid and the grid search options.
Users can now search for third-party IDs in this field.
Family Suite API Givers Endpoint Expansion
The v2 Givers endpoint (api/v2/offering/{organizationId}/givers) has been enhanced to return all families that have donated to an organization, regardless of their registration status.
Sacrament Group Entry Page UI Improvements
Updated field labels and checkbox alignment on the Group Sacraments Entry page to follow MB design standards.
Implemented dynamic field labels that display inside empty fields and move above when clicked or populated.
Fixes
Unable to Download E Giving Statement in My Own Church
Fixed an issue that prevented My Own Church users from downloading their electronic contribution statement
Class Deletion Error Message
Resolved an issue where an error message appeared at the bottom of the screen when deleting a class in Religious Education.
Classes can now be deleted successfully without any error messages, regardless of attendance records.
Class and Session Page Refresh
Addressed a problem where the Class and Session page did not refresh properly.
The Sessions tab now updates correctly when modifying a term or deleting a session, without requiring a manual page refresh.
Manual Schedule Name Display
Fixed incorrect name values display in the Ministers Available for the Selected Event grid.
Corrected the manual schedule conflict prompts to show the correct name format.
Member Details Ministries Tab Navigation
Fixed an issue were clicking the Details icon in Member Details - Ministries tab incorrectly redirected users.
Merge Error Due to Duplicate Fund Permissions
The Family Suite Administration Merge process has been updated to resolve an issue where merging families with conflicting fund permissions caused failures. The system now successfully removes fund permissions for the duplicate member record during the merge process, ensuring a smooth operation without errors.
Invalid Date Entry Prevention in Contributions
We've implemented date validation in the multi-contribution edit functionality to prevent users from posting contributions with invalid dates. This aligns with the main contribution entry process, restricting dates to within 2 years in the future and 10 years in the past, while also preventing 3-digit year entries.
Religious Education Term Deletion Logic Update
The term deletion process in Religious Education has been refined. Users can now delete terms with no associated classes or enrolled students/volunteers. Terms with only soft-deleted records cannot be deleted but can be marked inactive. The system retains the existing "term in use" message for terms with active classes or enrolled participants.
Family/Member Import Contact Info Functionality Restored
The Family Directory import processes for both family and member contact information have been fixed. These imports now function correctly in both the new platform and the existing platform, properly validating and importing records as expected.
Merge Error Due to ClassStudents Unique Index Constraint Error
Resolved issue causing some Family/Member merges to fail due to duplicate key errors in the 'RE.ClassStudents' table.
Addressed the "Cannot insert duplicate key row" error affecting the unique index 'IXClassStudentsUniqueMember'.
Merge Error Due to SessionMeetings Foreign Key Constraint Error
Fixed Family/Member merge failures related to the "FKRESessionMeetings_CreatedBy" foreign key constraint in the 'RE.SessionMeetings' table.
Merge Error Due to RegistrationResponse Foreign Key Constraint Error
Resolved Family/Member merge failures caused by the "FKRERegistrationResponse_CreatedBy" foreign key constraint in the 'RE.RegistrationResponses' table.
Invoice Creation Error for Long Session Names
Fixed the "String or binary data would be truncated" error when creating invoices for students linked to sessions with names exceeding 50 characters.
Tuition module now accommodates the full length of session names allowed in RE.
Required Fields in Bulk Edit Contributions
Fixed bug allowing users to save changes in the bulk edit contribution screen without filling in required fields.
Implemented validation to ensure all required fields have valid entries before saving changes.
Updated