Rakefet Synagogue Office Software

Rakefet for Windows version 4
Change List

 

4.86

 

•  Added sending of user copy of quick emails.

•  Fixed bug that it was possible to create a new relationship and select one of the predefined relationships as reciprocal.

•  Fixed bug in Account Reconciliation that changed statement balance was not saved if bank account was changed before closing window.

 

4.85 (4.84 was not released)

 

•  Added tracking of letters, yahrzeit notices, and quick emails. New database report to display letters/emails sent “Letter/Email Tracking” (170).

•  Added new report, Short Yahrzeit List (349).

•  Added ability to change data path and to recover from open failures.

•  Added Memorize/Recall Payables invoices.

•  Backup / Restore now immediately opens file selection dialog when Start is clicked; change b/r path button has been eliminated. Default file names of the form rwbackyyyymmdd.zip are created when saving. Rakefet will remember path of previous backup or restore.

•  Changed backup procedure to not lock out other users.

•  Increased size of all email addresses from 40 to 50 characters.

•  New Security option switch to allow/refuse deletion of families.

•  Security option now allows read-only users to change report preferences.

•  Editing/deleting user-defined field definitions now requires Maintenance privileges in Security option (NOT Maintenance Mode).

•  Removed automatic skip when tagging in Bank Reconciliation (users didn’t like it).

•  Transactions that were uncleared by editing and now reappear in Bank Reconciliation will have an E in the tag field until they are tagged.

•  Users must have Bank Reconciliation privileges in security option to edit or delete a cleared transaction.

•  Changed installation program to install index files in program directory, and rebuild index functions to not rebuild them. This allows program directory to be read-only.

•  Added date of last update to Letter-Writer templates.

•  Changed number of unexpected errors displayed by System Info from 5 to 10.

•  Removed unnecessary database open/close from Test a Backup.

•  When tabbing from Account Selection lists, cursor now goes to correct next field.

•  Added Variance column to Budget Progress report (270).

•  Added ability to tag for any transaction in range, even zero amounts, in Mass Tagging / Financial criteria.

•  Added option for Employees only to Vendor Reports (451-454). Added line to report header to indicate employees only or 1099 vendors only.

•  Added ability to do Mass Assessments of Work Credits.

•  Add “This [entire] Fiscal Year” to Quick Date Setup in Report Setup Window.

•  Added last backup path and selected printer to System Info.

•  Fixed bug that installation program created extra ini file in Windows directory.

•  Fixed bug that printing from Scheduler’s month display always used next month, regardless of where calendar was set.

•  Fixed bug that exporting Address Book (140) to CSV in Adults View failed.

•  Fixed bug that selecting fields in Member Data report (152) changed default file extension to CSV even when file type was RTF or HTML.

•  Fixed bug that Convert Tagged Children to Adults didn’t carry forward phone number. Also made it copy Individual Salutation to Family Salutation.

•  Fixed bug (UK only) that a family with more than one Gift Aid declaration had incorrect totals on the Charity Repayment Claim report (240).

•  Fixed bug that it was possible to add a Row (etc.) in Setup / Seats with a duplicate name, even though the user gets an error message.

•  Fixed bug that sending yahrzeit notices to email sometimes missed some recipients.

 

4.83 (4.82 was not released)

 

•  Changed index definition for payables detail so that duplicate line numbers (if they exist) will be visible.

•  Moved to new HTML Help format (.CHM) for Vista compatibility and many Help improvements.

•  Made all field locations on check/cheque adjustable. Added ability to select defaults on basis of international options, in particular for Canada.

•  Changed Quick Email to send individual emails, not a single message with blind copies.

•  Added new Security/Audit privilege, to allow bank reconciliation.

•  Fixed problem that rapid double-clicking of yahrzeit link and unlink buttons would cause error.

•  Fixed bug that Budget Setup would allow deletion of budget category in use.

 

4.81

 

•  Added new report to Budget Reports, Prior Year Comparison (YTD/MTD) (278).

•  Added option to Receivables by Family report (262) to print either normal subtotaled report or summary (one total line per family).

•  Changed Payables report (450) to show all invoices open at end of selected period and not limit to invoices still open.

•  Added option in Setup / Defaults to allow Torah portions in Jewish Calendar to be generated for Israel as well as Diaspora.

•  Changed Class List report (163) so that ‘family email’ includes all email addresses with Family View checked.

•  The program now looks for the RAKWIN32.INI file in the Rakefet subdirectory of the the “all users” application data directory.  The installation program will move it there from the Windows directory. 

•  You must now be logged on as Administrator to run the installation program (but not to run Rakefet).

•  Check printing now will reverse vendor/employee name containing comma; e.g., “Smith, John” in vendor file will print as “John Smith” on check.

•  Added code to keep size of windows from exceeding screen height on widescreen monitors.

•  Removed check number requirement for a transaction to be included in Payroll Journal report (230).

•  Fixed bug that sorting GL and members’ account file by check number was incorrect in 4.79.

•  Fixed bug that Member Data report (152) and Letter Writer (159) were picking up Family Name 2 as the same as Family Name 1 even when  Member 2 was blank.

•  Fixed bug that Aged Receivables report (247) did not handle refunds correctly.

•  Fixed bug that caused  unexpected error in Import from DOS Rakefet (!).

•  Fixed bug (from 4.77) that emailing in Children View and selecting Send To Parents caused incorrect data to be included in letters, duplicate emails, etc.

•  Fixed bug that account field was not validated if user pressed Enter when adding a donation in semiautomatic allocation.

•  Fixed bug causing occasional index corruption in Payables.

•  Added workaround for bug in Checkmark Payroll that put extra commas in amount field of export file.

 

4.79

 

•  Changed Bank Summary report (257) to not show bank accounts with zero balances and no activity.

•  Changed Bank Reconciliation function to always skip to next item after tagging a line, even multiline check.

•  Added family number to CSV output for UK Charity Reclaim Form report (240).

•  Added quick date options for Last UK Tax Year and This UK Tax Year.

•  Made it possible for UK users to tag everyone with at least one GA declaration in Mass Tagging / Database Criteria.

•  Changed UK Link Donor menu and dialog to put ‘<none>’ at the bottom rather than the top to speed data entry.

•  Fixed bug that account selection scroll box in Refunds/Reversals would scroll by itself when clicking on last visible account number at 1024/768 resolution.

•  Fixed bug that deleting a family did not delete records in History file.

 

4.78 (4.77 not released)

 

•  Added options to include phone numbers and addresses of people observing yahrzeits to Yahrzeit List (350).

•  Added option to include phone numbers on Anniversaries (153) and Birthdays (158) reports.

•  Made it impossible to relate an entity to itself in Relationship Manager.

•  Made it possible to include income account on payroll reports.

•  Added ability to copy name/address to clipboard by right mouse-click on name in main screen.

•  Added ‘Family View’ check boxes for email addresses to allow selection of some or all emails to be used when sending email in family view.

•  Changed display of parents’ address on Children page to ensure that Zip/postal code is displayed even if City/Town field is blank.

•  Added function to convert tagged children to adults.

•  Changed Financial Import to not require Payables Option.

•  Added dates to Aged Receivables report (247) and changed to landscape.

•  Added last calendar year, this calendar year, next calendar year, last fiscal year, first, last, and next Jewish years to Quick Date setup in Report Setup.  Changed buttons to scrolling list box.

•  Changed size of donor check number field from 6 to 12 digits.  Several reports (256, 269, 258, 260, 275) had to be changed to landscape mode to accommodate.

•  Reduced font size in scroll windows for 1024x768 resolution in order to fix some display issues.

•  Changed behavior of Remaining Balance Statements (251) so that when Outstanding Only is not selected, an account with zero current balance and non-zero remaining balance will print.

•  Fixed bug that Help page didn’t appear for Financial Import.

•  Fixed bug that vendor number was required for Income transactions in Financial Import.

•  Fixed bug that Relationship Queries was not sorting results in alphabetical order.

•  Fixed bug that if Secondary Address Shown was checked on Database Detail, then changes to family email address, fax number, and reciprocate for mishloach manot fields on Family 2 page were not saved.

•  Fixed bug that receipts showed incorrect goods/services amount when couvert exceeded payment amount.

 

4.76 (4.75 not released)

 

•  Added Financial Import function.

•  Added System Information function under Help and on Unexpected Error dialog to collect useful information for technical support.

•  Changed GL page to not allow Credit Card switch to be set for Expense transactions.

•  Added new Seating by Family report (224) .

•  Added ability to upload data to Hineynu Tracker.

•  Now possible to leave out “http://”, “https://”, or “ftp://” when entering vendor website address.

•  Changed name display in Phone Slips (281) to include first names and titles of both partners.

•  Changed Class List report (163) to suppress line for family email when empty.

•  Replaced File Name box on report setup with pop-up file selection dialog.

•  Added Listerver export function.

•  Fixed bug that font size above horizontal resolution of 1024p was too large.

•  Fixed bug that caused access violation when trying to change text editor options via Preferences button on report setup.

•  Fixed bug that printing memo on Family 2 page while in adding mode put wrong name in header of printout.

•  Fixed bug in UK Tax reports (240, 241) which did not subtotal contributions properly when a family had multiple GA declarations and multiple contributions for each declaration.

•  Fixed bug in UK Charity Repayment Detail report (241) that carry-forward page totals were incorrect.

•  Fixed bug that Change Account Numbers maintenance function did not correctly update history file.

•  Fixed bug that UK Donor Name was not cleared after posting allocate payments transaction.

•  Fixed bug that deleting all relations caused corrupted index file.

 

4.74

 

•  Added Additional phone number field in Vendor file.

•  Added website address in vendor file and button to activate default Web browser.  You can also send e-mail to the vendor by clicking a button.

•  All e-mail addresses in Family 2 page now have buttons to send email.  These functions activate your default e-mail program and do not require setup in Rakefet.

•  Made Rakefet website and email addresses in Help / Technical Support clickable to go to Transparent Software Web site or send e-mail to us.

•  Added family number to CSV export of statements (251) when 'print family number on stmt/rcpt' option selected.

•  Fixed bug that Default Account in Vendor file only allowed expense accounts, not  liabilities.

•  Fixed bug that report preview form was pre-created unnecessarily.

•  Fixed bug that “label to start at” dialogue was skipped when printing labels to children or parents thereof.  Also, pressing Cancel on this dialog now cancels print as it should.

•  Fixed bug that some reports did not check for security level.

 

4.73 (4.72 was not released).

 

•  Added ‘Last contrib./pledge account description’, ‘Last contrib./pledge check no.’, ‘All children in religious school’, All Hebrew Names, and All Children’s Hebrew Names (65) fields to Letter Writer (159) and Member Data report (152).

•  Thank-you letters now contain the words ‘credit card’ instead of check number when transaction was made by credit card.

•  Added Class Record option to Class Lists report (163).

•  Added ‘continued’ to Class List report (163) pages.

•  Increased size of Individual title field to 12 characters (from 6).

•  Changed ‘Halcyon Error’ message to ‘Data Access Error’ for clarity.

•  Address Book (140) changed to print in one column to make formatting booklets easier.

•  Made program look for ini file in program directory if not found in Windows directory.  Now possible to run entire Rakefet system from USB key.

•  Added switch to select spelling for ‘Check’ or ‘Cheque’ to Setup / General / User.

•  Added ability to use graphic letterhead on Statements (251) and Donor Receipts (261).

•  Added new Financial 3 page to report preferences which contains statement/receipt options.

•  Cash receipts now contain words ‘credit card’ instead of check number when transaction was made by credit card.

•  Changed Mass Tagging / Database Queries to display integer fields without decimal points.

•  Changed Mass Tagging / Database Queries to treat Family Number as integer, not character.

•  Changed default dates for UK Tax reports (240, 241) to use the latest tax year.

•  Added option to start printing labels partway into page.

•  Added Special / Seating / Clear Tagged Seats to remove tagged families or individuals from seats.

•  Added support for mouse wheel for mouse/driver/operating system combinations that did not support it.

•  Changed relationship display box in Relationship Manager window to sort alphabetically.

•  Changed Relationship Queries function to sort relationship check boxes alphabetically and query results box alphabetically by Related To column.

•  Added column to display annual totals in Budget Setup.

•  Fixed bug that ‘unenroll tagged’ function was not decrementing number of children in religious school field in family header file.

•  Fixed possible inaccuracies in Aged Receivables report (247).

•  Fixed bug in Check/Deposit Register (260) that sometimes caused ‘no data’ response when there was a single transaction in an account after the first.

•  Fixed bug in Member Data report (152) that field selection was treating incorrect field as ‘Dummy’.

•  Fixed bug that program was looking at user locale setting to get currency symbol and system default locale for currency unit names.  Changed so that both are taken from user setting.

•  Fixed bug in Setup / Seating that amount or seat range value that had focus was not saved when user exited dialogue by pressing Enter key.

•  Fixed bug that report previews were not properly located on screen causing bottom scroll arrow to be partially obscured.

•  Fixed bug in Reconciliation report (274) that transaction date sometimes was not printed when date changed.

•  Fixed bug that Computation of accounts payable in Balance Sheet (267) was incorrect.  Now it includes invoices dated on or before as-of date and not paid by as-of date.

 

4.71

 

•  Added Aged Receivables report (247).

•  Fixed bug that identical names in database caused incorrect family to be selected after edit.

•  Fixed bug in Relationship Manager that relationships were not redisplayed after edit of relationship types file.

•  Fixed bug that Mass Tagging / Database Queries field window was too small to show all of some field names in some screen resolutions.

•  Fixed bug that Giving History (280) and Phone Slips (281) reports gave incorrect information when the end date did not extend into current period.

 

4.70

 

•  Added per-check totals to Vendor Detail report (451).

•  Fixed bug that ALT-C did not activate ‘Post and Close’ button in Semi-automatic Allocation window.

 

4.69

 

•  Added address hint to name display at bottom of automatic and semi-automatic Allocate Payments windows.

•  Added option to sort Cash Receipt list (248) by receipt number or by family name.

•  Changed Address Book report (140) to insert ‘see …’ entries for families with two surnames.

•  Changed date formatting so that all dates in letter-writer would use long format and all dates in Member Data report (152) would use short format.

•  Changed date formats in Anniversaries (154) and Birthdays (158) reports to use long format.

•  Added function to clear ‘reciprocate for mishloach manot’ flags for tagged families.

•  Added ability to enter donations from Semiautomatic Allocate Payments window.

•  Added Gift Aid for UK users to Semiautomatic Allocate Payments.

•  Added right-mouse menu to Semiautomatic Allocate payments to allow for modification of memo per line as well as selection of account for donations.

•  Increased size of rows in all grids for better readability.

•  Increased basic font size at 800x600 and 1024x768.

•  Fixed bug that if totals on Cash Receipt List report (248) came out at top of page, the total line was not spaced correctly.

•  Fixed bug that Address Book report (140) always used full family name with titles for continuation headings even when last name, first name was used for main headings.

•  Fixed bug that numerous reports that honor view would display one entry (the first in database) when filter was empty.

•  Fixed bug that check numbers were not incremented properly in some circumstances when merging multiple invoices per vendor.

•  Fixed bug that Income Expense Summary report when sorted by bank account was only displaying first 3 characters of bank account.

•  Fixed bug that navigation buttons were enabled on children page of database detail window when view was set to adults + children.

•  Fixed bug that cursor did not appear when editing Journal Entry amounts and semi-automatic Allocate Payments fields.

•  Fixed bug that caused audit file compression message to occur too often.

•  Fixed bug that Seat Setup opened scrolled to bottom instead of top.

•  Fixed bug that Allocate Payments transactions were not being captured in Audit file.

•  Fixed bug that reversals were not displayed correctly in Check/Deposit register report (260).

 

4.68

 

•  Added ability to tag database entries based on Relationship Queries.

•  Added Scheduling Maven to schedule recurring events.

•  Added ability to select non-standard email port.

•  Fixed bug that Check Integrity was flagging guest seats as orphaned sLinks.

•  Fixed bug that class filter did not work properly in family view when class code was shorter than 4 characters.

•  Fixed bug that label type 8387 (postcards) was printing in portrait rather than landscape mode.

•  Fixed bug that Mass Tagging / Database Queries for seat descriptions did not work.

•  Made it impossible to tag payables invoice with negative amount when merging checks for a vendor.  Credit memos must be entered as separate line on existing invoice.

•  Changed Class List (163) to put individual salutations in parenthesis after the names.

•  Fixed bug that Liability accounts did not appear in Journal Entry account selector.

• Fixed bug that Jewish birthday dates did not work correctly in Letter Writer & Member Data report (152).

 

4.67 (4.66 not released)

•  Added salutations to Letter-Writer (159), Member Data report (152), and Database Queries.
•  Add grand totals to Giving History report (280).
•  Added new Classes report (164).
•  Added function to unenroll tagged students.
•  Added maintenance program to rebuild history file.
•  Double-clicking balance column in semi-automatic allocation now copies amount to payment column.
•  Added Post w/o Printing to check printing (single and multiple).
•  Add option on multiple check printing to merge invoices for same vendor.
•  Changed Journal Entry account selector to regular account selection box, which allows for incremental searching, etc.
•  Added ability to switch tags on and off by pressing Space Bar.
•  Added cell phone numbers and family email addresses to class lists (163); also made it possible to choose which phone numbers to include.
•  Modified 12-month budget reports so that actual amounts were always cut off at the as-of date of the report.
•  Added ability to filter for arbitrary collection of school classes.
•  Added Individual Salutation to member 1, member 2, and children.
•  Fixed various minor bugs when restoring backup from non-security option to security option system and vice versa.
•  Fixed bug that Class List report did not sort classes correctly.
•  Fixed bug that Fund Raising reports were adding incorrect data to history file.
•  Fixed bug that sometimes attempt to send thank-you letter for donation in Children view got ‘no recipients’ error message.
•  Fixed bug that some accounts that were not marked ‘Include on Fundraising Reports’ were nevertheless included.
•  Fixed bug that Mass Tagging/Database Query and Member Data report (152) returned results for children when paired fields requested.
•  Change internal long date format to remove ‘dddd, ‘ and to change ‘dd’ to ‘d’ (long format only).
•  Fixed bug that CSV export of budget progress report switched locations of budgeted and actual amounts.

4.65

•  Added empty/in use indicator to memo data buttons on Family 2 and Children pages.
•  Relationship Queries now opens with selected database entry highlighted, like Relationship Manager.
•  Fixed bug that Postal Import crashed when first character of address element was a special character (e.g., ‘*’).
•  Fixed bug that Clear Relationships button in Relationship Types window did not delete all reciprocal relationships.
•  Fixed bug that multiple date fields were added to emails sent from letter writer.
•  Fixed bug that HTML version of Budget Progress report (270) was not formatted correctly.
•  Fixed bug that cut and paste (CTRL-C, CTRL-X, and CTRL-V) did not work in telephone number fields.

4.64

•  Added field for ‘Reciprocates for Mishloach Manot’ to list for Member Data report (152), Letter Writer, and Mass Tagging/Database Queries.

4.63

•  Fixed bug that Receivables by Account report (254) included asset/liability/equity accounts when Preferences for that report set to Include All Families.

4.62

•  Fixed bug that it was possible to crash program by running Fix Capitalization or Bank Account Update and clicking on the database list while running.
•  Fixed bug (from 4.61) that asset and liability accounts appeared in Income / Expense Summary report (255).
•  Fixed bug that GL history was not updated properly when reopening closed years (affected Prior Year Comparison report, 273).

4.61 (4.59-4.60 not released)

•  Added ability to make accounts inactive.
•  Added totals to Relationship Queries printed report (715).
•  Changed Activity report (269) to suppress totals ONLY when both charges and donations are included (it used to suppress totals when donations were mixed with any non-cash items).
•  Removed SCF (Suppress Carry Forward) option for income accounts – it proved very confusing for users, and there are better ways to accomplish the same thing.
•  Added additional address line to organization address (Setup / General).
•  Fixed bug that caused one-cent rounding error in Make Assessments.
•  Fixed bug that caused Trial Balance to loop when printing for only one fund.
•  Fixed bug that Maintenance / Fix Capitalization failed in v. 4.5+.
•  Fixed bug that memo password permission not reset when changing users with security option.
•  Fixed bug that Yizkor List by Survivors (353) printed only one page when the number of yahrzeits for a family exceeded the page length.
•  Fixed bug that CSV export of Short Phone List (160) had junk at end.

4.58

•  Fixed bug that the ‘balances over’ filter was not working correctly after year-end processing.

4.57

• 
Changed Balance Sheet function so that invalid equity accounts did not cause loop.

4.56 (beta only)

•  Added famly name and member 1 and 2 names to CSV export from Activity report (269).
•  Fixed bug that vendor lookup was not disabled in Journal Entries when Payables Option was not installed.

4.55

•  Added Family Title field to optional data in CSV export from Activity report (269).

4.54

•  Fixed bug that salutations in letter writer were incorrect in new Member Families View.

4.53

•  Added maintenance function to re-open closed books.
•  Fixed 4.5+ bugs in receivables reports.
•  Fixed ‘next week’ date setup to be the first 7 (not 8) days of the week.

4.52 (4.50-4.51 were beta test versions; 4.47-4.49 not released)

•  Added grand totals to Assessment Preview report (277 - accessible from Make Assessments).
•  Changed installation program to not delete fixed table files if program directory and data directory are the same.
•  Made Escape key exit report prviews.
•  Disabled Last End-of-Year processing date field in General Setup in all modes.
•  Changed year-end processing to not delete detail information and many related changes (see Help / Accounting Improvements for details on this change and following report changes).
•  Changed GL reports to base starting balances as of start of fiscal year.
•  Changed receivables reports to use history files for improved performance.
•  Changed default for ‘Show Receivables/Payables on Balance Sheet’ to False.
•  Added new View, ‘Member Families’ based on switch in Family codes setup.
•  Added Memo to Children page (with special password).
•  Changed Giving History report (280) and History report (263) to honor filter and tagging and to include other credits and work credits.
•  Prevented Windows from changing (date, etc.) formats for Rakefet while program is running.
•  Added code to change Windows gray text color while Rakefet is running to make disabled fields more readable (especially in XP color schemes).
•  Fixed 4.46 bug that Seat Billing Detail report (223) was failing to print header information for first sponsor when one-sponsor-per-page option was selected.
•  Fixed bug that CSV file created for All Children Info (157) was including several blank records every 65 lines.
•  Fixed bug that letter-writer field insert function was looking for treasurer password even when Security/Audit option installed.
•  Fixed bug that Refund/Reversal transactions were not captured into Audit File for Security/Audit option.
•  Fixed bug that it was possible to type invalid character into account number field if character was upper case.
•  Fixed bug that pledge amounts in Member History report (263) were sometimes in error.
•  Fixed bug that program crashed when trying to attach a file to an email if the file was open in another program.

4.46 (4.45 not released)

• Changed GL Detail report (256) so that if it is limited to a restricted fund and if it is not otherwise limited by account, then starting balance shown will be fund starting balance.
• Changed default range of accounts in GL Detail (256) to be all accounts instead of just income and expense accounts.
• Added account description of default expense account to CSV export version of Vendor Data report (452).
Added ability to right-mouse click a transaction in family’s account file and send a thank you letter for that transaction.
• Added Letter to right-mouse menu on Main screen to send a letter to a single family or individual.
• Changes made to accelerator keys in Database Detail: ALT-S added to Close button; Family Codes changed to ALT-M, ALT-O added to Children page to activate Codes button.
• Added ability to sort Activity report (269) by name + account + date.
• Added ‘Needs IRS Form 1099' checkbox to vendor file and made it possible to limit vendor reports to 1099 vendors only.
• Fixed bug that a family or individual code that is in use could be deleted immediately after deleting a code that was not in use.

4.44

• Fixed bug in installation program that index files in program directory were not deleted.
• Fixed bug in conversion that letter-writer fields were not properly updated.

4.43 (intermediate versions not released or beta only)

Added Seat-Based Billing functions:  seat setup function, ability to assign seats in Family 2 page, ability to bill for seats in Mass Assessments, Seating by Name (220), Seating by Seat (221), Available Seats (222), Seat Billing (223) reports.
Restored account number to check stub by popular demand.
• Added Untag All buttons to Mass Tagging functions.
• Added totals to Cash Receipts List (248).
• Fixed bug that Member Status report (250) was not printing ‘CR’ after credit balances.
• Fixed bug that SMTP AUTH protocol in e-mail system was not working.
• Fixed bug that deleting a family sometimes resulted in an orphaned More Data record.
• Forced immediate update of bank balance on payables screen after journal entry.
• Fixed bug that signer name or title of Donor Receipt (261) did not appear when receipt printed to RTF file.
• Fixed bug that in Windows NT/2000/XP clicking Change Backup/Restore Path was not going to correct default directory.
• Fixed bug that e-mail sent via letter writer sometimes produced spurious BCC messages to previous Quick E-mail recipients.
• Fixed bug that error message from e-mail server did not appear when error occurred sending e-mail via letter-writer.
• Fixed bug that daylight savings offset was not applied to time zone item in e-mail header.
• Fixed bug that Cash Receipts list (248) sometimes gave incorrect amount for total contributions on multi-line checks.
• Fixed bug that combination of last and first name of more than 60 characters caused range check error during indexing of rwfdtl.

4.38

• Changed default button on confirmation messages to NO from YES.
• Fixed bug (from 4.37) that Mishloach Manot letters would not include correct insertions.

4.37

• Fixed bug that Vendor Data report (452)  was not printing all requested details.  Also changed it to landscape printing to allow for longer name and address fields.
• Fixed bug that printing labels in UK format with all possible address items filled caused range check error.

4.36

• Adjusted default location of address on checks upward and added independent adjustment for check address location to Report Preferences.
• Fixed bug that if a Quick E-mail was sent with attachments and then followed by a Letter-Writer e-mail, the attachments were also attached to the Letter-writer e-mail and the HTML code in the letter was not properly handled.
• Fixed bug that if a treasurer password was defined and the Security option installed, Member Data and Letter Writer available fields didn’t include receivables-related items, even if user had receivables privileges.
• Fixed small errors in barcode positioning.
• Fixed bug that running Yahrzeit list immediately after report on tagged items caused relationships to not be printed.
• Fixed bug (in installation program) that if user edited ini file and lefet off trailing backslash from data path, then installation program would drop off last section of data path.
• Fixed bug that security option could create a password of up to 10 characters in length but it was not possible to enter more than 8.

4.35

• Added date header to E-mail functions as per RFC822.
• Added secondary home phone field to Member Data report (152) and LetterWriter field list.
• Fixed bug that RTF export of Audit Report was not formatted correctly.
• Fixed bug that ‘to the parents of’ option did not work on envelopes or when printing letter-writer letters to file or direct to printer.
• Fixed bug that automatic assessments by installment caused error when trying to assess on a day that exceeded number of days in the month.

4.34

• Fixed bug that Journal Entries were not being recorded in Audit File (Security/Audit option).

4.33

• Fixed bug that Cash Receipts (249) were being printed for each line rather than each check (bug introduced in 4.32).

4.32

• (UK only) Changed UK Tax Detail (242) to sort by surname rather than date.  Added donor totals as well.
• Added test in Restore and Test a backup to verify that a zip file is in fact a Rakefet backup file.
• Changed Quick E-Mail initial attachment directory to default report export directory.
• Fixed bug that clicking Tagged box in database detail, then adding a new entry untagged original entry.
• Fixed bug that sometimes using Finder on yahrzeit page while in Edit mode caused ‘Database not in Edit or Insert Mode’ error.
• Moved fixed table files to program directory to reduce possibility of problems from users’ nonstandard restore procedures.
• Fixed bug that some extra yahrzeit observers were added to yahrzeit list when using filter/tagging.
• Fixed bug that restoring a backup does not immediately redisplay complete yahrzeit file.

4.31

• Added pop-up hint showing address to family name display on Family 2, Account, Yahrzeit, and More pages of Database Detail Window.
• Added phone number to Member Status report (250).
• Added Finder box to Browse Assessments.
• Added deductible amount to Cash Receipt List (248).
• Added Avery 8387 Postcards to label type list.
• Added option to print labels/letters addressed to “The parents of” + child name.
• Added family name to Allocate Payments window.
• Added default export directory selection to Report Preferences.
• Database tagging is now saved over Backup or Test a Backup.
• Added Spell Check to Quick Email.
• Added Due Date and invoice number to Payables invoices, Find Invoice dialog, Print Checks dialog, and Payables report (450).
• Added invoice number to Vendor Detail report (451).
• Added Next Week to quick date entry on report setup window.
• Boldfaced totals in Budget Progress report (270).
• Changed title of memo column on statement to Check/Memo.
• Made Birthday and Anniversary reports sort in alphabetical order within date.
• Added total number and amount of tagged invoices to Print Checks.
• Made ‘Include Family no. on Stmt/Rcpt option’ print the number on the bottom of the statement page as well as the top.
• Made it possible to adjust size of text window in Quick Email.
• Added Save button to Resource Scheduling.
• Added name field to Postal Export (for address change notification requests).
• Added ability to set an arbitrary date up to which transactions can’t be added, changed, or deleted (requires Security/Audit option).
• Fixed bug that last family in database may not have charges carried over at end-of-year processing under certain circumstances.
• Fixed bug that all email addresses were not exported in CSV version of address book in individual view.
• Fixed bug that default account in payables was not always set correctly when editing an existing invoice.
• Fixed bug that when option to honor filter for yahrzeit report (350) is set and more than one family or individual observes yahrzeit, then if one of them is included in filter all will be listed (even if others are not included in filter).
• Fixed various problems caused by buttons being enabled during check integrity, etc.
• Fixed bug that yahrzeit anniversary list on Jewish Calendar page did not give correct results for Heshvan and Kislev 30 (other yahrzeit functions were correct).
• Fixed bug that memo password was not enabled when Security / Audit option installed.
• Fixed bug that some ISP errors in sending Quick E-mail were not reported.
• Fixed bug that Family Name was not being exported from Member Data report (152) when only family name (no individuals) exist.

4.30 (4.29 not released)

Added automatic division of assessments into installments in Make Assessments, and Assessment Preview report (277).
Added Security/Audit option, including Audit Report (470), Setup / Users function to maintain a list of users with individual passwords and privileges, new log on procedure, etc.  This is an extra-cost option.
• Added totals to Activity report (269).
• (UK Only) Added new reports, Charity Repayment Detail (241) which lists all payments/donations which are eligible to claim repayments; and Gift Aid and Deeds of Covenant (242) which lists all such declarations for selected families.
• Added message indicating how many e-mails sent to Quick E-mail function.
• Added scroll bar to Quick E-mail editor.
• Added test to prevent restoring backup newer than current version.
• Fixed bug that Print function for Quick E-mail was not getting new page if needed.
• Fixed bug that e-mail error log file was not being created when requested.
• Fixed bug that Database Queries was not working properly for paired entries in individual views.
• Fixed bug that Clone Data Directory allowed clone to program directory.
• Fixed bug that the ‘Tagged’ box in the database detail window did not tag the correct family or individual when clicked in Adding mode.
• Fixed bug that holding down arrow to change year in GL could cause ‘unable to focus...’ error.

4.28

Added ability to enter budget amounts by account and print reports by budget category, in subtotaled or summary form.
• Feature allowing yahrzeit observance date to be printed on labels extended to envelopes.
• Changed CSV export format for Activity report (European address option only) to separate city and postal code (per request of users in France).
• Added children’s notes fields to Database Infor report (161).
• Added Jewish dates of Shabbatot to Jewish Calendar Torah Portions report (703).
• Fixed bug that memo editor was sometimes removing spaces between words.
• Fixed incorrect displays in Jewish Calendar when invalid date entered.
• Fixed bug that selected data in currency edits was not repainted properly.

4.27 (beta only)

• Added POP-before-SMTP validation option for sending email.
• Added logfile option for tracing errors from email servers.
• Fixed bug that ‘less than’ did not work in Database Queries.

4.26

• Fixed ‘no future’ error message from backup.
• Fixed error message after failed restore or test of a backup.
• Fixed problem of backup/restore losing accented characters.
• Fixed bug that there was no warning message when connection failed in Quick E-mail.

4.25

• (UK only) Added popup window to link donor for Gift Aid  when saving a new payment or donation transaction in member’s account file.
• Increased length of adult and child first name fields to 30 characters.
• Added option to include address information on Activity report (269) CSV export.
• Modified Name/Address report (150) and Short Phone List (160) to wrap long names.
• Modified Recalculate Yahrzeit Dates maintenance program to convert Jewish dates with years to Gregorian dates for import.
• Fixed bug (4.23) that in Payables hitting ALT-L to add a new line when in amount field of previous line caused amount to become zero.
• Updated backup / restore component to eliminate problem of error after attempt to restore corrupted backup file.
• Fixed bug (4.24) that user-defined date fields were not sorted correctly in Member Data report (152).
• Fixed ancient bug that names including ‘Jr’ (etc.)  in family name field were not sorting correctly.

4.24

• Added Database Queries function to Mass Tagging.
• Added Secondary Address fields to list of substitutions for Member Data report and Letter-Writer.
• Changed GL page to automatically change month/year so new or changed transaction will always be visible.
• Added ability to remove area codes to Change Area Codes utility.
• Changed (UK only) charity reclaim report (240) to meet Inland Revenue requirements to submit claims.
• Fixed bug that exiting program and abandoning GL change could cause unneeded validation messages.
• Fixed bug that Codes box was enabled in empty children file.
• Fixed a few remaining cases where empty date fields were printed as ‘1898'  in reports.
• Made Save button on Family’s Account page reposition browser on added transaction.
• Fixed bug that some printers got ‘wrong screenresmode property’ when printing letters from screen.
• Fixed bug that Backup/Restore wasn’t saving file of field setups for Member Data report (152).

4.23

Added support for email servers that require passwords (SMTP AUTH protocol).
Added ability to attach files to Quick E-mail.
• Modified Change Account numbers to not reset list to beginning after each change.  Also made it capable of fixing invalid account numbers.
• Added transaction count to Activity report (269).
• Allowed tab key to be used to navigate spreadsheet in Semi-Automatic Allocation.
• Added option to include/suppress addresses in Phone Slips (281).
• Fixed bug that new vendor added on the fly in GL and Payables wasn’t automatically selected in vendor list.
• Fixed bug that deleting an individual did not delete all associated yahrzeit links.
• Fixed bug that it was possible to change existing path entry in ini file in Clone Data Directory function.
• Fixed bug that More Data page status indicator sometimes showed ‘Adding’ when it was in Edit mode.  Added function to Check Integrity to remove empty More Data records and detect orphans.
• Fixed bug that Mishloach Manot insertions in letter-writer did not get font of insertion point; also sometimes alignment was incorrect.
• Fixed bug that margins in letter-writer could be off by the amount of printer’s unprintable area.
• Fixed bug that Fund list in chart of accounts did not show description of restricted fund after selection until save was complete.

4.22

• Added ‘None of Selected Codes’ option to filter.
Mishloach manot lists in letter writer are now sorted alphabetically.
• Improved speed of generating letters in Letter Writer.
• Improved appearance of Find lists.
• (UK only) Removed requirement for expiration date for Gift Aid declaration in UK Tax Setup.
• Added A4 label format for Avery L7159 (Viking LA24) 3 across 8 down, 34x64mm.
• Changed page size determination in letter writer to not depend on printer driver if possible. This should fix letter-writer 'landscape' printing problem.
• Fixed bug that UK Link Donor popup menu item not working on Windows 2000/XP.
• Fixed bug that sometimes zooming out to small value in letter-writer caused incorrect screen display.
• Added safeguard in GL and Payables windows to prevent activating posting process twice for same transaction on slow systems.
• Fixed bug that posting validation failure after clicking year selector on GL page allowed year selector to change anyway.
• Fixed bug that child count was not immediately decremented when child was deleted.
• Added code to delete trailing spaces from letter-writer template.
• Fixed bug that if paper size was not found in ini file, then size from previous report was used.
• Fixed bug that Mass Tagging did not require Treasurer password.
• Changed Children’s info report (157) to show family e-mail address if child did not have his/her own.
• Fixed bug in Letter Writer Setup that clicking Find after Add caused improper button settings if save failed.
• Changed report print from screen dialog box to not save number of copies requested.
• Added code to delete existing backup file rather than replacing it to prevent running out of space on diskettes.
• Changed default vertical offset for checks to 0.125" (was 0).
• Removed useless margin indicators from horizontal ruler in text editor, since margins are controlled externally.

4.21 (4.19-4.20 not released)

• Signature line on Donor Receipts (261) is now suppressed if signature field is empty.
• Made it possible to set last receipt numbers to 0 (to force next receipt to be no. 1).
• Removed ‘save now’ option from text editor file menu; it was inconsistent with Undo and could result in data being overwritten.
• Fixed problems with occasional garbage characters on text at bottom of statements, other minor report bugs.
• Fixed gpf that occurred when trying to start Rakefet when no valid printer defined in some versions of Windows (and Mac Windows emulator).
• Fixed bug that PhoneTree get results was getting corrupted data on some computers.
• Changed memo data editor to automatically word wrap.

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