Hello ACCOUNTS beta testers and advisors.
First, can I ask again for any feedback on my recent previous post, https://software4nonprofitsbooks.wordpress.com/2017/03/06/accounts-custom-reporting/, about the design of the new Custom Reporting feature for ACCOUNTS? We’d really like to be sure we’re on the right track, and haven’t missed anything crucial, before completing the first version of that feature.
This post though is about some new reports and features of existing reports, that you can try out in version 1.41 Beta1, available from the page www.software4nonprofits.com/accounts/pretest.htm.
The new reports are Reports ⇒ Fund ⇒ Income Statement by Months and Income Statement by Quarters, that are like the same-named Reports ⇒ Summary reports, except split out by fund, with a summary section showing the change in fund balances for the entire reporting period. This is something some users had been asking for.
The improvement is that Reports ⇒ Summary ⇒ Income Statement by Months and Income Statement by Quarters both now also prompt for an “Include” setting to determine the levels of accounts and sub-accounts to be included in the report, like many other reports do, but those ones didn’t.
If you could give that a try and let us know what you think, especially including any problems you observe with those reports, it would be much appreciated. As always, you can reply with a comment on the blog, or by replying directly by email.
Hello ACCOUNTS beta testers. We have a significant new feature available in the beta test version at http://www.software4nonprofits.com/accounts/pretest.htm, and it would be great if you could test it!
The feature is recurring transactions, which some users have been asking for, for quite a while. As you will recall, we did a survey about it a while ago, and the results were that every option we asked about for how recurring transactions could be set up was needed by at least some users. As a result, there are a lot of options, and a lot of complexity to the programming to make them all work properly!
You can very safely test recurring transactions by memorizing some transactions (if you don’t already have them memorized), and making them recurring in the new Maintenance -> Recurring Transactions menu option’s window. If you set them up for immediate recurrence, when you exit ACCOUNTS and start it up again, any that are due to recur will be shown to you, and automatically inserted (or prompted for, if you chose that option). If you were doing that just for testing, just go into the register window for the account the transactions were inserted into, and delete them! And you can go back to the Recurring Transactions window to remove the recurrence if you set it up only for testing.
As always, we would greatly appreciate any feedback you have on the new features, including comments on the Help text associated with them. And as usual with significant new features, there will be a bonus of an extra 3 month’s support and upgrades renewal for the first user to find each real bug in our programming! (Of course, Kwame and I have tested things extensively, so we are hoping there are no remaining bugs!)
You can give feedback by commenting on this blog post, or just by emailing us directly. MANY THANKS!
Hello ACCOUNTS beta testers and advisors. (If you also get the DONATION blog posts, please forgive this duplication!)
We have been working on updating our website to look good on any device, especially mobile devices like phones and tablets. It should have an appropriately adjusted display for those devices, so it’s not just squished pages as it is now. On your computer, it should look very much the same as before.
While we have been able to test the pages on a couple of different phones and tablets, obviously that testing is still limited. So we would like to invite you to please take a look at the draft version, which starts at www.software4nonprofits.com/NEW (the caps on “NEW” are required!) . If you can, look at it with both a regular web browser on your computer, and any devices you have. Please report any problems in the display and navigation of specific pages to us, so that we can fix them.
When reporting display and navigation problems, please include:
- the device and the screen size (if known),
- the problem web page,
- and the description of the problem.
If you see any typos or anything that appears to be bad writing or factual errors, we’d also love to hear about that! (Those things probably haven’t changed from the current live website.)
Please enjoy the new experience of our website on your mobile devices. As soon as we have a reasonable number of replies, we will upload this draft to be the new official site for DONATION and ACCOUNTS at the main web address.
Hello again ACCOUNTS beta testers. I have uploaded a new beta test version, 1.36 Beta2. We would greatly appreciate it if as many of you as possible could test it out. As usual, you get it from:
There are a lot of small improvements in it, including:
- Major speedup in loading Register windows with lots of transactions in them
- Email Sending Configuration working better with Gmail addresses
- several other small feature improvements and bug fixes, all of which are listed on that pretest.htm page, and the Revision History in the program’s Help.
However, the biggest change from our perspective (which you should really not see at all) is a significant re-organization of the program’s code so that a lot of pieces of it can be shared with our DONATION program (used for tracking donors and donations and issuing charitable receipts). If we have done this correctly, you won’t see a single difference from it, but if we missed something, some features could fail to work.
Of course, both Kwame and I have carefully tested pretty much every feature in the program, but we know from experience that the more different people test things, the more likely problems are to be caught, because someone else will just try something in a slightly different way than we thought of trying it.
As always, if you encounter any problems report them to us ASAP and we will fix them and get a fix back to you ASAP as well.
Thank you very much in advance.
For those of you who have subscribed to the ACCOUNTS blog but not the DONATION blog, we just posted a blog for DONATION that also applies to you. It’s about the technical details of our proposed “cloud storage feature”, that we are doing rather than creating a true web-based version. If you are interested, you can read it and comment on it at:
OK, I am trying something different, that simplifies selection by name. The change is only in the register window so far, but I want to know what you all think of it, to see whether I should keep the change (and if so, make the same change pretty much everywhere you can select an account).
This is the change:
In register windows, when you move into the field for the account (in the register itself, not the register splits window), the drop-down immediately drops down. And if you press a letter key, for the first letter of an account name, it immediately re-sorts the list alphabetically, so that you see accounts in order that start with that letter, making it easier to select them if the first match wasn’t the one you wanted. (If you don’t press a letter key, the accounts are still in chart of accounts order.)
If you have time and interest, please try this out from http://www.software4nonprofits.com/accounts/pretest.htm, and let me know what you think. (And if you don’t have time, but have a comment on the idea, that’s OK too!)
Hopefully, that is!
I have released version 0.99, which you can now get from the regular Tools -> Check for Updates menu option, or the DOWNLOAD page on the ACCOUNTS website, at http://www.software4nonprofits.com/accounts/download.htm.
Significant changes in versions 0.98 and 0.99 include:
- “Prettied up” a lot of the reports (especially fixing some significant ugliness on reports like Income Statements and Balance Sheets, if you have chosen to display account numbers along with the names).
- Restricted the assignment of (and reporting on) government form lines to accounts that you can post transactions to (ones with no sub-accounts).
- Added a message about being printed from an evaluation version to the bottom of each report, until you have a license key.
- Changed the Country/Language drop-down in the Organization Info window to be just Country, as I wasn’t doing anything with language distinctions.
- A bunch of bug fixes!
As always, feedback would be welcome. If nothing major comes up, I plan to upload this as version 1.00 tomorrow, and then send the email announcing the release to all registered DONATION users on Thursday (November 1st).
Getting closer and closer to version 1.0!
This version has a bunch of bug fixes, and various small feature improvements, like warning if you are about to record a duplicate cheque number. (And depending on how recently you last upgraded, you will see various other changes from other recent versions.)
Thanks in advance for any comments, testing etc. of the new stuff.
Just a little over a week until the release date! I’ve been working on the website, setting everything up to be ready to go live. Most of it is already the way I want it to be (including noting a 50% discount on the program’s Full License price until Jan 31, 2013), so if you want to take a look at that and give me any comments, that would be great too. It’s at www.software4nonprofits.com/accounts.
OK, we’re getting there!
Thanks to prodding from one advisor, and your responses to recent blog posts, ACCOUNTS has a brand new main window, with quick links to the most commonly used features, and three new single-purpose data entry windows:
– Write Cheques
– Enter Deposits
– Credit Card Charges
I also re-organized the menu structure, putting most of the financial transaction stuff under a new Actions menu.
I’m hoping that except for bug fixes and tweaking, this will be virtually the last beta version before the official November 1st release date.
So please try this out and let me know what you think, positive or negative. (I have also hired two programmers to do some testing, but neither of them are church/charity people, or bookkeepers, though one did write a General Ledger system himself.) So your testing is the most important!
As usual, you can upgrade via Tools -> Check for Updates in the program, or from http://www.software4nonprofits.com/accounts/pretest.htm . And also as usual, you can respond by commenting on this post, or directly by email.
Now I have to get busy with everything else required for the release – finalizing the web site, working more on the installation program, etc.
Hello again ACCOUNTS beta testers.
I have added the ability to print cheques entered in ACCOUNTS onto 3-part voucher cheques (ones that are compatible with QuickBooks). It’s in the new version 0.65, and as usual, it would be great if you could try it out.
You don’t have to waste real cheques to test it – print them onto blank paper, and hold them up against a real cheque form, with a light behind, to confirm that they are correctly lined up.
As always, you can upgrade via Tools -> Check for Updates, or at http://www.software4nonprofits.com/accounts/pretest.htm.
We’re getting close to the November 1st release date, so I’m probably going to slow down on features, and concentrate more on testing, preparing the new web site, etc.