UNITE Release Notes- v33.0, 34.0, & 35.0

Modified on Mon, May 6 at 3:18 PM

Accounting 

  • Cleaned up 2050 Member Records to correct Account Balances based on their Paid Through Dates 

  • Bulk Suspensions

    • Updated user experience so that users are now able to select any field from a member row to pull member record. 

    • Resolved issue that did not add reinstatement fee charge to member accounts

  • Payments Received 

    • Updated Cash Receipts Journal to include intended types, so that they do not show as unapplied

  • Payment File Uploads

    • Resolved bug that did not allow users to change pages

  • Resolved issue that charged Member’s twice the normal dues rate for January Invoice

  • Entered missing Class Transfer Assessment Adjustments to Account Histories

  • Resolved rounding issue for Quarterly Dues

  • Added Transaction Detail to be displayed in Member Account when a Payment is Returned or not Processed by Bank

  • Resolved Receipt issue for Life-W members

  • Adjusted Account Balances for Suspended Members.

  • Resolved issue where future dues payments were not applied to the Member’s dues


Roster (Membership and Training) 

  • User Interface Updates

    • Updated the Membership Roster Results Page with the following visuals displayed on the member card:

      • Red Corner Icon/ Red Circle Ring = Inactive Member

      • Blue Circle Ring=Active Member

      • Grey Circle Ring=Deceased

      • ID Icon=Current Position Holder

  • Resolved bug that only displayed ‘IUPAT’ Distribution Lists in Distribution List field. 

  • Updated the Member # filter field so that UNITE ignores spaces before or after the Member ID.

  • Membership Tab

    • Updated Activity Logic so that UNITE ignores the Recorded Created activity date when processing an activity for a Non-Member

    • Resolved issue with Years of Service and Consecutive Years of Service Fields displaying empty values. (We are aware of a bug in UNITE which is calculating years of service from each consecutive Initiation in a member’s history and we will be fixing this in coming weeks) 

    • Resolved issue that did not display Class values when creating a member or processing Member Activity

    • Fixed issue that waived Dues and Fees when using “Waive APF” Checkbox

    • Updated UNITE Logic so that new activities cannot be processed before to last activity date

  • Account Tab

    • Allowed Sorting by all Columns in the InvoicePayments and Transactions Grid

    • Added new column to Payments Grid “Dues PTD” 

    • Added new column “PDF Invoices” & “Receipt PDF Column” in Transactions Grid

Distribution Lists/Grid View

  • Improved performance when adding filters

Communications

  • Resolved Bug with scheduled communications not being sent

Classes & Modules

  • Students Tab

    • Resolved bug in Attendance Export where Class Periods were incorrectly displayed

  • Attendance Tab

    • Resolved duplicate Students appearing on Attendance Tab within a Module


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article