UNITE Release Notes- v39.0

Accounting

• Payment File Upload

  • Updated logic to not allow DC Organization Payments

• Payment/Account Adjustments

  • Record Window Payment Tab    

    • Updated window payment screen to display all current and pending charges that a member owes. 

  • Make Payment Adjustment

    • Resolved bug that did not correctly adjust payments.

• Payments Received

  • Fixed bug that did not use the correct dates for payment adjustment on the Cash Receipts Journal Report

• Billing 

  • Removed the Invoice Date field when generating a new invoice.

• PDF Invoices

  • Added Payments Received Table to PDF Invoices to display the total payments received since they were last invoiced. 

My Account

• My Profile

  • Settings and Security Tab

    • Added new settings “Default Member Distribution List” (Membership Roster), “Default Training Distribution List” (Training). The Default Distribution List setting can be used to select your default Distribution List in the filter field of either the Membership or Training Roster. 

    • Added new setting “Make Student Roster my Landing Page” (Training), when this setting is set to yes, it will automatically take you to the Student Roster when you log in to UNITE.

Classes & Modules

• Students Tab

  • Resolved profile photos not displaying 

Roster (Membership & Training)

• Resolved missing Distribution List Filter Field on Membership Roster

Mailing Labels

• Resolved bug that shifted information on all envelope reports. 

Organizing

• Project Reports

  • Employers Tab

    • Resolved bug that defaulted Is Union? Field to Yes

    • Updated the Create New Employer button so that UNITE takes the user to the Add Contractor page and autofill’s the newly created Employer in its respective field.