What's New in CenterPoint® Fund Accounting Version 19

What's New in Version 19.0 Video

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Version 19.5

  • System - Improved the real-time synchronization process efficiency of he Customer Payments Portal web service.
  • Setup
    • Accounts > Accounts > ACH/Direct Deposit tab - Added a Vendor Identifier that allows you to specify how the details for a unique identifier for position 40-54 are displayed in the ACH file PPD/CTX Detail records.
    • Forms Designer > Invoice Form Designer (Detail) - Added optional Item Weight and Total Weight fields to the available Field List.
  • Reports
    • Transaction Reports > Sales & Accounts Receivable
      • Sales Tax > Sales Tax (Collected) - Added a report that lists receipts for a specified date range that have been applied to sales taxes (one row per sales tax jurisdiction, per receipt).
      • Customer Item Sales (Detail) report - Added the following optional customer contact columns to the report: Customer Phone (Business), Customer Email (Business), Customer Contact (Business), ​Customer Address 1 (Business), Customer Address 2 (Business), and Customer Address 3 (Business).
    • Federal & State Payroll Tax Forms/Reports - Added an Electronic 1099 Consent form to the list of available Federal Tax Forms.
    • User-defined/Tax Reports > 1099 - Added an optional Prior Year Report Selection filter, that allows you to exclude prior years, display prior year as an entire year, or display prior year from previous periods.
    • Setup Lists
      • Vendors > Vendors - Added the following optional columns to the report: ACH Active, ACH Standard Entry Class, ACH Transaction Code, ACH Bank Routing Number, and ACH Bank Account Number and an optional ACH Active filter.
      • Names > Names List - Added the following optional columns to the report: ACH Active, ACH Standard Entry Class, ACH Transaction Code, ACH Bank Routing Number, and ACH Bank Account Number and an optional ACH Active filter.
  • Fixes
    • QuickList - When you drag the Opened Windows up to hide the Tasks panel, the customized layout will now be saved when CenterPoint is closed and reopened.
    • Processes > Banking > Bank Deposits - The Checks totals in the header and detail section of a printed bank deposit will now match.
    • Reports > Financial Statements
      • Income Statement
        • When the Reporting Method is set to Cash, voided and reissued Accounts Payable checks will now display on the report.
        • When the Reporting Method is set to Cash and the report is filtered to exclude internal accounts, the report will now print successfully.
  • File > Preferences > Customer Invoices > Sales Commissions - Added an Adjust commissions for terms discounts taken check box that will generate an extra General Journal entry that adjusts the final commission by the term discounts applied as a percentage of the total sales amount for the invoice.
  • Processes > Revenues > Customer Invoices (Detail) and Customer Invoices - Quick Entry (Detail) - Added an optional Weight column to the transaction data entry grid that displays the item weight (entered in Setup > Items) multiplied by the Quantity Ordered (converted to Stocking Units) and a Total Weight that displays the sum of each item ordered multiplied by the Quantity Ordered (converted to Stocking Units).
  • REST API - Added Custom Fields and Additional Description files to the Sales Item REST API.
  • CenterPoint Data Importer
    • When the Import Type is set to Transactions - AP Invoices - Added a new Product field that allows you to import products on Accounts Payable invoices.

Version 19.2/19.3/19.4

  • Released to keep the version number consistent with other CenterPoint products.

Version 19.1

  • Released to keep the version number consistent with other CenterPoint products.

Version 19.0

  • System
    • CenterPoint has been upgraded to run on the Microsoft Windows Desktop .NET Runtime version 8.0. Keeping current with technologies like Microsoft .NET allows Red Wing Software to continue to provide our customers with the best experience possible when using our products.
    • CenterPoint was upgraded to run as a 64-bit process which allows CenterPoint users to take advantage of more processing memory. Keeping current with technology allows Red Wing Software to continue to provide our customers with the best experience possible when using our products.
    • QuickList – Added a Tasks panel that provides a reminder of dynamic tasks that are due, past due, and coming due soon for A/P invoices, Credit Card Liabilities, and Payroll liabilities or scheduled one-time or recurring user tasks (similar to a to-do list) of items from which the menus to perform the task can be launched and sequenced to form a workflow, for example all the tasks involved in completing a pay run can be listed in order and recur on the same day of the week every two weeks.
    • When using database security, CenterPoint will now display the user currently logged in at the bottom of the screen in the left corner.
    • The Last Backup performed: text will now display in the new status strip in the lower-left of the main CenterPoint screen.
    • Help > Online Updates > Check for CenterPoint Updates - The online update process is now fully responsive during download/install and includes a real-time log and more accurate progress indicator, as well as the ability to cancel the process at any time.
  • File
    • Security > Database Users. - Added the ability to assign a user to a group from the new Member Of tab on the Add/Edit User screen at the time the user is created.
    • Backup > Backup Aatrix History - Added a new menu option that allows you to easily back up and locate and use Aatrix History Files.
    • Restore > Restore Aatrix History - Added a new menu option that allows you to easily locate and restore Aatrix History Files.
    • Preferences > Email Setup
      • Added an Ignore Certificate Issues setting that allows you to bypass SMTP certificate validation. WARNING: Your SMTP certificate is part of your email system outside of CenterPoint. Disabling certificate validation removes critical security checks exposing you to potential threats. Before enabling this function, you should consult your System Administrator. For additional information, contact the Red Wing Technical Support department.
      • Vendor Checks (Pay Advices) - Form Fields from check/pay advice transation data can now be inserted into the default Subject line or Message text for all emailed checks/pay advices.
      • Billing Statements - Form Fields from the billing statement transaction data can now be inserted into the default Subject line or Message text for all emailed billing statements.
      • Receipts - Form Fields from the receipt transaction data can now be inserted into the default Subject line or Message text for all emailed receipts.
      • Customer Invoices - Form Fields from the customer invoice transaction data can now be inserted into the default Subject line or Message text for all emailed customer invoices.
  • Setup
    • Vendors and Names > Names > Mass Update - Added an ACH - Standard Entry Class option to the mass update which allows the Standard Entry Class box on the ACH Payments tab to be updated to PPD, CCD, or CTX.
    • Names > Names, Customers, and Vendors
      • General tab - If the Name Format for a name/customer/vendor is set to Individual, a new ten-character name Suffix field is now available. This will transfer to Aatrix when filing 1099 Forms.p>
      • Addresses tab - Added a new grid that allows you to customize/sort the columns to display for Addresses with right-click Add/Remove Columns and Sort Column options. The available columns to display/sort are: Address 1-3, City, State/Province, and Zip/Postal Code.
      • Custom Fields - Expanded the date format used for Date, Time and Date/Time fields to use a 4-digit year (MM/DD/YYYY format).
    • Accounts > Accounts > List tab - Added a Created On column and Transaction Activity and No Transaction Activity filters that can be used to identify which accounts are being actively used (or not used).
    • File Attachments > File Attachment Maintenance - The Size Total (MB) box was changed to Size Total with the appropriate unit based on the total size (Bytes/KB/MB/GB/TB).
  • Processes
    • Sales
      • Billing Statements - If your fund purchased a custom billing statement (.CPC) file that was designed and delivered by Red Wing Software, the custom billing statement will now display in the Billing Statements screen and can be emailed to customers.
      • Customer Invoices, Customer Invoices (Quick Entry), Customer Invoices (Basic) - When an edited invoice is saved, new Email this invoice? or Print this invoice? messages will now display (based on your customer settings) that allow you to save without printing or emailing the invoice.
    • Transactions > Options> Review Transactions - Added a drop-down list where you can select the number of results to display, the options are 10 (default), 25, 50 or 100 results.
    • Purchases > Vendor Invoices (A/P) - Added a Push Pin icon toggle that allows you to "pin/unpin" the selected AP Account for subsequent vendor invoice entries
    • Banking > Bank Deposits > Receipts tab - When the Undeposited Funds Account check box is selected on the Deposit Filter tab , only receipts with an undeposited fund account will display on the Receipts tab.
  • Reports > Reports
    • Transaction Reports > Purchases & Accounts Payable > Invoice Payments - Added the following optional columns to the report: Pay To Name, Pay To Address 1, Pay To Address 2, and Pay To Address 3.
    • Security - Added report-level security that allows Administrators to set default reporting criteria, restrict access to reporting criteria, or prevent access to the report for a User Group.
    • Federal & State Payroll Forms & Reports > 1099 Forms - If a fund or recipient name includes any invalid special characters (periods, commas, etc.), they will now be removed from the names of Payers and 1099 Recipients as they are transferred to Aatrix.
  • Reporting Tools
    • Budgets
      • File > Export/Import Data > Import Data From Spreadsheet - Improved the efficiency of importing budget data by adding a Replace existing budget data check box that can be used to remove and replace all data in the existing budget with the data imported from the Excel spreadsheet rather than adjusting the existing budget with the imported data.
      • Open Budgets - If the Set as Default Reporting Budget is selected on the Budget Properties for a budget, the budget will be selected by default when opening budgets.
  • Fixes
    • Reporting Tools
      • Financial Analysis / Budgets > Format > Columns - When a new Calculated Column contains an incorrect equation, red "#error: ###" text will now display in the column.
  • Setup
    • General > Data Entry Templates > Edit > Detail tab > Preview > Edit Mode - Items can now be moved and saved successfully.
  • Transactions - When the Lookup options are set as Use Settings For This Control and Use Auto Complete and an item is added on-the-fly, the auto-complete entries will continue to display correctly.
  • Processes > General Journal Entries - When a custom template is used, multiple auto-reversing general journal entries can be successfully entered and saved in a row.
  • Setup > Forms Designer > Invoice Form Designer - Added Sales Tax Jurisdiction 1-5, Sales Tax Jurisdiction Abbreviation 1-5, Sales Tax Amount 1-5 optional fields that adds support for breaking down sales tax on an invoice by jurisdiction.
  • Processes > Sales
    • Receipts > Apply to Open Invoices - Added a Customer PO# column that will display the Customer PO # entered on the Customer Invoices screen.
    • Customer Invoices, Customer Invoices (Quick Entry), Customer Invoices (Basic) - When an edited invoice is saved, new Email this invoice? or Print this invoice? messages will now display (based on your customer settings) that allow you to save without printing or emailing the invoice.
    • Apply Customer Deposits - Added a Notation column to the Deposit Lookup to make it easier to identify specific customer deposits when applying deposits. Processes > Sales > Customer Invoices > Amount Received - Added a Notation column to the Apply Customer Deposits screen to make it easier to identify specific customer deposits.
  • Fixes
    • Processes > Sales > Calculate Finance Charges - Finance charges that have already been paid will no longer be included in the recalculation.
  • Fixes
    • Reports > Reports > Transaction Reports > Inventory > Inventory Stock Status and Inventory Valuation - When the Last Purchase Date column is included on the report, it will now display the Last Purchase Date from Setup > Sales > Items > Purchase Information tab.
  • File > Preferences > Email Setup > Sales Orders - Form Fields from the sales order transaction data can now be inserted into the default Subject line or Message text for all emailed Sales Orders.
  • Reports > Reports > Transaction Reports > Sales Orders > Sales Orders (Detail) - Added an optional Estimated GPM column to the report. The column is calculated as follows: Amount - Estimated Cost) / Amount x 100.
  • File > Preferences > Email Setup > Purchase Orders - Form Fields from the purchase order transaction data can now be inserted into the default Subject line or Message text for all emailed purchase orders.
  • Processes > Sales > Sales Orders > Create PO(s) - If a copied sales order includes information in Memo Line 1, Memo Line 2, Custom Fields, or Comments, it will now be copied to the purchase order; if needed, the information can be changed on the purchase order.
  • Fixes
    • Processes > Purchases > Purchase Orders and Purchase Order Maintenance
      • When different names are entered in the Approved By and Entered By boxes, both will print on the purchase order.
      • Two users can no longer save over each others' changes if a purchase order is edited by two users at the same time
    • Reports > Reports > Transaction Reports > Purchase Orders > Purchase Order Detail - When the Ship To Name column is added to the report, it will now contain the customer address selected on the purchase order for the delivery address.
  • REST API - Added a Discount Date field to the AR Invoice REST API.
  • CenterPoint Data Importer
    • When the Import Type is set to Transactions - AP Invoices, Transactions - AR Invoices(basic), Transactions - Cash Payments, Transactions - Cash Receipts, Transactions - Customer Invoices, or Transactions - General Journal, added a new Batch field that allows you to enter a batch number so that imported transactions are added to an unposted batch rather than posting directly.
    • Added a Rollback imported data on failure check box that allows you to determine the action to take if the import is not successful. If selected, rows imported successfully before the failure will not be saved to the database and if not selected, rows imported successfully before the failure will be saved to the database.
    • Fixes
      • When the Type of Import is Transactions - AR Invoices (Basic), the import will now set the correct Due and Discount Dates (if they aren't being imported) based on the Terms and display correct aging data on the Aging report.
  • Reports > Reports > Fixed Asset Acquisitions & Trades - Improved the efficiency of editing fixed asset items with a MACRS schedule from the report drill-down.
  • Processes > Depreciation > Asset Entry - The SDA Percent will now limit to 80% for 2023.