What's New in CenterPoint® Fund Accounting Version 21

Prior Version Releases

View or Print as PDF

 

Version 21

  • System
    • CenterPoint has been upgraded to Microsoft .NET 10 (LTS), providing a more modern, secure, and stable platform with long-term support, improved performance, and extended security updates. This upgrade ensures continued alignment with current Microsoft standards.
    • Help > Ask Vern... - Access Help quickly with a new Ask Vern top-level menu option and toolbar icon and a Help > Ask Vern AI Help menu option that launches Vern AI Help in your browser, without leaving the application, for streamlined support and improved access to resources.
    • Red Wing Software Email Service (Beta) - Adds a new, fully managed email delivery option for CenterPoint, enabling customers to send transactional emails, such as invoices and statements, through a secure Red Wing Software–hosted service instead of a customer-configured SMTP server. To enable and subscribe to this service, contact Red Wing Software Sales for assistance.
  • File 
    • Backup > Full Backup or Restore > Full Restore - Offers a streamlined way to protect your CenterPoint data by allowing you to back up and restore your entire system, including your database, file repository, and Aatrix history in one process.
  • Setup
    • User-defined/Tax Reports - New Search functionality and Display > Account Name, Account Number, or Abbreviation right-click menu options make it easier to assign accounts to user-defined/tax reports.
    • Funds > Additional Detail tab – Added 1099 Preparer and Alternate Payer Name fields to control which payer information appears on 1099 Aatrix reports, allowing flexible payer selection for organizations with multiple funds.
  • Processes
    • Purchases > AP Document Scanning - Introduces a faster, smarter way to manage invoices and receipts by reducing manual entry and improving accuracy. With a mobile-friendly web app, you can capture documents anywhere. The system uses artificial intelligence (AI) to extract key details, such as vendor names, dates, and amounts. You can review and update data before posting and securely store images for easy access. Over time, the system learns your preferences to help you work more efficiently and spend less time on administrative tasks.
    • Banking > Bank Reconciliation
      • Bank reconciliations are now quicker and easier. Copy existing statements, customize columns, switch between active or all funds and accounts, and use improved selection options for clearing items to save time.
      • Transactions imported through the Bank Transaction Import process will now be automatically marked as Cleared in Bank Reconciliation.
  • Reports
    • Federal & State Payroll Forms & Reports -Federal/State Tax Forms (Aatrix) no longer requires a separate registration. Access will remain active as long as a current Customer Care Membership is maintained.
  • Fixes 
    • Processes
      • General Journal Entries - Fixed an issue where attachments were not cleared after saving, causing them to carry over to subsequent transactions.
      • Banking > Bank Transaction Import - Transactions with no name will no longer match with imported transactions with no mapped name, even when they have the same date or amount.