GFC Data Systems
Software and Support for Oklahoma Municipalities
Contact Info:
Email: gfcdata@aol.com
Phone: 405-570-2821
Address:
7408 NW 116th St
Oklahoma City OK 73162

Contact: Jack C. Brown





 
Developing, installing, and supporting software for Oklahoma municipalities since 1984
   Home      Software Versions and Update Information
 
Below are the current versions of software. See below to see what is new in the latest versions.
 
 
Program 
 Ver#  Last update

Budget Acctg (C-Isam):
 5.41  Feb. 2024
Budget Acctg (Postgres):
 8.22  Feb. 2024
 
Cemetery Records:
 5.6    Feb. 2020
Court:
 22.1  July 2023
Fixed Assets:
 3.3    March 2016
 
Payroll:
 25.2   Feb. 2024
 
Receipting (C-Isam):
 2.51   Feb. 2024
Receipting (Postgres):
 7.51   Feb. 2024
 
Utility Billing (C-Isam):
 6.11   Feb. 2024
Utility Billing (Postgres):
 7.51   Feb. 2024
Utility ACH:
 2.5     Jan. 2024
 
Work Orders (C-Isam):
 2.51  Feb. 2024
Work Orders (Postgres):
 7.51  Feb. 2024
 
The software version is displayed at the top of your software's Main Menu. If you do not have the most current version of the software please email or call and request it. Click below to send an email.
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Recent changes in above versions include:
 
Budget Acctg:
Feb. 2024
Budget programs re-compiled using C++ 12.0.1.

Jan. 2024
The 2023 1096 transmittal form was changed moving the "form type" boxes up and to the right. The program was changed to align to the new format.

Nov. 2023
One use of the Manual Check program is to void an existing check. When this is done the program displays the existing records before allowing user to click on "Void Ck". There was a problem however if the records being displayed came from an AP run and the AP Mo-Yr and DR Mo-Yr were different. When the Mo-Yrs are different the records did not display if the AP Mo-Yr was different than the logged-in Mo-Yr. The program was changed to use only the DR Mo-Yr (the Mo-Yr the check was written) in order to decide whether a check entries should display. In other words the AP Mo-Yr now has nothing to do in deciding which records should display.
 
Postgres Only:
Oct. 2023
Added new "Import Adj" in to the Adjustments/JE program to auto-import adjustment records.
Added an alternate 'csv' format for Wells Fargo in the Registers "Bank Pay Positive" routine.

Postgres Only:
Sept. 2023
Previously on the "Options-General" screen were four ranges of Beg/End Fiscal Periods. Most would have 07 and 06 meaning your fiscal year begins in July and ends in June but if you had 01 and 12 it means your fiscal year begins in Jan and ends in Dec. In the past one user had a fund that had a different range of fiscal periods than the rest of their funds so there was a need to have multiple ranges. That need has gone away so the program was changed to have only one range.

If a report format or budget prep file was being imported (in Manage Database) and the format# or prep# to the left of .csv was not two digits, the file created was not accessible. The program was changed to handle this situation.
 
Aug. 2023
Postgres Only:
The "12 Month Report" found under Financial Reports only used the first report format in the drop-down list. The program was fixed to use the report format# selected.
 
July 2023
Postgres Only: Spaces are now allowed in Postgres user and database names.
 
April 2023
Postgres only:
Under Financial Reports is a new routine titled "Recalculate All Auto-Entries". This routine recalculates the single-sided auto-entry to the fund balance account that keeps the Balance Sheet in balance (assuming your report formats are set up to have total assets = total liabilities/fund balance). This is handy should a past report format setup error have caused the Balance Sheet to be out of balance or if a Balance Sheet was not run for a past month. 

C-Isam Only:
1- The Bank Reconciliation report was changed to include the vendor name with outstanding checks. How much of the name will fit can be controlled by changing the font size or orientation. Depending upon whether vendor names are all upper-case or mixed-case, only the first 12-18 characters of the name will be included at Arial font size 11 (the default font/size). However if the font is Arial and the font size is changed from to "9" then 20-26 characters will be included. And if the orientation is changed to Landscape then 30-36 characters will be included. 
2- Under Financial Reports the option "Prior Year Compare" was changed to "Prior Mo-Yr Compare" to reflect the fact that the user can now enter the Mo-Yr to compare to as opposed to the program assuming the comparing Mo-Yr is always one year in the past.
 
Both versions:
1. When entering PO, AP, Adjustment/JE, and Manual Ck entries, pressing F4 will now repeat the last amount. This is handy if several entries in a row are for the same amount.
2. On the AP screen (under the "Delete" command) there is a command to delete all AP entries for all vendors. This command's name was changed and was changed to only allow access if there are no AP entries displayed.
3. When printing 1099s the filing year prints on the form and is inserted into any e-file built. Previously the report year was stored on the "Options-Vendor 1099s" screen. However if user failed to change the setting the wrong year could be used. Therefore the report year is now automatically computed by subtracting 1 from the system year except if the system month is December 1 is not subtracted. The report year can also be changed on the 1099 screen if necessary.
 
March 2023
The "Electronic Payts" program had two changes made:
a. The "Delete" command was changed to have two sub-commands.... "Delete Selected Line" and
    "Delete All Lines".
b. There is a new "Import Elect Pymts" command that is used to import electronic payments from a
    "csv" file.
 
February 2023
Postgres Only: if using passwords and user enters the program using the "Purch Order" password, the program "Options-History Printer" was accessible. The program was changed to disable that command when using that password.
 
Postgres Only: when printing the Bank Reconcile report, if a new page was started while printing the Cash Acct balances, the print was too high on the new page.
 
November 2022
Earlier in the year the "Print to csv File" routine was changed to have a folder name stored in the registry separate from the file name. However if an existing file was written to a new folder (a folder not previously in the registry), the existing folder name was removed. This has been fixed.
 
The filing year was moved down slightly on the 1099-Misc form.
 
October 2022
Both versions of Budget were re-compiled using C++ version 11.2.
Postgres version only: There is a new "Vendor Register" report found under "Vendors-Print-Report" that prints detail records in vendor order.
 
September 2022
The filing year is no longer pre-printed on the 1099-Misc and 1099-NEC forms. Therefore the 1099 routines were changed to print the filing year on the form. On 1099-Misc form the vendor acct# box was moved so the 1099-Misc routine was changed to print the vendor acct# further down on the form.
 

Postgres version only:
1- The Bank Reconciliation report was recently changed to include the vendor name with outstanding checks. However in that change, depending upon whether vendor names are all upper-case or mixed-case, only the first 12-18 characters of the name was included. The program was changed to include more of the name if space is available. For example if the font is Arial and the font size is changed from "11" (which is the default size) to "9" then 20-26 characters will be included. And if the orientation is changed to Landscape then 30-36 characters will be included.
2- The "Bank Positive Pay" register was changed to print the date as MM/DD/YYYY.
 
August 2022
Both versions of Budget were re-compiled using C++ version 11.1.5 which is the language used to create Budget.
 
Postgres version only:
1- The records on the Registers reports may now be printed in vendor name order although the
    default is Refr# order.
2- On the AP screen is the command "Import AP" which allows AP entries to be imported from a "csv"
    file. The program was changed to have a "browse" button for locating the import file.
3- On the "Options-General" screen user can set the account format entering up 22 digits and 7
    separators. If user entered more than 22 digits the program did not correctly drop the extra
    digits. This has been fixed.
4- In the "Detail" program user may access a detail record by entering a vendor name at the bottom
    of the screen (and scrolling if needed to the record desired). If the vendor name entered was
    more than 17 characters the program crashed. This has been fixed.
5- The Trial Balance report (found under Financial Reports) was not including prior year auto-entries
     posted to the fund balance. This has been fixed.
 
July 2022
Postgres version only: 
1- The Bank Recon report now includes the payee in the list of outstanding checks.
2- The Detail Ledger report now allows user to do account "lookups" when entering ranges
    of account#s.
 
May 2022
Postgres version only: on the 'Vendors' screen user can now do an "Address" Lookup. At the bottom of the screen user can now enter a partial address and select "Lookup" to view all matching addresses. For example if user enters MAIN and selects "Lookup" any vendor whose address has MAIN in it will display.
 
April 2022
Postgres version only:
1- Under Financial Reports the option "Last Year Compare" was changed to "Prior Mo-Yr
    Compare" to reflect the fact that the user can now enter the Mo-Yr to compare to as
    opposed to the program assuming the comparing Mo-Yr is always one year in the past.
2- The "Registers" report screen now has the new option "Bank 'Positive Pay'". This is a
    slight variation of a regular "Check" register in that the check "Description" is not
    included and the "csv" format is specific to a major bank.
 
C-Isam version only (these changes were already in the Postgres version):
1- On the "Report Formats--Print--Report" screen the option "Missing Accts" was changed to
    "Missing/Duplicate Accts" to reflect the fact that not only missing accts can be flagged but
    also accts appearing more than once in the report format.
2- When printing to a "csv" file the screen that displays to define the name of the file was
    changed to have a separate field for the drive/folder name. If the drive/folder name is
    left blank then the file will be stored in path specified in the "Start-in" field in the program
    shortcut icon.
3- When outputting a detail ledger report to a "csv" file, the invoice# is now included.
4- When printing the Reconcile report the difference in the Bank and Book balances is now
    included on the printed report.

March 2022
On the "Detail" screen is a new "Ck Import" command. This allows user to import a file containing check info to auto-create check detail records.
 
Postgres version only: when printing to a "csv" file the screen that displays to define the name of the file was changed to have a separate field for the drive/folder name. If that field is left blank then the file will be stored in the path specified in the Start-in field of the program's shortcut icon.
 
Postgres version only: when outputting a detail ledger report to a "csv" file, the invoice# is now included.
 
Jan. 2022
Postgres version only:
The Check "Reprint" routine did not work if the bank code and fund was selected from drop-down lists.
The Claims List report was changed to read records faster.
 
Dec. 2021
A problem was found when printing 1099-NEC forms. On even pages (2, 4, 6, etc) the vendor info that should on form #2 printed on form #3 and the info for form#3 printed on form #2.
 
Postgres version only:
a. When printing the Bank Reconcile report the difference between the Book and Bank balances now is included.
b. When manually entering entries on the AP screen the Acct Balance (budgeted amt remaining) displays for each budget acct entered.
 
Oct. 2021
1099 Misc and NEC electronic file record formats updated for 2021.
 
Sept. 2021
1099-NEC forms for 2021 were changed to be '3 to a page' instead of 2. This required a third "top" margin setting on the "Options-Forms 1099" screen.
 
The Purchase Order, Accts Payable, and Manual Check programs were changed so that the "Print-Screen" print-out prints smaller so as to fit on 8 1/2" wide paper.
 
Postgres version only: the "Description" on the Manual Checks screen was widened.
 
Postgres version only: if using a Budget password (not a Postgres password) and the fourth letter in the password is "p" (lower-case P) then the password was not accepted. This has been fixed. 
 
Postgres version only: when running a Detail Ledger in acct# order, if a beg/end acct# was entered and both acct#s are invalid numbers the program displayed an error. This has been fixed.
 
Aug. 2021
Postgres version only: under Financial Reports the Trial Balance, Last Year Compare, and 12-Month reports were changed to process records faster so the reports should run several times faster than before.
 
July 2021
Postgres version only: under Financial Reports the Budget and Encumbrance reports were changed to process records faster so the reports should run about twice as fast as before.
 
June 2021
C-Isam version only: the Adjustments/JE screen was changed to make the "Acct Description" column wider and the Manual Ck screen was changed to make the "Description" column wider.
 
Postgres version only: in 'Report Formats - Print - Report' there is a "Missing Accts" option which will print/display a list of accounts missing from the report format. That command was changed to "Missing/Duplicate Accts" so that accounts appearing more than once in the report format will also be noted.
 
Postgres version only: the Detail Ledger report was changed to process records faster so the report should run 2-3 times faster than before.
 
Postgres version only: there is a new checkbox on the Options--General screen titled "Ask Before Closing Budget". If checked the program will display a confirmation screen when closing Budget using the Esc key. Some users use the Esc key to close screens and sometimes press the key too many times causing the program to close which means you have to re-load the program, re-connect to Postgres, possibly re-enter a Budget password, and re-load the Mo-Yr. Therefore if you normally use the Esc key to close screens then checking this new checkbox might be helpful. Note: if Budget is closed by clicking "X" or the "Exit" command the confirmation screen does not display.
 
May 2021
Postgres version only: one way to edit a detail record is through the use of the "Detail" program. Through a recent glitch that program incorrectly terminated when clicking on "Save". This has been fixed.
 
April 2021
The Description column and Vendor Name on the Purchase Order screen have been widened.
 
There is a "Combine" routine on the Vendor screen that moves detail records, accts payable, and purchase orders from one vendor to another vendor. In case only some records should be moved the routine was changed to have a date range option. Now just records that fall within a range of dates can be moved.
 
Postgres version only: The Account Description column on the Report Format and Adjustments screens have been widened.
 
Feb. 2021
Postgres version only: on the Vendor screen is a new "Add From csv File" command which auto-adds vendors from a previously created "csv" file. This was previously added in the C-Isam version.
 
If user logs into a Mo-Yr that is outside the fiscal year and then re-logs into a Mo-Yr that is within the current fiscal the program incorrectly displayed a warning that the Mo-Yr is "out of range". This has been fixed.
 
Postgres version only: when connecting to Postgres a password must be entered on the "connect" screen. This password is case-sensitive so it important to know if the cap-lock is on. Previously if the cap-lock was on a message displayed when user began entering the password. The program was changed to display the message upon the connect screen displaying. So now even before typing the password you should know if the cap-lock is on.
 
Jan. 2021
Postgres version only:  when building a 1099 e-file if a vendor's EIN# started with zero it was not stored in the file correctly. This has been fixed.
 
The program that prints 1099-NEC forms also has the option of building a 1099-NEC e-file. There was a problem in that file which has been fixed.
 
Dec. 2020
C-Isam version only:
On the Vendor screen is a new "Add From csv File" command which auto-adds vendors from a previously created "csv" file.

Postgres version only:
Record type codes were renumbered due to the new "Drct-Pay" record type. The 'Adjustment' type code has a new number causing the "Payroll Transfer" routine to be changed in order to properly code new records as "Adjustments".
 
The Purchase Order routine "AP/Ck/Adj Transfer" had a glitch which caused POs to not be transferred. This has been fixed.
 
Nov. 2020
The "Delete" command on the "Pay Bills (A/P)" screen now contains the option to "Delete All Lines" (in addition to the "Delete Selected Line" option). So if there are several AP lines to be paid to a vendor and all lines need to be removed, this is a faster way to do it.
 
The program was changed to be able to print the new 1099-NEC form as well as print the 1096 transmittal form and build a 1099-NEC e-file.The new form/file is how non-employee compensation is now reported (previously it was reported on the 1099-Misc form).

Postgres version only: payments to vendors may now be done via 'direct-pay' (i.e. an ACH file). This is done by setting up one-time direct pay banking info in 'Options' and bank r/t#s and acct#s on the vendors who are to be paid via direct-pay. Then in the "Pay Bills (A/P)" program there are new "Direct Pay" options.
 
Postgres version only: there is a new Financial Report type titled "12 Month Report". This report prints MTD totals for a span of 12 months beginning with the Mo-Yr entered by user. So if the Mo-Yr is 01-2020 then monthly totals are printed for 01-2020 thru 12-2020.

Aug 2020
The "Amount" column was widened on the Registers report.
 
July 2020
C-Isam version only: The Budget Acctg software is written using the C++ programming language. The program was re-compiled using the latest version.
 
There was a glitch in Budget Preparation that did not allow users to add a new line if the line being added was between two lines that were numbered only 1 apart. This has been fixed.
 
May 2020
On the Budget Main Menu is a "Help" command. That command has been changed to display two sub-commands..... "About Budget Manager" and "Budget Manager Overview". "About Budget Manager" is new and displays contact and support information.
 
C-Isam version only: On the Accounts and Vendor screens is a "History" command. Under that command is a "Selected Mo-Yr" command. That routine was changed to allow a range of Mo-Yrs instead of allowing only a single Mo-Yr.
 
Jan. 2020
The Receipts and Adjustments/JE posting programs were changed to make sure the posting date is within the logged-in Mo-Yr.
 
Postgres version only: On the Accounts and Vendor screens is a "History" command. Under that command is a "Selected Mo-Yr" command. That routine was changed to allow a range of Mo-Yrs instead of allowing only a single Mo-Yr.
 
           
Cemetery:
Feb. 2020
The Cemetery Main Menu now always opens in "maximum" size mode (uses the entire screen).
The Inquiry program "Display a List of Cemetery Records" used to allow for a "narrow" screen format for those having older displays and a "wide" format for those having newer displays. Now only the "wide" format is used since most everyone now have wide flat screen displays.
 
Aug. 2019
Images of deeds can now be viewed in the Cemetery software. The image must be in "jpg" format and stored in a folder defined on the Setup screen. Then when accessing a cemetery record user may select "Display Deed" to display the document. Document names must be the deed number with ".jpg" attached on the end. For example if the deed number is A1005 then the image name should be "A1005.jpg".
 
There is a new "Enter Cemetery Records" command at the top of the Main Menu. This would be the same as selecting "File Maintenance - Maintain Cemetery Records".
 
On the Maintain Setup (Parameter) screen is a new "Print Screen" command should you want to have a record of how questions are set on this screen.
 
Dec. 2018
The "Summary" report now has a "Print to Screen" option. This allows you to get counts without printing to paper or is a way of previewing before printing.
 
Feb. 2017
The Status and Occupancy/Burial reports now have a "Print to Screen" option which is an easy way to "preview" the report before printing to paper.
 
Sept 2016
A new routine was added to create a "csv" formatted file with Cemetery record info. The file can then be imported into a spreadsheet program like Excel.
 
Jan. 2016
Due to a glitch, beginning in 2016 Inquiry and Report screens displayed "19" as the century in the default "End" date (ex: 01/15/1916). The program was fixed to properly display the default ending dates with a century of "20" (i.e. 2016).
 

Court:
July 2023
In the "Add Electronic Citations" program, the citation list now prints a zero violation as "0" instead of leaving the value blank.
 
June 2023
If a citation is displayed that has a 0 (zero) violation code, the violation description could display the description from the previously displayed citation. The program was changed to make sure the violation description is blank when the violation code is 0.
 
May 2023 
The "Add Electronic Citations" program was changed so that when the setting "Warnings" is "N"o the program checks the records in the electronic file for a warning and if any are found they are skipped. Before, when this setting was "N" the program assumed there were no warnings in the file so all records were merged as citations. Now the program actually checks.
 
The "Add Electronic Citations" program was changed to add "GeoSafe" as a vendor who would potentially supply a file with electronic citations.

March 2023
Under the command 'Miscellaneous' are programs to build files that can be imported into other programs. Program #5 under Miscellaneous was changed to allow the building of a citation file in "csv" format. "Txt" formatted files were already allowed to be built.
 
Aug. 2022
On the citation screen there are "Pmts" and "Notes" commands. The "Pmts" command allows user to open a screen to enter partial pmts and the "Notes" command opens a screen to enter additional notes and comments for the citation. When a citation displays there is nothing to indicate if partial pmts and add'l notes have already been entered. Therefore the program was changed to display the  text in these commands in green if there are records while red text indicates no records.
 
On the citation screen there is a new "Help" command that when opened displays text describing shortcuts and tips relating to entering a citation. Some of the shortcuts and tips on this new screen were already on the "Help - Tips and Reminders" screen that is on the Main Menu so they were taken off that screen and some additional tips were added to it.
 
When entering a citation a violation code is entered or selected from a list. If the code is entered and is invalid the program now displays "Invalid Violation Code". Before, when an invalid code was entered the program correctly stayed in the code field but no message displayed indicating what the problem was.
 
Jan. 2022
For those who merge electronic citations, the electronic records could contain badge#s for the officer#s but you may not use badge#s to identify officer records. If this applies you can now enter the officer badge# on the officer record so that the merge program can figure out the officer code to place on to added citation (or warning) records.
 
Dec. 2021
For those who merge electronic citations, an option was added to allow the docket# be the citation with the citation year appended. For example if merging citation# 1385 with a citation dated 01/23/22 the docket# would be 138522.
 
March 2021
The "#22-Unpaid Citations Rept" program was changed to turn on the option of building a file for the vendor Aberdeen Enter. while on the report screen. This way if the primary file you build is to send to on-line payt vendors (not collection agys) then you can change over to the Aberdeen format without changing the setting on the "#6-File Maintenance - Modify Parameter File" screen.
 
Sept. 2020
Mailing labels may now be printed using 3-across laser sheets.
 
July 2020
There is a new routine under File Maintenance to automatically write-off old unpaid citations. The write-off is accomplished by either moving the write-off date to the citation's "Pd Date" or by moving zeroes to the Fine Due Amounts.
 
The Warnings List now has a "Print to Screen" option.
 
March 2020
Those who add citations automatically using a file created by vendors digiTicket, Scenedoc, or Brazos, it is possible that a batch of citations may need to be removed and added again. There is a 'File Maintenance' - '#7-Delete Citations by Docket#' that allows a range of docket#s to be entered. However if the citation# is used as the docket# the docket#s may not be in sequential order. So that program was changed to allow citations to be removed by range of docket#s or citation dates.
 
Feb. 2020
The program that builds an unpaid citation file (#22 under Reports and Forms) was changed to add the driver license state to the file formats (Unpdcitn.txt and Unpdcitn.csv).
 
Jan. 2020
When printing Bench Warrants format "C" was changed to print the phrase "Failed to comply or pay" instead of "Failed to pay".
 

Fixed Assets:
Mar. 2016
If multiple users open Fixed Assets using different printers, station/user names may now be entered on the File Maintenance - Setup screen next to each printer. This will cause a drop-down menu to display when opening the program so that user can define which station is opening Fixed Assets which will set the default printer#.
 
Sept 2014
The Fixed Assets Report now has "Print to csv File" and "Print to Screen" options.

The Depreciation Report now has a "Print to Screen" option.

When adding or editing an asset record the Enter key can now be used to move from field to field. There is also a new "Lookup" command on this screen to display a list of assets (same as using F8).


Payroll:
Feb. 2024
The tax tables effective date now displays in the lower right corner of the Pay Input screen. If the current tax rates have not been loaded, this may help user realize it.
 
The W2 Year-End screen was changed to allow user to edit in an "Other" description and amount which will print on the W2 in box 14. This for any employee who needs a misc amount printed in box 14 that is not determinable by the program and is unique to the employee.

Jan. 2024
The command "View History" (found on the Payroll Information and History Records) screens was changed to have the option of displaying the taxable earnings. After the initial records display user can check the new box "Display Txble Earn" and click on "Re-display" and taxable earnings will be displayed.

When running the program "Update Payroll Files", the field "Date of this Payroll" is used to define the date of the payroll being updated. The program initially displays the current system date or any check or pay notice date entered earlier in the run (although the date can be changed).  A problem occurs if user accidentally changes the date to an incorrect future or past date since the date entered determines the Quarter# that displays on the screen. If user does not notice the wrong date and quarter the wrong quarter's info will be updated on the Payroll Information screen. The date of the payroll record in history will still be correct since the date that printed on the pay check or pay notice is used to update history. To help avoid entering an incorrect date, the program was changed to test the payroll date entered with the computer's "system" date. If the month entered is two or more months more or less than the system date then a warning screen will now display. For example if user intends on entering 01/15/24 as the "Date of this Payroll" but enters 11/15/24 the program will now display a warning that the month entered is more than 1 month different in which case user can proceed or cancel (note: the program does not warn on a 1 month difference since it is common that a date of 01/31/24 might be entered when doing the update on 02/01/24).
 
Dec. 2023
Some captions and tool-tip text was changed on the Employee and Payroll Information screens to better explain the "2020 W-4" option.
 
Nov. 2023
The "Reverse a Pay Record" program (found under "Other Routines") was changed. When searching for the record to reverse, the user now enters the pay record date (in addition to the fund-pay# and ck/ref#). This way if there are two records for an employee with the same ck/ref#, the date will tell the program which one is being reversed.

March 2023
There is a "Tips and Reminders" Help screen on the Main Menu and a Help screen also on the 'Pay Input' screen. There was redundant text on those screens so they have been cleaned up.
 
Jan. 2023
The "Update Payroll Files" program updates the Payroll Information screen's YTD earnings, the Employee Information screen's Vac/Sick available units, and places pay records into history. There has been a couple instances where an employee's pay record has the same date and ref# as a previous pay record causing the history to not be updated but the other records do get updated. Therefore the update program was changed to update the history first and if history can not be updated the updates for the other records for the employee are skipped. In other words if history is not updated then the Payroll Information and Employee Information records are skipped. If any employee is not updated a message now displays at the end of the update to alert the user.
 
In the past the Update Payroll Files program did not allow access if all pay records had already been updated. However deduction checks may also be updated into history and user may have initially forgotten to print these checks and is now returning to update them into history. Therefore user is now allowed access to the Update Payroll Files program to update deduction checks (in this scenario employee checks will not update again).
 
Deduction check info (check#, check date, and amount) that prints on the check register is calculated when printing the deduction checks and stored in the Benefit/Dept/Deduction Codes file. On rare occasion user might need to manual change a check date or amount so the Benefit/Dept/Deduction Codes program was changed to give the user the ability to edit those values when editing a deduction code.
 
The Trial Balance "Print to Screen" font was made larger making the report easier to read.
 
 
Oct. 2022
When entering pay records, on each pay line is a "Cat" (category) field. The default value is "R" for Regular Pay. However user may change the value to better explain the category of pay. For example entering "V" will show the pay as Vacation Pay and "S" will show it as Sick Pay. A new category of "N" for Bonus Pay was added. Note: if the mouse is hovered over this field a list of the different categories will display.
 
Jan. 2021
The Payroll Direct Pay (ACH) Setup screen had two fields added:
1- "Orig Id": In some cases the value to be placed in the "Immediate Origin" value in the file header record is not the Orig R/T#. For example some banks want the company's fed-id# or some other value there.
2- "Orig Prefix": normally blank but under certain circumstances could be "1".
 
Dec. 2020
The "Build Budget Auto-Transfer program did not allow dates containing a year greater than 2020. This was fixed.
 
If two persons with different printers regularly uses Payroll there is a way to make the correct printer be selected automatically. There was a glitch in the 941 program that caused the secondary printer to not be selected correctly. This was fixed.
 
Aug. 2020
The tax maintenance program was changed to allow the Soc Sec and Medicare wh rates to be zero (although a warning displays). This was done since there could be a 'deferral' of Soc Sec taxes in 2020. The tax maintenance program was also changed to have a field for a Medicare matching rate.
 
The "Totals" report was changed to calculate and print a Medicare match amount.
 
The Trial Balance and 941 reports were changed to ask whether soc sec/medicare rates were changed. This will allow user to turn off the error checking since different rates during the year will cause false errors.
 
May 2020
Late in 2019 the IRS released a revised W-4 form which can be used in 2020 and after. The purpose of the revised W-4 is to more accurately calculate withhold federal wh especially in situations where the employee has income from two jobs. It is not mandatory that your existing employees fill out new W-4s but if they do the Payroll program will now calculate federal wh based on the revised form. If all employees are to remain under the 2019 (and before) you'll need do nothing for the system to calculate federal wh as it did before.
 
Feb. 2020
When adding records using the Budget Auto-Transfer Setup Maintain program a "File Location" (1 or 2) is entered. Normally the entry is "1" but if "2" is entered the program assumes you have two budget folders and are updating records into the second one. If entering "2" then there must be a second budget location defined in "Setup-System Parameters" or else later there will be problem when building the Budget Auto-Transfer file. Since some have entered "2" when in fact there is no second location defined, the program now, upon entering "2", warns user that no second budget location has been defined. Hopefully this will keep users from entering "2" when they shouldn't.
 
     
Receipting:
Feb. 2024
Receipting programs re-compiled using C++ 12.0.1.

July 2023
Postgres Only: Spaces are now allowed in Postgres user and database names.
 
Feb. 2023
The Receipting program interfaces with utility billing by entering a "Path" (drive/folder name) on Options--General screen. Upon opening receipting the program now checks that the path is valid and if not a warning screen displays.
 
The Receipt detail report has a "Print to csv File" option. When that option is selected a screen displays so that user can enter/select the file name. That screen was changed to have a separate field for selecting the name of the drive/folder the file will be stored in. If the drive/folder name is left blank then the path will be the drive/folder name specified in the program shortcut icon's "Start-in" field. Also the "csv" file was being stored in the wrong folder in the registry. This has been fixed.
 
Oct. 2022
Both versions of Receipting were re-compiled using C++ version 11.2.
 
Aug. 2022
Both versions of Receipting were re-compiled using C++ version 11.1.5.
 
April 2021
When the "Cust Cd" has the setting "No checks" the receipt input program now displays a pop-up screen with the message so that user must press Enter or click on 'OK' to acknowledge it.
 
In the Postgres version the program was not displaying the message "Checks not accepted" when the "Cust Cd" setting on the Customer Acct screen had the setting "No checks". This was fixed.

July 2020
The Receipting software is written using the C++ programming language. The program was re-compiled using the latest version.

Nov. 2018
On the Receipt entry screen the caption "Check Amt" has been changed to "Ck/Ach Amt" and the caption "Ck#/Type" has been changed to "Refr/Type".
 
If user enters "A" for the 'Type' the program assumes the receipt is an Ach payment.
 
When printing the receipt journal there is a separate total for Ach payments.
 
March 2017
Due to a modification error, when printing receipt "Totals" report the budget acct# did not print in the correct format. This has been fixed.
 
 
Utility Billing:
Feb. 2024
Utility Billing programs re-compiled using C++ 12.0.1.

Nov. 2023
The "Postings" program has the ability of printing a receipt. The program was changed to have a "narrow" receipt format. This capability is turned on by checking a box on the "Options-Postings/Meter Rdgs" screen.

The Assess Penalties and Fees programs allow user to enter up to 34 individual acct#s. In the case of Penalty Assessment the acct#s are ones to 'exclude' from penalty and in the case of Fees Assessment the acct#s are the ones having a fee assessed. In both programs there is now a "Lookup" command which, when selected, allows user to enter a begin name, acct#, or serv address and display a list. From the list user may double-click on any record and it will be displayed in the appropriate acct# field.

The Statement program checks ranges of acct#s and key dates to make sure they are valid. When updating, the program only checked those values after a "verify" and "warning" screen displayed. If a value was not valid then user had to return to the first screen to fix it and then had to go thru the subsequent screens again. The program was changed to check all values before any verify or warning screens are displayed.

When printing the History List report (found in History-Print-Report) the program displayed a warning if the range of acct#s were left as 00-0000.00 and ZZ-ZZZZ.ZZ since that could result in hundreds of pages printing. However usually user enters a range of Bill Codes or Dates when running this report. Therefore the program was changed to skip the warning if any other range is entered. The warning now only displays if all ranges are left open-ended.
 
Sept. 2023
Postgres Only: When using the "Postings--Remove" program, a problem potentially can occur if user changes the Beg Date to be non-zero and there are existing "Manual" dist records. Sometimes old manual dist records were not removed depending upon the begin date entered. If 00/00/00 was used as the Beg date then there is never a problem.
 
July 2023
Postgres Only: Spaces are now allowed in Postgres user and database names.

June 2023
On the Customer Accts screen there is a "Dmd" field which is rarely used. Therefore if a value is entered the program now displays a warning upon clicking on "Save".
 
When updating billing stmts an "Update Checklist" screen displays where user has to check four boxes to confirm the billing journal and statements have been printed/reviewed and that a backup exists. This screen was changed to include a large text reminder in red that the user should not proceed if the statements have not yet been printed. Statements must be printed before doing the update.
 
April 2023
C-Isam Only: when opening the "Bdgt Auto-Post Cds" program (found under 'Other Routines') the program now checks to see if Postgres Budget is being interfaced with and if so the program checks to see if Postgres has been connected to. If no connection to Postgres exists then a 'connect' screen displays giving the user a chance to make the connection.
 
Nov. 2022
Postgres version only: the "Assess Fees" program had a glitch that caused errors if more than four accounts were entered. This has been fixed.
 
On the Statement/Journal screen is a new "Lookup" command which can be used when the cursor is in the Beg/End Acct# or Non-Sequential Acct# fields. When this command is selected user may enter a Name, Acct#, or Service Address to begin the lookup list with. If a record is selected from the list then the acct# is displayed in the applicable field.
 
On the Meter Readings screen the "Lookup" command that is accessible from the "Next Acct# field was changed to allow user to get a list in Name, Acct#, or Service Address order. If no record is selected from the list then the "Next Acct#" is restored so user can continue meter reading entry from the point when the Lookup was started.
 
On the Posting Screen is a "Remove" command which is used to remove old unneeded transferred postings. The Remove routine was changed to allow removing only a single type of postings.
 
Many report screens have a "Print to csv File" option. When that option is selected a screen displays so that user can enter/select the file name. That screen was changed to have a separate drive/folder name field so that user can select the path the file will be stored in. If the drive/folder name is left blank then the default drive/folder will be the path name specified in the program shortcut icon's "Start-in" field.
 
The Reversal Bills/Pnltys--Print routine was changed to have a "Print to Screen" option.
 
The History List routine was changed to have an optional "Adj Factor". When a factor is entered it is multiplied by each customer total to calculate an "Adj" amount. This new feature is handy if some past billings were over or under calculated and there is a fixed factor that can be used to compute the correct billing amount to help user know how much to adjust each customer's balance.
 
C-Isam version only:
The routines in Distribution-Print-Report titled "Invalid Dist Records" and "Remove Invalid Records" are intended to list/remove any distribution records that are not attached to a customer record. However these routines did not work and were fixed.
 
Oct. 2022
Both versions of Utility Billing were re-compiled using C++ version 11.2.
 
Aug. 2022
Both versions of Utility Billing were re-compiled using the latest version of C++ (11.1.5) which is the language used to create Utility Billing. This does not change the operation of the software.
 
June 2022
The "PSN Pmt Post" program was changed to be titled "Online Pmt Post" so as to be more generic since the payment file received could be from several vendors. There are also new settings in "Options-Postings/Meter Rdgs" that establish the Reference used in this program as well as a default posting type to be used when auto-posting online payments. If this program is to be used then GFC should be contacted to discuss how these setting work.
 
Feb. 2022
C-Isam version only:
1. The Posting "Transfer" program was changed to have the option of using the "Next Receipt#" from Budget as the default "Refr#" (i.e. the Ref# that is placed in the Budget postings). This is determined by a new question on the "Options-Posting/Meter Rdgs" screen titled "Transfer: Use Bdgt 'Next Rcpt# for Refr#". If this box is not checked then the system date in YYMMDD format will continue being the default Refr#. If checked then the "Next Receipt" from budget will be used. If you post totals to multiple budget files or databases then the program uses the "Next Receipt" that is in the first folder/database listed on the utility "Options-General" screen.
2. The Posting "Transfer" program has the capability of posting utility revenue totals (water, sewer, trash totals) to GFC's Budget Manager Acctg files. If you have the Postgres version of Budget Manager then the Postgres database system should be connected to upon opening Utility Billing. Since there are ways of skipping the connection to Postgres, the Posting Transfer program was changed to re-display the  connect screen if Postgres has not been connected to.
 
Jan. 2022
C-Isam version only: the Posting "Transfer" program was changed to only allow one user to open the program. This is because if two users try to transfer payments at the same time it will cause a problem.
 
Dec. 2021
Users who use the "Laser Tri-fold: blank" statement format may now enter a customized remittance message (up to 75 char) to print at the top of the remittance portion of the billing statement. The value is entered on the "Options-Statements/Jrnl" screen. If that value is left blank then the message "PLEASE RETURN THIS PORTION WITH YOUR PAYMENT" will continue being the message.

Postgres version only: when manually entering meter readings Customer Acct comment lines 1-6 display on the screen. If any of those comment lines exceeded 100 characters an "Abnormal Program Termination" error displayed and the program closed. This has been fixed.
 
Nov. 2021
Postgres version only: deposit dates are now 8 digits (MM/DD/YYYY). This is due to deposit dates potentially be for the 20th century (ex: 11/01/1920) or the 21st century (11/01/1921).
 
Postgres version only: the user-id is now included in the heading of the Delinquencies and Reversal reports.
 
When using the Posting program to post customer payments the phrases "On Bank Draft" and "No Checks" display when applicable.
 
On the Billing Code screen the first 17 characters of description now displays in a new "Stmt" field. This is because of the 25 character description only the first 17 prints on billing statements. So this will give the user an idea of how much of the description will be included on billing statements.
 
There are auto-reverse routines under the program "Reverse Bills/Pnltys". These were changed to have a single reversal date instead of having beg/end dates.
 
In History-Print-Report there are reports titled Billing Code Totals and Consumption Rng. The field "# Months" is applicable to these two reports and is used to calculate averages. Since the average could be daily or monthly the phrase "# Months" was changed to "Period" to be more generic.
 
March 2021
Postgres version only: there is now the option to access utility billing by user password/user-id or user-id only. This allows your city to better control access to the program by requiring a user id and/or password to be entered at logon. The user-id prints on key reports like the Billing Journal, Posting and Transfer journals, the Penalty/Fee Assessment journals, and Aging Rept so that it is known who ran those operations.
 
Feb. 2021
C-Isam version only: there are several "change" routines found under "Misc Routines". For example one change program allows automatically changing the customer penalty status (ex: from Total Bal to Current Bal). These routines had a glitch where the Beg/End Acct#s were not being honored and all accounts were read through (although only those in the range were changed). So the program ran took longer than necessary in some instances.
 
One method of calculating penalties is where the program uses individual bill codes (some of which may or may not be subject to penalty) instead of using the current or total balance from the Customer Acct screen. When using individual bill codes for penalty calculation there was a problem if the customer's penalty was "Current Bal" and there were positive and negative prior distribution records. The program subtracted the prior negative amounts from the calculation but did not take the positive amounts into consideration. This has been fixed.
 
  
Utility ACH:
Jan. 2024
The Setup program was changed to have a second "Entry Class" code.
The Build program was changed to allow user to select which Entry Class code should be written to the ACH file.
The Entry Class code is included in the Build report heading.

April 2021
When setting up printer names in Setup, if there are multiple printers user can enter a default printer# (1-4) so that one of the printers would be the default when running the ACH Build program. However in some cases no default printer may be desired - i.e. user may desire no printer be displayed when running the ACH Build program forcing user to select one. Therefore the Setup screen was changed to allow the default printer# to be 0 (zero) which not display a default name in the ACH Build program.
 
Oct. 2020
In some cases the value to be placed in the "Immediate Origin" value in the file header record is not the Originating Routing#. For example some banks want the company's fed-id# or some other value there. Therefore a new field "Originating Id" was put on the Utility ACH Setup screen for such a value. It should be left blank if the routing# is used.
 
In some cases the prefix in front of the "Immediate Origin" value is not blank. Therefore a a new "Originating Prefix" field was added. Unless otherwise told it should be left blank.
 
On the Utility ACH Setup screen is the command "Print Screen" should user want to print the settings to paper. The command was changed to print in Landscape mode since the screen is too wide to print in Portrait mode.
 
April 2019
The "Build ACH File" program now has a "Print to Screen" option so that user can preview the report before printing it. User should still print the report to have a record that the file was built.
 
On the "Build ACH File" screen user must enter a "File Date". Leaving the field blank now inserts the current system date.
 
When filling out the fields on the "Build ACH File" screen user can now press "Enter" key to move from field to field. In the past user could only press "Tab". Now both can be used.


Work Orders:
Feb. 2024
Work Orders programs re-compiled using C++ 12.0.1.

July 2023
Postgres Only: Spaces are now allowed in Postgres user and database names.
 
Nov. 2022
C-Isam Only:
Data files could not be in a different folder than the application. This was fixed.
 
Oct. 2022
Both versions of Work Orders were re-compiled using C++ version 11.2.

August 2022
Both versions of Work Orders were re-compiled using C++ version 11.1.5.
 
July 2020
C-Isam version only: The Work Orders software is written using the C++ programming language. The program was re-compiled using the latest version.

Oct. 2019
The work order screen was changed to have new phone# and meter fields including the EID/ERT#, Meter Date, Digits, and #D.
 
Sept 2019
Postgres version only: Task codes coded with dept "All" did not display in the task drop-down lists on the WO screen. 
 
Feb. 2019
Gas Meter Action fields print one line lower on the Work Order form.
The Gas Meter Action term "Blend" was changed to "Blind".
 
Feb. 2018
For cities who have a Gas dept, new "Gas Meter Action" fields have been added to the work order screen. The new fields become visible when the Gas dept is selected.
 

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GFC Data Systems