August 12, 2026 (v2026.13)
Enhancements
L&P: Allow searching for GL/AP accounts by name, not just by GL number
- Staff entering bills, journal entries, and other transactions can now search for a General Ledger or Accounts Payable account by its name (like "General Supplies") instead of having to know its numeric code. Searching by the existing GL number still works exactly as before.
Control Delete Checks and Change Check Number visibility with the diocese Options checkboxes only
- Simplifies how the Delete Checks button and Change Check Numbers option are shown, so visibility now depends solely on the diocese's own settings rather than a mix of hidden background rules that could leave the options visible even when a diocese had turned them off. Now, unchecking the diocese setting hides these options for everyone, including admins, while checking it shows them subject to each user's own permission.
Fixes
Parishsoft Ledgers - able to see modules that have not been purchased by typing the URL directly
- Any logged-in user could reach a fully working accounting module their organization hadn't purchased simply by editing the URL, and because unpurchased modules didn't even show up on the Permissions screen, administrators had no way to block that access. The fix redirects users to a restricted-access page whenever they try to reach a module their organization's license doesn't cover, while access to purchased modules is unchanged.
Parishsoft LP - Delete button available on Checks when Delete Checks is disabled on Consolidation Manager
- Even after a diocese explicitly disabled check deletion for its parishes, the Delete button on checks (and the Change Check Numbers option) kept working for every user, including super admins. The fix makes both features strictly follow the diocese's setting - hidden for everyone when disabled, and governed by each user's own permission when enabled.
PSA - IndexOutOfRangeException in OCA.ItemGrid.CreateColumn on Credit Card (/LP/CreditCard.aspx)
- The Credit Card page could crash with an error in certain editing scenarios due to a mismatch between the grid's expected and actual columns. The fix corrects the column setup so the page loads reliably without the error.
PSA - Vendor Options 1099-adjustment grid NullReferenceException (VendorOptions.aspx.cs)
- Opening Vendor Options for a vendor with no 1099 adjustment records caused an error instead of showing an empty grid. The fix corrects the grid setup so those vendors now see a clean, empty adjustments grid with no error.
PS Accounting - Free read-only access to Ledger Report Writer has been removed
- Parishes that rely on their diocese's Ledger Report Writer license to view (but not edit) financial reports the diocese pushed to them lost that access entirely after a recent licensing security fix, cutting off a long-standing, intentional reporting workflow across every affected diocese. This fix restores that read-only, diocese-provided access without reopening the security gap the earlier fix closed.
PSA LP - Change Check Number is missing under Process > Other Processes when enabled on Consolidation Manager
- The Change Check Number option, which a diocese can turn on for its parishes, stopped appearing anywhere in the menu - even for support/admin accounts - leaving no way to reach it despite the diocese's setting being correctly enabled. The fix restores the menu item so it shows up whenever the diocese has enabled it.
PS Accounting - unable to log in when in multiple orgs but at least one has no license
- Staff who work across multiple parishes or dioceses under one login could be completely locked out of every one of their organizations - including fully licensed, paid-up ones - if just one linked organization lost its license. The fix prevents one org's licensing status from blocking login access to a person's other, properly licensed organizations.
PSA LP - Delete button on Check Information screen is missing
- The Delete button disappeared from the Check Information screen entirely, even for checks that met every condition for deletion, forcing staff to void erroneous checks instead of removing them cleanly and leaving unwanted reversing entries in the ledger. This fix restores the Delete button for eligible checks.
PSA LP - Pay Bills: AvidPay payment option radios hidden for users granted Bill Pay via permission template
- Staff who were given Bill Pay access through a standard permission template (rather than being a full admin) couldn't see or select the AvidPay payment option on the Pay Bills screen, blocking them from paying bills that way even though their organization uses AvidPay. The fix makes the AvidPay option available to those template-based users as well, with no change for administrators.
July 29, 2026 (v2026.12)
Enhancements
Payroll Reports - Support for Long Organization Names
- PS Accounting users in organizations with more than 35 characters in their organization name previously got an error when running the Payroll State Accumulations and Local Accumulations reports. These reports now support organization names up to 60 characters, truncating with "..." if the name is too long to fit, so the reports generate correctly for every organization.
July 15, 2026 (v2026.11)
Enhancements
2026 Second Quarter 941 Payroll Tax Form Update
- Updates the 941 payroll tax form to the 2026 Second Quarter version, so payroll users can generate the correct, current form for quarterly filing.
Fixes
Deleted Bill Items No Longer Reappear on Paid Bills
- Deleted bill line items were reappearing on bills, an issue that had thrown the Statement of Financial Position out of balance. Bills now show only their active line items.
Accounts Receivable Payments Error Resolved for Primary/Subsidiary Banking
- Clicking Payments in Accounts Receivable no longer produces an error for organizations using primary/subsidiary banking. Payments that were incorrectly blocked when a subsidiary account’s fund matched a user’s fund restrictions now process normally.
Deleted Employees Excluded from the Payroll Personal Time Report
- The Payroll Personal Time report no longer includes soft-deleted employees, and employees with both a deleted and an active record no longer appear twice. The report is once again reliable for personal-time and accrual data.
Statement of Activities — Columnar by Entity Report Now Runs with Entity Filters
- The Statement of Activities — Columnar by Entity report now runs correctly when one or more Entities are selected as filters, rather than throwing an error. Users can once again produce entity-scoped statements.
Line-Item Details on Existing Bills Can Be Added, Edited, and Deleted Again
- Users can once again add, edit, and delete line-item details on an existing bill. The line-item grid, which was previously locked on existing bills, now correctly saves and persists changes.
Enter Key Now Saves on Vendor Distribution and Assign Check Number Screens
- On the Vendor Distribution confirmation screen and the Assign Check Number window, pressing Enter while the Save button is focused now saves the record, matching the behavior of clicking Save with the mouse.
June 17, 2026 (v2026.10)
Enhancements
Avid Dashboard - Clearer Messaging When a Void Request Is Processing
- Improves the messaging when voiding a payment from the Avid Dashboard. If the void is submitted successfully but Avid's response is delayed or times out, users now see "Your void request has been successfully submitted and is currently being processed" instead of a misleading error, while immediate successes continue to show "Payment successfully voided."
Fixes
Consolidated Users See Only Their Assigned Organizations
- Fixes an access issue where consolidated users at diocesan sites could see every organization in their sub-group on the landing page, including organizations they were never assigned to. Affected users across multiple dioceses (including Louisville, Richmond, St. Augustine, and Cincinnati) now see only the organizations checked in their sub-group assignment.
Vendor Direct Deposit - Long Vendor Names Now Truncated Correctly
- Vendor Direct Deposit ACH files now correctly truncate vendor and check names longer than 22 characters instead of leaving the name off the file entirely. Customers with longer vendor names no longer need to manually shorten them for the name to appear in the direct deposit file.
June 3, 2026 (v2026.9)
Fixes
PSA LP Reports: Project Trial Balance not working correctly for Standard Cash and Pri/Sub Cash, Bills
- The drill-down functionality in Standard Cash systems has been corrected so that clicking on a project associated with a bill now opens the correct transaction. Previously, drill down would display an incorrect bill, which could cause confusion and errors during financial review. This fix ensures accurate and reliable navigation when investigating project-related billing details.
May 20, 2026 (v2026.8)
Fixes
PSA Payroll - Calculation Options is not saving selections under Step 4: Calculate
- Calculation Options selections in Step 4 (Calculate) of the Payroll Process now save correctly when submitted. Previously, unchecking specific deductions or benefits and clicking Submit would not persist the changes, reverting all options to the selected state. This fix ensures payroll calculations respect user-selected options, preventing incorrect pre-tax deduction handling that could lead to inaccurate 941s and W-2s.
May 06, 2026 (v2026.7)
Enhancements
Add AvidPay Dashboard
- Accounting users in organizations with an active AvidPay connection will now see a new "Avid BillPay" tab under the Bills section, providing a centralized dashboard to monitor all payment batches sent to AvidPay. The dashboard displays each batch's submission date, payment count, total amount, and status—including both successful and failed submissions—so users can easily review their AvidPay activity at a glance. Users can also download the AvidPay export file for one or more selected batches directly from the dashboard, and access to the tab is governed by the Pay Bills permission.
AVID - VOID Payments
- Partners can now void payments directly from the payment list by using a new Void Payment option available on each payment row. The option is automatically enabled or disabled based on whether the payment is eligible for voiding, with helpful tooltips that explain timing requirements, such as the 3:00 PM EST same-day cutoff and next-day processing rules. A confirmation step ensures intentional action before the void is processed, and clear success or error messages are displayed so partners always know the outcome, with guidance to contact support if the payment can no longer be voided through the system.
AVID - Batch Status
- The batch dashboard now displays real-time status updates pulled directly from the Avid API, with each status clearly color-coded for easy identification: Submitted appears in black, Completed in green, Processed with Issues in yellow, and Processing in blue. Status refreshes are optimized to occur no more than once every three hours per batch, reducing unnecessary API calls while keeping information current. The refresh interval is also configurable, making troubleshooting and testing easier when needed.
AVID - Batch Summary
- The batch dashboard has been updated so that batches now display in a collapsed view, sorted from newest to oldest by run date. Each batch row shows key summary information at a glance, including the batch ID, the total number of invoices in the batch, the combined payment amount, and the user who created it. This makes it easier to quickly scan and understand the contents and origin of each batch without expanding individual rows.
AVID - Download Button Functionality
- You can now download batch details, vendor line information, or individual payment data as a CSV file by clicking the Download or Download AVIDPay Export button. The exported file includes key payment details such as Batch ID, Vendor/Payee name, Invoice Number, Amount, Avid Check Number, Payment Status, Avid Check Date, and Batch Run Date, making it easier to review and reconcile payments outside the application.
AVID - Payment Status
- When you expand a batch, each payment now displays a color-coded status indicator that reflects its current processing state — such as Pending Approval, Held, Processing, Issued, Cleared, Voided, Error, and various refund stages — so you can quickly understand where each payment stands at a glance. Payment statuses are automatically refreshed each time you expand a batch until they reach a final state, after which updates are paused for three hours to reduce unnecessary calls while still keeping information current.
AVID - Dashboard Updates: Collapsible
- The AVID dashboard now features an improved collapsible row design that lets you drill down from batch summaries to vendor summaries and then to individual payment details, all without leaving the page. Clear expand and collapse arrows on each row make it easy to navigate the hierarchy and quickly find the information you need. The updated design aligns with the refreshed dashboard look and feel for a consistent, intuitive experience.
AVID - Filter & Pagination
- You can now filter your batch list by status, payment method, and timeline using new dropdown menus, making it much easier to find specific batches without scrolling through a long list. A clear status button is also available to quickly reset your filters when needed. Additionally, pagination has been introduced to display only a limited number of batches per page, keeping the interface clean and manageable.
AVID - Search Bar
- A new search bar has been added to the top of the BillPay batch list screen, allowing you to quickly find specific batches by Batch ID, Invoice Number, Check Number, or Vendor Name. Results filter in real time as you type, eliminating the need to scroll through long lists to locate, review, or reconcile batches. If no matching batches are found, a clear message is displayed so you always know the status of your search.
Handle Child Payment Status Updates When Parent Payment Status is "Multiple"
- The payment status sync with AvidPay now accurately tracks payments that contain multiple child transactions. Previously, when AvidPay reported a payment status of "Multiple," the system recorded that generic status rather than retrieving the actual statuses of the underlying child payments, resulting in incomplete payment tracking. The system now automatically detects these parent payments, retrieves the actual status of each child payment (e.g., "Cleared" or "Refund Issued") from AvidPay, and updates the database accordingly, providing a more accurate and detailed view of payment outcomes.
Fixes
Entity-level permission is not working correctly.
- Users with restricted entity-level permissions could sometimes see and select bank accounts belonging to entities they did not have access to when assigning check numbers during bill payment. This has been corrected so that the bank account dropdown now properly filters to show only accounts within the user's permitted entities, preventing accidental transactions to the wrong account.
Infrasrtructure Updates
Overtime & Tip - Tax
- The pay item types previously labeled "Overtime – Non Taxable" and "Tips – Non Taxable" have been renamed to "Qualified Overtime" and "Qualified Tips," respectively, and are now classified as taxable at the standard rate. Any existing pay items using the old types have been automatically migrated to the new classifications, ensuring that applicable taxes are correctly calculated going forward. All payroll reports and the Pay Item Type dropdown on the New Pay Item screen now reflect the updated names and taxability status
April 22, 2026 (v2026.6)
Fixes
Bills - After adding more lines to an existing bill and pressing Enter after the amount is entered, the bills are submitted, but the lines are not saved.
- Pressing the Enter key on the Bills screen no longer incorrectly submits the bill when adding lines after
clicking "More Lines." Previously, pressing Enter after expanding line items would cause the bill to be submitted without saving the newly added lines, potentially resulting in lost data. This fix ensures that the Enter key behaves consistently across all bill entry scenarios, properly tabbing between fields instead of triggering a submission.
Payroll - Unable to print prior year 941s
- When generating a Prior Year 941 form in Payroll, clicking Submit after previewing the report now correctly
populates the printable PDF with the expected data. Previously, although the Preview Report screen displayed the correct information, the final submitted PDF was blank for all fields. This fix ensures that prior year 941 forms render properly so users can successfully generate and print completed tax documents.
Entity-level permission was not working correctly.
- Users with restricted entity-level permissions could sometimes see and select bank accounts belonging to
entities they did not have access to when assigning check numbers during bill payment. This could result in checks being inadvertently processed from the wrong bank account, only discovered later during bank reconciliation. The bank account dropdown on the Assign Check Number screen now correctly filters options to only show accounts within the user's permitted entities.
Payroll - State taxes taken change based on the check date of the payroll process
- State tax withholding calculations in payroll have been corrected to ensure consistent, accurate amounts regardless of the selected check date. Previously, some employees experienced fluctuating state tax withholding amounts when the payroll check date changed, even though no modifications were made to their pay, deductions, or tax data. This fix ensures that state withholding is calculated reliably and consistently across all payroll runs.
Infrastructure Updates
Update Release Notes Link
- The Release Notes link on the Ledger and Payables Dashboard has been fixed and now directs you to the
correct 2026 Release Notes page. Previously, clicking the link led to a broken webpage, but it will now take
you to the up-to-date release notes article as expected.
Comprehensive Performance & Memory Leak Analysis
- The application now performs significantly faster and more reliably thanks to a series of critical fixes
addressing memory leaks and inefficient database queries. Undisposed memory and file streams in payment history, account attachments, and calculation processing have been properly resolved, and N+1 query problems in audit and settings lookups have been eliminated. These changes deliver dramatically faster page load times and a substantial reduction in database calls, resulting in a smoother and more responsive experience throughout the application.
March 26, 2026 (v2026.5.1)
Fixes
PSA – The recent NACHA change to identify PAYROLL does not populate the 10 characters for spaces 54-63
- The payroll ACH file generation has been corrected to properly format the Company Entry Description field by right-justifying the "PAYROLL" value and padding it with spaces to fill the required 10-character width in positions 54–63. Previously, the field contained only 7 characters, lacking the required padding, which caused banks to reject the ACH files as non-compliant with NACHA formatting standards. Payroll direct deposit ACH files will now be accepted by banks without requiring manual edits.
PSA – 941 Issues
- The 941 report creation process has been updated so that the "Aggregate Return Filters Only" section is no longer required. Previously, the report would fail to generate if no option was selected in this section, blocking users from completing their 941 reports. Users can now successfully create 941 reports without selecting any option in that filter section.
March 25, 2026 (v2026.5)
Enhancements
2026 Q1 Form 941 Update
- The IRS Form 941 has been updated to the 2026 First Quarter version for organizations using Payroll. Users can now generate the updated form with the correct layout and data populated in the appropriate fields, ensuring compliance with current tax reporting requirements.
Fixes
Unable to Unclear Items on Open Bank Reconciliations
- An issue has been resolved in which cleared items could not be uncleared during a bank reconciliation that had been submitted but not closed. Items can now be unchecked and saved correctly while the reconciliation remains open, restoring expected behavior and eliminating the need for manual database intervention.
March 11, 2026 (v2026.4)
Fixes
Parishsoft PSA – Error returned when selecting 1 or more orgs in the User List Report
- Fixed an issue in Consolidation Manager > Reports > Lists > User List where selecting one or more organizations caused the report to fail. Users can now filter by organization and successfully generate the User List report without receiving a “No report data to render” / ambiguous column error.
Parishsoft – PSA – Error returned when clicking the Attachments button on the Charge Information screen
- Resolved an error that occurred when clicking Attachments on the Credit Card Charge Information screen. Previously, users could receive a “This record requires at least one item” message when trying to view attachments for certain charges (including charges in closed months or charges cleared on a reconciliation). Attachments can now be accessed as expected without requiring users to reopen prior months.
February 11, 2026 (v2026.2)
Fixes
- PSA Payroll – Option to withhold Family Leave Tax prevents payroll calculation.
- Users were unable to calculate payroll when the Withhold Family Leave Tax option was selected. Removing the checkbox allowed payroll to calculate, indicating a defect in the withholding logic. The issue occurred even when a valid liability account was configured. The fix ensures payroll is now calculated correctly when Family Leave Tax withholding is enabled.
- This update resolves multiple client‑reported concerns regarding Minnesota Paid Leave tax behavior and ensures withholding behaves consistently across employee-/employer-related tax-configuration scenarios.
Infrastructure Updates
- 2025 End of Year Rate Updates 2.
- All applicable U.S. payroll tax rate updates were loaded for the January update cycle, ensuring compliance across affected states.
- This includes new and updated rates for: Arkansas, Illinois, Indiana, Louisiana, Minnesota, Michigan, Mississippi, Montana, North Carolina, North Dakota, Oregon, and Vermont.
- These updates align with Microsoft Learn guidance for Dynamics GP and ensure accurate payroll processing throughout 2026.
January 19, 2026 (v2026.1)
Enhancements
- Non‑Taxable Overtime and Tips
- Added new Pay Item Types: Overtime – Non Taxable and Tips – Non Taxable. Both map to W‑2 Box 12 with codes TT (Overtime) and TP (Tips).
- Pay Items display correctly in employee Pay Data and W‑2s now report non‑taxable wages accurately.
- Retitle Print Buttons for Bills, Journal Entries, Credit Charges & Deposits
- Updated misleading Print buttons to Submit and Print. This fix prevents users from unintentionally submitting transactions when they only intend to print.
- Bills = Submit and Print Bill
- Deposits = Submit and Print Deposit
- Journal Entries = Submit and Print Journal Entry
- Credit Charges = Submit and Print Credit Charge
- Session Expiration Warning
- Added a 30‑second session timeout warning. Upon receiving this pop-up, users may continue working or log out. If no action is taken in 30 seconds, the session automatically expires. This warning will reduce unexpected logouts and prevent data loss.
Fixes
- Unable to Assign Entity Code “0” to Fixed Assets
- Fixed an error preventing Entity Code 0 (General Fund) from being selected. The behavior now matches Ledger Accounts, which already support Entity Code 0.
January 12, 2026 (v2025.22.2)
Enhancements
- 2025 Form 944 Update
- We’ve updated the 2025 Form 944 to ensure that newly added IRS fields are correctly captured, saved, and displayed when generating the form.
- Box 12c – Routing Number: When users enter a routing number, the value is now saved and printed correctly in Box 12c.
- Box 12d – Account Type: Selecting Checking or Savings now displays correctly in Box 12d.
- Box 12e – Account Number: Account numbers entered by the user are now saved and printed in Box 12e.
- These updates bring PSA into alignment with the recent IRS revisions for the 2025 Form 944 and ensure accurate filing for organizations.
Fixes
- Family Leave Tax Not Handling Check Date Correctly
- We resolved an issue where the Family Leave Tax calculation was not properly accounting for the payroll Check Date, which could lead to incorrect tax amounts.
- The calculation engine now correctly evaluates Family Leave Tax based on the CheckDate provided during payroll processing.
- This ensures that datedependent tax rules are applied consistently and accurately.
- The correction eliminates discrepancies in payroll deductions and ensures compliant reporting.
- 1099 Forms Missing Address Line When SpecialAddress1099 Is Blank
- We corrected an issue where vendor 1099 forms failed to display address information under specific conditions.
- If the 1099 Address 2 field was NULL, the entire address sometimes failed to print, despite appearing correctly on the Edit screen.
- In cases where Address 2 did contain a value, it was not printing on the 1099 form.
- Address line ordering was incorrect — Address 1 was appearing in the Address 2 position.
- The system now correctly prints Address 1 and Address 2 in the proper order, ensures vendors with blank Address 2 fields still have a complete address printed, and aligns printing output with what is shown on the Edit screen. This resolves systemic inconsistencies affecting 1099 reporting for multiple organizations.
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