We’re excited to announce the latest updates to HopeWorks. This release includes Finance reports, updates to Reallocations, as well as many more updates throughout the system. Our developers are dedicated to supporting you and continuously improving the system. Thanks for being part of the HopeWorks community as we work together to bring God’s Word to Every Child!

New Log-in Process

For HopeWorks users with a OneHope email address, HopeWorks 3 now requires authentication via Microsoft. This will also require the use of Microsoft Authenticator, which allows for a streamlined, one-click login after the initial setup.

Multi-factor authentication through Microsoft Authenticator adds an extra layer of protection to safeguard system access.

These improvements ensure a more efficient, secure, and seamless sign-in experience for those using OneHope network credentials. Please note that this security feature will be rolled out to all HopeWorks users in the future.

• If you have any questions about your OneHope credentials, please contact helpdesk@onehope.net.

• If you need help with Multi-Factor authentication, check out this page on the HopeWorks Support Site for initial setup instructions from IT.

Finance Reports

The HopeWorks team is pleased to announce that several Finance reports have been successfully migrated from HopeWorks 2 to HopeWorks 3. The updated features of HopeWorks 3 offer greater flexibility in customizing reports. The existing Finance section has been updated to include a “Customize Report” button for each list of transactions, allowing a user to open the full report to be modified and exported based on specific needs.

Reminders from the HopeWorks Help Site for working with reports in HopeWorks 3.

Migrated Reports

• Finance: Disbursements - By Disbursement Date

• Finance: Expense Reports - By Month, Income Summary

• Finance: Transfers - By Date

• Finance: Processing - Pending Disbursements, Expense Breakdown

Timeline Feature

The timeline, a new feature in HopeWorks 3, displays a historical record of changes and includes the ability to add comments and upload attachments, if you have permission to add or edit that specific record. Currently, the Timeline feature has been integrated into the Beneficiaries and Disbursements forms. In the future, it will be extended to other sections of HopeWorks! 

Safari Browser Compatibility

HopeWorks 3 now supports Safari. With Safari compatibility, HopeWorks 3 continues to prioritize flexibility and ease of use for everyone.

Beneficiary Form

The Beneficiary Form has been migrated to HopeWorks 3. This update includes a required email field and an approval process. Please note: New beneficiaries must now be fully approved by Operations and Finance before they can be selected for use in a disbursement. Plan to allow time for approvals for new beneficiaries This change helps ensure all necessary reviews are completed before funds are scheduled to be disbursed to prevent delays. Visit the HopeWorks Support Site for more details. 

HopeWorks 3 General Updates

• Disbursements: The Disbursement date field now requires the disbursement date to be selected for 5 days or more in the future. This system change ensures Field Services has all Disbursements ready for approval at the beginning of each week.

• Finance: When a new Expense Report, Transfer, or Disbursement is created, the form now visually indicates each field that is required to submit the form.

• Finance: Common Reports shortcuts have been updated to the newly updated finance reports available in HopeWorks 3.

• Finance: For those with Beneficiary permissions, a new report has been created in HopeWorks 3 that lists active beneficiaries by name and the date of their last disbursement.

• Product Requests: A Product or Budget account in the Working plan cannot be modified when it is currently included in an open Reallocation.

• Product Requests: Digital Product reallocation requests now have an additional approver from Ministry Solutions.

• Reporting: Mac users can now open a record from a report in a new tab by holding the CMD key while clicking the record. PC users are still able to open a record by holding the CTRL key while clicking the record.

• Reporting: Report columns can now be reordered without refreshing the report view, enhancing its speed and responsiveness.

There have been new features added to HopeWorks 3 along with bug fixes and improvements. Please review the items below for a summary of the changes that have been implemented this week.

Major Features and Improvements

HopeWorks 3 

• New Budget Calculating Tools: Two new tools have been created for the Budget Planning process to help make entering amounts faster and easier to calculate.

  • The total amount for an account can be distributed across all 12 months.

  • The same dollar amount can be copied across all 12 months for an account line.

• Sharing Custom Report Views: Custom-created report views can now be shared between users by sending the view link for a custom report view.

  • The user receiving the link will be able to see a shared view of the report. The ability to view the report and data within the report is based on their permissions.

  • The shared view can then be copied and saved to the user's account for future use. Any changes by the receiving user will not impact the saved custom view of the original user.

Additional Changes

HopeWorks 3 

• Planning: Planning for 2025 opened on May 17, 2024. Over the next few months, the Approved Plan is Open for Product Requests and Budgets. All information entered into the Working Plan during this time will automatically be approved.

• Reporting: The Amount Balance column is now disabled when filtering a transaction report by any column that would incorrectly impact the Running Balance.

• Finance: An issue with viewing finance fields after clicking on a link to open a Finance form has been resolved.

• Planning: The Geographic Breakdown card has been updated to ensure that the Budget and CPR numbers match the Budget and CPR numbers on the metrics at the top of the page.

• Additional bug fixes and improvements to HopeWorks 3.

The Software Development team continues to roll out updates focused on implementing Ministry Strategy features. Please see below a general summary of the HopeWorks 3 changes being released this week.

Major Features and Improvements

HopeWorks 3 

• Product Requests: Ministry Strategy

  • In the Planning section of HopeWorks 3, Product Requests now have groupings for each Ministry Strategy. A grouped summary of all Programs can be viewed from the Summary tab, or the list of Programs can be filtered by each Ministry Strategy.

  • When looking at a specific program, the system will also display the Ministry Strategy for that program.

Additional Changes

HopeWorks 3 

• Planning: When entering a new Program Request, a Ministry Strategy will be required to be assigned for the request prior to approval. This will allow the categorization of newly requested Programs according to the described in the Ministry Strategy feature above.

• Finance: The Finance balances at the top of the Finance Overview page for certain countries have been updated to include older transactions from HopeWorks 2 that did not follow the HopeWorks 3 patterns.

• Finance: The Finance forms have been updated to include the newly required option to assign the “Level” dimension for most Cost Centers, including non-GA cost centers.

• Finance: An issue with the search option for the list of Expense Reports, Disbursements, and Transfers has been addressed so the list will only show filtered results based on the searched text.

• Reporting: An issue when filtering using the "Accounting Code" column for Product Types has been addressed so the options for filtering now show in the filter window.

This update focuses on ensuring improved functionality and increased system performance. 

Major Features and Improvements

HopeWorks 3 

• Reach: A new column called "Product Format" has been added to the available columns for the Reach report.

• Ministry Activity: The location popup window will now correctly retain the previously entered city and province values when the cancel button is clicked.

• Planning: An error with "Other Income" in Planning Budgets not showing as income and not being reduced from the total budget has been addressed.

• Planning: An error with changing the Planning version while on the Program page has been addressed.

• Planning: The function of the "Save" button on Reallocations has been restored to normal operation.

• Reporting: The total row on a percentage column no longer displays a blank value. The row will now display the total percent for the report section.

• Reporting: When adding a text or date column to a report, it is automatically added to the sort options for convenience if it is the first or second displayed text/date column. When removing a text or date column from a report, it is also removed from the sort options if it is the first or second displayed text/date column.

• Reporting: An issue where a report using multiple data sources displayed incorrect data when filtering on certain columns has been addressed.

• Reporting: When exporting a report filtered with "Last Year" to an Excel (.XSLX) file, it now displays the correct year value in the header. 

The Software Development team is excited to share the beginning of the new Ministry Strategy rollout in HopeWorks. 

Major Features and Improvements

HopeWorks 3 

• Finance: Disbursements, Expense Reports, and Transfers forms support a new drop-down list for Ministry Strategy, located below the Cost Center field. The Ministry Strategy field is mandatory for any transaction dated 1/1/2024 and after. All other sections of the finance forms function as previously established.

The Ministry Strategy field contains values that are configured per Cost Center. If no options are configured for a Cost Center, the new field is not shown. Only GA Cost Centers are currently configured to use Ministry Strategy, including the following values: Evangelism, Modeled Discipleship, Leadership Development, Fund Raising, To Be Allocated.

HopeWorks 2

• Program Types: The Ministry Strategy can now be selected on all new and existing Program Types. 

• Program Types: The Ministry Strategy column is also now visible by default on the Program Type report. 

Additional Changes

HopeWorks 3 

• Finance: Serenic export reports now include the Ministry Strategy column.

• Reports: Ministry Strategy is now an available column in the Program Types section for customizing reports.

• Reports: The default views for the following reports now have Ministry Strategy included as a column or report filter:

  • Program: By Area

  • Program Types: Program Types

  • Planning: Product Requests: By Area

  • Programs: By Area

  • Consignment report, Totals by Program, Product

HopeWorks 2

• Finance: Finance reports have been modified to include Ministry Strategy as an available field. The most commonly used reports also include Ministry Strategy as a default filter.

This month the Software Development team continues to improve the experience of using HopeWorks. There are many bug fixes and updates across the reporting system. Below is a summary of the updates being rolled out. 

Major Features and Improvements

HopeWorks 3 

• Reporting: The list of available reports now displays the individual views associated with each report. Now a preferred view can be clicked on from the list rather than loading the report default view and then navigating to another view. 

General Fixes and Updates

HopeWorks 3 

• Finance: When files are being uploaded to an Expense Report a prompt now warns if there is an attempt to navigate away from the page or close the browser before the upload process completes.

• Inventory: A new view has been added to the Inventory: Warehouse report that summarizes inventory usage across OneHope warehouses.

• Inventory: An error has been addressed when adding the "Product" column to Inventory Reports that caused the report totals to be incorrect.

• Inventory: An issue has been addressed with "Inventory Totals" not matching between report views on the Inventory reports.

• Planning: A new report called Reallocations has been created to view reallocations by Geographic Area.

• Planning: The Geographic Breakdown card on the Overview page is now secured by Cost Center permissions.

• Planning: The Planning Geographic Overview card now includes totals at the bottom of each column for Reach, Goal, Budget, and CPR.

• Reach: An error has been addressed when adding the "Geographic Area" column as a sort or new column on the Reach Report.

• Church Plants: A new report has been created named "Church Plant Summary", containing views with churches planted by month, year, country or region, and closure status.

HopeWorks 2

• Functional Regions: Added a new accounting code field for the Level dimension in Serenic.

• Fixed issues with printing reports and forms. 

This month the Software Development team has addressed many bugs and errors with the reporting system to provide more stable reports. Below is a summary of the changes being rolled-out this month. 

Major Features and Improvements

HopeWorks 3

• Reports: All Excel Report exports now include the Report Name, View Name, filters, grouping, and column totals from the report view being exported.

• Supply Chain: A new report has been created to give summary data for the supply chain process including Orders, Printing, Shipping, and Receiving. NOTE: This report functions based on "Budget Year" rather than the calendar year, impacting the report data and customization.

Minor Fixes and Updates

HopeWorks 3

• Reach: The "Reach Report: Reach vs. Reported" view and "Reach: Executive, Reach vs. Management" view each have a new column that calculates the percentage of Planned Reach vs. Reported Reach.

• Reporting: Excel report exports now format date columns as dates and number columns as numbers rather than text values.

• Reporting: The "Save View" button is now "Rename View" to give better clarity for the function of the button when changing a saved view name.

• Reporting: The first row on Inventory reports consistently displays "Opening Balance" when customizing the report view.

• Reporting: The "Month" column now consistently sorts based on chronological order rather than alphabetical order.

• Reporting: An issue has been addressed with inconsistent results when applying a filter using "Partner Name" to a report or applying a text search for "Partner Name".

• Reporting: An occasional error has been addressed with the loading spinner disappearing before the report data has been fully loaded.

• Reporting: The functionality of the Year filter option "Includes" has been fixed so all years being selected are included.

• Reporting: When customizing a report, the Available Columns window will reliably expand the list of columns most likely related to the report being worked on.

• Reach: The performance of the "Report Reach" card on the Overview Dashboard has increased for a faster loading time.

• Church Plants: Additional Columns from the Follow Up Surveys have been added as available columns for report customization.

• Finance: An error with the calculation of the "Currency Exchange Loss" account has been corrected.

• Ministry Activity: The correct functionality for the "Save and New" button has been restored so a new empty Ministry Activity form will be opened once the button is clicked.

• Planning: An error has been addressed when saving an Order without a "Budget Year".

• Planning: A system error with Reallocation Approver notifications has been corrected.

• Planning: The "Add New Account" list now only shows active Cost Centers.

• Planning: The U.S. currency symbol is used for all Budget Planning.

HopeWorks 2

• A new permission setting has been added for creating International Shipments from Orders.

• Budget Year support has been added for International Shipments.

• The list of Invoice and LOD templates for International Shipments has been expanded.

• Improvements were made to the performance of loading the Product Types form.

This month the Software Development team has rolled out many fixes and improvements, focusing primarily on the HopeWorks 3 reporting system. Here is a summary of what's changed.

Exciting news! Enjoy a renewed visual experience across the HopeNet platform with a refreshed color palette that reflects our OneHope branding colors. From the login page to the dashboard charts and throughout HopeWorks 3 and DMG Analytics, enjoy the updated look and feel as we continue to enhance the user experience. 

Fixes & Improvements

HopeWorks 3 

• Church Plants: Additional follow-up columns from Church Plant Surveys are now available for customizing report views.

• Planning: Users with permissions for more than one geographic area are no longer allowed to submit Reallocations at the “All Areas” level due to issues with approvals and performance. Reallocations now must be submitted within their respective geographic area.

• Finance: Expense Reports, Disbursements & Transfers forms have been corrected to now show project names that were previously saved but are now retired.

• Reporting: Multiple issues relating to the accuracy and completeness of Reach report data have been corrected.

• Reporting: Numeric columns are now prevented from being added as grouping columns.

• Reporting: An occasional error with adding regional data to Inventory reports has been corrected.

• Reporting: An occasional error when adding the Warehouse column to the Consignments report has been corrected.

• Reporting: A problem adding the Format column from the Product Types available columns has been corrected.

• Reporting: An occasional error on the Product Request report has been addressed related to removing date columns and adding new columns from Consignments or Ministry Activity.

• Several internal system fixes and improvements have been applied to improve the stability of the system.