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Summary

This release contains bug fixes and report improvements as detailed in the release notes below.

Important Highlights

Please keep in mind these release notes only reflect the changes included in this release.  There are many other features of the software that were previously released that will not be reflected in these release notes.  General information about all of the features available in USAS-R can be found in our USAS-R Documentation.  There is a section in the documentation that also details the significant changes between USAS-R and classic USAS. 

1. Implemented rules for Distributions, Invoices and Transfers and Advances to look at the account start and stop dates when determining if the account is active and able to be used.  These rules are now implemented for all transactions as others were previously implemented.
2. Improved the performance of saving the Cash Reconciliation.
3. Corrected a problem with missing control header and footer labels on reports.
4. Corrected a problem that prevented users from renaming customized reports.
5. Updated canned reports to allow them to be included in report bundles.
6. Added the option to select the report format to canned reports.
7. Researched and corrected an encumbrance problem reported by a district.  The district reported a problem balancing their encumbrances due to POs that were no longer invoiceable but had a remaining balance not equal to $0.  This fix is specific to the reporting district, however we will be releasing a discovery patch to determine if any other districts were impacted.
   1. Explanation of the problem: this was partially caused by the posting of full invoices before partials (before the rules were implemented to prevent) and partially due to a patch that was included on the 7.30.1 hotfix release published on 12/17/19.  The purpose of the patch was related to a performance improvement we made to improve the posting of payables.  Only those POs that had cancel invoices dated Dec. 1, 2019 and after should have been updated, but due to an error in the patch date it ran for a longer period of time than intended, which resulted in the reported encumbrance problem.

Reported Performance Problems

We are working to improve performance in the following areas as reported through feedback.

1. Districts with a large number of accounts experiencing slowness 

   Jira Legacy
   server SSDT JIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 925ea1db-0df8-3e91-bcfb-6b1c8a04f6ca key USASR-3935

2. Improve the performance of the Appropriation Resolution report generation 

   Jira Legacy
   server SSDT JIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 925ea1db-0df8-3e91-bcfb-6b1c8a04f6ca key USASR-3889

3. The report button on the Activity Ledger grid does not produce the report generation popup as quickly as other grids 

   Jira Legacy
   server SSDT JIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 925ea1db-0df8-3e91-bcfb-6b1c8a04f6ca key USASR-3961

4. Improve the time it takes to generate the Revenues and Expenditures report 

   Jira Legacy
   server SSDT JIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 925ea1db-0df8-3e91-bcfb-6b1c8a04f6ca key USASR-4067

5. Budget Summary report generation performance needs to be improved 

   Jira Legacy
   server SSDT JIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 925ea1db-0df8-3e91-bcfb-6b1c8a04f6ca key USASR-4079

6. Financial Detail July 1 Cash Balance report generation performance needs to be improved 

   Jira Legacy
   server SSDT JIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 925ea1db-0df8-3e91-bcfb-6b1c8a04f6ca key USASR-4080

Upcoming Features

1. Mass change definitions will be available in the documentation to update your invoice item received dates to equal either the invoice date or the vendor's invoice date.  

Issues included on this release