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Summary

This release of USAS-R contains performance improvements and bug fixes as detailed in the release notes below.  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. 

Important Highlights

Improvements

• 1099 changes
  • Updated the filenames for the various Reference copies (Copy 1, 2, A, B and C) so they are clearly identifiable in the file archive.
    • Reference copy files are now named to include the type of copy (Copy B used in examples below): 
      • ORGANIZATION_1099_MISC_REF_B
      • ORGANIZATION_1099_NEC_REF_B
      • ORGANIZATION_1099_BOTH_REF_B
  • 1099 NEC formatting changes
    • Calendar Year field was updated to accurately reflect IRS changes for 2022 reporting year.  This change reformats the numbered boxes below it on the form.
    • The Account number box has been moved up above the name and address.
    • The empty box between boxes 2 and 4 is now numbered 3 and is greyed out.
  • The truncate option was incorrectly truncating the first 2 digits of the PAYER'S TIN.  Per the IRS the Filer's TIN may not be truncated on any form.

Bug Fixes

• Corrected the default date displayed when processing budgeting adjustments.  If an initial amount does not exist for the account, the initial type will be displayed and the date will default to 7/1 of the current fiscal year.  However, the date is now modifiable to allow districts to specify a date later in the year if needed.  If an initial amount exists for the account, the adjustment type will be displayed and the date will default to the current system date.

Internal

• Created a service layer for Spending Plan
• Created a service layer for Five Year Forecast

Issues included on this release