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• Corrected the newly created budgeting rules that will prevent processing budgeting transactions against inactive accounts.
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  • Previously was causing an error when attempting to make an account inactive.
• Corrected a problem that prevented processing an account change if any account on the associated transaction had a negative balance.  The account change process was updated to only perform balance checking on the account being changed.
• 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.
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Improvements

• 1099 changes
  • File Archive:
    • Updated the filenames for the Reference and Printer/Sealer copies so they are clearly distinguishable in the file archive.
      • Reference copies are named to include _REF: 
        • ORGANIZATION_1099_MISC_REF
        • ORGANIZATION_1099_NEC_REF
        • ORGANIZATION_1099_BOTH_REF
      • Sealer copies are named to include _SEALER:  
        • ORGANIZATION_1099_MISC_SEALER
        • ORGANIZATION_1099_NEC_SEALER
    • 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 Extract Options:
    • The Output File Type "PDF Format" is obsolete and has been removed.
  • Formatting:
  • Updated the filenames for the various Reference copies (Copy 1, 2, A, B and C) so they are clearly identifiable in the file archive
    • 1099 MISC changes to the Printer/Sealer copies only (other copies previously updated)
      
      • Updated to implement the box numbering changes for 2022 reporting.  The FATCA filing requirement box is now numbered (13) and subsequent boxes have been renumbered.
      • The Account number box has been moved down one place on the form.
      • The Name 2 field has been added to the recipient address.
      • The Calendar Year field was updated to accurately reflect IRS changes for 2022 reporting year
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  1099 changes
  • • • .
    • 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.
• Additional performance improvements were made to AP Invoice processing.  These updates were specific to optional rules that were causing repeated queries to run, which caused the performance problem. 

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