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Bug Fixes

• The proposed amount service has been updated to properly display all errors related to inactive accounts when processing proposed amounts.  Previously only one error would display at a time.
  

Improvements

• 1099 UI changes - Per the IRS, any copy that is furnished to the payee can be truncated.  The following copies now have the option to Truncate TINs:
  • • Reference Copy: When either Copy B or Copy 2 are selected, the truncate option will display.  
    • Printer/Sealer Copy, which includes both Copy B and Copy 2.  The TINs on the printer/sealer document will be truncated on both Copy B and Copy 2 if the truncate option is selected.
  • The truncate option that displays will now be labeled as "Truncate TINs (SSN/EIN)".
     
• An active filter has been applied to the Account UI tabs (Cash, Appropriation, Expenditure and Revenue) and will display only active accounts by default.
  

Patches

• Patch for specific district who post migration had archived periods that remained open and several missing posting periods. The patch will close the open archived periods and create the missing posting periods for this district only.

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Bug Fixes

• Transactions>Items:
  • When splitting items, if the original item is no longer capitalized due to the split, the capitalized flag is now being updated to reflect the correct value.  Previously the grid would have to be refreshed in order to see the correct value of the capitalized flag.
• Transactions>Transfers
  • Updated the transfer UI to allow processing transfers for all statuses considered active. (which includes Active, New Item, Excess Asset Held For Sale, or Excess Asset Not In Use).  Previously transfers could be posted for Active only.
  • Enforce transfers that need to be deleted be done in order by transaction date.  the user should only be allowed to delete the last (based on date) transfer and not be able to delete an earlier transfer first. 
• GAAP Reports
  • Included in this change was another update to the beginning balance value.  The beginning balance would display as 0.00 if an item did not have an acquisition transaction.  The beginning balance value will now return the item's beginning balance if no acquisitions exist for the item.
  • Acquisition amounts on the Fixed Asset by Source and Schedule of Change in Fixed Asset reports no longer include amounts for "Payment" type acquisitions.  The beginning balance and capital leased amounts on the reports were including these amounts but have been updated to exclude them.
Depreciation: 
• Miscellaneous:
  • GAAP Reports - causing balancing issues between prior year ending and current year beg
    • Acquisition amounts on the Fixed Asset by Source and Schedule of Change in Fixed Asset reports no longer include amounts for "Payment" type acquisitions.  The beginning balance and capital leased amounts on the reports were including these amounts but have been updated to exclude them.
      • Included in this change was another update to the beginning balance value.  The beginning balance would display as 0.00 if an item did not have an acquisition transaction.  The beginning balance value will now return the item's beginning balance if no acquisitions exist for the item.
  • Miscellaneous:
    • Some User Interfaces were corrected to properly display any validation errors and remain in Edit mode to allow users to correct the invalid values.
    • Depreciation:
      • Fixed the depreciation of an item disposed
    of
    • • of in a fiscal year that has been reopened, The depreciation service was updated to remove the depreciation transaction(s) associated with the item that was disposed of.  This fix also included a patch to find and remove any depreciation transactions related to items disposed of in years where a depreciation transaction still exists.  (i.e. so if I re-open FY22, dispose of an item, re-close 22, the depreciation transaction that was created when I originally closed 22 has been removed).
      • The patch above was erroring out when encountering a disposition with a null date.  This failed the patch and prevented the application from starting so we hotfixed the patch to be null-safe when looking at the date
• User Interfaces were corrected to properly display any validation errors and remain in Edit mode to allow users to correct the invalid values.

Improvements

• A User Listing Report has been created and is similar to what is available in USAS & USPS.  The report shows the username, name, last login, enabled flag, password expiration, external authentication flag and roles/permissions for the users.  Report parameters allow for excluding users or roles and filtering for enabled/disabled users only if desired.  The report can be generated in PDF or TXT formats.

• An error has been added to the UI when attempting to create an item without an amount.  In the acquisition window the UI will no longer allow a user to continue to save the item without adding an amount value.

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