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Bug Fixes

• Corrected the Account Change process to prevent it from creating the July posting period of the next fiscal year.  The changes also resulted in performance improvements

Improvements

• Subject Code changes per ODE for FY23 have been implemented
  • For full list see Release Notes
• Budget Account Activity Report (canned) performance improvements (55-75%)
  • Forecast Line Number also added as Sort Option
    
  • Reminder: Users should be utilizing the canned version of reports whenever possible. The canned reports (on the Report menu) are enhanced for performance so they will run much quicker than their template counterparts. We've been continuing to update the canned reports to attempt to ensure the same functionality is available in the canned version. Primary reason to use the template version at this point is if they have customized the version to add/remove columns or require a change formatting.
• Created a rule to prevent invoicing a future fiscal year purchase order in the current fiscal year. This is a mandatory rule that cannot be disabled. 
  • Error: Invoice date is in a fiscal year prior to the PO date.
  • Example. The current period is June 2023 and the district has started to create their 7/1/23 POs so July period is also open. When they invoice on of those POs, they accidentally let the date default to 6/15/23. The Invoice would "reduce" the encumbrances, but the encumbrances aren't actually added to the account until the PO date of 7/1/23 so this could cause an issue with a negative carry over.
    • Now that the rule has been implemented, the user will receive an error when attempting to save the Invoice with a 6/15/23 date.
    • In order to post the invoice, they can either change the Invoice date to July OR modify the PO to a June date.
• Updated the anonymizer to remove the File Store data

Patches

• Correct account change job status for specific district
  • Be cautious if there is an account change job running before restarting an instance.

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• When copying a new contract from an existing Compensation, the Building and Department Codes should now populate automatically. 
• The queryPayAccounts USPS SOAP call was updated so the sort order matches the sort order in the user interface.
• A tool tip was added to the Leave Activity Report to better describe how the dates on the report work.
  • Show Applied Balance Starting - Report will show beginning balance for leave as of this start date, including all accumulations/usages that have been applied to the balance.
  • Show Applied Balance Ending - Report will show ending balance for leave as of this end date, including all accumulations/usages that have been applied to the balance.
    • USPSR-6588 - 6.96.0 Release:  Will add the Leave Activity Date to the Attendance records.
• Audit Report was improved to included deleted users. 
• Pay Groups are now archived when the Delete option is selected.
• The CSV version of the Wage Obligation Report and Employee Benefit Obligation Report have been added to the Fiscal Year End report bundle.
• New Contract>Salary Notices will now print the new Position Description.
• STRS Advance Reports performance improvements.
  • STRS Advance Report - 77% improvement
  • STRS Positions Report - 85% improvement
  • STRS Advance Submission - 78% improvement
• When processing Payroll Payments Checks the full payment details can be generated when printing.
  • USPSR-5384 - 6.97.0 Release:  Will allow full payment details to be printed from the Reissue option as well.
• When reissuing direct deposits, the direct deposit type can now be changed.
• AOS Employee Report now includes Non Contract Compensations.
• AOS Payment History Report now uses current employee names and numbers.

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