Prioritization Items to Discuss

1. Status update of performance issues
   1. Released
      1. Financial Detail report - 8.22.1 hotfix; 99.98% improvement
      2. Loading of template report definitions - 8.23.0; 94-99% improvement
      3. Account Change -
      (
      1. 8.23.1
      )
      1. ; 94.5% improvement 
      2. Budget Summary report -
      in progress
      1. 8.25.0; 68% improvement
      2. PO Detail report -
      in progress
      1. 8.25.0; 95% improvement
   2. Disbursement Detail report - (8.25.1); 91% improvement
   3. Payable posting - will get to as time permits
   4. Invoice processing
2. District posted FY 22 PO but invoiced and paid in FY 21; district wants a rule to prevent.  They did get the warning that they were creating a then and now but ignored.
3. When resequencing checks AND choosing to “Void old check”, should the new check date = selected void date?  Or should the new check date be the current date?  Use cases for both?
4. Federal Assistance Detail amounts for 500 funds should not include transfers/advances.
   1. Jira LegacyserverSSDT JIRA - will get to as time permits
5. Certification reports fiscal year selection
   1. Amended Certs are always run for the current period
   2. Certificate report run right after fy closed
   3. Summary of discussion:  There was a lot of conversation about these reports and the fiscal year selection.  Ultimately the committee decided to allow us to remove the fiscal year drop down from the Certificate reports.  SSDT will create a Revenue Summary style template report, summarized by fund, that will include the NYP amounts so that districts can easily see what their estimated revenue will be for the next fiscal year.  

      Jira Legacy
      server System JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 925ea1db6d21ed14-0df83f48-3e913cc2-bcfbad28-6b1c8a04f6ca6548879d10d6 key USASRFBUSASR-754

   Items from the floor?
   1. Scott Walthour on behalf of Jim Hudson - oasbo collaborate, negative posting about Redesign report writing.   What is the SSSC or PC role in responding to misinformation?
   2. Chris Fox: request the ability to update vendor bank information from USPS
   3. Sara Glore: Add 2nd Payee Name as option for Positive Pay, anyone else having problems with this?

      4719

6. Appropriation Summary summary report column widths
   1. work arounds: non pdf report format, modify the report to remove the % expended/encumbered column
      1. work arounds are sufficient
7. Requisition attachments feedback - keep on radar for 2022 Roadmap

   1. Jira Legacy
      server

      SSDT

      System JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId

      925ea1db

      6d21ed14-

      0df8

      3f48-

      3e91

      3cc2-

      bcfb

      ad28-

      6b1c8a04f6ca

      6548879d10d6 key USASRFB-

      753  this is a problem for a large NWOCA district.Sara Glore: status update on po refresh?  

      745

   2. Jira Legacy
      server

      SSDT

      System JIRA columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId

      925ea1db

      6d21ed14-

      0df8

      3f48-

      3e91

      3cc2-

      bcfb

      ad28-

      6b1c8a04f6ca

      6548879d10d6 key

      USASR

      USASRFB-

      4516Several ITCs having to do this regularly, SSDT to escalate Jira issue

      771

8. Items from the floor?  None