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Spring SSDT Direct Sessions 
Just a friendly reminder to register sign up for one of the SSDT Direct sessions taking place next month at three different ITC locations. Sessions are open to all districts. You may choose to attend the morning (USAS) session and/or the afternoon (USPS) session. Topics to be covered in each session as well as how to register is provided here. SSDT is grateful for the opportunity to connect with district staff in an effort to provide helpful software tips and suggestions that will help streamline your daily processing in our software applications.
Unvoid a voided disbursement
As of release v2024the (January 19th) 2024.0.0 in Januaryrelease, USAS now has the ability to Unvoid unvoid a voided disbursement in under certain circumstances. Any void In order for a voided disbursement to be eligible for the unvoid process:
the voided disbursement date must be after the 2024.0.0 release. Any voided disbursement dated prior to this release
does not have the necessary information saved on the InvoiceItemId
and therefore cannot be unvoided.
the type of the voided disbursement
may
be for a payment on a purchase order, a refund or a payroll disbursement
.
the voided disbursement must be dated in an open posting period.
This requirement keeps the figures on the accounts and the data on the reports accurate because once a transaction is created or edited in an
open period, upon closure of the posting period, the accounts and reports are updated.
Other limitations on unvoiding a voided disbursement would be if the invoices were deleted following the Void void process or if any of the items on the Voided voided disbursement were paid on another disbursement.
If the
invoices were deleted during or after the
void process, the user will
not be able to
unvoid the
voided disbursement due to the (deleted) invoice no longer being on the system
. The user will receive
the following error message
when attempting to
unvoid a voided disbursement that has deleted invoices:
The user will also receive
the following error message if the
voided disbursement included items that were paid on another disbursement.
Tip: To determine if the any items on the Voided check voided disbursement were paid on another disbursement, you can view 
the Voided voided disbursement from the disbursement grid to determine if this field 
is checked or not. This property is also available to become field can also be added as a column on the disbursement grid by selecting the property under the 
button. By having this as a column on your disbursement grid, you can filter the grid for ‘Any Items Paid On Another Disbursement’ on Voided (via the ‘More’ button) which allows you to easily filter on voided disbursements to see if the void qualifies to be unvoided.
How to Unvoid a Voided Disbursement
If the voided disbursement is eligible to be Unvoidedunvoided, the user would select the disbursement from the disbursement grid and click the 
button. A confirmation box will pop up for the user to Confirm or Cancel the Unvoid unvoid process.
When the user confirms to Unvoid unvoid and it is successful, the user will receive receives an informational message that the disbursement was Unvoidedunvoided. The check is now back at an outstanding status.
If the unvoid was not successful, the user will receive an error message like the errors noted above.
What if my voided disbursement is not eligible for the unvoid process?
If the voided disbursement is not elible eligible for the Unvoid process due to the void date being prior to the 2024.0.0 release, the void date being in a closed posting period, the invoices were deleted or if the items on the voided disbursement were paid on another check, there is still a work around to get this expenditure back in the system.The work around unvoid process, an alternative would be to create a new check from the purchase order or the invoice depending on if the user chose the ‘Void Invoice Items’ option whether or not the 'Void Invoice Items' option was chosen when the check was voided. If the same check number needs to be used as the original check, the previous check may can be resequenced to a different check number so that the original number can be used on the reissued check.
Improved Split Functionality in Inventory
With the recent 2024.1.0 inventory release, additional improvements were made to the Split Item feature in Transactions>Items. To highlight some of the enhancements that were made, let’s run through an example of splitting an item. In my example below, even though there are 5 battery packs, I want to assign I need to split out benches to each building, assigning three tags - one set for each building - 1 for the elementary, 1 one set for the middle school and 3 three sets (under one tag) for the JH/HS building.
After clicking ‘Split’, I can leave the original tag number as my starting number (as long as the sequential tag numbers aren’t currently being used) and select the number of new tags (allows up to 5 since that is my current ‘number of items’). The original cost displayed on the split item window provides a helpful reminder of the item’s original amount pre-split. To validate the tag numbers that will be assigned, ‘click click 'validate input’. If no errors are generated, click on ‘edit items’ to allow me to edit the split information before I perform performing the split.
At this point, I have the ability to change or add information to each planned split. By changing the ‘# of New Tags’, it automatically calculates the new original cost. I can add serial and model numbers as well as assign an existing organizational code and/or location code for each tag. The ‘Total Items’ and ‘Total Cost’ display near the bottom of the screen should match the original items item's total number of items and original cost. Click ‘Validate Input’ to ensure any updates made are valid. If no errors are generated, the ‘Validate Input’ button is replaced with a ‘Split Item’ button.
However, before performing the actual split, you can run we recommend running a ‘projection’ report to verify the split information is correct. Ensure ‘projection’ is checked and click on Split Item. Review the projection report.
If the projection report looks correct, refer back to the split item window is (still open). Uncheck ‘projection’ and click ‘Split Item’ again to perform the actual split. The data on the split report should be identical to the projection report.
You Afterwards, you can also review the newly split items created by filtering the items them on the Items grid
Useful links:
Last weekRecently, the SSDT conducted a session with ITC staff on 1099 correction options available in the USAS software. Whether you submitted your district’s original 1099s yourself or your ITC submitted them on your behalf, if you find yourself needing to issue a corrected 1099-MISC or 1099-NEC, please review the recording for an explanation on the process involved.
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Future Pay Amount Description Defaulting Improvements When creating a Payroll>Payroll Payments - Future record, the Description will now default based on the following:
 If a different description is desired, the default description can be overwritten. |
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Creating Adjustments Just Got Easier Now In a recent update, when creating USPS Core>Adjustments and a payroll item is selected, the only Type options (listed in the dropdown) will be those that are valid for the selected payroll item type. These options are now also listed in alphabetical order. For example, the payroll item selected is an annuity. The only Type options listed are:  |
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Payroll Payments Improvements When navigating to Payments>Payroll, a couple of new enhancements were recently introduced.
Single click on any payment line to view the details of the payment. Below the leave information is a new line that displays the Start Date and Stop Date. Example: This Position is assigned to Pay Group T. When the payroll was processed, this Pay Group’s Start Date was 02/01/2024 and the Stop Date was 02/15/2024. Dates from the details of the payroll: (please click on image below for enhanced view)
Dates displayed on the details of the payment:
Go to System>Configuration>Payment Printing Configuration. In the Default Check Form and/or Default Direct Deposit Form, choose the appropriate form from the dropdown. Click Save. Payment Printing Configuration Option:  Print Payments Checks and Direct Deposit:  |
