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Summary

This release contains bug fixes, exciting new features and various report and performance improvements as detailed in the release notes below.

Important Highlights

Please keep in mind these release notes only reflect the changes included in this release.  There are many other features of the software that were previously released that will not be reflected in these release notes.  General information about all of the features available in USAS-R can be found in our USAS-R Documentation.  There is a section in the documentation that also details the significant changes between USAS-R and classic USAS. 

1. Users can now modify the void date on Disbursements.  The posting period for the existing date and the new date must be open in order to change the void date.  It's important to note that in the case of changing the void date to a date in a different posting period, this may change amounts and effectively invalidate some reports that the users will need to regenerate.
2. The transfer and advance grid has been updated to remove advance repays.  The grid will now show only the transfers and original advances.  The advance repayments are now accessible via the original advance view.  In order to repay an advance the user will now need to view the advance and add a repayment via the grid.  In an upcoming release we will provide users a way to link the Classic repayments to their advances.  We were not able to determine which advances were actually repayments posted in Classic at import time.
   1. Please note:  the $ repay button is no longer in the grid.  You can add the Repayable field to the grid and filter it to true to see which Advances are still able to be repaid.
3. Template reports have been improved to
   1. prevent the loss of the report definition and tags when modify the report definition
   2. correct a problem with the control header that previously allowed the word "null" to appear instead of the proper label
   3. add a user parameter to allow the user to choose if they want to include accounts when all amount fields are zero.  This was added to the four account summary reports .and functions as follows:
      1. Exclude Accounts with Zero Amounts (true/false)  Leave blank to include all accounts
         1. True: will generate a report that will exclude accounts with all amounts equal zero
         2. False: will generate a report that will exclude accounts with amounts
         3. Blank: will generate a report that will include all accounts regardless of amounts
4. The Proration Utility has been updated so that the accounts are sorted in the expected order.
5. Custom fields have been added to Transfers and Advances, specifically the created user and created date.

Reported Performance Problems

We are working to improve performance in the following areas as reported through feedback.

1. Districts with a large number of accounts experiencing slowness 

   Jira Legacy
   server SSDT System JIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 925ea1db6d21ed14-0df83f48-3e913cc2-bcfbad28-6b1c8a04f6ca6548879d10d6 key USASR-3935

2. Improve the performance of the Appropriation Resolution report generation 

   Jira Legacy
   server SSDT System JIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 925ea1db6d21ed14-0df83f48-3e913cc2-bcfbad28-6b1c8a04f6ca6548879d10d6 key USASR-3889

3. The report button on the Activity Ledger grid does not produce the report generation popup as quickly as other grids 

   Jira Legacy
   server SSDT System JIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 925ea1db6d21ed14-0df83f48-3e913cc2-bcfbad28-6b1c8a04f6ca6548879d10d6 key USASR-3961

4. Improve the time it takes to generate the Revenues and Expenditures report 

   Jira Legacy
   server SSDT System JIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 925ea1db6d21ed14-0df83f48-3e913cc2-bcfbad28-6b1c8a04f6ca6548879d10d6 key USASR-4067

5. Budget Summary report generation performance needs to be improved 

   Jira Legacy
   server SSDT System JIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 925ea1db6d21ed14-0df83f48-3e913cc2-bcfbad28-6b1c8a04f6ca6548879d10d6 key USASR-4079

6. Financial Detail July 1 Cash Balance report generation performance needs to be improved 

   Jira Legacy
   server SSDT System JIRA columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 925ea1db6d21ed14-0df83f48-3e913cc2-bcfbad28-6b1c8a04f6ca6548879d10d6 key USASR-4080

Upcoming Features

1. Mass change definitions will be available in the documentation to update your invoice item received dates to equal either the invoice date or the vendor's invoice date.  

Issues included on this release