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Summary

We have made some additional improvements to USAS-R with the release of version 8.17.0.  This release contains bug fixes and exciting new features as detailed in the release notes below.

1. Implemented balance checking for invoices via rules.  The error rule is disabled by default and the warning rule is enabled by default, so users will need to modify the rules as desired.  The rules will either produce an error or a warning at the budget and cash levels when saving an invoice.  The Budget level will check the FYTD Unencumbered Balance - Future Encumbered (same fiscal year) - Pre Encumbered amount (if module enabled) and will attempt to reduce that result by the item's invoice amount.  The Cash level will check the Current Fund Balance - Current Payables and will attempt to reduce that result by the item's invoice amount.  If there are sufficient funds the invoices will post successfully.  If funds are not sufficient a separate warning or error will display for each level depending on the rule that is enabled.
2. The Proposed Amount fiscal year was modified from a data entry text box to a drop down.  The drop down will contain the current and next fiscal year to select from when creating proposed amounts.
3. Updated the installation of the Accounts Receivable Module to make sure the AR Billing Configuration is installed during this process.  Previously the configuration was not appearing unless the application was restarted after installing the Accounts Receivable Module.
4. Corrected the clone option for Federal Assistance Detail to remove the line number.  The line number will auto increment once the summary fiscal year is selected.
5. Corrected the Online Checkbook extract to properly handle both revenue and expenditure accounts.
6. Corrected the AR Billing to properly calculate the due date value based on the Billing date and any "days till due" specified on the ledger code.  The due date will no longer default to the current system date when the billing is created.  
7. Created the Service Layer for Payables.
8. Created the Service Layer for Cash Account.

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. 

Issues included on this release