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Spring SSDT Direct Sessions 
Just a friendly reminder to register 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 tips and suggestions that will help streamline your daily processing in our software applications.
Unvoid a voided disbursement
As of release v2024.0.0 in January, USAS now has the ability to Unvoid a voided disbursement in certain circumstances. Any void dated prior to this release did not have the necessary information saved on the InvoiceItemId in order to be able to Unvoid a voided disbursement. The type of the voided disbursement a user may Unvoid may be for a payment on a purchase order, a refund or a payroll disbursement, but it must meet some conditions.
Besides the Voided disbursement being dated after the USAS release v2024.0.0, another requirement is that the voided disbursement must be dated in an open posting period. This is due to any Transaction needing an Open posting period in order to create or edit the transaction. 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. Thus, if the user needs to Unvoid a Void, the Void date must be in an open period and after the USAS release v2024.0.0.
The other limitations on Unvoiding a voided disbursement would be if the invoices were deleted following the Void process or if any of the items on the Voided disbursement were paid on another disbursement.
If the Invoices were deleted during or after the Void process, the user will also not be able to Unvoid the void due to the (deleted) invoice no longer being on the system to unvoid. The user will receive an error message like this when attempting to Unvoid a disbursement that has deleted invoices:
The user will also receive an error message if the Voided disbursement included items that were paid on another disbursement.
To determine if the any items on the Voided check were paid on another disbursement, you can view 
the Voided disbursement from the disbursement grid to determine if this field is checked or not. 
This property is also available to become 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 disbursements to see if the void qualifies.
If the voided disbursement is eligible to be Unvoided, 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 process.
When the user confirms to Unvoid and it is successful, the user will receive an informational message that the disbursement was Unvoided.
If the unvoid was not successful, the user will receive an error message like the errors noted above.
If the voided disbursement is not elible 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 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 when the check was voided. If the same check number needs to be used as the original check, the previous check may be resequenced to a different check number so that the number can be used on the reissued check.
Improved Split Functionality in Inventory
With the recent 2024.1.0 release, additional improvements were made to the Split Item option in Transactions>Items. To highlight some of the enhancements that have been made, let’s run through an example of splitting a item. Below is an example of splitting an existing tag into 3 separate tags.
After clicking ‘Split’, I can enter a starting tag number and select the number of new tags (up to 5 new tags). For my example, the battery packs will be split amongst 3 buildings (1 for the elementary building, 1 for the middle school and 3 for the JH/HS building). To ensure the validate the assigning of additional tag number, click on 'validate input
Useful links:
Last week, 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.
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 Compensation>Label exists, this becomes the default description.
If the Compensation>Label is blank, the Description becomes the default description.
If a different description is desired, the default description can be overwritten.
Creating Adjustments Just Got Easier
Now 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:
Payroll Payments Improvements
When navigating to Payments>Payroll, a couple of new enhancements were recently introduced.
The Start Date and Stop Date that applies to the specific pay group is now displayed on the payment details.
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:
A default check form and/or direct deposit form can be configured. Then, when a payment is printed that default form will automatically appear as the default form and the payment will print accordingly.
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:
