USAS-R Releases

Bug Fixes

• Appropriation Resolution Recap report has been corrected to remove the duplicate total lines. Previously, the user would see three rows per fund. The recap report has been cleaned up to include only one row per fund and formatting improved. This recap is always added to the end of the report when running the Appropriation Resolution, any options. The checkbox on the report parameters "Summarize Recap by Fund?" will be checked by default.  If unchecked, then Appropriation Recap Report section will be organized by Fund-SCC instead.
  
• A problem that prevent users from seeing the jobs they had created has been corrected. This bug was reported for a specific user that was unable to see their own jobs in the Job Scheduler.

Improvements

• Performance improvements were made to posting pending transactions to POs and posting invoices.  
  • Posting pending transactions to POs improved 70%
  • Posting AP Invoices improved 44-50%
• Errors related to posting payables were not always being displayed to the user.  This problem has been corrected.
• The EMIS extract has been modified to remove the INFOTECIRN line from the extract file per ODE.
  • Information updated in the EMIS Manual. Specifically page 21 of this section: Organization General Information (DN) Record
  • This info was pulled from the ITC IRN field on the Core > Organization page in USAS-R. The field is still there, but is now optional to populate as it isn't being used for any reporting.
• The following improvements have been made to the Job Scheduler
  • renamed the label "Event Trigger" with "Cron Expression"
  • when scheduling a new job via the Create button on the Job Scheduler grid, the submit button will be disabled unless both fields (Job Type & Cron Expression) are populated.  Previously users would receive an error if both fields were not populated.
  • the grid will now refresh when the job is created to display the newly created job
  • corrected the view/edit display to prevent field labels from overlapping the field value.  The Description field previously overlapped the value of the job's description.
• A new role has been created to grant users permission to modify a specific set of fields on the user record.  The USAS_USER_PROFILE role grants users permission to view the User grid via the System menu option and modify the following fields for any user listed in the grid.  The permissions granted by this new role have been included with the existing USAS_MANAGER role.  This new role or "limited" permission should not be granted to users with SYSMAN_USER or ADMIN roles.
  • name
  • title
  • email address
  • filters
  • selectable group chains
  • requisition prefixes
  • restrict requisitions
  • balance checking flags: allow negative appropriation, allow negative budget and warn on negative amounts
• The canned version of the Purchase Order Detail report has been updated to show the current period remaining encumbrance when run for Outstanding POs.
• The various 1099 format options have been updated to allow selecting specific vendors.  Previously you could only select vendors if you were generating the IRS format.
  
• The 2nd payee name has been added to Positive Pay.

  •  As part of this update, the Payee field was also renamed to Payee Name in order to be consistent with the way the field is named in USPS and also for consistency between the two Payee Name fields. An unfortunate side effect of these changes left the Payee field in existing Positive Pay extract definitions blank.  Districts will simply need to select the Payee Name field from the drop down to continue using the Payee field they were using previously.  This will be a one time change to the extract.

New Features

• None

Patches

• None

USPS-R Releases

Bug Fixes

• The Earnings Register Report was updated to handle refund of payroll items properly.  These will now be subtracted from the totals (as Classic did).
• The Employer Retirement Share Report and Submission was updated to sort the default pay account selection in position number order.
• The ACH Submission >Generate PDF Report will now properly list debit amounts.  If the Core>ACH Source is not set up to create a debit transaction, the 'Total Amount Debited' and 'Number of Debits' will be zero.  

• The Absence/Attendance Import option was updated to except using quotation marks around values containing commas. 
  • For example - District would like to add multiple dates to a description for a payment.  "04/01/22,04/02/22" 
• Updated the Employee task in Employee Onboarding so a middle name could be entered in both - middle name was mapped to both name and legal name
• Reversed the Absence/Attendance Import update provided on the 6.63.0 Release.  The update was causing issues with certain columns that were normally allowed to be left blank.  This will be released with a future release.  
• Updated the Rate to auto populate correctly when using the Overtime Pay Type in Payroll Payments - Future. This was broken with enhancements made on the 6.63.0 Release.
• Future Pay / Current Pay
  • Account Selection component will not include any expenditure accounts that are not available on the Position, even if a new account is loaded via Mass Load or Attendance Import. The selection component will be updated to always display the expenditure account if not found on the positions accounts. 
• Updates made to Payments>Payroll Payments - Future caused the pay account to not properly clear when the Save and New option was used in Future Pay Amount Detail view.  This was corrected.
• The STRS Reporting>STRS Advance - Advance Position Report was updated to exclude Compensations with Compensation Stop Dates prior to 'Ending Date for the Academic Year.'
• Payroll Payments - Future was updated to allow a Rate greater than 999.00.
• Payroll Payments - Future was updated to allow the Gross to correctly calculate (commas in the proper places) if greater than 999.00.

Improvements

• The Job Calendar Report was update assure the report always produces a single page report.
• Updated the Federal Payroll Item task in Employee Onboarding to remove 'Number of Exemptions' field
• The following updates were made to Payroll- Payroll Payment Future:
  • When selecting a Compensation, the drop down will list the Pos # (on Position record), Position Description (from the Position Record and up to 30 characters), Type (from the Compensation record), Label ( from the Compensation record and up to 30 characters).

• • • 1 = Position Pos # 
    • Coach = Position Description
    • L = Compensation Type
    • FY22 =  Compensation Label

• • The Pay Group the Position is attached to will now be displayed (read-only.)
  • The Rate from the Compensation will auto populate (if a rate exists).
  • Once a Pay Type, Unit, and Rate (which auto populates if If a value on the Compensation exists), the Gross will calculate. 
• Improve the query performance of the Account Search Window
• The XRef Code was added as a column and filterable property to the Account Search Window.
• Errors messages for Earn Codes 01 and 02 were added to the SERS Reporting>SERS Per Pay Report were added if no hours and/or days are found.  Errors do NOT prevent the submission file from being created.
  • Error  Earnings Code '01' must include both days and hours paid -  **Error should be fixed BEFORE running/submitting the SERS Per Pay Submission File**
  • Error  Earnings Code '02' must include both days and hours paid - **Error should be fixed BEFORE running/submitting the SERS Per Pay Submission File**
• The Leave Balance Report permissions were updated to allow a read only user to run this report.
  • USPS_STANDARD_LEAVES_VIEW
• Updated the defaulting of the Units and Rate values in Payroll Payments - Future Pay when posting a Pay Type of Pay off accrued wages.  The Units will default to 1 and the Rate will equal the Pay Off Accrued will default to value in the Compensation>Accrued Wages field.

New Features

• Expenditure Account Selection
  • New system configuration Payroll Account Default Setup Configuration
    • This will allow the district to default the Leave Projection and Employer Distribution flags on payroll accounts
  • Future / Current will expenditure account selection will now default to the employees payroll accounts
  • A new search option was added to find new accounts if the account is not setup in the employees payroll accounts
  • When the account is added in future / current payroll, the account will also be added to the employees payroll accounts
• The Print Screen option was added when viewing a Compensation record.

Patches

• None

Inventory Releases

Bug Fixes

• None

Improvements

• None

New Features

• None

Patches

• None