USAS-R Releases

Bug Fixes

• Corrected the newly created budgeting rules that will prevent processing budgeting transactions against inactive accounts.
  
  
  • Previously was causing an error when attempting to make an account inactive.
• Corrected a problem that prevented processing an account change if any account on the associated transaction had a negative balance.  The account change process was updated to only perform balance checking on the account being changed.
• Corrected the default date displayed when processing budgeting adjustments.  If an initial amount does not exist for the account, the initial type will be displayed and the date will default to 7/1 of the current fiscal year.  However, the date is now modifiable to allow districts to specify a date later in the year if needed.  If an initial amount exists for the account, the adjustment type will be displayed and the date will default to the current system date.
  

Improvements

• 1099 changes
  • File Archive:
    • Updated the filenames for the Reference and Printer/Sealer copies so they are clearly distinguishable in the file archive.
      • Reference copies are named to include _REF: 
        • ORGANIZATION_1099_MISC_REF
        • ORGANIZATION_1099_NEC_REF
        • ORGANIZATION_1099_BOTH_REF
      • Sealer copies are named to include _SEALER:  
        • ORGANIZATION_1099_MISC_SEALER
        • ORGANIZATION_1099_NEC_SEALER
    • Updated the filenames for the various Reference copies (Copy 1, 2, A, B and C) so they are clearly identifiable in the file archive.
      • Reference copy files are now named to include the type of copy (Copy B used in examples below): 
        • ORGANIZATION_1099_MISC_REF_B
        • ORGANIZATION_1099_NEC_REF_B
        • ORGANIZATION_1099_BOTH_REF_B
  • 1099 Extract Options:
    • The Output File Type "PDF Format" is obsolete and has been removed.
  • Formatting:
    • 1099 MISC changes to the Printer/Sealer copies only (other copies previously updated)
      
      • Updated to implement the box numbering changes for 2022 reporting.  The FATCA filing requirement box is now numbered (13) and subsequent boxes have been renumbered.
      • The Account number box has been moved down one place on the form.
      • The Name 2 field has been added to the recipient address.
      • The Calendar Year field was updated to accurately reflect IRS changes for 2022 reporting year.
    • 1099 NEC formatting changes
      • Calendar Year field was updated to accurately reflect IRS changes for 2022 reporting year.  This change reformats the numbered boxes below it on the form.
      • The Account number box has been moved up above the name and address.
      • The empty box between boxes 2 and 4 is now numbered 3 and is greyed out.
      • The truncate option was incorrectly truncating the first 2 digits of the PAYER'S TIN.  Per the IRS the Filer's TIN may not be truncated on any form.
• Additional performance improvements were made to AP Invoice processing.  These updates were specific to optional rules that were causing repeated queries to run, which caused the performance problem. 

USPS-R Releases

Bug Fixes

• ACH Destination 'Description' was being limited to 60 characters.  This caused an error when posting the payroll.  This limit has been removed. 
• When using the Attendance>Post to Current option, there were times duplicate position pays were being created.
• User Adjustment Payables with no payment are included when processing HSA submissions
• Earnings Register Refund Payments not including employer pickup adjustments
• Payroll Error Report - prevent null pointer exception when an employee number is changed during payroll.

Improvements

• RITA W2 Submission - Do not repeat wages when POS 308 has an R value
• W2 Printing
  • Increase font sizes on the pdf
  • Create job to process W2's in the background
• Employee Onboarding - default compensation supplemental tax option to None
• Change limit on W2 Form Results to 2 results with the same file name
• Payroll Item Configuration Selection - Improve filtering and allow infinite scrolling
• W2 City Form Printing - Add Tax Entity Code to the end of the file name
• YTD Report - Add to File Archive for Calendar Year Reports
• SERS Per Pay Report View - add new Adjustment Report button and include note on the screen to help remind users they should check if an adjustment file needs to be generated
• Add new permission to prevent read only users from accessing W2 Forms Generate views
• Federal tax tables for CY 2023
• Social Security wage base limit set to $160,200
• nclude Job Calendar Type on the Compensation print screen report
• Add database tables for W2C processing

New Features

• W2 Printing
  • Create job to process individual W2's and send them to the W2 Archive. These are used by third party applications.
  • Add new temporary user interface to display W2 Forms
    • Allow users to download the forms, archive the forms, or delete
• Add the ability for users to generate salary notices in New Contract and Contract Compensations grid.

Patches

Inventory Releases

Bug Fixes

• The depreciation for future disposed of items was not being calculated when a fiscal year prior to the year the item was disposed of was closed, these items will now have depreciation calculated for them.  The depreciation service has been updated to remove future depreciation transactions when setting the LTD Depreciation (closing the fiscal year).  
• The Summary Schedule of Change in Depreciation report will now separately report future disposed of items by fund type.  The report has also been modified to remove any FTD depreciation amounts from the Continuing Items field for items that have an error adjustment disposition.
• The disposition migration importer has been updated to remove possible exceptions when trying to create a disposition for an item that doesn't exist.  Errors will still be logged if this occurs.
• Disposition Importer has been corrected to properly handle a CSV file that excludes the error_adjustment and authorized_by fields (neither are required).
  • The error_adjustment field will default to FALSE if left blank when importing dispositions.  Previously the field imported as NULL and that value would prevent the Schedule of Change in Fixed Assets reports (summary and detail) from properly generating.  The report has also been updated to ignore a blank or NULL value.
• The UI has been updated to properly display the current job status when the Inventory Report bundle completes.  Previously if the job encountered an error the job status would not be updated and the user would not know an error had been generated.
• The Entity Id and Date Range parameters (when populated) will now be properly applied when generating the Asset Listing by Grant report.
• Various corrections to the Item user interface (UI)
  • Corrected the Item view to prevent changing the asset class value unless the category code value has been changed.  Previously when the category code was selected the asset class value would change.
  • The item status is now modifiable like it was in Classic.  The item status field can be modified, but cannot be changed to a status of "Disposed of" as that status value is set when a disposition transaction is posted.
  • Filtering the category code has been corrected. Previously filtering the category code drop down would result in an error.
• Pending Items pulled from USAS were being rejected if the description exceeded the allowable value (255 characters) or the received date was blank.  The received date is no longer required and the description limit was increased to 3000 characters.
• Corrected a problem with incorrect acquisition amounts for items that have been transferred on the Schedule of Change in Fixed Asset report.  This problem was specific to items that have both current and non-current fiscal year acquisitions. The acquisition should appear under the old value of the transfer and only for the amount of the acquisition. The new value acquisition amount should be zero.
• Corrected a problem with the Schedule of Change in Depreciation reports that was incorrectly showing Transfer In/Transfer Out amounts for items that have reversing transfers.  For example, if an item was transferred from 0400 to 0800, and then later transferred back from 0800 to 0400, the transfers would cancel themselves out and the item would not show on the Schedule of Change in Depreciation reports.
• Corrected a problem that prevented transfer amounts from appearing on the Schedule of Change in Depreciation report.  This problem is specific to active, capitalized items, that are not fully depreciated.  If a transfer is created for an item that fits those criteria, the LTD Depreciation amount should now properly display in the transfer in/out columns for the codes the transfer was created for.

Improvements

• Subtotaling has been implemented for selected sort options when generating the following reports:
  • Brief Asset Listing
  • Asset Listing by Source

New Features

• None

Patches

• None

ITC Management Releases

Bug Fixes

• None

Improvements

• Include SSDT Logo on login, home view and menu.
• Display File name on W2, 1099, and ODJFS District Entries detail view and grid.

New Features

• Add Auditable Events
  • Store the auditable events in the database.
  • Add a grid to filter and extract auditable events.
  • Add a new Monitor menu item. 
• Add User Settings
  • Users can change their name, role, and email address.
  • Users can now toggle between dark and light modes.
  • Add a change password option to User Settings menu.
• Add Password Rules
  • Change password dialog will guide users through the rules.
  • Password Rules include
    • Must contain 1 number between 0-9
    • Must contain 1 lower case letter
    • Must contain 1 upper case letter
    • Must contain 1 special character !@#$%^&*
    • Min length of 8
    • NOTE - Passwords that have already been created will not be forced to conform to these rules. If you use the admin reset password option, the new password must follow the password rules. If your password doesn't follow these rules it is recommend you change them. The admin password can be reset through the properties files. Local user passwords can be changed from the Users view.

Patches

• None