USAS Releases

New Features

• Ability to post Refunds via CSV file from the Refund grid.

Improvements

• Implemented a lock field on accounts when an Account Change is in process. This will prevent any processing against the accounts included in the Account Change until the process is complete.

Bugs

• The AP Invoice import option was creating invoices for amended po items that were canceled. This was corrected on the v2024.24.1 Hot Fix.

• Improved anonymizer error handling when coming across PO items without charges.

• Corrected Account Change to handle updating distribution transactions in closed posting periods

• Corrected the AR Billing to require a payment location.

Patches/Internal

• Refactor code to use constructor injection

Inventory Releases

New Features

Improvements

• A new report has been created to help detect problems with item depreciation. The Acquisition/Original Cost Mismatch Report will list items that do not have acquisition totals equal to the original cost which will help with determining issues on the GAAP reports.

  • Specifically the report will list items that do not have acquisitions and items where the original cost does not equal the acquisition total for the fiscal year the report is run for. This report will help determine the "Acquisitions Prior to System Startup" amount on the Fixed Asset By Source Report.

  • The report can be filtered by type (fund, function, asset class) and item status.

• Location Worksheet has been improved to include the following enhancements:

  • A Physical Inventory Comments column has been added which will provide a line on each detail where hand written notes can be added to a printed worksheet

  • Two new optional fields are available on the report. If selected, these fields will be included on the report

    • Acquisition Date

    • Original Cost

  • Various formatting improvements were also made to improve the overall look and readability of the worksheet.

Bugs

Patches/Internal

• A patch to close old fiscal years and correct blank fiscal year values. A bug in the application, which was corrected with version 1.15.0 on 4/29/22, prevented the year field on the Fiscal Year from being populated. Districts that migrated prior to April 29, 2022 may have had a Fiscal Year that did not display the year value. In addition, districts that created fiscal years prior to the import year may have older fiscal years that were not closed. This patch will update all applicable districts to close any fiscal years that remained open that were prior to the migration date and populate the year value if it was blank.

USPS Releases

Improvements

• The layout of the W2 Form template was altered slightly to shift the information 0.0625 inches to the left.

  • This was a very minor change that adjusts the placement of the form border in relation to the perforation. The layout this year, prior to this update, was identical to prior years. There was no need to reprint any forms if they had already been successfully printed.

• The following payroll warnings were added to the Pay Error Report:

  • Warning - No payroll items are being withheld for Employee #: XXXXXXXXX.

  • Warning - No active Ohio or other state tax payroll item exists Employee #: XXXXXXXXX.

  • Warning - Active STRS payroll item exists with no employee rate and no active STRS Annuity or Employer STRS payroll item exists for Employee #: XXXXXXXXX.

  • Warning - Active SERS payroll item exists with no employee rate and no active SERS Annuity or Employer SERS payroll item exists for Employee #: XXXXXXXXX Position #: X.  Employer SERS payroll item exists for Employee #XXXXXXXXX: Position #: X

  • Warning - No active STRS payroll item exists for Employee #: Position X with Retirement Code STRS.

  • Warning - No active SERS payroll item exists for Employee #: Position X with Retirement Code SERS.

  • Warning - Error Adjustment with amount XXX.XX for pay item type with code XXX not withheld due to insufficient remaining gross for Employee #: XXXXXXXXX.

  • Added warning for missed payroll item error adjustments

• Added an another report to the W2 City Options called City W2 Submission File City Summary Report.

  

  

  

• An update to the payslip service for ESS purposes happened. The change now prevents an user from logging into ESS and seeing their pay slips prior to the pay date of the pay slip.

• Added the USPS_ADMIN_VIEW and USPS_ADMIN_REPORT permissions to the Group_Manager role. This will allow a user with a group_manager role to run the SSDT User Listing Report and SSDT User Listing AOS Extract reports.

• On the Pay Report, under the Report Summary section of the report included a Pay Group Totals section. In the section, there is a Total Future Gross. The Pay Report generated from a posted payroll and the Pay Report stored in the File Archive will now also include the Total Future Gross information.

New Features

• Added the ability to us Mass Load to load users.

Bugs

• The W2 Archive Individual Forms process had been updated on the 2024.24.0 Release to all the save and recall of the W2 Report parameters. When the parameters were applied, items that should have been ignored (pay groups, employees, and city tax entity ids) were being passed onto the W2 Archive service. This could have caused the archive process to filter results that should not have been. These parameters that could be used by the W2 Report are now be ignored when it comes to the archival process.

  • At that time, we advised those that had already run the W2 Archive Individual Forms process to verify that the expected number of forms were archived.

• The 2024.23.0 Release included an update to exclude any employee that had a zero total gross, applicable gross, and amount withheld from print on the employee’s W2. However, when generating the W2 City, RITA, or CCA submission files if an employee had zero tax withhold, taxable gross, and total gross on an applicable city, the employee was being added to the submission with all zero values. This has been corrected and the RS record in the submission file will no longer be created for this scenario.

• Corrected an issue with the appliedToBalance flag not being set correctly in certain scenarios.

  • Leave type was originally set to a dock, the dock was then changed to a sick day, then the district switched to deferred absence posting and applied to the employee’s balance again.

• Corrected an issue with the way dock day calculations were being handled and reported on the Pay Report for multiple positions employees.

Patches/Internal

• NAA

Employee Self Service Releases

New Features

• Added workflow task counters to the home view

• Retain District and Supervisor Calendar Filters

• Added ‘Registration Configuration’ to System>Configuration menu. Used to automatically set the external authentication for self registered users

• Add a new PDF report for the Approval Audit Trail on Leave Requests and Timesheet grids

• Retain grid preferences on User grid

• Added new email notifications for password expiration

• Add new notification (reminder) for password expiration when logging in and via email

• Report login errors back to the user on login screen

  • Bad Credentials

  • User account locked

  • User account disabled

  • User password expired

Improvements

• Add USPS Position building code to MORE options under Sub Coordinator grid

• Export Leave History - New option ‘Combine Exported Leave Details’ ability to generate a CSV file of specific extracted leave requests from the export leave history grid

• Include Originator’s leave balance on email notifications

• Allow Supervisors to enter leave for their staff via Leave Requests>Elevated Create Leave Request option

• Include substitute name properties on the leave calendar entry details

• Added ‘Reason’ to the leave request approval grid

• Timesheet and Leave Request Group Chains - when viewing ‘matched employees’, it will now exclude employee positions that are archived and positions where the job status is not selected (in ESS job status configuration)

• Grid Preferences add to the following grids

  • District Timesheet Grid

  • Supervisor Timesheet Grid

  • Leave Expense Grid

  • Group Chain Grids

  • Leave Request Grids

  • Sub Coordinator Grids

• For users who are able to cancel a leave request, you can enforce the user enter a note (for specific leave type) when canceling the request. Must set up via System>Configuration>Leave Type’s ‘Require Cancellation Reason’. The cancellation note will be included in the Leave Request Approval trail and on the downloadable approval trail audit report.

• Allow Sub Coordinator grid to filter on multiple approval status

• Under Sub Coordinator grid, improved it to allow Substitute Needed to be checked/unchecked. Also allowed elevated users the ability to edit substitute related fields via the District Leave Request View. 

Bugs

• Fixed a bug in the new workflow task counters

• Hot-fixed a bug preventing users from viewing leave requests (only affected districts not using building codes).

• Fixed a bug in the Leave Request Approval Summary when the user cannot be found

• Fixed a bug that allowed Sub Coordinator RO role to cancel leave requests in the Leave Request>View District Leave

• Hot-fixed preventing self register feature from spawning position sync batch jobs.

Patches/Internal

• Start backend work on new Audit Service

• Store user grid preferences

• Library changes

• Timesheet database change

Workflows Releases

New Features

Improvements

Bugs

Patches/Internal

ITC Management Releases

New Features

Improvements

Bugs

Patches/Internal