USAS-R v7.8.0-4 Release Notes

Summary

This is the ninth production release of the USAS Redesign software; the first release for version 7.8.0.  This release contains various bug fixes, new features and report improvements.

Important Highlights

1. Various improvements were made with the Budget Scenarios.  
   1. the sheets now display PA-YYYY instead of NYP-YYYY.  The PA stands for proposed amounts.  There is no distinction on the spreadsheet between next year proposed or current year amounts.  The determining factor will be the fiscal year.  If you are in fiscal year 2019 and your proposed amount column heading is PA-2020 you are processing next year proposed amounts.  Likewise if you're in fiscal year 2020 and your column heading is PA-2020 you are budgeting current year amounts.
   2. the sheets now have a default sort applied to them so that the accounts are listed in order by account code.
   3. the budget sheets will contain a standard set of amount fields to assist the end user with budgeting.  Remove the amounts you don't care to be included before creating the sheet.
   4. Classic's APPROP/PABMNT option has been implemented.  When processing proposed amounts you now have the option to post adjustments to your budgeted amounts.
2. Cash Reconciliation:  when you save the cash rec you will now see a warning displayed if the fund balance does not match the total balances of the amounts entered.
3. Template reports based on the Activity Ledger were not properly applying account filters.  
4. Classic's APP/BUD/REVWRK reports have been created as template reports and are now available via the Report Manager.  The reports provide 3 years of prior year expended/received amounts.  See limitations below.

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 Documentation.  There is a section in the documentation that also details the significant changes between USAS-R and classic USAS. 

Known Limitations

1. The GAAP export is available, but is not excluding accounts with all zero amounts like Classic's export did.  
2. Error rendering macro 'jira' : Unable to locate Jira server for this macro. It may be due to Application Link configuration.
3. Auto assign preferences for requisitions.  
   Unable to locate Jira server for this macro. It may be due to Application Link configuration.
4. The Expense/Receipt worksheets, while they provide 3 years of history, those amounts are not currently being subtotaled by control breaks.  We've created Jira issue  Unable to locate Jira server for this macro. It may be due to Application Link configuration.  to allow those amounts to be subtotaled.  This issue will also allow the data to display in separate columns if included on the budgeting spreadsheets via the Budget Scenarios.
   
   

Upcoming Features

1. Improvements to Budget Scenarios
2. Performance improvements to the PO UI
3. Ability to clone accounts
4. Recreating Classic's APPWRK, BUDWRK and REVWRK reports
5. Implementing Classic's PABMNT option of APPROP
6. Schedulable report process to replace MonthlyCD
   
   

Issues included on this release