USAS-R v7.16.0-5 Release Notes

Summary

This release contains bug fixes, exciting new features, various report improvements and patches as detailed in the full release notes below.

Important Highlights

1. Corrected the missing comma in the vendor name on the 1099 report and XML extract.
2. Improved positive pay to allow for full checkdate field and commas in vendor names.
3. Updated various reports
   1. Outstanding Disbursement report will now provide date defaults and will show only outstanding disbursements.
   2. Listing of Transactions by Account report has been modified to remove redundant encumbrances.
   3. The Spending Plan Summary report has been updated to indicate required user parameters.
   4. The SSDT 1099 Vendor report displays the taxable ytd amount for the vendor.
   5. The Financial Detail report will now be available in two options.  The first (existing version) will allow users to enter a date range to generate the report for and will NOT include beginning and ending balances.  The new version, Financial Detail Report for Current Period, will include beginning and ending balances but will only generate for the current period.
4. Implemented the Classic FNDREVEX report as 2 template reports.  Note: see known limitations below.
   1. SSDT Revenue and Expenditure report by Fund
   2. SSDT Revenue and Expenditure report by Cash Account
5. Allow user to link payee id from usps pending transaction to usas vendor.  If the pending transaction contains a payee id it can be linked to a usas vendor, if not a usas vendor can still be selected to apply to the transaction being posted as a result of accepting the pending transaction.
6. Updated the requisition import to not import requisitions that were converted to POs in Classic but then the PO was deleted.  These requisitions were imported into the Redesign as "open" and were impacting preencumbrance amounts.  In Classic these requisitions shown as "closed" and did not impact preencumbrance amounts.
7. Updated to allow all "open" requisitions in archived periods be modifiable and deletable, regardless of posting period.
8. Report tagging is now user based.  This means you can edit any report and add tags to it, even SSDT versions.

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

Known Limitations

1. Restricting uses to specific requisition prefixes is currently broken.  
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2. The Inventory Pending Extract does not currently contain all invoice items that it should.  We are working to correct the problem and have reached out to all ITCs that have districts on the Redesign to determine who may be using it.
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.
5. The SSDT Revenue and Expenditure reports that are based on the Classic FNDREVEX report have user parameters that appear to allow you to limit the report by fund or fund-scc depending on the version of the report you are running.  These user parameters do not work properly and should not be used.  Also, when choosing to collapse accounts, the descriptions you are used to seeing, such as "Salaries", are not the same.  These issues will be fixed on the 7.15.3 hotfix release shortly.   Unable to locate Jira server for this macro. It may be due to Application Link configuration.
   1. These reports also have  grand total that is incorrectly adding the revenues and expenditures.

Upcoming Features

1. Schedulable report process to replace Classic's MonthlyCD program
2. Continued performance improvements
3. Rewriting old print classes, allowing for extracting PDF versions of transactions for OnBase
4. Import legacy monthly cd and fiscal cd archives
5. Removing legacy code and menu options
   
   

Issues included on this release