USAS-R Releases

Bug Fixes

• Corrected the newly created budgeting rules that will prevent processing budgeting transactions against inactive accounts.
  
  

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  • 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.
  
  

  Open

  

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    • The Output File Type "PDF Format" is obsolete and has been removed.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 were being included when processing HSA submissions causing the HSA total to be incorrect.

• When a refund of deduction occurred, Earnings Register was not including employer pickup adjustments.

• Payroll was initialized successfully; however, when trying to open the Payroll Error Report the report wouldn't open and a severe error occurred. An Employee Number has been changed.  Error has been corrected so the new Employee Number is listed on the report.

Improvements

• Updates to the RITA W2 Submission File so wages when POS 308 has an R value do not repeat.

• W2 Printing improvements:

  • Increased font sizes on the pdf to fill the spaces on the form.

  • W2 menu changed.  A job was created to process W2's in the background.

• Employee Onboarding was updated default Compensations 'Supplemental Tax Option' to 'None.'

• Limit was set in W2 Forms Output Files to be 2 files per user.  

• Improved filtering and scrolling when adding Payroll Items - select by Code, Name, or Drop-down Box. 

• Updated the W2 City Form option to include the Tax Entity Code at the end of the file name.

• YTD Report has been added to the File Archive>YYYY - Calendar Year Reports.

• On the SERS Per Pay Report , a new Adjustment Report option along with a note on the screen was added to help remind users they should check if an adjustment file needs to be generated.

• A new permission was added to prevent users with only STANDARD_READONLY_USER privileges from accessing W2 Archive Individual and W2 Mailable Forms.  The user will need granted, USPS_STANDARD_FEDERAL_CREATE privilege, to see and/or run all W2 Report Options.

• Updated the Federal tax tables for CY 2023.

• Updated the Social Security wage base limit to $160,200.00.

• Now the Compensation print screen includes the Job Calendar Type. 

• Add some preliminary work to look into supporting W2C processing.

New Features

• W2 Printing Changes:

  • A job was created to process a W2 file and send them to the W2 Archive. This file can then be used by third party applications - like Kiosk and SCView.

  • The new 'W2 Output Files' interface added to download forms, archive forms, and delete a file.

• Added the ability to generate salary notices in New Contract and from Contract Compensations.

  • USPSRFB-1530 - Add Unit Amount.

  • USPSR-6436 - Add Salary Schedule, Salary Step, and Years of Experience.

  • USPSR-6446 - Add lines for signatures.

Patches

Inventory Releases

Bug Fixes

• Transactions>Items: Various corrections to the Item user interface (UI)

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  • If a category code is changed on an  item, the item’s asset class would automatically update with the (asset class) value stored in Core>Categories. Fixed it to prevent that from happening.  

  • The item status is now modifiable like it was in Classic (with the exception of disposed of). 

  • Filtering the category code on the grid has been corrected. Previously filtering the category code drop down would result in an internal error.

• Transactions>Pending Items 

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  • Pending Items pulled from USAS were being rejected if the description exceeded the allowable value (255 characters) or the received date was blank.  Fixed it so the received date is no longer required and the description limit was increased to 3000 characters.

• GAAP Reports: 

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  • fixed many issues.. Some were preventing prior year ending balances from balancing to current year beginning balances 

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    • The Schedule of Change in Fixed Asset corrected a problem with incorrect acquisition amounts for items that have been transferred.  The 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.

    • The Summary Schedule of Change in Depreciation was fixed.  It was not looking at the fund type when getting future disposed of items, which resulted in all items being included for each fund type.  The report was also fixed to remove any FTD depreciation amounts from the Continuing Items field for items that have an error adjustment disposition.

    • Schedule of Change in Depreciation reports were  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.  They are now showing on the report.

    • Corrected a problem that prevented transfer amounts from appearing on the Schedule of Change in Depreciation report.  This problem was specific to active, capitalized items that were not fully depreciated. It should now  properly display in the transfer in/out columns for the codes the transfer was created for.

• Miscellaneous:

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  • The depreciation for future disposed of items was not being calculated when a fiscal year prior to the disposal is closed.  These items now have depreciation calculated for them.  

  • 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).

• System>Configuration>Jobs

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  • 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.

• Non-GAAP Reports:

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  • The Entity Id and Date Range parameters (when populated) will now be properly applied when generating the Asset Listing by Grant report.

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