2019-11-20 USAS Completed Work Review
- Former user (Deleted)
Releases Since Our Last Meeting (10-16-2019)
We modified a rule to be a warning instead of an error when a user attempts to post an invoice with an item that has an amount of zero dollars.
Note: In order to discourage the posting of $0 invoices to "close a PO". Please be aware of the intended ways to handle closing POs and canceling items in the Redesign:
To cancel an item that has not been invoiced, amend the PO and cancel the item from the PO
To close an item that has been paid/invoiced: Query all invoices for that PO and sort them in date order. Find the last invoice and change the status of the item to FULL instead of Partial.
Modified the grid's MORE button to refresh the grid when the user closes the popup, not each time a field is added or removed.  Note: when the popup closes the screen refreshes with the user's desired changes and anything entered into the filter value is lost.
Reverted previous change to remove user parameter from the Outstanding PO Detail report.
Corrected AP Invoice to populate the item amount with the remaining invoiceable if the user chooses the FULL status.
The problems related to preencumbrances, carryover encumbrances and expendable amounts with Account Change have been corrected. Â
Initial amounts on Cash and Appropriation accounts have been corrected. Previously if districts posted temporary and permanent budgets the initial amounts were reflecting both amounts, not just the permanent amount.
The ability to create a Report Bundle is now available in USAS under the Report menu option! Report bundles can be created to generate multiple reports at one time based on either an event in the application or a scheduled point in time via the cron expression generator.
The Revenues and Expenditures report has been updated to properly collapse cash accounts. Cash accounts with SCC's 0001-8999 will now collapse to the 0000 SCC like the Classic report did.
Updated the way the repay accounts display for Advance repays.Â
The Monthly CD Report Bundle is now available. See below for important details.
The functionality of the MORE button on the grids has been updated to only refresh when the popup is closed. This will prevent repeated refreshes of the grid from happening every time a field is added or removed. Please note: if you have entered anything in the filter row before opening the MORE button to customize your grid, the data in the filter row will be lost. We will be working to prevent this in a future release. If the MORE button is clicked but no changes are made the page will not refresh and the filter row will not be lost.
A User Listing report is now available. This report will list all currently active users.
An additional RAM extract has been added to USAS per LACA's request. Please do not use this new report to send your RAM extracts to LACA unless they have instructed you to do so.
Per the Auditor of State's office the time restriction to repay Advances has been removed. Previously an advance had to be repaid in the current or next fiscal year. A repayment beyond that time would have to be processed as a transfer. AOS has stated there are times when advances will take longer to repay and that is allowable. It is up to the district to know how the specific advance is to be repaid. This will no longer be determined by the software.
The SSDT template reports have been updated to replace the report descriptions that were previously lost. These descriptions are also available in the documentation.
The import log has been updated to include the PO# in the suspicious invoice warning message.
The following AP Invoice improvements have been made:
When processing invoices, all PO items are visible when creating a new invoice. If the items are not invoiceable they are displayed as read only.
The ability to continuously create new invoices has been implemented. The entry field will populate with the last PO number invoiced if it is still invoiceable. If not, the user can key in a PO number and click the create button to process the next invoice.
The invoice item table will now display the original, remaining invoiceable and payable amount columns for each item.
The table that displays the invoice items is no longer sortable. Previously you could sort the table which would reorder the items.
Corrected a performance problem introduced with the 7.27.0 release that impacted the retrieval of the initial estimate amount.  This problem impacted reports that include the initial estimate amount and potentially account grids if the field had been added.
Upcoming Scheduled Release
USAS-R 7.28.2 (project release date: 11/20/19)
Hotfix to correct account sync performance problem between USAS and USPS.
USAS-R 7.29.0 (projected release date: 11/22/19)
Various improvements related to Vendors
Updated the vendor adjustments UI to require the date and amount fields.
Updated the vendor adjustments UI to improve the layout of the windows and improve the display of information.
Corrected the TAP file extract to remove extra spaces that caused issues appending the Classic and Redesign files last year.
Allow users to update the payment due date on invoices if all items are canceled
Created an optional rule that is disabled by default to populate the invoice item received date with the vendor's invoice date.
Improved the default sort on the AP Invoice grid.
Created a patch to remove orphaned budget accounts.