Releases Since Our Last Meeting (10-22-2024)

2024.10.0 Oct 28, 2024

• Improvements to the Brief Asset Listing

  • corrected to include original cost values greater than or equal to the amount specified. Previously only included those values that were equal to the amount specified.

  • updated the report to subtotal by location code when location code is selected as sort.

• Amount fields were updated to ignore special characters. Previously the user would receive an error if they entered a $ or comma as part of the amount being entered.

• Code base cleanup. Refactored code to remove redundant/duplicate code.

2024.10.1 Oct 31, 2024

• The beginning balance field has been added to the item grid and the item grid export.

2024.11.0 Nov 11, 2024

• Added the following dates to the Pending Items grid: purchase order date, invoice date and received date. These dates can be added to the grid via the MORE button and are sortable and filterable.

• FYE Bundle improvements

  • All reports generated in the bundle will now include the report options page.

  • The Fiscal Year Ending Balances Report has been improved to

    • sort the fund, function and asset class values in sequential order

    • generate with the correct report filename. Previously it was called Closing Balance Report, it is now named “Fiscal Year Ending Balance Report”

• Corrected the acquisition amounts on GAAP reports where the item’s acquisition date is before the acquisition's date. The Detail Schedule of Change in Fixed Assets and report was not including items where the acquisition date on the item record is prior to the acquisition date.

2024.11.1 Nov 15, 2024

• Attempting to select from the pending items drop down was resulting in an internal error when attempting to create a new item. Prior changes to correct grid loading problems didn’t properly handle the pending item drop down. The recent addition of the po/invoice/received date fields exposed the problem. This has been corrected.

Upcoming Releases

2024.12.0 Release

• Corrected merged fields on CSV versions of the Book Value and Brief Asset Listing reports.

• Update invalid fiscal years as closed and correct blank fiscal years. Patches have been created to correct the following data:

  • Invalid fiscal years pertains to fiscal years that were created prior to the migration date.

  • Blank fiscal years were related to a bug in the software and may have impacted districts that migrated prior to 1.15.0 4/29/22.

• Update the docker container time zone to accurately reflect EST.

2024.13.0 Release

• Created the SOC1 Audit Job to generate the following audit reports as is available in USxS. The Report menu now has an option called SOC1 Audit Bundle and the bundle can be generated from here. The reports will be created and sent to the email in Core Configuration

  • SSDT User Listing AOS Extract

  • SSDT Authentication and Password Requirement Configuration Report

  • SSDT Default Break in Detection and Evasion Rule Report

• Location Worksheet enhancements include

  • Physical Inventory Comments with lines

  • Optionally added the Acquisition Date and Original Cost fields. Users can choose to include either or both of the fields on the report

  • Various formatting changes to center data in columns and improve readability of the report