2024 USAS Roadmap Explained

Owned by Marc Davis
Last updated: Nov 13, 2024 by Jodi Becher
6 min read

Ability to Unvoid Disbursements v2024.0.0

USASR-5099: Add ability to unvoid DisbursementsResolved

Add the ability to unvoid a void Disbursement.  This applies to all types of disbursements, including warrant, refund and payroll. If invoices associated with a void disbursement have been deleted, the disbursement will not be eligible to be unvoid.

Projected release date Jan 19, 2024

Released Jan 19, 2024

Remove Federal Assistance from Period H EMIS reporting per ODE v2024.0.0

USASR-5218: Remove Federal Assistance from Period H EMIS reporting per ODEResolved

Update the EMIS Extract to remove the Federal Assistance data per ODE. This change will also remove the Federal Assistance Detail and Summary views from the application. All previously entered data will remain in the database and can be retrieved via the SSDT Federal Assistance Detail and SSDT Federal Assistance Summary template reports.

Projected release date Jan 19, 2024

Released Jan 19, 2024

Ability to modify Requisitions in a closed posting period v2024.0.0

USASR-5289: Modify requisitions in a closed month Resolved

Allow modifying Requisition fields that do not impact amounts or accounts without reopening the posting period associated with the requisition date. This includes header and workflow related fields as well as attachments.

Projected release date Jan 19, 2024

Released Jan 19, 2024

Fix report link to work with MFA v2024.1.0 v2024.2.0

USASR-5236: Report link doesn't work with MFAResolved

Recent security changes have seen the implementation of MFA. This new security feature does not work properly with the Report link which requires users to log in to refresh the data. Update to add a Personal Access Token to allow the report link to work with MFA enabled.

Projected release date Feb 2, 2024

Released Feb 16, 2024

Ability to “share” Report Bundles v2024.2.0

USASR-5292: User wants to share report bundlesResolved

Implement the option to clone an existing report bundle so they can be shared with other users in the district.

Projected release date Feb 16, 2024

Released Feb 16, 2024

Create Requisition Approval Audit Trail Report v2024.2.0

USASR-5243: Create Req Approval Audit Trail ReportResolved

Create a requisition audit trail report that will show information on all requisitions currently in the work flow process.

Projected release date Feb 16, 2024

Released Feb 16, 2024

Ability to filter grids by account code dimensions v2024.2.0

USASR-5288: Filter by all account code dimensions on AL gridResolved

USASR-5031: Add back missing fields (items/charges) from PO advance queryNew

Allow users the ability to filter grids by account code dimensions. This exists in ALL grids now except PO due to recent change. Discuss with PWG to determine which issue to work.

Projected release date Feb 16, 2024

Released Mar 1, 2024

Improve performance of Budget Summary Report (canned) v2024.3.0

USASR-4937: Improve performance of the Budget Summary reportResolved

Improve the performance of the canned Budget Summary report.

Projected release date Mar 1, 2024

Released Mar 1, 2024

Implement Encumbrance Adjustments on the account to correct migration balancing issues v2024.3.0

USASR-5176: Implement encumbrance adjustments to correct accountsResolved

Implement the ability to post encumbrance adjustments on the expenditure account in order to resolve balancing issues due to migration problems. The associated transactions are correct but the amount on the account is incorrect.

Projected release date Mar 1, 2024

Released May 10, 2024 v2024.8.0

Change PO vendor to multivendor without reopening posting period v2024.3.0

USASR-5284: Change PO vendor to multivendor (blank)Resolved

Implement the ability to change a PO to a multivendor PO without reopening the associated posting period. This would be done via the Repair option and would allow for essentially removing the vendor.

Projected release date Mar 1, 2024

Released Mar 15, 2024

Ability to Archive Accounts v2024.3.0

USASR-5096: Ability to archive accountsIn Progress

Add the ability to archive accounts, both individually and via Mass Load.

Projected release date: TBD

Archive Account Report v2024.3.0

USASR-5262: Create report of archivable accountsIn Review

Created a report to display accounts that are eligible to be archived. Requirements: an account must be inactive and all amounts fields must be zero. When run in CSV format, the output file can be used via the Mass Load option to mass archive accounts.

Projected release date: TBD

Improve performance of Financial Detail Report (canned) v2024.4.0

USASR-5269: Large districts report performance problems with Financial Detail reportResolved

Improve the performance of the canned Financial Detail report.

Projected release date Mar 15, 2024

Released Mar 29, 2024

Upgrade USAS project to Java 17 v2024.4.0 (estimated)

USASR-5154: Update to Java 17In Review

Upgrade the USAS project to Java 17.

Projected release date: postponed

Implement Spring Batch v2024.7.0

https://mcoecn.atlassian.net/browse/USASR-5298

https://mcoecn.atlassian.net/browse/USASR-5325

https://mcoecn.atlassian.net/browse/USASR-5326

Implement Spring Batch. This work is part of the work to refactor account change/implement fund change and will help to improve performance. This will be done in several issues which will be worked in Q1 and Q2. The final projected release will be noted.

Projected release date Apr 26, 2024

Conversion from other software products v2024.7.0

https://mcoecn.atlassian.net/browse/USASR-5227

Implement the ability to post carryover adjustments for conversions to state software at CYE.

Update: this functionality has been accomplished via USASR-5176.

Projected release date Apr 26, 2024

Released May 10, 2024

Build Improvements v2024.8.0

https://mcoecn.atlassian.net/browse/USASR-5317

This Epic includes issues to move the USAS project builds off of Bamboo. Work will be done over several sprints. Improvements will be released when complete.

Final projected release date May 10, 2024

Pending Transaction performance improvements v2024.8.0

https://mcoecn.atlassian.net/browse/USASR-5278

As part of improving the performance of the expenditure process, this issue will improve the performance of processing pending transactions.

Projected release date May 10, 2024

Released Jul 9, 2024 v2024.11.0

Correct split item PO XML file v2024.8.0

https://mcoecn.atlassian.net/browse/USASR-4584

The PO XML file does not generate properly when the PO contains split items. This issue will correct the problem so split item POs have a proper XML print file.

Projected release date May 10, 2024

Update: awaiting response from 3rd party print vendors

Purchase Order performance improvements v2024.9.0

https://mcoecn.atlassian.net/browse/USASR-5279

As part of improving the performance of the expenditure process, this issue will improve the performance of processing purchase orders.

Projected release date May 24, 2024

Released Jul 9, 2024 v2024.11.0

Vendor Merge v2024.9.0

https://mcoecn.atlassian.net/browse/USASR-4765

Evaluate the vendor merge transaction updates (calendar year boundary concerns) and update UI as needed. These changes include POs and AR Receipts with Payments and Refunds created from credits.

Projected release date May 24, 2024

Released Jun 7, 2024

Vendor Unmerge v2024.11.0

https://mcoecn.atlassian.net/browse/USASR-4467

Implement the ability to unmerge previously merged vendors.

Projected release date Jun 21, 2024

Released Jul 19, 2024 v2024.12.0

Report Bundles: indicate required fields when scheduling job v2024.13.0

https://mcoecn.atlassian.net/browse/USASR-5285

Update Job Scheduler view to indicate required fields when scheduling jobs/report bundles.

Projected release date Jul 19, 2024

Released Jun 21, 2024 v2024.10.0

AP Invoice performance improvements v2024.13.0

https://mcoecn.atlassian.net/browse/USASR-5280

As part of improving the performance of the expenditure process, this issue will improve the performance of processing ap invoices.

Projected release date Jul 19, 2024

Released Aug 6, 2024

Payable performance improvements v2024.14.0

https://mcoecn.atlassian.net/browse/USASR-5281

As part of improving the performance of the expenditure process, this issue will improve the performance of processing payables.

Projected release date Aug 2, 2024

Released Sep 9, 2024

Disbursement performance improvements v2024.15.0

https://mcoecn.atlassian.net/browse/USASR-5282

As part of improving the performance of the expenditure process, this issue will improve the performance of processing disbursements.

Projected release date Aug 16, 2024

Released Nov 22, 2024 v2024.22.0

Tool Upgrades v2024.18.0

https://mcoecn.atlassian.net/browse/USASR-5318

This Epic includes issues to update the tools we use to build our projects. These issues will be worked throughout Q3 and released when complete.

Projected final release date Sep 27, 2024

Implement Fund Change v2024.19.0

https://mcoecn.atlassian.net/browse/USASR-5296

This Epic includes issues to refactor the existing account change code and implement the ability to process a fund change. These issues will be worked in Q1 - Q3 and will be released at the end of quarter three or before if possible.

Final release date projected Oct 11, 2024

Inventory: Add dates to Pending Items grid v2024.20.0

https://mcoecn.atlassian.net/browse/INV-541

Add the AP Invoice, PO and Received dates to the Pending Items grid.

Projected release date Oct 25, 2024

Released Nov 11, 2024

Accounts Payable report in CSV format v2024.20.0

https://mcoecn.atlassian.net/browse/USASR-5287

Make the Accounts Payable report available in CSV format.

Projected release date Oct 25, 2024

Released Jul 19, 2024 v2024.12.0

Ability to store Electronic images

https://mcoecn.atlassian.net/browse/USASR-5095

This Epic includes issues to add the ability to store electronic images on the Vendor, AP Invoice and Receipt transactions.

Projected release dates vary and are listed above. The ability to work these issues depends on the release of the Document Store project.

Inventory Location Worksheet enhancements v2024.22.0

https://mcoecn.atlassian.net/browse/INV-542

Update the Location Worksheet to include lines under the Physical Inventory Comments to allow for users to hand write comments. This issue will also add the acquisition date and original cost fields to the worksheet.

Projected release date Nov 22, 2024

Return to Billing grid when process Payments in Accounts Receivable (AR) v2024.22.0

https://mcoecn.atlassian.net/browse/USASR-5286

Users would prefer the view return to the Billing grid after posting Payments in AR.

Projected release date Nov 22, 2024

Create internal REST controllers

https://mcoecn.atlassian.net/browse/USASR-5192

This Epic includes issues to complete the internal REST controllers for all USAS objects

Projected release dates throughout the year, primarily in Q4. Changes will be released as they are completed.