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USAS-R v8.19.0 Release Notes

USAS-R v8.19.0 Release Notes

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Last updated: Apr 23, 2021Version comment
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Date

Apr 23, 2021 

Issues

6 issues

Build Date

Apr 20, 2021  17:24:04

 

Summary

We have made some additional improvements to USAS-R with the release of version 8.19.0.  This release contains exciting new features, improvements and bug fixes as detailed in the release notes below.

  1. AR Customer Statement improvements

    1. Added the vendor's 2nd name field to the "sold to" area of the statement just below the value of the vendor's primary name.

    2. Added a customer filter to allow the statement to be generated for selected customers only.

    3. Corrected the date/time stamp displaying on the upper right corner of the statement to reflect the date and time the report was generated.

  2. Corrected setting the project reference on Budget and Revenue accounts so when additional accounts are created after the project is established they too will be linked to the project and their amounts will be included in the expended and received amounts.

  3. Corrected a problem that prevented users from running the Financial Detail report in the CSV format.

  4. The ability to post Purchase Orders via CSV file has been implemented.  This feature is accessible via the Import button (see below) on the Purchase Order grid and works similarly to the Receipt and AP Invoice import options.  For your convenience, please download the sample upload file containing the correct headings.  The documentation is in progress and will be available soon. 

    1.  A new  button is now available at the top of the Purchase Order grid next to the print button.  Once the import button is clicked a popup will open,  will allow you to select the upload file.  Clicking  will process the file and post the transactions. 

    2. The popup will update to show the number of "Records Loaded" and "Errors".  The process produces a results file named "USASLOADERR.CSV".

      1. If there were no errors, the file will say "No errors. Records loaded: #" where # is the number of records successfully loaded. 

      2. If there are records that did not load, the file will contain only those records that did not load successfully and will provide error messages explaining why.  Users can make corrections to this file, save it as CSV and use it to upload the remaining transactions.

    3. Please note, as with the other import options, this feature is intended to allow users to mass create Purchase Orders via the CSV file import.  This feature will not allow updates to existing purchase orders.

Important Highlights

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.