USAS-R v7.20.0-17 Release Notes

Summary

This release contains bug fixes, exciting new features and various report and performance improvements as detailed in the release notes below.

Important Highlights

1. AP Invoice has been rewritten into the new grid style format.  The Legacy AP Invoice option will remain available until June 30th when it will be removed.

2. Implemented auto assign preferences for requisitions.

3. Implemented future year balance checking for requisitions and purchase orders.  This was implemented as rules that will need to be enabled if future year balance checking is desired.

4. User account filters now apply to all detail reports.

5. Implemented reporting levels for account code dimensions.  These include 1 & 2 digits of function, 1 & 2 digits of receipt, 1 digit of object, 2 digits of subject and 1 digit of opu.

6. The 'as of period' user parameter was added to a dozen more reports including the various account summary reports.

7. Discovered and corrected a performance problem related to account filters that appeared to make the user interface hang.

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. 

Reported Performance Problems

We are working to improve performance in the following areas as reported through feedback.

1. Cash Reconciliation USASR-3654: Improve performance of Cash ReconciliationResolved

2. Grid loading USASR-3123: Improve grid loading performanceNew

3. Budget Summary report USASR-3760: Account related Performance ImprovementsResolved

Known Limitations

1. Repaying an advance in the current year is posting incorrectly.  This fix will be released on version 7.20.1.

2. The SSDT Revenue and Expenditures by Cash Account and by Fund reports have a grand total that sums the Revenue and Expenditure amounts, which is not accurate for this report.  The Classic FNDREVEX shows a difference (Revenue - Expenditures).   These reports cannot include a difference as template reports.  We will need to create a canned report in order to "correct" the grand totals and include the difference. USASR-3693 - Correct totals on both SSDT Revenue and Expenditure reports (FNDREVEX) NEW

Upcoming Features

1. Update the reportable download link to be shareable.

2. Account related performance improvements 

3. Performance improvements related to posting payables

4. Schedule-able report process to replace Classic's MonthlyCD program

Issues included on this release