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USAS-R v8.13.0 Release Notes

USAS-R v8.13.0 Release Notes

Owned by Former user (Deleted)
Last updated: Jan 29, 2021Version comment


Date

 

Issues

4 issues

Build Date

  15:53:01

Summary

We have made some additional improvements to USAS-R with the release of version 8.13.0.  This release contains a bug fix and exciting new features as detailed in the release notes below.

Important Highlights

  1. The ability to post AP Invoices via CSV file has been implemented.  This feature is accessible via the Import button (see below) on the AP Invoice grid and works similarly to the Receipt import.  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 AP Invoice grid next to the create 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.
  2. Corrected problems related to AR Bills. 
    1. The application has been updated to prevent users from posting bills with items that have an amount of $0.00.  This was being done in an effort to store information, not creating an actual item.  Although the Classic system supported this, Redesign does not. 
    2. We also corrected the problem the $0 items caused with regard to the retrieval of billing totals.  The totals will now correctly handle any items that previously existed for $0.00.  Anyone who had to remove the totals from the Billing grid for this reason should now be able to add them back to the grid.

  3. The ability to email an AR Bill to a customer has been implemented.   As long as the associated customer has a valid email address you can now send bills electronically.  To do this, users will select the bills they wish to email from the grid.  Once selected, users will click  which will produce a popup showing the "From" and "Cc" email addresses they populated in the configuration option.  After users click  a message box will display letting them know how many emails were sent and how many failed to send.  If the email failed, the error message will display indicating why it failed. 

    1. In addition to these changes there is now a new field visible on the billing called "Email Sent" which updates to true if the bill was sent via email.  The grid can be customized to include the new field, which is also sortable and filterable. 

    2. This new functionality comes with a a configuration option which will allow districts to populate the "from" email address as well as any "Cc" email addresses they would like to receive a copy of the emailed bill(s).  The Accounts Receivable Billing Email Setup configuration is available via the System/Configuration menu to those with the Group Manager role.  The documentation is in progress and will be available soon.

      Additional Setup

      Note:  ITCs will need to assist districts with the following setup before this option can be used:  

      • The Email Notification Services module must first be installed and the Email Configuration must be properly configured.
      • The Application Configuration must also be configured to enable External Notifications.

      It's likely this was done previously, but we wanted to make you aware in case it was not.

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. 


Issues included on this release

4 issues Refresh