USAS-R v7.8.0-4 Release Notes

Summary

This is the ninth production release of the USAS Redesign software; the first release for version 7.8.0.  This release contains various bug fixes, new features and report improvements.

Important Highlights

1. Various improvements were made with the Budget Scenarios.  

   1. the sheets now display PA-YYYY instead of NYP-YYYY.  The PA stands for proposed amounts.  There is no distinction on the spreadsheet between next year proposed or current year amounts.  The determining factor will be the fiscal year.  If you are in fiscal year 2019 and your proposed amount column heading is PA-2020 you are processing next year proposed amounts.  Likewise if you're in fiscal year 2020 and your column heading is PA-2020 you are budgeting current year amounts.

   2. the sheets now have a default sort applied to them so that the accounts are listed in order by account code.

   3. the budget sheets will contain a standard set of amount fields to assist the end user with budgeting.  Remove the amounts you don't care to be included before creating the sheet.

   4. Classic's APPROP/PABMNT option has been implemented.  When processing proposed amounts you now have the option to post adjustments to your budgeted amounts.

2. Cash Reconciliation:  when you save the cash rec you will now see a warning displayed if the fund balance does not match the total balances of the amounts entered.

3. Template reports based on the Activity Ledger were not properly applying account filters.  

4. Classic's APP/BUD/REVWRK reports have been created as template reports and are now available via the Report Manager.  The reports provide 3 years of prior year expended/received amounts.  See limitations below.

5. Closed posting periods can now be made current.  This is helpful for running reports in a prior month, without allowing users to post transactions into that period.  Reminder, posting periods must be open to post transactions in to them.

6. Users can now clone accounts.  This is not the mass add feature, this is strictly cloning a single account.  See below for mass add details.

7. Classic's SM2 Comparison report is now available.

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 Documentation.  There is a section in the documentation that also details the significant changes between USAS-R and classic USAS. 

Known Limitations

1. The GAAP export is available, but is not excluding accounts with all zero amounts like Classic's export did.  

2. USASR-2928: Correct GAAP ExportResolved

3. Auto assign preferences for requisitions.  
   USASR-352: Implement auto-assign preferences for requisitionsResolved

4. The Expense/Receipt worksheets, while they provide 3 years of history, those amounts are not currently being subtotaled by control breaks.  We've created Jira issue USASR-3275: Update Budgeting worksheets to allow prior year transaction amounts to be totaledResolved to allow those amounts to be subtotaled.  This issue will also allow the data to display in separate columns if included on the budgeting spreadsheets via the Budget Scenarios.

5. Mass add accounts USASR-596: Implement mass add capabilities for accountsResolved

Upcoming Features

1. Performance improvements to the PO UI

2. Schedulable report process to replace MonthlyCD

3. Restricting Requisition users to seeing only their requisitions
   
   
   

Issues included on this release