2021-07-21 USAS Completed Work Review

Owned by Jodi Becher
Last updated: Jul 21, 2021
3 min read

Releases Since Our Last Meeting (06-16-2021)

USAS-R 8.23.0  (6/18/21)

  • Additional improvements to the new canned version of the Financial Detail Report which includes the ability to create the direct report link, corrected report format options and properly formatting 0.00 values.

  • Updates to the auditor extracts included in the Fiscal Year End bundle to ensure they run for the full fiscal year being closed.

  • Custodial Fund changes for FY22 which include changing the fund type from Agency Fund to Custodial Fund updating the descriptions for funds 022 & 026.

  • Creation of the Audit Report Bundle.  This bundle will need to be scheduled to run manually for now and contains the following reports used in the SOC1 audit:

    • SSDT User Listing AOS Extract

    • SSDT Authentication and Password Requirement Configuration Report

    • SSDT Default Breakin Detection and Evasion Rule Report

  • Corrected a bug that caused an problem when importing districts with a large number of Projects.  The problem was not consistently repeatable and could cause the import to fail.

  • Improved the performance of loading report definitions.

  • Patch to correct encumbrances for 4 districts.



USAS-R 8.23.1 (6/24/21)

Hotfix to improve the performance of the Account Change process.



USAS-R 8.24.0  (7/2/21)

  • Adding the ability to use custom forms when emailing AR Billings.

  • Patch to correct the status of account change jobs for a specific district.

  • Created a Service Layer for Disbursements.

  • Created a Service Layer for Receipts.



USAS-R 8.25.0  (7/16/21)

  • Performance improvements  New canned versions of the following reports are now available via the Report menu:

    1. Purchase Order Detail report -  95%

    2. Budget Summary report - 68%

  • Corrected the processing of the report bundles to only generate when a user closes a posting period.  This means that report bundles will no longer run as a side effect of the Account Change process.

  • Improved the Repay Advance option to allow users the ability to select the account they want to use to repay the advance.  Only those accounts eligible to be used to repay the original advance will appear in the drop down.  Users should review the list of accounts and select the one they want to use to repay the advance.  One thing to note, currently the accounts appearing in the drop down do not appear in account code order.  We have created a follow-up issue to fix this and it should be available on the 8.26 release.

  • We've corrected a bug that allowed users to create duplicate account change requests.

  • We've updated the error message that displays as a result of the inactive account rules for the various transaction types to include a note about the parent account and the stop and start dates.  The error messages will now read "Account ###-####-###-####-######-###-##-### or its parent account is not active.  Check the active flags and start/stop dates on related accounts."

  • Underlying work has begun on the new canned audit report.

  • Work has been done to allow USAS and the new Inventory application to be able to communicate with each other.

Upcoming Releases

USAS-R 8.25.1 (tbd)

Disbursement Detail report has been rewritten as a canned report and the overall performance has improved by 91%.



USAS-R 8.26.0  (7/30/21)

  • Allow modifying Refunds that do not have checks

  • Various changes related to the upcoming Workflows project (6 issues)

  • Updated the description of the 584 fund per AOS.

  • Updated the Outstanding PO Detail template report to exclude system adjustment po charges posted by the system as a result of the account change process

  • Continued work on the Audit report rewrite.  The current report allows users to run the report for POs & Invoices.  The remaining reportable objects will be available on the 8.27.0 release.

  • Patch to correct the archived carryover amounts previously showing as 0.00.  

  • Patch to correct transactions for a specific district due to problems with account change.  The account change problem was corrected in the 8.23.1 hotfix.



USAS-R 8.27.0  (8/13/21)

  • Improve the performance of the Appropriated Amounts by Cash Account report

  • Completed work on the Audit report 

  • Update the Summary of Expenditures by Fund report to remove revenues from the remaining balance on the report

  • Improve the Outstanding Disbursement Summary, PO & Invoices by Vendor Name reports in the monthly report bundle to show all outstanding transactions through the period that was just closed.

  • Continued work on Service Layer objects.