USAS-R v7.7.0-9 Release Notes

Summary

This is the eighth production release of the USAS Redesign software; the first release for version 7.7.0.  This release contains various bug fixes, new features and report improvements.

Important Highlights

1. Auditor extracts are now available.  In order to submit the same data that the Classic USASAUD program, you'll need to generate the following.  The files should be emailed to 

   1. SSDT USAS Auditor Extract - Account

   2. SSDT USAS Auditor Extract - Transaction

   3. SSDT USAS Auditor Extract - Vendor

   4. SSDT Cash Summary

2. EMIS Extract is now available

3. Cash Reconciliation:  You are now able to change the posting period on a previously saved cash rec.  We have also limited the posting periods you can select when processing your cash rec to +/- 1 of the current fiscal year.  This means the drop down will now display existing posting periods in the current, prior and future fiscal year. (Example: current fy 2019 - drop down will display existing posting periods in 2018, 2019 & 2020)

4. The Fund UI was corrected to apply account filters.  Previously all funds were displayed.

5. We've made performance improvements to the template reports with regard to loading and saving the definitions, as well as navigating the properties, configure fields and generate tabs when customizing reports.

6. Corrected a problem with the view permissions; users with _VIEW permissions can now print the transactions they have the _VIEW permission for.

7. Corrected the vendor import to properly create separate 1099 locations.  If you are a first wave district who does not have separate locations for any vendor they had designated in Classic with "1099:" in the name field, please contact your ITC for a procedure to fix your locations.

8. The account combobox found on transactions will now be populated with active accounts only.  This excludes the Federal Assistance Detail found on the Periodic menu.

9. We've added a tooltip to the item description on Requisitions and Purchase Orders to allow the user to view the entire description when in display mode.  Previously the descriptions were limited in display mode and you had to edit the transaction to read the entire description.

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. The Budgeting module is in place and you can currently create current and next year proposed amounts.  We have planned improvements to this interface to improve the overall user experience.
   USASR-2767: Budget Scenarios: Implement current year proposed amounts Resolved
   USASR-2766: Budget Scenario improvementsResolved

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

5. Template reports based on the Activity Ledger object do not properly apply account filters
   USASR-3238: Activity Ledger based reports with account filter errorResolved

6. Certificate of Available Balance June 30 Encumbrances is incorrect when prior fiscal year is open.  We will be releasing this fix on the 7.7.1 hotfix shortly.
   USASR-3240: Cash Account Initial Cash and Fund Beginning Balance not correct when prior FY is openResolved

7. Classic's PABMNT option of the APPROP program has not yet been implemented in the Redesign
   USASR-3243: Implement Classic's PABMNT option of APPROPResolved

Upcoming Features

1. Improvements to Budget Scenarios

2. Performance improvements to the PO UI

3. Ability to clone accounts

4. Recreating Classic's APPWRK, BUDWRK and REVWRK reports

5. Implementing Classic's PABMNT option of APPROP

6. Schedulable report process to replace MonthlyCD
   
   
   

Issues included on this release