USAS-R v7.31.0-8 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

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. 

1. A big improvement has been made to the generation of template reports to allow users to dynamically sort and subtotal reports at run time.  In addition to this improvement, we have updated 31 template reports to include the various account code dimensions so they are readily available to select from when generating the reports.  Please see below for a list of the reports that were updated to include the account code dimensions.  This new feature has been documented and is available here: Report Manager#ReportGenerationOptionsandDynamicSort.

2. The Positive Pay Extract has been updated to properly format the spacer field.  Please note: any previously created extracts that contain the spacer field will need to be updated to remove the spacer and then re-add it so that it works properly.  Also be aware that the format value for hte spacer will be blank regardless of the field length.

3. The "as of period" user parameter was incorrectly added to a few reports where it didn't make sense.  These reports have been updated to remove the user parameter: the two audit reports and the budget and revenue activity reports.

4. The user parameter that excludes accounts with all amount fields zero has been updated to include YTD amounts.

5. The Invoice UI has been updated to disable the the partial/full button on the invoice item when the item was invoiced to cancel all or part of the encumbrance.  

6. The amend option of purchase orders has been updated to prevent the user from modifying an existing item's issued date.  Users can select the issued date to newly added items, but not existing items when amending a purchase order.

7. The SSDT 1099 Vendor report has been updated to improve column titles to be more descriptive/clear.  The titles for address and vendor name were previously redundant and unclear.

Updated USAS template reports

The following reports were modified to make account code dimensions available to select as sort and subtotal options when generating the report.  These fields were added as suppressed (hidden) fields to make them available for sorting and subtotaling, but prevent them from showing as columns on the report itself.  We expect this enhancement to greatly reduce the need to save custom versions of these reports.

Reported Performance Problems

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

1. Districts with a large number of accounts experiencing slowness https://mcoecn.atlassian.net/browse/USASR-3935

2. Improve the performance of the Appropriation Resolution report generation https://mcoecn.atlassian.net/browse/USASR-3889

3. The report button on the Activity Ledger grid does not produce the report generation popup as quickly as other grids https://mcoecn.atlassian.net/browse/USASR-3961

4. Improve the time it takes to generate the Revenues and Expenditures report https://mcoecn.atlassian.net/browse/USASR-4067

5. Budget Summary report generation performance needs to be improved https://mcoecn.atlassian.net/browse/USASR-4079

6. Financial Detail July 1 Cash Balance report generation performance needs to be improved https://mcoecn.atlassian.net/browse/USASR-4080

Upcoming Features

1. Mass change definitions will be available in the documentation to update your invoice item received dates to equal either the invoice date or the vendor's invoice date.  

Issues included on this release