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Posted May 6, 2016 in Updates

Version 14.10.01.01

  • Accounts Payable > Government Reporting
    • The Vendor 1099 changes for Calendar Year 2014 have been included in this update.
  • Payroll > Check Cycle
    • The Last Worked Date field in the Employee File will only be updated if the employee has earnings.
    • The Payroll Messages screen has been updated to include a new question mark icon next to each message. When selected, the Help File will open to the description for the applicable message.
    • Missouri Only: Employees who have Kansas State Income Tax were receiving a warning message during the payroll calculation indicating SIT Gross does not equal FIT gross plus retirement. This message should only be appearing for school districts in Kansas and has been corrected.
    • A new option has been added to assist districts with balancing the W2s. The Balancing Information option, located under both the Check Cycle menu and the Options menu, completes the calculation of the formulas for taxes used to balance Employee W2s. Using the user designated pay groups, deductions, and pay codes, the system will calculate the Gross Earnings, FIT Gross, SIT Gross, Medicare Gross, Social Security Gross, and FIT/Medicare and display a variance between the calculated amounts and actual amounts. The user can generate the information by Batch, Check Date, or Processing Month. Several reports can also be printed from within the Balancing Information option. Refer to the Balancing Information topic in the Help File for step-by-step instructions.
  • Payroll > Maintenance
    • Several enhancements have been made to the Deduction File. The W2 Information section has been updated to allow a deduction to display in more than one box on the W2. Under the Options menu, a new option for W2 Box 14 Default Order has been added to allow the user to designate the order to print the Box 14 information. Also under the Options menu, a Convert IDs to Alpha feature has been added allowing the Deduction IDs to be converted to alpha using the first 10 characters of the deduction description. On the Deductions Payable tab, a Hold on Check field has been added. This allows either an entire deduction to not print on a check (Hold on Check on the General tab) or to not print the amount by a specific checking account and fund (Hold on Check on the Deductions Payable tab). Also on the Deductions Payable tab, a totals row has been added. Refer to the Deduction File topic in the Help File for additional information regarding these enhancements.
    • Convert IDs to Alpha has been added to the Pay Code File under the Options menu. This feature allows the Pay Code IDs to be converted to alpha using the first 10 characters of the pay code description. The W2 Box 14 Default Order has been added to allow the user to designate the order to print the Box 14 information.
    • In the Taxes File, on the Taxes Payable tab, a Hold on Check field has been added. This allows either an entire tax to not print on a check (Hold on Check on the General tab) or to not print the amount by a specific checking account and fund (Hold on Check on the Taxes Payable tab). Also a totals row has been added.
  • Payroll > Options
    • A new option has been added to assist districts with balancing the W2s. The Balancing Information option, located under both the Check Cycle menu and the Options menu, completes the calculation of the formulas for taxes used to balance Employee W2s. Using the user designated pay groups, deductions, and pay codes, the system will calculate the Gross Earnings, FIT Gross, SIT Gross, Medicare Gross, Social Security Gross, and FIT/Medicare and display a variance between the calculated amounts and actual amounts. The user can generate the information by Batch, Check Date, or Processing Month. Several reports can also be printed from within the Balancing Information option. Refer to the Balancing Information topic in the Help File for step-by-step instructions.
  • Payroll > Government Reporting
    • A new option has been added to assist districts with completing the EEO-5 report. An EEO-5 Classification field has been added to the Employment tab in the Employee File. By completing this field along with the gender, race and ethnicity for each employee, the EEO-5 Survey report can be generated. To easily update your employees, an Adjust EEO-5 Classifications option has been added to the Options menu in the Employee File. The EEO-5 Survey government report will display the applicable employees for each classification along with any employees who are missing the appropriate information. Paper reports can be printed for viewing and a file can be generated to upload into the Equal Employment Opportunity Commission’s website. Refer to the EEO-5 Survey topic in the Help File for step-by-step instructions.
    • On the Affordable Care Act (ACA) Reporting option, in some cases the Weeks column for To Date was not reflecting the accurate number of weeks. This has been corrected.
    • The 403b administrator name for ING has been changed to Voya.
    • The Employee W2 changes for Calendar Year 2014 have been included in this update.
    • Nebraska Only: The Nebraska Staff Demographics Report, found under the Reports option within the Nebraska Staff Reporting option, has been updated to include birth date, email address and primary subject area.
    • North Dakota Only: The North Dakota PERS Deferred Compensation Report Provider list for the Deductions tab has been updated to change ING to Voya and include modifications to reflect the current state providers.
    • North Dakota Only: In the North Dakota Employee Compensation Report option, the Employee Compensation Report Totals and Employee Compensation Report, found under the Reports menu, have both been updated to include Report Selections for Summary by Code and Detail by Code. The Detail by Code will display additional details for each code.
    • Wyoming Only: Terminated employees will only show on the Wyoming Monthly Retirement Report if their terminated date falls within the month to report. Also, the header fields in the Contribution File have been updated to match the information from the Wyoming Retirement System.
  • Payroll > Reports
    • Deduction Listing – Detail: The W2 information has been updated on this report.
    • Deduction/Pay Code W2 Boxes Listing: The W2 Boxes Listing report was renamed to Deduction/Pay Code W2 Boxes Listing and updated to allow for multiple W2 boxes per deduction.
    • Deductions and Taxes Payable Report: This report was updated to include a column for Hold on Check.
    • Employee Contact Information Report: This new report displays the employee name, address, and phone numbers.
    • Employee Email Address Report: This new report displays the employee ID, employee name, email address, email address type, and whether it is used for direct deposit, tax forms, and other communication. If an employee has more than one email address they will be listed on this report multiple times.
    • Employee Listing – Custom Date Field Information, Employee Listing – Custom Numeric Field Information, Employee Listing – Custom Referenced Field Information Listing, and Employee Listing – Custom Text Field Information: These four reports have been updated to include a Report Parameter for Blank Field Value. To generate a report for those employees who do not have a value for the custom field, select True for this report parameter. The default will be False (showing only those employees with a value) unless changed.
    • Pay Period Entries-Summary: The dollar amount for each chart of account number split has been added to this report.
    • Substitute Listing: The dollar amount for each chart of account number split has been added to this report.
    • Employee Absence Report with Balances: This report has three Report Selections: Unposted, Posted and All. When displaying the balances for each report selection, the Unposted option will show the Total Balance, the Posted option will show the Posted Balance, and the All option will show Total Balance.
  • General Leger > Maintenance
    • When adding a new account number to the Chart of Accounts, the system was not defaulting in a description. This has been corrected.
  • Human Resources > Maintenance
    • In the Employee File under Options, the Add Benefits to Employees option has been renamed to Adjust Benefits.
  • Human Resources > Options
    • Tenure Date was added as a selection in the Select Email Criteria option.
      Once Sick Bank Deposit entries were posted to a Payroll Pay Period Entries batch, that batch would return an error message when attempting to open it. This has been corrected.
  • Negotiations > Options
    • When using the Update Payroll with Packages feature and selecting to Calculate Retroactive Pay which posted entries into a Payroll Pay Period Entries batch, that batch would return an error message when attempting to open it. This has been corrected.
  • Report Writer
    • Because of a recent change we made in Report Writer for the employee custom fields to allow fields to print on reports that have no value in the employee file, a report selection may have to be added to user defined custom reports. The view group name affected is PR Employee Pay Codes and a Blank field was added to Employee Custom Date Fields, Employee Custom Numeric Fields, Employee Custom Reference Fields, and Employee Custom Text Fields.
    • In the PR Entries-Employee Absences-Substitutes view group, the Pay Code ID and Pay Code Description have been added.