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Posted May 6, 2016 in Updates

Version 15.04.28.01

  • Note: For those districts that have the Web Link module, you will also need to be at Web Link version 15.04.28.01 (or higher, if applicable) since this update contains changes that affect both products simultaneously. Web Link updates must be downloaded through the File Transfer Center and installed on the web server.
  • All System
    • When generating a report to the screen, several new task bar buttons have been added. They include: First Page and Last Page, Fit Width and Fit Page, Cursor Mode controls for Pan Mode (click and move the page around), Selection Mode (select text and copy/paste to another document), and Snapshot Mode (capture a screenshot and paste to another document). Also, the Export button has been added to the task bar instead of under the File menu, and when exporting to a spreadsheet the format will be .XLSX. Toggle Sidebar button is new too, and the steps for how to access a report’s table of contents has changed (first have to click Toggle Sidebar button and then click Document Map button).
    • The phone number fields on the following screens have been renamed to Primary Phone Number, Secondary Phone Number, and Other Phone Number: System File on the Main screen, Received Froms in General Ledger, Ship To Addresses and Vendors in Accounts Payable, Employees and Payees in Payroll, and Employer History in Human Resources. A new column has been added for Phone Type with options for Business, Cell, Fax, Home and Other. Various standard reports that included these phone numbers have been updated. During the installation of this release, any custom reports built by districts who have licensed the Report Writer module will be converted to these new fields. Additional edits may be necessary to include Phone Type if needed. Also during the update, Phone Number 1 will convert to Primary Phone Number with Other as the Phone Type, Phone Number 2 will convert to Secondary Phone Number with Other as the Phone Type, and Fax Number will convert to Other Phone Number with Fax as the Phone Type.
  • Account Payable > Data Entry
    • When selecting the Recurring Entries checkbox on the Batch Options screen for Invoices, the label ‘(recurring entries)’ will appear after the batch name in the title bar.
    • When entering invoices, the Vendor 1099 Amount was not always being updated if the Invoice Detail Amount field was set to repeat on the Set Screen Preferences. This has been corrected.
    • If a vendor name included an ampersand (&), it was not being properly displayed in Invoices, Purchases Orders, Requisition Entry, Requisition Inquiry, Receiving, and Vendor Inquiry. This has been corrected.
    • When bringing a posted purchase order back into a batch and upon selecting to post the batch, the system was periodically indicating there were no entries to post. This has been corrected.
  • Accounts Payable > Check Cycle
    • In some instances, the country code for the United States was printing on vendor checks. This has been corrected.
  • Accounts Payable > Maintenance
    • If there is an unposted checks batch in progress, a warning message will appear when opening the Vendor File. Also, when viewing a particular vendor from the unposted batch, a warning message will appear in the status bar.
  • Payroll > Data Entry
    • When selecting the Recurring Entries checkbox on the Batch Options screen for Deduction/Tax Adjustments, Pay Period Entries, or Employee Absences, the label ‘(recurring entries)’ will appear after the batch name in the title bar.
    • On the Grid Entry tab in the Pay Period Entries option, if a blank line was created from tabbing through fields, the user could not close the screen and still save the entries. This has been corrected.
  • Payroll > Check Cycle
    • In some instances, the country code for the United States was printing on payee checks. This has been corrected.
    • The Payroll Type of Expense Contract was renamed to Expense Payroll.
  • Payroll > Maintenance
    • Several enhancements have been made to the screens in the Employee File.
      • If there is an unposted checks batch in progress, a warning message will appear when opening the Employee File. Also, when viewing a particular employee from the unposted batch, a warning message will appear in the status bar.
      • The Direct Deposit Splits grid on the Direct Deposit tab has been updated to include columns for Direct Deposit Bank Description, Every Pay Period, and Week 1 – 5 information.
      • The Wages tab has several new fields and features:
        • If the Pay Code has a default rate, it will display in the new Default Pay Rate field.
        • The Regular Days field size has been increased to 9 digits long.
        • Hours Per Payroll has been added for contract pay codes. Either Hours Per Day (along with Days This Pay Period with calculating a payroll) or Hours Per Payroll can be used to track the hours worked.
        • If Worker’s Compensation Classes are defined, the new Workers’ Compensation Class ID Override field will be enabled to allow a user to override the ID assigned in the Pay Code File.
        • If default expense accounts are entered in the Pay Code File, the new Use Pay Code Defaults field will be enabled. When selected, the system will display the default expense accounts, which cannot be changed, and use these during the payroll cycle.
        • If another pay code is set up as the Primary Pay Code, the new Use Primary Pay Code Expense Accounts field will be enabled. When selected, the system will display the primary pay codes expense accounts, which cannot be changed, and use these during the payroll cycle.
        • The Chart of Account Description will be displayed in new field in the Expense Accounts grid.
        • Use the Copy From Pay Code button in the Expense Grid to copy and save the expense account information from the default values set up in the Pay Code File.
        • Use the Search Employee Expense button to copy an expense account from another pay code set up for the employee.
      • The Employee Taxes grid on the Taxes tab has been updated to include columns for Rate Type, Every Pay Period, and Week 1 – 5 information.
    • Two new fields have been added to the Custom Fields File: Display in Payroll and Display in Human Resources. Using these fields allows a district to only display certain custom fields in either Payroll or Human Resources. When the update is installed, all custom fields will default to having both Display in Payroll and Display in Human Resources, if applicable, selected.
    • If there is an unposted checks batch in progress, a warning message will appear when opening the Payee File. Also, when viewing a particular payee from the unposted batch, a warning message will appear in the status bar.
  • Payroll > Government Reporting
    • In the Affordable Care Act (ACA) Reporting option on the Adjustment Options tab, the Contracts Adjustment Option has been updated to include features to adjust the Hours Per Payroll for employee wages. Also, the Contract Hours Adjustment Option has been updated to display both Hours Per Day and Hours Per Payroll in the Adjustment Entries grid. Refer to the Completing the Adjustments Tab (Screen) of the Affordable Care Act (ACA) Reporting Option topic in the Help File for additional information.
    • Missouri Only: The Missouri SDAC report has been updated for 2015.
  • Payroll > Reports
    • The four Custom Fields Listing for Payroll and Human Resources have been updated to include the new fields and Report Parameters for Display in Payroll and Display in Human Resources.
    • The four Employee Listing – Custom Field Information reports have been updated to include Display in Payroll/Human Resources and Print in Payroll/Human Resources Report Parameters.
    • Employee Wages Report by Workers Compensation Class: The report has been updated to include the workers’ compensation class from the employee file if overridden.
    • Hours Worked Report: This report has been updated to include an additional column for Hours Worked for ACA Reporting.
    • Payroll Register – Accumulated and Payroll Register – Accumulated with Subtotals: The Sort Group ID in the Report Sorting section of the Report Printing Options screen was not working properly. This has been corrected.
  • General Ledger > Data Entry
    • When selecting the Recurring Entries checkbox on the Batch Options screen for Budgets, Manual Journal Entries, or Cash Receipts, the label ‘(recurring entries)’ will appear after the batch name in the title bar.
  • Fixed Asset Inventory > Reports
    • Pending Assets from Accounts Payable Report: This report was including assets from voided invoices. It has been corrected.
  • Report Writer
    • Because of tool enhancements in the update for the Report Writer module, there are a few changes when moving or resizing a field. If the Grid Alignment Control is set to Display Alignment Lines (default), use the right, left, up, and down arrow keys to move a field to the nearest edge of the next closest object. Press the Ctrl key and the arrow keys to move the object by one space. To resize a field, press the Shift key and the arrow keys to resize the field to the nearest edge of the next closest object. Press the Ctrl+Shift keys and the arrow keys to resize the field by one space.