Skip to content

Posted May 6, 2016 in Updates

Version 15.07.28.01

  • All System
    • Throughout the School Accounting System, there are several available import options (i.e. Import Invoices, Import Cash Receipts, Import Employee Custom Fields). A new Get Templates button has been added to the various Import screens. When selected, the user will be redirected to a web page with available templates for each of the applicable import options. The templates include file specifications and sample spreadsheet information.
  • General Ledger > Government Reporting
    • Kansas Only: The Budget Report for 2015-2016 is now available.
    • Missouri Only: The Certified Salary Compliance report has not yet been updated and according to the Department of Elementary and Secondary Education, the information may not be available until at least September 2015. The changes will be included in a future release once the changes are available from the state.
    • Nebraska Only: The 2014-2015 Annual Report and GASB 34 Reports are now available.
    • South Dakota Only: Exhibit III of the GASB 34 Reports has been updated to include additional GASB Adjustment fields for 707.1, 707.2 and 708.
    • Wyoming Only: On the Edit tab of the Annual Report, revenue code 85201 was not allowing the Project Number field to be edited. Also, the Project Number fields have been updated with a new list from the Wyoming Department of Education.
  • Accounts Payable > Maintenance
    • On the Check Print Positions tab in the Check Setup – Vendors option, a new field has been added to allow the system to print Pay To The Order Of information, if desired. The Top, Left, and Width fields would need to be completed for the new field.
  • Payroll > Maintenance
    • A new tab has been added to the Employee File for Emergency Contacts. This tab includes information for allergies, blood type, medical conditions, emergency contacts and medical contacts. For those customers who were already using the emergency contact fields in Human Resources, the information has been migrated to this new tab. If during the migration, an emergency contact phone number or relationship was previously entered but no contact name, the system will update the Person with the word ‘Unknown’ since this is a required field if either of the other two fields are used. New imports have also been added under the Options menu for Import Medical Information, Import Medical Contacts, and Import Emergency Contacts.
    • On the Check Print Positions tab in the Check Setup – Employees and Check Setup – Payees options, a new field has been added to allow the system to print Pay To The Order Of information, if desired. The Top, Left, and Width fields would need to be completed for the new field.
    • A Show Details button has been added in the following locations next to the Amount Due field: Deductions Payable tab in the Deductions File, Taxes Payable tab in the Taxes File, and Individual Bank Account Deduction section on the Deduction tab in the Employee File. If there is an amount displayed in this field, select this button to view detailed information for the amount shown.
  • Payroll > Options
    • On the Employee/Payee Inquiry in the Check Detail List for a payee check that has been voided, the system will now show both the original detail as well as the void detail. Also for any payee check with adjustments, a new section will be displayed, Payable Detail List, showing the detailed information explaining the adjustments.
  • Payroll > Government Reporting
    • North Dakota Only: When generating the North Dakota Employee Compensation Report, deductions set up with a Deduction Type of Add were being excluded. This has been corrected.
  • Payroll > Reports
    • Employee Detail Listing for Payroll: The report has been updated to include the emergency contact information.
    • Employee Detail Listing with Signature: The report has been updated to include the emergency contact information.
    • Employee Phone List: The report has been updated to include multiple emergency contacts.
    • Emergency Contact Report: The report has been updated to include multiple emergency contacts.
    • Employee Listing – Emergency Contacts Information: A new report has been added which includes the information from the Emergency Contacts tab in the Employee File.
  • Human Resources > Maintenance
    • If there is a checklist instance with tasks still pending for an employee, the Open Checklist Instance button will appear green in the button bar of the Employee File. The button can be selected to open the checklist instance for the employee to view and complete the tasks as needed.
    • The Demographics tab in the Employee File has been modified to include a Comment field and allow for more than one Background Check date to be entered. Also, the Emergency Contact information has been moved to its own tab and is now available for both Human Resources and Payroll users.
    • On the Education tab in the Employee File, the Degree field has been updated to include Bachelor of General Studies.
    • The Main Leave ID field has been renamed to Default Main Leave ID in the Sick Banks option. This change will allow Sick Banks to be tied to a default but then the leave used during deposits and withdrawals can be overridden or multiples can be selected (deposits only).
  • Human Resources > Options
    • The Go To button has been added next to the Employee ID field in the Checklist Instance option. Select this button to open the specified employee’s record in the Employee File
    • When processing Sick Bank Deposits, if a Default Main Leave ID was set up for the sick bank, it will be selected in the Sick Bank Leaves List by default. The user will also be allowed to select more than one sick bank leave, if needed. If multiple leaves are selected and an employee has more than one of the selected leaves, the employee will be listed multiple times in the Sick Bank Deposits List but only one line should be selected to process.
  • Human Resources > Reports
    • Employee Listing – Demographic Information: The report has been updated to remove the emergency contact information, add the field for comments, and also allow for multiple background check dates.
    • Employee Detail Listing for Human Resources: The report has been updated to include multiple background check dates and the comment field from the demographics tab.
    • Sick Bank Listing: The report was updated to reflect the field name change for Default Main Leave ID.