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Posted June 20, 2017 in Updates

Version 17.06.20.01

  • All System
    • When using the Find feature (Ctrl+F) on the various entity IDs, the system has been changed to apply two filters. The existing filter will still be there for Active = True, but an additional filter has been added to select the specific entity you are searching. This change will allow a user to easily change the active filter to see inactive entities for that specific ID search without showing all the entities within the system. This change has been applied to everywhere you can search General Ledger Received From IDs, Accounts Payable Vendor and Ship To Address IDs, Payroll Employee and Payee IDs, Human Resources Employer History IDs, and Accounts Receivable Customer IDs. For example, in the vendor file if you search on Vendor ID, by default it will only show you the active vendors. But if you change the active filter to be false, you will now see only the inactive vendors. Prior to this change, a false active filter would have returned all entities in the system that were not marked as vendors. If you would now like to see all entities that are not vendors, you’d additionally have to change the Vendors filter to be false.
  • Main>Maintenance
    • When using carriage returns in Email Manager message fields, the system was automatically removing them in the body of the sent messages and should not have been. This has been corrected.
  • Main>User Controls
    • When using the Create New feature to copy an existing user to a new user, the system was returning an error. This has been corrected.
  • General Ledger>Check Options
    • The Cleared and Uncleared totals were not updating until the screen was saved on the Deposits and Manual Journal Entries side of the Statement Transactions tab within Check Reconciliation. This has been corrected.
  • General Ledger>Maintenance
    • Import options have been added to the Received Froms File. Located under the Options menu, new received froms can be imported as well as mailing/physical addresses and email addresses. Use the Get Template feature within the three options to see the format needed to import these fields.
  • General Ledger>Government Reporting
    • Illinois Only: The annual report for 2016-2017 has been included in this update.
    • Missouri Only: Programming errors on Part III-A and Part III-C of the Annual Report were causing the file to not be accepted when uploading to the Department of Elementary & Secondary Education. These have been corrected. If you have already generated your annual report, we recommend you re-generate the report before continuing.
    • South Dakota Only: The 2016-2017 GASB 34 Reports are included in this update.
  • General Ledger>Reports
    • Cash Receipt Reports: The Receipt Form, Cash Receipt Listing by Fund, Cash Receipt Listing by Entry Date, and Cash Receipt Listing by Receipt Number, and Cash Receipt Listing by Received From have all been changed to include a Report Parameter for Entries to Include with options for Entries with Amounts and Entries with Zero Amounts. It will default to Entries with Amounts, which will exclude any receipt with a zero amount, but can be changed.
    • Manual Journal Entries Listing – Summary and Manual Journal Entries Listing – Detail: These reports have been changed to include a Report Parameter for Entries to Include with options for Entries with Amounts and Entries with Zero Amounts. It will default to Entries with Amounts, which will exclude any entry with a zero amount, but can be changed.
    • Revenue Summary Report: This report has been updated to include a Report Parameter for Active Chart of Account Number.
  • Payroll>Data Entry
    • The Leave ID field has been added to the drop down menu for Pay Code ID in Pay Period Entries, Employee Absences, and Time Cards. This addition will make it easier to see which leave ID is tied to the pay code.
  • Payroll>Maintenance
  • Payroll>Government Reporting
    • Nebraska Only: The gross wages and column totals for employee and employer contribution have been added to the Retirement Wages and Hours Worked Report within the Nebraska Monthly Retirement Report option. Also, the assignment and position codes have been updated for the Nebraska Staff Reporting option.
  • Fixed Asset Inventory>Assets
    • The Check Number field has been added to the Show Details information on the Vendor ID field in both Add New Assets and Asset File Maintenance.
  • Report Writer
    • In a previous update, we moved the Outstanding Invoices Report for Accounts Receivable to a different view group, which inadvertently changed how existing users could access this report. This has been corrected.
  • Accounts Receivable>Data Entry
    • An Import Invoices option has been added to the Options menu in Invoices. Use the Get Template feature within the option to see the format needed to import invoices.