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Posted May 7, 2020 in Updates

Version 20.05.07.01

Note: For those districts that have the Web Link module, you will also need to be at Web Link version 20.05.07.01 (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
    • For those customers with the K12Docs module, an Email button has been added to the View Documents screen (located throughout the School Accounting System). This new feature will retrieve the available K12Docs documents and email them to selected employees. Refer to the Emailing Documents topic in the Help File.
  • Master Menu
    • A new alert, In-place Upgrade to SQL Server 2017 Required, will appear on the master menu for those customers using a SQL Server Express version older than the 2017 version. Since the School Accounting System has been upgraded to use the 2017 version of SQL Server, the alert appears indicating you must upgrade your local installation to SQL Server 2017; click here to view the appropriate Frequently Asked Question and follow the instructions to complete the upgrade. This alert is not applicable for school districts with the School Accounting System-Online version.
  • Master Menu>Utilities
    • A new feature, Multi-Factor Authentication Passcode for Login, has been added to the Web Link Setup Options for those customers with the Web Link module. The new field can be set to None (no passcode required to log into Web Link), Require Every Time (each time a user logs into Web Link, a passcode will be emailed and required to be entered before access to the module is granted), or Require for New Devices (a user can designate to have the system remember their device and therefore they’ll only need to request and enter in the passcode on their first login to Web Link). In order to have a passcode emailed, the user will need to have the Employee ID field completed in User Security and an email address entered in the Employee File. Refer to the Web Link Setup Options and Web Link Setup Checklist topics in the Help File.
  • Master Menu>User Controls
    • The Compare Packages and Document Inquiry (visible for those customers with the K12Docs module) options have been added to User Security.
  • General Leger>Data Entry
    • When using the View Documents feature in Cash Receipts, available for those customers with the K12Docs module, the system was requiring a received from ID and description to be entered in K12Docs for the document to be viewable from the School Accounting System. This has been corrected.
  • General Ledger>Government Reporting
    • Iowa: The GASB 34 Reports for 2019-2020 are now available and there are no changes to the Annual Report.
    • Missouri: The Annual Report and GASB 34 Reports for 2019-2020 are now available.
    • Wyoming: The Annual Report and GASB 34 Reports for 2019-2020 are now available.
  • Accounts Payable>Options
    • For those customers with the K12Docs module, the Email Purchase Orders option has been updated to allow the uploaded and filed (saved) documents to be attached. By selecting the Attach Related Documents checkbox, any K12Docs for the selected purchase orders will be included in the email. Refer to the Email Purchase Orders topic in the Help File.
    • A new option, Document Inquiry, has been added to the Options menu in Vendor Inquiry and is accessible for those customers who have the K12Docs module. This new feature is used to view all the documents previously uploaded and filed (saved) for a specific invoice, purchase order, or requisition, or to view all the documents uploaded for items tied to a particular accounts payable check. Individual documents can be viewed on the screen or all documents can be emailed to an employee. Refer to the Document Inquiry topic in the Help File.
  • Payroll>Data Entry
    • A Copy Batch option has been added to the Options menu on the Deduction/Tax Adjustments Batch screen in Deduction/Tax Adjustments. This option is used to select an unposted or posted batch of deduction/tax adjustments and copy those entries to a new batch. The entries can then be reviewed and update if needed before including them in the payroll calculation.
  • Payroll>Maintenance
    • A few changes have been made to the Taxes tab in the Employee File. If the Use Old W4 Format (2019 & Prior) field is not selected for Federal Income Tax or North Dakota State Income Tax and Exempt is selected, the Tax Table field will be disabled. For Ohio State Income Tax, the Additional Taxes tab has been enabled. For Montana State Income Tax, the Tax Table field will be disabled and the Exempt field has been enabled.
  • Payroll>Government Reporting
    • The Illinois Schedule P Report has been updated to display for any customer with Illinois State Income Tax.
    • Missouri: When generating the Missouri Retirement Report, if there are employees without a payroll cycle, an error will display indicating the report was not generated and the applicable employees listed will need to be updated accordingly.
  • Negotiations>Options
    • A new option, Compare Packages, has been added to the Options menu. This feature is used to compare two packages in order to view the differences in costs and the percentage changes between the two packages. A report, Package Comparison Report with Amount/Percent Change, can be generated from the Reports menu. Refer to the Compare Packages topic in the Help File.
  • Negotiations>Reports
    • Package Comparison Report – Combined: The Package Comparison Report has been renamed to Package Comparison Report – Combined.