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Posted June 28, 2020 in Updates

Update 20.06.28.01

  • All System
    • When attempting to add a new line to the Recipients List on the Email Options screen, the system was returning an error. This has been corrected.
    • The Employee Selection List, used within various options in the School Accounting System, has been updated to include the columns for employee groups. They will appear after the custom referenced fields. This addition will allow users to sort or filter by an employee group, if desired.
    • On the View Documents screen, available for those customers who have licensed the K12Docs module, when selecting the Document Management button, the system will open the applicable application and folder if the user has rights to that application/folder; otherwise the K12Docs main menu will appear.
  • Master Menu>User Controls
    • A new feature, Convert User IDs to Match Employee IDs, has been added to the Options menu in User Security. This new option allows a supervisor to change the User ID to match the Employee ID for those users who are tied to employees and the User ID and Employee ID are different. Refer to the Convert User IDs to Match Employee IDs topic in the Help File.
  • General Ledger>Government Reporting
    • Illinois: The Illinois Budget Report for 2020-2021 is now available. The 2019-2020 Annual Report has not yet been released by the Illinois State Board of Education.
    • South Dakota: The 2019-2020 GASB 34 Reports are now available.
    • Wyoming: A few project codes have been added to the 2019-2020 Annual Report.
  • General Ledger>Reports
    • Cash Receipt Listing Reports: These 5 reports (by Received From, by Receipt Number, by Fund, by Cash Receipt Date, and Detail) have been updated to include a report parameter for Chart of Account Number.
    • Entry File Report: Chart of Account Number has been added as a report parameter to this report.
    • Outstanding Checks Listing: For those customers with the Negotiations module, after generating the Calculate Budget option, this report was including entries with no check numbers. This has been corrected.
  • Accounts Payable>Options
    • The system will now allow a check number to be entered in the Check Number field on the Document Inquiry screen when looking to view all the K12Doc documents for a particular check. This feature is only available for those districts who have licensed the K12Doc module.
  • Payroll>Data Entry
    • Illinois: In preparation for the Teachers’ Retirement System of the State of Illinois to move to pay period reporting, a new Retirement Payment Reason Override field has been added to Pay Period Entries and Employee Absences in the Illinois section on the Individual Entry screen. This field is not applicable for contract pay codes.
      • When the new reporting feature is available under Government Reporting later this year, there will be an option to tie each pay code to a retirement payment reason default. The field in data entry can be used to override that default so each wage entry can be individualized if needed. If the wage in the employee file contains a retirement payment reason override, that value will default into the entry, but can be changed.
      • The Copy Batch option has been updated to copy this new field along with the EIS information, if applicable.
      • When using the Import Pay Period Entries, Import Employee Absences, or Select Leave Request/Substitute for Processing options, selecting Calculate Retroactive Pay in the Update Payroll with Packages in Negotiations, or posting time card batches or processing sick bank deposits or withdrawals from Human Resources, if the pay code in the employee file contains a retirement payment reason override or EIS data, that information will be auto populated into the entry when created. In addition, when posting time card batches, if the system is creating overtime entries and the overtime pay code is not set up in the employee file, the overtime entry will contain the same values as the time card wage.
    • On the Grid Entry tab in a time card batch, the + and – keys on the top of the keyboard were not incrementing the day of week like the key pad buttons. This has been corrected.
  • Payroll>Check Cycle
    • If you are calculating an expense payroll for an employee who is being included on the first payroll check date only and they have deductions set up as Process if No Pay for the subsequent payroll check dates, the deductions were not being processed. This has been corrected.
  • Payroll>Maintenance
    • During the process of modifying an existing Employee ID in the Employee File and selecting Change when prompted, the system will check to see if the employee is tied to a user in which the User ID matches the Employee ID, and if so, an additional prompt will appear giving the user (if a supervisor) the ability to also update the User ID to match the new Employee ID. If the user is not a supervisor, a prompt will still appear directing the user to contact a supervisor to update the User ID.
    • Illinois: In preparation for the Teachers’ Retirement System of the State of Illinois to move to pay period reporting, a new Retirement Payment Reason Override field has been added to the Illinois section on the Wages tab in the Employee File. When the new reporting feature is available under Government Reporting later this year, there will be an option to tie each pay code to a retirement payment reason default. The field on the wages tab can be used to override that default so each wage can be individualized if needed. If an override is entered here for an hourly pay code, the information will default in when making pay period entries.
    • When using the Convert to Rate table feature, located under the Options menu in Deductions, the system will exclude inactive employees and inactive employee deductions.
    • The Idaho State Tax Commission released new withholding tables on June 16, 2020. If you haven’t already changed the tables manually, once this update is installed, you will have the appropriate tax table information. To view and verify this information, please print the document found here: https://docs.su-inc.com/taxes/Idaho2020.pdf
  • Payroll>Government Reporting
    • Illinois: The Illinois Schedule P Report has been updated to include a tab for View/Edit Data. The employees for the designated quarter will appear here and must be selected before printing the report or creating the file to upload. Also, the Gross Wages and Employee Amount columns can be modified as needed. Refer to the Illinois Schedule P Report topic in the Help File for additional details.
    • The Quarterly 941 option has been updated to reflect the revised 2020 Internal Revenue Service form.
  • Payroll>Reports
    • Payroll Options Report: This report has been updated to include the Expense Payroll Options and Expensed Payroll Check Dates to Include sections. Also, the start and end dates from data entry batches will also display.
    • Employee Listing – Wage Illinois Information: This new Illinois report will display the information form the Illinois tab on the wages screen in the employee file.
    • Employee Listing – Wage Missouri Retirement Information: This new Missouri report will display the information from the Missouri Retirement tab on the wages screen in the employee file.
    • South Dakota Variance Report: This new South Dakota report has been added to the Pre-Check Reports. When generated, an asterisk (*) will appear next to those employees whose retirement gross does not match the federal unemployment gross.
    • Deduction/Pay Code W2 Boxes Listing: Active Deduction and Active Pay Code report parameters have been added to this report.
    • Employee Groups Listing: Active Employee has been added as a report parameter to this report.
    • Employee Listing – Direct Deposit Information: This report has been updated to include a report parameter for Pay Group ID.
    • Employee Listing – Wage Information: Pay Group ID and Wage Pay Group ID report parameters have been added to this report.
    • Payroll Register Totals: If a deduction is assigned to a pay group and that pay group is included in an expense payroll, the employee and employer amounts on this report were displaying as double the value. This has been corrected.
  • Negotiations>Options
    • If an employee had multiple contracts on the salary schedule, after calculating the budget, the amounts for all contracts were being combined on the Employee Itemized Total Reports and everything was appearing on only one contract in the Employee Negotiation Rates option. This has been corrected.
  • Fixed Asset Inventory>Options
    • Regardless of how a user’s rights were set up, both View Room Inventory and Process Room Inventory, located under the Process Web Link Room Inventory option, only supervisors could access these options. The system has been corrected to use the assigned rights for each option in User Security.