Skip to content

Posted November 2, 2020 in Updates

Update 20.11.01.01

  • All System
    • In some instances, if a checking account ID was alphanumeric, the system was returning an error when using the Replace/Reprint Checks option or the To Screen button located throughout the system to reprint a copy of a check. This has been corrected.
    • Several enhancements have been made to the Email Options screen, used when emailing reports in the system and other items:
      • A new field, Send Email Copies to From Email Address, has been added under the From Display Name. This field will allow the user to designate whether or not to copy the From Email Address ID individual on all emails being sent. The applicable options are None (do not copy to the individual), CC (carbon copy the individual on all emails), or BCC (blind carbon copy the individual on all emails). The field will always default to None but can be changed.
      • In the Recipients List, the Main Attachment Name column has been added. If emailing recipients individual pages, their entity ID will be appended to the name of the main attachment.
      • The Email Address field will be disabled and cannot be changed if emailing direct deposit stubs, purchase orders, 1099s, W2s, 1095s or individual pages of a report.
  • Master Menu>Maintenance
    • A new field, Password Protect Employee Reports (applies to PR, HR, and NG), has been added to the Payroll, Human Resources, and Negotiations screens in the Email Manager option and if selected on one of the tabs, it will be selected on the other tabs. Select this field to send the reports as a password-protected file attachment (using the format of the passwords as specified in the Password Format field) when emailing reports as .PDF files to individual employees in Payroll, Human Resources, and Negotiations.
  • Master Menu>User Controls
    • The Employee ID field has been added to the Find (Ctrl+F) search screen in User Security.
  • General Ledger>Check Options
    • When using the Import Cashed Checks option, located under the Options menu in Check Reconciliation, the system was returning an error if the amounts were off by more then $.50. The system has been updated to display an error if the amounts do not match exactly.
  • General Ledger>Maintenance
    • In the Chart of Accounts, on the Inquiry tab, the Entity column has been updated to include the credit card payment vendor name before the vendor ID/name if the Credit Card Payment Batch section was completed for an invoice batch.
  • General Ledger>Options
    • When using the Adjust Posted Entries option for an Accounts Payable item and modifying the descriptions on the adjusting entries, in some instances, the descriptions were reverting to their original values when selecting execute. This has been corrected.
  • General Ledger>Reports
    • Account Inquiry (all 8 reports): The Vendor ID/Name field has been updated to include the credit card payment vendor name before the vendor ID/name if the Credit Card Payment Batch section was completed for the invoice batch.
    • Activity Fund Balance Report – Detail (all 4 reports): The Entity Name field has been updated to include the credit card payment vendor name before the entity name if the Credit Card Payment Batch section was completed for the invoice batch.
    • Leger Report with Fund Totals for Missouri: This Missouri only report has been updated to include report selections for Exclude Accounts with No Activity and All Accounts.
  • Accounts Payable>Maintenance
    • Fields for Credit Card Vendor ID and Credit Card Vendor Name have been added to the Board Report Setup option. These fields can be used to print the information for the credit card vendor if the Credit Card Payment Batch section was completed for an invoice batch.
    • The Internal Revenue Service has implemented a new 1099 form, 1099-NEC, for reporting nonemployee compensation. For details regarding this new form, click here to view the IRS information. To accommodate this new form, several changes have been made in the Vendor File:
      • On the Miscellaneous tab in the Tax Information section, a new field for Federal Form Type has been added. The available options are 1099-MISC and 1099-NEC and designate which form to generate for the vendor at the end of the calendar year. When the 20.11.01.01 update is installed, the following changes will be applied to the applicable vendors:
        • Nonemployee compensation: If the vendor had 7 for the Federal Form Box ID, the vendor will now reflect Federal Form Type of 1099-NEC and Federal Form Box ID of 1
        • Crop insurance proceeds: If the vendor had 10 as the Federal Form Box ID, the vendor will now reflect Federal Form Type of 1099-MISC and Federal Form Box ID of 9
        • Gross proceeds paid to an attorney: If the vendor had 14 as the Federal Form Box ID, the vendor will now reflect Federal Form Type of 1099-MISC and Federal Form Box ID of 10
        • Section 409A deferrals: If the vendor had 15a as the Federal Form Box ID, the vendor will now reflect Federal Form Type of 1099-MISC and Federal Form Box ID of 12
        • All other Federal Form Box ID designations will be updated with Federal Form Type of 1099-MISC
        • Federal Form Box ID of 15b for Section 409A income is no longer available and will be removed from all applicable vendors
        • Federal Form Box ID of 14 for Nonqualified deferred compensation for Federal Form Type 1099-MISC has been added
      • The Adjust 1099 Amounts option, located under the Options menu, has been updated to include a column for Credit Card Vendor ID. This field will reflect the information for the credit card vendor if the Credit Card Payment Batch section was completed for the invoice batch.
      • The Import Tax Information option, located under the Options menu, has been updated to include the Federal Form Type field.
      • Refer to the Vendors topic in the Help File for additional information regarding these changes.
  • Accounts Payable>Government Reporting
    • The Vendor 1099s option has been redesigned to accommodate both 1099-MISC and 1099-NEC IRS forms. The three tabs are 1099-NEC, 1099-MISC and Create Electronic File. Under 1099-NEC and 1099-MISC, there are two sections for View Data and Print 1099s. The View Data screen will display the generated information for the vendor, allow for various fields to be edited, or additional vendors to be added. The Print 1099s screen is where the 1099-NEC or 1099-MISC forms will be printed and/or emailed to the vendors. A new field has been added to the Create Electronic File, Participating in Combined Federal/State Program, and is only enabled for Missouri, Nebraska and North Dakota. It will be used to determine which File Types are available to create for electronically submitting your 1099s. The Vendor 1099 Detail Report and Vendor 1099 Totals Report have been redesigned to display the appropriate information for each form type. Note: If you have already generated your vendor 1099s for 2020, you will need to regenerate to ensure the appropriate information is reflected for the proper IRS form. Refer to the Vendor 1099s topic in the Help File.
  • Accounts Payable>Reports
    • Vendor Inquiry: Report parameters for Status and Invoice Paid By Credit Card have been added to this report.
    • Invoice Listing – Summary and Invoice Listing – Detail: The Batch Description report parameter has been updated to include these additional fields: Credit Card Vendor ID, Credit Card Vendor Name, and Expense Invoices. For the Unposted report selection, the Credit Card Vendor ID and End of Fiscal Year Expense Invoices fields have been added to the report. And for all report selections, a CC field was added to indicate if the invoice was part of a batch with the Credit Card Payment Batch section completed.
    • Invoice Distribution Report: The Batch Description report parameter has been updated to include additional fields for Credit Card Vendor ID and Credit Card Vendor Name. Also, Credit Card Vendor ID has been added as an optional field for the report.
    • Vendor Listing – Detail: This report was updated to include the new Federal Form Type field.
    • Vendor Tax Information: This report was updated to include the new Federal Form Type field.
    • Vendor 1099 Report: The report selections for this report have been changed to Summary and Detail. Both selections include a report parameter for Paid By Credit Card Vendor. The Summary report reflects the information from the previous report with an additional column for Federal Form Type. The Detail report will also include all the paid invoices and adjustments made via the Adjust 1099 Amounts option for each applicable vendor.
    • Vendor Totals Report by Fund and Vendor Totals Report by Vendor: When using the Total report parameter, in some instances the system was not allowing the user to select additional parameters. This has been corrected.
  • Payroll>Data Entry
    • In Pay Period Entries and Employee Absences, if the entry was created from a processed leave request, a new Go To button is available (located to the right of the Default Rate in the Unit Pay Information section) and when selected it will display the Leave Request Inquiry screen for the applicable leave request entry.
  • Payroll>Check Cycle
    • If an employee has an individual bank account deduction set up and there is an amount due in the employee file, during the Calculate Payroll process the amount will be included and a payroll message, Individual Bank Account Deduction Adjusted to Include Amount Due of $$, will appear.
    • The system has been updated to not allow more than one calculate payroll batch to be in progress unless the Test Payroll (No Checks) box is selected or the Payroll Type is Purchase Order.
  • Payroll>Maintenance
    • Several enhancements have been made in Employees:
      • A new field, Address Changed Date, has been added to the Name & Address screen. This new field is disabled (cannot be changed) and is updated with the date when one of the following fields for the employee changes: Address 1, Address 2, City, State/Province, Zip Code, Country, Attention, Primary Phone Number, Secondary Phone Number, Other Phone Number, Phone Type, Internet Address, or Contact.
      • A new feature, Clear Employee Web Link Consents, has been added to the Options menu. This option, available for those customers who have licensed the Web Link module, can be used to remove the selections for employees who previously consented to receive only electronic copies of their 1095s and/or W2. Refer to the Clear Employee Web Link Consents topic in the Help File.
      • For those employers who self-insure, the dependent ACA coverage dates, on the ACA 1095s screen, have been moved to appear under each dependent in the Dependents and ACA Coverage Dates List. Also, when generating the 1095 B or C forms (under the Government Reporting menu), dependents will need their own withdrawals dates, even if their dates match the employee’s coverage dates.
      • For those employers who are considered applicable large employers, the Employee Offer of Coverage List, on the ACA 1095s screen, includes new drop-down options for Line 14 and a new column for 17: Zip Code has been added. The zip code column is only enabled if Line 14 contains 1L, 1M, 1N, 1O, 1P or 1Q. The zip code should be for the employee’s residence if code 1L, 1M or 1N was entered or for the employee’s primary site of employment if code 1O, 1P or 1Q is entered in Line 14. These zip codes will appear by default when entering the appropriate Line 14 value but can be changed.
      • The Adjust Employee Offer of Coverage, located under the Options menu, has been updated with the new Line 14 codes for 2020.
    • New York State Income Tax has been added to the Taxes File. To view and verify this information, please print the document found here: https://docs.su-inc.com/taxes/NewYork2020.pdf.
  • Payroll>Government Reporting
    • The 2020 Affordable Care Act (ACA) B Form changes are included in this release. A new report, Months with Dependent Coverage Only, can be printed to view all the dependents who have coverage in an applicable month where the employee does not. Also, a Printer Setup option has been added to the File menu. Note: According to the Internal Revenue Service, electronic filing for these forms will not be available until mid-January 2021.
    • Most of the 2020 Affordable Care Act (ACA) C Form changes are included in this release. All the necessary changes are available to generate the 1095-Cs but the report writer documents used to print the forms to provide the employees are not yet available. Due to an IRS format redesign, these reports will not be available until the next release. The changes included on this release are a new report, Months with Dependent Coverage Only, that can be printed to view all the dependents who have coverage in an applicable month where the employee does not, the Plan Month field is now required on the General tab, employee’s birth date will be required if Line 14 contains 1L, 1M, 1N, 1O, 1P or 1Q, and a Printer Setup option has been added to the File menu. Note: According to the Internal Revenue Service, electronic filing for these forms will not be available until mid-January 2021.
    • The 2020 changes for the Employees W2s are included in this release. A new feature, Print Last Four Digits of Federal ID, has been added to the Print W2s screen. When selected, the first digits of the social security number will be masked (for example, XXX-XX-1234).
    • Missouri: In the Missouri Retirement Report option, when editing the hours for a wage type row of R or X, after tabbing out of this field, in some instances the system was returning an error. This has been corrected.
    • Nebraska: The Date of Address Change field has been removed from the Report Options screen in the Nebraska Monthly Retirement Report. Instead, the system will use the Address Changed Date field located on the Name & Address screen in the Employee File. If desired, the custom field used previously to track this information can be removed from the Custom Fields option located on the Maintenance menu since it is no longer needed.
    • North Dakota: In the North Dakota Public Employees Retirement Report, when selecting the Create Report File from the Options menu, the system will display a list of employees who have invalid plan codes. They must be corrected prior to creating the file. Also, MN20 and DC20 have been added to the Plan default drop down list.
  • Payroll>Reports
    • Employee ACA Report – 1095 Information: This report has been updated to include the zip code for the employee offer of coverage.
    • Employee Listing – Name and Address Information: Address Changed Date was added to this report.
    • Employee Detail Listing for Payroll: Address Changed Date was added to this report.
    • Combined Earnings Report with Benefits and Combined Earnings Report without Benefits: When using the Earnings Amount report parameter, in some instances the system was not allowing the user to select additional parameters. This has been corrected.
  • Human Resources>Maintenance
    • On the Dependents screen in the Employee File, the dependent ACA coverage dates have been moved to appear under each dependent in the Dependents and ACA Coverage Dates List.
  • Human Resources>Reports
    • Employee Detail Listing for Human Resources: Address Changed Date was added to this report.
  • Accounts Receivable>Data Entry
    • If the Post to General Ledger is Cash Basis in the Accounts Receivable System File, when entering C in the payment detail description field for Prepaid Invoices or in the invoice detail description field for Invoices, the system was not working properly. These errors have been corrected.
  • Accounts Receivable>Options
    • In the Customer Inquiry option, the balances were not displaying payments based on the department. Also, in some instances, the department ID field was automatically displaying a value when searching for a customer. Both items have been corrected.
    • The Void Invoices option was returning a timeout error for some customers. This has been corrected.
  • Accounts Receivable>Reports
    • Customer Balances – Summary: The balances were not displaying payments based on the department. The report has been updated.