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Posted July 29, 2021 in Updates

Version 21.07.29.01 – Web Link

Web Link updates are available for download from the File Transfer Center: https://transfer.su-inc.com

Important Notes
Web Link updates must be installed on your web server, excluding School Accounting System-Online customers. If needed, contact your technology coordinator to install the update on the web server.

Since the Web Link product interacts with the School Accounting System and this update contains changes that affect both products simultaneously, you will also need to be at SAS version 21.07.29.01 (or higher, if applicable).

  • System Wide
    • A Show/Hide Password button has been added to the login screen. When selected it will display the text entered in the Password field.
  • Settings
    • A Show/Hide Password button has been added to the Change Password screen. When selected it will display the text entered in the Current Password, New Password, and Repeat New Password fields.
  • Data Entry>Purchase Orders
    • When entering or copying purchase orders, if the Purchase Order Number Same as Requisition Number field is selected in the Accounts Payable System File in the School Accounting System, a purchase order number cannot be used if it matches a requisition number that already exists.
  • Data Entry>Requisition Approvals
    • Several enhancements have been made to the Requisition Approvals screen:
      • The Edit column has been moved to appear before the Requisition Number field.
      • If the Approvers Add New Detail Lines field is selected in Requisition Options of the School Accounting System for the approval tree, new detail lines can be added by the approver and comments will automatically be added in the Comments field.
      • If the Allow Requisition Mass Approval Process in Web Link field is not selected in the Web Link Setup Options in the School Accounting System, the Approve, Reject, and Has Negative Balances columns will be hidden in the Requisitions Awaiting Approval/Rejection List since all requisitions must be processed through the Edit button.
      • When approving requisitions, if the Purchase Order Number Same as Requisition Number field is selected in the Accounts Payable System File in the School Accounting System, a requisition number cannot be used if it matches a purchase order number that already exists.
  • Data Entry>Requisition Entry
    • If there are any unsubmitted requisitions, the search screen will automatically appear with selecting the Requisition Entry option.
    • When entering or copying requisitions, if the Purchase Order Number Same as Requisition Number field is selected in the Accounts Payable System File in the School Accounting System, a requisition number cannot be used if it matches a purchase order number that already exists.
    • Expected Date has been added as a new field to the Copy Requisitions option. The expected date from the selected requisition to be copied but with the month and year updated as based on the computer date appears by default but can be changed. Also, Created by User ID has been added to the Find screen with a default filter for only the requisitions this user entered.
  • Data Entry>Requisition Status
    • The default filters have been removed from the Requisition Status screen and the list will now sort by requisition date. This will allow users to easily see all their requisitions.
  • Employee Information>Leaves
    • If there are any unsubmitted leaves, the search screen will automatically appear when selecting the Leave Request Entry or Leave Request Entry – FMLA options.
    • A new field, Substitute Needed, has been added for Leave Requests.
      • This Yes/No field can be used to indicate if a substitute is needed in the employee’s absence and will appear on all the Detail screens in leave request entry, approvals, inquiry, and editing substitutes.
      • In Edit Leave Request Substitutes, the Leave Requests Pending Substitute Assignments List will filter for only those entries indicating yes for needing a substitute but can be changed.
      • In Leave Request Approvals, the Substitute Needed field has been added to the Pending Leave Requests List.
    • A new field, Employee ID has been added for Leave Requests.
      • If the user has rights, designated in User Security in the School Accounting System, this field will be enabled in Leave Request Entry and Leave Request Entry-FMLA, and default in the ID of the employee tied to the current user, but can be changed to an employee that is included in the users designated employee groups.
      • The Employee ID field will appear on all Detail screens in approvals, inquiry and editing substitutes.
      • In Leave Request Inquiry, the user will also have access to view those employees they have rights to enter leave requests.
    • Several enhancements have been made to the Leave Request Approvals screen:
      • The Edit column has been moved to appear before the Employee ID field.
      • If the Allow Mass Approval Process in Web Link field is not selected in the Leave Request Options in the School Accounting System, the Approve and Reject columns will be hidden in the Pending Leave Requests List since all leave requests must be processed through the Edit button.
      • If the Allow Display of All Employees on Approval Calendar in Web Link is not selected in the Leave Request Options in the School Accounting System, then the Calendar Display field in Leave Request Approvals will be Approval Path Employees and cannot be changed.
  • Employee Information>Payroll and Compensation
    • In Check History/Reimbursements, the checks and direct deposit stubs with a zero balance will only display if zero balance checks are defined to be printed within the School Accounting System.
  • Employee Information>Personal Information
    • The View File Documents option has been renamed to View/Add File Documents and a new button, Upload Documents for Review, will be visible if the user has been given access to upload documents. When selecting the new button, the applicable information will need to be completed. Once saved, the Business Office will receive notification of the uploaded document and will process it accordingly. The document will be available to view from the Employee Uploaded (Pending) subfolder until it is processed (moved) to its designated subfolder.