April Release 23.10.31.0 (April 3, 2026)

EFIN-144136

Advanced Expense Workflow: Conditional Enablement of Default Approval Group for Expense Payables

We have updated the Fund Accounting Profile (Accounts Payable) behavior for districts using Advanced Expense Workflow to better align with non-Purchase Order payment approval settings.

• When Approval for Non-PO Payments is unchecked:

  • The Default Approval Group for Expense Payables is disabled and not required.

  • Expense requests continue to create payables without an approval group.

• When Approval for Non-PO Payments is checked:

  • The field is enabled and required.

  • Expense payables follow the configured approval group.

• Toggling the setting turns the field on or off and clears any existing value when disabled.

• When Advanced Expense Workflow is disabled:

  • The field ‘Default Approval Group for Expense Payables’ remains disabled.

This update removes unnecessary configuration for districts that do not use non-Purchase Order payment approvals, with no impact on existing approval workflows.

EFIN-144619

EFIN-144620

EFIN-144624

EFIN-144626

Advanced Workflow - Improvised approval link variables in the email templates

In the Workflow Configuration Profile, the email templates have been updated with the following changes:

• The ‘_URL` variable redirecting to the EAC approvals page is now limited to Needs Approval/Reminder email templates (auto-removed from other templates) for the following Workflows:

  • Expense

  • Leave Request

  • Termination Request

• A new variable `_EACURL` was introduced to redirect to the EAC approvals page; the `_URL` variable continues for the eFinancePlus approval page. Both these variables are limited to Needs Approval/Reminder email templates (auto-removed from other templates) for the following workflows:

  • Requisition

  • Purchase Order

  • Journal Entry

EFIN-105861

Batch Import and Attendance: Improved error messages for full account validation on Import Status pages

When importing Attendance or Timecards using Batch Import, the Import Status page now displays detailed, component-specific validation error messages for full account fields. Previously, if a full account value (e.g., fund-orgn-account) contained an invalid component, the Import Status page displayed a generic "Invalid Account Number" message, making it difficult for users to identify which part of the account was incorrect. With this fix, the error message now identifies the specific invalid component matching the detailed messages already shown on interactive entry screens. Additionally, the capitalization of error messages has been corrected to follow sentence case standards.

EFIN-105978

In Attendance, bug fix to correct the full account display

The Attendance option has been modified to prevent the substitute data tab from displaying account data when no substitute is tied to the record. Currently, it pulls data from another row where a substitute is attached to the record.

EFIN-117284

Prior Organization change not copying budget/actual values to current year ledger

Changing the Prior Organization field on the Budget Preparation Organization Chart did not copy bud2, act2, bud1, and act1 from the prior organization’s prior year into the current organization’s current year ledger. The change was not detected because the comparison used a value set after the user edited the field. The fix uses the original Prior Organization value for comparison and correctly handles both value-to-value and blank-to-value changes.

EFIN-124791

Remove unused PayShowYTD profile flags

Removed unused PayShowYTD profile flags from EAC and EMA profiles. They will no longer appear in the EAC and EMA profile categories.

EFIN-126500

Benefit entry error handling update

Menu Path: Benefits > Entry & Processing > Employee/Benefit Information (Add Benefit)

Resolved fatal error when attempting to add duplicate benefit entries.

EFIN-136257

Revenue Audit Trail

For a non-full account database, the organization and account titles must not be pulled in when both are used to select the data for the revenue audit trail. This corrects an error in which records were not selected when a title changed between years or when a title contains a colon.

EFIN-137055

Receiving information on PO line items visible for users with receiving permissions

Users with “May Run Receive Ordered Materials” (resource 37) and “May View Receiving History” (resource 26001) could no longer see Received Quantities and Remaining Quantities on the Purchase Order Line Item page after a prior update. The receiving section and related action bar options (e.g., Quantities Received) now display correctly for these users without needing broader resources such as Super User. Receiving History remains available from Purchasing > Entry & Processing > Miscellaneous > Receive Ordered Materials as before.

EFIN-137056

PO Conversion – Terms field incorrectly populated with "DESTINATION”

When using the Purchase Order Conversion tool (eForms & Tools → Conversions → Financial → Purchase Orders), the Terms field was populated with "DESTINATION" instead of the value from the conversion file or the default "NET 30 DAYS". This occurred when the Freight field was left blank in the conversion file.

EFIN-140598

Fixed Vendor name display on the Batch Accounts Payable page

The Batch Accounts Payable page has been updated to correct an issue with the vendor name display. Previously, when a user clicked on a batch (which navigated to the first line of the batch) and made updates, it would incorrectly display the vendor name from another line. This issue has now been resolved.

EFIN-143257

Fixed Asset G/L Distribution - Corrected validation, help text, and error messages for Organization and Account fields

Previously, in Fixed Asset G/L Distribution (Menu path: Fixed Assets, Entry & Processing, Fixed Assets, Asset Information), Organization and Account fields showed incorrect validation behavior. A false error, "Budget unit not on organization chart or no security access," appeared when only the Depreciable checkbox was checked, even though Organization and Account are not required in that scenario. Help text also referenced outdated terms ("depreciation cost center" and "depreciation cost account"). When the Post to GL option was checked, and the required fields were left empty, there was no immediate validation feedback.

After the fix, Organization and Account are required only when Post to GL is checked, and their labels now display an asterisk (*) to indicate this. Help text and warning messages have been updated. Users now receive immediate validation feedback when required fields are empty.

EFIN-143629

Fixed Detail Expenditure Status report which included information from other years

Previously, when users generated the Detail Expenditure Status report using search criteria from a previous year, the report pulled data from other years. After the code fix, users will receive data that matches the entered search criteria when generating the report.

EFIN-144991

Personnel Budgeting Pay Rates - Incorrect Position on Budget Distribution Records

Fixed an issue in Personnel Budgeting Pay Rates where adding a pay rate for a non-position-controlled job class could incorrectly save a position value from a previously viewed position-controlled job class. This caused incorrect position data to appear on the Detail Expenditure Budget Report after the Salary and Benefits Calculation was run. Sites affected by this issue should clear the incorrect position values by updating the affected pay rates in personnel budgeting through Employee Rate Information. After the pay rates are updated, re-run the Salary and Benefits Calculation to correct the report data.

EFIN-145774

Bug fix for fatal error in AR specific section of Redistribution Process.

In Payroll Redistribution, corrected a fatal error that only occurred for Arkansas districts. The error occurred when the Preview Action Bar option was selected after selecting a distribution record to redistribute and entering new organization information.