August 2025 Release 23.10.22.0 (August 1, 2025)

EFIN-118043

Streamlined Purchase Requisition Approvals with Advanced Workflow Enhancements.

We’re pleased to announce robust enhancements to the Purchase Requisition Workflow—seamlessly integrated with the purchasing module and now equipped with powerful new features that offer greater flexibility, improved visibility, and a more streamlined approval experience. This enhanced workflow supports individuals and departments in submitting requests for supplies, equipment, or services, which can then be reviewed, approved, and efficiently converted into purchase orders.

Key Enhancements in this Release:

• Unlimited Approver Levels

  • No more constraints—define as many approval levels as needed.

  • A major improvement over the legacy limit of five.

• Conditional Approvals Based on 100+ Parameters

  • Approvals can be driven by over 100 requisition fields, including account-level approvals.

  • This level of conditional routing was not supported in the legacy system.

• Line-Level Workflow Routing

  • Each line item in a requisition can follow a unique approval path based on charge item tagging—supporting detailed, granular control.

• Consolidated Approver Notifications

  • Approvers now receive a single email summarizing all pending requisitions over an interval, reducing inbox clutter and enhancing clarity.

• Budget Exceed Alerts

  • Real-time alerts on the approval screens inform approvers when requisitions exceed budget thresholds—empowering better financial oversight.

• Flexible Approval Actions

  • Requisitions can be approved, denied, or marked as needs correction—at both header and line levels.

  • Bulk actions are also supported for these actions.

• Delegation at Header and Line Levels

  • Delegation of pending approvals is now available at both header and line levels—via both approval list and detail screens.

• Enhanced Approval History Visibility

  • Requesters and authorized users can view the approval history and pending approvers using the improved Approval Status button.

  • Approvers can also view prior approval actions taken in the sequence using the approval detail screen option.

• Post-Approval Notifications

  • Optional post-approval emails can be sent to non-approvers, who could proceed with the downstream activities.

  • If a Purchase Order is generated, its number will be included in the notification.

EFIN-123624

Streamlined Expense Approvals with Advanced Workflow Enhancements

The Employee Expense Workflow empowers employees to initiate expense requests, which are subsequently subject to review, approval, and issuance of checks to the employees. With this release, the workflow is now more intuitive, transparent, and configurable—supporting better decision-making and faster processing for both employees and approvers.

Key Enhancements in this Release:

• Convenient Access & Submission

  • Employees can initiate and submit expense requests directly from the Employee Access Center (EAC), with the ability to attach files, add comments, and save drafts before submission.

• Flexible Configuration & Smart Defaults

  • Administrators can define available expense types and categories in eFinancePlus.

  • Employee Vendor IDs are auto-generated during submission if not already present, reducing manual intervention.

• Improved Tracking & Visibility

  • Requesters can track the real-time approval status of their expense requests via the expense list screen.

  • Approvers now see the employee number in the approval list for better visibility and filtering.

• Advanced Approval Capabilities

  • Approvers are determined dynamically based on any field in the expense request.

  • They can review and act on requests from both EAC and the core system.

  • Approvers can also edit requests and save as draft during review, enabling more flexibility before taking a final action.

• Informed Decision-Making

  • Budget exceed warnings are clearly displayed on the approval list and detail screens to assist in making informed approval decisions.

• Delegation at Header and Line Levels

  • Delegation of pending approvals is now available at both header and line levels—via both approval list and detail screens.

• Post-Approval Automation & Transparency

  • Upon final approval, a payable record is automatically created, accompanied by a formatted expense report for processing.

  • A complete audit trail captures any changes made after the initial submission, along with full approval history accessible to both requesters and approvers.

These improvements not only streamline the workflow experience but also enhance auditability, reduce delays, and provide greater control for districts managing employee reimbursements.

EFIN-125546

Streamlined Leave Management with Advanced Workflow Enhancements

The Leave Request workflow allows employees to initiate leave requests, which are then subject to review, approval, and subsequent reflection in the employees' leave balances. This streamlined process ensures transparency, flexibility, and compliance with district-specific policies, offering a seamless experience for both requesters and approvers.

Key Features Included in this Release:

• Employees can submit leave requests directly from the Employee Access Center (EAC).

• Supporting documents can now be attached in addition to notes when submitting a leave request.

• Approval routing is fully configurable based on district-defined business rules.

• Employees can track the current status of their previously submitted leave requests.

• Leave requests can be canceled, with leave balances automatically updated upon cancellation.

• Approvers are notified when a previously approved leave request is canceled.

• Once approved, leave requests are automatically posted to attendance records or timesheets.

• Delegation is supported on both the approval list and detail views, allowing backup approvers to take timely actions.

• Warning messages are displayed on the approval list screen where applicable, helping approvers make informed decisions.

• Approvers can review and act on requests from both the Employee Access Center and the core system.

• Complete leave request history is accessible to both employees and approvers.

• Post-approval notifications can be sent to users who are not part of the approval chain, enhancing visibility and communication.

This update brings greater visibility, accountability, and efficiency to managing employee leave requests within your organization.

EFIN-125547

Streamlined Employee Termination with Advanced Workflow Enhancements

The Employee Termination Request workflow enables a school district to initiate employee terminations, manage the approval process, assign and track associated tasks, and notify internal staff about an employee's termination. This workflow ensures a structured and coordinated offboarding experience across departments, reducing manual follow-ups and minimizing compliance risks.

Key Features Included in this Release:

• Requesters can initiate a termination from both the Employee Information screen and the e-Forms & Tools section.

• Real-time visibility into the progress of submitted termination requests is available to the requester.

• Termination tasks (e.g., exit interviews, disabling access credentials) are automatically assigned based on the workflow setup, with email notifications sent to each task owner.

• Multiple departments can complete their assigned termination tasks in parallel, streamlining the offboarding timeline.

• HR staff and other authorized users can view the real-time status of all termination-related tasks for a given employee.

• Supporting tasks and approval details are visible both in the dashboard and via email alerts for ease of follow-up.

• Approvers can review and act on termination requests through both the Employee Access Center (EAC) and the core system.

• Delegation is supported on both the approval list and detail views, allowing backup approvers to take timely actions.

• Post-approval notifications can be sent to users outside the approval chain, enabling better coordination.

• Workflow Administrators are alerted if a terminated employee or terminated task actor is still assigned as an approver, ensuring prompt cleanup.

• Upon final approval, all active pay rate records are updated, without any manual intervention, with accurate dates as follows,

  • Last Day Worked value in the Contract End Date and

  • Last Day to Pay value in the Pay End Date
    (Note: The correction of pay rate dates is available in version 23.10 only when the Advanced Termination Workflow is enabled. Starting from version 25.7, this correction is available regardless of workflow enablement.)

This enhanced workflow enables school districts to manage terminations with confidence, ensuring transparency, compliance, and timely action across all teams involved.

EFIN-125548

Streamlined Journal Entry with Advanced Workflow Enhancements

The Journal Entry Workflow allows school districts to create, route, and approve manual entries before posting them to the General Ledger, ensuring accuracy, compliance, and auditability of financial records. With this release, districts benefit from enhanced visibility, flexible approval logic, and real-time tracking, simplifying the journal entry lifecycle from initiation to posting.

Key Features Included in this Release:

• A streamlined approval process eliminates legacy limitations, enabling timely decision-making and ensuring data integrity.

• Initiators can now track the progress of their journal entries directly from the batch screens until full approval is received—regardless of where the entry was created.

• Flexible configuration allows account-based approvals to be placed at any approval level or skipped entirely.

• Approvals pending action are easily accessible through the dashboard and are also communicated via email alerts.

• Approvers can review and take action on entries from both the Employee Access Center (EAC) and the core financial system.

• Real-time budget exceedance indicators are available to approvers to help guide decision-making.

• A detailed approval history captures every step in the approval process, promoting accountability and enabling full traceability of changes.

• Once journal entries are posted, the complete audit history remains accessible through the Display Journal Entries screen.

• Built-in validations and error-handling throughout creation, routing, and post-approval steps ensure only accurate journal entries reach the General Ledger.

• Delegation support is available on both the approval list and detail screens, ensuring continuity during approver absences.

This release reinforces financial governance by combining transparency, flexibility, and compliance, helping districts maintain accurate and auditable records with greater confidence.

EFIN-133001

Corrected Error Message for Missing Account Number in Purchase Orders Entry Screen When Full Account Is Turned On.

An incorrect error message displaying “Organization is missing” was previously displayed on the Purchase Order screen when attempting to save a Purchase Order with Full Account enabled and no account number entered. This has been corrected to display the appropriate error message.

Purchasing, Entry & Processing, Purchase Order Processing, Purchase Orders

EFIN-128484

Corrected Invalid Error on Batch Receipt Edit List Report.

In the Batch Receipt Edit List report, the system incorrectly displayed the message "Missing Specified Required Project" when the project was not set to be required on the Organization Chart. This has been corrected to remove the invalid error message that appeared on the report.

EFIN-127831

Cognos Single Sign-On.

We have resolved an issue where the Cognos Single Sign-On (SSO) link was not allowing users to sign into Cognos from the eFinancePlus (eFP) Billing & Receipts Menu.

EFIN-126958

Removed Error Message on PO, Encumbrance & Commitments Screen.

Screen Navigation: Fund Accounting, Entry and Processing, and PO, Encumbrance & Commitments.

An incorrect error message is generated when tabbing through fields on the PO, Encumbrance & Commitments screen, specifically, when tabbing past the activity field. This behavior has been corrected, and the error message will no longer be produced.

EFIN-132861

Corrected Display on Purchase Order Line Item Percentage Field.

When creating a requisition charged out evenly to three budget codes using the amount distribution method, the subsequent purchase order would incorrectly display a zero percentage distribution on the third line item. This issue has been corrected, and purchase orders will display an even distribution as expected.

EFIN-127058

Unable to Remove Substitute from Vacancy in eFinancePlus.

Fixed an issue in eFinancePlus (eFP) where a substitute was removed from a Vacancy in SmartFind Express (SFE) because the substitute became unavailable, and the Vacancy record was not deleted. This prevented another substitute from being assigned to the available employee Vacancy and caused the original substitute to be paid for days they did not work.