December 2024 Monthly Release 23.10.14 (December 13)

EFIN-122396

2024 W2 Updates - Box 12 Code II - Income from Exclusion of Medicaid Waiver Payments.

Human Resources > Periodic Routines > Year End > W2 Processing and W2C Processing.

EFIN-124445

1095 Electronic File Updates for Tax Year 2024

The namespace references are now updated from “ty23” to “ty24” and invalid characters will be removed from ForeignProvinceNameType or ForeignProvinceNm, allowing only alphanumeric characters in the 1095 electronic file.

EFIN-123259

Improvements to the W2 & W2C Electronic File Detail Reports

We have made several improvements to the detail reports generated when running Human Resources > Year End > W2 Processing > Create Electronic File and Human Resources > Year End > W2C Processing > Create Electronic File. The W2 detail report now accurately reflects what is being reported on the electronic file by including the RO and RU records, as well as several fields on the RW record that were not previously included in the report. The W2C detail report also now accurately reflects what is being reported on the electronic file by including the RCO and RCU records, as well as several fields on the RCW record that were not previously included in the report.

EFIN-122640

1099-MISC, 1099-NEC, and 1099-G Form Updates for Tax Year 2024

All 1099-MISC, 1099-NEC, and 1099-G forms have been updated with the 2024 tax year formatting changes and current instructions on the back.

EFIN-124368

Added Fields to 1099-INT Screens, Reports and Printed Forms

The following fields, as defined by the IRS, have been added to 1099-INT processing: market discount, bond premium, bond premium on treasury obligations, bond premium on tax-exempt bond, and FATCA filing requirement.

They can be edited on the 1099-INT maintenance page and will be printed on the Edit List and included in the electronic file and related reports. They will also be included on the printed forms. The 1099-INT setup page also now includes the new amount fields.

EFIN-103429

View what business rule is executed for Attendance records from SmartFind Express (SFE)

We have introduced the ability to see what business rule is executed in eFinancePlus for Attendance records generated from SmartFind Express (SFE) on both the Attendance screen and Substitute Information screen so users can quickly verify that the correct business rule was executed.

EFIN-124884

Advanced Expense Workflow: Destination State and City fields are mandatory

The "Destination State" and "Destination City" fields in the Expense Request form are now mandatory.

EFIN-122287

Export Tool masking Social Security numbers for users with appropriate security resource.

The Export Tool was not aligned with the same security resource logic as other sections of eFinancePlus. As a result, employee Social Security numbers were being exported as masked numbers, regardless of the security resources assigned to Human Resources staff. We have updated the logic of the Export Tool to ensure it follows the same security resource protocols as other areas of eFinancePlus.

• Human Resource Staff with security resource codes 295 or 296 can view, or export unmasked Social Security numbers

• Human Resource Staff without security resources can view or export what is defined in the eFinancePlus “masking method” setting

EFIN-124579

Absence records from SmartFind Express not appearing in eFinancePlus.

Resolved an issue where absence records created by employees in SmartFind Express (SFE) were syncing to eFinancePlus but were not visible on the eFinancePlus Attendance screen.

EFIN-124121

1099 - Secondary Payee Name issue corrected in the Create 1099 Work File for 1099-MISC and 1099-NEC

Fund Accounting > Periodic Routines > Periodic Processing > 1099 Processing

A vendor was added/updated in the Maintain 1099-MISC Work Files or the Maintain 1099-NEC Work Files options to have a Secondary Payee Name. The updated vendor remained as expected if the Create 1099 Work File option was run again and the Drop Current Records was unchecked. However, the Secondary Payee Name from that vendor was on every created vendor. This has been resolved so only the vendor that remained in the Maintain 1099-MISC Work Files or the Maintain 1099-NEC Work Files options has the Secondary Payee Name. The newly created vendors will have this field blank since the field is not stored in the Vendor List.

EFIN-124998

Errors when employees update information in Employee Access Center (EAC).

Resolved an issue that occurred when employees attempted to update their information in the Employee Access Center (EAC). Instead of successfully saving their changes, they encountered the following error message: “The field BaseLocation must be a string with a maximum length of 4.”

EFIN-121837

Fix Employee Mobile App paystub to display correct amount of rows.

The Employee Mobile App Paystub in the EFP Mobile App is currently experiencing an issue where all items for deductions are being doubled for all users. This issue is isolated to the mobile app and does not occur when accessing the paystub from a computer browser. The problem is specifically noted in the EMA Paycheck Voucher, where duplicate deduction descriptions are displayed with one set showing a 0.00 amount in the Current column but an amount in the Year to Date column. The totals in the Year to Date column for Employee Deductions and Employer Contributions reflect the sum of all amounts listed resulting in incorrect totals. The EAC Paycheck Voucher, on the other hand, does not exhibit duplicate entries. The rows and totals are now displaying correctly in Employee Mobile App.

EFIN-122729

Fixed error in Batch Receipts with Interfund On and Full Account Off

Previously, in the Fund accounting, Entry and Processing, Receipts, Batch Receipts page, when using interfund accounting but not using full account structure, the cash account field allowed input, resulting in errors on validation. The page was changed so the cash account will automatically default from the cash account in the Fund Accounting profile and will not allow input.

EFIN-123832

New Hire deductions being skipped after Direct Deposit form data was synced to eFinancePlus

Resolved an issue where the "Number of times" configuration value in eFP was set to zero for new hire employee deductions when the Direct Deposit form data synced from Talent Records, resulting in skipped deductions.

EFIN-123007

On a few Fund Accounting reports in Advanced Search, the operations drop-down list was empty

When using Advanced Search and selecting fields from the Account list or Organization chart, a few users had no values in the operations drop-down list. The expected values for this field are Equal, Not Equal, Starts With, etc. This issue has been corrected and the operations drop-down displays values as expected.

EFIN-123511

Beneficiaries Not Displaying in the Employee Access Center During Open Enrollment

Fixed an issue where employee beneficiaries were not visible in the Employee Access Center (EAC) during the benefit open enrollment period.

EFIN-124168

Corrected the Create 1099 Work File to drop the dash while loading the zip code.

The Create 1099 Work File has been updated to remove the dash when loading the zip code.

EFIN-124273

W2C Federal Tax ID Number field modified to be multi-select

Human Resources > Periodic Routines > Year End > W2C Processing

On the "Create Electronic File" page of W2C Processing, the Federal Tax ID Number field has been modified to allow individual or multiple employer control numbers to be selected. Leaving the field blank will include all employer control numbers in the electronic file. This is consistent with the Create W2 Electronic File page within W2 Processing.

EFIN-124366

1099-G Electronic File Summary Worksheet corrections.

The field labels on the 1099-G summary report have been updated to correspond with those on the 1099-G Work File maintenance screen.
Box 5's label has been changed from ATAA to RTAA, and the respective help text has also been updated.

EFIN-124367

1099-MISC Electronic File Summary Worksheet corrections.

Fund Accounting > Periodic Routines > Periodic Processing > 1099 Processing > Create 1099 MISC Electronic File

Updated the 1099-MISC summary report to have the field labels match the 1099-MISC Work File maintenance page. Also, to be consistent with the 1099 NEC electronic file summary report, added the State Income and State Income Tax fields with (Not Reported) if they are not required/reported on the electronic file.

EFIN-113000

Effective Date Changes showing the user as Operator instead of EAC

Fixed a bug in eFinance Plus where Effective Date Changes for demographics displayed the user as the Operator instead of the Employee Access Center.

EFIN-108799

SSO - Some newly created users for eFinancePlus, were unable to access any screens.

When the district is using single sign on (SSO), some new users were able to log in but were unable to run eFinancePlus. This has been corrected.

EFIN-125094

General ledger Transactions not included in report

When the transaction status report is printed, general ledger transactions were not included in the report. This has been resolved to include all the transaction that meet the selection criteria.

EFIN-124940

In the Auto-Step process, skip employees when the job class on their pay rate is not associated with a salary schedule

During Auto-Step process, skip employees that have a step on their pay rate but no salary schedule associated with their job class. Report this error on the Auto-Step report.

EFIN-124492

Requisition throwing error while converting to PO

When a requisition that doesn’t need approval is saved, user was getting error when system tries to auto convert the Requisition to PO. This has been fixed.

EFIN-124491

1099-R Electronic file duplicating data in positions 163-174

Corrected the 1099-R electronic file to report the gross distribution as the IRS distribution only when the employee has been enabled for IRA/SEP.

EFIN-124405

Pre-calculation Excel file not being generated when special characters exist in vendor name

The system now successfully generates an Excel file when running the precalc on a pay run and selecting the "Separate Worksheets by Vendor" option. The issue was resolved by removing special characters within the Vendor Name when running this pre-calc option.

EFIN-124388

Database Backup for Future Pay Rates Post has been updated to include revised wording on the Post page.

The feature "Database Backup for Future Pay Rates Post" has been updated to include revised wording on the Post page. When users initiate the process of posting future pay rates in Human Resources > Periodic Routines > Post Future Pay Rates > Post, they will now be prompted to create a full database backup before proceeding. The updated message emphasizes that posting future pay rates will overwrite current pay rates and immediately impact pay runs, with no option for reversal. Users are advised to click Post to update employee pay rates or Cancel to abort the post. The new wording stresses the importance of making a full database backup before posting to allow for restoration in case of errors.

EFIN-124126

Import Tool: Job fails for FAM Orgn import if only update check box is selected.

In System Administration, Administration, in the Import Tool, an issue was identified when importing information into the Organization Chart, a Fund Accounting Reference Table. If a user selected the Update checkbox but not the Insert checkbox in the Select File wizard, an error would occur. This issue has now been resolved, allowing users to successfully import Fund Accounting Organization Chart data to update existing records.

EFIN-123418

W2C Issue: RCW Record Discrepancies for Positions 1003, 1004, 1007, and 1008.

The issue specifically pertains to the W2C records for an employee on the Tips tab. The RCW record on the electronic file was only reporting correctly for the Retirement Plan check box (Positions 1005 and 1006). The Statutory Employee and Third Party Sick were reporting blanks in positions 1003, 1004, 1007, and 1008 even when there was a change. This issue has been resolved. The Statutory Employee, Retirement Plan and Third Party Sick fields are only reported on the sequence 0 W2 record, so they are only valid for the W2C changes on the sequence 0 record.

EFIN-96625

Distribution window alignment updated in legacy Requisition Approval Detail page

On the legacy Requisition Approval Detail page, the Distribution window, which is used for checking account balances and is accessed from the Action bar, has been modified so that the users no longer need to scroll to view the full amount in the Account Balance column.

EFIN-124654

Transaction not linked correctly in G/L Audit Trail report

In Fund Accounting, Reports, Audit Trial, General Ledger Trail, when the Fund Accounting Profile setting for Fund Only is unchecked and an account payable entry is posted against a liability account, the transaction was not linked to the correct liability account. This caused the General Ledger Audit Trail report to display an out of balance message even when debits and credits went through valid accounts, This has been corrected to link the valid transaction to the correct balance sheet accounts.

EFIN-116897

In EAC, corrected issue with direct deposit attachments not transferring over Effective Date Changes and Employee Information.

The change involves adding an attachment for direct deposit changes in EAC. Users experienced issues with the attachments not transferring to Effective Date Changes and Employee Information. This has been corrected.

EFIN-122888

New eFinancePlus - PowerSchool SIS Integration Safeguards

We have implemented new safeguards for the eFinancePlus/PowerSchool SIS API integration to prevent a human user from accidentally modifying or entering a PS SIS ID that is already used by another employee.

• Added the ability to enable/disable read-only mode on the PS SIS Number UI field on the Employee Information screen

• Added a duplicate check to the Employee Information screen that will alert the user if the PS SIS ID is already being used

Navigation Path: Environment Maintenance → Select a Business Entity → Select a Profile → Profile Details → SIS Integration Settings