February 2024 Monthly Release - 20.11.67 (January 26)

EFIN-113364

Reduced Log Level To Improve Software Performance

The level of logging for the core application has been reduced to recommended levels to improve software performance. 

EFIN-112864

Budget vs Actual KPIs Loading on Dashboard

For some users, the Budget vs Actual KPIs were taking a long time or failing to load on the CFO, Principal or My Dashboard. This has been resolved by optimizing the queries that load the panels.

EFIN-112690

Advanced Workflow Approval .xlsx and .docx Attachment Downloads

When using Advanced Workflow for approvals, an approver can download .xlsx and .docx files from the list or detail page. Previously, Advanced Workflow only allowed .pdf and .jpg files to be downloaded.

EFIN-112452

Integration: Records Direct Deposit Update Populates Bank Routing Number in Effective Date Changes

In Human Resources, Effective Date Changes for Deductions, when data is received from Records, an issue was discovered where the bank routing number was not included, and an error occurred when a user tried to post the deduction record. This has been resolved. The routing number will be populated on the deduction record from the bank code used on the record, and the record will post without an error.

EFIN-112323

Miscellaneous Billing Print Statement Page Aligned Fields and Labels

In Billing & Receipts, Miscellaneous Billing, Customer, Customer Information, the Print Statement page has been updated to align the fields and field labels.

EFIN-112214

Employee Access Center (EAC) Email Notification for Tax Information Changes Removed Incorrect Statement

In EAC, when an administrator sets Email Notification Setup Identifier 2616, Notify Employee on Update, to B - Both, the body of the email that was generated contained an incorrect statement: The employee cannot be notified of this update because the email address is blank or invalid format.

The statement was present even though the correct email notifications were sent and received. The statement has been removed from the email.

EFIN-110150

Log File for Action Bar Imports Contained Incorrect Errors

On multiple pages that have an Import option on the action bar (examples include Fund Accounting, Batch Journal Entries and Human Resources, W2 Processing, Employee W2 File Update, Import Box 12 or 14), the error reports included errors related to window handling during the import process.

Incorrect errors included:

• Window is already open

• You cannot Close, Clear, or make Current an unopened window

The imports were processing and completing successfully. These errors have been addressed and will no longer appear in the log file.

EFIN-109426

Batch Position Control Add New Position Field Allows Special Characters

Batch Position Control has been updated to allow the characters space, dash (hyphen), and & (ampersand) in the position field.

EFIN-112131

Corrected Minor Usability Issues on 1095 Maintenance Setup Employer Page

In Human Resources, Affordable Care Act, 1095 Maintenance, on the Setup Employer page, we corrected several minor usability issues that were found during internal end-to-end testing.

EFIN-111044

W2s, W2Cs and 1099Rs Minor Usability Issues Corrected

Corrected minor usability issues discovered during internal end-to-end testing of W2s, W2Cs, and 1099Rs.

EFIN-110071

CRDC 2021-22 New Fields for Employee Location Maintenance, Load, and Reports

We have modified the Civil Rights Data Collection for the 2021-22 reporting to restore previously reported fields and add new fields according to the latest requirements. FTE counts for first-year teachers, second-year teachers, and teachers with 10-day or more absences are included again for 2021-2022 and beyond. New fields have been added for certified teachers endorsed in specified areas (mathematics, science, English as a second language, and special education). The counts for current year teachers are now disaggregated by gender, ethnicity, and race. All fields restored or added are considered optional for the 2021-22 report.

The load has been modified to include the new fields for 2021-22 and later. The FTE counts by subject are not calculated during the load at this time but will be included in a future release for the 2023-24 report. Until then, manual entry of those fields is available for optional reporting. The new teacher counts by gender, ethnicity, and race are calculated using the sex at birth, ethnicity, and race fields.

The Excel hard copy report and the electronic file have been modified to include the new fields when the year is 2022 or higher, as well as retaining the original hard copy and electronic files for 2018 and 2021.