January 2025 Monthly Release 23.10.15 (January 10,2025)

EFIN-125878

Advanced Workflow: Editable Group Name and Role Name Fields in Groups and Roles management screens

We have introduced the ability to edit the Workflow Group Name and Workflow Role Name fields directly within the Workflow Groups and Workflow Roles management screens. This update allows administrators to efficiently update or correct these fields without requiring additional steps or support.

Key Features:

• The Group Name field on the Groups Screen and the Role Name field on the Roles Screen are now editable for existing groups and roles.

• Existing validation continues to ensure no duplicate names for groups or roles within the system and enforces character limits (150 for group name and 100 for role name) and formatting guidelines.

• Invalid inputs or duplicate entries will trigger immediate error messages, ensuring smooth updates.

• Changes to Group Name or Role Name will automatically update all dependent configurations or mappings.

• A confirmation prompt will appear before saving changes, warning users about the potential system-wide impact of renaming groups or roles.

EFIN-122527

Resolved Issue with PR to PO Conversion and Routing to Advanced Workflow

Fixed an issue where a fully approved Purchase Requisition (PR) that is converted to a Purchase Order (PO), failed to route to Advanced Workflow for approvals. The process now works seamlessly, ensuring successful routing to Advanced Workflow.

EFIN-124127

Resolved approval groups not getting displayed in the dropdown.

Some entries from Accounts Payable tab in Fund Accounting Profile were not being displayed in the Drop-down, unless more entries were added to the Budget Transfer/ Adjustment tab. The options under the Accounts Payable tab will now be displayed in the drop-down irrespective of number of entries in the Budget Transfer/ Adjustment tab.

EFIN-124839

Resolved Issues with Employee Base Location Updates and User-Defined Page Imports in the Import Tool

There are two issues identified with EFIN-124839.

1. Employee Base Location Not Updating:

   1. When importing updates for the base location, if the location value is set to 0, the employee records do not update and retain their previous values. However, this issue does not occur when a location other than 0 is used.

2. Error with User-Defined Page Import:

   1. Attempts to import data into a user-defined page (Page Number: 31999) when an empty space was involved which wasn’t handled correctly.

Both issues have been resolved.

EFIN-120342

Vendor sending data in base64 encoded format

Vendor sending Punch-out data in base64 encoded format is now handled to process the requisition through the application.

EFIN-123456

Batch Payables Edit report to excel now prints the single/print check flag column correctly.

In Fund Accounting, Entry & Processing, Payable Entry, Batch Accounts Payable, when the Batch Payables Edit Report was run with the sort option as Vendor Name Order and was output to Excel, an issue was observed. The file generated was missing the single/print check flag column and the values for that column were appended to the
vendor name column. This issue has now been resolved.

EFIN-123912

Fixed the SQL error on the Change Order page when amount set to ZERO.

Corrected the error that occurred while inserting the transaction when a PO was added in the change order with a positive amount.

EFIN-124362

Manual Checks now not causing out of balance issues.

Corrected the issue, in manual check process, when entering or modifying a budget unit, it was causing the General Ledger Audit Trail reports to give out of balance warnings.

EFIN-126036

Prevent fatal error on ACA Hours Tracking Calendar Days Load.

The ACA hours tracking load for calendar days loads all active pay rates, which could potentially load incomplete pay rate data if pending employees' pay rates were missing the pay group, pay code, or job class. These incomplete pay rates are now excluded from the calendar days load in ACA hours tracking.

EFIN-126523

Multiple Names Displayed with Attendance Data from SmartFind Express.

Fixed an issue where eFinancePlus (eFP) incorrectly displayed multiple Substitute names when attendance records were synced from SmartFind Express (SFE). This bug has been resolved, and eFinancePlus (eFP) now accurately shows the Substitute's first and last names.

EFIN-126589

Fatal Error on eFinacePlus Substitute Information Screen

Resolved an issue that caused a fatal error in eFinacePlus (eFP) when searching for records in the Substitute Information screen when the employee security zone was set to something other than Location (“L”).

EFIN-125465

New EAC Ignoring Configuration Flags for Managing Dependents

We have addressed an issue with New EAC that previously ignored the value of Identifier 2152. As a result, employees were able to add or update dependents with a value of N. New EAC now functions correctly according to the Identifier 2152 value and will permit employees to add or update dependents only if the Identifier 2152 value is Y.

EFIN-122886

Add Accounts Payable entries without any in valid validation errors.

In Fund Accounting, Entry & Processing, Payable Entry, Batch Accounts Payable/ Post Accounts Payable/ Change Accounts Payable, an invalid validation occurred when adding accounts payable. This only occurred when the district is using Full Account and the General Ledger accounts include more levels than fund and account. The system was looking for disbursement GL key organization and accounts payable account from the profile in balance sheet when the expensing account number’s fund is equal to disbursement fund. This has been corrected to skip this validation when expensing fund is equal to disbursement fund.

EFIN-125403

In Student Activities refine Account Field lookup for Location Activity Accounts.

In Student Activities, in the Location Activity Accounts reference table, the Account field's search displayed all accounts, including Asset, Liability, and Equity accounts, allowing them to be linked to a Location Activity Code. After the update, only Expense and Revenue accounts (as defined in the Fund Accounting Profile) are shown. If a user tries to link an account outside these ranges, an error is displayed: "Account must be in the expense or revenue account range."

EFIN-122131

Resolved Description being blank in the Enhanced Trial Balance Report.

In the Enhanced Trial Balance Report, ledger titles were not displayed for entries that did not exist in the expenditure, revenue or general ledger for the current fiscal year, even though the ledger record existed for the year the report was run. Coding changes were made to resolve this issue.