July 2024 Monthly Release - 23.10.9 (July 3)
The 23.10.9 release is expected for the following date:
On-premise - July 3, 2024
Cloud - July 6, 2024
New Features
Reference | Area | Release Note |
|---|---|---|
EFIN-119306 | Future Changes Job Class reference table menu removed | In Human Resources, Reference Tables, Future Changes, the menu option for Job Classes has been removed temporarily while we address issues associated with compliance reporting for several states. |
EFIN-119305 | Import Tool: Human Resources Job Class import removed | In the Import Tool, in the Import Area: Human Resources Reference Tables, you will no longer be able to select and import records for the Job Class table. An issue was discovered where the information for compliance reporting associated with the Job Class table is not created during the import. We are evaluating the impact of this issue. |
EFIN-118534 | Advanced Workflow consistently displays Leave Type details for the requester and approver | For districts using advanced workflows for leave requests, it was discovered that there was inconsistency in the display of the pay code and pay code title information. For approvers, the label of Other was used. This has been resolved. The pay code and title now display consistently for the requester and on the approval page and in email notifications for the approver. |
EFIN-118411 | New version of FourJs License Manager | A new version of the FourJs License Manager (FLM) has been released to fix issues with licensing errors that a few districts were experiencing.
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EFIN-116941 | Advanced Workflow setup added to Import and Export Tools | We have released enhanced import and export functionality for Advanced Workflow setup configurations. As a Workflow Administrator, you can now efficiently export and import Advanced Workflow data including roles, groups, and applications between different profiles, ensuring accurate updates. This update streamlines administrative tasks, reduces manual intervention, and improves data management. Users can perform the export and import specific to each workflow. Points to note:
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EFIN-116435 | Import Tool: Improved error messages | In the Import Tool, error messages were improved to make them easier to understand for the Import Areas:
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EFIN-114323 | Pay rates can be entered and updated in advance for future use | The Future Pay Rates feature allows districts to enter and update pay rate information for the new fiscal or school year based on an effective date and timely post of the new pay rates. You can load and enter pay rates for a future pay run well in advance without impacting current payroll. This feature provides a staging area for future pay rates where you can check for accuracy and make adjustments. The changes are only applied after they have been posted to current employee pay rate records. By storing this information to post on a selected date, it alleviates the need to make all of the updates in the compressed time between the last pay run on one rate and the first pay run on a new rate. Features include:
Refer to the online help for more details. |
EFIN-79680 | Employee Access Center (EAC) Benefit Enrollment setup minimum and maximum annual amount fields corrected | In EAC Administration, in Benefits Enrollment setup, if Employee Enters Annual Amount is selected, the Minimum and Maximum Deduction Amount (Annual) fields have been correct to allow up to 10 digits before a decimal and 2 digits after the decimal, and the maximum amount matches the corresponding deduction. Negative values cannot be entered. |
Resolved Issues
Reference | Area | Release Note |
|---|---|---|
EFIN-119055 | Student Activities checks print without error related to check register and cash requirements | In Student Activities, Student Activity List, after selecting a transaction and selecting Options, then Print Checks, an error was occurring when the Check Register and Cash Requirements reports were generated during the print process. The error was caused by an invalid path used for temporary data storage. This has been corrected. |
EFIN-118641 | Vendor Punchout (VPO) Equal Level orders | When attempting to send a completed and printed VPO purchase order to a vendor, an error occurred while validating the XML payload. The error was due to a site-specific configuration issue which has been corrected. The log process has been updated to report more details about a failed validation. The Update Vendor Definition page was updated to require the field Address 2 for Equal Level orders. A message was added to inform users of the required field. |
EFIN-118583 | Advanced workflow approval email links direct to single sign-on (SSO) or non-SSO correctly | For districts that use advanced workflow, previously the approval links provided in email notifications directed to non-SSO pages, even if the district is set up to use SSO. This has been corrected and the links now direct SSO users to SSO pages, and non-SSO users to non-SSO pages. |
EFIN-118537 | Import Tool: Employee user-defined page numeric fields support decimal values | In System Administration, Administration, in the Import Tool, for an Employee Information import, when attempting to import information for an employee user-defined page, an error occurred for numeric fields if a decimal value was included in the import file. This has been resolved, and decimal values will now import. |
EFIN-118491 | Integration with Smartfind Express (SFE): Bulk sync of leave banks | For districts that have SFE integration enabled, the bulk sync of leave bank information was not being sent correctly to SFE due to an incorrect conversion. When a user edited and saved leave bank information in Human Resources, Employee, Employee Information, the leave bank was not updating in SFE, and resulted in an incorrect number of available days. This has been corrected. |
EFIN-118451 | Import Tool: Contract limit is populated when importing a pay rate | In the Import Tool, when importing a contract position pay rate as a pay rate insert, the contract limit amount was not consistently populated with the annual salary. The contract limit is now populated with the calculated annual salary if the contract limit value is 0.00 in the import file. |
EFIN-118415 | New Employee Access Center (EAC) prior year W2s | In new EAC, a data issue prevented prior year W2s from being displayed for employees. This has been resolved. |
EFIN-118370 | New Employee Access Center (EAC) employees can display and print paycheck vouchers | In new EAC, an issue was discovered where some paycheck vouchers did not display and an error indicated to contact the system administrator. This has been resolved. |
EFIN-118362 | ESSA import populates Budget Preparation revenue and general ledger titles | In e-Forms and Tools, ESSA, the ESSA Budget Preparation import now populates revenue and general ledger titles from the organization and account titles when loading the ledger records. Previously, the load was failing because the load process did not accommodate the titles. |
EFIN-118325 | New Employee Access Center (EAC) paycheck voucher displays bank information | In new EAC, paycheck vouchers did not display the bank name. This has been resolved. To display the bank name, in System Administration, Profiles, Human Resources profile, on the Payroll tab, in the Pay Check Print Options section, Dir Dep (Direct Deposit) Deduction on Vouchers must be selected, and the Paycheck Form must be E - Extended or R - Extended with Rate. |
EFIN-118279 | Integration with SmartFind Express (SFE): Budget unit and account assignment | When integrated with SFE and not using full account format, an issue was discovered in pay run processing where the system defaulted to the employee budget unit and account instead of the budget unit and account assigned in the substitute’s job class. It was caused by an attempt to translate the account mask structure, even though full account format was not enabled. This has been resolved and payroll now uses the budget unit and account sent from SFE. |
EFIN-118067 | Check History report fatal error resolved | In Human Resources, Reports, Payroll, the Check History report encountered a fatal error if search criteria included a check that was redistributed and voided. This has been corrected. |
EFIN-118029 | Post Accounts Payable using multiple revenue ledgers no longer cause out of balance | In Fund Accounting, Payable Entry, on the Post Accounts Payable page, if the account distribution contained more than one revenue account entry, the entire amount was getting charged to the last account in the list and resulted in a fund out of balance. This has been corrected. |
EFIN-118003 | Login credential handling for non-single sign-on (SSO) hosted districts | An issue was discovered that impacted hosted consortium districts that do not use SSO, in conditions where the same user is added to multiple profiles within a district. The system now properly validates user credentials against the corresponding district profile, preventing unauthorized access to profiles other than the intended one. When a user enters credentials for a specific profile using the non-SSO URL, the system ensures that the credentials match the profile associated with the accessed district before granting access. This enhancement enhances security by denying access if the credentials do not align with the district profile. |
EFIN-117936 | PCard Receipt Entry purchase order field active when a record is added after editing a record | In PCard Processing, on the PCard Receipt Entry page, an issue was discovered when a user edited an existing record and then proceeded to add a new record. The purchase order field was inactive in this scenario. This has been resolved and the purchase order field is active in the add process. |
EFIN-117842 | Dynamic leave request email identifies links for single sign-on (SSO) | For districts that use SSO and dynamic leave requests, an issue was discovered where links provided in the email that should direct the approver to different pages were displaying the same text for the link, so the approver could not determine which link directed to the desired destination page. This has been resolved, and the links are now uniquely named for the workflow designer, task list, or task detail page. |
EFIN-117841 | Vendor Punchout (VPO) pages added paging option to display orders | In Vendor Punchout on the View My Orders and Orders with Errors pages, an error occurred when there were too many orders to display. This has been corrected by adding pagination if there are more than 10 orders. |
EFIN-117808 | Trial Balance Enhanced Report includes negative checks for revenue accounts | Previously, in Fund Accounting, Reports, the Trial Balance - Enhanced report did not include checks if they had negative amounts and used revenue accounts. This has been corrected, and negative checks entered on revenue accounts are included in the report. |
EFIN-117774 | Billing and Receipts Batch Invoices entry error resolved | In Billings & Receipts, Miscellaneous Billing, Invoices, on the Batch Invoices page, a database error occurred when a user added an invoice and tabbed through the revenue account field on the Line Item Distribution tab. This has been corrected and the error does not display. |
EFIN-117773 | Redistribute Payroll benefit charging | In Human Resources, Periodic Routines, Periodic Processing, Redistribute Payroll, an issue occurred if the user entered the budget code and then clicked Preview without tabbing out of the budget code field. The redistributed wages came from the correct budget code, but the benefits came from a different budget code. This issue has been resolved and the user no longer needs to tab out of the budget code field before clicking on Preview. |
EFIN-117551 | Import Tool updates all leave banks | In the Import Tool, using the Employee Information Import Area to update leave bank information, the values for Leave Bank 3 Taken (3rd Leave Taken in the Employee Demographics template) and Leave Bank 2 Earned (2nd Leave Earned in the Employee Demographics template) were not being updated. This has been corrected. |
EFIN-117548 | Hosted consortium users and User Administration menus | Hosted consortium district profiles have parent and profile site codes. If these codes are not configured properly, then the System Administration, Administration, User Administration menus for User Management and Modify Password Policy do not display. If the menus are not displayed for any user, enter a Support case to resolve the issue. |
EFIN-117431 | New Employee Access Center (EAC): Tax change email notification message updated | For districts using new EAC, the email notification that is sent when an employee submits changes on the Tax Information page has been edited. Previously, it contained a duplicated sentence, and also indicated that changes would be reviewed by Human Resources, when in fact the changes apply immediately. The duplicated sentence and reference to review by Human Resources have been removed from the email text. |
EFIN-117381 | Change Accounts Payables retains change of alternate vendor address | In Fund Accounting, Accounts Payable, Change Accounts Payable, if a user clicked Alternate Vendor and changed the entry, the change was not saved unless there was an additional edit made to the payable. This has been corrected. |
EFIN-117328 | New Employee Access Center (EAC): W2C Medicare wages and corrected taxes display correctly | For districts using New EAC, on the Salary and Benefits, Tax Forms page, W2Cs display all information related to corrected Medicare wages and taxes. Previously, the information did not display under certain circumstances. |
EFIN-117125 | New Employee Access Center (EAC): What If Paycheck Calculator federal taxes align with paycheck worksheet | For districts using new EAC, a discrepancy was discovered in federal tax calculations between the Human Resources, Employee, Employee Information, Actions, Paycheck Worksheet and the EAC What If Paycheck Calculator. This has been corrected and the two calculations now match. |
EFIN-117043 | Integration with SmartFind Express (SFE) accepts blank Percent value | For districts with SFE integration enabled, an issue was discovered if SFE records had nothing entered in the Percent field (blank or null value). It was generating an error when the information was synced. The core software allows a blank in the Percent field. This has been corrected, and the error is no longer generated. |
EFIN-117041 | Advanced Workflow approvals process when using Vendor Punchout (VPO) | Previously, there were issues with the Advanced Workflow approval process when VPO was enabled. The issues have been corrected. |
EFIN-116848 | New Employee Access Center (EAC): Paycheck voucher displays state on employee address | For districts using new EAC, it was discovered that paycheck vouchers did not display the state abbreviation in the employee address. This has been corrected. |
EFIN-116733 | Advanced Workflow optimized user sync for large volume of users | A district with a high number of users experienced an issue when trying to sync users to Tibco. The sync process has been optimized to resolve this issue. |
EFIN-116496 | New Employee Access Center (EAC): Paycheck voucher errors resolved | For districts using new EAC, some paycheck vouchers could not be displayed and resulted in a message to contact the system administrator. The issue has been corrected. |
EFIN-116186 | Employee Access Center (EAC): What If Paycheck Calculator corrections | In both versions of EAC, the What If Paycheck Calculator encountered errors if calculations included items where the title or check title field were blank values. This has been corrected, and the calculator will display No Title Found in these circumstances. |
EFIN-116036 | Batch Receipts page import with project information | In Fund Accounting, Receipts, Batch Receipts, the action bar Import displayed an invalid error message when the import file contained project information (project and project account) on some rows. The error displayed for every row: Must enter Account Number before entering project. This has been corrected. |
EFIN-115698 | Employee Access Center (EAC): Terminated employee login for single sign-on (SSO) districts | For districts with SSO enabled, a dedicated URL allows terminated employees to log in to EAC using their former work email and a password. |
EFIN-115667 | Budget Preparation Recommended Worksheet report formatting for Excel corrected | In Budget Preparation, Reports, Expenditure, Recommended Worksheet, the following formatting issues were fixed when the report is output to Excel:
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EFIN-115375 | Advanced Workflow groups and roles not case sensitive | In Advanced Workflows, previously it was possible to create groups and roles with the same names but different capitalization (upper or lower case characters), which resulted in duplication and inconsistency. This has been resolved. The system now detects and alerts users during the creation about duplicate entries with different case variations. |
EFIN-114721 | New Employee Access Center (EAC) leave request list and calendar display | In new EAC, Leave Information, the leave request list and calendar generated errors and did not load if there was a leave type missing. This has been corrected. |
EFIN-113527 | Post Accounts Payable validation messages when net payable amount is zero | In Fund Accounting, Payable Entry, on the Post Accounts Payable page, validation messages have been added in cases when a purchase order net payable amount is zero. If the payment is a final payment for a purchase order and the net amount is zero, the purchase order will be liquidated. Otherwise, the record will not save and an appropriate message displays. |
EFIN-112387 | Vendor PunchOut (VPO) messages enhanced for session timeout and blank email address | If VPO is opened and left idle in the browser, the VPO session times out. Previously, if the user was on the Start New Order page and clicked Submit to Vendor after the session timed out, it resulted in errors because VPO could not build the payload properly due to the session timeout. A previous fix was implemented to direct users to the VPO login page, and now the messaging has been enhanced if the redirect to the login page fails, with a clearer message to instruct the user to log out and then log in to VPO again. We also enhanced the VPO page load process to detect if a user does not have an email address on their employee record. VPO requires an email address to be populated on the employee record for VPO users so that the value can be supplied to vendors. If the email address is missing from the employee record, a message instructs the user to contact Human Resources to add it. |
EFIN-111564 | Expense entry Estimated Cost validation message corrected | On the Expense entry form, previously the Estimated Cost maximum value validation message was not accurate for the field. The message has been corrected to display the actual maximum value allowed. |
EFIN-109597 | New Employee Access Center (EAC) Link Active Directory Account enabled | New EAC was missing the option for employees to link their active directory account between EAC and their employee record, which allows the employee to log in to EAC with their active directory credentials. The Link Account menu item in EAC now dynamically displays based on whether the User ID (UID) is associated with an employee record:
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EFIN-106607 | Employee Access Center (EAC) displays federal retirement deductions | In both versions of EAC, previously in some circumstances related to a state identifier, federal retirement deductions did not display in the deductions list. This has been corrected and the federal retirement deductions are now displayed. |
EFIN-102874 | Employee Access Center (EAC) calendar and leave identifiers corrected | Previously, both versions of EAC did not produce expected results for some administrative Leave Setup identifiers:
These issues have been corrected, and the identifiers now work as intended. |
EFIN-101060 | User Views report matches interface with full account format | In System Administration, Security, User Views, previously the edit report displayed organization and account views separately when flexible account format is enabled. This has been corrected to display the account number details as they appear on the User Views page. |
EFIN-99284 | New Employee Access Center (EAC) Benefits Enrollment titles in upper case | In new EAC, Benefit Enrollment titles now display in upper case. Previously, case conversion led to inconsistent titles, for example Medical Ppo instead of Medical PPO. |
EFIN-95850 | Old Employee Access Center (EAC) What If Calculator processes calculation with no deductions | In Old EAC, previously the What If Paycheck Calculator displayed an error when there were no deductions selected. This has been corrected, and the calculator will process if the user clears all deduction selections and runs a calculation. |
EFIN-94064 | Vendor Access Center (VAC) login page welcome message display improved | The welcome message on the Vendor Access Center login page now displays clearly without overlapping the copyright message. Previously, the message could overlap the copyright text and was difficult to read. |
Federal Reporting
Reference | Area | Release Note |
|---|---|---|
EFIN-117866 | 941 Quarterly Federal Tax Report Now Allows Data Editing and Storage | In Human Resources, Reports, Periodic, the 941 Quarterly Federal Tax Return report is now updated to allow you to load the data, make necessary changes, and create the report. In addition, the report data is saved for historical purposes. You must complete Employer Setup on the 941 Quarterly Federal Tax Report action bar before you run the Load option for your first report. If you have multiple Federal Tax IDs, you can associate pay groups to each Federal Tax ID to assign employee data. After you complete Employer Setup, run the Load option to create the data for the report, then in the Reports option select the 941 Federal Tax Return Report to generate the report. The FICA, Medicare, and Federal Tax Reports are now available in the Reports option. These are still generated from the check history. |
EFIN-113906 | Create Employee W2 File accepts unlimited dependent care and pension codes | In Human Resources, Periodic Routines, Year End, W2 Processing, Create Employee W2 File, Dependent Care and Pension Code entry has been changed to allow unlimited codes. The codes are now entered on the W2 Workfile Code Updates page, along with Box 12 and Box 14 codes. Previously, only 10 dependent care codes and 30 pension codes could be entered. |