June 2022 Feature Release - 22.4.0.0 (June 17)

The 22.4.0.0 release is expected to be available on the following dates. Features added to 22.4 after the dates indicated will have the date added with the feature title. Contact PowerSchool to discuss an upgrade to PowerSchool ERP 22.4.

On-premise - June 17, 2022
Cloud - June 24, 2022

New Features

Area	Release Note
Bank Account Information Reference Table Updates	The Bank Account Information page has been modified to a header and details. The header includes the bank account code, a description, a Default Cash Account (Fund or Budget Unit and Cash Account), and a flag to indicate whether this bank account is used to Print AP Checks. If this Bank Account is only used on transactions and another Bank Account/Clearing Account is used for printing vendor checks, then the Print AP Checks flag should not be selected. The actual bank account used for printing checks for all transactions associated with this bank account needs to be entered in the Bank Account for AP Check Print field. When the Print Checks by Bank flag in the Fund Accounting Profile is checked, the default cash account may contain the disbursement fund and cash account code. The Account Details will contain: The funds or budget units and account codes for all cash accounts associated with the bank account The funds or budget units and account codes for the fee and interest accounts (indicated by selecting the associated checkbox) An audit trail is added to track changes to the header or detail information on the Bank Account Information page. The Fund Accounting Audit Report includes Old Value, New Value, Updated By/Created By User, and the date for any updates or new inserts on the Bank Account Information page. From the Fund Accounting menu, select Reports. From the Daily Transaction Listings menu, select Fund Accounting Audit Report.
Batch Budget Adjustments and Transfers and Approvals Allow Attachments	We have added the ability to add attachments to Batch Budget Adjustments, Batch Budget Transfers, Approve/Deny Batch Budget Adjustments, and Approve/Deny Batch Transfers.
Benefit Liability Account for Deductions, FICA, and Workers Compensation	Introduced an option to add a Benefit Liability Account that is different from the Deduction Liability Account so that Benefit Liabilities can be tracked separately from Deduction Liabilities.
Budget Import in Budget Preparation	Budget Import will replace Budget Upload in Budget Administration. The import function will work the same way as the import in other modules and is less restrictive than the upload by allowing data mapping. Users can import new data and update existing table records. Because the Budget Prep Upload is the only item addressed in System Administration, Reference Tables, Spreadsheet Templates, the Spreadsheet Templates menu item is being removed.
Creating Interfund Clearing entries during Automated Payroll Interface Post	New functionality introduced to create the interfund clearing entries and move cash to charging fund or key organization when Interfund Clearing flag is checked in the Fund Accounting profile.
Employee Access Center (EAC)	The Employee Access Center (EAC) design has improved accessibility and rendering on various devices. New features have been added, including: Employees can upload a photo that will display in EAC. This will not impact employee photos in the employee record but will be added as an attachment to the record. Employees can upload supporting tax documents and direct deposit documents, such as a W4 and a voided check. Attachments will be posted to the employee record. Uploaded files (photos and documents) can be displayed in Effective Date Changes prior to posting and on Employee Information pages. The administration page remains the same at this time. From the new design, Administration will pop out into a new browser tab. The option to impersonate a user will be located in the list of options on the profile button. New Profile options have been added to the Administration menus to support new features. Employee Information Setup 6000 Demographic - Allow Employee Photo Upload: Choose whether to allow employees to upload a photo on the Demographics page. Titles Setup 6001 Dependents Page Title: EAC redesign has a separate page for dependents that can be displayed or hidden. The navigation in Employee Access Center will be similar to PowerSchool ERP and other applications, with cascading menus from broad topics.
Fund Accounting Profile Options	The following flags are introduced to the Fund Accounting profile: Create Clearing Interfund Entries for Accounts Payable: When selected, it creates clearing entries for interfund entries created during payables check printing. Create Clearing Interfund Entries for Payroll: When selected, it creates clearing entries for interfund entries created during payroll check printing. Display Cash Account Numbers for Payables: Determines whether the Cash Account Number(s) section appears in the payables screens when Print AP Checks by Bank Account is enabled for a district. Use Employee's Charging Fund for Payroll Liabilities (not the Payroll Fund): Enables employee liability entries to be created on the Employee’s Charging Fund and not on the Payroll Fund.
Flexible Account Structure 7/29/2022	PowerSchool ERP 22.4 offers a more complete solution for the flexible account structure. School districts now have the option to use flexible account format for data entry and on reports. School district administrators can define the flexible account format with all reporting levels and the object. When flexible account format is selected for entry, the district can define the format for each type of ledger (expenditure, revenue, and general ledger). For example, expenditure account string format may be fund, function, object, location, subject area, and program but the revenue and balance sheet account format may only be fund and account code. During data entry, the user will first specify the type of account (expenditure, revenue, or general ledger) to ensure that PowerSchool ERP can format it properly. The balance sheet has been modified to support the flexible account string with reporting levels in addition to fund and account. This option is only supported when using the flexible account structure. To use this option, clear the Use Fund Only checkbox in the Fund Accounting profile on the System Options tab. All data entry screens have been modified to allow the inline entry of the account number in flexible account format. All reports that display the budget unit and account have been modified to display the full account string in place of the budget unit and account if district has chosen that option. The flexible account string will display the account distribution with the defined reporting levels and dashes between the segments. The budget unit/key organization will continue to be up to 16 characters representing up to 9 reporting levels of maximum 16 characters. The full account string will support up to 45 characters with its reporting levels, the object / account and dashes. The full account lookup has been enhanced to allow search on reporting levels, account, or the ledger title. The ability to define flexible account structure will eliminate the need to define the key organization (16-character short key) because it can be assigned by the system. The inline entry of the full account string has been implemented in following modules: Budget Preparation Purchasing Fund Accounting Human Resources Payroll Fixed Assets The following applications do not yet support the flexible account structure: Miscellaneous Billing and Cash Receipts Employee Timesheets Warehouse Inventory Vendor Bidding Districts have the option to use the flexible account structure or to continue to identify ledger records using budget unit (key organization) and account. The key organization continues to be a 16-character key that represents the reporting levels excluding the object. Whether the district chooses to use the flexible account structure is defined in the Fund Accounting profile by the Full Account Format checkbox on the System Options tab. Flexible account structure is being rolled out on a state-by-state basis because compliance software must be modified to support the new format. Currently, this feature is available for Pennsylvania customers only. If you are in one of these states and are interested in implementing the flexible account structure, speak to your account representative.
Genero Upgrade (EFIN-85720)	Genero, the programming tool used by core PowerSchool ERP, is upgraded to the latest version as part of the PowerSchool ERP 22.4.0.0 release. This is not exclusive to 22.4. It also applies to 20.11.38.
Ledger Titles Added to the Expenditure, Revenue, and General Ledgers in Fund Accounting and Budget Preparation	In Fund Accounting, a column was added to the expenditure, revenue, and general ledgers for the title associated with the ledger record. When the database conversion is run for the upgrade to 22.4, the ledger titles are populated by combining the related organization key title and the account title. All reports and pages that display the ledger record now include the ledger title instead of the key organization title and account title. These changes have also been made in Budget Preparation. The titles can be updated in Budget Preparation under Budget Entry and Budget Administration > Display Budget Options.
Print Checks by Bank Account	Introduces the option to Print Checks by Bank Account instead of Disbursement Funds. Administrators choose whether the check printing programs should print checks by Bank Account or Disbursement Fund. The option to Print checks by Bank Account can be enabled for Both Payables and Payroll checks. This option is activated on the Fund Accounting Profile's Accounts Payable tab. Bank Account is a mandatory field for transactions entered in the system when the Print Checks by Bank Account option is chosen. A Payroll bank account needs to be entered at the profile level for printing payroll checks by Bank Account. A new Bank Account screen is introduced to enter the Cash Accounts associated with the Bank Account and the Default Cash Account that need to be used. A new process will mass update the bank account on Transactions, including Batch Receipt, Batch Payable, Standard Payable, and Batch Manual Check transactions. The process can be selected manually. From Fund Accounting, select Periodic Routines. In the Periodic Processing menu, choose Update Bank Account on Transactions. The process will launch when Print Checks by Bank is activated in the Fund Accounting Profile or when a change is made in the Bank Account reference table.
Vendor Name Type-Ahead	On pages where a user enters a vendor in search criteria, the vendor field is updated to display a list of vendor name matches based on the characters entered without using the search option. For example, if the user types "arc" the results may list vendors with names starting Arc or vendors containing the character string, such as March, Parchment, or other words containing ARC. Enter more characters to narrow the search results. Data entry will be more efficient without the need to look up the specific vendor name or number.