November 2022 Major Release - 22.4.8 (October 28)

If you want to have the system create AP and Payroll Interfund Clearing entries, Print Checks by Bank in the Fund Accounting profile must be selected. These interfund clearing entries are not created by the system when printing checks by disbursement or payroll fund.

In the Fund Accounting profile, you must select the Accounts Payable tab and select Print Checks By Bank, then select the System Options tab and select Create Clearing Entries for AP Interfund or Payroll Interfund, or both, as desired.

When a user adds KPIs to MyDashboard, the drop-down list will now only include the KPIs for the security resources that are assigned to the user. Users must have the security resources listed to add the KPI to their My Dashboard page. If users have added these KPIs to MyDashboard prior to this release, the KPIs will display on the MyDashboard until the KPIs are removed.

Human Resources KPI Security Resources:

• 10517 Absence Pattern KPI
• 10518 Absenteeism by Building KPI
• 10519 Certifications Expiring KPI
• 10520 Current Staffing KPI
• 10521 Current Staffing by Job Class KPI
• 10522 Retention KPI
• 10523 Vacant Position KPI

Financial Accounting KPI Security Resources:

• 10235 Budget vs Actual KPI
• 10236 Budget vs Actual by Building KPI
• 10237 Purchase Order Aging KPI
• 10238 Revenue Budget vs Actual KPI
• 10239 Vendor Payments KPI

When the new VAC is enabled, the Workflow Configuration Profile displays the following changes:

• On the Invoices Email tab, a new variable _Comment is available with the description: Comment associated with the denial of an invoice. When a user deletes an invoice on the Process Invoices page and enters a Denial Comment, the _Comment variable contains the entered comment. The variable is intended to be added to the body of the Invoice Rejected template.

• On the Vendor Email tab, the existing variable _Comment has a modified description: Comment associated with the denial of registration or vendor updates. When a user denies a vendor request for registration or another data update on the Vendor Access Approvals page and enters a Denial Comment, the _Comment variable contains the entered comment. The variable is intended to be added to the body of the Registration Denied and Update Vendor Information Denied templates.

• On the Invoices Forms tab, a new indicator appears: Notify Approvers - Needs Approval (Always Sent). The variable is selected and cannot be cleared. It indicates that invoice approval notifications are always sent if there is at least one user selected for Users to Process Uploaded Invoices.

• On the Invoices Forms tab, the option Notify Vendors - Processing Invoice has been modified to Notify Vendors - Processing Invoice / Invoice Rejected. The selection controls notification to vendors whether a user moves the invoice forward to payable processing or denies and deletes it.

• On both the Vendor Email and Invoices Email tabs, a new variable _VACURL is available. It contains the link to the district’s Vendor Access Center. The variable is intended to be used in any template for emails sent to vendors for efficient access to VAC.

Using Advanced Workflows: The workflows will appear in alphabetical order on the Workflow Approvals page and the Dashboard alert tiles. Dashboard tiles will display TIBCO-based notifications first, followed by legacy notifications. The legacy tile for Payables is renamed Accounts Payable Approvals.

It is recommended to finish processing an individual type of legacy approvals prior to switching to advanced workflows, when applicable. For example, complete all legacy workflow requisition approvals before activating advanced workflow requisition approvals. This prevents having two similar tiles on the Dashboard.

The respective messages will be displayed if there is a failure due to the following scenarios:

• Scenario: The timesheet is already submitted when the Leave Request is Approved.
  Message: The approver processed the leave request after the timesheet was submitted for the period including the request dates.

• Scenario: The timesheet is already approved when the Leave Request is Approved.
  Message: The approver processed the leave request for dates in a time period that has an approved timesheet.

• Scenario: The timesheet is already posted to payroll when the Leave Request is Approved.
  Message: The approver processed the leave request for dates in a time period that has a posted timesheet.

The issue of users getting kicked out of PowerSchool ERP due to too many redirects has been handled. A message appears to users and they are returned to the login page. 

The message: An error occurred while processing your request, hence you have been redirected to the logout page.

Using the new Employee Access Center:

When you set the Workflow Configuration Profile for Employee Leave Request Type to Not Using:

• Create Leave Request does not appear on the List or Calendar tab in EAC.

• The List tab displays leave banks and attendance records.

• Users cannot click through dates on the Calendar tab to display the PowerSchool ERP Leave Request page.

• Users can select a date on the calendar tab to display details about the date on the same page.

Streamlined Validation for Pay Runs in ACA 1095 Maintenance Setup Employer

Modified the validation of pay runs to only be performed when a user selects Calculate Total Employee Count. Previously, it was validating pay runs every time a user updated and saved the Employer Setup record.

An unnecessary Close menu was removed from the Action Bar on the following Fund Accounting, Periodic Routines, 1099 Processing pages:

• Maintain 1099-Misc Work Files

• Maintain 1099-NEC Work Files

• Maintain 1099-G Work Files

• Maintain 1099-Int Work Files

• Print Audit Listing of Changes

On the 1095 Maintenance page, foreign address fields input data in all capital letters.

• Foreign State

• Foreign Postal Code

• Country