November 2023 Monthly Release - 22.4.26 (October 27)

EFIN-109679

Timecard From TimeClockPlus (TCP) Integration Calculates Amount Based on Payrate and Hours

For districts that use the TCP API integration, the Amount on a timecard created from a TCP record is calculated in PowerSchool ERP based on the Hours multiplied by the Pay Rate, then rounded to two decimal places. The payload sent from TCP will no longer contain the Amount. 

EFIN-109526

Change in GBC to Fix Align-Right Attribute While Editing Text

In some cases, the right-alignment attribute for string input was working while displaying but was not getting aligned to the right while editing. 4js provided an updated GBC that keeps text aligned to the right when editing.

EFIN-109510

Improved Handling for Expense Advanced Workflow Submission for Data Consistency

We have enhanced the expense submission process to provide better data consistency. When submitting an expense:

• If there are no errors during the submission process, the system updates both the database and TIBCO.

• In the event of a failure during either the database update or the TIBCO call, the entire transaction is rolled back to maintain data consistency.

This improvement ensures that your expense data remains accurate and reliable.

EFIN-109056

Purchase Order Advanced Workflow Approval

Using Advanced Workflows for Purchase Orders:

In Purchasing, if a purchase order was entered with an approval group where on the Purchasing Reference Table for Approvals, the approval group did not designate required approval, then the Advanced Workflow rules were not being applied and purchase order line items were being posted, even if they were still pending approval on the Advanced Workflow Approvals Purchase Orders tab. This has been resolved and Advanced Workflow configuration will be applied.

EFIN-103750

Employee Mobile App (EMA) Name Update

All eFinancePlus labels in the Employee Mobile App (EMA), including its name in respective app stores, are being changed to PowerSchool ERP. This is independent of the version of the software used by the school district. The app stores will return the app in search results even if the user searches eFinancePlus.

EFIN-110267

Employee Expense Reimbursement Saves Estimated Cost

When an employee submits an Expense Reimbursement request, the estimated cost and actual cost are saved correctly. Previously, the estimated cost was being overwritten by the actual cost, even if the employee entered different values for each field.

EFIN-110063

Dynamic Leave Request Detail Page

For districts that use Dynamic Leave Requests, an issue was identified when an employee entered a leave request for a future year. From the Calendar, the Leave Details page was rendering blank and not displaying the leave details. This has been resolved.

EFIN-109928

Dynamic Leave Request Cancellation in New Employee Access Center (EAC)

For districts that use Dynamic Leave Requests, multiple users encountered an error when attempting to cancel a leave request in new EAC. This has been resolved.

EFIN-109898

Budget Unit and Account Lists in Expense Requests

In Fund Accounting, Reference Tables, Organization Chart, if a record had a Total Record flag set as NULL, it caused an issue with the lookup function on Expense requests not displaying values. This issue impacted both legacy and new Employee Access Center and it occurred for both the requester and approver. This has been corrected, and relevant records appear in the lookup.

EFIN-109641

Change Order No Longer Posts Without Associated Transaction

In Fund Accounting, when change orders were posted (after approval, or directly if no approval was required), if an issue arose in the post process, the change order was sometimes saved without creating an associated transaction, and no error message was generated. This has been resolved. If an error occurs during the post process, a message will appear and the change order will not be posted.

EFIN-109547

Certification Area Title Maximum Length for Import Matches Manual Entry

In Human Resources, Reference Tables, Personnel, on the Certification Area Table page, the Import function has been fixed to allow Title entries up to 23 characters. Previously, a fatal error occurred if the Title field was longer than 20 characters. Now the import matches the limit on manual entry of the Certification Area Title.

EFIN-109433

Pay Run Processing Follow-Up Activities Process Correctly

In Human Resources, Pay Run Processing, when a user selects Run All Activities, then in the Payroll Job Stream options the user clears the checkboxes for Fund Accounting Interface and Payroll Encumbrance, these pages will not be displayed as the payroll job stream runs. Prior to the update, the Fund Accounting Interface and Payroll Encumbrance pages appeared in the job stream even when they were not selected to run.

EFIN-109432

Performance Improvements to Clear Monthly Totals

In Human Resources, Periodic Routines, Year End, Fiscal Process, we have added indexes to the empuser_snapshot table to improve the performance of the Clear Monthly Totals function. This update will result in the Clear Monthly Totals option completing more quickly.

EFIN-109334

Error when posting Batch Budget Adjustment in Period 13

In Fund Accounting, Budget Ledgers, Approve/Deny Budget Adjustments, an error occurred when the user tried to post an adjustment to Period 13 of the prior fiscal year. The error only occurred when the adjustment was processed through the approval page. Adjustments that did not need approval posted successfully. This has been resolved and adjustments can be posted to Period 13 of the prior fiscal year from Approve/Deny Budget Adjustments.

EFIN-109000

New Job Posting Displays Full Account Number

In Human Resources, Posting Requisition, on the Posting Overview page when a new posting is created, if the database was set up on the Fund Accounting profile to use Full Account Format, the account number was not displayed. This has been resolved.

EFIN-108445

Reset Pay Out Amount on Pay Rate

In Human Resources, Periodic Routines, Update New Year Rates, when either the Reset Paid to Zero and Update Contract Limit/Balance or Retain Paid and Update Contract Limit/Balance options is selected, the Pay Out Amount on the Pay Rates is now reset to $0. Prior to the fix, only the Pay Out Date field was cleared when one of these options was selected. Now, both the Pay Out Amount and Pay Out Date fields are cleared.

EFIN-108229

New Employee Access Center (EAC) Leave Confirmation Message

In new EAC, the leave confirmation message displayed the leave date of one day prior to the requested leave date. This has been corrected for both dynamic and advanced leave requests.

EFIN-103980

Copy Requisition Against a Revenue Account Error Message

In Purchasing, Requisitions, when a user selected to copy a requisition, if the account number entered on the requisition was a revenue account, an invalid error message was displayed: Organization missing. This message will no longer display under these circumstances.

EFIN-102842

Deleting a Level of Budget Unit Structure in Budget Preparation Not Allowed if In Use

In Budget Preparation, the system was allowing a user to delete a level of the Budget Unit structure from the Organization Chart even if it was used in Budget Unit records and those Budget Unit records were used in Ledgers. This has been resolved. An error message is displayed if the level is used in any Budget Unit, and the level cannot be deleted.

EFIN-101865

Back Button in Leave Code Reference Table

In Human Resources, Reference Tables, on the Leave Codes table, when in Edit mode, the Back button in the toolbar was not responsive. This has been resolved.

EFIN-101309

Processing Individual Journal Entry from a Batch

Due to a previous change that was made to Batch Journal Entry pages with the Release/Post and Release/Submit options, users could only change the status of an entire batch to Released. Before the change, users could change the status of individual journal entry records within a batch. The option to edit the status of individual records has been restored by providing the Release/Post and Release/Submit functionality for each journal entry. To release a single journal entry from On Hold, select it and open the Change Batch Journal Entries (detail) page, then select Release/Post or Release Submit. The respective action bar menu is only active if the journal entry status is On Hold or Released.

These changes also apply to Batch Last Year Journal Entries pages.

The action bar menu displays Release/Post if the database does not use any Advanced Workflows. It displays Release/Submit if any of the Advanced Workflow options are active.

EFIN-101169

Opening Balances in General Ledger Transactions Report

The opening balances for expenditure, revenue and general ledgers were not getting populated correctly in the General Ledger Transaction Report.

The issue is resolved and the opening balances will be displayed in the report as follows:

• For general ledger, the opening balance displayed is the prior year ending balance for Period 1 and the sum of the opening balance and the totals of all prior periods for other periods.

• For revenue and expenditure ledgers, the opening balance displayed is 0.00 for Period 1 and the sum of the totals of all prior periods for other periods.

EFIN-101147

General Ledger Transaction Report PDF Output

In Fund Accounting, Reports, the General Ledger Transactions Report generated an error: “Failed to load PDF doc” when the report fetched accounts with opening balances and no transactions that matched the criteria. This issue is resolved. The message indicates there are no records to process instead of displaying the error.

EFIN-101104

Post Sub-Only Attendance Report

In Human Resources, Attendance, on the Post Attendance page, when a user selected Substitute Only, the posting report was not getting created and a message appeared stating: No Records to Process, even though the attendance records were processed successfully. This has been resolved so that when Substitute Only is selected, the report is generated and the No Records message does not appear.

EFIN-98621

Middle Name on Employee Pay Rate 

In Human Resources, on the Employee Pay Rates page, Middle Name has been added to the Search Criteria and List sections as a separate field. The Excel report has also been updated to reflect this change. Prior to the fix, the middle name was appended in the First Name field.

EFIN-98356

School Required Error Message on Degree Page for Pending Employees

In Human Resources, on a pending employee record, on the Degree Information page, School is a required field. The error message if no School code is selected had a typo. The message has been corrected.

EFIN-96029

Renamed Add Bank on Effective Date Changes Deductions Action Bar

In Human Resources, Periodic Routines, Effective Date Changes, Deductions, the Action bar action to add bank codes to the bank code table for direct deposit deductions was renamed to Add Bank. Before the update it appeared as addbank.

EFIN-109193

Foreign Address Error for Large Values Provides More Details

In Human Resources, Periodic Routines, W2 Processing, on the Employee W2 File Update page, when the Foreign Address field is selected, if the combined values entered in the fields for Address, City, Foreign State, Foreign Postal Code, and Foreign Country Code are larger than what will print on the W2, the program was producing a generic error: Foreign address is too long to fit on form. This error has been modified to list the fields and provide a count of how many characters can fit into 2 or 3 lines of the printed W2 based on the Foreign Address fields.

EFIN-108998

W2C Employer Address Line 2 Added

In Human Resources, Periodic Routines, W2C Processing, a second address line for the employer has been added in the printed forms, Employee Access Center (EAC) forms, and in the electronic file. The Address field label on W2C Maintenance page has also been made consistent with the Set Up W2 Parameters, and Set Up Employer Records pages.

EFIN-107834

1099-Misc Form Type Utility Renamed to Universal

In Fund Accounting, Periodic Routines, 1099 Processing, Print 1099-Misc Forms, the Form Type that was called Utility has been renamed to Universal. This is how it is identified on PowerSchool order forms. This name change applies to all 1099-Misc options, including Print All, Restart Printing, and Print Individual.

EFIN-95621

W2 Box 12 Search with Browser Zoom

In Human Resources, Periodic Routines, W2 Processing, Create Employee W2 File, on the Box 12 Codes page, when the browser zoom is less than 100% all W2 Box 12 search results will display on the page. Prior to the fix, when a user had zoom set to less than 100% it caused some search results to disappear from the page.

EFIN-95036

Corrected Alignment for Printing W2C and Box 14 Label Resized

In Human Resources, Periodic Routines, W2C Processing, the W2C Box 14 label is now expanded from six to nine characters. Also corrected the alignment when printing to Optio and to both new and legacy Employee Access Center (EAC).