November 2024 Monthly Release 23.10.13 (October 25)

EFIN-122396

2024 W2 Updates - Box 12 Code II - Income from Exclusion of Medicaid Waiver Payments.

Human Resources > Periodic Routines > Year End > W2 Processing and W2C Processing.

The W2 process has been updated to include the new box 12 code II - Income from Exclusion of Medicaid Waiver Payments. It can be manually added or loaded using the same processes as the existing box 12 codes. The electronic file for W2s has been updated to report this code in the appropriate locations on the RO and RU lines. The electronic file for W2Cs has been updated to report this code in the appropriate locations on the RCO and RCU lines.

Versions 20.11, 22.4 and 23.10

EFIN-123011

Turn on for Payee information in Forms Manager.

In the Forms Manager, a new action “Additional Setup” was added to the Action bar. In the Configure Payee Information section of this page, selecting the checkbox will allow the user to control the print of the payee information for payroll checks and/or accounts payable checks. When this option is selected, a new tab called Payee Information will display for the appropriate check forms. The user will be able to specify how to split the “Pay to the order of” label, position the payee name and address and determine whether to and where to print the vendor number or check location on the check.

After you select this option or make changes to the payee configuration, you will need to run the generate option.

If you choose to implement this option, we strongly recommend setting it up in the test environment first and verify that the checks print in a format that will be accepted by the bank.

EFIN-117032

.tpe file extension support

The recent update to eFinancePlus introduces support for the .tpe file extension, which provides users the ability to upload and manage files with this specific file type.

EFIN-123093

New EAC What-If Calculator: Filing Status selection based on Tax Authority Locality

The New EAC What-If Calculator has been updated to improve user experience. It now displays the correct filing status based on the selected Tax Authority Locality Description. This enhancement ensures accurate tax calculations and aligns filing status information with the selected locality, reducing errors and improving workflow efficiency.

EFIN-121644

Enhanced Leave Import Functionality to Handle empty Location Tax Exempt Values

The import functionality has been enhanced to ensure smooth processing of leave imports when an employee's Location Tax Exempt field is left empty, enabling successful completion without errors or interruptions.

EFIN-121813

New Employee Access Center (EAC): What If Calculator includes pension deductions correctly

The What If calculator in new EAC now correctly calculates and displays pension deduction amounts. Previously, if a user modified the percentage for a pension deduction, the deduction did not appear in the calculated results or displayed a 0.00 value. The deduction setup has been verified, and the issue has been resolved.

EFIN-123292

Changes for the Employee W2 File Purge option

Human Resources - Periodic Routines - Year End - W2 Processing - Employee W2 File Purge.

When purging W2 records, the default for the confirmation was originally YES. For delete or purge confirmations, the standard is to default to NO so a user needs to consciously click YES to process the purge. This option was corrected to have the confirmation question default the answer to NO instead of YES as well as a minor grammatical errors in the information section.

EFIN-123016

Expanded Box 12 Code Types field for Create Employee W2 File > Box 12 Codes

Human Resources > Periodic Routines > Year End > W2 Processing > Create Employee W2 File, Box 12 Codes

The length of the field “Code Types” in Human Resources > Periodic Routines > Year End > W2 Processing > Create Employee W2 File, Box 12 Codes has been adjusted to fully display the type and type description for Box 12 code types.

EFIN-122106

Unable to post payroll entries from batch accounts payable.

Fund accounting, Entry & Processing, Accounts Payable, Batch Accounts Payable.

Unable to post AP batch payables for vendor liabilities posted from payroll processing. When Print Checks by Bank is turned off and Payroll Vendor Bank Account is configured in Fund Accounting profile, Batch AP post was validating the bank account and generating an error. This has been corrected to validate bank account only when Print Checks by Bank is checked

EFIN-123012

Forms Manager printer names.

In the PowerSchool cloud environment, the printer name in Forms Manager must start with the site code. A modification has been made to allow printer names to now also start with the sub site code. This gives consortium districts greater flexibility with the printer names.

EFIN-122842

Transaction not linked to balance sheet account

In Fund Accounting, Entry & Processing, General Ledger, Balance Sheet, when the Fund Accounting Profile setting for Fund Only is unchecked and an account payable entry is posted against a liability account, the transaction was not linked to correct liability account. This caused the transactions to not display in the transaction drill down from the Balance Sheet. This has been corrected to link the transaction to the correct balance sheet account.

EFIN-122851

In Detailed Displays for Transactions when using flexible account structure corrected display for Revenue and Balance Sheet Account.

In Fund Accounting, Entry & Processing, Detailed Displays, Transactions, select the Charge/Check Tab.

When using the flexible account structure and doing a lookup on the Account Number, using the magnifying glass, for a revenue or general ledger account which has a different format from the expenditure ledger, select an account number from the respective ledger, and tab out of the field.

Upon searching, an issue was observed where neither the title nor records were being displayed for a revenue or general ledger account. This issue has now been resolved.

EFIN-122617

Error in Bank Code Population for New Hire Benefits/Open Enrollment in New EAC.

A fix has been implemented to prevent the New EAC from inserting a 0 in the Bank Code field for new hire benefits and open enrollment deductions on the Effective Date Changes screen. This fix eliminates the error message and allows changes to be posted successfully

EFIN-122780

Log Preferred Name updates in Employee Activity

Preferred name changes in the Effective Date Changes option were only getting put into Employee Activity if there was a current preferred name value for the employee and there was a preferred name change value in Effective Date Changes. Employee Information preferred name changes are also now being put into Employee Activity.

EFIN-123450

Resolved IRS-941 Part 3 checkbox issue

In IRS-941 maintenance screen Part 3, even if the business closed checkbox is unchecked, it appears as checked in the 941 Federal Tax Return Report. This issue is now resolved.

EFIN-123181

941 Quarterly Federal Tax Return generating a fatal error when an invalid year is entered in any of the date fields.

In the following menu options, if a user entered an invalid year such as 0218 instead of 2018, the user would receive a fatal error. This fatal error does not occur when an invalid month (14) or invalid day (45) was entered and the option provided a user-friendly error indicating what was invalid. This has been resolved. The program is now generating the error Invalid year in date. instead of the fatal error. This change was done for:

Main menu > Human Resources > Reports > Periodic > 941 Quarterly Federal Tax Return > Load

Main menu > Human Resources > Reports > Periodic > 941 Quarterly Federal Tax Return > Reports - FICA Tax report

Main menu > Human Resources > Reports > Periodic > 941 Quarterly Federal Tax Return > Reports - Medicate Tax Report

Main menu > Human Resources > Reports > Periodic > 941 Quarterly Federal Tax Return > Reports - Federal Tax Report

EFIN-122193

Allow user to update Pay rate when override is selected.

In Personnel Budgeting, Pay Rate page.

When the override flag is set to “O” and the pay method is “P”, Pay Period, the software will now allow user to update the pay rate.

EFIN-123291

Expanded Dollar Amount Maximums on the 941 Quarterly Federal Tax Return.

On the 941 Quarterly Federal Tax Return page and report, dollar amounts with more than 8 digits preceding the decimal point would be displayed with asterisks instead of numbers. This has been corrected so that full amounts are up to 12 digits preceding the decimal.

EFIN-122019

Fixed Cash Account sets to default value when budget unit is changed on Post Receipts.

Earlier, In the Fund Accounting>Entry & Processing>Receipts >Post Receipts page when the value in the Budget Unit field was modified, the Cash Account would reset to its default value. With this fix, the Cash Account will now retain its value unless the user modifies it.