September 2024 Monthly Release - 20.11.74 (September 6)

 EFIN-114754

Special Notes Message in Add New Vendor Definition Page of Vendor Punchout.

When users go in to Add New Vendor Definition, instructions have been added to Add New Vendor Definition.

EFIN-118553

Employee filtering criteria for eFinancePlus and TimeClock Plus (TCP) API integration.

We have introduced new code logic enhancing the API integration between eFinancePlus and TimeClock Plus (TCP) that now allows filtering employees being synced to TimeClock Plus (TCP) by:

• Status

• FT/PT

• Type

• Department

• Base Location

• Work Location

EFIN-117414

Advanced Workflow Expense Enhancements.

In Advanced Workflows, the Approval Details page has been enhanced by relocating the account information fields to the expense line item, along with the icons for attachments and comments. Approvers can now edit account-related details and view attachments and comments directly from the expense summary section for each expense item, eliminating the drawer option for these details.

Additionally, all references related to the advance process in the expense form, such as Estimated Cost, Advance, Advanced Check Number, Expense Check Number, and Total Advance Amount, as well as in the expense category setup like Advance Permitted, have been temporarily removed. These will be re-enabled once the pre-authorization functionality is incorporated into the expense flow.

EFIN-117172

Race and Ethnicity changes from records now create an Effective Date Change.

Race and Ethnicity changes syncing from Talent records did not create an Effective Date Change record in eFinancePlus. Instead, these changes directly updated the employee's active record without approval by an HR Staff member. We have introduced new logic that now creates an Effective Date Change record in eFinancePlus for both Race and Ethnicity changes made in Talent records.

EFIN-102597

Substitute Identifier.

We have introduced logic to the application to refresh and consistently display both the selected Job Class code and Pay code in the user interface.

EFIN-102677

Screen Capture and Print PDF.

The screen capture and print functionality in eFinancePlus was missing data rows in the upper user interface table when viewing a PDF file if the user scrolled beyond the initial viewable rows of that table. We have introduced a global fix, and now all PDF files generated by the screen capture and print functionality display the expected data rows in PDF files for all eFinancePlus screens.

EFIN-109478

Organization Key.

In Budget preparation, Reference Tables, Organization chart, an issue was discovered where 'T' records were being created with key organization having more than 8 characters in level 8. This has been change to restrict the length of level 8 codes to maximum 8 characters when the Total checkbox was checked. Other levels already have this length restriction.

EFIN-120924

Advanced Workflow: Resolution of Employee Termination Details Screen Loading Issue.

An issue was identified with the advanced workflow employee termination details screen, where it failed to load for certain records. This issue has now been resolved, ensuring that all records are accessible without any delay.

EFIN-115762

Fund Accounting.

While running the back ip of Fund Accounting option, the user used to get interrupted with permission denied error for the backup.log file. This issue is now resolved.

EFIN-116356

Billing and Receipts.

In Billings & Receipts, Miscellaneous Billing, Financial Transactions category, Apply Penalty/Interest, when the "Apply Interest" checkbox was checked, a fatal error window displayed and the process was terminated when the checkmark icon was clicked to start the process. This has been resolved.

EFIN-120110

Journal Entries.

In the Batch Journal Entries page, when “Show My Batches Only” was selected a fatal error occurred instead of displaying the list of records. After the fix, the system will now correctly display the list of batches without errors.

EFIN-120134

Receive Ordered Materials Module.

The issue where the receiving date in the "Receive Ordered Materials" module was incorrectly changing to the check print date has been resolved. This fix ensures that the receiving date will now correctly remain as the date when items are marked as received, regardless of the check run date. This correction addresses the discrepancies that occurred after the 22.4.32 update, preventing any future impact on financial records.

EFIN-120444

Batch A/P records.

In Fund Accounting, Accounts Payable , Batch Accounts Payable , Batch A/P records generated from payroll were processed without an approval group despite the Fund Accounting Profile being set to require approvals on No-PO Payments. This is now fixed to display an error message in edit reports and prevent the posting the A/P record if the approval group is missing.

EFIN-121416

Billing and Receipts.

An error was occurring when searching for a customer address in the Billing and Receipts module using the Address 1 field. The program was not allowing searches based on this field. This issue has now been fixed, and users can successfully perform searches using the Address 1 field without encountering errors.

EFIN-120576

941 Quarterly Federal Tax Return.

A fatal error that occurred in the 941 Quarterly Federal Tax Return when additional medicare gross was encountered is now corrected. The load process is also now modified to include all pay groups in the employer setup option regardless of the pay rate status.

EFIN-119622

Highest priority absence rule.

The highest priority absence rule in eFinancePlus with matching criteria was being ignored. The code logic has been corrected, and eFinancePlus now correctly applies the rule when vacancies and absences are sent from SmartFind Express (SFE).

EFIN-107868

Absence rules for canceled vacancies and absences.

When cancellations of vacancies or absences were received from SmartFind Express (SFE), eFinancePlus unexpectedly processed unnecessary validations, applied absence rules, and failed to update the status accordingly. We have corrected the issue, and eFinancePlus now correctly handles vacancy and absence cancellations by skipping unnecessary validations, absence rules and properly updating the status.

EFIN-115307

System IDP configuration page for SSO admin users

SSO Administrators from Consortiums were unable to access the System IDP configuration page in eFinancePlus, which prevented them from configuring and maintaining SSO for the instances of eFinancePlus that they manage. We have recalibrated the system checks, and users with the Environment Maintenance permission can now successfully access the System IDP configuration page.