September 2024 Monthly Release - 23.10.11 (September 6)

EFIN-119286

Future Pay Rates.

For customers using min/mid/max custom, when current pay rates are updated and the updates are copied to future pay rates, the custom min mid max tables are now copied too.

 EFIN-115764

Hover Help in ACA 1095 Maintenance Setup Employer Payroll Information tab

Human Resources>Periodic Routines>ACA Affordable Care Act>1095 Maintenance>Setup Employer>search on the Year, click on the Payroll Information tab.

On the Pay Information tab, when multiple pay runs need to be added for month(s) the Hover Help on the individual Month fields was vague and confusing for users. It has been enhanced to say: Enter pay runs that contain the 12th of the month of <month>, separated by | (pipe) if needed. For example 123|A45.

EFIN-120448

 Future Pay Rates.

 The import future pay rates functionality was modified to round the additional duties rate field to 2 decimal places so that all fields match the results of entering the Future Pay Rate.

 EFIN-114754

Add New Vendor Definition Page.

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-102597

Substitute Identifier page.

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-119348

Copy from live pay rate to future uses the crosswalk

When copying a live pay rate change to the future pay rate change, apply the crosswalk when appropriate. When looking for changes to decide if it is ok to do the copy factor in the crosswalk.

EFIN-119606

Future Pay Rates/ summer pay fiscal accrual records.

If you use summer pay fiscal accruals, when you post future pay rates for the new school year, the summer pay fiscal accrual records will now be cleared so that summer pay charging is not accidentally processed and you don’t need to run Update New Year Rates. When running Post Future Pay Rates, the status of the summer pay fiscal accrual distribution records is now set to “N” which is consistent with Update New Year Rates.

EFIN-119930

Pay Rate Import

When importing a pay rate and using full account format, the error not on organization chart or no security access would appear even though the organization code did exist. The error was due to checking the wrong year while validating full account format. This has been corrected.

EFIN-120849

Posting Future Pay Rate

When posting future pay rates, create the appropriate pay rate history records.

EFIN-120953

Future Pay Rates.

The validation for preventing duplicate future pay rates for an employee has been changed to ensure a future pay rate being modified does not have the same effective date and job class as an existing future pay rate for that employee.

EFIN-120987

Future Pay Rate Import.

In the Future Pay Rate Import, a warning message will be display if the district is not using the Min/Mid/Max custom but provides an input file that contains Min/Mid/Max data. If a district is not using the Min/Mid/Max custom and no related data fields are provided, no warning message will display.

EFIN-119930

Pay Rate Import.

When importing a pay rate and using full account format, the error not on organization chart or no security access would appear even though the organization code did exist. This has been corrected.

EFIN-120257

Posting Multiple Checks.

An issue was identified when posting multiple checks with the same vendor, account number or budget unit and account combination, identical alphanumeric check numbers, and the same issue date. Users can now successfully post checks with alphanumeric check numbers without errors.

EFIN-117410

Print Screen under the users section of System administration.

An issue was identified where users are presented with an error message when printing the user list with a long selection criteria.

This issue is resolved.

EFIN-112350

Loading Payroll Encumbrance.

An issue was identified when loading the payroll encumbrance in Pay Run Processing. If the general ledger record does not exist for the fund and the account number for the Payroll Reserve for Encumbrance in the Fund Accounting profile, the system will give a pop-up error message to the user instead of a fatal error. The load process will end without loading any records.

This issue is resolved.

EFIN-119710

Environment Maintenance | User Access.

The Close button in the Environment Maintenance section was unresponsive when a user attempted to click on it. We have fixed this issue, and now the screen closes as expected when clicking the close button.

EFIN-119717

Precalculation report header.

Fixed an issue on precalculation reports where the right side header was cut off on some of the reports.

 EFIN-113668

Purge Check Reconcililation.

The System Administration > Administration > Human Resources Purge Options > Check Reconciliation page has been modified to remove the Report Type and the As Of Date fields since they are inactive and not relevant to this workflow.

EFIN-109425

Vendor Conversion Program Bank Code.

There was an issue with the “eForms & Tools > Conversion > Vendor Conversion Program”, which was causing a fatal error when processing Bank Codes longer than 4 characters. This has been resolved. The program now fully supports Bank Codes up to 6 digits, as permitted by the Bank Code table. The import process has been updated to handle the full length of the Bank Codes without truncation, and the routing number can now be entered without resulting in errors. Please note there are no changes needed to the conversion template.

EFIN-119790

Revenue Ledger Records in Budget Preparation Import.

The Budget Preparation import process has been enhanced to handle existing revenue ledger records. Previously, the import only processed new records, and if a record in the import file already existed in the revenue ledger, it would result in a fatal error. With this fix, the import will now update the existing record instead of generating an error.

EFIN-120736

Bank Account reconciliation.

In Fund Accounting, Periodic Routines, Bank Account reconciliation, the Bank Reconciliation Process was causing out of balances on Revenue Ledgers due to an issue with recording interest during the reconciliation process. This is now fixed to record interest amounts correctly for the selected year during reconciliation process.

EFIN-120955

AP checks.

In Fund Accounting , Entry & Processing , Vendor Checks , Bank Transmission File , AP checks created when interfund is applicable were not included in the Bank Transmission file. This has been fixed to look for the Disbursement fund and cash account from the profile in the bank account detail information table when interfund is applicable.

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-121528

Advanced Workflow: Resolution of New EAC Profile Identifier.

An issue was identified with the EAC Profile Identifiers 52105 (Workflow Approval) and 52106 (Employee Expense Status). When Identifier 52106 was set to hidden, the Workflow Approvals menu became inaccessible, even if Identifier 52105 was configured to show. This issue has been resolved by ensuring that the Workflow Approvals menu is displayed correctly based on the configuration of Identifier 52105, with no dependency on Identifier 52106, which will now only control the availability of the Expense menu link. Additionally, the EAC User must be configured as an Approver in any role to access the Workflow Approvals menu link.

EFIN-99187

What if Calculation Results' Page in New EAC.

We have fixed an issue in the New EAC where negative deductions were not being displayed on the 'What if Calculation Results' page. This update ensures that all deduction values, including negative ones, are now correctly shown in the calculation results, providing users with a complete and accurate view of their scenarios.

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

Back Up of Fund Accounting.

While running the Back Up 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.

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

Address Search in 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-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-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.

EFIN-119587

Summer Pay Fiscal Accrual.

The following issues have been fixed in the Human Resources > Periodic Routines > Year End > Summer Pay Fiscal Accruals process.

1. When loading employees into Summer Pay Fiscal Accruals, the process was excluding employees whose pay rates had contract dates that were outside of the fiscal year end dates set in the Fund Accounting profile. The process has been changed to work like it did previously by not restricting employees by these dates.

2. The Back button on the toolbar has been corrected to close the user out of the Summer pay Fiscal Accruals page.

3. When deleting a single item, it was allowing any record to be deleted. Records with a status of P - Posted, N - New Year or Future Rates Changed and C - Completed cannot be deleted and an error message is now presented to the user.

4. The Mass Delete action was not working properly because the Accrual Status column in the search result list was blank. The Accrual Status column has been corrected to display the values.

5. Change column headings in the search results grid so they match the field labels. The following columns have been renamed.

   1. Accrual → Accrual Amount

   2. Liquidated → Liquidated Amount

   3. Status → Accrual Status

6. Modified the group title “Summer Pay Fiscal Year Accrual Data” to “Summer Pay Fiscal Year Accrual Information”.

EFIN-120305

Full account lookup window.

Full account lookup window has been updated to improve the performance.

EFIN-119707

Fix excel total issue

Correct employee number column on excel total lines in the menu options:

Main Menu > Human Resources > Reports > Payroll > Detail Distribution Detail
Main Menu > Human Resources > Reports > Payroll > Check History