September Release 25.7.15.0 (September 4, 2026)

EFIN-89658

Full Account Structure Support Added Across Billing and Receipts Module

Full Account Structure support has been added throughout Billing and Receipts to provide a more consistent accounting experience for districts using Full Account Structure in Fund Accounting. Account-related fields that previously relied on separate Fund, Organization, and Account values have been enhanced to support complete account numbers across Miscellaneous Billing, Cash Receipts, reference tables, transaction processing, and reporting. This update helps districts maintain consistency with their chart of accounts, supports districts with expanded reporting segment requirements, and improves visibility into accounting distributions throughout the billing lifecycle.

What is new

• Full Account Structure support across Billing and Receipts

• • Account fields throughout Miscellaneous Billing and Cash Receipts now support complete account numbers when Full Account Structure is enabled.

  • Users can enter, maintain, search, view, and process transactions using full account numbers rather than separate Fund, Organization, and Account fields.

  • Accounting distributions are displayed more consistently across setup, transaction, inquiry, and reporting pages.

• Enhanced account setup and reference table maintenance

• • Miscellaneous Billing Items now support Account Numbers in Full Account Structure format.

  • Miscellaneous Billing Services now support full account numbers for revenue, receivable, cash, tax, penalty, interest, and write-off accounting assignments.

  • Distribution Definitions have been updated to support account distributions using Full Account Structure.

• Improved transaction processing and visibility

• • Online Invoice processing now supports Full Account Structure for default and distribution-related accounting information.

  • Cash Receipts processing has been updated to display and process complete account numbers throughout receipt processing workflows.

  • Financial transactions, billing adjustments, customer history, invoice history, and transaction inquiry pages now display complete account information for easier review and auditing.

• Expanded reporting support

• • Billing & Receipting reports now display Full Account Structure values.

  • Users can review accounting distributions using complete account numbers within supported reporting processes.

Where users will see changes

Billing and Receipts – Reference Tables – Miscellaneous Billing

• Items

• • Account Number fields now support Full Account Structure.

  • Account information is displayed using the district’s configured account format.

• Services

• • Revenue, accounts receivable, cash, tax, penalty, interest, and write-off account assignments now support Full Account Structure.

  • Account maintenance aligns with the Full Account Structure formatting.

• Distribution Definitions

• • Distribution setup supports Full Account Structure account assignments.

  • Accounting distributions can be maintained using Full Account Structure formatting.

Billing and Receipts – Miscellaneous Billing

• Online Invoices

• • Invoice distribution information now supports Full Account Structure.

  • Default, percentage-based, and amount-based distributions display Full Account Structure formatting.

• Financial Transactions

• • Account information is displayed using Full Account Structure throughout transaction processing and inquiry workflows.

• Adjustments and Financial Detail Pages

• • Financial Details, Adjustment pages, Customer History, Online Invoice History, Transaction Detail, and related inquiry pages now display Full Account Structure formatting.

Billing and Receipts – Cash Receipts

• Cash Receipts Processing

• • Account-related fields now support Full Account Structure throughout receipt entry, processing, and account distribution workflows.

  • Users can view complete account numbers when reviewing receipt-related accounting activity.

Billing and Receipts – Reports

• Report output now displays Full Account Structure account information throughout Billing and Receipts reporting, including journals, adjustments, invoice reporting, cash receipt reporting, interface reporting, and revenue/account summary reports.

Configuration Considerations:

Full Account Structure (FAS) is not currently supported for districts configured with Multi-Segment General Ledgers for this module. Districts using a Multi-Segment General Ledger should continue using their current account structure and should not enable FAS when using this module. Districts configured with Fund and Account General Ledgers remain fully supported and can use FAS within this module.

EFIN-145762

Enhanced Employee Certificate Import Updates

The Employee Certificate import and export process has been enhanced to more efficiently update existing certificate records.

Previously, when importing certificate updates, changes intended for existing certificate records could create additional certificate entries instead of updating the original record. With this enhancement, exported certificate data now includes a unique record identifier, enabling the system to accurately match and update existing Employee Certificate records during import.

This improvement enables organizations to export certificate records, make updates such as changes to expiration dates, and re-import the file to update existing records more reliably while reducing the risk of creating duplicate certificate entries.

Important: When updating existing certificate records via import, retain the system-generated identifier from the exported file so the system can correctly match and update the existing certificate record.

SF Case # 00571114

EFIN-145913

Future Pay Rate Import Validation Enhancements for Employee Position Transfers

Additional validations have been added to the Future Pay Rate Import process when an employee has an associated Employee Position Transfer in an Open (O), Approved (A), or Needs Correction (C) status.

The system now prevents the creation or update of Future Pay Rates when the imported data conflicts with transfer-related information. This includes validation of effective dates, start/stop dates, positions, and FTE values for Future Pay Rates that were created from an Employee Position Transfer.

Users may encounter the following validation messages during import:

• "Employee Position Transfer exists for this employee and position. Cannot create a future pay rate with a different effective date."

  • Displayed when a Future Pay Rate is imported for a transfer-related position using a different effective date than the associated transfer.

• "Cannot update effective date (or start/stop date) on a Future Pay Rate that was created from a transfer."

  • Displayed when attempting to update the effective date, start date, or stop date of a Future Pay Rate that originated from an Employee Position Transfer.

• "Cannot change position on a Future Pay Rate that was created from a transfer."

  • Displayed when attempting to update a transfer-created Future Pay Rate with a different position.

• "Cannot update FTE or start/stop date on a Future Pay Rate that was created from a transfer."

  • Displayed when attempting to modify the FTE or start/stop dates of a transfer-created Future Pay Rate.

These validations help maintain data integrity between Employee Position Transfers and Future Pay Rates by preventing conflicting updates through the import process.

EFIN-151278

Warehouse Inventory Supports Full Account Structure

Warehouse Inventory has been enhanced to support the Full Account Structure (FAS) framework used in Fund Accounting. Districts that have enabled Full Account Structure can now work with a single full account number across key Warehouse Inventory functions, creating a more consistent experience between Warehouse Inventory and Fund Accounting. Existing behavior remains unchanged for districts that do not use the Full Account Structure.
This release introduces full account number support across major Warehouse Inventory workflows, including request processing, warehouse administration, inventory management, transaction inquiry, account maintenance, and reporting. Account fields that previously required separate budget unit and account code components have been updated to use a full account number where applicable. Users can search, select, validate, and display account information using the same full account format used throughout Fund Accounting.
Key improvements include:

• Full Account Number Entry and Display

  • Warehouse Inventory screens now support full account numbers when Full Account Structure is enabled.

  • Users can maintain and display account information using a consistent full account format throughout supported Warehouse Inventory processes.

• Warehouse Administration Enhancements

  • Full account support has been added to Requests, Approve Requests, Back Orders, Return to Stock, Enter Inventory Adjustments, Inventory Transactions, Batch Requests, Exception Fill Requests, and related warehouse administration processes.

  • Process General Ledger Charges now supports ledger type selection and full account entry when Full Account Structure is enabled.

  • Account information is displayed consistently throughout transaction processing and inquiry screens.

• Warehouse Administration and Account Management Updates

  • Warehouse Code Table now supports Full Account Structure for warehouse adjustment accounts. Adjustment accounts are maintained using Ledger Type and Full Account Number fields when Full Account Structure is enabled.

  • Account validation is performed based on the selected ledger type, ensuring that only valid accounts are available for selection.

  • Update Inventory Catalog functionality has been enhanced to support full account presentation while preserving existing warehouse account relationships.

• Enhanced Account Search and Validation

  • Lookup functionality has been expanded to support full account number selection.

  • Depending on the business process, searches can validate accounts against Expenditure and/or General Ledger records.

  • Ledger-specific account lookups and validation help improve account accuracy during transaction entry and reporting.

• Reporting Improvements

  • Warehouse Inventory reports included in this release now support searching and displaying full account numbers when Full Account Structure is enabled.

  • Updates include the Back Ordered Items Report, Inventory Transactions Report, Unfilled Requests Report, Departmental Charge Summary Report, and Inventory Status Report.

  • Report selection criteria and output have been updated to display full account information rather than separate budget unit and account components where applicable.

  • Additional reporting improvements included in this release improve ledger filtering accuracy and account display consistency across supported Warehouse Inventory reports.

What this means for districts

Districts that use Full Account Structure can now manage Warehouse Inventory transactions using the same full account number format used throughout eFinancePlus, reducing the need to translate between different account entry methods. This provides a more consistent user experience, improves account validation, simplifies account selection, and streamlines the movement of inventory transactions into Fund Accounting processes. Districts that do not enable Full Account Structure will continue to use their existing workflows without any changes.

Known Limitations
This release represents the first phase of Warehouse Inventory Full Account Structure support.
The following limitations remain:

• When Warehouse Inventory transactions generate revenue entries and a markup account is configured, the markup account is not automatically converted to the full account structure during the interface to Fund Accounting. Users must review and update the generated Batch Journal Entry before posting revenue transactions when markup accounts are used.

• Additional Warehouse Inventory reports, periodic routines, and related Full Account Structure enhancements are planned for future releases. Current deferred reporting enhancements include Request Status, Inventory Catalog Detail, Inventory Catalog Summary, Inventory Count, Reorder Recommendations, and Stock Item Labels reports.

Configuration Considerations:

Full Account Structure (FAS) is not currently supported for districts configured with Multi-Segment General Ledgers for this module. Districts using a Multi-Segment General Ledger should continue using their current account structure and should not enable FAS when using this module. Districts configured with Fund and Account General Ledgers remain fully supported and can use FAS within this module.

EFIN-151505

Improved Navigation for Workflow Approval Favorites

Updated Dashboard Favorites for workflow approvals to automatically direct users to the appropriate approval experience based on the workflow configuration enabled for their organization.

Previously, organizations that had migrated from Legacy Workflow to Advanced Workflow could be directed to a legacy approval page when accessing approval functions through an existing Dashboard Favorite. This could result in a different approval experience than when accessing the same function through the standard menu path.

With this update:

• Districts using Legacy Workflow will continue to be directed to the corresponding legacy approval screens.

• Districts using Advanced Workflow will be directed to the appropriate Advanced Workflow approval experience.

This behavior is handled automatically, allowing users to continue using their existing Dashboard Favorites without any manual updates or reconfiguration while ensuring a consistent approval experience across all navigation paths.

SF Case # 01734745

EFIN-115137

Ohio local tax and effective date changes

When the pay frequency changes after an effective date change and a local tax record is entered, the effective date change handles this condition rather than throwing a fatal error.

EFIN-142206

Blank Effective Date Change records created when employees use Employee Access Center

Fixed an issue where eFinancePlus (eFP) generated Effective Date Change records with blank Demographics changes when employees used the Employee Access Center (EAC) but did not change any of their Demographics information.

EFIN-143507

Paychecks Screen Did Not Consistently Load as the Default Landing Page

Employees using the Employee Access Center (EAC) were not consistently directed to the Paychecks page after signing in; some were taken to the Employee Demographics page instead. We resolved an issue that could cause the default landing page to vary depending on how users accessed EAC.

EFIN-147455

Inactive Benefit Deductions Continued Appearing During Open Enrollment

In the Employee Access Center (EAC) Benefit Enrollment, deductions marked as "Deduction No Longer Used" could still appear as selectable options during open enrollment. We corrected the filtering logic to ensure that inactive deductions are no longer displayed to employees during enrollment.

EFIN-147962

Resolved Additional Amazon Order Line Items During Concurrent Punchout Sessions

Users could encounter Amazon orders with additional line items not present on the originating requisition or purchase order when multiple Vendor Punchout (VPO) sessions were processed simultaneously. We updated VPO to ensure each punchout session processes independently and includes only items associated with the correct order. These improvements prevent order data from being mixed across sessions and restore accurate purchase order transmission to Amazon.

EFIN-148223

Batch budget and adjustments pending balance

Correct some issues where the pending batch budget adjustment and transfer value could be wrong because of an error the user received associated with adding, changing, or importing data.

EFIN-148831

Editing a Change Accounts Payable Record No Longer Triggers a False Duplicate Invoice Error

Applies to: Fund Accounting | Accounts Payable
Fix Version: eFP 25.7.15.0

What changed?

If your organization uses the Fatal duplicate invoice checking setting on the Fund Accounting Profile, you may have encountered an error when trying to edit an existing record in Change Accounts Payable — even when the invoice number was not being changed. This issue has been resolved.

What was happening?

When saving edits to an existing AP record (such as updating an amount or another field), the system mistakenly compared the record against itself during the duplicate invoice check. This caused a fatal error, preventing the record from being saved.

What's fixed?

The duplicate invoice check now correctly skips the record currently being edited. You can save changes to existing AP records without receiving a duplicate invoice error.

EFIN-149818

FLSA earnings on printed and emailed paystubs now use the pay code Check Title

FLSA overtime on printed and emailed pay stubs now shows the pay code "Check Title" from Pay Table Maintenance instead of the hard-coded label "FLSA," matching Check History and other payroll reports.

EFIN-150560

Bug Fix: Benefit Charge Override Import – Salary Account Mask Value Now Persists After Import

Affected area: Human Resources > Reference Tables > Payroll > Benefit Charge Override

Previously, when importing a Benefit Charge Override record with a wildcard Salary Account value (e.g., 11?) mapped to the Salary Mask field, the Salary Distribution Account displayed blank after import. The imported record was created successfully, but the Salary Account mask value was not retained.

This issue has been resolved. The Salary Account mask value now persists and displays correctly on the imported Benefit Charge Override record, consistent with the existing behavior of the Charge To Account mask field.

EFIN-150947

Deleted Service Records No Longer Display in Services Reference Table

Fixed an issue where deleted service code records could continue to display residual information in the Billing & Receipts > Services reference table. Deleted service records are now fully removed from view and no longer appear after deletion.

EFIN-151048

Users Viewed Budget Codes Outside Their Assigned User Views

Users in Vendor Punchout (VPO) with restricted User Views could see budget codes outside their assigned access, causing budget information to be displayed beyond their configured permissions. We updated VPO to consistently enforce User View restrictions when displaying budget codes.

EFIN-151279

Resolve Vendor Information Import Fails with Non-Descriptive Error When Vendor Records Contain Null Names

Resolved an issue in the System Administration Import Tool where importing Vendor Information or Fund Accounting Reference Table data produced a non-descriptive error when existing vendor records in the database had null vendor names or column alias mismatches. A null check has been added to safely handle null values during vendor import processing, ensuring import jobs complete successfully.

EFIN-151384

Batch AP Imports Now Validate the Correct Encumbrance Record

Batch Accounts Payable imports now validate the status of the specific budget unit and account being paid. Previously, imports could be incorrectly blocked if another charging record on the same purchase order line was closed or finalized. This update ensures valid imports are processed successfully and reduces unnecessary import errors.

EFIN-153185

Improved Access to Dynamic Leave Request Approval Tasks from EAC

Improved the user experience when accessing Dynamic Leave Request approval tasks from the Employee Access Center (EAC).

Previously, users opening Dynamic Leave Request approval tasks from EAC could encounter an additional authentication prompt and may not be taken directly to the requested task. With this update, users are directed straight to the appropriate Dynamic Leave Request approval task, resulting in a smoother, more efficient workflow.

SF Case # 01072358

EFIN-153314

Purchase Orders Were Incorrectly Associated With Multiple Vendors

In Vendor Punchout (VPO), a purchase order number could be reused across orders from different vendors, causing orders to be associated with the wrong transaction and leading to inaccurate shipments. We updated VPO to maintain separate processing and added safeguards to detect and prevent future conflicts in purchase order numbers.

EFIN-153530

Fixed fatal error when updating start date or end date on the Pay Rate screen for positions

Fixed a fatal error that occurred when updating the start date or end date on the Pay Rate Information screen for position assignments. The error was triggered when entering an end date for a position or modifying the start date of an occupied position.

EFIN-153721

Position Change Request Requested By

Corrected the Requested By value for Position Change Requests so lists and related request views consistently display the original request creator’s employee name. Security-user information remains available as a fallback, and conversion requests continue to display as Conversion, Data.