The Account Profile browses with AP Invoices have been updated to display the full set of nodes.

Transcription

1 Syward Standard Release, DF120, Nov 4, 2017 System Application Area Menu Path Menu Path Title Project Change Note Project Summary Enhancement/Co Finance Business Budget Management WF\AM\BM\BE\BE Web Financial Management\Budget Management\Budget Entry\Budget Entry The Web Budget Entry import has been updated Budget Import Accumulate to recognize when an account appears multiple amounts for same acct times on an import file. It will now accumulate all the import records for the account. The report has also been updated to list the records in account order and identify when budget detail lines are present. Enhancement Business Account Master WF\AM\CA\TB\AP Web Financial Master\Account Profile Tabs\AP Invoices Business General Inputs WF\AM\GI\JE\JE\JE Web Financial Management\General Inputs\Journal Entry\Journal Entry\Journal Entry Business General Inputs WF\AM\GI\JE\JE\JE Web Financial Management\General Inputs\Journal Entry\Journal Entry\Journal Entry The Account Profile browses with AP Invoices have been updated to display the full set of nodes. Account Management General Inputs now includes change history. Change history is captured once the addendum is loaded; older audit history is not available. The system captures changes made in both PaC and Web; however, the change history display is only available on the Web. The Web Journal Entry import account related error messages and validation lines have been updated, so that the full account number now displays. Business Account Management WF\AM\RP\DM\DM Web Financial The print queue will now display the correct month for the report description for Budgetary Management Data Mining summary reports. Reporting\Budgetary Data Mining\Budgetary Data Mining Detail information in Account Management Add change history to General Inputs JE Import report not displaying full account Data Mining report displays incorrect month Co Enhancement Co Co Business Account Management WF\AM\RP\GI Web Financial The validation for alphanumeric ranges for the Input parameter ranges not General Inputs History and Vendor Check History working correctly Management reports is no longer case sensitive. Reporting\General Inputs History Co Business Accounts Payable WF\AP\CH\AQ Web Financial s Payable\Check Requests\Approve Select All and Unselect All options are now available for check requests approval. Select All option for Check Request Approval Enhancement UG

2 System Application Area Menu Path Menu Path Title Project Change Note Project Summary Enhancement/Co Business Accounts Payable WF\AP\CH\GA Web Financial s Payable\Check Requests\Generate Invoices The Check Request generate invoice processes have been updated to copy notes from the check request to the new invoice. When the check request note belongs to a category that does not exist for AP invoices, the process also adds the new note category for AP invoices. Check Request notes are not moving over to AP Co Business Accounts Payable WF\AP\QV Web Financial s Payable\Quick Void Process Business Accounts Receivable WF\AR\RE\AG\AR Web Financial s Receivable\Reports\Aging\Aging Report The Accounts Payable Quick Void process now builds a reissued invoice with the correct check type if the original invoice has a Single check type. The Web Accounts Receivable Aging Report now prints consistently when it is run in "Historical Aging Report" mode. A historical report now includes the same information and totals regardless of the sort option (Payor/Invoice or Accrual Account/Payor/Invoice). Single Check Type becomes Regular Check Type AR Aging Report filters different amounts Co Co Business Purchasing WF\PU\PR\RE\PI Web Financial Management\Purchasing\Purchase Order Receiving\Reports\PO Items Received Report The Purchase Order Receiving report includes an Remove 0 QTY Remain from Items option to print items not received. Previously, Not Received report purchase order line items with a zero quantity would be listed. This has been corrected and the report only prints PO lines with actual quantities. Co Business Purchasing WF\PU\PS\CF\EC Web Financial Management\Purchasing\Product Setup \Configuration\ECommerce School Health Corporation has been added to our list of online vendors. To get set up with an account and to get e commerce configuration informa on, please contact: Lynn Guza Ecommerce Sales Manager lguza@schoolhealth.com Once you have your connection information (URLs, Login, and Password), you can submit a Service Call to Skyward if assistance is needed in setting up the e commerce configuration. School Health Corp added as new ecommerce vendor Enhancement

3 System Application Area Menu Path Menu Path Title Project Change Note Project Summary Enhancement/Co Business Purchasing WF\PU\PS\CF\EC Web Financial Martin's Office Supply has been added to our list E commerce Martins office supply Enhancement Management\Purchasing\Product Setup \Configuration\ECommerce of online vendors. In order to set up an account and get e commerce configuration information, please contact: Cody Mar n cmar n@mosdirect.com Once connection information has been acquired (URLs, login, and password), a service call can be submitted to Skyward if assistance is needed to set up the e commerce configuration. Business Purchasing WF\PU\PS\CF\EC Web Financial Management\Purchasing\Product Setup \Configuration\ECommerce The e commerce vendor, Baker Office Products, is now Officewise Furniture & Supply. Update Baker Office Products to Officewise Enhancement Business Purchasing WF\PU\RP\MP Web Financial Management\Purchasing\Reports\ Mass Print POs Business Purchasing WF\VE\TB\AC Web Financial Management\Vendors \Vendor Browse\Profile Tabs\ACH Mass Print POs now works correctly with the Check non Print Engine Print Print ecommerce POs setting in the Purchase ecommerce POs flag Order Printing Setup when Print Engine is turned off. Vendor ACH setup information can now be added or modified when Batch invoices are present on the system. Attempting to remove ACH setup information is still not allowed when Batch or Open status invoices exist for a vendor. Inability to add ACH to a vendor w/ Batch/Open inv Co Enhancement Business Purchasing WF\VE\TB\VE Web Financial Management\Vendors \Vendor Browse\Profile Tabs\Vendor Business Purchasing WF\VE\VP Web Financial Management\Vendors \Vendor Profile HR/Payroll Business Employee Management WH\AD\EM\AE Web Human Resources\Employee Management\Assignment Export\Payroll Import A Cash Receipts tab is now available for Vendor Profile. Vendors marked as Ship to Only are now excluded from use on requisitions. The traditional Assignment Export/Payroll Import has been updated to handle the new additional pay code account distributions. The key feature with the traditional import is combining these account distributions when the parent assignments are being combined. A traditional assignment export/payroll import is when in Employee Management Configuration, Payroll Import Options, one of the top two during import to payroll merge options is selected. Cash Receipt tab under Vendor Profile Ship To Only vendor can be used for requisitions Add Pay Code Acct Dist update Traditional Import Enhancement WI UG Co Enhancement

4 System Application Area Menu Path Menu Path Title Project Change Note Project Summary Enhancement/Co Business Employee Management WH\AD\EM\AE Web Human Resources\Employee Management\Assignment Export\Payroll Import The Assignment Export/Payroll Import has been updated to handle the new accounting options for Additional Pay Codes when using the configurations for Current Assignments. The account distributions will be included on the reports, and the Pay Records for Additional Pay Codes are created/updated according to the Account Distribution set up for Additional Pay Codes on the main assignment. Add Pay Code Acct Dist Update Curr Assign Import Enhancement Business Employee Management WH\AD\EM\AE Web Human Resources\Employee Management\Assignment Export\Payroll Import Business Employee Management WH\AD\EM\AE Web Human Resources\Employee Management\Assignment Export\Payroll Import The Assignment Export/Payroll Import has been updated to properly handle Additional Pay Codes when the parent assignment Pay Code has been selected to exclude from merge criteria. The Current Assignment Payroll Import has been updated to factor matching add ons into hourly rates. Update import/export for excluded pay codes Exports with add ons not included in hourly pay Enhancement Co Business Employee Management WH\AD\EM\AS\AS Web Human Resources\Employee Management\Assignments\Assignm ents A new Account Distribution option has been Add Pay Codes Update Pay Code added to the Additional Pay Code setup on Staff Maint for Accounts Assignment records. This option will allow you to select how the Account Distribution should be determined for an Additional Pay Code. The available op ons are: 1. Account Distribution from Assignment (default option) The Account Distribution is the same as the assignment Account Distribu on. 2. Entered Account Distribution This allows the user to use the Add, Edit, and Delete functions to set up an Account Distribution different from the assignment Account Distribu on. 3. Overlay Assignment Account Distribution This allows the user to set up an account overlay based on the assignment Account Distribution. Enhancement

5 System Application Area Menu Path Menu Path Title Project Change Note Project Summary Enhancement/Co Business Employee Management WH\AD\EM\AS\AS Web Human Resources\Employee The following processes have been updated to Areas to update with additional pay Enhancement Management\Assignments\Assignm ents handle the new Additional Pay Code account distribu on op ons: 1. Rename Pay Code u lity. 2. Import Assign from Emp Mgt Plans & Import Assigns from Sal Neg Plans in Employee Management Plan Management. 3. Stop Assignment/Start Assignment for Employee Management Assignments. 4. Create Performance Pay Assignments from Personnel Evaluations in Employee Management Plan Processes (Florida Only). code acct dist Business Employee Management WH\AD\EM\AS\AS Web Human Resources\Employee Management\Assignments\Assignm ents When an add on has the option selected to not use the Calculated FTE, the Calendar ID from the Position Control is used instead of the Calendar ID from the Assignment. Add on program always taking calendar ID of assign Co Business Employee Management WH\AD\EM\PC Web Human Resources\Employee Management\Position Control A new Account Distribution option has been Add Pay Codes Pos Ctrl Accts & added to the Additional Pay Code setup on Assign Creation Position Control records. This option will allow you to select how the Account Distribution should be determined for an Additional Pay Code. The available op ons are: 1. Account Distribution from Assignment (default option) The Account Distribution is the same as the assignment Account Distribu on. 2. Entered Account Distribution This allows the user to use the Add, Edit, and Delete functions to set up an Account Distribution different from the assignment Account Distribu on. 3. Overlay Assignment Account Distribution This allows the user to set up an account overlay based on the assignment Account Distribu on. These changes can cascade to the assignments. Enhancement Business Employee Management WH\AD\EM\PP\AA Web Human Resources\Employee Management\Plan Processes\Assignment Audit The Assignment Audit correctly calculates the Assignment Audit Add On Add on amount when the Add on uses the calculation discrepancy entered FTE value instead of Calculated FTE. It is now using the same logic as the updated Add on screen on the assignment. Co

6 System Application Area Menu Path Menu Path Title Project Change Note Project Summary Enhancement/Co Business Employee Management WH\AD\EM\PS\UT Web Human Resources\Employee Management\Product Setup\Utilities A new utility has been added to Employee Management that will allow users to mass delete Additional Pay Codes from Position Controls and/or Staff Assignments in the selected Employee Management plan. Mass Delete Additional Pay Codes Enhancement Business Employee Management WH\AD\EM\PS\UT\AM Web Human Resources\Employee Management\Product Setup\Utilities\Additional Pay Code Mass Add A menu ID has been created for Additional Pay Create menu ID for Additional Pay Code Mass Add. The utility had been sharing a Code Mass Add menu ID with the Position Assignments Mass Change utility. In addition, the Additional Pay Code Mass Add utility is now available in both Employee Management and Salary Negotiations. Previously, this utility was only available in Employee Management. Enhancement Business Employee Management WH\AD\EM\PS\UT\PA Web Human Resources\Employee Management\Product Setup\Utilities\Positions Assignments Mass Change The Additional Pay Code field has been added to Add Additional Pay Code to the additional parameters within the Selection Selection Parameters Parameters of the Additional Pay Code Mass Add utility. Enhancement Business Employee Management WH\AD\EM\PS\UT\PA Web Human Resources\Employee Management\Product Setup\Utilities\Positions Assignments Mass Change The Additional Pay Codes Mass Assign utility now incorporates Account Distribution options for the Additional Pay Codes created and updated by the utility. Update Addtl Pay Code Mass Assign with Acct Dist. Enhancement Business Employee WH\EP\EP Web Human Resources\Employee\Employee Profile Business Employee Management WH\EP\PS\UT\CI Web Human Resources\Employee\Product Setup\Utilities\Contract Status Import to Profile The Status field was added to the first add Add the Status field to first screen screen in Employee Profile on the Web. This will when adding allow the user to select Employee or Reference right away when adding. When Reference is selected, the Social Security Number will not be required to continue with the add process. The Social Security Number will still be required when adding an Employee. Previously, the Social Security Number was required when adding a Reference or Employee in Web Employee Profile. The menu ID for the Contract Status Import has been corrected so that security to the utility can now be given to non system wide users. Previously, only system wide users could run the utility. Cannot give access to Contract Status Import Enhancement Co

7 System Application Area Menu Path Menu Path Title Project Change Note Project Summary Enhancement/Co Business Employee WH\EP\TB\AF Web Human Federal Users: A Help button has been added for FED: ACA Safe Harbor code help Enhancement Resources\Employee\Employee the Safe Harbor field to provide more detail button Browse\Profile Tabs\Affordable Care regarding the codes. Act Business Employee WH\EP\TB\CU Web Human Resources\Employee\Employee Browse\Profile Tabs\Custom Forms Custom Form Audit Tracking is available in Custom Forms Audit Tracking in Employee Profile. For one to one forms, a Employee Profile History button allows a user to view the change history for the selected Custom Form. For one tomany forms, an All History button allows a user to view the change history for all form entries, and a History button allows a user to view the change history for an individually selected form entry. Enhancement Business Employee WH\EP\TB\EP\AD Web Human Resources\Employee\Employee Browse\Profile Tabs\Employee\Address Business Payroll WH\EP\TB\PR Web Human Resources\Employee\Employee Browse\Profile Tabs\Pay Records Federal Users: When updating the W2/1099R address from the primary address, additional characters beyond the allowable 5 digit zip code will be omitted from the W2/1099R address. Deductions and Benefits can no longer be added to the Employee Profile for a reference. FED: W2 Address allowing characters in zip code Can enter ben/ded record references on the Web Co Enhancement Business Insurance Tracking WH\IT\OE Web Human Resources\Insurance Tracking\Open Enrollment Approvals The Insurance Tracking Open Enrollment approvals process has been updated to allow processing of plans with future start dates. Approvals not working correctly if Plan start date Co Business Federal Reporting WH\SR\FR\RP Web Human Resources\Federal State Reporting\Federal Reporting \3rd Party Retirement Plan Business Federal Reporting WH\SR\FR\RP Web Human Resources\Federal State Reporting\Federal Reporting \3rd Party Retirement Plan Federal Users: When the district is set up to use CUNA Mutual (formerly CPI) as the 3rd Party Retirement Vendor, a Create CUNA Custom Form utility is now available that will create or update a Custom Form for 3rd Party Retirement reporting. This process should be run prior to your first reporting to CUNA, and the form should be populated for employees reported to CUNA. Federal Users: The 3rd Party Reporting extract and export that was previously CPI has been updated to comply with new CUNA standards. Before processing the CUNA Export for the first time, verify your deductions and benefit codes' 3rd Party Retirement Information field to ensure any that are reported in CUNA are flagged correctly. FED: Create custom form utility for CUNA (CPI) FED: CUNA extract and export processing Enhancement Enhancement

8 System Application Area Menu Path Menu Path Title Project Change Note Project Summary Enhancement/Co Business Federal Reporting WH\SR\FR\RP Web Human Resources\Federal Federal Users: The 3rd Party Retirement options FED: CUNA Ded/Ben updates and Enhancement State Reporting\Federal Reporting \3rd Party Retirement Plan for Deductions and Benefits have been updated for the CUNA (formerly CPI) 3rd Party Retirement Vendor. The options have been updated on the Deduction Code Maintenance, Benefit Code Maintenance, and the Deduction/Benefit 3rd Party Retirement Information setup on the 3rd Party Retirement reporting extraction parameters. label changes Business Substitute Tracking WH\ST\TP\MS Web Human Resources\Substitute Tracking\Third Party Import\Maintain Sub Tracking Workfile The Third Party Import Substitute Tracking workfile generation process will now correctly cascade to the Sub Tracking default account when accounts have not been set up in AESOP. Account distribution is 0% error on AESOP import Co Business Payroll HR\PA\MP Human Resources\Payroll\Mass Process Business Payroll HR\PA\PB\PR\PR Human Resources\Payroll\Payroll Payables\Payables Reversal\Proc Reversal When mass adding benefits, the report will now display the correct begin and end dates for the pay records. Running a Payroll Payables reversal for employees who are inactive will no longer lock up the payroll process. Mass Process report displays dates incorrectly Failed update on reversal with inactive employee Co Co Other Business Timeoff MB\TO Mobile\My Time Off For districts using Frontline (formerly Aesop) for Sub Tracking, the Mobile app will now allow users to indicate that they need a sub for their Time Off request. Once the Time Off request is submitted, the user is forwarded to the Frontline website. When a user cancels Time Off requests with the Mobile app, and the request is flagged as sub needed," if the Third Party Sub Tracking software is not Frontline, the user will see notification that they should log into the thirdparty website to remove the sub request. Mobile App and Time Off: Add "Sub Need" function Enhancement WI UG Business Timeoff MB\TO Mobile\My Time Off When an employee submits hourly Time Off Requests for a remaining balance, the request will be set to the decimal value of the remaining balance. Does not accept request for all remaining time Business Timeoff MB\TO Mobile\My Time Off On the Mobile app, Time Off requests now retain the minutes properly when a user switches the time off code. Mobile TO requests not holding minutes Co Co

9 System Application Area Menu Path Menu Path Title Project Change Note Project Summary Enhancement/Co Business Task Manager PS\TM Product Setup\Task Manager Custom forms for task manager steps can now be viewed from the browse on the Task History widget. Link Custom Form to task when opening from widget Enhancement Business Task Manager PS\TM\MT Product Setup\Task Manager\My Tasks Task Manager processes are no longer stalled when a task is reassigned by an organization chart approver or when an organization chart's approval levels change after a process has been started. Business Employee Access WA\EM Web Applications\Employee Access The Task Manager widget columns are now aligned. Business Payroll WA\EM\EI\PI\PA\CH Web Applications\Employee Payroll Payables amounts no longer show in the Access\Employee YTD amounts when printing check information Information\Personal from Employee Access. Information\Payroll\Checks Business Timeoff WA\EM\TO Web Applications\Employee Access\Time Off Process hangs when reassign & org chart is used Co Task Manager widget formatting Co Remove Payables from YTD in Employee Access When selecting the Sub Needed option for Time Mobile TO: Sub Needed not Off requests entered on ios devices, the user working for Apple device will now see a prompt that will open the Frontline site in the Safari Web browser. Due to the way that ios handles security in the browser, and in stand alone web apps, the user may need to log back in to the Skyward app when they complete their sub request. Co Co