❏ Added the Sort Invoices by Alpha or Numeric drop-down field to select a sort order for printed invoices. The following options are available:

• Alpha - Sort invoices alphabetically by customer name.
• Numeric - Sort invoices numerically by invoice number.

❏ Modified the program to allow an account with object code 8XXX to be added with any valid function code. Previously, accounts with object code 8XXX were restricted to a 00 function code.

❏ Modified the Copy from Payroll button functionality to compare the employee's bank information from Payroll to Finance, and automatically add the bank record to the Finance > Tables > Bank Codes > Bank Codes tab if it does not already exist. The bank record in Finance may be added with a different bank code than Payroll as it uses the next available bank code when adding the new record. Previously, if the bank information in Payroll did not exist in Finance, an error message was displayed prompting the user to manually add the bank information in Finance.

❏ Modified the program to allow an account with object code 8XXX to be added with any valid function code. Previously, accounts with object code 8XXX were restricted to a 00 or 99 function code.

❏ Corrected the program to only display the Documents button after retrieving a valid record. Previously, the Documents button was displayed after clicking Retrieve even if a valid record was not retrieved.

• Journal Budget
• Purchase Order
• Cash Receipt
• Journal Actual

❏ Corrected the trashcan icon to remain displayed on the page after changing the Type on a line item from Computer to District.

❏ Corrected the program to maintain the EFT selection when processing payments. Previously, if EFT was selected for the vendor, the payment records did not maintain the EFT selection.

❏ Added the Include Budget? (Y/N) parameter with the following options:

• Y - Include all accounts
• N - Exclude 5XXX-8XXX accounts

❏ Per IRS requirements, updated the 1099-MISC/1099-NEC forms/instructions and all 1099-MISC/1099-NEC functionality to support the 2022 tax year.

❏ Corrected various user interface issues to improve the user experience.

❏ Corrected various user interface issues to improve the user experience.

❏ Modified the program to display 15 rows in the grid instead of 10 before adding a scrollbar.

❏ Modified the program to display the menu breadcrumbs on subsequent processing pages.

❏ Corrected the primary key error that occurred when voiding a check.

❏ Modified the program to display the menu breadcrumbs on subsequent processing pages.

❏ Added the Include SSN on Report? (Y/N) parameter with the following options:

• Y - Include the employee's social security number on the report.
• N - Do not include the employee's social security number on the report.

❏ Modified the reports to include leave total amounts in the Total Hours calculation and display the value in decimal format.

❏ Per IRS requirements, updated the W-2 form/instructions and all W-2 functionality to support the 2022 tax year.

❏ Added the Consent for Terminated Employees? (Y/N) parameter with the following options:

• Y - Use the W-2 electronic consent selection for each terminated employee (from EmployeePortal) to determine whether or not to print a W-2.
  • If the W-2 electronic consent is Y for a terminated employee, a W-2 is not printed.
  • If the W-2 electronic consent is N for a terminated employee, a W-2 is printed.
  • If the W-2 electronic consent is blank for a terminated employee, a W-2 is printed.
• N - Print W-2s for all terminated employees regardless of W-2 electronic consent selection.
  • If the W-2 electronic consent is blank for a terminated employee, a W-2 is not printed.

❏ Added the File ID Current (C) or Previous Year File ID (P) (only for Worksheet and General Journals) parameter to retrieve and calculate data for the current and previous year file IDs.

• HRS7810 - TRS Statutory Minimum Report 373
• HRS7815 - TRS Non-OASDI Employer Contribution

❏ Updated the automated batch processing in Personnel. Instructions for this process are located on the TCC Technical Documentation > ASCENDER Personnel Import page in the ASCENDER Wiki.

❏ Modified the program to allow days and minutes weekly values to be saved for the following service IDs: PES00051 and PES00056. Previously, an error message was displayed.

❏ Per IRS requirements, updated the utility to support the 2022 tax year.

❏ Renamed the output file from New_Hire_MMDDYYYY.txt to EINnhMMDDYYYY.txt where EIN is the District Federal ID Number on the Finance > Tables > District Finance Options > Finance Options tab, nh is new hire, and MMDDYYYY is the current system date.

❏ Corrected the Employed Only field to function as intended by including employees who are currently employed based on the current date, employment date, reemployment date, and term date.

❏ Corrected the Employee Directory functionality. Previously, users could not select and retrieve records for employee numbers tied to employee names with an apostrophe.

❏ Corrected the program error that occurred when selecting a bid from this page.

❏ Corrected the issue that prevented some Bid Nbrs from displaying after retrieving a bid.

❏ Corrected the program error that occurred when printing individual purchase orders.

❏ Added the Document Attachments functionality to view and download documents (e.g., resumes) that were uploaded during the application process.

• Core Questions
• Profile
• Application
• Search Applicant

❏ Corrected the Help button to function as intended.

❏ Corrected the program to display all appropriate Help content in Spanish when selected.

❏ Per IRS requirements, updated the W-2 form/instructions and all W-2 functionality to support the 2022 tax year.

❏ Removed the following Families First Coronavirus Response Act (FFCRA) fields for the 2022 tax year and beyond as it is now obsolete.

• EPSL1
• EPSL1
• EFMLEA

❏ Modified the Purpose field to only allow letters, numbers, commas, periods, and dashes.

❏ Corrected various user interface issues to improve the user experience.

❏ Increased the 60-minute session timer on the homepage (Main Menu) to 300 minutes.

❏ Corrected the Copy from Payroll functionality to copy the complete bank account number from Payroll instead of only the last four digits.

❏ Corrected the Exclude Days for TEA checkbox to default to 0 (not selected) instead of 1 (selected) when adding a new job record.

❏ Corrected the E-mail functionality to only include the year-to-date statements that coincide with the dates entered in the From Pay Date (MMDDYYYY), or blank for ALL and To Pay Date (MMDDYYYY), or blank for ALL parameters. Previously, all year-to-date statements for an employee were included.

❏ Removed the validation that required the Begin Date, Staff Service, and Monthly Minutes to be entered if the Role ID/Staff Classification was selected.

❏ Removed all validations related to the Estimated Annual Salary (Hourly Employees Only) section as it is now obsolete.

❏ Added a 60-minute session timer to the homepage (Main Menu). This timer redirects the user to the ASCENDER Login page and requires them to log on again if they attempt to launch an application after being inactive on the homepage for more than 60 minutes.

❏ Per the 2022 National Automated Clearing House Association (Nacha) Operating Rules & Guidelines, modified the program to store an encrypted version of bank account and employer offset account values in the database. The encrypted values are decrypted via a stored procedure allowing the entire value to be displayed for viewing, editing, and/or approval purposes on the following pages. Also, modified reports to display only the last four digits of the bank account number.

• Bank Reconciliation > Tables > Bank Account Fund Groups > Bank Account Group
• Finance > Tables > Bank Codes > EFT
• Finance > Maintenance > Vendor Information > Vendor Miscellaneous
• Finance > Maintenance > EFT Processing
• Finance > Utilities > Export Finance Tables
• Finance > Utilities > Import Finance Tables
• Finance > Utilities > Positive Pay Export
• Grants and Projects > Tables > SSA Members > Bank Code
• Grants and Projects > Utilities > Grant Payments > Create EFT File
• Payroll > Tables > Bank Codes > EFT
• Payroll > Maintenance > Staff Job/Pay Data > Pay Info
• Payroll > Payroll Processing > Run Payroll
• Payroll > Payroll Processing > EFT Processing
• Payroll > Self-Service > Payroll Approval
• Payroll > Self-Service > Pending by Alternate
• Payroll > Next Year > Copy CYR Staff to NYR
  • Added the Bank Acct Nbr Enc column to the Copy and Delete Bank Deposit reports.
• Payroll > Next Year > Copy NYR Staff to CYR
  • Added the Bank Acct Nbr Enc column to the Copy and Delete Bank Deposit reports.
• Payroll > Utilities > Payroll Simulation > Pay Info
• Payroll > Utilities > Positive Pay Export
• Payroll > Reports > Payroll Reports > HRS2400 - Bank Account Listing
• EmployeePortal > Self-Service

❏ Added validation to allow all valid accounts (except 4XXX accounts) in Finance file ID C to be displayed in the Account Code drop-down. As a result, removed the validation restricting the drop-down to only 5XXX and 7XXX accounts.

❏ Modified the program to default the account codes using the new account code fields on the District Administration > Maintenance > User Profiles > Permissions page. If the District Administration fields are blank, then the Offset Obj and Offset Sobj fields default to the values in the Accounts Receivable field on the Finance > Tables > District Finance Options > Clearing Fund Maintenance tab and the Offset Org field is set to 000.

❏ Corrected the Date Range parameter to use the invoice date instead of the entry date when retrieving invoices.

❏ Added the following fields to the import as they are also included on the Accounts Receivable > Maintenance > Create/Modify Invoice page.

• Reference
• Due Date
• Quantity
• Unit of Issue
• Product Type
• Unit Price

❏ Corrected the pagination functionality in the Directory to display all available pages when performing a search by Property Class. Previously, the pagination feature only displayed the first page of the search results.

❏ Modified the program to allow prior year invoices to be processed regardless of the year in which they originated. Previously, an error message was displayed.

❏ Corrected the issue that prevented the travel request pop-up window from being displayed when clicking the Details spyglass icon.

❏ Changed the Travel req Nbr column heading to Travel Req Nbr.

❏ Added the PNC Bank Format checkbox to generate a file in a layout that meets the PNC Bank format guidelines. When PNC Bank Format is selected, a fixed-width file is generated with a file name of PNCpositive_MMDDYYYY.txt. Also, added the new PNC Bank Pay File Layout to the Interfaces page: PNC Bank Positive Pay File Layout

❏ Removed the Include Void Test Patterns? (Y/N) parameter as it is now obsolete and should no longer be used.

❏ Removed the Include Void Test Patterns? (Y/N) parameter as it is now obsolete and should no longer be used.

❏ Corrected the program to prevent a grant/project code from being deleted if it is assigned to a user on the District Administration > Maintenance > User Profiles > Grants and Projects page.

❏ Added this new report to provide a list of detailed transactions from the general ledger for a specified grant code. Users can view grant/project data for the entire grant period regardless of the school year or file ID, or retrieve data based on the school year, file ID, and from/to accounting periods.

❏ Added the PNC Bank Format checkbox to generate a file in a layout that meets the PNC Bank format guidelines. When PNC Bank Format is selected, a fixed-width file is generated with a file name of PNCpositive_MMDDYYYY.txt. Also, added the new PNC Bank Pay File Layout to the Interfaces page: PNC Bank Positive Pay File Layout

❏ Removed the Print Bank Account Number? (Y/N) and/or the Include Bank Information? (Y/N) parameters from the following reports as they are now obsolete and should no longer be used. Now, a masked version (last four digits) of the bank account number is always displayed on the reports.

• HRS1650 - Employee Salary Information
• HRS2500 - Wage and Earning Statement
• HRS3500 - YTD Wage and Earning Statements

❏ Added the Account Pct column to the report to display the percentage of the payroll distribution account.

❏ Disabled the PDF and CSV buttons. Previously, a program error occurred when clicking the PDF or CSV buttons to generate the report.

❏ Corrected the Detail spyglass icon pop-up window to display and function as intended. Previously, the pop-up window was blank.

❏ Modified the program as follows since the portal no longer supports the mobile responsive functionality.

• Removed the blue banner with the following statement: “CAREERPORTAL IS OPTIMIZED TO WORK ON MULTIPLE PLATFORMS. DESKTOP & MOBILE.”
• Removed the “mobile friendly design” label along with the images of the tablet and cell phone.

❏ Corrected the program to allow a SuperAdmin user to log on even if they are an external user not assigned to an LEA.

❏ Corrected various user interface issues to improve the user experience. Also, changed the page name from Position Details to Job Details.

❏ Corrected the program to display all questions from the application even if the applicant did not answer all questions.

❏ Corrected various user interface issues to improve the user experience.

❏ Added the Position Details accordion section to view the details of the job for which the selected applicant has applied.

❏ Corrected the program to allow a new co-op to be saved with or without entering an email domain. Previously, if an email domain was entered when adding a co-op, the record was not saved.

❏ Corrected the program to allow Admin-only users to edit the Users and User/Group Link pages.