❏ Corrected the program to only display the Accounts Receivable > Invoice Approval link if the logged-on user has pending invoice approvals.

❏ Modified the program to prevent the first (default) customer record in the database from being retrieved and edited as updates to this record can cause issues in Accounts Receivable and Finance.

❏ Added validation to prevent approvers from clearing required fields (Unit Price, Item Total, Amount, Offset accounts) on an invoice and then proceeding with approval.

❏ Added the Credit Memo section with the following columns:

• Credit Memo Nbr
• Adjust Reason
• Account Code
• Amount
• User ID

❏ Corrected the program to always display the +Add link. Previously, the +Add link was removed when all categories were deleted from the page.

❏ Corrected the issue that caused the value in the Next Available Travel Request Number field to be converted and saved as invalid data in the database.

❏ Corrected the program to retain the sort order for the Bank Name column after using the pagination feature.

❏ Corrected various user interface issues to improve the user experience across all tabs including placing the cursor focus on the PO Number field after liquidating a purchase order on the Check Processing - Purchase Order tab.

❏ Modified the program to properly handle adjustments, credit memos, and payments for invoices allowing accurate information to be displayed on the Accounts Receivable > Reports > Accounts Receivable Reports > BAR4000 - Invoice Listing by Revenue Code report.

❏ Corrected the PDF file to display all available records. Previously, only the first page of records was displayed.

❏ Corrected the out-of-balance condition that occurred when an LEA had encumbrances in balance sheet accounts (object codes 1XXX, 2XXX, 3XXX, and 4XXX). Now, the Total Assets equal Total Liabilities plus Net Assets, and the report is in balance.

❏ Modified the program to display the correct realized revenue/expenditure totals when retrieving data from different file IDs.

❏ Modified the program to remove the Est Rev (Estimated Revenue) and Approp (Appropriation) columns from the summary view but still display them in the detailed view.

❏ Corrected the program to only process the deletion if the user clicks Yes in the “Do you want to process?” pop-up window. Previously, data was deleted regardless of the user's selection (Yes/No).

❏ Corrected the issue that caused the Cancel button to display as 0 on the Salary Simulation - Error Listing.

❏ Corrected the spelling of Deductions in the following message: “Extracted Imputed Income Deductions saved successfully.”

❏ Removed this menu item as it is now obsolete and should no longer be used.

❏ Modified the following reports to include the correct 403B FICA Contribution amounts.

• Year to Date Reports > HRS3050 - School YTD Report
• Year To Date Reports > HRS3250 - YTD Account Distribution Journal
• Year To Date Reports > HRS3450 - YTD Payroll Control Listing
• Payroll Reports > HRS2000 - Payroll Control Listing

❏ Corrected the issue that prevented the Employer Contrib field from being populated on the report. Now, the correct EIC amount from the Pre-Post report is displayed.

❏ Added this report to provide a detailed listing of employee WorkJournal timesheet entries.

❏ Added this report to provide a listing of employee WorkJournal timesheet entries pending approval.

❏ Removed the CSV option. As a result, the CSV button was disabled on the report parameters page and the CSV icon was removed from the report.

❏ Corrected the program to properly generate the report. Previously, the report was blank.

❏ Corrected the report to only display the employee's current W-4 information from the Payroll > Maintenance > Staff Job/Pay Data > Pay Info tab.

• If the W-4 Withholding Certificate information is updated for the employee, then only the new information is displayed.
• If the W-4 Withholding Certificate information is not updated for the employee, then the Nbr Exempts field is displayed and the W4 Filing Status field is populated with the W-4 Marital Status.

❏ Modified the Legal (First, Middle, Last, Maiden) and Former (First, Middle, Last) name fields to allow a maximum of 60 characters.

❏ Corrected the Document Attachments functionality to properly load the Document Options window after clicking the Documents button. Previously, a blank window was displayed.

❏ Added validation to the Contract Class Code field to only allow numeric (0-9) and alpha (A-Z) values to be saved. Also, to prevent duplicate contract class codes from being saved.

❏ Corrected the program to prevent workday calendars with an invalid pay frequency from being saved. As a result, workday calendars with invalid pay frequencies will not be displayed on the Copy School Calendar and Delete School Calendar tabs.

❏ Corrected the issue that caused multiple records to be displayed for an employee when incrementing the Prior Teaching Experience field and selecting multiple job codes. Now, only one record per employee is displayed instead of one record per job code.

❏ Corrected the program to only enable the Job Code ellipsis if the Prior Teaching Experience field is selected (enabled).

❏ Corrected the issue that prevented extra duty codes from being displayed in the Extra Duty Codes lookup for the Select Extra Duty Code(s), or blank for ALL parameter.

❏ Renamed the Active Only check box to Employed Only. If selected, employees who are currently employed are included based on the current date, employment date, reemployment date, and term date.

❏ Corrected the program to allow the deletion of a record (row) when applicable. If a record cannot be deleted, an error message will be displayed.

❏ Modified the program to automatically clear the Nbr Extra Days, Attached to Position, and Billet fields when vacating a position that has a stipend with extra days.

❏ Modified the program to prevent Occupant data from being entered when the billet is 00000.

❏ Added validation to clear the Date Inactivated and Reason Inactivated fields on the Date tab if the position's original “saved” status was not Inactive.

❏ Modified the program to automate and sync the termination dates in Position Management and Personnel. If a termination date exists on the Personnel > Maintenance > Employment Info tab, it will be automatically populated when processing a CIP. Or, if a termination date is entered on a CIP, it will be automatically populated on the Personnel > Maintenance > Employment Info tab.

❏ Corrected the program to display all applicable supplements on the Payroll > Maintenance > Staff Job/Pay Data > Distributions tab after processing a CIP. Previously, only some supplement records were displayed.

❏ Corrected the issue where the remaining amount and remaining payments were being updated for G type supplement positions after processing a CIP.

❏ Corrected the issue that prevented the pay rate, contract amount, and contract balance from being updated for new G type supplement positions when there was a processed supplemental transmittal for a prior month.

❏ Modified the program to use the TEA Base amount from the Personnel > Tables > Salaries > State Minimum tab when calculating the state minimum salary for employees on a local annual pay concept with a TRS position code of 02 or 05.

❏ Modified the annualized salary calculation to use 12, 24, or 26 (based on the pay frequency) payments for comparison. Previously, the Max Pymts value was used.

❏ Corrected the program to prevent error message “Remaining Payments must be greater than zero” from being displayed when trying to process changes for pay type 3 employees with zero remaining payments.

❏ Corrected the issue that caused the values in the Percent Day Employed and Percent Year Employed fields to be ignored even though the Display Options to Ignore Pct of Day and Pct of Year for Position Records check box was not selected on the District Administration > Options > Position Management page.

❏ Corrected the program to display a scrollbar as needed in order to view all data on the page.

❏ Corrected the program to display error message “Invalid length for ACCT_PCT” instead of “Invalid length for ACCT_AMT” when importing a CSV file with an invalid account percent.

❏ Corrected the Forecast Account Distribution Journal by Salary Account report to list each individual vacancy for a position number by account code and billet number. Previously, the report combined all vacant positions in a single row.

❏ Corrected the program to limit the warning messages displayed for the Total Pct of Day and/or Total Pct of Year fields to P type positions. Previously, when creating forecast positions in NYR for an employee with both a regular and supplement position, a warning indicating that the employee exceeded 100% of the day was displayed. Now, the warning only displays if the employee has two or more regular positions that exceed 100% of the day and the LEA does not have the Ignore % of Day field selected for those positions. This warning does not apply to supplement positions.

❏ Corrected the account code comparison for supplement positions tied to extra duty codes. The report now recognizes when a G type stipend is in Payroll and Position Management.

❏ Modified the program to incorporate additional information to track requisition changes.

• If a requisition with pending changes is being returned or skipped, a pop-up window with the requisition details (Req Nbr, Vendor Nbr, and Vendor Name) and a message indicating that there are pending changes is displayed.
• If a requisition without pending changes is being returned, a pop-up window with the requisition details (Req Nbr, Vendor Nbr, and Vendor Name) is displayed.
• If a requisition without pending changes is being skipped, a pop-up window is not displayed.

❏ Corrected the issue that prevented an applicant from viewing their submitted job applications.

❏ Modified the error message that is displayed when a user tries to delete a job posting without the appropriate rights.

❏ Corrected the issue that prevented all necessary fields from being displayed on the page. Previously, only the Social Security Number field was displayed.

❏ Added the Mark All As Read button to the Notifications box and page allowing users to mark all notifications as read.

❏ Removed the filter only allowing leave requests created within 60 days of the current date to be displayed under Unprocessed Leave Requests. Now, all unprocessed leave requests are displayed.

❏ Corrected the program error that occurred when selecting a leave type from the Type drop down.

❏ Corrected the issue that caused a travel request to remain on the page even after being approved by the final approver. Also, corrected the issue that caused an additional workflow entry to be created for the final approver.

❏ Modified the program to display the applicable error message when the final approver approves a travel request but the Automatic PA Number Assignment field is not selected on the Finance > Tables > District Finance Options > Finance Options tab. Previously, an error message was not displayed and the travel request remained in a pending status.