❏ 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.