2019 Software Release Notes

2019 Software Release Notes

June 2019

No releases issued in June – researching impact of change in Master Chart of Accounts with several pilot large customers and building payroll calculation data feeds to support the Staffing Model Payroll module as a standard feature for future customers.


May 2019

Improvement – Add query of SQL Server version to display in manage company database screen

Improvement – Add copy sum formula function for custom Calcs in Define Custom Reports and Define Custom Budget Entry screens

Improvement – Job Costing module – add active status to projects, filter for active status in entry and reports screens, add Division attribute to project managers and filter on project permissions by division affiliation.

Improvements – Ongoing changes to Staffing Model reporting for 3rd data entry style

Bug Fix – OrgRollup drop down entries not sorting properly if an OrgRollup cell was null. Added function to force a default value if missing.

Bug Fix – enforce nesting relationship between OrgRollup and OrgUnit drop down search menus in Custom Worksheet Entry screen

Improvement – Config Worksheet Variables - Filter search results by OrgRollup, and only save edited rows vs all rows.

New Feature – intended for large enterprise customers – change in Master Chart of Accounts to designate which accounts should be active for budgeting and reporting to improve reporting speed (May 23rd build) further modifications to be applied in July before rolling out to all customers.


April 2019

Improvement – Add file attachments to the Budget Preview pop-up window

Improvement – Add OrgRollup search parameter in the payroll entry screens

Bug Fix – Monthly Summary Accounts – Parent Currency – Reporting labels were not recognizing

Bug Fix – pro rated benefit calculations for Hourly Staffing entry screen

Improvement – speed improvement in payroll projections data feeds

New Feature – remove orphaned accounts and related transactions utility

New Feature – Mass Duplicate Custom Worksheets utility with audit log

Improvement – added 3rd style of data entry for Payroll Staffing Model – (hours per 7 days of the week)

Improvement – speed optimizations for Custom Worksheets to support large enterprise customers – data source improvements and ability to filter source data by OrgUnit, Object related reporting tags


March 2019

Improvements – Various improvements and enhancements to the new Payroll Staffing Module

Improvements – Duplicate payroll screen, make it more apparent you are copying form the left and duplicating into the target on the left.

Improvement - Enable Hourly Staffing transactions to post into Period 0, for customers who have 13 fiscal periods…


Feb 2019

Improvement – Add hide row function in Custom Worksheets

Bug Fix – Custom Variances – object reference error on search

Bug Fix – Truncate errors in variance comments reporting

Bug Fix – Custom Reports - Exception has been thrown by the target of an invocation

Improvement – Modifications in Lock Budget window to clarify save button pertains to lower half, no need to click save (which is slower). Top 2 buttons auto-saves all accounts.

Bug Fix – errors in assigning Edit and Approval status in Custom Budget Entry screen.

New feature – New Payroll module - Staffing Model (Shift scheduling for 24x7 operations with multiple shift differentials)


 Jan 2019

Bug Fix – Allocation by Linked Accounts – refresh problem with source account values

Bug Fix – recalc OrgUnits object reference error – .Net issue compatibility for certain operating systems

Bug Fix – Specified Cast error in Define Basic Budget Entry screen

Improvement – add comment entry and comment display in the Basic Budget Entry Screen

Bug Fix – Bad OrgUnit Error warnings in employee roster were not resetting after corrections saved.

Bug Fix – Migrate company databases – target company cannot equal source company

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