Springbrook Enhancement Lists

Data Grids

The expand all (CTRL +) and contract all (CTRL –) hotkeys have been added to all data grids. These hotkeys will expand or contract all child data within the selected data grid.

 

My Batches window

The My Batches icon has been added to the main application menu. This icon launches the My Batches window which can be used to track and process every open batch the current user is authorized to access.

 

My Tasks window

BP Approval, BP Inspection, CM Issue Step and UB Service Request notifications now display in the My Tasks list of items requiring the user's attention.

 

New Batch window

The New Batch window has been updated to include enhanced security. The Name and Group Security fields allow you to specify a common name for a batch and to limit access to the batch by user group. These fields are only activated when the Use enhanced batch security toggle is checked on the SS Setup window.

 

Reports

The report window has been enhanced to save user preferences for magnification levels. Once the magnification level is set, that level will be the default level for reports until it is changed.

 

Report Publisher

The Report Publisher tool has been enhanced to include the ability to specify the module and palette that the published report will be displayed in.

 

Single Login Functionality

The system has been updated to enable single login functionality. This allows users that are currently logged in to an active Springbrook session to launch reports, personnel action forms, etc. directly from a notification email without requiring a second login.

 

Menu Shortcuts

The system has been updated to enable the creation of desktop shortcuts to any of the application menu items by holding the CTRL key and dragging the menu item onto the desktop.

 

Record Shortcuts

The system has been updated to enable the creation of desktop shortcuts to individual work orders, employee records, and tasks by holding the CTRL key and dragging the record onto the desktop.

Business Licensing

The Business Licensing online application has been added for Version 7.10. This application is a web-based business licensing portal that allows business owners and license holders to renew licenses and pay fees online.

 

Business Licensing and Tax

The Business Licensing and Tax online application has been added for Version 7.10. This application is a web-based business licensing and tax portal that allows business owners and license holders to renew licenses, file business tax returns and pay fees or taxes online.

 

Employee Self Service

The Employee Self Service online application has been added for Version 7.10. This application is a web-based Human Resources and Payroll portal that allows employees to manage many of their HR and PR tasks online.

 

Online Code and Contact Management

The Online Code and Contact Management application has been added for Version 7.11. This application is a web-based code enforcement portal that allows citizens to submit, track and resolve code infractions online.

 

Open Enrollment

The Open Enrollment online application has been added for Version 7.10. This element of the Employee Self Service application allows employees to research, enroll and update their benefits enrollment status online.

1099s

The Generate step has been updated to utilize the 1099 Box information specified on any included invoice line items. The system will use this information to determine which 1099 boxes will be populated.

 

Display

The Reconciled toggle and Clear Date column have been added to the Display Checks data grid. The Reconciled toggle will be checked once a displayed check has been cleared through the Bank Reconciliation module. The Clear Date column will display the date of the reconciliation.

 

Invoices

The Invoices process has been updated to allow users to edit the Fiscal Year associated with the current invoices batch. The fiscal year can now be set on the Settings step.

 

The WO Override Item field has been added to the Invoice Line Item Maintenance window. This field is to create a materials activity line on the attached work order when the invoice is committed.

 

Auto populate functionality has been added to the 1099 detail fields on the Invoice Item Maintenance window. The 1099 Vendor, 1099 Type and 1099 Box information associated with the 1099 Vendor attached to the primary vendor will now automatically populate.

 

Recurring Invoice Maintenance

Work order detail columns have been added to the Recurring Invoice line item data grid. These columns allow the user to specify the WO Number, Reference Number, Activity Type Code, WO Override Item, Quantity and Unit Type associated with each recurring invoice line item.

 

Vendor Maintenance

The 1099 Vendor field has been added to the Vendor Selection window. This field is used to search for vendors specified as 1099 vendors.

 

The Keyword field has been added to the Vendor Selection window. This field is used to search for a particular term or phase that appears in the vendor’s Last Name or Doing Business As fields.

 

The 1099 Vendor field has been added to the General tab of the Vendor Maintenance window. This field is used to specify a default 1099 vendor for the vendor being maintained.

 

The Receive purchase orders electronically toggle has been added to General tab of the Vendor Maintenance window. This toggle is used to enable the vendor to receive electronic purchase orders via email.

 

The Phone Extension and Phone 2 Extension fields have been added to the Contacts tab of the Vendor Maintenance window. These fields are used to record direct vendor extension numbers.

 

The Purchase order receiver toggle has been added to the Contacts tab of the Vendor Maintenance window. This toggle is used to enable the contact to receive electronic purchase orders via email.

 

The Default 1099 Box field has been added to the Details tab of the Vendor Maintenance window. This field is used to specify which standard 1099 form box number the invoices value will populate.

 

The Include 1099 vendor toggle has been added to the PO History tab of the Vendor Maintenance window. When this toggle is checked, the data grid will display all purchase orders associated with any 1099 vendors attached to the primary vendor.

Display

The Transaction Detail window has been added to the Display palette. This window is used to display the transaction level details associated with historical AR transactions.

 

Account Maintenance

The ability to drill down to the CR receipt detail record from the History tab has been added to the Account Maintenance window.

 

The Account Selection window has been updated with improved delete validation to prevent a user from inadvertently deleting an Accounts Receivable account that is associated with an existing work order.

 

Past Dues

The Available Credits column has been added to the Aging report in the Past Dues process. This column displays any unapplied credits that exist on an account included in the report.

 

Reports

The Available Credits column has been added to the Aging report. This column displays any unapplied credits that exist on an account included in the report.

 

The AR Trial Balance report has been updated to include the Include unapplied credits in balances toggle. This toggle simplifies the report by consolidating the functionality of the Include unapplied credits in the balance forward and the Include unapplied credits in the previous balance toggles.

Display

The Transaction Detail window has been added to the Display palette. This window is used to display the transaction level details associated with historical BP transactions.

 

QBE Maintenance

The Query by Example report has been updated to automatically aggregate multiple address and name database fields into commonly used address and name display formats.

Display

The Display palette has been added to the Bank Reconciliation module. This palette contains the Bank Recon Display window which is used to display a filtered list of reconciliation transactions.

 

Reports

The Void Checks field has been added to the Checks by Date report. This field is used to determine if the commit date or journal entry date will be used to filter voided checks.

 

The Use Journal Entry date for voids option has been added to the Void Checks field on the Outstanding Transactions report. This option is used to filter the voided checks included in the report by journal entry date.

Display

The Transaction Detail window has been added to the Display palette. This window is used to display the transaction level details associated with historical BT transactions.

 

Business Maintenance

The Generate button and Web Key field have been added to the General tab of the Business Maintenance window. The Generate button is used to generate a random web key that will display in the Web Key field. This web key is used to access Springbrook Online Applications.

 

The Web Signature column has been added to the History tab. This column will display the signature entered when a citizen submits an application or return through the Business Licensing or Business Licensing and Tax online applications.

 

Utilities

The Generate Web Keys tool has been added to the Utilities palette. This tool is used to generate random web keys for filtered groups of businesses. These web keys are used to access Springbrook Online Applications.

Issues

The Reference Number and Web User fields have been added to the Issue Selection window. These fields are used to filter the displayed issues by attached Reference Numbers or associated Web Users.

 

The Web User field has been added to the General tab of the Issue Maintenance window.

 

The Target Latitude and Target Longitude fields have been added to the General tab of the Issue Maintenance window. These fields are used to specify the latitude and longitude of the issue.

 

The Notification Recipient drop-down menu has been added to the Steps tab of the Issue Maintenance window. The field allows a user to specify a different queue, role or user as the notification recipient for each issue step.

 

The WO-Create Work Order option has been added to the Action field of the Steps tab. This option will generate a work order from a specified recurring estimate when the issue step is completed.

 

Maintenance

The Web Approvals Maintenance window has been added to the Maintenance palette of the Code and Contact Management module. This window is used to maintain contact information for Web Sources submitted through the Online Code and Contact Management application.

 

The Web Source Maintenance window has been added to the Maintenance palette of the Code and Contact Management module.

 

Issue Type Maintenance

The Notification Recipient drop-down menu has been added to the Steps tab of the Issue Type Maintenance window. The field allows a user to specify a different queue, role or user as the notification recipient for each issue step.

 

The WO-Create Work Order option has been added to the Action field of the Steps tab. This option will generate a work order from a specified recurring estimate when the issue step is completed.

 

The Notes column has been added to the Forms field on the Steps tab. This editable field is used to add a note to any of the forms attached to the issue step.

 

Forms Maintenance

The Web Approvals option has been added to the Process drop-down menu. This option is used to create a Word merge form used in the CM Web Approvals process.

 

Setup

The Work Orders interface toggle has been added to the Interfaces section of the CM Setup window. This toggle is used to generate WO module work orders when an issue step is completed.

 

Web Approvals

The Web Approvals batch process has been added to the Code and Contact Management module. This process is used to approve issues submitted by citizens through the Online Code and Contact Management application.

Cash Receipts

The AR Invoice Number field has been added to the Search tab of the Cash Entry window. This field allows users to search accounts by Accounts Receivable invoice numbers.

 

The ability to add a Credit to a Licensing and Permits module application or license has been added to the Cash Entry window.

 

The ability to automatically update the LP License Print Date field when a license is printed from the Cash Receipts module has been added to the Enter Receipts window.

 

The Recalculate icon has been added to the LP Licensing window. This icon is used to recalculate penalty units based on changes to the license start date.

 

The Billing option has been added to the Operation field on the LP Licensing window. This option is used to attach LP billing fees to the selected receipt.

 

The LP Proof List report step has been added to the Cash Receipts process. This step is used to generate a proof list that displays the details associated with payments made on LP module licenses or permits.

 

The ability to bypass auxiliary proof lists has been added to the Cash Receipts palette. The BT, LP and UB proof lists no longer need to be generated if none of the receipts included in the cash receipts batch affect BT, LP or UB accounts.

 

Display Receipts

The Display Receipts window has been updated to include the ability to filter the displayed receipts by partial filter values.

 

The PT Citation Number field has been added to the Display Receipts window. This field is used to filter the displayed receipts by Parking Tickets module citation numbers.

Module Wide

The Fixed Assets module has been redesigned to utilize transactional accounting. This will provide more accurate tracking and historical reporting on original asset cost and quantity, asset life and asset salvage value.

 

The Gain/Loss account type has been added to the Fixed Assets module. This account type is debited when a fixed asset with a specified sale price is processed through the Disposals process.

 

Adjustments

The Combined Depreciation, Life, Original Cost and Salvage Value Adjustments batch processes have been combined into a single, more flexible adjustments batch process that can be utilized at any point in the asset’s life.

 

Disposals

The Disposals batch process has been updated to allow for the disposal of a portion of a mass asset.

 

The Effective Date field has been moved from the top of the Dispose Assets window, where it applied to all assets included in the disposals batch, to the data grid below, where a unique Effective Date can be specified for each asset included in the batch.

 

The Sale Price field has been added to the Pending Transactions section of the Dispose Assets window. This field is used to record a sale price for the asset being disposed and thereby reduce the total amount disposed. This field will also display on the Disposals Proof List.

 

Class Maintenance

The Class Maintenance window has been updated to allow the attachment of partial GL accounts. This enables the costs associated with an asset to be distributed across multiple accounts in the same fund.

 

Fixed Asset Maintenance

The Mass Assets toggle and Quantity field have been added to the General tab of the Fixed Asset Maintenance window. If an asset is set up as a mass asset, the toggle is checked and the Quantity field is used to specify the number of units in the mass asset.

 

Running totals for Value, Quantity, Salvage Value and Disposals are now displayed on the Transactions tab.

 

The Log tab has been added to the Fixed Asset Maintenance window. This tab is used to record and track individual elements of a mass asset.

 

The Audit Trail tab has been added to the Fixed Asset Maintenance window. This tab is used to track any changes made to the fixed asset record.

 

Install Assets

The Effective Date field has been moved from the top of the Install Assets window, where it applied to all assets included in the installation batch, to the data grid below, where a unique Effective Date can be specified for each asset included in the batch.

 

Quick Asset Entry

The Quick Asset Entry batch process has been converted into a multi-batch process in order for more than one batch to be processed at a time.

 

Reports

The Asset Type field has been added to the Asset tab of the Query Manager report window. This field is used to specify whether the report will include all assets, only regular assets or only mass assets.

 

The Action Type field has been added to the Transaction tab of the Query Manager report window.

 

Reporting Tools

The asset and transaction filters on the Filters tab of the Query Manager Maintenance window have been moved to separate Asset Filters and Transaction Filters tabs.

 

The Asset Type field has been added to the Asset Filter tab of the Query Manager Maintenance window. This field is used to specify whether the report will include all assets, only regular assets or only mass assets.

 

The Action Type field has been added to the Transaction Filter tab of the Query Manager Maintenance window.

 

Setup

The Gain/Loss account type field has been added to the Default Accounts section of the FA Setup window. This field is used to specify the account that will be debited when a sale price is specified for a fixed asset that is being processed through the Disposals process.

Display

The GL Display window has been enhanced to display period 14 and 15 data.

 

The All display option has been added to the ALFRE drop-down menu in the Search Criteria section of the GL Display window. This display option is used to display all ALFRE accounts.

 

Chart of Accounts Maintenance

Multiple instances of the Chart of Accounts Maintenance window can now be opened concurrently in order to more easily compare account details.

 

The Display Proof List button has been added to the History tab of the Chart of Accounts Maintenance window. This icon is used to launch the proof list associated with the selected journal entry.

 

Reports

The Revenue vs. Expenses Summary report to the Reports palette of the General Ledger module. This report displays activity in revenue and expense accounts for a range of fiscal periods summarized by fund.

 

The Trial Balance report has been updated to include support for displaying five-digit batch numbers in the Description column.

 

Reporting Tools

The VRI Reporting Tool has been enhanced to include drill-down functionality. Users will now be able to access GL Account Maintenance windows directly from VRI-generated Excel spreadsheets.

 

Utilities

The Copy VRI groups toggle has been added to the Create New Fiscal Year window. This toggle is used to create the new fiscal year in all VRI groups at the same time.

 

The Refresh Account Settings tool has been added to allow users to update empty account alias, account header, section type and VRI group data in a target fiscal year with the related details from a source fiscal year.

 

IL Annual Treasurer’s Report

The Illinois Annual Treasurer’s reporting functionality has been updated to provide additional reporting features.

The existing Annual Treasurer’s report will be limited to General Ledger data to improve clarity. This report will also be split by fund when the Aggregate by account type toggle is checked.

The new Annual Treasurer’s Export is used to export Accounts Payable data.

The new Annual Treasurer’s Payroll report is used to report on existing Payroll data in a tiered column format.

Display

The Contact Display window has been added to the HR module. This window is used to display employee comments submitted through the Employee Self Service Online Application.

 

Maintenance

The Deduction/Benefit Maintenance window has been added to the Maintenance palette. This window provides read-only deduction/benefit details specified on the Payroll module version of the Deduction/Benefit Maintenance window. This window also allows users to create Enrollment questions for the Open Enrollment Online Application, record deduction or benefit provider information and specify additional details on the Miscellaneous tab.

 

The Deduction/Benefit Group Maintenance window has been added to the Maintenance palette. This window is used to combine deductions and benefits into user defined groups.

 

The Question Maintenance window has been added to the HR module. This window is used to create and maintain deduction/benefit related questions that will appear on the Open Enrollment Online Application.

 

The Web Announcements and Web Quotes Maintenance windows have been added to the Maintenance palette. These windows are used to create and maintain the announcements and quotes that will appear on the Employee Self Service Online Application.

 

Employee Maintenance

The Employee Selection window has been updated to provide additional filtering options with the Main and Advanced filtering tabs.

 

The Launch PR Employee Maintenance icon has been added to the main menu of the Employee Maintenance window. This icon will launch the PR Employee Maintenance window for the currently selected employee.

 

The Beneficiaries tab has been added to the HR Employee Maintenance window. This tab is used to associate beneficiaries with the benefits attached to the employee record.

 

The Dependents tab has been added to the HR Employee Maintenance window. This tab is used to attach dependents to the employee record.

 

The E-Verify section has been added to the I-9 tab of the HR Employee Maintenance window. The E-Verify Case ID and Employer Case ID fields in this section are used to record E-Verify worker eligibility case details.

 

Open Enrollment

The Open Enrollment batch process has been added to the HR module. This process is used to set up, maintain and commit the deduction/benefit enrollment process that employees complete through the Open Enrollment Online Application.

 

Personnel Action Forms

The Employee Record Update step has been added to the Personnel Action Form Wizard. This step is used to specify changes to the employee record that will take effect once the PAF is processed.

 

The Employee Info tab has been added to the PAF Maintenance window. This tab is used to edit and display any changes to the employee record that will take effect if the PAF is approved.

 

Reports

The Census Export tool has been added to the Reports palette. This tool is used to generate a file containing all of the details needed to request a bid from a prospective benefits provider.

 

Utilities

The Generate Web Users tool has been added to the Utilities palette. This tool is used to generate online accounts for multiple users en masse.

 

The Require functions to view employee records toggle has been added to the HR Setup window. This field is used in conjunction with the HR Employee Access role function in order to restrict access to HR employee records.

 

Web Approvals

The Web Approvals process has been added to the HR module. This process is used to approve changes to the employee record made through the Employee Self Service Online Application.

Inventory Transactions

The Inventory Transactions Work Order Proof List report has been updated to include additional work order information. The report will now include the Reference Number and Activity columns.

 

Item Maintenance

The Attributes tab has been added to the Item Selection window. This tab is used to filter the items displayed in the window by item name, description, status and miscellaneous attributes.

 

The process of adding a vendor to the Vendors field of the Item Maintenance window has been updated to set the default Increment field value to 1.00.

 

Physical Inventory

The Export step has been added to the Physical Inventory process. This step is used to generate an export file meant to be used with a handheld inventory device.

 

Setup

The Automatically attach items to WO Equipment toggle has been added to the IC Setup window. When an issue type inventory transaction is committed, and the issue transaction includes a work order that has attached equipment, the IC item being issued will be automatically attached to that equipment as a new part on the Parts tab.

Display

The Transaction Detail window has been added to the Display palette. This window is used to display the transaction level details associated with historical LP transactions.

 

Letters

The Batch Process and Batch Number fields have been added to the Tran Filters tab of the Generate step of the Letters process. These fields are used to help locate and process web transactions, which are all posted to the same batch.

 

License Maintenance

The ability to attach a business to a new license after it has been created or to an existing license at any point in its lifecycle has been added to the License Maintenance window.

 

The Print Date field on the General tab has been updated to automatically populate with the current date when the license is printed from CR Cash Receipts, LP Letters or LP License Maintenance.

 

The Web Signature column has been added to the History tab. This column will display the signature entered when a citizen submits an application through the Business Licensing or Business Licensing and Tax online applications.

 

License Type Maintenance

The Notification toggle has been added to the General tab of the License Type Maintenance window. This toggle is used to generate a notification letter for the license holder if the license is included in a Letters batch.

 

The Use in Renewals process toggle has been added to the General tab of the License Type Maintenance window. This toggle is used to flag any licenses generated by this license type as eligible for the LP Renewals process.

 

The Auto-calculate penalty toggle has been added to the General tab of the License Type Maintenance window. This toggle is used to automatically charge past due penalty fees attached to the license renewal fee if the renewal is past due.

 

QBE Maintenance

The Query by Example report has been updated to automatically aggregate multiple address and name database fields into commonly used address and name display formats.

 

Refunds

The Refunds process has been added to the LP module. This new batch process is used to process refunds on LP module licenses and permits.

 

Renewals

The Renewals process has been added to the LP module. This new batch process is used to process renewals on LP module licenses and permits.

 

Utilities

The Change License Type tool has been added to the Utilities palette of the LP module. This tool is used to change the license type on existing licenses and applications.

 

The Generate Web Keys tool has been added to the Utilities palette. This tool is used to generate random web keys for filtered groups of licenses. These web keys are used to access Springbrook Online Applications.

Task by Project Report

The Summary option has been added to the Report Type drop-down field of the Task by Project Report window. This option will print a summary version of the report that displays only the basic PM task details.

Change Orders

The Work Order Detail option has been added to the Report Type drop-down menu on the Change Orders Proof List window. This version of the report displays the work order details associated with the purchase order line items included in the report.

 

The Send Electronic POs step has been added to the Change Orders process. This step is used to generate and send emails containing PDFs of updated purchase orders to any vendor included in the batch that is set up to receive purchase orders electronically.

 

Purchase Orders

The Purchase Orders window has been updated to automatically renumber PO line items. When a PO line item is deleted from the Line Items tab, the remaining line items will be automatically renumbered.

 

The Electronic Recipient field has been added to the Purchase Order Line Item window. This field is used to specify additional electronic PO recipients.

 

The Activity Type column has been added to the Line Items tab of the Purchase Order Line Item window. This field is used to attach a WO module activity type to the purchase order line item.

 

The Work Order Detail option has been added to the Report Type drop-down menu on the Purchase Orders Proof List window. This version of the report displays the work order details associated with the purchase order line items included in the report.

 

The Send Electronic POs step has been added to the Purchase Orders process. This step is used to generate and send emails containing PDFs of purchase orders to any vendor included in the batch that is set up to receive purchase orders electronically.

 

Receiving

The Receiving process has been updated to allow a user to receive a value greater than the value specified on the purchase order.

 

Reports

The Resend electronic purchase order toggle has been added to the Purchase Order Statements report. This toggle is used to resend electronic purchase order emails to any vendor attached to the PO that is set up to receive POs electronically.

 

Requisitions

The Requisitions Maintenance window has been updated to allow users to attach documents to new requisitions before they are saved.

 

The Vendor Name column has been added to the Line Items tab of Requisition Maintenance window. This column display the name associated with the vendor number selected when the line item was created.

 

Setup

The PO Email Template field has been added to the Purchase Orders tab of the PO Setup window. This field is used to set a default email template to be used with electronic purchase orders and change orders.

 

The All purchase order line items default to allow over receiving toggle has been added to the Purchase Orders tab of the PO Setup window. This toggle enables the over receiving option in the PO Receiving process.

Computer Checks

The Period Wage icon has been added to the Timecard Maintenance window. This icon launches a period wage detail window that displays everything associated with the period wages.

 

Expanded data display options have been added to the Timecards and System Timecards tabs of the Timecard Maintenance window. This additional data provides information on timecard calculations.

 

The Do not automatically calculate overtime toggle has been added to the Check tab of the Timecard Maintenance window. This toggle is used to override the standard Springbrook overtime calculations.

 

Direct Deposits

The Direct Deposits batch process has been added to the Payroll module. This process is used to approve or reject direct deposit accounts submitted by employees through the Employee Self Service online application.

 

Maintenance

The Deduction/Benefit Type Maintenance window has been added to the Maintenance palette. This window is used to create and maintain deduction/benefit types that are used to group deductions and benefits into user defined type groups.

 

The Vacation Approval Maintenance window has been added to the Maintenance palette. This window is used to display and maintain vacation requests submitted through the Employee Self Service Online Application.

 

The Web Timesheets Maintenance window has been added to the Maintenance palette. This window is used to create timesheet templates that can be used by employees when submitting timesheets through the Employee Self Service online application.

 

Accrual Maintenance

The Accrual Type field has been added to the General tab of the Accrual Maintenance window. This field is used to associate the accrual code with an accrual type code.

 

Deduction/Benefit Maintenance

The Type field has been added to the General tab of the Deduction/Benefit Maintenance window. This field is used to associate the deduction or benefit with a Deduction/Benefit Type.

 

The Linked Ded/Ben field has been added to the General tab of the Deduction/Benefit Maintenance window. This field is used to specify another deduction or benefit that will also be attached to an employee record when that employee enrolls in the current deduction or benefit through the Open Enrollment online application.

 

The Default Cycles section has been added to the General tab of the Deduction/Benefit Maintenance window. This section is used to specify which benefit/deduction cycle the benefit or deduction will default to when attached to an employee time card.

 

Employee Selection

The Employee Wizard icon has been added to the Employee Selection window. The Employee Wizard guides users through the employee creation process and allows a new employee to be saved in incomplete status until the employee record is complete.

 

Additional employee detail columns have been added to the Employee Selection window data grid. These columns include Job Title, Annual Salary, Grade, Step, Part Time, and Full Time Hours.

 

Employee Maintenance

Multiple instances of the Employee Maintenance window can now be opened concurrently in order to more easily compare employee details.

 

The Enrollment Plan field has been added to the General tab of Employee Maintenance window. This field is used to associate the employee with an enrollment plan.

 

The Emergency Contact and Emergency Phone fields have been added to the General tab of the Employee Maintenance window. These fields are used to associate emergency contact information with an employee record.

 

The Bank Code field has been moved from the Deduction/Benefit Maintenance window to the Deduction section of the Deductions tab on the Employee Maintenance window. This field is used associate a bank code with a direct deposit deduction.

 

The Waived and Reason fields have been added to the Revisions section of the Deductions and Benefits tabs. When the Waived field is set to Yes, the Reason field can be used to explain why the deduction or benefit was waived and the deduction or benefit will not be used in Payroll calculations for the employee.

 

The Web Pay Code field has been added to the Accruals tab of the Employee Maintenance window. This field is used to specify a pay code that will override the default pay code used when an employee submits a vacation request through the Employee Self Service online application.

 

Pay Code Maintenance

The Pay Code Maintenance window has been redesigned to improve clarity and utilize the standard tabbed maintenance window format.

 

The ability to specify full or partial PM Task or Type codes has been added to the Pay Code Maintenance window. When calculating the PM impact on labor timesheet items, the task or type code information specified on the pay code will be overridden by task or type code information specified on the rate code.

 

The Pay out first for overtime toggle has been added to the Advanced tab of the Pay Code Maintenance window. This toggle is used to ensure that any hours on an employee’s timecard that are associated with this pay code should apply to overtime hours before other pay codes on the same timecard.

 

The Do not credit back for overtime toggle has been added to the Advanced tab of the Pay Code Maintenance window. This toggle is used to prevent the system from crediting back accrual payout hours that result in overtime for the timecard.

 

QBE Maintenance

The Query By Example reporting tool has been updated to include Employee Deduction Revision details in the Available Fields section of the secondary table.

 

Rate Code Maintenance

The ability to specify full or partial PM Task or Type codes has been added to the Rate Code Maintenance window. When calculating the PM impact on labor timesheet items, the task or type code information specified on the rate code will have precedence over task or type code information specified on the pay code.

 

The First Name and Last Name fields have been added to the Employees section of the Rate Code Maintenance window.

 

Reports

Subtotal by employee functionality has been added to the Deduction Register report. When the report is generated in Summary or Detail mode, subtotals by deduction will be displayed for each employee included in the report.

 

The Vacation Request report has been added to the Payroll module. This report displays a filtered list of vacation requests that employees have submitted through the Employee Self Service online application.

 

The Work Period Proof List report has been added to the Payroll module. This report provides a detailed list of pay codes, hours and overtime information for a specified work period.

 

Illinois Treasurer’s Report

The Illinois Treasurer’s Report has been updated to improve usability.

 

Timesheets

The Units field on the Timesheets and Quick Time Entry windows has been updated to accommodate a larger number. This value in this field can now be up to 99999.99.

 

Timesheets Approval

The Select My Employees option has been added to the Select Timesheets step of the Timesheets Approval process. This option allows the user to select all the available timesheets for any employee set up with the user as their supervisor.

 

The Work Order Detail option has been added to the Report Type drop-down menu on the Timesheets Approval Proof List window. This report option displays addition work order details for every timesheet line item for every employee included in the batch.

 

The Commit step has been updated to create a new WO Activity batch if a batch is not specified. This new batch will be advanced to the Proof List step.

 

Setup

The Require functions to view employee records toggle has been added to the General tab of the PR Setup window. This field is used in conjunction with the PR Employee Access role function in order to restrict access to PR employee records.

 

W-2s

The W-2s batch process has been updated to include a Commit step.

 

W-2 Adjustments

The W-2 Adjustments batch process has been added to the Payroll module. This process is used to modify committed W-2 information.

Collections

The Collections process is used to process collections fees and generate collection agency report and export files in order to compel payment from delinquent accounts.

 

Excessive Tickets

The Excessive Tickets process is used to process accounts and generate form letters for PT Persons that have accumulated more than a specified number of unpaid citations.

 

Maintenance

The Alert Code Maintenance window is used to set up alerts that will alert users when they select, edit or receipt a citation. Each alert code can be customized to display specific alert messages and to only display in certain situations.

 

The Credit Types Maintenance window is used to create credit types that can be used to adjust or pay off a citation fee without impacting the General Ledger.

 

The Fee Maintenance window is used to create fees that are attached to citations in order to generate transactions and assess parking citation penalties.

 

The Forms Maintenance window is used to create MS Word standard forms that can be set up to pull user specified data through the use of mail merge fields.

 

The Location Maintenance window is used to create and maintain location codes. These codes are used to record the general location in which a citation is issued.

 

The Officer Maintenance window is used to create and maintain officers. Officers are attached to parking tickets when citations are recorded.

 

The Parking Tickets Maintenance window is used to create and maintain parking tickets. Parking tickets are the primary entity in the Parking Tickets module.

 

Payment Priority Codes are attached to fees in order to determine the order in which those fees are paid when a partial payment is received.

 

The Person Maintenance window is used to create and maintain person codes in the Parking Tickets module. Persons can be attached to parking tickets when citations are issued.

 

The Remit Address Maintenance window is used to specify the address of the organization office that is designated to receive remittances. The remit address will appear on printed PT Past Dues statements.

 

The Status Maintenance window is used to create and maintain statuses. Statuses are attached to parking tickets and can be used to determine which processes a parking ticket is included in.

 

The Vehicle Maintenance window is used to track vehicles as they are included on citations.

 

Past Dues

The Past Dues process is used to generate past due statements for parking tickets with outstanding charges.

 

Reports

The Parking Tickets report is used to display a filtered list of all the parking tickets in the system.

 

Utilities

The PT Setup window is used to set up the Parking Tickets module.

 

The Import and Export Parking Tickets windows are used to import and export parking ticket details to and from handheld devices.

Display

The Transaction Detail window has been added to the Display palette. This window is used to display the transaction level details associated with historical SA transactions.

 

QBE Maintenance

The Query by Example report has been updated to automatically aggregate multiple address and name database fields into commonly used address and name display formats.

Maintenance

The Email Template Maintenance window has been added to the Maintenance palette. This window is used to create and maintain email templates that the system will use to generate customized email notifications for newly registered online application users.

 

The Purchasing Units Maintenance window has been added to the Maintenance palette. This window allows users that do not have the Inventory Control module installed to create and maintain unit types used in the Purchase Orders module.

 

The Report Publishing Maintenance window has been added to the SS Maintenance palette. This window is used to create and maintain custom published report palettes throughout the application.

 

Form Maintenance

Form letters have been added for the Web User Registration and Open Enrollment processes. These customizable letters are used to provide new web users with their registration details and to inform employees when an open enrollment period begins.

 

Menu Security Maintenance

The Menu Security Maintenance window has been updated to include security options for the Create Batch and Delete Batch steps of every batch process in the application.

 

The Maintain Menu Security window has been enhanced with additional security functionality. Menu items, palettes and modules that are set to disabled for a user or user group will no longer be displayed when that user or member of the user group logs in to the application.

 

Role Maintenance

The Role Maintenance window has been updated to facilitate simplified function assignment across multiple departments.

 

The HR Contact, HR Employee Access and PR Employee Access options have been added to the available functions on the Role Maintenance window.

 

Reports

The External Reports tool has been added to the SS Reports palette. This tool is used import external reports so they can be printed from the application or saved as published reports for future use.

 

Utilities

The Web Parts Service URI field has been added to the System tab of the SS Setup window. This field is used to specify the endpoint address to the Web Parts Service for the SharePoint dashboard components.

 

The Block reporting of usage statistics to Springbrook toggle has been added to the System tab of the SS Setup window. When checked, this toggle prevents automatic reporting of window access statistics to Springbrook. This reporting does not include any Springbrook database data.

 

The Use enhanced batch security toggle has been added to the System tab of the System Setup window. This toggle enables an additional level of Menu Security to control who can create and delete batches system wide. This also enables the Name and Group Security fields on the New Batch window, allowing users to specify an easily recognizable name for the batch and specify which user group should have access to the batch.

 

The BCC Addresses field has been added to the SMTP tab of the System Setup window. This field is used to specify one or more blind carbon copy email addresses that will receive a copy of every system-generated email.

 

The Terminate the running process icon has been added to the Jobs Viewer window. This icon is used by users with admin rights to terminate a selected processing job.

 

The Details column has been added to the Jobs Viewer data grid. This column allows users to determine if a job generated a detailed error message without requiring that the job be highlighted first.

 

The Out of Office Utility has been added to the Utilities palette. This tool is used to update the out of office status for Springbrook users that are out of office but neglected to update their status.

 

Web Application Setup

The Employee Self Service Setup window has been added to the new Web Application Setup palette. This window is used to set up and maintain the Employee Self Service Online Application.

 

The Licensing and Tax Setup window has been added to the new Web Application Setup palette. This window is used to set up and maintain the Licensing and Tax Online Application.

 

The Online Code and Contact Management Setup window has been added to the Web Application Setup palette. This window is used to set up and maintain the Online Code and Contact Management application.

 

The Open Enrollment Setup window has been added to the new Web Application Setup palette. This window is used to set up and maintain the Open Enrollment Online Application.

 

The Web Setup window has been added to the new Web Application Setup palette. This window is used to set up and maintain the login and subdomain details associated with all of the Springbrook Online Applications.

 

Web Maintenance

The Web User Maintenance window has been added to the new Web Maintenance palette. This window is used to create, maintain and track user accounts for the Springbrook Online Applications.

 

Work Flows

The WFAdmin user has been added to the Springbrook system. This work flow administrator user will be able to log in to the system and approve or reject all work flows assigned to any other Springbrook user.

 

The Work Flow Template window has been updated to filter PR Timesheet Approval work flow steps by supervisor. This allows users to route individual timesheets to specified supervisors for approval.

Adjustments and Fees

The GL Distribution report, when run in Detail mode, will now display all debits and credits associated with an adjustment, including those offsetting transactions that result in a zero net effect on the general ledger.

 

Setup

The None option has been added to the Consumption Rounding drop-down field on the Billing tab of the UB Setup window. This new option is different from the Off option in that the Off option rounds consumption to the nearest whole number while the None option does not round at all.

Activity

The Adjustments LEMS activity type has been added to the Activity Maintenance window. This activity type is used to bill miscellaneous charges to a work order.

 

The WO Activity Proof List report has been enhanced to include Reference Number and Activity Type details.

 

Additional Billings

The Settings step of the Additional Billings process has been simplified. The debit and credit accounts associated with the Admin Fee and the Small Tools Fee are now specified on the work order itself. The Activity Date range fields have also been added to the Settings step.

 

The Additional Billings process will now take the work order AR Account percentage into consideration when calculating the Admin Fees and Small Tools Fees.

 

Adjustments

The Adjustment Line Selection window has been updated to offer additional WO details in order to make WO line selection easier. The data grid now includes the Activity Type, Benefit Cost, Ref Type, Ref Code, Ref Description and Ref Unit columns.

 

The ability to update the Activity Type associated with an activity line item has been added to the Edit step of the Adjustments process.

 

Create Fixed Assets

The Mass Asset toggle and Quantity field have been added to the Edit step of the Create Fixed Assets process. The Mass Asset toggle is used to indicate that the new fixed asset is a mass asset and the Quantity field is used to enter the number of individual elements that are contained within that mass asset.

 

Create Inventory Item

The Create Inventory Item batch process has been added to the Work Orders module. This process is used to create IC module inventory items from New Inventory type work orders.

 

Equipment Analysis

The Equipment Analysis batch process has been added to the Work Orders module. This process is used to generate the Wisconsin Equipment Analysis report.

 

Maintenance

Added the Equipment Attributes Maintenance window to the Maintenance palette of the Work Orders module. This window is used to create and maintain user-defined equipment characteristics that can be attached to equipment in order to improve sorting and organization.

 

Category Maintenance

The New Inventory option has been added to the Type field of the General tab. This option allows any resultant work orders to generate new IC inventory items when the work order is closed and processed through a Create Inventory Items batch.

 

The Inventory Item field has been added to the General tab. This field is used to specify which IC inventory item will be created when a resultant work order is closed and processed through a Create Inventory Items batch.

 

The Adjustments LEMS type has been added to the Default Distribution, Overhead Distribution and Credit Distribution tabs. This LEMS type is used to specify the default adjustment distribution accounts and percentages that will be attached to new work orders created from the category.

 

Revision functionality has been added to the Overhead Distribution tab. This enables the creation of overhead percentage revisions that will become active on the specified date.

 

The Replace credit distribution with category distribution button has been added to the Credit Distribution tab. This button is used to populate the data grid with the same distribution accounts and percentages specified on the Default Distribution tab.

 

The Additional Billings tab has been added to the Category Maintenance window. This tab is used to specify the Admin Fee and Small Tools Fee details required to process resultant work order through an Additional Billings batch.

 

Equipment Maintenance

The Search Criteria section has been added to the Equipment Selection window. These fields are used to filter the equipment displayed in the data grid below by equipment details.

 

Attachment and Hotkey functionality has been added to the Equipment Maintenance window. Users can attach documents to individual pieces of equipment and use ALT+hotkey to quickly cycle through the Equipment Maintenance tabs.

 

Real-time Revenue and Maintenance totals have been added to the bottom of the Equipment Maintenance window.

 

The Metered Units field on the General tab has been updated. Individual unit codes can now be added to the field and the Initial Reading column has been added to allow users to record the initial reading on the piece of equipment before any activity is recorded.

 

The Jobs tab has been completely redesigned. This tab will now provide additional job and work order detail and will display job progress graphically.

 

The Attributes tab has been added to the Equipment Maintenance window. This tab is used to create user-defined attributes and associate them with equipment.

 

The Parts tab has been added to the Equipment Maintenance window. This tab is used to attach parts and their related maintenance jobs to equipment.

 

The Comments tab has been added to the Equipment Maintenance window. This tab is used to record comments on the equipment record.

 

The Unit Type, Amount, Committed and Billed columns have been added to the WO History tab. These columns are used to provide additional historical details on the equipment. The bottom of WO History tab will also display the revenue generated by the equipment.

 

Flat Rate Labor Maintenance

The ability to associate a flat rate labor codes with a WO activity codes rather than PR pay codes has been added to the Flat Rate Labor Maintenance window. This feature is enabled on the WO Setup window.

 

Maintenance Jobs Maintenance

The Equipment tab has been added to the Maintenance Jobs Maintenance window. This tab is used to specify which pieces of equipment or which equipment type will be maintained by the job.

 

Reports

The Activity Type field has been added to the LEMS report. This field allows the report to display activity details associated with the selected LEMS categories.

 

The Adjustments option has been added to the LEMS field on the LEMS report. This option is used to report on Adjustment LEMS type transactions that bill miscellaneous charges to work orders.

 

The Wisconsin-specific Offroad Fuel Tax and State Requisition reports have been added to the Work Orders module. These reports are used by Wisconsin clients to comply with WisDOT requirements.

 

Utilities

The State Sup Cat field has been added to the General tab of the WO Setup window. This field is a Wisconsin-specify field used to specify a State Supervisor Category that will be used in conjunction with the Admin Fee and Small Tools Fee billing processes.

 

The Use activity code for flat rate labor toggle has been added to the General tab of the WO Setup window. This toggle is used to allow WO activity type codes to be attached to flat rate labor codes.

 

The Enable additional billing toggle has been added to the General tab of the WO Setup window. This toggle is used to enable the Additional Billing batch process as well as the Exclusions tab on the WO Setup window.

 

Revision functionality has been added to the Default Overhead field of the Defaults tab of the WO Setup window. This enables the creation of overhead percentage revisions that will become active on the specified date.

 

The Adjustments LEMS type has been added to the Default Overhead field on the Defaults tab of the WO Setup window. This LEMS type is used to specify the default adjustment overhead percentage that will be attached to new work orders.

 

The Adjustments LEMS type has been added to the Overhead and Credit fields on the Distribution tab of the WO Setup window. This LEMS type is used to specify the default adjustment overhead and credit accounts and percentages that will be attached to new work orders.

 

The Exclusions tab has been added to the WO Setup window. This tab is used to specify which inventory items should be excluded from Additional Billings batches.

 

The Highway Setup tool has been added to the Utilities palette. This tool is used to overwrite current activity types, equipment attributes, equipment types and module settings with the types and settings required to use the module with the Wisconsin Department of Transportation.

 

The Update Overhead Rates tool has been added to the Utilities palette. This tool is used to update the overhead percentage rates on selected groups of work orders by creating a new overhead percentages revision on each of the included work orders.

 

Work Orders

The Miscellaneous tab has been added to the Work Orders Selection window. This tab is used to filter the displayed work orders by the values in the miscellaneous fields.

 

The Inventory option has been added to the Asset Type field on General tab of the Work Order Maintenance window. This option is used in conjunction with the Asset field below to specify which IC inventory item will be created when the work order is closed and processed through a Create Inventory Items batch.

 

The General tab of the Work Order Maintenance window has been updated to enable the attachment of multiple Accounts Receivable accounts per work order. This allows billing totals to be distributed across multiple accounts and fee codes.

 

Revision functionality has been added to the Overhead Percentages field of the Defaults tab. This enables the creation of overhead percentage revisions that will become active on the specified date.

 

The Replace credit distribution with category distribution button has been added to the Credit Accounts tab. This button is used to populate the Credit Distribution data grid with the same distribution accounts and percentages specified in the Category Distribution section of the Defaults tab.

 

The Admin Fee Billable and Small Tools Billable toggles have been added to the Activity tab. These toggles are used to enable or disable an activity line item for the Additional Billings process.

 

The Account Number column has been added to the Billing tab. This column will display the Accounts Receivable account that the billing history line item is associated with.

 

The Additional Billings tab has been added to the Work Order Maintenance window. This tab is used to specify the Admin Fee and Small Tools Fee details required to process the work order through an Additional Billings batch.