Springbrook Enhancement Lists

Check Auditing functionality has been added to enhance the security of the enterprise application. This functionality records the generated checks of every AP Computer Checks, PR Computer Checks or PR Retro Pay batch, even when the checks step is processed and then the batch is deleted.

 

Attachments

The system has been updated to include drag and drop functionality for attachments. By holding the CTRL key and using the mouse, an attachment can be pulled directly to the desktop from the Attachments Maintenance window.

 

Enhanced user login security

Security protocols for accessing Springbrook Software’s online application have been enhanced to require a unique username and password. This change includes a Change Password tool and applies only to the online application.

 

Import/Export

Import and Export processes across the application have been updated to utilize the Springbrook Jobs Scheduler. This enhancement eliminates the need to process these tasks on the user’s local workstation.

 

My Tasks

The My Tasks window has been updated to provide additional process and task information in the Subject column of the data grid.

 

Remit Address

The system has been updated to use the phone number attached to the remit address as the primary phone number in any processes that utilize the remit address.

 

Report Printing

The Print Current Page option has been added to every print window in the application. This option will print only the currently selected page of the report.

 

User Preferences

The Avatar tab has been added to the User Preferences window. This tab is used to select a user avatar that will be displayed on the application menu bar when the user is logged in.

 

The Reset icon has been added to the User Preferences window. This icon is used to reset the user preferences to their default values.

 

The Print automatically toggle and Auto Print Warning field have been added to the General tab. The Print automatically toggle is used to automatically send print jobs to the printer, bypassing the report viewer step in the print process. The Auto Print Warning field is used to specify the maximum length for automatically printing reports without a system generated warning message.

To allow for distribution of static web addresses for the online application suite web addresses are no longer versioned. Web addresses will change from https://subdomain.accessgovernment.net/version/application/ to https://subdomain.accessgovernment.net/application/.

 

Applicant Tracking

The Applicant Tracking online application has been added for 7.14.1.0. This application allows citizens to search job applications and submit applications. Integration with the HR module allows HR users to efficiently evaluate and hire applicants.

 

Business Licensing

The Business Licensing online application has been updated to include charge exempt/non-profit functionality. This allows charge exempt and non-profit organizations to use the Business Licensing online application to apply for and maintain their business licenses.

 

Employee Self Service

OT Note functionality has been added to Employee Self Service Timesheets. This field allows users to add a note to a timesheet line item.

 

The PAF Detail page has been added to the Employee Self Service portal. This page can be set up to provide employees access to data from Personnel Action Forms associated with their records.

 

The Employee Self Service online application has been updated to include timesheet alias functionality. This functionality ensures that timesheet details entered in the enterprise application will display in Employee Self Service and details entered in Employee Self Service will display in the enterprise application.

Display Invoices

The Display Invoices window has been updated to include an Advanced search tab. This tab is used to filter the invoices displayed in the window by 1099 vendor, GL account, home department, task label, PO number and WO number.

 

The Display Invoices window data grid has been updated to display additional invoice details. The data grid now includes the option to display the home department, 1099 vendor, WO number, reference number and activity type code.

 

Invoices

The Edit Invoices window has been updated to display the Vendor Name associated with the vendor attached to the selected invoice.

 

Printed invoice formatting has been updated to allow word wrapping for Invoice Line Item Descriptions and Reference fields. These fields will now display up to 64 characters over three lines.

 

The Proof List window has been updated to include the Print Mode field. This field is used to select between the standard proof list report and the work order detail proof list report. The work order detail proof list displays the work order number, reference number and activity type code for any work orders associated with the included invoices.

 

Query by Example

The Query by Example reporting tool has been updated to include LP License data as an auto-joinable table option when reporting on AP Vendors.

 

Setup

The Overwrite blank invoices with home dept from PO toggle has been added to the Invoices tab of the AP Setup window. This toggle is used to specify whether the home department attached to a purchase order should overwrite the specified home department on related PO line items attached to invoices that do not include an invoice number.

 

The Long check stub prints GL accounts toggle has been added to Checks tab of the AP Setup window. This toggle is used to include the GL accounts associated with any AP invoice line items included on the printed check.

 

The Audit Trail icon has been added to the AP Setup window. This icon launches a window that is used to track any changes made to the module settings.

 

Vendor Maintenance

The Advanced search tab has been added to the Vendor Selection window. This tab allows users to sort vendors by mailing address, business application and business license number.

 

Drill-down functionality has been added to the Business Application Number field label on the Details tab. This field label launches the License Selection window.

 

Vendor Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

Account Maintenance

The Lot Number field on the General tab has been updated to allow users to edit the lot number associated with the account after the account has been saved.

 

The payment details section on the History tab of the Account Maintenance window has been updated to display the Receipt Number associated with payment on the account. The displayed receipt number links directly to the receipt.

 

The JE Date and Journal Entry drill-down columns have been added to the History tab of the Account Maintenance window. The JE Date column displays the journal entry date for the selected transaction and the Journal Entry drill-down is used to launch the Journal Entry Display window for the selected transaction.

 

The Audit Trail icon has been added to the Account Maintenance window. This icon launches a window that is used to track any changes made to the account.

 

Invoices

The Invoices process has been updated to include separate steps for generating recurring invoices and generating standard invoices. These steps are now displayed as Recurring and Generate.

 

The Recurring and Generate steps of the Invoices process have been updated to include the ability to automatically apply available credits when processing invoices.

 

Past Dues

The Past Dues process has been updated to include the ability to send $0.00 statements and reminders. This allows users to send past due notices to delinquent accounts without assessing late fees. This functionality is enabled by checking the Force penalty amounts to zero toggle on the Generate step.

 

QBE Maintenance

The Query by Example Maintenance window has been updated to include auto-join fields in the report filtering functionality.

 

Remit Address Maintenance

The Phone Number field on the Remit Address Maintenance window has been updated to accommodate 10 digit phone numbers.

 

Reports

The Account Listing report has been added to the Reports palette. This report is used to display the customer details associated with AR accounts.

 

Setup

The Audit Trail icon has been added to the AR Setup window. This icon launches a window that is used to track any changes made to the module settings.

Permit Maintenance

Permit Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

Permit Type Maintenance

Permit Type Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

QBE Maintenance

The Query by Example Maintenance window has been updated to include auto-join fields in the report filtering functionality.

 

Setup

The Audit Trail icon has been added to the BP Setup window. This icon launches a window that is used to track any changes made to the module settings.

Enter Checks

The Enter Checks tool has been updated to include the ability to enter negative amount checks. This functionality allows organizations to account for transactions such as outgoing wire transfers.

 

Utilities> Undo Cleared Checks

The Undo Cleared Check window has been updated to provide improved usability and to more closely align with other Springbrook utilities.

QBE Maintenance

The Query by Example Maintenance window has been updated to include auto-join fields in the report filtering functionality.

 

Setup

The Audit Trail icon has been added to the BT Setup window. This icon launches a window that is used to track any changes made to the module settings.

Issue Maintenance

The Issue Maintenance window has been updated to automatically populate lot owner details when a lot is attached to a new issue.

 

Setup

The Audit Trail icon has been added to the CM Setup window. This icon launches a window that is used to track any changes made to the module settings.

Cash Receipts

Security protocols for the Cash Receipts process have been updated to allow an optional reauthentication step. When this option is activated, users that are logged in to the application will be asked to provide their login credentials a second time when accessing the Cash Receipts process.

 

The Import UB Receipts process has been updated to assign negative receipt numbers to imported transactions. This functionality is designed to allow a user to delete imported receipts after they are reviewed, rather than being forced to void them. Actual receipt numbers will be assigned when the Cash Receipts batch is committed.

 

The LP Licensing window has been updated to include the Charge Exempt toggle. This disabled toggle will be automatically checked if the selected license type is set up to generate charge exempt licenses.

 

Cash Entry

The Cash Entry window has been updated to include standard Springbrook attachments functionality.

 

The Cash Entry window has been updated to include multiple scans per receipt functionality. This functionality creates a new transaction line item on the selected receipt for each scanned barcode.

 

Display Receipts

Receipt Audit Trail functionality has been updated to display additional audit trail filtering options.

 

Operator Maintenance

The Allow modification of GL accounts toggle has been added to the Operator Maintenance window. This toggle is used to allow specified operators to edit GL Credit/Debit accounts on CR transactions.

 

Utilities

The Receipt Date Update tool has been added to the Cash Receipts Utilities palette. This tool is used to update the receipt date for miskeyed receipts in a committed Cash Receipts batch.

 

The Import Receipts option has been added to the Cash Receipts Utilities palette. This option allows for the import of non Utility Billing receipts.

 

CR Audit Trail functionality has been updated to display additional audit trail filtering options.

 

Setup

The Require operator reauthentication toggle has been added to the Settings tab of the CR setup window. This toggle is used to force cash receipts operators to re-enter their login credentials before opening the Cash Entry window.

 

The Warning Threshold field has been added to the CR Setup window. This field is used to specify when the system will warn users that the receipt date on the receipt they are attempting to save falls outside of the specified date range.

 

The Audit Trail icon has been added to the CR Setup window. This icon launches a window that is used to track any changes made to the module settings.

Extended Budgeting

The Extended Budgeting process has been updated to launch the new Export Extended Budgeting tool when exporting extended budgeting data.

 

Maintenance

The Budget Scenario Maintenance window has been added to the Maintenance palette. This window is used create custom budget estimates based on the position budgeting estimate generated by the Generate Position Budgeting window. Multiple budget estimates can be generated in order to compare the effects of various position expenditure adjustments.

 

Utilities

The Generate Position Budgeting window has been added to the Utilities palette. This window is used to generate a budget estimate based on the Source Year Payroll expenditures that can then be used as the basis for customized position budgeting scenarios.

 

The Export Position Budgeting window has been added to the Utilities palette. This window is used to export position budget estimates to MS Excel for manipulation. Once an estimate is finalized, it can then be imported back into the Extended Budgeting module as an active budget.

 

The Export Extended Budgeting tool has been added to the Utilities palette. This tool provides enhance functionality that replaces the previously used Export to Excel, Export Documents and Import from Excel windows.

Asset Readings

The Asset Readings batch process has been added to the Fixed Assets module. This process is used to import current unit readings associated with existing fixed assets in order to begin depreciating those assets by units.

 

Calculate Depreciation

The Half Year and Unit Based options have been added to the Selection field on the Calculate Depreciation step of the Calculate Depreciation batch process. These options are used to calculate depreciation on assets that are typically disposed on in half-year increments and assets that should be depreciated by units.

 

Fixed Asset Maintenance

The Fixed Asset Maintenance window has been updated to accommodate unit based depreciation. The Unit Based option has been added to the Depreciation field drop-down menu on the General tab.

 

Fixed Asset Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

Reports

The Detail Distribution report has been added to the Fixed Assets Reports palette. This report displays transaction details and distributions for a filtered set of fixed asset transactions.

 

Setup

The Audit Trail icon has been added to the FA Setup window. This icon launches a window that is used to track any changes made to the module settings.

Display

The Process field has been added to the Journal Entry Selection window. This field is used to filter the journal entries displayed in the data grid below by a specific process within the selected system.

 

Journal Entries

The optional Import step has been added to the Journal Entries palette. This step is used to import journal entries into the batch, a task previously accessed through the Journal Entries step.

 

Query Manager

The Query Manager reporting tool has been updated to include Report Group and Report Sub Group grouping functionality. This allows a group of reports to be generated with the same set of print parameters.

 

Query Manager Groups Maintenance

The Query Manager Groups Maintenance window has been added to the Maintenance palette. This window is used to create and maintain query manager groups and sub groups that can be used to group and print multiple query manager reports.

 

Setup

The Audit Trail icon has been added to the GL Setup window. This icon launches a window that is used to track any changes made to the module settings.

 

Utilities

The Create New Fiscal Year window has been updated to include the Create Only Active Accounts and Inactive Accounts Go To fields. The Create Only Active Accounts toggle allows a user to create a new fiscal year without including any GL accounts that are not active. The Inactive Accounts Go To field is used to specify a common goto fund account for all inactive accounts in the new fiscal year.

 

The BARS Import tool has been added to the Utilities palette. This Washington-specific tool is used update the Chart of Accounts to meet 2013 Washington State BARS requirements.

 

The Import GL Budgets tool has been added in order to allow users to load account period, beginning budget and budget data via an import file.

 

Visual Reporting

The Visual Reporting tool has been updated to include the ability to generate and export multiple VRI reports simultaneously. These reports will all export to a single Excel workbook.

Applicant Screening

The Applicant Screening batch process has been added to the Human Resources module. This process works in conjunction with the Applicant Tracking online application to allow users to evaluate, compare and hire internal and external applicants for posted positions.

 

Applicant Maintenance

Applicant Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

Employee Maintenance

The Career tab has been added to the HR Employee Maintenance window. This tab is used to record career events associated with the employee.

 

Employee Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

Maintenance

The Applicant Maintenance window has been added to the HR Maintenance palette. This window is used to create and maintain applicants originating from both the enterprise application and from the Applicant Tracking online application.

 

The Application Section Maintenance window has been added to the HR Maintenance palette. This window is used to create and maintain the application sections that contain the questions applicants must answer when applying for a position.

 

The Area of Interest Maintenance window has been added to the HR Maintenance palette. This window is used to create and maintain areas of interest that can be attached to positions so applicants can provide information about themselves.

 

The Position Description Headings Maintenance window has been added to the HR Maintenance palette. This window is used to create and maintain the position description headings that provide position details such as salary range, education requirements and applicable skills.

 

The Rejection Class Maintenance window has been added to the HR Maintenance palette. This window is used to create and maintain the classes of rejection reasons that are attached to applicants in the Applicant Screening process.

 

The Rejection Reason Maintenance window has been added to the HR Maintenance palette. This window is used to create and maintain the rejection reasons that are attached to applicants in the Applicant Screening process.

 

The Résumé Category Maintenance window has been added to the HR Maintenance palette. This window is used to create and maintain the résumé categories applicants will use to provide their certification and skill information when applying for positions.

 

Personnel Action Forms

Display PAF functionality has been added to the Employee Self Service online application. This allows specified PAF steps to be displayed through ESS to the associated employees.

 

PAF Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

Position Maintenance

The Position Maintenance window has been updated to include the General, Description and Application Sections tabs. These tabs contain the position details that are required by the new Applicant Screening process.

 

Query by Example

HR Career Event information has been added to the Query by Example report available fields. These fields provide career event details for employees included in the report.

 

Reports

The Position Descriptions report window has been added to the Reports palette. This window is used to configure the Position Description report, which displays position and position description heading information.

 

The Career Timeline report has been added to the Reports palette. This report displays a filtered range of career events for included employees.

 

Setup

The Audit Trail icon has been added to the HR Setup window. This icon launches a window that is used to track any changes made to the module settings.

 

Utilities

The Applicant Tracking Setup window has been added to the HR Utilities palette. This window is used to configure how information is displayed in the Applicant Tracking online application and to specify which applicant details are required when submitting an application.

 

The Import PAF Template and Export PAF Template tools have been added to the Utilities palette. These tools are used to import and export Personnel Action Form Templates that can be used to create Personnel Action Forms for various HR tasks.

 

The Import Types and Export Types tools have been added to the Utilities palette. These tools are used to import or export user-configured HR types that will be used to create customizable tabs on the HR Employee Maintenance window.

Item Maintenance

The Audit Trail icon has been added to the IC Item Maintenance window. This icon launches a window that is used to track any changes made to the item.

 

Physical Inventory

The Physical Inventory process has been updated to include zero change batch functionality. Physical inventory batches that result in no change to inventory counts can now be processed.

 

Setup

The Audit Trail icon has been added to the IC Setup window. This icon launches a window that is used to track any changes made to the module settings.

 

Utilities

The Import Default Cost tool has been added to the IC Utilities palette. This tool is used to import default cost date for existing IC item records.

 

The Highway Materials Setup window has been added to the Utilities palette of the Inventory Control module. This window is used to maintain miscellaneous user defined attributes used by Wisconsin highway materials and supplies.

Forms Maintenance

The Forms Maintenance window has been updated to include additional merge fields. The Barcode_Current_Charges, Barcode_Open_Renewal and Current_Charges merge fields are used to include current charge amounts, current charge barcodes and open renewal barcodes in customized forms.

 

License Maintenance

The License Selection window data grid has been updated to provide additional license information by including the Charge Exempt and Renewable columns.

 

The License Maintenance window has been updated to provide additional delete validation. This validation will prevent a user from mistakenly deleting a license that is associated with an active AP vendor.

 

The General tab of the License Maintenance window has been updated to include the Charge Exempt toggle. This toggle is used to set up the license as charge exempt so it can be issued to non-profit organizations.

 

License Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

License Type Maintenance

The License Type Selection window has been updated to provide additional license type information by including the Auto Calc Penalty, Charge Exempt and Renewal Process columns.

 

The General tab of the License Type Maintenance window has been updated to include the Charge Exempt toggle. This toggle is used to set up the selected license type as charge exempt in order to generate licenses for non-profit organizations.

 

The Audit Trail icon has been added to the License Type Maintenance window. This icon launches a window that is used to track any changes made to the License Type record.

 

QBE Maintenance

The Query by Example Maintenance window has been updated to include auto-join fields in the report filtering functionality.

 

Setup

The Audit Trail icon has been added to the LP Setup window. This icon launches a window that is used to track any changes made to the module settings.

Reports

The Budget Report has been added to the PM Reports palette. This report is used to print PM budgets filtered by date, project and task.

 

Setup

The Audit Trail icon has been added to the PM Setup window. This icon launches a window that is used to track any changes made to the module settings.

Display

The Purchase Orders Display window has been updated to include the Requisition Number field in the Search Criteria section. This field allows you to filter the displayed purchase orders by requisition number.

 

Purchase Orders

The Requisition Number column has been added to the Line Items tab of the Purchase Orders window. This column displays the requisition associated with the purchase order line item and the drill-down link allows you to open the displayed requisition.

 

The PO Line Item window has been updated to include the Requisition Number field and Encumbered toggle. The Requisition Number field will display the requisition associated with the selected purchase order. The Encumbered toggle is used to encumber an individual line item, including any negative values.

 

The Description field on printed PO Statements has been updated to display the entire PO Description. This field was previously truncated.

 

Reports

The Purchase Order List report window has been updated to include the Requisition Number field. This field is used to filter the purchase orders included on the report by their associated requisition number.

 

Requisitions

The PO Number column has been added to the Line Items tab of Requisitions window. This column displays the purchase order associated with the requisition and the drill-down link allows you to open the displayed purchase order.

 

Setup

The Purchase Orders tab of the PO Setup window has been updated to include the Negative line items affect encumbrance toggle.

 

The Audit Trail icon has been added to the PO Setup window. This icon launches a window that is used to track any changes made to the module settings.

Computer Checks

The Timecard Line Item window has been updated to include the Web Timesheet field. This field is used to ensure timecard details entered in the enterprise application will display in Employee Self Service online application and details entered in Employee Self Service will display in the enterprise application.

 

Employee Maintenance

The Routing Number field has been added to the Deductions tab of the Employee Maintenance window. This field displays the routing number associated with the selected bank code.

 

The Deduction Start field has been added to the General step of the Employee Wizard. This field is used to specify when the deductions will take effect on the new employee.

 

The Routing Number field has been added to the Deductions step of the Employee Wizard. This field is used to help differentiate between multiple accounts associated with the same bank.

 

Employee Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

Pay Schedule Maintenance

The Fiscal Year field has been added to the Pay Schedule Maintenance window. This field is used to filter the periods displayed in the data grid by the specified fiscal year.

 

Quick Time Entry

The Equipment Code and Equipment Units columns have been added to the Quick Time Entry window. These columns are used as an optional method for recording equipment usage on the same line as the associated labor entry.

 

Retro Pay

The Retro Pay process has been updated to include the ability to update work orders affected by retro pay adjustments with the value of those adjustments.

 

Setup

The Apply retro pay to WO toggle has been added to the General tab of the PR Setup window. This toggle is used to apply the value of any retro pay adjustments to the work orders associated with the adjusted line items.

 

The Long Check Stub 2 option has been added to the Check Type field on the Checks tab of the PR Setup window. This option enables the new long check stub 2 in the Computer Checks process.

 

The Audit Trail icon has been added to the PR Setup window. This icon launches a window that is used to track any changes made to the module settings.

 

Timesheets

The Quick Time Entry window has been updated to include the Web Timesheet column. This column is used to ensure timesheet details entered in the enterprise application will display in Employee Self Service online application and details entered in Employee Self Service will display in the enterprise application.

 

Timesheet line items have been updated to display any actual amounts associated with work orders attached to the selected timesheet line item.

 

The Timesheet Line Item window has been updated to include the Web Timesheet field. This field is used to ensure timesheet details entered in the enterprise application will display in Employee Self Service online application and details entered in Employee Self Service will display in the enterprise application.

 

Timesheets Approval

The Show my employees only toggle has been added to the Select Timesheets window. This toggle will filter out employees not associated with the supervisor logged into the application. The Supervisor column has been added to the data grids on the Select Timesheets and Timesheets steps. This column will display the supervisor associated with the selected timesheet line item.

 

The Activity JE Date field and Automatically process activity batch toggle have been added to the Commit step of the Timesheets Approval process. The Activity JE Date field is used to specify the JE date attached to the journal entry created by the resulting Activity batch. The Automatically process activity batch toggle is used to enable the system to automatically process each step in the specified Activity batch.

 

Utilities

The Employee Mass Update Wizard has been added to the Utilities palette. This tool is used to update multiple PR employee records at the same time.

 

W-2s

The W-2s process has been upgraded to include overflow functionality for W-2 Box 14. This upgrade to the Generate step allows the system to create an overflow page on the W-2 form in order to display Box 14 entries that exceed the maximum number of entries allowed on the main W-2 form. This also updates the Edit step of the W-2 process in order to enable the display of those additional entries.

 

Illinois IMRF Deposit

The Illinois IMRF Deposit process has been updated to meet new state-mandated standard reporting requirements.

 

Iowa Retirement

The Iowa Retirement process has been updated to meet new state-mandated standard reporting requirements.

 

Mississippi Unemployment

The Mississippi Unemployment batch process has been added to the Payroll module. This process is designed to help Mississippi clients meet state unemployment reporting requirements.

Form Maintenance

The Total Balance Due field has been added to the available merge fields on the Forms Maintenance window. This field will display the committed balance on the ticket plus any uncommitted transaction amounts.

 

Setup

The Audit Trail icon has been added to the PT Setup window. This icon launches a window that is used to track any changes made to the module settings.

 

Ticket Maintenance

Ticket Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

Assessment Maintenance

Assessment Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

Assessment Type Maintenance

Assessment Type Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

QBE Maintenance

The Query by Example Maintenance window has been updated to include auto-join fields in the report filtering functionality.

 

Setup

The Audit Trail icon has been added to the SA Setup window. This icon launches a window that is used to track any changes made to the module settings.

Customer Maintenance

Customer Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

Jobs Viewer

The Jobs Viewer has been updated to include a Microsoft Outlook icon on PDF report windows. This icon is used to create a new Outlook email with the selected report PDF added to the email as an attachment.

 

The Jobs Viewer has been updated to automatically populate toggle selections based on the last selections of the current user.

 

The Jobs Viewer has been updated to include Fiscal Year, Fiscal Period, Journal Entry and JE Count columns in the data grid. These columns provide journal entry details associated with each batch displayed in the Jobs Viewer. In the event that a batch generates multiple journal entries, the JE Count column will display the number of journal entries and can be used to launch an instance of the Display Journal Entries window that displays those journal entries.

 

Lot Maintenance

The Audit Trail icon has been added to the Lot Maintenance window. This icon launches a window that is used to track any changes made to the Lot record.

 

Maintenance

The system has been updated to allow a user to open the Customer and Lot maintenance windows simultaneously. Previous versions utilized the same window for both maintenance forms.

 

Miscellaneous Field Labels

New field labels have been added for new UB Device Maintenance miscellaneous fields.

 

Setup

The New User Template and Reset User Template fields have been added to System tab of the SS Setup window. These fields are used to specify the email templates that will be used when a web user is first sent their username and password and when they reset their username and password.

 

The SMTP tab has been renamed the Email tab and has been updated to include authenticated email functionality. The User Name and Password fields and the Enable SSL toggle are used to enable the system to generate authenticated email notifications for organizations that desire increased security in their email notification protocols.

 

The Audit Trail icon has been added to the SS Setup window. This icon launches a window that is used to track any changes made to the module settings.

 

Utilities

The Check Audit Display window has been added to the Utilities palette. This window is used to display the audit log of every check generated from the AP Computer Checks, PR Computer Checks and PR Retro Pay processes.

 

The system wide Audit Trail window has been added to the SS Utilities palette. This Audit Trail window is used to track changes made to any audit trail enabled window in the application.

 

The Reset User Preferences tool has been added to the SS Utilities palette. This tool is used to reset a specified group of employees’ system preferences.

 

View Reports

The View Reports window has been updated to include a Microsoft Outlook icon on PDF report windows. This icon is used to create a new Outlook email with the selected report PDF added to the email as an attachment.

 

Web Application Setup

The Applicant Tracking Setup window has been added to the SS Web Application Setup palette. This window is used to set up the Position Descriptions and Explanations that display on the Applicant Tracking online application.

 

The Template tab has been added to the Web Application Setup window. This tab is used to specify which steps of Personnel Action Form will be visible to the employee through Employee Self Service.

 

The License Type tab of the Business Licensing Setup window has been updated to include the Default fee units toggle and the Units column. When the Default fee units toggle is checked, the Business Licensing online application will display the units associated with the licenses of the selected type. The Units column will display a check for each license type set up with default fee units.

 

Web Maintenance

Mobile Work Flow support has been added to the Application tab of the Web User Maintenance window. This functionality allows specified users to process work flows with mobile devices.

 

Web User Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

Work Flows

Work flow generated emails have been updated to provide additional process and task information in the Subject line. This will allow users to quickly discern the nature of the work flow email without requiring the email be opened.

Account Selection

The Account Selection window has been updated to utilize the tabbed window paradigm. The Customer tab has also been updated to include additional search fields.

 

The Account Selection grid has been enhanced to include additional UB Master data. The grid will now display the Account Number, Reference Number, Last Name, First Name, Status, Connect Date, Balance, Mailing Address and Service Address associated with the UB Master record.

 

Account Maintenance

The Print word merge form icon on the Account Maintenance window has been updated to launch the standard Forms Maintenance window.

 

The Beginning Balance column has been added to the Overview tab of the Account Maintenance window.

 

The Ending Balance column on the Overview tab has been updated to include uncommitted transaction amounts in the displayed ending balance amount.

 

The Begin Date and End Date fields have been added to the Alt Address sub-tab of the People tab of the Account Maintenance window. These fields are used to specify an active date range for UB billing processes to utilize the alternate address for the account.

 

The Vacation Begin and Vacation End fields have been added to the Service Rates tab of the Account Maintenance window. These fields are used to set individual service rates to vacation status without setting the entire account to vacation status.

 

The History tab of the Account Maintenance window has been updated to include the option to view and print existing account statements.

 

The Receipt Number column has been added to the History tab of the Account Maintenance window. The displayed receipt number drill-down provides access to the selected receipt.

 

Account Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

Device Maintenance

The Electric Type and PF Threshold fields have been added to the Electric Meter tab of the Device Maintenance window. The Electric Type field is used to specify the type of electric meter attached to the device. The PF Threshold field is used to establish a base threshold for determining whether an account will be billed at the calculated power factor rate or at the higher, below minimum threshold rate.

 

The Power Factor Cons and PF Percent columns and fields have been added to the Consumption tab of the Device Maintenance window. The Power Factor Cons field is used by the system to calculate the higher consumption rate that should be used if the PF percent does not meet the minimum PF threshold level. The PF Percent field displays the power factor percent that is calculated when the meter read is imported into the system.

 

Additional miscellaneous fields have been added to the Miscellaneous tab of the Device Maintenance window.

 

The Audit Trail icon has been added to the Device Maintenance window. This icon launches a window that is used to track any changes made to the Device record.

 

Device Type Maintenance

Nineteen addition column options have been added to the Device Type Selection window data grid. These option provide device type details from the type-specific (backflow, electric, gas or water) tab.

 

The Electric Type and PF Threshold fields have been added to the Electric tab of the Device Type Maintenance window. The Electric Type field is used to specify the type of electric meter attached to devices created from this device type. The PF Threshold field is used to establish a ceiling threshold for determining whether an account will be billed at the calculated power factor rate or at the higher, beyond threshold rate.

 

Additional miscellaneous fields have been added to the Miscellaneous tab of the Device Type Maintenance window.

 

Forms Maintenance

The Forms Maintenance window has been added to the Maintenance palette. This window is used to create and maintain MS Word merge form that can be used in the UB module.

 

Meter Readings

The Import step of the Meter Readings process has been updated to handle demand consumption calculations.

 

New Billing/Final Billing/Past Dues

The Generate step of the New Billing process has been updated to utilize the new Group Consumption and Multiply Level by Demand functionalities enabled on the Service Rate Maintenance window.

 

The Export step of the New Billing, Final Billing, and Past Dues processes has been enhanced to include the Drop Date field in the PostalLink configuration. This field is used to enter a specific mailing drop date rather than allowing the system to default to today's date.

 

Reports Consumption

The Consumption by report has been added to the Reports Consumption palette. This report is designed to help users validate that all consumption processes are represented in the application.

 

The Consumption by Service Rate report has been added to the Reports Consumption palette. This report is designed to provide details regarding consumption billing distribution.

 

The Summary by Service Rate report has been added to the Reports Consumption palette. This report is designed to help confirm that the consumption amounts displayed in the Consumption by Service report were processed through the billing process.

 

The Sub Meter Listing report has been added to the Reports Consumption palette. This report is designed to help organizations that use subtraction meters gain a better understanding of how they affect consumption balancing.

 

The Account by Service Rate report has been added to the Reports Consumption palette. This report is designed to help users identify standard service and rate combinations in order to better utilize the Consumption by Service Rate report.

 

Service Rate Maintenance

The Group consumption and Multiply level by demand toggles have been added to the General tab of the Service Rate Maintenance window. The Group consumption toggle is used to set all consumption on the service rate to bill under the first usage period set up on the Cons Level tab. The Multiply level by demand toggle is used to set the system to multiply the consumption level by the demand consumption value.

 

Service Requests

The Service Requests report has been updated to include quick print capability. This allows the user to open a print preview version of the report, review and print the report without first sending the report to the Jobs Scheduler.

 

The Service Requests report has been updated to include the customer Cell Phone field.

 

Utilities

The Meter Changeout Export and Meter Changeout Import have been added to allow users to process meter change outs en masse from a third party.

 

Setup

The Audit Trail icon has been added to the UB Setup window. This icon launches a window that is used to track any changes made to the module settings.

 

Statement Setup

The CR Barcode – Balance Due When Scanned toggle has been added to the Billing Options/Past Due Options tab of the Billing/Past Due Statements Setup windows. This toggle is used to configure the Cash Receipts module to pull in the current account balance when a UB barcode is scanned.

 

Transfers

The transfer from final account functionality has been added to the Transfers process. This allows users to transfer deposits from a finaled account to a new account.

Equipment Analysis

The Shop Overhead field on the Generate step has been enhanced to display four decimal places.

 

Equipment Maintenance

The Employee Number and Employee Name columns have been added to the data grid on the WO History tab. These columns display which employee used the equipment.

 

Estimates

Estimate Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

Recurring Estimates

Recurring Estimate Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.

 

Reports

Every report in the system that includes the Work Order Number column has been updated to include the associated Work Order Reference field.

 

Setup

The PR Comp Earned Account field has been added to the General tab of the WO Setup window. This field is used to specify an account associated with the work order that will be immediately charged for comp time.

 

The Wisconsin highway toggle has been added to the General tab of the WO Setup window. This toggle is used to ensure work orders associated with the Wisconsin State Highway Department meet state requirements.

 

The Audit Trail icon has been added to the WO Setup window. This icon launches a window that is used to track any changes made to the module settings.

 

Wisconsin Reports

The Analysis of Materials and Supplies report has been added to the Work Orders module. This report is used by Wisconsin clients to track highway department materials and supplies.

 

Work Orders

The Work Order Maintenance window has been updated to apply actual amounts associated with work orders on timecard line items to the work order history.

 

Work Orders Maintenance Audit Trail functionality has been updated to display in the new Audit Trail Display window. The new window is launched via the Audit Trail icon and offers additional audit trail filtering options.