Springbrook Enhancement Lists

Springbrook Dashboard

The Springbrook Dashboard has been added to the application. This dashboard is used to display a customizable collection of dashboard components that provide information from and access to different elements of the application. Components can be added, removed and arranged by each user.

 

The Favorites dashboard component has been added to the collection of Standard Springbrook Dashboard components. The Favorites component is used to display links to application windows flagged as favorites. Application windows are flagged as favorites using the Star icon displayed on the window’s menu bar.

 

The My Tasks dashboard component has been added to the collection of Standard Springbrook Dashboard components. The My Tasks component provides access to the tasks assigned to the current user.

 

The RSS Feed dashboard component has been added to the collection of Standard Springbrook Dashboard components. The RSS Feed component displays a set of user-defined RSS feeds on the dashboard.

 

The Work Order Queue dashboard component has been added to the collection of Standard Springbrook Dashboard components. The Work Order Queue component is used to display all the work orders assigned to a queue or role that the current Springbrook user is associated with. These work orders can also be filtered by status.

 

The Out of Office dashboard component has been added to the collection of Premium Springbrook Dashboard components. The Out of Office component is used to display a list of employees and their out of office status. Included employees can be filtered by department.

 

The Remaining Budget dashboard component has been added to the collection of Premium Springbrook Dashboard components. The Remaining Budget component is used to display the percentage of the budget expended for budgetable accounts. Included accounts can be filtered by fund and department.

 

The Revenue by Account Type dashboard component has been added to the collection of Standard Springbrook Dashboard components.

 

Premium Springbrook Dashboard components.

The Revenue by Account Type component is a pie chart component that displays aggregate revenue balances by account type. This component can be filtered by fiscal year, fund and department.

 

The Revenue vs. Expense by Fund dashboard component has been added to the collection of Premium Springbrook Dashboard components. The Revenue vs. Expense by Fund component is used to display activity in revenue and expense accounts for a range of fiscal periods summarized by fund.

 

The Section Type Balance dashboard component has been added to the collection of Premium Springbrook Dashboard components. The Section Type Balance component is a line graph component that displays an aggregate balance across GL accounts in specified section types. The graph will display one trend line for the past year (ending with the previous month) and one trend line for the previous year for comparison.

 

The Service Requests by Code dashboard component has been added to the collection of Premium Springbrook Dashboard components. The Service Requests by Code component is a bar graph component that shows the number of UB service requests created in the current month or current year. These service requests are filtered by service request code.

 

The Service Requests by Week dashboard component has been added to the collection of Premium Springbrook Dashboard components. The Service Requests by Week component is used to display the total number of service requests by type for each week that falls within the specified date range.

 

The Supervisor Timesheet Hours dashboard component has been added to the collection of Premium Springbrook Dashboard components. The Supervisor Timesheet Hours component is used to display the current number of hours entered by a supervisor’s employees for the current pay period. This component will only display data if the logged in user is set up as a supervisor in the application.

 

The UB Payments dashboard component has been added to the collection of Premium Springbrook Dashboard components. This component is used to display UB payments by month. Displayed payments can be filtered by date and Service Type.

 

For more information on Springbrook’s Premium Dashboard components, please contact Springbrook Support.

 

Batch Reports

All batch reports in the system have been updated to display user-defined batch names alongside the batch number. An example report header will now display:

User: J.Smith

Printed: 08/01/2013 - 8:00AM

Batch: 12345.08.2013 - <batch name>

 

Data Grids

Universal Type to Search functionality has been added to every data grid in the application. This functionality allows a user to open an application window that includes a data grid, select a sortable column on that data grid, and begin typing in order to jump to a specific point in that column.

 

Please note that if an editable cell within the data grid is selected, you could inadvertently edit that field when typing in your search terms. This can be avoided by simply selecting the header of the column you would like to search rather than an individual field within that column.

 

Database Fields

Six fields in the Springbrook database have been updated with more descriptive field names. This enhancement is designed to reduce confusion when working directly with the database through an ODBC connection or when creating local or external Crystal reports. The field changes are displayed below as Original Field Name → New Field Name.

• Class → Class_Code
• Operator → Operator_Name
• Protected → Is_Protected
• Void → Is_Void
• Print → Do_Print
• Prior → Prior_Budget

This enhancement will require clients that work directly with these fields to reestablish that connection after upgrading.

 

Job Scheduler

The Job Scheduler has been upgraded to more efficiently handle big jobs that require extended processing times. These big jobs will now be processed in the Big Jobs Queue, allowing the majority of other jobs to process quickly through the Standard Jobs Queue rather than being delayed while the system processes a big job. The following processes are considered big jobs:

• Application Wide> Query by Example report
• CR> Reports> Pay Method Listing
• FA> Reports> Query Manager
• GL> Reporting Tools> Query Manager
• PR> Computer Checks> ACH Checks (regular and long stub)
• PR> Computer Checks> Calculate Payroll
• PR> Computer Checks> Checks (regular and long stub)
• PR> Computer Checks> GL Distribution
• PR> Reports> Detail Distribution
• SS> Utilities> Install Service Pack
• UB> Collections> Generate
• UB> New Billing> Generate
• UB> New Billing> Statement Settings
• UB> New Billing> Commit
• UB> Reports> Aging Report
• UB> Reports> Balance by AR Account
• UB> Reports> Consumption Revenue
• UB> Reports> Trend Monitoring
• UB> Reports> Trial Balance by Date
• UB> Reports Consumption> Consumption by Service Rate

 

Postal Link

The Postal Link address certification tool has been updated to utilize Intelligent Mail Barcodes. These barcodes represent the new USPS standard for sorting and tracking letters and flats. For more information on Intelligent Mail Barcodes, please see the USPS Intelligent Mail Barcode Questions and Answers document at https://ribbs.usps.gov/onecode_solution/documents/tech_guides/USPSIMB_QandA.pdf.

 

Springbrook API

The Springbrook API (Application Programming Interface) has been developed for 7.16. The API will provide the opportunity for third-party hardware and software vendors to quickly develop tools that work seamlessly with the Springbrook Enterprise Application. These tools, such as the currently available IVR interface, can provide increased functionality and efficiency for Springbrook users.

 

System Tray

System tray functionality has been added to the application. When the application is launched, the Version 7 application icon will appear in the Windows system tray. From this icon a user can launch the application, the Springbrook Dashboard or the My Batches window. This icon also provides access to the About Springbrook window, the Online Help system and the User Voting Portal.

 

User Preferences

The Default Form field has been added to the General tab of the User Preferences window. This field is used to specify which element of the application will be opened when the application is launched. Users can choose to launch the Dashboard, the standard application Desktop, the Dashboard and the standard application Desktop simultaneously, or the My Batches window. The None option can be selected to open the application in the System Tray without launching the application itself.

 

The Close system tray automatically toggle has been added to the General tab of the User Preferences window. This toggle is used to automatically close the system tray icon when all visible elements of the application are closed. This toggle will be checked by default.

Cloud Portal

The Springbrook Cloud Login Portal has been introduced for Version 7.16. This new feature provides a single access point for the links and features needed by an organization utilizing Springbrook Cloud.

 

This first iteration of the Cloud Login Portal provides access to the application, any test databases the organization uses, support links, and a list of important availability and maintenance dates. Additional features will be added to the Cloud Login Portal as they are developed.

 

Login History

Springbrook Cloud has been updated to track authentication attempts. For more information on the data that is tracked, please see the Login History section under System Setup Module Enhancements below.

1099s

The file generated in the Export step has been updated to meet various new state requirements. These updates include changes meant to meet new Iowa Code 19 and Oklahoma Code 40 reporting requirements.

 

Computer Checks

The Layout field has been added to the Checks step of the Computer Checks process. This field is used to select a user-configured check for the batch. This field will only be enabled if the AP module is set up to use configurable checks.

 

Invoices

The Invoices Line Item window has been updated to automatically highlight the contents of the Invoice Number field when using the tab key to navigate through the window fields. This upgrade is designed to simplify the invoice line item creation process by eliminating the need to use the backspace key to remove the contents of this field before creating a new line item.

 

Reports

The Outstanding Invoices report has been enhanced to include additional data grouping and date filtering options.

 

The Group By field has been added to allow users to group the report by vendor or by fund then vendor as opposed to grouping by vendor only.

 

The Date Type drop-down field has been updated to include the JE Date option. This option improves efficiency when balancing to the General Ledger.

 

Utilities> NY Vouchers

The NY Vouchers process has been added to the Utilities palette of the Account Payable module. This process is a New York specific version of the standard Springbrook Vouchers and Checks process.

 

AP Setup

The Configurable and Configurable Long Stub options have been added to the Check Type field on the Checks tab of the AP Setup window. These check type options allow users to create a customized check and check stub based on the standard and long stub check types.

 

The Stub Lines field has been added to the Checks tab of the AP Setup window. This field is used to specify the number of stub lines that will display on a configurable check.

 

The NY Vouchers option has been added to the Process drop-down menu on General tab of the AP Setup window. This option enables the NY Vouchers process and will update the menu items in the AP module. See the NY Vouchers item below for more information.

Invoices

The Recurring Invoices window has been updated to allow appended Recurring Descriptions. This change is designed to allow the descriptions attached to the selected Recurring Groups to be appended with the description entered in the Recurring Description field.

 

AR Setup

The Print WO detail on invoices toggle has been added to the AR Setup window. This toggle is used to display additional work order details on AR invoices processed through the WO Billing process.

Permit Maintenance

The Inspection and Approval tabs on the Permit Maintenance window have been updated to allow users to add non-sequential inspection or approval steps to the permit. Previously the system assigned a sequential step number to each step. The Step Number field is now editable, allowing multiple inspection or approval steps to occupy the same step number.

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.

Electronic AP

The Electronic AP process has been enhanced to allow users to skip the Send Notification batch step. The Send Notification step is used by some organizations to generate notification emails for each vendor included in the batch. By making this step optional, users that do not use this functionality can more efficiently process Electronic AP batches.

Issue Maintenance

The Lot Number field on the General tab of the Issue Maintenance window has been updated with additional validation. Users will now be prompted to confirm a change to the Lot Number field if the updated lot number is associated with a customer number that does not match the customer number attached to the issue.

Slip Maintenance

The All Account Balances and Total Balance fields have been added to the available field list on the Slip Maintenance window. Both standard and right justified versions of the fields are available.

The All Account Balances field will display a list of all the accounts, the account names and the balance remaining after the current receipt on the slip. Example:

AR Account 12345 <Customer Name> $585.23 UB Account 54321 <Customer Name> $1,025.51

The Total Balance field will display an accumulated balance for all accounts on the slip. When using the example above, the Total Balance field would display $1,610.74.

Entry Maintenance

The Entry Selection window has been updated to include the Year column. This column displays the year associated with each entry displayed in the grid. This enhancement eliminates the need to open an entry in order to determine the year it is associated with.

 

Extended Budgeting

The Budget Administration and Budget Selection windows have been updated to include the Year column. This column displays the year associated with each budget revision displayed in the selection grid. This enhancement eliminates the need to open a revision in order to determine the year it is associated with.

 

The Total line has been added to the Entry Maintenance window launched from a selected budget revision on the Budget Administration window. This line provides a running total for the entire entry at the bottom of the data grid.

Journal Entries

The Account Description field has been added to the Journal Entry Line Item window. This field will display the description associated with the GL Account selected in the field above. This is a read-only field.

 

The Description field on the Proof List report in the Journal Entries process has been updated to utilize Springbrook’s standard word wrap functionality. This allows the full contents of the Journal Entry Description field to be properly displayed on the report.

 

Query Manager Reporting Tool

The grouping functionality on the Query Manager reporting tool has been updated to improve performance. This change will result in significantly faster load times without impacting the basic functionality of the report.

 

Utilities

The Import and Export Account Type windows have been added to the Utilities palette.

 

The Export Account Type window is used to export all active and inactive GL accounts for a specified year in a comma separated value (.csv) file. Once exported, this file can be edited in order to update the account types associated with each exported GL account.

 

The Import Account Type window is used to import updated account types for all active and inactive GL accounts in a specified year. This import process can also be used to update the account types for a year other than the one specified in the export file. However, only those accounts that exist in both the originally specified export year and the newly specified import year will be updated.

 

The Export Journal Entries tool has been enhanced to allow users to export specific JE data from any process in the application that generates JE data. Exported JE data can now be filtered by System, Process and Batch.

Applicant Maintenance

The Applicant Maintenance window has been updated to allow users to add attachments to an applicant before saving.

Previous functionality required a user to save a new applicant before enabling the Attachments icon. In the event that an attachment is added to an applicant before that applicant is saved, and that applicant record is not ultimately completed and saved, the system will delete the attachment at the same time the unsaved applicant is deleted.

 

Reports

The Employee Number, Position and Department filter fields have been added to the Position Control report. These new filter fields were added in order to meet the reporting requirements of the new Multiple Position functionality.

 

HR Setup

The Track additional positions toggle has been added to the HR Setup window. This toggle is used to activate Multiple Position functionality in the application. This functionality allows organizations to track and report on employees that hold multiple positions within the organization. When this toggle is checked, the Positions tab will be enabled on the employee record.

Reorders> Generate

The Generate step of the IC Reorders process has been enhanced to include the Items with single vendor populate vendor information toggle. This toggle has been added in order to ensure single vendor data is automatically pulled into the batch when the IC item being reordered has a Last Price value of $0.00.

License Maintenance

The Approval tab on the License Maintenance window has been updated to allow users to add non-sequential approval steps to the license. Previously the system assigned a sequential step number to each step. The Step Number field is now editable, allowing multiple approval steps to occupy the same step number.

Online Applications

Springbrook’s Online Applications have been updated to utilize Microsoft’s MVC4 framework. This change was made to ensure that Springbrook’s Online Applications continue to be developed and deployed using the most advanced technology available.

 

Employee Self Service

The Anonymous messaging feature has been updated to be optional for 7.16. In previous releases, this feature was available by default. ESS administrators can now disable this functionality.

 

Web Payments

The Synchronize Web Payments utility has been added to the application. Please refer to the Utility Billing section below for more details.

Purchase Orders/Change Orders

The Line Item sub-tab has been updated to include a total line. This line will provide a running total for the purchase order line items.

 

The Work Flow sub-tab has been added to the Purchase Orders Maintenance window. This sub-tab is used to display any work flows that are attached to the open purchase order and associated with the currently selected Purchase Orders batch.

The Work Flow sub-tab will display all work flows attached to the open purchase order regardless of batch association when the purchase order is launched from the Display palette.

 

The Purchase Orders Line Item window has been updated to populate the Account field with the account associated with the selected PM Task and Type codes. Selecting PM Task and Type codes will overwrite any accounts previously attached to the PO line item.

1099-Rs> Export

The Export step has been added to the 1099-Rs process in order to allow organizations to file 1099-Rs electronically. Only organizations that generate more 100 1099-R records are required to file electronically.

 

Computer Checks

The Accruals tab of the Timecard Maintenance window has been updated to display five decimal places for accrual balances. Previous releases only displayed two decimal places even though the system calculates accrual balances to five decimal places. This could lead to confusion when rounding calculations resulted in prorated balances that appeared to be inaccurate.

 

The Calculate Payroll Exceptions step has been updated to include a negative accrual balance exception. This exception will display when a timecard line item included in the payroll calculation results in a negative accrual balance on the employee record. This is an informational exception and will not prevent the batch from being processed with the timecard line item still in place.

 

Employee Maintenance

The Positions tab has been added to the Employee Maintenance window. This tab is related to the new Multiple Position functionality. The Positions tab is used to track and report on employees that occupy multiple positions within an organization.

 

The Accrual History sub-tab of the Accrual tab on the Employee Maintenance window has been updated to display five decimal places for accrual balances. This is the same change as the one described in the Computer Checks section above.

 

Reports> Payroll Register

The Check Date field has been added to the Payroll Register report. This field provides the check date associated with record and will only display when the report is generated in Detail mode.

 

PR Setup

The Check Type Field on the Checks tab of the PR Setup window has been updated to include the Configurable and Configurable Long Stub check type options. These check type options allow you to create a check with a customized layout. For more information about configurable checks, please see the Report Layout item in the System Setup Enhancements section below.

 

The Stub Lines field has also been added to the Checks tab. This field is used to determine the number of check stub lines that appear on the configurable check. As this number increases, the check will be able to display more deduction/benefit data. However, if this number becomes too large, the stub lines will run into a second page. Springbrook recommends test printing your configurable checks to confirm the check layout meets your requirements.

 

Utilities> Rebalance Accruals

The Rebalance Accruals tool has been added to the Payroll module. This tool is used to apply accrual balance adjustments on individual employee records. This allows users to correct accrual issues by balancing accrual ending values for one period (current balance) with accrual beginning values for the next period (beginning balance).

 

State Reports

The Alabama Retirement batch process has been updated to meet new state requirements. The process now includes a new Enrollment export file and updates to the existing Contribution export file format.

 

The Arizona TIAA CREF Export tool has been added to the State Reports menu in the Payroll module. This tool is used by Arizona clients to provide payroll information to a supplemental insurance provider.

 

The Illinois Unemployment Monthly batch process has been added to comply with new Illinois State requirements. These requirements mandate that the unemployment export previously generated quarterly now needs to be generated monthly as well. The export format for this process is also slightly different than the quarterly export format.

 

The New York Retirement batch process has been added to the Payroll module. This process is used to generate the retirement reports and export files required by the State of New York.

 

The South Dakota Retirement process has been updated to meet new state requirements. The Generate and Edit steps have been updated in order to allow organizations to report on the number of hours worked by an employee for the From/To period specified in the Generate step. The Hours Worked field can then be edited on the Edit step.

 

The South Dakota Retirement process has also been updated to generate a new file in the Export step. The file meets new export format requirements established by the state. The new export file has changed from a flat file to a comma delimited file and includes a number of small formatting updates. This file has also been updated to include the Hours Worked field in order to meet state requirements.

 

Tax Table Maintenance

The Copy Tax Table icon has been added to the Tax Table Selection screen. This icon is used to create a copy of the selected tax table and assign the copy a new name.

 

Timesheets Approval

The Alerts step has been added to the Timesheets Approval process. This step is designed to notify the timesheets approver that the batch includes a transaction that might require additional attention.

 

The Negative Accrual Balance alert compares leave requests to accrual balances and alerts the user of negative accrual balances resulting from included timecard line items.

 

The Equipment vs. Labor alert compares the aggregate equipment usage to the regular pay hours on the timesheet line and alerts the user if the equipment hours exceed the labor hours.

 

W-2s

The file generated in the Export step has been updated to meet various new state requirements. These updates include changes meant to meet new North Carolina RS record and Oklahoma RS and RV record reporting requirements.

PT Setup

The PT Setup window has been updated to include two new fields. These fields are used to configure the Tow List report associated with the Springbrook Parking Tickets API.

 

The Excessive Ticket Tow Days field is used to specify the number of days that an outstanding ticket must be marked as excessive before it is included in the PT Tow List.

 

The Tow Ticket Count field is used to specify the number of tickets that must be issued to a vehicle for that vehicle to be included on the PT Tow List.

 

If your organization does not utilize the Springbrook Parking Tickets API, these fields will not affect the application. Please contact Springbrook Support for more information regarding the Springbrook Parking Tickets API.

Customer Maintenance

The First Name field has been added to the Customer Search window. This field is used to filter the displayed customers by the first name associated with the record.

 

Report Layout Maintenance

The Report Layout window has been added to the Maintenance palette. This window is used to create, edit and maintain custom layouts for configurable checks. Once you have created a custom check layout, you can print a sample check to confirm the changes appear as desired.

 

Login History

The Login History window has been added to the Utilities palette. This window is used to help Springbrook Community users track authentication attempts.

Both successful and failed login attempts will be logged, and each log line item will include the time of the attempted login and the IP address the attempt originated from. While these source IP addresses cannot be certified, many organizations will find it useful when determining how frequently the application is accessed by employees outside of their internal network. The Login History data grid can be filtered by date range, user name and login result.

 

Employee Self Service Setup

The ACH Layout and Print Layout fields have been added to the General tab of the Employee Self Service Setup window. These fields are used to select the ACH and Printed check layouts that will be displayed when a user accesses historical check data through the Employee Self Service online application. These fields only apply to organizations that use configurable checks.

The Allow anonymous contact toggle has also been added to the General tab of the Employee Self Service Setup window. This toggle allows an organization to provide Employee Self Service users with the option to submit an anonymous message to the specified HR contact.

 

Work Flows

The Summary Fields field on the Steps tab of the Work Flow Template window has been updated to include the Negative Accrual Balances option. This option allows a user to create a Payroll Timesheets Approval work flow that will generate a notification in the event that a submitted timecard includes a line item that results in a negative accrual balance.

 

The Work Flow Audit report has been added to the Work Flow palette. This report is used to display a filtered list of work flows and work flow steps in order to see which users or roles approved or denied the included work flows.

Account Maintenance

The Customer Sequence, First Name and Billing Cycle fields have been added to the Customer tab of the Account Master Search window. These fields provide additional filtering functionality for the UB accounts displayed in the data grid below.

 

The Date From and Date To fields have been added to the Account History report launched from the History tab of the Account Maintenance window. These fields are used to filter the transactions included in the report by the specified dates.

 

The Serial Number column in the Devices data grid on the Device tab of the Account Maintenance window has been updated to include a link label to the Device Maintenance window. This enhancement is meant to improve efficiency by allowing users to drill down into device details without leaving the Account Maintenance window.

 

New Account Wizard

The Class Code, Zone Code and Balance fields have been added to the Lot step of the UB New Account Wizard. These fields display additional details about the Lot selected for the new account.

 

The Cell Phone field has been added to the Customer step of the UB New Account Wizard. This field is used to record the cell phone number associated with the customer record attached to the new UB account.

 

Query by Example

The Class Code and Exempt From Past Dues fields have been added to the available fields list for the UB Query by Example report. Class Code is located in the Master Account table and Exempt From Past Dues in the Account Rates table.

 

The Bill Detail Tier table has been added to the Table Name drop-down field for the UB Query by Example report. This table includes the UB Bill Detail Tier ID, Cons Level, Consumption, Amount and UB Bill Detail ID fields. These fields are also available in the Bill Detail Tier secondary table under the Bill Detail primary table.

 

Service Request Code Maintenance

The Assign To field has been added to the Maintenance section of the Service Request Code Maintenance window. This field is designed to improve efficiency by automatically assigning any service requests generated from this service request code to a default Springbrook user.

 

Meter Readings> Export

The ITRON MV-RS export option has been added to the available export layout options.

 

New Billing

The New Billing process has been updated to include a UB Bill Detail Tier export file. This file will be automatically generated with the other export files during the Export step if an account included in the New Billing batch is set up to use tiered consumption.

 

UB Setup

The IVR tab has been added to the UB Setup window. This tab is used to configure the interface between Springbrook and an Interactive Voice Response system. Previous Springbrook versions provided some of this functionality on the Billing tab of the UB Setup window. IVR functionality was expanded in 7.16 so the configuration fields were moved to a separate tab.

 

Statement Setup

The Consumption Graphs tab has been added to the Statement Setup Maintenance window for standard billing statements. This tab is used to specify whether generated billing statements will display none, one or two consumption graphs. If consumption graphs are being displayed, this tab is also used to configure those graphs.

 

Utilities

The Alert Works Export window has been added to the Utilities palette. This window is used to export UB account information to the Summation360 Alert Works system.

 

The Synchronize Web Payments tool has been added to the Utilities palette. This tool replaces a custom tool used by organizations that offer our Web Payments service to their customers. This tool is used to synchronize UB account settings with the auto pay settings that a customer sets on the Web Payments application.

 

Winter Averaging

The User Defined option has been added to the Average field on the Generate Winter Averaging window. Selecting this option enables the User Defined Amt field below. This field is used to specify a value that will be the divisor for the total consumption on the account.

Additional Billings

The Additional Billings process has been updated to associate generated WO activity with the JE date rather than the processing date. This enhancement allows users to process additional billings in the month following the actual activity.

The Additional Billings process has also been updated by removing the unnecessary Benefit Cost column and adding the requested Detail Date column. These changes are designed to improve processing usability.

 

Billings

The Billings process for Wisconsin Highway users has been updated to display additional work order detail on AR Invoices generated through the process. The work order generated invoices will now display a brief description, the quantity and the amount for each invoice line item associated with the billed work order.

The Print WO detail on invoices toggle on the AR Setup window must be checked in order to enable this functionality.

 

Equipment Analysis

The Equipment Analysis process has been rewritten for 7.16. This process will behave exactly the same as before the rewrite, but will now generate report data based on GL account data. Previously this process looked at WO detail lines and the related IC inventory items’ miscellaneous attributes to generate the aggregate data for this report. This rewrite results in a reporting tool that more closely follows standard Wisconsin Highway Department processes.

The process has also been updated to improve the accuracy of revenue calculations. Revenue and Hours Used calculations will now be based on historical work order detail records. Because of this change, the Revenue and Hours Used rows on the Analysis tab of the WO Setup window have been removed.

 

The Equipment Analysis Proof List has been updated to display the Equipment Description for each included line item and to allow the report to be grouped by Fixed Asset Class. This enhancement will also provide a subtotal for each class grouping.

 

Category Maintenance

The GL Account field has been added to the General tab of the Category Maintenance window. This field is used to associate a non-partial GL account with the category. That account will then automatically populate the GL Account field on a new work order when the category is attached to that work order.

 

WO Setup

The Analysis tab has been added to the WO Setup window for Wisconsin users. This tab is used to set up how the Equipment Analysis process will be used to track equipment usage based on the transactions that hit a specified GL account.

 

Work Orders

The Date From and Date To fields have been added to the Activity tab of the Work Orders window. These fields are used to filter the work order activity displayed in the data grid below. This filtering functionality is designed to improve load times by limiting the number of records that are displayed. This can be particularly useful when an organization tracks activity through numerous ongoing work orders that span multiple years. The Date From field will default to January 1st of the current year.

 

Wisconsin State Requisition Report

The Wisconsin State Requisition Report has been updated to better meet the needs of our Wisconsin clients. All Adjustment and Service LEMS line items associated with WO Billings will now be categorized as Materials on the report.