Springbrook Enhancement Lists

Clear Search Criteria

• Search functionality across the application has been enhanced to allow users to clear all previously specified search criteria on the current page. This new Clear button will be available on search pages that include a large set of search criteria options, such as the BR Display page.

 

Data Grids

• The Columns selection drop-down menu has been enhanced in order to allow users to select all or deselect all available columns via a single toggle. This allows users to display or hide all columns, including default columns. Using the Reset Grid Defaults button will automatically reset the grid to the default columns.

 

Springbrook Ideas Portal

• The Springbrook Ideas Portal icon has been added to the Cirrus top menu in order to allow users to quickly access the Springbrook Ideas Portal, where users can make new product suggestions and vote on existing suggestions.

 

Tasks and Approvals

• The new Tasks and Approvals section on the Cirrus landing page allows users to quickly see any outstanding tasks or approvals that require their attention.

 

User Profile

• The User Profile settings in Cirrus have been enhanced to include some Cash Receipts configurations. The Automatically print duplicate (copy) receipt, Automatically print receipt on save, and Pause Printing between receipts settings have been moved from Operator Maintenance to User Profile. The new Always show module search setting has also been added to User Profile in order to control how the default Search Options.

 

Attachments and Imports

• The Attachments window in Cirrus has been enhanced to include drag-and-drop functionality. Users can now attach a file to a record by dragging that file from the workstation desktop or window and dropping that file into the Cirrus Attachments window. This drag-and-drop functionality has also been added to import windows across the application.

 

Batch Selection

• Updated the Batch Selection screen across the application to include the Month and Year drop-down fields in order to allow users to filter the batches displayed in the data grid by a specific month and/or year.

 

Jobs Viewer

• The Jobs Viewer in Cirrus has been enhanced to allow additional access control via Menu Security. As in V7, user access to individual fields in the Jobs Viewer can be set via DB Security. In Cirrus, if a user is set with no access to the Jobs Viewer in Menu Security, that user will still be able to open the Jobs Viewer to view the reports or processes assigned to that user. The User Name field will not be enabled.

Vendor Search

• A new Vendor Search screen has been added to the main Accounts Payable menu.

 

Checks Search

• The Checks Search screen has been moved from the Display menu to the main AP menu in order to improve the user experience.

• The Checks Search screen has also been enhanced to include:

  • A new Check Amount field allows users to filter the checks by a specific check amount.

 

Invoices Search

• The Invoices Search screen has been moved from the Display menu to the main AP menu in order to improve the user experience.

• The Invoices Search screen has also been enhanced to include:

  • All the search and filter criteria on a single screen, eliminating the need to navigate between tabs.

  • A new Description field that allows users to filter invoices by keywords in the invoice description.

  • A new Contact Number field that allows users to filter invoices by associated contract numbers.

  • A new Invoice Line Amount field that allows users to filter invoices by a specific invoice line amount.

  • The Voucher Number From and Voucher Number To fields to allow users to filter by voucher number. These fields will only be displayed for agencies set up to use NY Vouchers, Vouchers and Checks, or Vouchers and Warrants.

  • Updated filtering on the Amount column, allowing users to filter by specific invoice amounts or by a range of amounts.

• The Display Checks screen has been enhanced to include the Voucher Number From and Voucher Number To search criteria fields and to include Voucher Number in the available data grid columns for agencies set up to use NY Vouchers AP Mode.

 

1099s

• The Settings step of the 1099s process has been enhanced to accommodate multi-batch processing. The Settings tab will now include the Home Department field and Bank Codes section, and the new Override Info tab allows users to override organization and EIN data for the batch.

 

Computer Checks

• Updated the Computer Checks Print Vouchers step to include the Suppress Voucher Heading and Suppress Voucher Certification toggles. These toggles allow agencies to suppress the header and certification details set up on AP Setup.

• Updated the Computer Checks Voucher Approval List to include the Show certification message on voucher list toggle. This toggle is only enabled when Multi-Fund Vouchers and Approval is selected as the Report Type.

• Updated the Computer Checks Proof List to include the Print WO Details toggle. This toggle allows users to include the Quantity, Reference Number, and WO Description for work orders included in the report if the agency is set up to use Wisconsin Highway reporting.

 

Invoices

• The Import step of the Invoices process has been enhanced to:

  • Include the Override Invoice Date toggle, which allows users to set an invoice date other than the current date that is set by default.

  • Automatically create new temporary and/or permanent vendors if the import file is set up to do so.

  • Import Home Department data is the import file is configured to do so.

  • To validate the presence of invoice numbers on imported invoice line items based on the validation preference set in the Validate Invoice Line Item has Invoice Number drop-down menu on the AP Setup screen.

• The Invoices step of the Invoices process has been enhanced to:

  • Include validation requiring users specify a Home Department for the invoice if the AP module has been set up to require Home Department selection on all invoices.

  • Display optional Invoice Date, Reference Number, Work Order, WO Asset, and Product Code columns in the Edit Invoices data grid.

  • Display cycle names in the Cycle drop-down menu on the Generate Recurring Invoices screen. Also expanded the drop-down to include up to 10 cycles.

  • Automatically add the current fiscal year as a voucher number prefix for agencies using NY Vouchers when the Prefix voucher numbers with current fiscal year toggle is checked on the AP Setup screen.

  • To validate the presence of invoice numbers on new invoice line items based on the validation preference set in the Validate Invoice Line Item has Invoice Number drop-down menu on the AP Setup screen.

• The Proof List step of the Invoices process has been enhanced to:

  • Include the WO Detail with Inventory option in the Print Mode drop-down field. This option allows users to generate a Proof List that includes both inventory and GL information.

  • Include the Show Home Department toggle. This toggle allows users to include the Home Department column on the generated Proof List.

• The Commit step of the Invoices process has been enhanced to:

  • Include the Create budget adjustment for closed PO lines rolled from prior year toggle. This toggle is used to create an aggregated budget adjustment in the fiscal year set in the Settings step for any PO lines closed in the process with outstanding amounts if the PO lines were rolled over from the prior fiscal year.

  • Include the Do not aggregate budget adjustments toggle if the agency wants to create a separate adjustment for each PO line.

 

Vendor Maintenance

• Added the Check Date From, Check Date To, Check Amount, Invoice Amount, Invoice Number, and Check Number search fields to the History tab of the Vendor Maintenance screen.

 

Manual Checks

• Updated the Import step of the Manual Checks process to include the Reference number in the import if the file has been set up to include the Reference property in SS> Import Configuration.

 

Check Approval Report

• Updated the Check Approval report to include the Bank Account option to the Sort By field.

 

Outstanding Invoices Report

• The Outstanding Invoices Report has been enhanced to include:

  • The Account From and Account To filter fields. These fields allow users to report on a specified range of accounts.

  • The Page Break by Fund toggle. This toggle allows users to generate the report with one fund per page when grouped by fund then vendor.

 

Vendor Detail Export

• The Vendor Detail Export tool has been added to Cirrus. This tool allows users to generate a .csv export file that includes a broad range of vendor details.

 

AP Setup

• The Checks tab of the AP Setup screen has been enhanced to include:

  • Signature Preview functionality. This feature allows users to see the uploaded signature that will be displayed on generated checks. The enhanced Cirrus uploading process also allow users to drag-and-drop their signature file when uploading.

  • The Require all Manual Checks to have a check number toggle. This toggle is used to enable validation that requires a manual check to be assigned a check number before it can be saved.

  • The Long check stub prints check number as barcode toggle. This toggle allows users to include a barcode of the check number on the printed check.

• The Invoices tab of the AP Setup screen has been enhanced to include:

  • The Require Home Department on Invoices toggle. This toggle allow agencies to require the Home Department field be populated when editing or creating invoices.

  • The Warn Users of Open POs section. This allows users to enable additional validation messages related to the GL Account, Home Department, or Task Code when AP Invoices are being created.

  • The Validate Invoice Line Item has Invoice Number drop-down menu. This allows users to set up optional validation on the presence of invoice numbers on imported or new invoices. By default, No Validation will be selected. Users can select Warn to provide a warning when an invoice does not include an invoice number but to allow the invoice to be imported or saved after confirmation. Users can select Stop to prevent an invoice from being imported or saved until an invoice number is specified.

• The Vouchers tab of the AP Setup screen has been enhanced to include:

  • The Prefix voucher numbers with current fiscal year toggle. This toggle allows NY Vouchers users to include the current fiscal year as a prefix for automatically generated voucher numbers.

• Added the Recurring Cycle Name tab to the AP Setup screen to allow agencies to specify names for recurring invoices.

Collections

• Added the Action drop-down menu to the Generate step in order to allow users to specify how AR balances will be processed. The user can select Move to new cycle (default existing behavior) to create new transactions for the balances in a new billing cycle or select Write off balances to set the account balance to zero on commit.

 

Invoices

• Updated the Statements step to include the Unit Cost Precision field in the Statement Print Options. This field allows users to set the precision for the Unit Cost field to between two and six decimal places.

 

Account Maintenance

• The Account Maintenance screen has been enhanced to allow users to create adjustments from the History tab. Users can click the Adjustment, Reversal, Transfer, Apply, Credit Bill, or Penalty buttons to begin the adjustments process.

 

Vendor Detail Export

• Updated the Vendor Detail Export to include the Data From drop-down menu and the Computer Checks Batch field in order to allow users to run the report by fiscal year, as was possible previously, and for a specific Computer Checks batch.

BR Search

• Updated the Bank Reconciliation module menu by changing the Display menu item label to BR Search in order to more accurately reflect the purpose of the tool.

 

Clear Transactions

• The Settings step of the Clear Transactions process has been updated to include the Statement Beginning Date and Statement End Date fields. These fields are used to specify a statement date range for the transactions that will included in the batch, providing more control than the previously available Statement Date option.

• The Settings step of the Clear Transactions process has been updated to include Last Cleared date in the Bank Account field. This date is set on the commit step the last time the bank account was included in a Clear Transactions batch.

• The Statement End Balance field has been added to the Settings step of the Clear Transactions process. This field is used to enter the ending balance of the bank accounts selected. This Statement Balance value will be used during the Select Transactions step to help users reconcile the system balance to the bank statement balance.

• The Import step of the Clear Transactions process has been enhanced to allow users to add and edit individual transactions to the import through the application itself.

• The Select Transactions step of the Clear Transactions process has been enhanced to improve functionality.

• The top section of the Select Transactions window will now display running values for the Beginning Balance, Cleared Items (deposits/checks/adjustments cleared during the statement date range), Selected Deposits, Selected Checks, Ending Balance, Bank Statement Balance (as entered on the Settings step), and Difference (between Ending Balance and Bank Statement Balance). These values are meant to help clients track values while adding checks and deposits to the Clear Transactions batch.

• The Enter Check and Enter Deposit links have been added to allow clients to add individual checks and deposits to the Clear Transactions batch.

 

Receipt Deposits

• The Select Batches step of the Receipt Deposits process has been enhanced to include the ability to generate separate deposits for different pay methods. This will allow organizations to follow different deposit schedules for different pay methods. For example, organizations can now process receipt deposits for cash or check pay methods on a daily basis while processing receipt deposits for credit cards on a weekly basis, even though all deposits are in the same batch.

• The Select Batches data grid has been enhanced to display the Journal Entry Date column. This column allows users to see the post date of the available Cash Receipts batches.

 

Enter Checks

• Added the Current Balance field to the Enter Checks tool in order to display the current balance of the selected bank account. This value will only include cleared transactions and will generally display the previous month's ending bank balance when clients clear transactions after receiving banking statements.

• Updated the Add Check and functionality in the Enter Checks tool in order to allow users to add multiple checks without being forced to click the Add New button between each new check.

 

Enter Deposits

• Added the Account Number field to the Enter Deposits tool in order to display the account number associated with the selected bank account.

• Updated the Add Deposit functionality in the Enter Deposits tool in order to allow users to add multiple deposits without being forced to click the Add New button between each new deposit.

 

Reset Cleared Balances

• Added the Reset Cleared Balances tool in order to help organizations that have not historically used the Bank Reconciliation module prepare their data so the module can be used going forward. This tool is meant to be used only once to clear a large amount of uncleared data and to establish an accurate internal account balance.

Receipt Search

• Added the Receipt Notes field to the Advanced Search filter options on the Receipt Search screen.

 

Cash Entry

• The Cash Entry window has been completely redesigned in Cirrus. Along with a more modern, familiar look and feel, this redesign also improved the efficiency and usability of the Cash Entry window. These improvements include:

  • A new search toolbar that allows for easy lookup on commonly paid items such as Utility Bills

  • A Type Code search field with autocomplete accessible from the primary Cash Entry screen

  • Lookup by UB Account Number, Service Address, and Customer Number all on one screen

  • Ability to search/filter by Account Status on UB Account Selection screen

  • Default-to-last-search functionality to improve efficiency when processing multiple receipts via the same search

  • Easier access to advanced search actions

  • Improved account/bill lookup performance

  • Easier addition of multiple bills or invoices to a single receipt

  • Running total for selected accounts in Add UB Accounts with Amount

  • Simplified user experience that makes it easier to train and on-board new users

• The Import Receipts screen has been enhanced to include the Create Customer if not found toggle in order to automatically create a new customer for the receipt if the customer number or first name and last name on the receipt do not match an existing customer in the database.

• The Cash Entry window has been enhanced to include an indicator on the Messages and Notes icon in order to let users know if a receipt includes messages or notes.

• The Cash Entry and Receipts screens have been enhanced to include the Service Address column on the Receipt Details Account/Category tab in order to display the service address associated with the UB account.

• The Cash Entry Pay Receipt window has been enhanced to automatically place cursor focus in the relevant field based on the selected Payment Type. When payment type = check, default focus will be on the Reference field. When payment type = cash, default focus will be on the Amount field. When payment type = other, default focus will be on the Submit button.

 

Receipts

• Added the Refresh button and the Pay Method column to the Receipts data grid in order to allow users to refresh the data in the grid and to see the pay method associated with each receipt.

 

Receipt Search

• Updated the Cash Receipts module menu by changing the Display menu item label to Receipt Search in order to more accurately reflect the purpose of the tool.

• The Pay Method and Type Code fields have been added to the available fields in the Advanced Search section, expanding the available search options in the Receipt Search window.

 

Station Maintenance

• Updated the Station Maintenance screen to allow users signed in as ADMIN to edit the Terminal IP and Port settings for stations they are not currently using.

 

Utilities> Query by Example

• The CR Query by Example tool has been enhanced to improve clarity and usability when selecting aggregate and alias fields. These changes include:

  • CR Line Item table:

    • Old fields - Account, PM Task, Account, PM Task

    • New fields - Credit Account, PM Credit Task, Debit Account, PM Debit Task

  • CR Type table:

    • Old fields - Account, PM Task, Account, PM Task

    • New fields - Credit Account, PM Credit Task, Debit Account, PM Debit Task

 

CR Setup

• The General tab of the CR Setup window has been enhanced to include the Display Comments field in Payment Entry toggle. This toggle allows users to choose to display or hide the comments attached to a receipt when that receipt is open in Cash Entry.

• The General tab of the CR Setup window has been enhanced to include the Secondary Pay Method and Tertiary Pay Method drop-down fields. These fields are used to specify the secondary and tertiary pay methods that will display as the second and third pay method drop-down options under the default pay method when editing the pay method on a new receipt.

• The General tab of the CR Setup window has been enhanced to include the Multi-Search Mode toggle. When checked, this toggle will return focus to the previously-used search field after adding an item to a receipt in order to improve efficiency for users who frequently add multiple items to a single receipt. When not checked, focus will be placed on the Pay button after adding an item to a receipt in order to improve efficiency for users who frequently process the receipt after adding a single item.

• The General tab of the CR Setup window has been enhanced to include the Pay Method Focus drop-down field. This field allows agencies to control where cursor focus will land when the Payment window is launched from Cash Entry.

Audit Trail

• The Journal Entries process has been enhanced to include audit trail tracking functionality. When journal entries are created, updated, or deleted, the audit trail will record the date/time of the change, the type of change made, the user that made the change, and the data table that was edited.

 

Dashboard

• The Cirrus Dashboard provides real-time reporting data in the Cirrus application via connection to the Springbrook Analytics Tableau reporting tool. This functionality replaces and improves the GL Display window and the Graphs tab of the Chart of Accounts Maintenance window.

 

Account Search

• The Account Search menu item has been added to the main the GL menu. This menu item opens the Chart of Accounts Selection screen, allowing users to search existing chart of accounts without opening the Maintenance> Chart of Accounts menu item.

• The Advanced Search section has been added to the Account Search screen to allow users to filter by Account Type and Section Type.

 

Budget by Account Display

• Updated the Account search field in order to allow users to search by partial GL account.

 

GL Display

• Added the GL Display screen to the GL module in order to allow users to quickly filter and display detailed balance and budget data for GL accounts. Filtering accounts by section type and selecting periods to display on the Graph tab are Cirrus enhancements.

 

Journal Entries Search

• The Line Amount field has been added to the search filters on the Journal Entries Search screen. This field allows users to filter displayed journal entries by GL History Line Amount.

• Added the optional WO Proof List column to the Journal Entries Search data grid in order to allow users to open the WO proof list in the batch where the journal entry originated.

 

Budget Adjustments

• The Edit Adjustments step of the Budget Adjustments process has been updated to include the YTD Balance field. This field will display the current balance of the GL account being adjusted.

• The Commit step of the Budget Adjustments process has been updated to handle budget adjustment attachments more efficiently. Attachments to standard adjustments will appear in the Budget Adjustments data grid on the Budget tab of the GL account being adjusted. Attachments to transfer adjustments will appear in the Budget Adjustments data grid on the Budget tab of both the From and To GL accounts associated with the transfer.

 

Chart of Accounts Maintenance

• Made a number of enhancements to the GL Chart of Accounts Maintenance screen:

  • Updated the Chart of Accounts Maintenance screen to display the Account Number and Account Description at the top of the maintenance screen on all tabs. The hover tooltip will include the Account Number, Account Description, and Section Descriptions for Misc Field GL Chart Acct 1-3.

  • A new information tooltip icon now displays at the top of the open Chart of Accounts. This displays the Section name and value for all the Sections on the GL record when a user hovers over the icon. The Account Header One, Two, and Three values will display for agencies that do not use a uniform chart of accounts.

  • A new Fiscal Year field has been added to the main Chart of Accounts toolbar. This field allows users to move from one fiscal year to another without leaving the selected Account Maintenance screen.

  • A new vertical tab format improves usability when navigating between tabs on the Chart of Accounts Maintenance window.

  • The Chart of Account screen title that displays at the top of the screen will now include the current tab. For example, when a user is on the Budget tab, the title will read "Chart of Accounts Maintenance - Budget."

  • The Budget tab will now display the Attachments column in the Budget Adjustments data grid. This column allows users to view and download attachments added to the account in the Budget Adjustments process.

  • Added the Amount column to the Budget tab data grid to display the amount of change between each budget row.

  • Added the PO Rolled Amount field to the Budget tab of the Chart of Accounts Maintenance screen in order to allow agencies to separately track the total amount of outstanding PO line items that were rolled over for the fiscal year.

  • The Extended Budgeting tab will now display all revisions associated with the EB revision on the account. This data grid will also include the Budget Type and Revision columns.

  • Added the Miscellaneous tab to the Chart of Account Maintenance screen in order to allow users to input or edit the miscellaneous fields associated with a GL chart record.

 

Journal Entries

• Journal entry line items will now be added on the main Journal Entry page rather than in a pop-out window. The line item detail fields will populate an editable area to the right of the main journal entry data gird.

• The Author field has been added to the Journal Entry screen in order to display the username of the user who created the open journal entry. This field will remain disabled and blank on new journal entries until the journal entry is saved. At that point the field will display the username of the user who saved the new journal entry.

• The Add Control Account Entries option has been added to the Balance button drop-down menu on the Journal Entry Line Item screen. This option allows agencies set up to used Control Accounting to automatically create balancing entries for control accounts based on the revenue/expense entries already entered.

• The Up Row and Down Row buttons have been added to the Line Details section to allow users cycle through journal entries via the buttons or the ALT+U and ALT+D hotkeys.

 

New Budget Info

• The Import Budget from Excel tool has been updated to use configurable import files. The configurable import file will be available in SS> Maintenance> Import Configuration in an upcoming release.

• The Import Budget from Excel tool has been updated to include the Estimated Actuals option to the Budget Type drop-down menu. This option allows users to import budget data in the Estimated Actuals field for each GL account.

 

Audit Data Report

• The Audit Data Report has been enhanced to include:

  • Added the JE Description column to the report in order to include the description from the journal entry associated with the journal entry line item.

  • Added the Account Description field to the exported Audit Data Report file.

 

Budget Status Report

• The Budget Status Report has been enhanced to include:

  • Added the Show Overbudget Accounts Only toggle to the report settings in order to allow users to limit the report to accounts with a negative YTD variance.

  • Added the Show PO & Invoice Detail toggle to the Budget Status report to allow agencies to see detailed information about the Purchase Order and Invoice transactions that impacted the budget.

 

Reporting Manager Report

• Added Section Types section to the GL Reporting Manager in order to allow users to filter report results by Section Type.

 

Trial Balance Report

• The Trial Balance Report has been enhanced to include:

  • The Display Running Balance toggle. This toggle allows users to report on the running balance for each account when generating the Detail report type.

  • The Suppress Accounts Without Balance, Budget, or Activity toggle. This toggle allows users to remove accounts without a beginning balance, activity, or budget.

 

New York AUD

• Added the New York AUD process for New York agencies in order to meet state auditing requirements.

 

Create New Fiscal Year

• Updated the Create New Fiscal Year tool to ensure new fiscal year records include any miscellaneous fields data specified on the current fiscal year records.

 

Refresh GL Keywords

• Added the Refresh GL Keywords tool to the Utilities menu in order to allow users to update the keywords database after a GL Chart of Accounts is imported into the system.

 

Update Alias

• Added the Update Alias tool to the GL Utilities menu to allow users to update the GL Account Alias field with a shortened GL Account number that removes formatting and leading zeros.

 

GL Setup

• Updated the Setup window to remove the Extended Budgeting Reference section and add the Extended Budgeting Reference tab. The Extended Budgeting Reference tab will display the budget details in a data grid and will only be enabled if the agency is using the Extended Budgeting module.

Employee Search

• Employee Search has been added to the Payroll main menu, providing one-click access to one of the most frequently used maintenance forms in the application. Employee Search also includes the new Supervisor field in the advanced search criteria, allowing users to filter employees by supervisor.

 

Computer Checks

• Updated the Generate step to include the Holidays tab. This tab allows users to automatically insert holiday line items into timecards based on the selected Pay Schedule and the holidays specified on the Holiday Maintenance screen.

• Updated the Timecards step to include the Save and New button. This button allows users to save the current timecard line item and immediately begin creating a new line item without first returning to the Timecards screen.

• Updated the Exceptions step to provide a warning when a timecard line item exceeds a PM budget when the Warn when PM Task Budget is exceeded by timesheet lines toggle is checked in PR Setup.

• Added options to the Group Report By drop-down menu on the Proof List to allow users to group the report by Reporting Group, Employee Number or Reporting Group, Last Name.

• Added the Reporting Groups section to the Timecard Proof List to allow users to filter the reports by a selected set of reporting groups.

 

Employee Maintenance

• Updated the Employee Maintenance screen to display the First Name, Last Name, and Employee Number at the top of the maintenance screen on all tabs. The hover tooltip will include the First Name, Last Name, Employee Number, Department, Job Title, and Status.

• The Overview page has been added to Employee Maintenance, providing access to frequently used data without requiring the user to navigate between maintenance tabs.

• The SOC Code field has been added to the General tab. This fields is used to assign a standard occupational classification to an employee record.

• The Retirement tab has been updated to include a number of new state-required fields for New Hampshire and South Carolina agencies.

 

Pay Code Maintenance

• The Advanced tab of the Pay Code Maintenance window has been enhanced to include the Allow employee to set amount when entering time toggle. This toggle allows employees to enter a specific flat amount on a timecard line item.

 

Pay Schedule Maintenance

• Pay Schedule Maintenance offers a number of enhancements for Cirrus:

  • The year control has been moved to the Calendar Year field in the page header.

  • New ability to generate timesheet periods as well as pay periods on the Pay Schedule Maintenance page eliminates the need to manually enter timesheet periods.

  • Timesheet periods can now be added as opened or closed.

 

Reporting Group Maintenance

• The Status, Department, and Position columns have been added to the Reporting Group Maintenance data grid.

 

Tax Table Maintenance

• Made a number of updates to the Edit Tax Table Maintenance screen: Replaced the ADD button with the CREATE button in the Revisions data grid and updated it to open the Revisions tab and focus on the Revision field, added the CREATE button to the Revision Tax Rates data grid and set it to open the Revision Tax Rates tab and focus on the Level field, added the CREATE button to the Revisions and Revision Tax Rates tabs, added the ALT+R hotkey to select the Revisions tab, and added the ALT+E hotkey to select the Revision Tax Rates tab.

 

Accrual Register Report

• The Accrual Register Report has been enhanced to only display the “notes” footer if notes were present on the page.

 

Deduction Register Report

• Updated the Deduction Code selection section on the Deduction Register report to include the deduction code description.

 

Detail Distribution Report

• Added the Display Details toggle in order to allow users to include date type, pay code, deduction code, and benefit code details in the report.

• Added the Reporting Group field to allow users to filter the report by a specific reporting group.

 

Pay Type Register Report

• Updated the Pay Codes selection section on the Pay Type Register report to include the pay code description.

 

Payroll Register Report

• Added the Reporting Group field to allow users to filter the report by a specific reporting group.

 

Sick Leave Report

• The Sick Leave report has been added to PR Reports in order to allow agencies to report on sick leave amounts for employees filtered and sorted by department.

 

Wage Increase Dates Report

• Added the Wage Increase Dates report to the Payroll Report menu. This report allows users to report on employees’ current position details and when the next increase is scheduled.

 

Workers' Comp Report

• Added the Include State Discount and Deductions/Benefits where applicable toggle to the Workers' Comp Report print options. This toggle allows users to take the State Discount into account and any Deductions/Benefits that are marked for the Gross Wages bucket being reported on are also included in the Subject Wages.

 

Timesheets

• The Timesheets process offers a number of enhancements in Cirrus:

  • Enhanced Quick Entry Mode allows employees to enter their time for the day by only filling out three fields.

  • New stacked bar chart shows users their time per day at a glance.

  • Type-to-search fields for Pay Code, Rate Code, and Shift Code improve efficiency when entering data on a timesheet.

  • Cirrus Online Time Clock is a new, easier way for employees to capture clock-in and clock-out time when arriving or leaving work.

  • Cirrus Calendar Mode is a new, intuitive method for employees to enter their time via visual calendar.

  • Access must be granted in SS Menu Security.

  • Ability to specify a flat amount on employee timesheet line items.

 

Web Timesheets

• New Web Timesheets functionality allows users to create their own customized timesheet templates that can drastically improve time entry efficiency.

 

Timesheet Administration

• New Timesheet Administration menu item includes:

  • New Supervisor Time Approval process allows supervisors to approve time without the need to create batches or workflows.

  • Single menu location for the Quick Time Entry and Import Timesheets tools.

  • Access must be granted in SS Menu Security.

 

Timesheets Approval

• Added the Employee Detail with Flat Amount, Employee Summary by Date with Flat Amount, Employee Summary by Code with Flat Amount, and Work Order Detail with Equipment options the Report Type drop-down menu on the Proof List in order to allow users to report on timesheet approvals with flat amount and equipment data.

• Added the Print Totals for Timesheet Periods toggle to the Proof List in order to allow users to include subtotals by Timesheet Period and Pay Code on the generated Proof List.

 

Timesheets Proof List

• Updated the Timesheets Proof List to include the Show Timesheet Notes toggle. This toggle allows users to include an y notes on the timesheet line in the Proof List.

 

Setup

• The Checks tab of the PR Setup screen has been enhanced to include the Show only active accruals for employee on check stub toggle. This toggle is used to configure which accruals are displayed on check stubs.

• Added the Summarize Ded/Ben Types on check stub toggle to the Checks tab of the PR Setup screen. This toggle allows users to aggregate Deduction or Benefit Type data on the check stub.

• Added the Warn when PM Task Budget is exceeded by timesheet lines toggle to the Checks tab of the PR Setup screen. This toggle allows users to validate PM budgets during the Payroll process by displaying a warning when a timecard line item exceeds a PM budget amount.

 

Notify Timesheet Users

• Added the Notify Timesheet Users tool in order to allow users to generate Payroll task notifications for a filtered group of Cirrus and Springbrook users to remind them of upcoming timesheet task deadlines. Access must be granted in SS Menu Security.

 

Aggregate Deduction Order

• The improved Aggregate Deduction Order utility uses familiar drag-and-drop functionality in a simplified list view rather than a multi-level grid.

 

Generate Holiday Timesheets

• Generate Holiday Timesheets is a new utility that automatically creates a timesheet line for a specific holiday. Access must be granted in SS Menu Security.

 

W-2s Commit and W-2 Adjustments Commit

• Updated the Commit step of the W-2s and W-2 Adjustments processes to improve Multi-Muni Relational Database file transfer functionality. When a batch is committed in a related database that is designated as Child, it will create an encrypted JSON file with all the pr_w2_print records for the batch and drop it in the archive for the associated Parent database. After the encrypted file is imported into the Parent database, it will be deleted from the archive.

 

Affordable Care Act

• The Affordable Care Act process offers a number of enhancements in Cirrus:

  • The Generate step has been enhanced to automatically create a dependent record for any self-insured employee, eliminating the need to enter the dependent records manually.

  • The Edit Employees step has been enhanced to automatically remove all the listed dependents associated with an employee when that employee is removed.

  • The Edit Employer step has been enhanced to automatically check or un-check all the Aggregated group toggles in the data grid when the primary Aggregated group toggle is checked or un-checked.

  • A number of unnecessary fields and toggles were removed across the Affordable Care Act process.

 

State Specific Processes/Reports

• Updated the Settings step of the California Retirement v2 batch process to include the Batch Status drop-down menu. This drop-down allows users to select committed or uncommitted computer checks batches. Users will also be warned on the Export step if the batch includes uncommitted computer checks data.

• Updated the Minnesota Unemployment report to automatically populate the Employer Acct # field. The first time the report is opened, this will populate with the UI Account Number entered on the General tab of the PR Setup screen. If the populated Employer Acct # field is edited, that edited value will populate the field the next time the report is opened.

• Added the PR> South Carolina Retirement batch process and PR> State Reports> SC Deferred Compensation report to the Payroll module for South Carolina agencies.

• Added the PR> State Reports> SC Unemployment Export tool to the Payroll module for South Carolina agencies.

• Added the PR> State Reports> MoneyPlus Plan export tool to the Payroll module for South Carolina agencies.

• Added the PR> State Reports> NY Civil Service Payroll Certification report to the State Reports menu to allow NY agencies to provide the required employee wage data to county governments.

• Added the NY ICMA-RC Export tool to allow New York users to export ICMA contribution, loan, and plan data.

• Added the SOC Code field to the Washington Unemployment report to allow agencies to include Standard Occupational Classification codes or Character Misc field data associated with employee records on the generated report.

• Added the CalPERS Special Compensation to the PR> Utilities menu for California agencies.

Budget Adjustments

• Added the Import Adjustments step in order to allow users to import a standard adjustments file.

 

Task Maintenance

• Updated the Task Maintenance screen to display the Task and Task Description at the top of the maintenance screen on all tabs. The hover tooltip will include the Task, Task Description, Project, and GL Account.

• Added the Do not include in deduction and benefit distribution toggle in order to exclude a set of task accounts from distribution when the PR module is set up to for deductions and benefits to distribute to task accounts by default.

• Updated the Balance tab to display the Expense Total, Revenue Total, Expense Budget, and Revenue Budget values rather than a summed total line.

 

Expense vs Budget by Project Report

• Added the Expense vs Budget by Project report in order to allow users to report on expense vs budget amounts that can be filtered by project, task, period, fiscal year, and status.

 

Project Expenditures Report

• Updated the Project Expenditures report to include the From and To filter fields for Account, JE Date, Misc 1, Misc 2, and Misc 3.

Purchase Order Search

• The Purchase Order Search screen has been moved from the Display menu to the main PO menu in order to improve the user experience. Also added the new Contact Number field that allows users to filter purchase orders by associated contract numbers.

• Added the Display Remaining toggle to the Purchase Orders Search screen search filters. When checked, and when the new Remaining Balance and Remaining Quantity columns are selected to display in the data grid, the remaining balance and remaining quantity values on the purchase order will be displayed and will match the values displayed in the PO List Report.

 

Change Orders

• Added the Display Resolution Number and Display Contract Number toggles to the Statements screen to allow users to include additional information in the printed PO statements.

• Added the Create budget adjustment for closed PO’s lines rolled from prior year toggle to the Commit step to create an aggregated budget adjustment in the fiscal year set in the Settings step for any PO lines closed in the process with outstanding amounts if the PO lines were rolled over from the prior fiscal year. Also added the Do not aggregate budget adjustments toggle if the agency wants to create a separate adjustment for each PO line.

 

Purchase Orders

• Improved data entry experience utilizing the side-sheet form that displays to the right of the Purchase Orders data grid.

• Added validation to the Purchase Orders screen to require users specify a Home Department for the PO if the PO module has been set up to require Home Department selection on all purchase orders.

• Updated the Import approved requisitions process to allow users to import contract data from the imported requisitions.

• Added the Show Home Department toggle in order to allow users to include the Home Department column on the generated Proof List.

• Added the Display Resolution Number and Display Contract Number toggles to the Statements step to allow users to include additional information in the printed PO statements.

 

Purchase Order List Report

• Made a number of updates to improve Purchase Order List report filtering: Replaced GL Account field with GL Account Number From and GL Account Number To fields, and added the Author, Purchase Agent, and PO Commit State fields.

 

Purchase Order Statements Report

• Added the Display Resolution Number and Display Contract Number toggles to the Statements screen to allow users to include additional information in the printed PO statements.

 

Requisitions

• Improved data entry experience utilizing the side-sheet form that displays to the right of the Requisitions data grid.

• Added the optional Contract Number column to the Requisitions data grid and added the Contract tab to the Create/Edit Requisition screen to allow users to view/specify contract details on new and existing requisitions.

• Added the Vendor Name field to the Edit Requisition screen.

 

Requisitions Approval

• Added the ability to view contract details to the Requisitions Approval process by adding the optional Contract Number column to the Select Requisitions data grid, adding the Contract Number section to the requisitions displayed on the Requisitions step, and adding the Contract Number to the Proof List.

• Updated the Proof List to include Contract Number data.

 

Roll Over POs

• Added the Do not aggregate budget adjustments toggle to the Commit step of the Roll Over POs process in order to allow agencies to create a new budget adjustment for each PO line item in each purchase order being rolled over.

 

PO Setup

• Added the Use Department Location for Bill To address toggle to the Purchase Orders tab in order to use the Home Department location and address on the purchase order as the Bill To address.

• Added the Require Home Department on Purchase Orders toggle to allow agencies to require the Home Department field be populated when editing or creating invoices.

Dashboard

• The new Cirrus Dashboard allows users to access and interact with Springbrook Analytics reporting data without leaving the application. Users can customize the Dashboard and control which data views are displayed, how those views are organized, and how data is filtered. A standard set of data views is available and new views will be developed for future releases.

 

Form Maintenance

• Updated the System drop-down menu on the Form Maintenance screen to only display modules that are currently enabled for the agency.

 

Import Configuration

• Updated the Import Configuration Maintenance screen to in include the Vendor Last Name, Vendor DBA, and Vendor Phone Number properties to the AP > Invoices import configuration.

 

Lot Maintenance

• The Details section of the Lot Maintenance window has been enhanced to include the Landscape Size and Occupancy fields.

 

Tag Maintenance

• The Tag Maintenance window has been enhanced to include all tag configuration options on a single screen. This eliminates the need to open a new window for each configuration being set.

 

SS Setup

• Updated the SS Setup screen by changing the CIVICPAY PAD tab label to read TERMINAL, added the Enable XBP Interface toggle, and added the Application Key, Application ID, and XBP Dejavoo Credit Pay Method fields that are enabled when the Enable XBP Interface toggle is checked. Also implemented tab hotkeys and updated field locations to meet Cirrus visual design standards.

 

Assign Tab Settings

• The Assign Tab Settings tool has been added to SS Utilities in order to allow users to assign existing tab settings for one user to a group of other users.

 

Lot and Customer Import

• Added the Lot and Customer Import tool in order to allow agencies to import and/or create lot and customer data via standard or custom import configuration.

 

Update AP Search Index

• The Update AP Search Index tool has been added to SS Utilities in order to allow agencies to index the Description field on invoices that were created prior to the implementation of the Description search field on the AP Display Invoices screen. This tool will index the Description field on these invoices so they can be included when filtering by Description.

 

Re-export Related Data

• Updated the Re-Export Related Data tool to include validation that a selected batch has not already been exported to the target database in order to prevent duplicate transactions.

• Updated the Re-export Related Data tool to add the PR > W-2s and PR > W-2 Adjustments options to the Batch Type drop-down menu. These options will allow users to re-export W-2 and W-2 Adjustment data from the Child relational database to the Parent relational database. These options will not be displayed when using the Re-export Related Data tool in the Parent relational database.

 

Work Flows

• The Work Flows process in Cirrus has been redesigned to improve usability and efficiency. These enhancements include:

  • The Tasks and Approvals section makes work flow approvals easily accessible from the main Cirrus landing page.

  • A notification icon next to Home on the main Cirrus navigation menu will display the number of unread work flow and task notifications.

  • Individual work flows have been enhanced to provide a better visual representation of new, approved, and rejected work flow tasks.

  • Improved visual representation also improves the clarity and usability of mobile work flows.

Account Master Search

• A link to the Account Master Search window has been added to the main left navigation menu in order to improve efficiency.

• The Account Master Search window has been enhanced to include the optional character, date, logical, and decimal columns on the data grid. These user-configured columns and column titles are set up and edited in the UB Master section of the SS Misc Field Labels screen.

 

UB Batch Processes> Exceptions

• The Exceptions step in all UB batch processes has been enhanced to include the Account Number and Category search filters and to automatically display all exceptions on initial load.

 

Adjustments and Fees

• The Bill Service Requests screen has been enhanced to include Billing Cycle data. The search criteria section now includes the Billing Cycle search field and a related Billing Cycle column in the data grid.

• The Generate Daily Interest Charges step has been added to the Adjustments and Fees batch process. This step allows agencies to generate interest charges on delinquent accounts.

• The Proof List in the Adjustments and Fees process has been enhanced to include the Sort By field. This allows users to sort the report by Receipt Number (the default selection) or Account Number.

 

Final Billing

• Summary by Rate report step of the Final Billing process has been enhanced to include the Use tier level label when available toggle. This toggle allows users to include the tier level labels for each tier when generating the Detail version of the report.

• The Export step of the Final Billing process has been enhanced to include the ability to select a configurable export format for the generated export file.

 

Account Maintenance

• The Account Master Search screen has been updated to include the Status field in the search criteria on the Customer and Device tabs in order to allow users to filter the displayed accounts by account status.

• The Account Maintenance tabs have been reorganized with the most frequently used tabs arranged at the top of the tab menu.

• The Account holder's name, address, and account number are displayed in the browser tab allowing users to quickly navigate between accounts when multiple accounts are open on multiple browser tabs.

• The Account Maintenance title that appears at the top of the screen will now include the current tab. For example, if a user is working on the Lot tab, the screen title will read "UB Account Maintenance - Lot."

• Updated the way the Create Account Wizard handles new lot creation in order to improve efficiency on the Lot Selection step. The Lot Number search field will now automatically populate with the newly-created lot number and the search results data grid will now automatically sort by lot number.

• Major enhancements to the Account Maintenance Overview tab include:

  • Use of color to more clearly differentiate data and indicate areas or settings that may require user's attention.
  • Key Account, Activity, Billing Cycle, and Billing data displayed on the Overview tab with direct links to the Account Maintenance tabs that are the sources of the displayed data.
  • A configurable line graph that provides a quick snapshot of billed consumption for each service

• An expanded Account Maintenance History tab that provides a more detailed view into historical account transactions.

• The Account tab of the Account Maintenance window has been updated to include:

  • The Occupancy Override and Occupancy Override Expiration fields. These fields are used to set up an override with an optional expiration date of the Occupancy field associated with the lot tied to the account.

  • The Level Pay toggle and Level Pay Amount field. When checked, the Level Pay toggle enables the Level Pay Amount field and allows agencies to use level pay billing and set up level pay amounts on flagged accounts.

• The Service Rates tab of the Account Maintenance window has been updated to improve the process of adding tax codes to a service rate. This enhancement was made in order to allow users to select multiple tax codes at once from the Tax Code Selection window and to differentiate which tax codes are assigned to the service and which tax codes are assigned as overrides for the customer.

• The Lot tab of the Account Maintenance window has been updated to include:

  • Landscape Size and Occupancy fields that are used to display additional lot details for the lot tied to the account.

  • Water Allocation sub-tab for agencies using water allocation functionality. This sub-tab will display the Allocation Bank and allow users to update Water Allocation Period values.

  • The Combine Lot toggle and the Primary Account field. When checked, the Combine Lot toggle enables the Primary Account field and allows users to combine multiple lots for allocation billing calculations.

• The Account Balance Summary sub-tab of the History tab has been enhanced to include Service Group grouping functionality. Agencies that use Service Groups will see a single, collapsed row for each Service Group that displays the sum of all the included services for each column in the data grid.

• The UB Account Maintenance Audit Trail has been enhanced to include Water Allocation Import data.

• The Final Account Wizard has been enhanced to allow users to manually input the new Customer Number on the Replaced/Customer step.

 

Billing Calculations Maintenance

• Added the Billing Calculations Maintenance screen has been added to the UB module in order to allow agencies to create and maintain the allocation billing calculation formulas that will be used alongside consumption calculations to properly bill consumption when conservation measures are in place.

 

Conservation Data Maintenance

• The Conservation Data Maintenance screen has been added to UB module in order to allow users to easily update conservation data used in billing calculations.

 

Consumption Conversion Maintenance

• Updated the Conversion Value field to allow users to input up to 10 decimal places.

 

Cycle Code Maintenance

• The Cycle Code Maintenance window has been enhanced to display Service Group billing details. If any service groups have been billed for the selected Cycle Code, the Service Group Code, Service Group Description, and Period End Date will be displayed in a small data grid at the bottom of the Edit Cycle section.

• The Cycle Code Maintenance window has been enhanced to include the Combine consumption for service field. This field allows users select which service in this billing cycle will be used in combined consumption.

 

Device Maintenance

• Updated the MXU ID field to allow users to input 16 characters.

• Added the editable Connection Date column to the Attached Devices tab data grid. This field will default to the date the device was attached.

 

Device Type Maintenance

• Added the Mark Reads as Billed on Import toggle to the General tab of all Device Type Maintenance screens in order to mark imported reads for that device type as Billed rather than New.

 

Device Type - Electric Maintenance

• Added the Ratchet history calculation drop-down list to the Electric tab of the Device Type - Electric Maintenance screen. This field is used to change the ratchet history calculation to use the greater of consumption or power factor consumption. The new Cons Reduction Percent and Cons Reduction Max fields are used to set the amount of consumption reduction and to cap that reduction amount.

 

Fee Code Maintenance

• The Fee Code Maintenance window has been enhanced to include the Assistance Program toggle. This toggle allows users to flag the fee code as part of the Assistance Program. Assistance Program functionality will be released in an upcoming service pack.

 

Service Group Maintenance

• The Service Group Maintenance window has been updated to include a number of enhancements:

  • The No Consumption Billing toggle has been added. This toggle allows users to prevent accidental committing of unbilled consumption billing history records for the services in the selected service group.

  • The New Account Grace Period and 50% Threshold Days fields have been added. These fields are used to facilitate enhancements to UB proration calculations.

  • Additional delete validation has been added. User will not be able to delete a service group if that service group includes a service that has been billed in a prior billing cycle.

 

Service Rate Maintenance

• The Service Rate Maintenance window has been updated to include a number of enhancements:

  • The Bill all consumption at highest level tier toggle has been added to the General tab. This toggle allows agencies to bill consumption at the highest tier level the account qualifies for in that period.

  • The Multiply level by special multiplier toggle has been added to the General tab. This toggle allows users to multiply the service rate level by the multiplier set on the account.

 

Service Request Code Maintenance

• Added the Add Remove Service option to the Service Type field.

 

Statement Message Maintenance

• The Statement Message Maintenance screen has been enhanced to include the Usage Statement option in the Attach To drop-down menu. This option allows users to attach a custom message to the Allocation Billing Usage Statement.

 

Tax Code Maintenance

• Added the Conditional Calculation, Conditional Service Number, and Rate fields to the Tax Code Maintenance screen in order to provide additional methods for calculating utility taxes.

 

Meter Management

• The Readings Export step of the Meter Management process has been enhanced to include the Itron MDI and Zenner 1 options in the Layout drop-down field.

• The Meter Readings Proof List has been enhanced to include the Service Address and Customer Name show on one line toggle. This toggle is used to prevent long service addresses or customer names from creating a second line on the Proof List line item.

• The Backflow Test Import tool has been added to the Meter Management menu in order to allow users to import standard or user-configured files containing backflow test results.

 

New Billing

• The Generate step of the New Billing process has been enhanced to include the Service Group field. This field allows users to bill different services for a billing cycle that may have different Bill Dates.

• The Generate step of the New Billing process has been enhanced to include calculations for the current year’s previously billed consumption when the YTD Consumption Billing Calculation Rule is being used.

• The Preview step of the New Billing process has been enhanced to include a set of search filters, to set the data limit to 15,000 records, and to add the CSV Export All option in the Ellipsis menu.

• The Register step of the New Billing process has been enhanced to include the Display count of services by class toggle. This toggle is used to include the total number of services by class on the report.

• The First Level Minimum Cons Reported with Flat toggle has been added to the Statement Settings screen. When checked, the Flat and Consumption records for the detailed statement in the New Billing Export reflect the distribution of Minimum Consumption to the Flat and the reduction of the Consumption by the Minimum Consumption amount.

• The Statements step of the New Billing process has been enhanced to display additional Allocation Billing data if the statement being printed is set up to include that data.

• The Export step of the New Billing process has been enhanced to include the ability to select a configurable export format for the generated export file. The Export step has also been updated to include the Combined Statement option in the Layout field for agencies set up to use Allocation Billing.

• Summary by Rate report step of the New Billing process has been enhanced to include the Use tier level label when available toggle. This toggle allows users to include the tier level labels for each tier when generating the Detail version of the report.

 

Past Due

• The Generate step of the Past Due process has been enhanced to include:

  • The ability to process a Past Due batch for a split period. This includes the Split Period toggle, Interim Balance Date To, Interim Balance Date From, and Adjustment Type for Interim Charges fields.

  • The Account Category to Exclude field. This field allows users to exclude all the UB accounts associated with the selected category from the Past Due batch.

  • The Credit History Sum Min and Credit History Sum Max fields. These fields allow users to filter the accounts included in a Past Due batch by sum of the active account Credit History.

  • The Multiply Flat Rates By field. This field allows agencies that only charge flat rates to assess penalties by multiplying those flat rates by another field.

 

Consumption by Meter Size Report

• The Consumption by Meter Size Report has been enhanced to include the Meter Sizes and the Display tiers by services fields. These new fields allow users to filter the report by meter size and to display consumption data by tier for each meter included in the report.

 

Payment Plans Report

• The Payment Plans Report has been enhanced to include the Exclude failed plans with a zero balance toggle. This toggle allows users to print those accounts with both failed payment plans AND outstanding balances.

 

Target Allocation Statement Report

• Added the Target Allocation Statement Report to the Reports - Allocation Billing menu. This report calculates a specified usage reduction of prior usage totals to provide UB account holders with future allowed usage values.

 

Usage Statement Report

• Added the Usage Statement Report to the Reports - Allocation Billing menu. This report allows agencies that use Allocation Billing to report on usage data.

 

Service Requests

• The Service Request Wizard has been enhanced to:

  • Highlight key information on steps related to devices.

  • Allow drill-down functionality to the Service Request column in order to allow users to open and edit or cancel a service request in the Service Request Wizard before committing the batch.

  • Updated the way Service Requests are displayed in the Jobs Viewer. The Description column in the Jobs Viewer will now display “<Request Code> - <Request #>”, allowing users to see the service request details without opening the Jobs Viewer line item.

 

Transfers

• The Select/Update step of the Transfers process has been enhanced to include drill-down links in the Account column of the data grid. Users can now click an Account column link to open the relevant UB Account Maintenance screen.

 

Add/Remove Services

• The Add/Remove Services utility has been enhanced to include the Classes field in the Filters section. This allows users to filter the included accounts by class.

 

UB Setup

• Updated the General tab of the UB Setup screen to include the Copy Final to New Account section, allowing users to quickly select which data to transfer from a finaled to a new account.

 

Statement Setup

• The General tab of the Statement Setup window has been enhanced to include:

  • The Z Fold and Z Fold 2 billing statement options. When Z Fold 2 is selected, the new Z Fold Options and Aggregate Display tabs will also be displayed.

• The Billing Options tab of the Statement Setup window for full-page billing statements has been enhanced to include:

  • The Change the number of Plan Entries that display field. This field allows users to print from 1 to 12 payment plan entries on the statement rather than the default 4 plan entries.

  • The Billing Cycle toggle. This toggle allows agencies to display the billing cycle on the billing statement. When checked, Billing Cycle will take the place of Reference Number on the statement.

  • The Due By toggle. This toggle allows agencies to update the Amount Due section of the statement. When checked, the statement will read TOTAL AMOUNT DUE BY MM/DD/YYYY. When unchecked, the statement will read TOTAL AMOUNT DUE. The Due By toggle will be checked by default.

  • The Statement Label field. This fields allows users to specify an alternative name for the statement label on the full page billing statement.

  • The Cons Label field. This fields allows users to specify an alternative name for the consumptions label on the full page billing statement.

• The Billing Options tab of the Statement Setup window for 4-to-a-page billing statements has been enhanced to include:

  • The Service Address Alignment field. This field allows users to align the service address to the Left, Right, or Center. Left will be selected by default.

  • The Stub Name and Address Alignment field. This field allows users to align the stub name and address to the Left, Right, or Center. Left will be selected by default.

  • The Reference Number as Account Number toggle. When checked, both the Stub and the main body of the Statement Account Number sections will display the Reference Number rather than the Account Number.

  • The Account Number uses OCR Font toggle. When checked, the Account Number will be displayed in an OCR font.

  • The Total Amount Due uses OCR Font toggle. When checked, the Total Amount Due will be displayed in an OCR font.

  • The Statement Label field. This fields allows users to specify an alternative name for the statement label on the 4-to-a-page billing statement.

  • The Cons Label field. This fields allows users to specify an alternative name for the consumptions label on the 4-to-a-page billing statement.

  • The Flat Rates for Attached Meters store Meter Information toggle. This toggle ensures the Route/Sequence/Serial meter information is stored in the account history when the flat rate billing records are generated.

  • The Auto Pay On Text and Auto Pay Off Text fields. These fields are only enabled when the Auto Pay Message toggle is checked.

• The Meter Display tab of the Statement Setup window has been enhanced to include:

  • The Meter Info toggle for 4-to-a-page billing statements. This toggle allows users to include or exclude meter info from the statement.

  • The Hide tier unit toggle. This toggle allows users to hide the tier unit abbreviation in the Tier Display section of the billing statement.

• The Past Due Options tab of the Statement Setup window has been enhanced to include:

  • The Print customer name above service address toggle. This toggle allows agencies to include the customer name above the service address when printing the Past Due Statement 3 or Past Due Statement 4 door-hanger statements.

  • The Display Owner Copy toggle. This toggle allows agencies to display OWNER COPY in red on the past due statement generated for the owner associated with the account.

  • The Include Lot Address with Service Address toggle. This toggle allows agencies to display the address on the lot associated with the account on the statement next to the service address.

  • The Meter Info toggle. This toggle allows agencies to include the route number and sequence number on door hanger past due statements.

  • The Total Due Text field. This field allows users to display a custom total due message on the UB-Past Due Statement--2 statement stub.

  • Updated the Full Page billing statement to include the Display Past Due Charges as Current Charges and Past Due Service Number fields in order to pull the value of the past due charges out of the Adjustments This Period amount and display as a Current Charges amount associated with the specified Service Number.

• The OCR Scanline tab of the Statement Setup window has been enhanced to include:

  • The Check Digit Calculation Method drop-down menu. This allows users to specify Luhn algorithm or Checksum algorithm when calculating check digits.

• The Allocation Display tab has been added to the Statement Setup window in order to allow agencies to configure how allocation billing data will display on Billing Statement Allocation statement.

 

Water Allocation Import

• Added the Water Allocation Import tool to the UB> Utilities menu. This tool allows agencies to import allocation billing data that will populate the Water Allocation sub-tab of the Lot tab on UB accounts.

 

Winter Averaging

• The Generate step of the Winter Averaging process has been enhanced to include the Use Consumption Range average if threshold amount is exceeded toggle and the Threshold Amount field. These are used to expand the range used to calculate the winter average if a specified value is exceeded.

• The Winter Averaging process has been enhanced to include the Import step. This allows users to import winter averaging data rather than generating that data in the batch process. This enhancement will also affect the Proof List report as imported data can not be reported on with the same detail as generated data.