Springbrook Cirrus

Release Notes

 

Release notes for the Springbrook Cirrus application. This list will be updated as enhancements and corrections are released.

 

01/30/2025

  • Enhancement: AP> Invoices Search: Updated the Vendor Number drill-down links to allow users to right-click on the vendor and open the relevant Vendor Maintenance screen in another browser tab or browser window.

  • Enhancement: AP> Invoices Search: Updated the Invoice Number drill-down links to allow users to right-click on the invoice and open the relevant View Invoice screen in another browser tab or browser window.

  • Enhancement: AP> Invoices Search: Updated the PO Number drill-down links to allow users to right-click on the purchase order and open the relevant View Purchase Order screen in another browser tab or browser window.

  • Enhancement: AP> 1099s> Settings: Updated button locations, available shortcut keys, fields labels, and formatting on the Settings step to meet Cirrus visual design standards.

  • Enhancement: AP> 1099s> Proof List: Reduced field widths to meet Cirrus visual design standards.

  • Enhancement: AP> Invoices> Document Reader: Updated the Document Reader to prevent the system from automatically populating the GL Account field if the user has already entered a valid GL account number.

  • Enhancement: AP> Invoices> Document Reader: Updated the Document Reader to improve the ability to recognize and populate vendor names from imported invoices by automatically stripping away special characters, such as trademark symbols, from vendor logos on those invoices.

  • Enhancement: Fixed Assets: Added the Fixed Assets module to Cirrus, including new Asset Search, Physical Inventory, and Fund Source Maintenance features. Also included are enhancements to Asset Maintenance, Query Manager reporting, and the Transfers process.

  • Enhancement: GL> Account Search: Added the optional Section 4 Description, Section 5 Description, Section 6 Description, and Section 7 Description columns to the GL Account Search screen.

  • Enhancement: GL> Journal Entries> Import: Updated the Import step to allow users to import Reference fields 1-9 individually or use the All References property to map that data to the GL account for use on the journal entry created by the import.

  • Enhancement: TC> Return of Unpaids> Export: Updated the Purpose Column fields on the Export step to prevent purpose codes that are defined on multiple districts from displaying multiple times in the drop-down menus.

  • Enhancement: UB> Account Search: Updated the UB Account drill-down links to allow users to right-click on the account and open the relevant Account Maintenance screen in another browser tab or browser window.

  • Enhancement: UB> Account Search: Updated the Lot Number drill-down links to allow users to right-click on the lot and open the relevant Lot Maintenance screen in another browser tab or browser window.

  • Enhancement: UB> Reports> Summary GL Comparison: Reduced field widths to meet Cirrus visual design standards.

  • Enhancement: UB> Service Requests> Door Hangers: Reduced field widths to meet Cirrus visual design standards.

  • Enhancement: UB> Utilities> Setup: Added the YTD Period Start drop-down menu to the Billing tab to allow users to specify the period start month for year-to-date consumption tracking.

  • Correction: AP> Invoices> Document Reader: Corrected an issue that could cause an error when quickly navigating through multiple invoice lines. Also corrected an issue that could improperly update the GL Account Number attached to all invoice lines when the GL Account Number on the first invoice line is edited.

  • Correction: AR> Adjustments> Adjustments: Corrected an issue that could prevent all the expected accounts from displaying on the Account Selection screen when creating a new credit cash adjustment.

  • Correction: AR> Maintenance> Account: Corrected an issue that could improperly display the unsaved changes warning message when a user navigates away from the Miscellaneous tab without making any edits.

  • Correction: BR> BR Search: Corrected an issue that could prevent the Check Number From and Check Number To fields from filtering the search results as expected. Also corrected an issue that could cause the user-specified value in these fields to change when using the TAB key to navigate away from the field.

  • Correction: CR> Cash Receipts> Receipts: Corrected an issue that could improperly flip the debit and credit GL accounts on a credit cash transaction entered for an AR account.

  • Correction: CR> Cash Receipts> Import Tax Payments: Corrected an issue that could prevent the Apply Unapplied Amount is required validation message from displaying when the relevant Collection Profile is set up to apply partial payments and overpayments to the over/under bill.

  • Correction: CR> Cash Receipts> Import Tax Payments: Corrected an issue that could improperly use the Overpayment Bill Type in situations that do not call for it.

  • Correction: GL> Maintenance> Chart of Accounts: Corrected an issue that could improperly display an unauthorized access error message when an authorized user clicks a link in the Account column on the Chart of Accounts search screen.

  • Correction: GL> Reports> Trial Balance: Corrected an issue that could prevent a report launched from the Report History section from retaining all the field values and toggle selections made when the report was initially generated.

  • Correction: PR> Accrual Adjustments> Adjustments: Corrected an issue that could prevent the New Balance value from updating when the Adjustment Amount is edited.

  • Correction: PR> Maintenance> Deduction/Benefit: Corrected an issue that could prevent the system from retaining focus on a data grid row after it is edited and saved.

  • Correction: PR> Maintenance> Employee: Corrected an issue that could prevent the Accruals section on the Overview tab from displaying an updated accrual balance after a committed Accrual Adjustment.

  • Correction: PR> New York Retirement> Export: Corrected an issue that could cause the New York Retirement process to export one file rather than two files as expected.

  • Correction: UB> New Billing> Export: Corrected an issue that could prevent the export from including the correct allocation billing consumption amounts.

  • Correction: UB> Utilities> Statement Setup: Corrected an issue that could prevent the Display Deferred Amounts toggle on the Billing Options tab from retaining selection after the toggle is checked, the statement is saved, and the user navigates away and returns to the statement.

 

01/28/2025 HOTFIX

  • Enhancement: PR> 1099Rs> Export: Added the Export Type drop-down menu to the Export step to allow users to export in the FIRE or IRIS export format.

 

01/23/2025

  • Enhancement: AP> Invoices> Document Reader: Updated the AI Document Reader to automatically populate the GL Account field if the Vendor field is automatically populated or manually entered and the vendor record includes a default GL account.

  • Enhancement: AP> Invoices> Document Reader: Updated the AI Document Reader to prevent the system from populating the Vendor field with an inactive vendor number.

  • Enhancement: AP> Invoices> Document Reader: Updated the AI Document Reader screen to automatically disable the Consolidate Lines button if all but one invoice lines are deleted.

  • Enhancement: CR> Maintenance> Type Code: Updated the Type Code Maintenance screen to ensure the Type Code column is always displayed in the data grid.

  • Enhancement: GL> GL Account: Updated GL account number drill-down links to allow users to right-click on the GL account number and open the relevant Chart of Accounts Maintenance screen in another browser tab or browser window.

  • Enhancement: GL> Account Search: Added the optional Account Type Description, Sub Ledger, Sub Ledger Description, Sub Ledger 2, and Sub Ledger 2 Description columns to the Account Search screen data grid.

  • Enhancement: GL> Journal Entries> Journal Entries: Updated the Reference field label on the New/Edit Journal Entry Line Details screen to read System Reference in order to improve clarity.

  • Enhancement: GL> Maintenance> Chart of Accounts: Updated the Budget tab of the Chart of Accounts Maintenance screen to ensure the Amount column on the first line entered in the Budget Adjustments data grid displays the difference between the Original Budget and the Budget Amount for the line.

  • Enhancement: GL> Reports> Budget Status: Added the Suppress Accounts Without Balance, Budget, or Activity toggle to the Budget Status report to allow users to remove accounts with no beginning balance, a zero budget, or no activity from the report.

  • Enhancement: GL> Reports> Budget Status: Added the Include drop-down menu to the Budget Status report to allow users to generate the report with only Revenue accounts, only Expense accounts, or both Revenue and Expense accounts.

  • Enhancement: PO> Requisition Numbers: Updated requisition number drill-down links to allow users to right-click on the requisition number and open the relevant Requisition Maintenance screen in another browser tab or browser window.

  • Enhancement: TC> Maintenance> Interest/Penalty: Updated the Interest/Penalty Maintenance screen to remove deprecated fields, update field names, update data grid buttons, and to meet Cirrus visual design standards.

  • Enhancement: TC> Return of Unpaids> Export: Updated the Return of Unpaids Export step to display a multi-select purpose code drop-down menu for each purpose column configured on the selected template to allow users to map purpose codes to purpose columns.

  • Enhancement: UB> Account Master Search: Updated the Customer tab of the Account Master Search screen to include the CSV Export All option under the ellipsis menu and ensure that the export reflects search criteria filters.

  • Enhancement: UB> Adjustments and Fees> Input: Updated field labels on the Create Adjustments step of the Adjustments and Fees Wizard in order to meet Cirrus visual design standards.

  • Enhancement: UB> Maintenance> Account: Updated the Water Allocation sub-tab of the Lot tab to allow users to specify up to five decimal places on the consumption amounts.

  • Enhancement: UB> Maintenance> Cycle Code: Added the Plant Number drop-down menu to the Cycle Maintenance screen to allow agencies using Xpress Bill Pay to specify the plant number on the billing cycle. Also updated the data grid to include the Plant Number column for those users.

  • Enhancement: UB> Maintenance> Cycle Code: Updated the Cycle Maintenance screen to ensure the Cycle and Description columns are always displayed in the data grid.

  • Enhancement: UB> New Billing> Preview: Updated the data grid on the Preview screen to ensure the CSV Export All option respects all specified search criteria filters.

  • Correction: Application Wide> Attachments: Corrected an issue that could prevent users from downloading attachments that were uploaded prior to October of 2024.

  • Correction: AP> Invoices> Document Reader: Corrected an issue that could prevent the system from validating against duplicate invoices on the Document Reader step.

  • Correction: AP> Invoices> Document Reader: Corrected an issue that could prevent the ALT+L keyboard shortcut from deleting an invoice line as expected.

  • Correction: CR> Cash Receipts> Proof List: Corrected an issue that could cause an error when attempting to generate the Proof List.

  • Correction: PO> Change Orders> Settings: Corrected an issue that could cause an error when a user clicks through the fiscal year change warning message after changing the fiscal year on the Settings step.

  • Correction: UB> Maintenance> Billing Calculations: Corrected an issue that could prevent the expected unsaved changes warning message from displaying when the user clicks the Create Calculation button before saving any edits.

 

01/16/2025

  • Enhancement: Application Wide> Batch Overview: Updated the Batch Overview screen across the application to ensure alignment and font consistency.

  • Enhancement: AP> Invoices> Invoices: Updated the Edit Invoice screen to display the Remaining Budget value in the Line Details section to help users confirm the remaining budget amount can cover the invoice amount.

  • Enhancement: AP> Maintenance> Vendor: Updated the Commodity Code tab to include the upgraded data grid, updated button labels, improved formatting, and to meet Cirrus visual design standards.

  • Enhancement: AP> Maintenance> Vendor: Updated the Status filter field on the AP History tab to include the Void option so users can report on voided invoices associated with the selected vendor.

  • Enhancement: GL> Reports> Audit Data Report: Updated the Audit Data Report to include the Vendor Name, Vendor Number, and Invoice Number columns. The report will also display the values for journal entry line items associated with AP Invoices and AP Void Invoices batches.

  • Enhancement: PO> Purchase Orders Search: Added the Home Department field to allow users to filter the displayed purchase orders by the assigned home department.

  • Enhancement: SS> Utilities> Audit Trail: Added the SS Audit Trail screen to Cirrus to allow users to track changes made to audit trail-enabled screens across the application.

  • Enhancement: TC> Bill Search: Updated the data grid columns on the History tab to meet Cirrus visual design standards.

  • Enhancement: TC> RPS Import> Review: Updated the warning messages displayed on the Warning tab of the Review screen to improve clarity when the import needs corrections.

  • Enhancement: TC> RPS Import> Rate Proof List: Added the Is New column to the Exemptions section of the generated report to indicate if the exemption in the rate file is new or already exists.

  • Enhancement: UB> Account Master Search: Updated the Lot tab of the Account Master Search screen to impose a 10,000 record display limit on the data grid, to include an indicator when that limit is reached, and include the CSV Export All option under the ellipsis menu.

  • Enhancement: UB> Adjustments and Fees> Remove Budget Accounts: Updated the Remove Budget Accounts screen to relocate and update buttons, to use the modern data grid, to update field and column titles, and to meet Cirrus visual design standards.

  • Enhancement: UB> Adjustments and Fees> Miscellaneous Charges: Updated the Miscellaneous Charges screen to relocate the Submit button, to use the modern data grid, to update field and column titles, and to meet Cirrus visual design standards.

  • Enhancement: UB> Final Billing> Final Accounts: Updated formatting and spacing on the Review Bills step of the Final Account Wizard to meet Cirrus visual design standards.

  • Correction: AP> 1099s> Generate: Corrected a bank code-related issue that could remove the data specified in the Settings step after the Generate step is completed.

  • Correction: AP> 1099s> Export: Corrected an issue that could prevent the IRIS export file from including the required headers.

  • Correction: AP> Computer Checks> Select Invoices: Corrected an issue that could cause performance problems when selecting all invoices if more than 25 invoices are displayed on each page.

  • Correction: AR> Utilities> Query by Example: Corrected an issue that could prevent the Save button from disabling after an edited report is saved, resulting in an unsaved changes error when the user navigates away from the screen.

  • Correction: GL> Journal Entry Search: Corrected an issue that could prevent the Journal Entry Search screen from returning the expected results when filtering by specific Journal Entry.

  • Correction: PR> Utilities> Query by Example: Corrected an issue that could cause an error when attempting to save a QBE report with an Address Contains filter argument.

  • Correction: TC> Bills Search: Corrected an issue that could prevent the system from applying minimum penalty amounts when calculated penalties fall below that specified minimum amount.

  • Correction: TC> Maintenance> Receipt Types: Corrected a validation issue that could improperly require users to specify an Adjustment account when saving a Receipt Type with a non-asset Revenue/Receivable account.

  • Correction: TC> Return of Unpaids> Generate: Corrected an issue that could improperly shift the Year/Sequences data grid buttons from the left side of the data grid to the right side when the Process for Multiple Years toggle is checked.

  • Enhancement: TC> Return of Unpaids> Export: Updated the Export step to prevent users from selecting export templates that contain customizable purpose columns if the Generate for Multiple Years toggle was checked on the Generate step.

  • Correction: TC> RPS Import> Commit: Corrected an issue that could prevent the last bill number database value from being populated for the year and sequence as expected.

  • Correction: TC> RPS Import> Commit: Corrected an issue that could prevent the last date, last function, last time, and last user database values from being updated as expected.

  • Correction: TC> Utilities> Remove Year/Sequence: Corrected an issue that could prevent the expected error details from displaying when a user double-clicks an error in the Jobs Viewer to investigate why the Remove Year/Sequence job failed to complete.

  • Correction: TC> Utilities> Remove Year/Sequence: Corrected a grammatical error on the Jobs Viewer tool tip associated with the Remove Year/Sequence error.

  • Correction: UB> Account Search: Corrected an issue that could cause a timeout error if a user conducts an unfiltered search on a large database.

  • Correction: UB> New Billing> Preview: Corrected an issue that could prevent all the relevant services from exporting as expected when using the CSV Export All option on the data grid.

  • Correction: UB> New Billing> Statement Settings: Corrected an issue that could cause a time-out error when attempting to save the Statement Settings step while using the Allocation Statement.

  • Correction: UB> Utilities> Query by Example: Corrected an issue that could prevent some QBE reports from generating successfully.

  • Correction: UB> XBP Statement API: Corrected an issue that could cause the statement API to error when an account had more than one bill to specified.

 

01/09/2025

  • Enhancement: Application Wide: Updated various field and column labels and validation messages in the AP, AR, CR, and UB modules in order to meet Cirrus visual design standards.

  • Enhancement: AP> Computer Checks> Voucher Approval: Added the Show Electronic Approver toggle to the Approval List version of the report to allow users to include the electronic approver on the generated report.

  • Enhancement: AP and PO> Budget Validations: Updated the budget validations on invoices, purchase orders, and requisitions to ensure validation messages are not displayed when a relevant GL account is used on a line item that is not budgetable and has no budget.

  • Enhancement: CR> Cash Receipts: Updated the Cash Receipts Create Batch screen to prevent users from specifying a batch name in the "XBP TC YYYY-MM-DD" format as this format is reserved for processing Xpress Bill Pay payments.

  • Enhancement: CR> Receipt Search: Updated the Receipt Search data grid to include an indicator to alert users when the search criteria are too broad and the full number of search results cannot be displayed in the data grid.

  • Enhancement: PR> NY Retirement> Generate: Added the Default Number of Pay Cycles tab to the Generate step to display pay cycles and allow users to edit the number of pay cycles per period. This tab will only be displayed when the Enhanced Reporting toggle is checked.

  • Enhancement: PR> Timesheets: Updated the Timesheet Line Item screen to include the CREATE TEMPLATE and CREATE NEW LINE buttons. The CREATE TEMPLATE button is used to save a timesheet line item as a template. The CREATE NEW LINE button is used to open a new line in the Timesheet Line Item screen.

  • Enhancement: PR> Utilities> Setup: Added the Create timesheet template enabled toggle to enable the CREATE TEMPLATE button on the PR> Timesheets> Timesheet Line Item screen. When checked, users will be able to save a timesheet line item as a template. When not checked, the CREATE TEMPLATE button will not be displayed on the Timesheet Line Item screen.

  • Enhancement: UB> Adjustments and Fees> Input: Updated the Input step to include the upgraded data grid, updated column titles, improved formatting, and to meet Cirrus visual design standards.

  • Correction: CR> Cash Receipts> Cash Entry: Corrected an issue on the Receipt Details screen that could improperly display overpayment warning message twice when attempting to make an overpayment on a tax bill not set up to allow overpayments.

  • Correction: CR> Maintenance> Station: Corrected an issue that could prevent the ADD OPERATOR and REMOVE buttons on the Station Maintenance screen from behaving as expected. Also updated the unsaved changes message to meet Cirrus visual design standards.

  • Correction: GL> Maintenance> Chart of Accounts: Corrected an issue on the Tags tab that could improperly prevent users from deleting individual tags and could cause problems when adding tags to an account.

  • Correction: PR> Computer Checks> Timecards: Corrected an issue that could improperly prevent the data grid on the Timecards step from displaying more than seven timecards.

  • Correction: PR> Utilities> Federal Tax Table Update: Corrected an issue that could prevent the update tool from displaying 2025 as the tax table to be updated.

  • Correction: UB> Meter Management> Readings Import: Corrected an issue that could prevent the Neptune 360 file layout in Cirrus from matching the file layout in Enterprise V7.

 

01/06/2025 HOTFIX

  • Correction: AP> Invoices> Proof List: Corrected an issue that could prevent the Proof List from including taxes in displayed values.

 

01/02/2025

  • Enhancement: AP> Invoices> AI Document Reader and Invoices: Updated the GL Account search screen launched from the AI Document Reader or Invoices steps. The Status field will be automatically set to Active to prevent users from selecting inactive GL accounts and the ALFRE field will be set to Expense.

  • Enhancement: AP> Invoices> AI Document Reader: Updated the AI Document Reader to remove the leading “1” on eleven-digit phone numbers to more accurately return standard ten-digit phone numbers.

  • Enhancement: AP> Invoices> AI Document Reader: Added the Delete Line button to the Line section of the AI Document Reader to allow users to delete individual invoice lines after invoice upload.

  • Enhancement: AP> Invoices> AI Document Reader: Updated the AI Document Reader to follow the Duplicate Invoice Validation settings specified on the AP Setup screen.

  • Enhancement: AP> Utilities> Setup: Updated the Duplicate Invoice Validation section on the Invoices tab to automatically and permanently select the Invoice Number and Vendor Number toggles in the Current Batch and Other Batch fields, and the Fiscal Year and Vendor toggles in the Match Criteria field.

  • Enhancement: AP> Utilities> Setup: Added the Automatically Flag Invoice Line Item As Is Fixed Asset If Over field to the Invoices tab to allow users to specify a dollar amount threshold that, when exceeded, will automatically check the Is Fixed Asset toggle on an imported invoice line. The GL Account associated with the imported invoice line must also have the Create Fixed Asset in Accounts Payable toggle checked for the fixed asset to be successfully created.

  • Enhancement: CR> Utilities> Setup: Updated the Terminal tab to display a warning message when a user disables a terminal that has been associated with a CR Station. Also updated validation on the Application Key and Application ID field to set them as required when the Enable XBP Interface toggle is checked.

  • Enhancement: GL> Budget Adjustments> Edit Adjustments: Updated the Edit Adjustments screen to replace the ADD button with the CREATE ADJUSTMENT button to meet Cirrus visual design standards.

  • Enhancement: GL> Maintenance> Chart of Account: Added the Create Fixed Asset in Accounts Payable toggle to the General tab to automatically create fixed assets from imported invoice lines if the invoice lines include this checked toggle and if the related requirements set up on the AP Setup screen are met.

  • Enhancement: GL> Maintenance> Section Type: Updated the Selected Sections field to reduce confusion by increasing the width and displaying the section type descriptions.

  • Enhancement: PO> Purchase Orders> Purchase Orders: Updated the Import Approved Requisitions process to automatically copy any attachments from an imported requisition to the purchase order and to warn the user if the requisition line that included the attachment is later deleted.

  • Enhancement: PO> Purchase Orders> Proof List: Updated the Proof List to include the Show Requisition Number toggle to allow users to include the Requisition Number column on the Standard version of the Proof List.

  • Enhancement: PO> Requisitions: Updated the read-only requisitions screen to allow users to view, but not edit, attachments associated with the selected requisition. The read-only requisitions screen is accessed when importing requisitions to purchase orders, when approving requisitions, or when clicking the requisition number drill-down link in a PO line item.

  • Enhancement: PO> Requisitions Approval> Select Requisitions and PO> Purchase Orders> Purchase Orders> Import Approved Requisitions: Added the optional Requisition Date, Home Department, Ship To, Creator, Vendor Name, Comments, Contract Number, and Contract Date columns to the Select Requisitions screens. The Vendor Name column will be displayed by default.

  • Enhancement: PR> Utilities> Combined W-2 Export: Added the Combined W-2 Export tool to the Utilities menu to allow Multi-Muni agencies to create a single W-2 export file from the parent database that includes W-2 data from both the parent and child databases.

  • Enhancement: PR> NY Retirement> Edit: Updated the Edit step to display the NYSLRS ID column.

  • Enhancement: SS> Security> Print User Permissions: Added the Print User Permissions report to the SS> Security menu to allow users to generate a filtered list of users with their Springbrook security settings.

  • Enhancement: SS> Utilities> Re-export Related Data: Added the PR > W-2s and PR > W-2 Adjustments options to the Batch Type drop-down to allow users to re-export that 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.

  • Correction: Application Wide> Menu Security: Corrected an issue that could prevent menu security settings from properly limiting access to application areas opened via drill-down or lookup links.

  • Correction: AP> Computer Checks> Checks: Corrected an issue that could cause inconsistencies between line values on the check and line values on the check stub.

  • Correction: AP> Invoices> Invoices: Corrected an issue that could prevent the first invoice line item from automatically being selected when the invoice is opened. Also corrected an issue that could prevent the Attachments icon from being enabled until a line item is created.

  • Correction: CR> Cash Receipts> Cash Entry: Corrected an issue that could incorrectly calculate the Total Tax Due value when multiple partial payments are made on a penalty amount.

  • Correction: GL> Budget Adjustments> Proof List: Corrected an issue that could improperly display the Import Adjustments step as running when the Proof List step is running.

  • Correction: PO> Receiving> Receipts: Corrected an issue that could cause an error when updating the quantity received for an inventory item on the receipt.

  • Correction: PO> Requisitions: Corrected an issue that could improperly allow users to add or edit comments on a read-only requisition.

  • Correction: PR> Computer Checks> Timecards: Corrected an issue that could cause problems in how the unsaved changes warning messages are displayed.

  • Correction: UB> Maintenance> Account: Corrected an issue that could cause an unnecessary validation error when attempting to edit a device sequence or an unbilled read.

 

Previous Releases