August 27, 2021 Release
These changes have been released in Version 21.4.4:
New Features
Reference | Area | Release Note |
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EFIN-10037 | File Management | Users can navigate to view their files from e-Forms and Tools section where a new link called File Management has been added. Currently, this feature is not available for On-premise customers. |
EFIN-12406 | Password Policy | Site admin can update settings of the password policy for the school district by using Modify Password Policy link in the System Administration module. Currently, this feature is not available for On-premise customers. |
EFIN-56504 | Application Links | PowerSchool ERP users can navigate to the edge applications by using the Links menu provided in the Mega Menu of the PowerSchool ERP dashboard. Currently, this feature is not available for On-premise customers. |
EFIN-27488 | Location Activity Accounts | Location activity details register displays the transactions for a select a date range of the Location Activity accounts for which the user has access. This report can be run from Activity Detail Register Page, Activity Summary Listing Page and Reports Menu option in Student Activities. |
EFIN-33203 | Location Activity Fiscal Summary Report | The Location Activity Fiscal Summary report displays an activity's balance at the beginning of a fiscal year (or period), the total of deposits, expenditures, transfers, and ending balance for a selected fiscal year (or period). The report also allows the ability to select records based upon the location and specific location activity records based upon the Location Activity accounts for which the users are granted access. |
EFIN-33728 | Location Activity by Accounts Fiscal Summary Report | The Location Activity by Accounts Fiscal Summary report displays an activity's balance at the beginning of a fiscal year, the accounts of the location activity, and the totals of their activity for a selected fiscal year up to the selected fiscal period. The report also allows the ability to select records based upon location and specific location activity records based upon the Location Activity accounts for which the users are granted access. |
EFIN-34868 | Student Activity Transaction Analysis Report | The Student Activity Transaction Analysis report displays transactions for the Location and Student Activity combination. This report is available under the Reports menu of Student Activity module. |
EFIN-56258 | Employee Termination Workflow | The approvers for an employee termination workflow will receive e-mail notifications for a pending employee termination request. |
EFIN-56711 | Employee Termination Workflow | Employee Terminations workflow has non-approver tasks associated with each termination request, which can be marked as completed by the users who are assigned to these tasks in the task mapping screens of the employee terminations workflow in the workflow setup section of PowerSchool ERP. |
EFIN-58941 | Employee Termination Workflow | The status of the non-approver tasks for an employee termination request can be viewed in the detail screen of an employee termination request by the requesters. |
EFIN-60222 | Employee Termination Workflow | The employee terminations non-approver tasks can be set up from the Defined Windows module of the Human Resource Profile of PowerSchool ERP. Page number 30311 allows users to set up the non-approver tasks based on the non-verified and tale-verified fields. |
EFIN-63516 | Budget Preparation | The following Budget Preparation processes and reports are updated to support the full account format:
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EFIN-47347 | Fund Accounting Reports | The following Fund Accounting reports are updated to support full account number format:
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EFIN-64683 | Fund Accounting Profile | Following flags are introduced to the Fund Accounting profile:
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EFIN-64896 | Employee Expenses | The approvers and the requesters of an employee expense can view the approval status and the audit trail for the changes to the employee expenses from the employee expense detail screen. |
Resolved Issues
The following issues have been resolved:
Reference | Area | Release Note |
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EFIN-51798 | Icons disappear from header | Icons were disappearing from the page header. This is fixed now. |
EFIN-53081 | Validation check for dependent SSN | A validation check is added to ensure that the benefit record cannot be saved if dependent SSN is not in valid format. Alpha numeric is not valid format.. |
EFIN-53519 | Encumbrance Status Report | The Encumbrance Status report formatting is updated to include commas in the Original payments and Change Balance amount columns to make it more readable. |
EFIN-55961 | Tooltip Text Update | The tooltip for the Distribution Type field on the Human Resources > Reports > Payroll > Detail Distribution Detail report is updated. |
EFIN-56720 | Contract Setup | Added additional validation to the contract setup to prevent a mismatch between the table and column selected in the setup. |
EFIN-58346 | Budget vs Actual KPIs | On the Dashboard, the Budget vs Actual KPI and the Budget vs Actual by Building KPI, now use the user’s security views. |
EFIN-61929 | AL State Tax Calculation - include Additional Federal Withholding in Calculation | Corrected the Alabama State Withholding Calculation to include additional Federal Withholding for employees who have it. Note that there are warnings set up in Payroll Pre-calculations and at the end of Calculations if the entire amount of the additional Federal withholding cannot be taken due to insufficient gross for an employee. The following error messages in the calculation log files require action by the person processing the payroll for individuals who have insufficient gross. In Payroll pre=calculation: INSUFFICIENT GROSS FOR FEDERAL ADDITIONAL W/H - REQUIRES ADJUSTMENT When this message is encountered, before payroll calculations are completed, we recommend that the additional Federal withholding amount be reduced to the amount that could be taken or changed to zero. This will prevent the state gross salary and state withholding from being incorrect. In Payroll calculation: INSUFFICIENT GROSS FOR FEDERAL ADD’L W/H - PAYROLL RESTORE REQUIRED This message will appear in the payroll calculation error log. It indicates that the entire additional federal withholding could not be subtracted from the state gross salary, and therefore the state gross salary is incorrect for the indicated employee. To correctly calculate this employee, you must run the Payroll Automated Restore, adjust the employee record(s) for additional Federal Withholding, and rerun the payroll calculations. This calculates the correct state gross salary for the indicated employees. |
EFIN-62805 | Expenditure Transaction Analysis Report | The Expenditure Transaction Analysis report is modified to fix the requisition being attached to multiple card layouts error. The report now selects the highest highest card number layout to select the rest of the data required for the report. The same fixed is applied in the Revenue and Project Analysis report. |
EFIN-63158 | Open Payable Aging Report Updates | The following updates are made to the new Open Payable Aging Report:
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EFIN-63997 | Bank Reconciliation | Changes made to:
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EFIN-64434 | Bank Reconciliation | Correction made to the deposit logic to prevent doubling to ensure that disbursement fund can be set up without the problem of balancing journal entries pulled incorrectly. |
EFIN-65193 | Direct Deposit Load into Bank Reconciliation | The load of a direct deposit associated with an uncleared check from an earlier prior month is prevented. |