August 27, 2021 Release

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.

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.

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.

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.

The approvers for an employee termination workflow will receive e-mail notifications for a pending employee termination request.

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.

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.

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.

The following Budget Preparation processes and reports are updated to support the full account format:

• Apply Budget (Expenditure) - Recommended, Requested and Future
  
• Move Budget (Revenue) - Requested to Recommended and Recommended to Approved
  
• Expenditure Budget Entry Print
• Revenue Budget Entry Print

• Edit Revenue Iterations

• Save Revenue Iterations

• Load Revenue Iterations

• Edit Expenditure Iterations
• Save Expenditure Iterations

The following Fund Accounting reports are updated to support full account number format:

• Detail Revenue Status Report
• Revenue Comparison Report
• Detail Revenue Comparison Report
• Prior and Current Yr Cash Report

Following flags are introduced to the Fund Accounting profile:

• Create Clearing Interfund Entries for AP - When checked, it will create clearing entries for interfund entries created during payables Check printing.
• Create Clearing Interfund Entries for Payroll - When checked, it will create clearing entries for interfund entries created during payroll Check printing.
• Print AP Checks by Bank Account - When checked, enables check printing based on Bank Account .
• Display Cash Account Numbers for Payables - Determines whether the Cash Account Number(s) section must be displayed in the payables screens when Print AP Checks by Bank Account is enabled for a district.

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.

Icons were disappearing from the page header. This is fixed now.

Added additional validation to the contract setup to prevent a mismatch between the table and column selected in the setup.

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.

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.

The following updates are made to the new Open Payable Aging Report:

• Display the vendor name and invoice number.
• Remove entries with zero amount.
• Remove payable entries that were immediately reversed.
• Corrected tab order in selection criteria.

Changes made to:

• The way interfund accounts are added to prevent duplicates.
• The way payroll checks are loaded to prevent duplicates.

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.