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March 2024 Release - 20.11.68, 22.4.30, 23.10.5

Resolved Issues

These changes have been released in the following software versions unless otherwise noted in the release note:




The following issues have been resolved:



Release Note


W2 Electronic File Corrections for IN

Corrected the edit on the electronic file for the State ID Number to strip any hyphens. Another correction was to include the Personal ID Number value on the RA record when generating the electronic file that includes the RS records.

This is for Version


Indiana Form-9 doubling of ending balances

A Portage-specific issue related to the doubling of ending balances in Indiana Form 9 has been fixed.
Note: This fix is applicable only for Portage.


Indiana Funds Ledger Report Modified to Correctly Handle Multiple Transfer Definitions

Changed option and page label for the Funds Ledger ‘Setup’ option to ‘Transfer Setup’.
When using multiple records for the same level in defining a transfer in or transfer out in the ‘Transfer Setup’ menu, the report will now correctly account for records with any of those values when totaling transfer amounts for funds.

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