Atrieve Global

20.01.02

Last update: July 13, 2020


Technical Updates

Dynamsoft Scanning Software Update required with release 20.01.02 Summer Patch.


Enhancements

Product

Module/Program

Description

Reference

atrieveFinance

Batch Finalization

Batch Finalization screen usability improvement - add ‘First Page’ and ‘Last Page’ buttons to the grid.

ATR-5909

atrieveFinance

Invoice Interface

Summary of changes to the Invoice Interface

  • Detect whether the selected interface format is FIXED or DELIMITED

  • when a FIXED format is selected, the existing processing will not change

  • when a DELIMITED format is selected, the new single file interface processing will be performed.

ATR-5786

atrieveFinance

Journal Entry Web

Optimize performance optimization

ATR-5633

atrieveFinance

atrieve Web

Resolved issues with pull-out menus, program titles, field labels, visibility settings where GST or HST or GST/HST should get displayed based on whether HST is enabled in Finance Master Profile.

ATR-5493

atrieveGlobal

Report Viewer

Improve appearance of reports in Report Viewers - font type/size, etc.

ATR-5955

atrieveHR

Absences/Dispatches

Enhanced the web absence closing process of future dated interfaced absences and dispatches in view/change on the web portal to create amendment and audit records.

ATR-5428

atrievePayroll

atrieve Web

Employee Additions/Changes/Inquiry - Implement hot key functionality

The following button labels will be modified to include an underline for the alt key letter, with the exception of the Message button.  For the Message screen the letter is lower case g and it will not show the underline.

  • Pay - P

  • Function Line - F

  • Deduction - D

  • Banks - B

  • Benefits - S

  • Attendance - C

  • Memo - O

  • Main - M

ATR-5907

atrievePayroll

Employee Maintenance

The T4 Statement field has been enhanced to now allow changes independent of the earning statement field. In addition the Bank No, Transit No and Account No fields also allow for independent changes.

ATR-5691

atrievePayroll

AB Gov't Pension

Alberta Government Pension Required Change Fall 2020: Province of Employment and Member Affiliation

ATR-5958

atrievePayroll

Pay Estimate

Users can now click into the Employee field to be able to select a new employee number for Pay Estimate Inquiry.

ATR-5908

atrievePayroll

LAPP

Add .csv export to LAPP Pension Process

ATR-5631

Ontario

Cowan (One-T) Extract

One-Trust (an HRIS extract used for non-unionized employees with benefits) extraction is added to Ontario Benefits.

ATR-4983

Ontario

Cowan (One-T) Extract

HRIS Code Database Maintenance is revised to add the Class codes and Benefit type codes for One-Trust Ontario.

ATR-5641

Ontario

OTIP

Benefit Extract, Upload and Reconciliation

ATR-4987

Ontario

Invoice Entry

atrieve Web A/P Invoice Entry has been enhanced to collect Ontario Self-Assessed PST

ATR-5509

Ontario

Finance

GST Payment Recovery Report

  • Changes are visible when HST is enabled in the Finance Master Profile

  • A new prompt is displayed, disabled by default. It gets enabled when the user requests a 'Detail' report

    • Prompt: Show Tax Rebate Detail On Each Expense [Y/N], with default ‘Y’

    • Responding ‘Y’ will print additional details under each Batch line that breaks the total Rebate amount into the PST and GST components.

ATR-5489

Ontario

Finance

HST & Rebates - Tax Code Changes

ATR-5485

Resolved Issues

Product

Module/Program

Description

Reference

atrieveFinance

atrieve Web

Resolved an issue in Vendor Inquiry, where clicking on attachments icon for a particular record(apart from 1st record) - was always displaying attachments of 1st record. 

ATR-5450

atrieveFinance

atrieve Web

While converting a Requisition to PO in Buyer Processing, batch code can now be modified by selecting the required Batch code present on 'Select Batch Type' pop up window.

ATR-5460

atrieveFinance

atrieve Web

Resolved an issue in Invoice Interface, where "No records read from JE Interface file" error was getting displayed on running interface process. This issue is corrected now.

ATR-6066

atrieveFinance

Warehouse Information System/Purchasing

Process to run Stock Lookup Index Rebuild is resolved in both Warehouse Information System and Purchasing.

ATR-5541

atrieveFinance

Accounts Receivable

Resolved an issue with how GL distribution amounts larger than 999,999.99 display.

ATR-4246

atrieveGlobal

Security Management System

Resolved an issue in SMS Authorizer Security where toolbar button options were not available if there was no authorizer already in existence.

ATR-5081

atrieveHR

atrieve Web

Resolved an issue in the Employee Schedule Timesheet Interface Module to add the magnifying glass look up icon and to apply the html formatting to the lookup summary.

ATR-5563

atrieveHR

atrieve Web

The Absence ID field in both the Dispatch Log and Dispatch Search Log Reports have been modified to allow 10 characters in atrieve Web.

ATR-5452

atrieveHR

atrieve Web

Issue resolved when skipping of "Employee" prompt when Employee Selection is changed to 'Selective Employee' from 'All Employees' on Days Worked Summary Report.

ATR-5340

atrieveHR

atrieve Web

Resolved an issue whereby the entry of a new database code would allow more characters to be entered than the field allowed in the following databases:Termination Type, Bargaining Unit, Assignment Type, Employee Category.

ATR-5564

atrieveHR

atrieveWeb

Resolved an Issue related to skipping of "Employee" prompt when Employee Selection is changed to 'Selective Employee' from 'All Employees' on Tentative Dispatch Report and Dispatch Cost Centre Summary Report.

ATR-5339

atrieveHR

Replacement Costing

Issued resolved in replacement costing where the Cost Center is being correctly pulled from the leave record, rather then the position code when the profile is set to use the costing from the Leave.

ATR-5046





atrieveHR

Staffing Notification

Resolved an issue in Staffing Notification long comments where the formatting of text was out of alignment.

ATR-5738

atrieveHR

Job Posting Web

Resolved: Corrected an issue with Job Posting filtering on the Web Portal which allowed postings for one location to be displayed on the pages of a different location, where the Location Code of one "contained" the Location Code of the other - for example Location 150's postings displaying on the page for Location 15.

ATR-5887

atrievePayroll

atrieve Web

Resolved: In the Build PDF / Email Earning Statements Print Options, added a calendar icon for changing the date in atrieve Web. Also resolved formatting concerns when this date is manually entered. 

ATR-5760

atrievePayroll

atrieve Web

Refresh button is added in Report Viewer for Payroll Master Report and Absence Costing Report to resolve display issue and to make data search convenient.

ATR-5350

atrievePayroll

atrieve Web

Resolved an issue in Timesheet Entry in atrieve Web that allowed a new line to be started by pressing Enter after entries for that record had been completed and no active lines are open. Additional entries for that entry can now be created using the Insert button, as in previous versions. 

ATR-5804

atrievePayroll

Average Costing

Resolved a concern running alternate payrolls when the first pay run had no Average Costing entries generated but the new process triggered an Average Costing recalculation, generating an error.

ATR-5791

Ontario

One Trust

One-T Class code warning "Note: One-Trust Class Not Currently Mandatory. Field May Be Filled But Is Not Reported To One-Trust." now appears only upon initial entry to One-Trust Class Code Maintenance.

ATR-5808

Ontario

One Trust

While adding a new Benefit Type Code in One Trust Benefit Type Code Maintenance, user can now add multiple deduction codes at once instead of modifying one entry multiple times to add additional deduction codes. 

ATR-5807

Ontario

One Trust

Issue with selecting (by mouse click) added Class Codes in One-T Class Maintenance table is resolved. Also, Class Code Delete Confirmation page header is updated for One Trust.

ATR-5806