2017-01-01 | PowerSchool Atrieve

New Features and Enhancements

Product	Module/Program	Description
Atrieve HR
Human Resources	Absence Additions/Changes/Deletions	Modified Absence/Dispatch Additions and Changes screen, so that each time a dispatch queue record is created, the program will immediately save all records. The program will continue to display the message indicating the absence ID. Corrected issue where, if the first absence or replacement record was interfaced and you used Absence Duplicate or Replacement Duplicate, the status was copied unto all other records. This was fixed by clearing out status fields on all duplicated records. Corrected screen freezing when entering a second replacement into a dispatch in the Absence/Replacement screen (Traditional Menu 3,6,7). Corrected issue, whereby emailing the dispatch search log report from the absence changes screen report viewer caused some data on the page to be missing. Substitute/Casual Dispatch Parameter Profile Page 4, Field 16 has been enhanced to include the suppression of message 2 in addition to Message 1 in absence changes/deletions. o Message 1 - The Dispatch You Just Closed Has No ADS Call Back Re Close Queue Records. Do You Want ADS To Call This Replacement Employee And Inform Him/Her Of This Manual Close? [Y/N] o Message 2 - You Are Deleting A Dispatch For Employee: John Doe Do You Want ADS To Call This Employee To Inform That This Dispatch Has Been Cancelled? [Y/N] E-mail to absent employee, location principal, location e-mail addresses 1-3, if dispatch is created, cancelled or closed. This option can be activated in the ADS Master and Group specific profiles (Traditional Menu 11,8,2,1 and 11,8,2,3) Page 5, Field 08=Notify when dispatch accepted, cancelled or closed.
Human Resources	Absence Entry Web	Enhance Absence Code display by adding new filtering options of Bargaining Unit, Position and Department. In Absence View/Change, modified absence and dispatch closing to display proper dates after shortening the record. Corrected issue, when in ADS Absence Parameter Profile, Page 1 Field 17 - If the same schedule prompt is turned off, the program will use the employee schedule for availability checking when entering an absence on the web. Modified the program to perform an additional duplicate absence check, after an employee clicks the submit button. The last action the program will do is check for duplicate absence entries before creating the absence. E-mail to absent employee, location principal or location e-mail addresses 1-3, if dispatch is created, cancelled or closed. This option can be activated in the ADS Master and Group specific profiles (Traditional Menu 11,8,2,1 and 11,8,2,3) Page 5, Field 08=Notify when dispatch accepted, cancelled or closed. Enhanced to enable an absent employee to attach documents for their replacement (i.e. sub plans)
Human Resources	Absence / Replacement Employee Costing	Modified the programs to change the default end date on the absent and replacement costing to be the end date of the selected pay period.
Human Resources	Assignments	Corrected issue, where users were unable to select a location in an assignment for an employee that had a future dated termination.
Human Resources	Attendance Management Web	Corrected issue, where a pop-up screen alerting school users of changes made to the records by the district office, was not displaying.
Human Resources	Automated Dispatch System	Corrected issue that was preventing employees from being able to close/shorten an absence via the telephone. E-mail to absent employee, location principal or location e-mail addresses 1-3, if dispatch is created, cancelled or closed. This option can be activated in the ADS Master and Group specific profiles (Traditional Menu 11,8,2,1 and 11,8,2,3) Page 5, Field 08=Notify when dispatch accepted, cancelled or closed. Allow specification of sub-group on requested and last replaced search phase of search order. The automated phone dispatch system has been enhanced to verbally communicate the subject and grade level for the job position
Human Resources	Benefit Tracking System	Corrected screen freezing during Employee/Dependent Benefit changes.
Human Resources	Database Maintenance	Enhanced audit file to include audit capability of page four (4) of the Substitute/Casual Dispatch Parameters Profile (Traditional Menu 10,2,6). Corrected issue, where a pop up warning message would display when making Absence Code changes, forcing the user to re-enter the information in the Approval field (11) before saving the record. ‘Next’ and ‘Previous’ buttons were added to the ADS Absence Parameter Profile (11,8,2,2,4) in the Inquiry screen. Users can use the Next/Previous button or page down/page up to navigate to the different pages. Corrected issue, where a Position Code could not be soft deleted, when there were invalid characters in Position Code, Description, or Bargaining Unit Codes. Corrected issue in the Absence Code database, where an incorrect look up was appearing to choose storage banks after a replacement Pay ID was entered. Modified Refusals program to display a message when the maximum number of refusals have been met (999) and will display the first 998 of those refusals. Corrected field definition for the Replacement Cost Center (Field 13) in Event Database Maintenance. Also removed unnecessary binoculars from the panel and added a box around the comment field to identify its maximum length. Corrected issue in the Absence Code database, where the Pay ID would be removed from an absence code if the pay code was deleted and if there were multiple Pay ID's on the code.
Human Resources	Demographics	Added e-mail link in demographics to send an e-mail to employee.
Human Resources	eForms	Modified the program to sort the redirect sections by Section Description. Corrected sizing of icons in Comment Editor.
Human Resources	HR Report Writer	Add Attendance Managmenet Web Comments to HRW. A new field ABS_Position_Code_Selection was added to the Absences_and_Dispatches Data Table. This new field will show accurate data when reporting on absences and dispatches when there is more than one dispatch line per absence line. A change was made that will allow Excel to automatically recognize timestamps as timestamps. Corrected issue, where multiple postings at a single school were combining into one posting entry, when it was the last posting displayed on the report.
Human Resources	HR Workflows	Corrected issue when onboarding new employees with new employees being chosen for dispatch prior to the onboarding process being completed. Once employee was onboarded, the system would not recognize the AP number and the dispatch record would become an orphan record and cause error messages on the costing report. You can no longer choose to create an absence or a dispatch with an AP number. User will now receive message" Applicant's Absence/Dispatch Entry Not Permitted". HR WorkFlows contains logic that cleans up (deletes) what it thinks are unused onboarded employee records. This logic was sometimes deleting onboarded employee records that it shouldn’t. This caused the approval of onboarded employees to fail and the record to be deleted from atrieve. Resolution: Corrected issue, by not deleting onboarding emps until a couple of weeks have passed, and not at all if there are tasks associated with the employee. Corrected issue, where Pending Onboarding employees were being considered by the automated dispatching programs and listed as an available replacement, due to the employee having an Active Sub/Cas preference record - a result of this being an available field on their Onboarding HR Workflow Form. Resolution was to change the replacement employee lookup logic not to display anyone that has a blank category or status or an employee # starting with "AP". In the previous version, if a new hire clicked the browser ‘Back’ button when entering information into onboarding this would cause unexpected results. The system would appear to clear the information so the employee would attempt to re-add but then after they re-enter and click save an error would occur. The web browsers navigation buttons (back and forward buttons) do not work with the onboarding screens. You will want to caution any new hires going through the onboarding process to NOT use the browser navigation buttons as they will lose any unsaved changes. In this release if the employee clicks the ‘Back’ button they will lose any data entered since the last successful save. A message will display to the employee with this information and then they will be redirected back to the onboarding forms to re-enter information. General Enhancements to Onboarding: Save Enhancement - The new hire can save their progress as they progress through the different onboarding forms by clicking the ‘Save’ button. This will save their changes while leaving them on the current form page to continue entering more information. New Logout Button – the user can now select the logout button when they have completed their session which will return them to the sign in page. Temporary User Account - Once a new employee has completed entering information into the onboarding forms and clicks ‘Submit’ the system will automatically remove their temporary account so they will no longer be able to sign into the onboarding portal. Onboarding – Rehire The Onboarding feature has been enhanced with the ‘Rehire’ option, to be selected if the new hire has previously been employed by the district. Once you sign in to atrieveERP navigate to the ‘Employee Onboarding’ menu item, the Employee Onboarding page will display. Select Rehire. Search for the previous employee by entering their employee number or name The applicants email address will be populated automatically once the individual is selected The applicants name will be populated automatically once the individual is selected The selected form field displays the default form based on your Districts configuration setup, but can be modified by clicking the down arrow and selecting a different form A copy of the email can be sent to an HR person (blind cc’d). A default email recipient can be defined in the Onboarding Web Profile (refer to appendix below), but you can modify the email recipient by simply entering a new email address in the field provided. The email subject line is pre-defined but can be modified here if necessary. The email message is pre-defined, but can be modified here if necessary. Caution: if you edit the outgoing message be sure not to alter or remove the parameter fields {0} or {1}. These fields are populated by the system when the email is sent to include the employees name {0} and the specific website url to access onboarding {1}. One all information is correct, click Send and the system will send the appropriate email notifications to the new employee, with credentials and instructions to begin the onboarding process. 10. If you would like to clear all information entered, click Reset and the fields will be set back to their default values. Token Maintenance When a temporary account is created for onboarding purposes the system generates a token for that user which controls their access to the system i.e. by expiry date or by a certain number of uses or sign in attempts. To view detailed token information for a specific user, navigate to the Token Maintenance screen. Here you will be able to find information about the temporary user as well as the temporary account such as the expiry date for the token. The Token Maintenance search grid includes the following information: Context – If the token was created for onboarding purposes then the context will include the word ‘Onboarding’ followed by the new hires first name and last name (example: Onboarding – John Smith) Token ID – this column includes the internal ID of the token Authorized – this column displays whether or not the token has been authorized. If set to ‘Y’, this means that the temporary user has signed in at least once to the onboarding portal. If set to ‘N’ this means that the temporary user has not signed into the portal. Enabled – this column displays whether or not the token is enabled. The token will be set to enabled unless manually changed to ‘disabled’. If you choose to ‘disable’ a token, the temporary user will be prevented from signing into the onboarding portal. Important Note: Once a new employee has completed entering information into the onboarding forms and clicks ‘Submit’ the system will automatically remove their temporary account so they will no longer be able to sign into the onboarding portal. Once you search for and select a token the properties grid will populate and display all of the details about that token, in read-only mode. The Aspects grid displays details about the expiry date or max number of uses for the token. If necessary, you can extend or shorten the new hires access to the onboarding portal by editing this information
Human Resources	Job Posting	Corrected issue, when a new posting was created from a copy, but the new posting number already exists in the file. This was causing the module to hang and consume CPU and causing the screen to freeze. Re-set the posting number segment to correct this issue. Changes made to Copy feature in Job Posting in atrieve. Now able to copy the posting and make changes to all sections of the posting by using new "UP" and "Down" arrows. Job Posting The round field on Job Posting Additions and Changes screens now contains a lookup - referencing the Posting Round Code Database (Traditional Menu 10,1,2,38.2).
Human Resources	Leave Management Web	Change to the entitlement message when entering an absence with storage banks. The program will now show four decimal points which is the maximum amount of decimal points in a storage bank, and will not show less than two.
Human Resources	Occupational Health and Safety	When the WorkScheduleTypeCode is set to “F” for Fixed Work Schedule, the optional fields of Monday thru Sunday hours fields values were set as they should have been. However, there are also two additional fields that were needed to be set for each day that were not: MondayRegularHoursSpecified = true, MondayWorkedIndicatorSpecified = true, Otherwise, the web service XML that is generated would not contain the hours value and the section would be blank. Because they are optional fields, the schema validation process would not detect it and assumed they were just not entered. Once the hours specified and indicator specified fields are set, the XML is generated correctly.
Human Resources	Unavailability	Corrected issue, where the default field value was ‘Exit’ instead of ‘Select’.
Human Resources	Workboard	To prevent the use of a frequent auto-refresh or a bot, the following has been implemented for WorkBoard: the default settings within the code are a 60 second refresh count interval and 3 refreshes during that period. These settings can be overridden with 2 web profile options on the ADW tab. Time (in seconds) for WorkBoard refresh delay Number of Times refresh is allowed within delay time specified. Once the limit for the specified period is reached, the user will be redirected to a message indicating they have exceeded the limit and to wait for the specified period before trying again. E-mail to absent employee, location principal or location e-mail addresses 1-3, if dispatch is created, cancelled or closed. This option can be activated in the ADS Master and Group specific profiles (Traditional Menu 11,8,2,1 and 11,8,2,3) Page 5, Field 08=Notify when dispatch accepted, cancelled or closed. Allow specification of sub-group on requested and last replaced search phase of search order.
Atrieve Payroll
Payroll	Staffing Notification	Enhance SNPS to refer to the MULTIPLY AMOUNT BYE FTE Y/N field on the salary code for second proposed function line.
Payroll	ROE Creation Process	Enhanced to look for ROE Cross Reference records starting 3 years back (if used)
Payroll	Preliminary ROE Creation	Enhanced as follows: The XML ROE Creation will accommodate the pulling in of future Statutory pay to be reported on both the Statutory reporting on Box 17B as well as added to PP1 wages on Box 15C, the total earnings for Box 15C and if applicable to total hours for Box 15A. The future Statutory pay may be in history format (a payroll was run) or simply timesheets in the future pay period. When processing the ROE Creation with a future history period generated, you will need to define an Override Final Pay Period as the last actual pay period to be reported. This is not necessary when the Statutory pay exists in timesheet format only. The reporting of future hours and earnings included in the ROE are also detailed out on the ROE Creation report per employee for reference. Since future earnings will be pulled back onto the ROE, the next ROE may require an omission of those same earnings. The option to define a pay period and pay codes to be excluded from the PP# reporting is also included. The exclusions per employee are also detailed on the ROE Creation report for reference. The Statutory Holiday Date reporting will pull statutory pay from the employee’s YTD history as of the final pay period when the Stat being reported is for the final pay period. When the Statutory date is a future period, the process will determine the future period to be used for the Stat based on the employee’s pay cycle code in the future payroll calendars. Future YTD earnings or simply a future timesheet of Statutory pay will be pulled back onto the ROE when a future Statutory Date with pay codes is defined. With a future Stat the hours will also be included in Box 15A and earnings under PP1 plus total for Box 15B. Future hours and earnings included on an ROE are detailed on the ROE Creation report per employee. When one Statutory Date is entered, the process will report the total earnings as per the pay code list defined. Statutory pay is taken the from the employee’s YTD history for the relevant pay period. When two or more Statutory Dates are entered, as with Christmas or Easter, the process will refer to the timesheet entries matching on the specified pay codes and dates. This allows for the use of a single Statutory pay code to be used for multiple Statutory Dates within the same pay period but still having the correct amount of Statutory monies per date reported on the ROE for Box 17B. When you have defined pay codes that are both timesheet and non-timesheet, such as Statutory pay by timesheet and Vacation pay related to Statutory pay via a pay bank, the process will prorate the non-timesheet monies based on the timesheet monies, thus balancing the non-timesheet monies across the multiple Statutory dates. Note: when a pay bank is used to pay Vacation monies based on Statutory pay, it is necessary to have a separate pay bank be used that includes only the Statutory pay to a unique pay code. The regular Vacation pay bank would then exclude the Statutory pay code. This setup is the only way to ensure you have unique pay codes to select for monies to be reported on the Statutory ROE Box 17B.
Payroll	Timesheet Web Import Process	When the import process is used, timesheets from prior pay periods that were not interfaced previously will pull in. Note - it will only go back six pay periods. PRW amend indicator option has been added to the Timesheet Entry Web Menu 2,1,15,9
Payroll	TSW Web Profile	"TEW do not display disabled categories on time sheet entry screen" - Added prompt "Omit categories with order no 99 (Y/N)" to the TSW web profile. When TSW prompt is set to Yes, and the payroll Web Time Entry Category Maintenance (2,1,15,3) category has a display order number of 99. A display order of 99 means the category entry is disabled. The category will no longer display as an item on the web timesheet. This allows districts to disable categories that are no longer applicable, but have historical entries and therefore the category should not be deleted from the web timesheet categories.
Payroll	Timesheet Entry Web	When the location is loaded, the system looks for an assignment with that location. When a matching assignment is found, it will load in the matching auth loc if there is one. Next the position is chosen. Again, the system will do a search to the assignments for a match to that location and position and load in or clear the auth loc attached to that assignment. When the location is loaded in, the auth loc either loads or is left empty. If a position is entered where the system cannot find an assignment match, it will leave the auth loc as defined by the location information. It will not remove or clear it, it will be left as listed. This means that if no match is made to the assignment based on the location AND position code, the employee is responsible for ensuring the correct value in the auth loc field.
Payroll	Timesheet Entry Web	Enhanced to load in timesheet entry for both District Timesheet Entry, and Location Timesheet Entry when authorizers are doing the entries.
Payroll	Timesheet Entry Web	In addition to displaying the authorized and un-authorized time sheet entries, you are now able to see the list of employees who have not yet submitted a timesheet for a specific location.
Payroll	Timesheet Entry Report	The report that is produced has been expanded to display the Authorizer location, if applicable and the Amended timesheet flag, Yes or No
Payroll	Timesheet Entry Web	When using Location Entry or District Entry, if click on the “Return to Timesheet” button, it will now take you back to the employee’s timesheet that you were working with.
Payroll	Web Time Entry Category Maintenance	Ability to define the following has been added: Override Cost Centre Override Occupation Code Override Shift Code GL Account– enhanced to allow use of wild carding (for example in the location segment of the GL) PRM Position Shift Code - ability to use the shift code from the Position code database in HR
Payroll	Payroll Housecleaning	Payroll Housecleaning now includes options to delete Payroll Stream files, Pension files, CSB files, ROE files, Miscellaneous files. As part of this programming, when the payroll update runs, it will: First Phase - clean up old empty interface files for the global interface directory SRB$OPSINT. These are files that are a month or two older, are empty, and belong to the current payroll . Second Phase - clean up removes old work files such as ######.TMP and ######.WRK that are a month or older found in the work directory of the current payroll at SRB$OPSWRK . Third Phase - clean up removes old ######.CSV, ######.EXP and ######.MSG files that are 3 or more months old found in the work directory of the current payroll at SRB$OPSWRK. Fourth phase - clean up removes old work files that are 3 or more years old from the work directory SRB$OPSWRD and the export SRB$EXPORT. These files may include PAYypp.TAP, PAYypp.EST and PAYypp.CHQ files, PEBT Extract, ATRF extract files and Canada Savings Bond files. *Note - what is removed can be found in the payroll update log file
Payroll	Payroll Calendar	When any pay periods are run, then not used or finalized, the calendar delete option will remove all of the temporary files created for that pay run. Note - if a payroll calendar has been updated, the delete function is disabled.
Payroll	Global Function Line Changes	Added the ability to save the prompt defaults or multiple sets of prompt defaults for future retrieval. Additional selection criteria have also been added.
Payroll	Employee Inquiry	If a second page of information is required when viewing History, the Screen Down/Screen Up buttons now display.
Payroll	Employee Inquiry	When reviewing storage bank history and at the end of the history, a No Next Screen Available will now display. It is not required to select Back to exit out. atrieve screens to allow 50 character names for employees
Payroll	Employee Record Changes	CPP/EI T4 Exempt Flags - effective dates for these fields have been added as long as the exemption is not effective until next year's T4's are to be printed.
Payroll	EI Rebate Payout Icon in Variable Deduction Entry	When choosing the EI rebate deduction code during variable deduction entry, the Toggle EI Rebate Button displays after an amount is entered and you are down in the variable reason. When chosen, the accumulated EI Rebate Balance will be paid out.
Payroll	Variable Deduction Entry/Edit	Processes will now block numbers over 8 digits long to prevent a formatting error.
Payroll	Variable Deduction Entry	When an employee is on leave with benefits (no earnings) and a toggle override variable is completed against a deduction set to BENEFIT (100% Employer Paid) for an employee amount, the employee amount will be zeroed out and a message will be added to the log.
Payroll	Multiple Variable Deductions	Added prompt retrieval and expanded selection of employee criteria.
Payroll	Override Variable Deduction Entry	Report then block Override Variables deductions from causing Negative Net pay.
Payroll	CSB File Merge	When selecting the files, the list now appears as Atrieve.
Payroll	Cost Center Database	Program Code field has now been removed.
Payroll	Global Email Process	When modifying the setup for Earnings Statements, T4s, T4As, W2s after selecting enter in the Email Delivery Message, the system will now stop in the Web Delivery Message box to allow for changes to this message.
Payroll	Reporting	The following reports have been enhanced to support the export to Excel: Storage Bank Detail Report Storage Bank Transaction Report Storage Bank Transaction Type Storage Bank Summary Report
Payroll	WCB Cross Payroll Report	Cross payroll database look up is now referencing the correct payroll ID. Selection by ‘E’arnings reporting no longer requires at least one excluded pay code.
Payroll	Email File Process	When selecting an item to email, the Page up and page down icons have now been added
Payroll	Storage Bank History Inquiry Screen	When navigating through the Storage Bank History Inquiry screens the system will no longer automatically return you to the Bank screen when you reach the end of the history. You now control when you leave this screen, by selecting ‘E’ to exit.
Payroll	Income Tax Deduction Code	Deduction Code Database - Group 4, Type 2 Deduction - if the limit is not defined, or is defined as zero, it will not enforce the 999999.99 amount.
Payroll	GL Adjustment Entries	Adjusted cursor positioning on the GL entry field.
Payroll	Global Deduction Update	When the Global Deduction Update was run in report mode, it was adding the changes to the Audit Trail. This has been rectified, and now it will only add to the Audit Trail when it is run in Final.
Payroll	Corrected Build PDF / Email T4A Statements	Selection by T4A on initial input, but the process was looking for T4 statements for the overlay. This has been corrected. Revised the handling of printing the Pension Registration number to ensure the leading zero is not dropped.
Payroll	Alberta Teacher Pension	ATRF Pension Profile (3,1,5,4) Field 08 Alternate Teaching Days has been replaced with the alternate days in the payroll calendar. ***Please note – it is strongly recommended that payroll shifts to using the Alternate Days from the Payroll Calendar. Once the Alternate Days are in the calendars, the Alternate Teaching Days Must be removed from the Profile. Alternate Teaching Days will be removed entirely from the Profile in a Future Release.
Payroll	TRF History Extract TRF History Merge Process	Fixed an issue so that negatives can now be used without causing an error in the extract or merge.
Payroll	PEBT Employee Code Loading Process	If N is entered for the prompt OMIT EMPLOYEES THAT ALREADY HAVE A CODE, the prompt OMIT EMPLOYEES WITH GROUP CODE SET TO ‘N/A’ now displays.
Payroll	ASEBP Export Changes	When viewing the employee information, the salary, effective date, last sent date and last sent time now all display.
Payroll	LAPP APEX Generation	The Default Prompt Storage & Retrieval has been added. LAPP APEX Adjustments (3,1,5,12) Pay Frequency has been added to record field 12.
Payroll	Saskatchewan Teacher Pension	Saskatchewan pension and termination process can now use the new Alternate Days definition per payroll calendar as well as the override of ANNUAL DAY from the Employee Type Code Data base. The ANNUAL DAYS would replace the 13=SCHOOL DAYS from the SASK profile 3,1,6,4 for the days conversion for pension
Payroll	Manitoba Pension	The new Alternate Days per payroll calendar can be used instead of the profile setup as well the ANNUAL DAYS from the Employee Type code data base would override the 5=NUMBER OF TEACHING DAYS from the Manitoba profile (3,1,8,3). Changes included for the TRAF deduction code as well as Pension Adjustment Calculation Process (3,4,11,8). ***Please note – it is strongly recommended that payroll shifts to using the Alternate Days from the Payroll Calendar. Once the Alternate Days are in the calendars, the Alternate Teaching Days Must be removed from the Profile. Alternate Teaching Days will be removed entirely from the Profile in a Future Release.
Payroll	Manitoba Teacher Monthly Report	This creates a report and extract file of all employees within a payroll, producing the information required by MTS for Teacher reporting. This process creates a comma delimited CSV file which is sent to MTS with the details of the extracted information.
Payroll	Manitoba Teacher Pension	Adjusted the TRAF Pension Generation handling of 'Salary At 100% FTE earnings' that are reported as Contractual Salary on the report.
Payroll	Manitoba Benefit Earnings Update Process	Added the option to select Master or All active function lines for employee FTE.
Payroll	Montana PERS Pension Report	New prompt added - Export All Demographic Records.
Payroll	BCPSEA	A new field has been added to the top third of the General Profile: Position Codes overridden to O for MSP, Dental, EHB. Some positions (Community Ed for example) require Elements 42 (MSP), 44 (Dental), 46 (EHB) to report as O (Opted out). By adding the position code here, the extract will add the O into those elements, no manual intervention required.
Payroll	BCPSEA	Only require reporting of Element 33 - Casual Earnings. Element 32 - Support Regular Hours will no longer populate with values for employees who are casual only.
Atrieve Finance
Finance	Atrieve Finance	Parent / Subordinate Report - Resolved incorrect reporting of GL's in the report when there are no parent accounts and a blank starting value is entered the first report parameter. PO Changes & PO Entry - Corrected issue, when PO Workflow is enabled, with selecting how to print PO's (Online / Email / Register / Fax). Mass GL Status Update - Status Type (Java only), resolved issue with drop down display. Document Uploader - Now handles attachments in batches with a / in the batch type code such as "J/E". GL Inquiry > Batch listing > Paperclip or New Upload both now provide the ability to delete uploaded JE attachments. PO Changes - GL Reference allowed quick GL entry on the FROM GL, corrected forced use of GL Lookup on the TO GL. PO Changes - Corrected ship to vendor address changes to load PO vendor email address. Modified atrieve to hide the label "Purchase Order Status" if PO Workflow is turned off. Modified the atrieve Upload button to automatically truncate large file names to a size appropriate for each application. 10. Retrieve EFT Bank File - Corrected screen freezing issue when a selection is double clicked. 11. PO Workflow - Corrected to allow Task Authoriztion when specifying more than 3 CC email addresses. 12. Invoice Scan Sheets - Modified the Scan Sheet creation process to append the batch number to the file name to ensure it is unique. 13. Corrected issue with Vendor Interface when GST column defined on Profile but not used in upload file. 14. Invoice Entry Against a PO - Mapped atrieve display of Non-GST Invoice Amount. 15. EFT Payment Selection - Corrected screen freezing issue when a selection is double clicked. 16. Compressed Invoice Entry - Correct to allow drill down into the GST details and see correct tax code when adding extra lines to the invoice after PO was created. 17. Year End Processing - Modified Year End Processing to load the original GL as a model when creating the S/D account in the new year. This will ensure fields such as Alias and GST Tax Codes have valid values. 18. Vendor Inquiry - Resolved error that occurred when a large number of attachments exist on client system. 19. Pending PO Print - Modified how program updates tasks if bypass is used during the PO printing routine.
Purchasing	Purchasing	Buyer Processing - Corrected Buyer Code selection popup to display in atrieve. 1,6 Authorizations - Updated Buttons to display correct descriptions. Stock File Inquiry - Added functionality to view the full product description in field 16 (GOLD D). Quick Quote - Corrected program to display correct Requisition # in the Email Subject line.
Finance	Receivables	Accounts Receivable Batch Finalization - Resolved error that resulted when trying to report on a empty batch. Receivable Analysis Report by Customer Account Number Corrected to apply the default values of Customer # <first> to <last>. Receipt Inquiry - Resolved issue with Internet Explorer and the Pop-up Blocker enabled. Account Inquiry - Added printer icon to second screen to allow screen print. Cash Donation Final Interface - Corrected the display of amounts over 999,999.00. Account Inquiry - Added printer icon to second screen to allow screen print.
Finance	Budget Manager Web	BMW - Added Web Profile option to control whether the Cheque drill-down is active or not.
Finance	Budget Planning System	BPS 2,6,2 - Final budget position interface updated to summarize rounded values for grand total. Mass Budget Position Standard Cost Update - Correct program to not allow F to be entered in Permanent/Temporary run time prompt. Create Transactions from Positions - Modified program to create transactions that were not being created for specific Position Codes, ACCTMGR, etc.
Finance	Finance Report Writer	FRW - Added reporting of FIA tables.
Finance	Fixed Assets	atrieve Enable - Mass Asset Disposal / 1,8 / FADI0A. Depreciation Processing - Modified to validate the Expected Life Sooner. Depreciation process - Added ability to change print options. Items having a small monthly depreciation amount will have a reduced allowable rounding error.
Finance	Invoice Entry Web	IEW - Resolved error generated by Invoicing against a fully decommitted PO.
Finance	Requisition Web	RQW - Resolved error that was produced when attempting to use print button on confirmation screen.
Security Management	Security Management System	SMS - BAS 3,6,3 - Corrected Program name from "Cheque File Transfer" to "Retrieve Cheque File".

New Features and Enhancements

Atrieve HR

Atrieve Payroll

Atrieve Finance