Atrieve 22.01.01
Release Notes
Last updated: August 26, 2022
New Features and Enhancements
Product | Module/Program | Description | Reference | Idea Ref |
|---|---|---|---|---|
Atrieve Finance | Accounts Receivable | Functionality added to email the Accounts Receivable statements directly to the customers. Previously the finance clerk would need to do an inquiry on the statement and then output to pdf format to be able to send to the customer through mail or email. See Feature Sheets - Credit Note & Statement | ATR-9019 | |
Atrieve Finance | Invoice Entry | In Atrieve Finance, moved the Payable Type and Fund Code out of the page header and onto the main body of each screen: Invoice Entry, Manually Paid Invoice, On-Line A/P Cheques Entry. | ATR-9243 | |
Atrieve Finance | Invoice Entry | In Atrieve Finance, when in Invoice Entry, if using the lookup to find a batch code, the cursor remains on the batch field so the user can key in a batch number or use their enter key to have the system auto-create one. Previously, the system would always auto-create the batch number and the user would have to go back up to the field to use a different number. | ATR-9301 | |
Atrieve Finance | Invoice Entry | In Atrieve Finance, if the User Profile Page 4 Field "Enforce Audit Control Balancing" is set to N, then the 'Number of Documents' and 'Dollar Amounts' fields will be hidden on screens that previously displayed them, saving the user from unnecessarily entering through them. | ATR-9308 | |
Atrieve Finance | Journal Entry | The GL Inquiry page has been updated to display the existing financial information in an easy to read grid format. | ATR-9638 | |
Atrieve Finance | Journal Entry | In Atrieve Finance > GL Inquiry > Journal, added a lookup to the journal entry transaction period prompt. | ATR-9645 | |
Atrieve Finance | Journal Entry | In Atrieve Finance, GL Inquiry > Requisitions, a new column of “Status” was added to the screen. This new column will display the requisition status. The status can then be filtered using buttons below the grid (Completed, Pending or Refused). See Feature Sheet | ATR-9652 | |
Atrieve Finance | Journal Entry | In Atrieve Web Finance, added the GL Description to the top of the Journal Entry Detail page. | ATR-9659 | |
Atrieve Finance | Purchasing | In a pervious release of the software a profile was added to provide a way to view open purchase orders while in invoice entry. At that time the profile to enable this feature was set to 'N' by default which meant that the new popup would not display. In this release the profile has been changed 'Y' so that this functionality is available by default. Note that if there are no open purchase orders associated to the vendor that the option will not display. | ATR-9250 | |
Atrieve Finance | Purchasing | The Detailed Purchase Order page has been updated to display all action buttons as soon as the page loads. Previously the buttons would only display after the 'Next' button is selected. | ATR-9258 | |
Atrieve Finance | Purchasing | The Purchase Order Preview page has been enhanced with a new Back button that enables you to return to the previous page. Previously there was only a Cancel button, and when selected would navigate the user back to the main menu. | ATR-9265 | |
Atrieve Finance | Purchasing | In Invoice Entry on the GL distribution screen the GL and SL account number fields have been updated with the ability to search for the account number. | ATR-9272 | |
Atrieve Finance | Purchasing | The Outstanding Purchase Orders page has been enhanced with the ability to search for a specific PO number. | ATR-9286 | |
Atrieve Finance | Purchasing | In Atrieve Finance, Invoice Entry, when on the Outstanding Purchase Orders screen, the grid can now be sorted by clicking on column headers. Hotkeys can be used to sort the grid by typing Alt+column number (e.g. Alt+1 to sort by order number). Estimate column now displays the actual estimate rather than the PO Commitment Amount). Fixed an issue where PO's would sometimes display the letter S next to them. | ATR-9294 | |
Atrieve Finance | Purchasing | In Invoice Entry the Date, Terms, and Due Date fields now populate with the default values immediately on entry to the page. Previously you had to enter or tab past the field for the default value to display. All entry fields should display a default value when user accesses the field. | ATR-9315 | |
Atrieve Finance | Purchasing | In Invoice Entry the document attachment button now displays on all pages, it previously only displayed on the last page (note that the attachment button only displays if the document attachment functionality is turned on) | ATR-9357 | |
Atrieve Finance | Purchasing | Cancel button addition to 'Detail or Summary Purchase Order Selection ' and 'Line Type Selection' Pop-up | ATR-9546 | |
Atrieve Finance | Purchasing | Search icon on Description/ notes has been standardized. A tooltip has been added on the lookup icon as ' Search for Notes/Description'. | ATR-9567 | |
Atrieve Finance | Purchasing | In Atrieve Finance, when viewing Purchase Orders by Vendor from Changes/Inquiry/Delete/Close, the button hover-help and section headings have been reworded to provide clarity. | ATR-9588 | |
Atrieve Finance | Purchasing | In Atrieve Finance, when searching for a PO by vendor in Purchase Order Changes or Inquiry, added a cancel button to the "PO Search All, Open, Close, or Over Budget" pop-up. | ATR-9616 | |
Atrieve Finance | Purchasing | In Invoice Entry, a Cancel button has been added to the second screen when creating an invoice from a detailed purchase order, allowing the user to cancel out of the grid when modifying a particular line. | ATR-9752 | |
Atrieve Finance | Purchasing | In Atrieve Web Finance, Invoice Entry, added hover help over the Fast Mode button to indicate that Fast Mode is activated through the User Profile. | ATR-9889 | |
Atrieve Finance | Purchasing | In Atrieve Web Finance, Invoice Changes, added a Suspend button to allow the user to suspend an invoice, change the suspension reason, view the suspension reason, and unsuspend an invoice. See Feature Sheet | ATR-10180 | |
Atrieve Finance | Purchasing | A suspend button is available on all pages of Invoice Entry, prompting the user for a suspension reason. It will also be triggered if the user enters an invoice type of *. The user can change the suspension reason or unsuspend the invoice by clicking the Suspend button again. Invoice suspension reason can be tracked through the Suspended Invoices Report. See Feature Sheet | ATR-10342 | |
Atrieve Finance | Purchasing | The Expediting Report by PO has been enhanced to support the ability to export to Excel. The Excel export will have the same data as the report, plus columns Order Line No, Vendor Name, Ship To Vendor, and Ship To Name. In addition, the report has been enhanced with the ability to select specific Ship To Vendors to report on. To access the report navigate to Purchasing Reports > Expediting Report by PO. See Feature Sheet | ATR-10423 | |
Atrieve Finance | Purchasing | Previously in Invoice Changes, if an invoice was suspended, the user would see a “Reason” button. This has been replaced with a Suspend button which will prompt the user for a suspension reason. The user can change the suspension reason or unsuspend the invoice by clicking the Suspend button again. The suspension reason is also visible from the suspended invoices report. See Feature Sheet | ATR-10468 | |
Atrieve Finance | Purchasing | Select All and Deselect All button Added to Buyer Assignment Entry enabling the customer to bulk select/deselect requisition lines at once. See Feature Sheet | ATR-10801 | |
Atrieve Finance | Vendor Maintenance | Vendor Add/Change/Delete has been updated to rename the tab page headers to be more intuitive ex. a previous tab page header was 'Page 1' and this has been changed to 'Vendor Information' See Feature Sheet | ATR-9364 | |
Atrieve Finance | Vendor Maintenance | In Atrieve Finance, Vendor Additions and Changes, added help text to the pre-existing Additional Info icons next to the contact information fields. See Feature Sheet | ATR-9371 | |
Atrieve Finance | Vendor Maintenance | In Atrieve Finance, within Vendor Additions and Changes, fields with lookups will display the lookup icon, previously the lookup icon was only visible if the user’s focus was on the specific field itself. See Feature Sheet | ATR-9378 | |
Atrieve Finance | Vendor Maintenance | In Atrieve Finance, the attachment button is available on all pages of Vendor Changes. See Feature Sheet | ATR-9385 | |
Atrieve Finance | Vendor Maintenance | Vendor Add/Change/Delete has been updated to display the Pay To Vendor name on all tab pages. See Feature Sheet | ATR-9392 | |
Atrieve Finance | Vendor Maintenance | Vendor Changes and Inquiry have been updated to provide a way to access the list of payees for the vendor. Note that if there are no payees for the vendor, the new payee button will not display. See Feature Sheet | ATR-9399 | |
Atrieve Finance | Vendor Maintenance | Class Code lookup added to Vendor Additions screen. See Feature Sheet | ATR-9406 | |
Atrieve Global | Atrieve Web | Expanded database drop-down menus to show up to 18 rows at once when opened (from 6). | ATR-6639 | |
Atrieve Global | Atrieve Web | Fixed an issue where users would see an error message if trying to access databases or profiles while another user had the HR Master Profile open. | ATR-7762 | |
Atrieve Global | Atrieve Web | Alt+key combination shortcuts have been added to all pages/programs in Atrieve Web. To identify the Alt+key combination to use, look for the letter underlined on a button, for example, Alt+C to Cancel, and Alt+S to Save. Keyboard shortcuts save time and increase productivity as they help to replace mouse navigation, so that you can complete your tasks more efficiently not having to take your hands off the keyboard. See Feature Sheet | ATR-10356 | |
Atrieve Global | Atrieve Web | Fonts in Pdf Reports on Atrieve Web changed from Courier to Courier Bold | ATR-10703 | |
Atrieve Global | Dashboards | Expanded the number of characters a dashboard URL can contain from 100 to 300. | ATR-6697 | |
Atrieve Global | Favorites | Favorites menu has been enhanced to include menu number sequence. See Feature Sheet | ATR-6329 | |
Atrieve Global | Security | User Manager has been moved to Tools>Security & Setup>Security Builder>User Manager User Manager provides a way for Administrators to manage user logins, with the ability to add, edit or delete records. Note that the existing User Manager menu item will no longer display in the main Security & Setup menu | DNET-6384 | |
Atrieve Global | Security | Password Change functionality has been moved to Tools>Security & Setup>Password Users will be able to change their password by first entering their current password which will be validated, and then they may enter the new password. Note that the existing User Manager menu link will no longer display in the menu. | DNET-6394 | |
Atrieve Global | Security | When a VMS password has expired, the password expiry warning now works with Atrieve Web. Formerly it did not because the feature was not available with ssh protocol, so the application was not written to accommodate it. The scripts were modified to detect password expiry conditions when using ssh protocol as well as telnet. | ATR-8926 | |
Atrieve HR | Absences/Dispatches | Added functionality to Absence Changes to automatically update the leave record when leave-related fields are changed. This functionality is activated by a profile, which can also block absence changes if there are pending leave tasks if desired. In addition, if the new absence code is related to a Leave Event, a pop-up will prompt the user for the specified Event. See Feature Sheet | ATR-9074 | |
Atrieve HR | Absences/Dispatches | Enhanced the Absence Report with Dispatches Excel file output to include additional absent and replacement employee information. In addition, the HR Report Viewer was enhanced to allow an Excel report output file to be submitted to run to batch, then opened in the Viewer through a new Merge File directory. | ATR-12793 | |
Atrieve HR | Assignments | In Atrieve Web HR, Assignment Changes, added a warning if the employee has future dispatches to alert the user in case the assignment is changing in a way that future dispatches might be affected. | ATR-9930 | |
Atrieve HR | Assignments | In HR Assignments, added the location code description next to the Authorization Location field. | ATR-10625 | |
Atrieve HR | Assignments | In HR Assignments, when a user clicks on the Schedule tab and the employee does not have a schedule, the pop-up has been removed asking the employee if they want to go to Schedule Additions. | ATR-10870 | |
Atrieve HR | Audit | In Atrieve Web HR, added auditing to the locations not willing to work at. | ATR-3207 | |
Atrieve HR | Audit | In Atrieve Web HR, Absence/Dispatch Module, added auditing to the Need Dispatch field. | ATR-10113 | |
Atrieve HR | Automated Dispatch | The ADS Queue Processing Screen has been enhanced to display the "Time to Call" field so that dispatch clerks can see which records are paused for callout (and the time the system will retry), typically due to no available replacements for the dispatch. See Feature Sheet | ATR-9496 | |
Atrieve HR | Automated Dispatch | The Telephone Audit Trail Report has been enhanced to display line usage statistics (how much and how often is each line getting used throughout the day). See Feature Sheet | ATR-9504 | |
Atrieve HR | Automated Dispatch | To increase automated dispatching efficiency and speed, we created a new program that can be run prior to each morning dispatch period to eliminate fully unavailable employees from consideration. Fully unavailable could mean the employee is marked as unavailable, already dispatched, scheduled to work (i.e. in an assignment), name is not recorded, and/or opted out of ADS. See Feature Sheet | ATR-9538 | |
Atrieve HR | Automated Dispatch | We have added functionality to the Automated Dispatching System that will allow replacement employees to be called for a job that overlaps another job they’ve already accepted, as long as the new job is longer than the one they originally had. This could be offering a 1.0 FTE dispatch to a teacher who previously only had a 0.5 FTE dispatch the same day. This could also mean offering a multi-day dispatch to a teacher who was only working one of the days in the same range previously. See Feature Sheet | ATR-9685 | |
Atrieve HR | Automated Dispatch | A profile for automated dispatching has been added to ignore an employee's secondary phone number if it is the same as their first. See Feature Sheet | ATR-9696 | |
Atrieve HR | Automated Dispatch | The functionality allowing replacement employees to opt out of ADS calls has been enhanced to allow for exceptions to opting out related to whether the employee had been requested. See Feature Sheet | ATR-9744 | |
Atrieve HR | Costing/Interface | The Absent Employee Costing Module has been enhanced to include a prompt to allow users to cost absences even if the leave is not approved (preliminary only) or the week has not been authorized (preliminary or final only). See Feature Sheet | ATR-9464 | |
Atrieve HR | Costing/Interface | The Replacement Employee Costing Module has been enhanced to use the rate found on the applicable salary grid in payroll for the effective date of the dispatch (activated by profile). See Feature Sheet | ATR-9471 | |
Atrieve HR | Costing/Interface | The Absent Employee Costing Module has been enhanced to use the rate found on the applicable salary grid in payroll for the effective date of the absence (activated by profile). See Feature Sheet | ATR-9478 | |
Atrieve HR | Costing/Interface | The Absent Employee Costing Module has been enhanced to use the Cost Centre and/or GL found on the absent employee position code (activated by profile). See Feature Sheet | ATR-9485 | |
Atrieve HR | Costing/Interface | The Absent Employee Costing Module has been enhanced to provide an Excel output. See Feature Sheet | ATR-9921 | |
Atrieve HR | Database Maintenance | In Atrieve Web HR, removed the obsolete Dashboard menu options under HR Setup & Maintenance. | ATR-8728 | |
Atrieve HR | Database Maintenance | In Atrieve Web HR, added an Excel output to the Absence Code Report. The Excel report will always print payroll information. See Feature Sheet | ATR-10370 | |
Atrieve HR | Demographics | In Atrieve Web HR > Demographics > Employee Reports > Demographics Report, under Display fields, added Employee Email and Admin Email from the employee demographics record as fields to display. Letter options can be: 3 for Email and 4 for Admin Email. | ATR-10004 | |
Atrieve HR | Demographics | In HR Demographics, turned off the auto-copy of the hire date to the subsequent date fields. The date copy functionality can be reactivated by going to the User Specific Parameters Profile, Page 4 (Autopopulate Hire Date to Subsequent Date Fields). See Feature Sheet | ATR-10505 | |
Atrieve HR | Demographics | In HR Demographics, added a hover-help icon next to Admin E-Mail to provide the user with help related to the usage of the field. See Feature Sheet | ATR-10515 | |
Atrieve HR | Demographics | In HR Demographics, added a hover-help icon next to the Salary Grid to provide the user with help related to the usage of the field. See Feature Sheet | ATR-10524 | |
Atrieve HR | Demographics | Demographics Page 2 - The hire date, hire type, elig as sub, and elig as cas fields have all been moved to the top of the page to allow for quicker employee additions. The previous name field has been moved to the bottom for the same reason. See Feature Sheet | ATR-10533 | |
Atrieve HR | Demographics | In HR Demographics, consolidated all warnings related to an employee record into a single pop-up instead of one pop-up per warning. Users can review and revalidate the warnings by clicking the new Warnings button. | ATR-10542 | |
Atrieve HR | Evaluations | In Atrieve Web - HR, added a profile in User Specific Parameters to allow authorization location supervisor to be used during evaluation additions. | ATR-9944 | |
Atrieve HR | Job Posting | A new pre-defined button has been added to Posting Maintenance that will take the user from posting maintenance on the selected posting to the associated staffing requisition. | ATR-10882 | |
Atrieve HR | Schedule Entry | In Schedule Entry when the schedule is validated, if any line errors are detected, they will display next to the associated line rather than being consolidated below the grid. | DNET-5835 | |
Atrieve Payroll | Atrieve Web | In Atrieve Web - Payroll, changed the Calendar Edit and Calendar Copy database menus to Payroll Calendar Copy & Edit. | ATR-11113 | |
Atrieve Payroll | Earning Statements | In Atrieve Payroll, if a district is using earning statement passwords by employee number turned on, the employee number is removed from the file name. See Feature Sheet | ATR-9721 | |
Atrieve Payroll | Employee Maintenance | In Atrieve Payroll, Employee Additions, removed the view-only memo box from the first screen. The memo entry is still available from the Pay Screen. See Feature Sheet | ATR-9781 | |
Atrieve Payroll | Employee Maintenance | In Atrieve Payroll, removed the Dummy SIN warning pop-up in lieu of displaying the information on the screen, saving the user time from the system producing the pop-up, then having to click Ok to close the pop-up. See Feature Sheet | ATR-9782 | |
Atrieve Payroll | Employee Maintenance | Added the capability to automatically load data into payroll through Payroll Additions if the employee already exists in the HR system. See Feature Sheet | ATR-9796 | |
Atrieve Payroll | Employee Maintenance | In Atrieve Payroll, removed the Dummy Birthdate warning pop-up in lieu of displaying the information on the screen, saving the user time from the system producing the pop-up, then having to click Ok to close the pop-up. See Feature Sheet | ATR-10078 | |
Atrieve Payroll | Employee Maintenance | This enhancement allows payroll users to run the Employee Salary Grid Increment process and the Salary Grid/Payroll Update together, where the Payroll Update will not repeat the fields already prompted during the Employee Salary Grid Increment process. See Feature Sheet | ATR-10288 | |
Atrieve Payroll | Employee Maintenance | This enhancement allows payroll users to run the Employee Salary Grid Increment by Date process and the Salary Grid/Payroll Update together. The Salary Grid/Payroll Update will not repeat the fields already prompted during the Employee Salary Grid Increment by Date process. | ATR-10395 | |
Atrieve Payroll | Ontario | In Atrieve Payroll, removed the SIN from being reported under the OECTA union extract. In addition, the Employee type of 'RT' will not be reported for Sub payrolls as those are Teachers returning to work. | DSR-342 | |
Atrieve Payroll | Pay Estimate | In Pay Estimate Inquiry, removed the pop-ups alerting the user if the selected employee is terminated and moved the warning next to the employee name. The user is no longer required to change the status to active via overrides, the system will automatically change the status to active unless a different status override is selected. | ATR-9848 | |
Atrieve Payroll | Pay Estimate | In Pay Estimate Inquiry, if an employee is over the maximum pay allowable, the pop-up warning has been removed in lieu of a message on the pay estimate screen. | ATR-9855 | |
Atrieve Payroll | Pay Estimate | In Atrieve Web Payroll, Pay Estimates Deduction Screen, removed the duplicate YTD button. | ATR-9862 | |
Atrieve Payroll | Pay Estimate | Date Range added beside Pay Period on Pay Estimate Time Sheet Entry screen | ATR-9876 | |
Atrieve Payroll | Pay Estimate | In Atrieve Payroll, Pay Estimate Inquiry, improved the data alignment at the top of the page where employee, pay period, net pay is seen. | ATR-10046 | |
Atrieve Payroll | Pay Estimate | On the Pay Estimate Inquiry, relabeled the First and Second page buttons to Continue and Previous. | ATR-10053 | |
Atrieve Payroll | Pay Estimate | In Pay Estimate Inquiry, removed the pop-ups alerting the user if the selected employee is on leave and moved the warning next to the employee name. The user is no longer required to change the status to active via overrides, the system will automatically change the status to active unless a different status override is selected. | ATR-10093 | |
Atrieve Payroll | Pension - Alberta | In Atrieve Payroll > Pensions > Alberta Pension Reporting, added LAPP Pension Adjustments Report. This report builds the pension adjustment extract required by LAPP. See Feature Sheet | ATR-9024 | |
Atrieve Payroll | Benefits - Ontario | In Atrieve Payroll, created a program to provide a full extract and maintenance module for the new OTIP structure. | ATR-10335 | |
Atrieve Payroll | Pension - Ontario | Added the OMERS PA (Pension Adjustment) upload which pulls directly from the OMERS file. See Feature Sheet | ATR-10379 | |
Atrieve Payroll | Pension - Ontario | Prompt ‘SERVICE CREDIT PERCENT REDUCED BY STATUTORY DAYS’ wording changed to simply read ‘SERVICE CREDIT PERCENT REDUCTION” on Ontario Teacher Pension Report Creation screen. | DSR-362 | |
Atrieve Payroll | Pension - Saskatchewan | In Atrieve Web Payroll, changed the Saskatchewan Income Continuance Plan (ICP) to Long Term Disability (LTD). | ATR-9714 | |
Atrieve Payroll | Reporting | The formatting on numeric fields on Excel output reports has been changed to ensure the accuracy of the numbers presented. | ATR-10309 | |
Atrieve Payroll | T4/T4A | In Atrieve Payroll, for the Pension Adjustment Import Process, added the option to import amended PA's via a file supplied by the BC Pension Board. This process then auto builds an extract of the employees that were updated, which in turn can be used in the amended T4 process. See Feature Sheet | ATR-10209 | |
Atrieve Payroll | Timesheet Entry | In Atrieve Payroll, added a cancel button to the Timesheet Entry screen. | ATR-9840 | |
Atrieve Payroll | Timesheet Entry | Retention of cancel button on Time Sheet Entry screen even when data is entered. | ATR-10085 |
Resolved Issues
Product | Module/Program | Description | Reference | Idea Ref |
|---|---|---|---|---|
Atrieve Finance | Accounts Payable | Resolved issue with invoice delete, no longer throwing stop error on invoices with over 120 Journal Entries on a single invoice. | ATR-9494 | |
Atrieve Finance | Accounts Payable | Issue was that Re print cheques were showing oldest to newest, now the issue is resolved and showing newest to oldest. | ATR-10142 | |
Atrieve Finance | Accounts Payable | Resolved an issue with Batch Finalization: Actual Amount column is now adjusted to display - (minus sign) where applicable | ATR-10406 | |
Atrieve Finance | Accounts Receivable | Resolved stop error in Credit Note entry when LI-LITERAL line starts with L or R. | ATR-10107 | |
Atrieve Finance | Accounts Receivable | Resolved an issue with AR Batch Finalization: Clicking Reload button will now clear grid details and display cursor on Period field to let user type period. | ATR-10702 | |
Atrieve Finance | Accounts Receivable | Resolved an issue with Account Inquiry: Viewing printed Invoices of various Receivable Groups through Account Inquiry - Transaction Details button will now not display error. Appropriate Invoice Inquiry panel will be displayed. | ATR-10926 | |
Atrieve Finance | Accounts Receivable | Resolved an issue with Account Inquiry: Clicking GL Distribution button on Credit Inquiry page will now not display error (for latest Credit Note record in terms of Period, Batch Type name) | ATR-11127 | |
Atrieve Finance | Accounts Receivable | Resolved issue when two users are printing statements at the same time the session will no longer be hung up with blank white screen. | ATR-12890 | |
Atrieve Finance | Accounts Receivable | Issues observed on AR>Print Statements, amount was doubling up for customers. This issue is fixed now. | ATR-12775 | |
Atrieve Finance | Budget Entry | Resolved page breaking issue in Budget interface. | ATR-9458 | |
Atrieve Finance | Budget Planning System | Issue observed that, Under BPS clicking on "Cancel" button on Budget Forecast Interface Profile Delete screen displays record instead of taking user back to Budget Planning Main Menu screen. This issue is fixed now. | ATR-8237 | |
Atrieve Finance | Budget Planning System | Added ability to email UDR report in BPS. Reports are now correctly emailing. | ATR-10304 | |
Atrieve Finance | Budget Planning System | Resolved an issue with Create Transactions From Positions to have BP4 as default Batch Type Code and validation of field is now removed to allow entry type that have not been used in the current year | ATR-10514 | |
Atrieve Finance | Employee Expense Web | Issue observed that under My forms, few forms fields were crossing the outer border. This issue is fixed now. | ATR-10991 | |
Atrieve Finance | GL Maintenance | Resolved an issue with GL Addition: Creating Non existing GL record will now not display "Account Already exists in year xxxx" | ATR-6752 | |
Atrieve Finance | GL Maintenance | Resolved an issue with Mass Alias Update: When more than 20 combined GL and Alias levels are available, providing year and proceeding will now not display any error. User will be able to proceed with update process. | ATR-9692 | |
Atrieve Finance | GL Maintenance | Resolved issue with GL Selection criteria box not updating values once changed. | ATR-12572 | |
Atrieve Finance | Fixed Assets | Resolved issue with Asset Addition and Change: where Cos field would allow typing and accept 8 + period + 2 digits | ATR-9022 | |
Atrieve Finance | Invoice Entry | In Invoice Entry, added save and cancel buttons upon loading the FIA page. Previously, the buttons were only accessible after the user completed their entries by clearing the next line's vendor field and hitting enter. The user could not cancel if entered into FIA accidentally. The user can now cancel out if entering in accidentally and can save the grid by using the save button. | ATR-9257 | |
Atrieve Finance | Invoice Entry | Issue observed that on Invoice Inquiry screen, WCB Flag was getting disappeared After Viewing GL Detail. This issue is fixed now, WCB flag stays on Invoice inquiry screen, after viewing GL distribution page. | ATR-9713 | |
Atrieve Finance | Invoice Entry Web | Entering to misc vendors used to add two address lines if user profile 49 is set to N, now the issue got resolved and it will not add two address lines. | ATR-5445 | |
Atrieve Finance | Invoice Entry Web | Resolved an issue with IEW where user was not able to enter an Invoice Entry with closed Purchase Order. | ATR-5991 | |
Atrieve Finance | Invoice Entry Web | Resolved an issue with IEW - Web Invoice with Period where GL field was not accepting the value in lowercase. | ATR-8483 | |
Atrieve Finance | Invoice Entry Web | Resolved missing tasks due to copying and pasting text values with return in Reference field and other info in task displaying Invoice_Reference | ATR-12563 | |
Atrieve Finance | Journal Entry | Resolved issue with reversing journal entries over 1000 in Journal Entry Web. | DNET-6374 | |
Atrieve Finance | Purchasing | Corrected invoice entry to not allow invoicing against a purchase order using a batch in an earlier period than the last batch used to modify the purchase order. | ATR-4618 | |
Atrieve Finance | Purchasing | Resolved an issue with Receipt Changes: Loading PO_(which has a stock item that does not have a stock statistics record in the current year)_ will now display "Receipt Changes will update stock statistics. Stock item xxxx does not have statistics for year yyyy. Changes cannot be made" | ATR-9018 | |
Atrieve Finance | Purchasing | Issue resolved in Purchasing where the Lookup Icon for Maximum Vendor Purchase History was not visible. | ATR-9212 | |
Atrieve Finance | Purchasing | Enhanced Invoice Report(Invoice Inquiry) panel with below changes done:
| ATR-9350 | |
Atrieve Finance | Purchasing | Resolved an issue with Detail Purchase Order Entry popup(PO Entry): where lookup of Stock No field will accept 40 characters | ATR-9441 | |
Atrieve Finance | Purchasing | Resolved issue with PO Entry/Change/Copy: Legal Page/Terms will now be attached to the email when PO Workflow is enabled | ATR-9695 | |
Atrieve Finance | Purchasing | Default button on Enter Cheque Cleared Date pop up appearing on Enter Cleared Cheques screen was No. Same is now changed to Yes and same is highlighted in blue. Pressing Enter key triggers Yes button functionality. | ATR-10700 | |
Atrieve Finance | Purchasing Card | Resolved an issue with Purchase Card Interface: Clicking Next button will now
| ATR-10682 | |
Atrieve Finance | Purchasing Card | Resolved an issue with Purchase Card Interface: Email sent with pdf attachment or viewing pdf will now display all entries imported. | ATR-11132 | |
Atrieve Finance | Purchasing Card | Issue has been resolved where a user who has both the Location Reviewer permission and the Final Reviewer permission was not able to submit transactions for supervisor review. | DNET-6751 | |
Atrieve Finance | Purchasing Card | Resolved issue with Pcard: Logging in as cardholder, Submit for Supervisor Review button will now be enabled if required details are filled (with all 3 unique identifiers External ID, Partial Card and Full Card) | DNET-6739 | |
Atrieve Finance | Purchasing Card | Resolved following issue with Pcard: When moving 1 or multiple transactions to other assigned locations, transactions will now not be hidden. This is applied for cardholder with same card on different locations, cardholder with different cards on different location, cardholder with multiple cards on same location | DNET-6775 | |
Atrieve Finance | Purchasing Card | When user has below permissions: On Location Transaction page > Cardholder Summary page, if status is Submitted for Final Review then button Ready for Invoicing(enabled) will get displayed
| DNET-7020 | |
Atrieve Finance | Reporting | Resolved User Defined Export process to email .txt file as csv was causing incorrect column breaks. | ATR-10279 | |
Atrieve Finance | Report Writer (Finance) | Issue observed that error 403-Forbidden: Access is Denied was getting when clicking Select GL's in FRW - over 100 lines of selection criteria. This issue is fixed now. | ATR-2738 | |
Atrieve Finance | Report Writer (Finance) | Resolved issue in FRW with PO reporting with GL selection criteria and location security. | ATR-10003 | |
Atrieve Finance | T4A | T4a Print Format: T4a Print Format title will now get displayed on 2nd page | ATR-10668 | |
Atrieve Finance | Vendor Maintenance | Resolved an issue with Vendor Addition and Change: When there is no focus on any field, hitting Enter on 3rd tab will now trigger Save button. | ATR-9684 | |
Atrieve Finance | Vendor Maintenance | Issue observed that under user is not able to exit Finance>Vendor inquiry>Vendor Detail - All invoices page. This issue is fixed now. | ATR-9740 | |
Atrieve Finance | Vendor Maintenance | Issue observed that there was no way to email the export file generated by Vendors reports. This issue is resolved now, .TXT file gets downloaded and can be opened in excel. | ATR-10067 | |
Atrieve Global | Dashboard | Issue observed that Incorrect error message was getting displayed when user press shortcut key of "Save" button on Dashboard Assignment screen. Same is fixed now, shortcut key for "Save" button is changed to Alt+S and it is working as expected. | DNET-5247 | |
Atrieve Global | eForms/Document Storage | Issue was reported for eForm Products where text boxes won't accepting special characters such as apostrophes. Fixed is made on this as well as many screens. | ATR-5569 | |
Atrieve Global | eForms/Document Storage | Resolved an issue with Processed/Approved tasks: Documents attached to such tasks will no longer display Delete option | DNET-4657 | |
Atrieve Global | Report PDF | Resolved an issue that was intermittently causing a PDF creation to fail. | ATR-9027 | |
Atrieve Global | Report Writer | Fixed an issue where users would see a blank screen after importing reports, a report writer mail merge document, or eForms. Now, the user will see the confirmation screen with any import errors. | ATR-2731 | |
Atrieve Global | Report Writer | Resolved hot keys in Report Writer not working as expected and added tool tips. | ATR-4604 | |
Atrieve Global | Report Writer | Location and Position descriptions have been enhanced to allow valid special characters, that will also display as such in Report Writer. | ATR-4817, ATR-6009 | |
Atrieve Global | Security | Resolved issue with Adhoc Master List: Cut, Paste, Insert and Modify buttons are now clickable | ATR-10448 | |
Atrieve Global | Task Manager | Task Maintenance - issues were, Edit and Delete screens were not scrollable and Multiple checkboxes used be selected by default, now the issues are resolved, Edit and Delete screens are scrollable and multiple checkboxes are unselected by default | ATR-2729 | |
Atrieve Global | Task Manager | Fixed an issue where the redirect button in the popup window would not redirect to the new authorizer. | ATR-12351 | |
Atrieve Global | Task Manager | Issue observed in Security Builder Web Service that clicking on Task Manager Notification bell with zero notifications or with notification was displaying 404 error. This issue is fixed now, both task count and 404 navigation issue are fixed, clicking on bell icon is taking user to Task Manager screen. | DNET-4214 | |
Atrieve HR | Absence/Dispatch | Fixed an issue where absence or dispatches cancelled or shortened from the web portal were not reflected in the HR Audit File. | ATR-2752 | |
Atrieve HR | Absence/Dispatch | Extra Teacher absence tracking: Issue was that when pseudo employees for location to blank or N, Date range for View/Edit Absences was showing incorrect results, now issue got resolved and Pseudo Employees records for all the locations appear. | ATR-4649 | |
Atrieve HR | Absence/Dispatch | Issue observed that Absence Reason hyperlink was not displaying as a hyperlink under Enter Absence. Same is fixed now. | ATR-7524 | |
Atrieve HR | Absence/Dispatch | An improvement has been made In Atrieve, if an absence falls within the STAT, TEAC, or Non Instructional calendar, the information window will display all applicable days. | ATR-7755 | |
Atrieve HR | Absence/Dispatch | Issue observed that in ADW - user was not able to Click on Pseudo Employees' Names, it was appearing as blank. This issue is fixed now, able to see Pseudo Employees' Names on Enter Absence and View or Change screen. Clicking on them taking to enter an absence for them or view/change their absences. | ATR-10076 | |
Atrieve HR | Absence/Dispatch | Resolved following issues with Absence/Replacement Entry:
| ATR-11134 | |
Atrieve HR | Absence/Dispatch | Fixed an issue when cancelling an absence from the web portal, the replacing employee's name would appear with an extra comma and an issue where if there was no replacing employee, it would display no absent employee. | DNET-5607 | |
Atrieve HR | Absence/Dispatch | Incorrect working issue observed on View/Change Dispatch screen. Instead of Absent Employee, Replacing Employee was being displayed. This issue is fixed now. | DNET-5617 | |
Atrieve HR | Absence/Dispatch | When entering an absence on the web portal from a mobile device, we have ensured the start and end times are now fully visible and the AM/PM/Full/Reset labels are not stacking. | DNET-5646 | |
Atrieve HR | Automated Dispatch | Multiple Issues were observed with icon present on top right hand side corner of ADS Phone Number Profile screen. All issues are fixed now. | ATR-6624 | |
Atrieve HR | Automated Dispatch | Resolved an issue with ADS whereby the system will now successfully create a manual intervention record should a bad/invalid date be accepted rather than the system to generate an error and cease to callout. | ATR-8211 | |
Atrieve HR | Automated Dispatch | Issue observed that the ADS VMS Server program (hrvcs1) crashes when there was DIST professional days in the midst of a non-repeating schedule. This issue is fixed now, no crashing observed when tested with different scenarios. | ATR-10442 | |
Atrieve HR | Automated Dispatch | Issue was resolved whereby the system was calling already dispatched employees when the units were the same as the dispatch they were already in. Also resolved, a cancellation is created for the previously dispatched job if they employee accepts the new job opening. And a new find queue record is created for the previous dispatch as well, in order to find a new replacement. Already dispatched employees will not be called more than once if they refuse a job while they are in another dispatch. | ATR-11282 | |
Atrieve HR | Assignments | Issue observed that the user was able to edit subjects field which is part of Subject Information Inquiry screen within Assignment Inquiry resulting in frozen screen. This issue is fixed now, Subjects fields are now non editable on Subject Information Inquiry screen. | ATR-8351 | |
Atrieve HR | Assignments | Issue observed that in Atrieve Web HR - Future Absences, dispatches and Evaluations Warning Not Appearing on Assignment Changes screen. This issue is resolved now. | ATR-9929 | |
Atrieve HR | Assignments | Fixed an issue in HR Assignments where a default schedule would be added against an assignment after a user clicked the schedule tab, then clicked cancel. Now, if the user clicks cancel after clicking the schedule tab, no schedule will be created and the user will be returned to the main assignment screen. | ATR-10487 | |
Atrieve HR | Assignments | Issue observed that error message was getting displayed when changing the Position Code on Assignment Addition screen. This issue is fixed now, no error message is getting displayed, when Position Code is changed and saved. | ATR-10647 | |
Atrieve HR | Assignments | Fixed an issue in HR Assignments where saving a new schedule would close the assignment. Now, when saving a newly entered schedule, the user will be returned to the main assignment screen. | ATR-10698 | |
Atrieve HR | Assignments | The issue of the letter A defaulting into the Pay rate field when creating a new assignment, has been resolved. | ATR-12580 | |
Atrieve HR | Assignments | Issue observed that on Assignment Changes screen, under Schedule Tab, making Changes or Cancel displays "A" & "C" in Fields. This issue is fixed now. | ATR-12480 | |
Atrieve HR | Attendance Management | Issue observed that Weekly authorization email when selecting a single location reflects reminder for AMW daily review not weekly authorization. This issue is fixed of Daily and Weekly reviews. | ATR-7042 | |
Atrieve HR | Attendance Management | Issue observed that in AMS - Entries were not persisting after Addition or changes made. This issue is fixed now. | ATR-10420 | |
Atrieve HR | Attendance Management | Issue observed that on in AMS authorization ->selecting Another week was taking user to main screen, rather than allowing you to choose another week. This issue is fixed now, clicking on the Another week button, displays Over-Ride Location pop up. | ATR-10596 | |
Atrieve HR | Attendance Management | A bug has been resolved so that you are able to process more then one comment at a time, without getting stuck in a loop. | ATR-10669 | |
Atrieve HR | Attendance Management | Fixed an issue in Atrieve HR when in AMS (Absence/replacement screen) if a user selects the Another Week button, nothing happens and the user is kept on the screen. Users will now be taken back to the week ending date selection page when clicking on the Another Week button. | ATR-12499 | |
Atrieve HR | Certificates | Issue observed that clicking on "Cancel" button or using hot key was displaying warning message on Suspended Certificate Deletions screen. This issue is fixed now. | ATR-6834 | |
Atrieve HR | Costing/Interface | Issue observed that the user was unable to exit from the field Bank on the Absent Emp. Costing Maintenance Screen. This is fixed now. | ATR-7653 | |
Atrieve HR | Costing/Interface | Costing Modules: Issue was that If there are no Previous Selections, textbox used to disappear and now the issue got resolved and the fields will be greyed out. | ATR-8613 | |
Atrieve HR | Costing/Interface | Resolved an issue where the absence costing selection criteria was not producing expected results. | ATR-10952 | |
Atrieve HR | Costing/Interface | Issue observed that Absence/Replacement Costing - Trailing Comma in Pay Def Field was resulting in Rate error on costing report. This issue is fixed now, rates are displaying as expected. | ATR-10953 | |
Atrieve HR | Costing/Interface | Issue observed on Absence Costing report for Rate occurs if Pay Def field if (ABS) refer to pay def field is set to N. This issue is fixed now. | ATR-10954 | |
Atrieve HR | Costing/Interface | Fixed an issue where absence costing would give a rate error when profile also used for replacement costing using GRD in combination with MFR, OFR, GRID=, or OFL. | ATR-10966 | |
Atrieve HR | Database Maintenance | Issue observed that user was unable to access Seniority Code screen under HR Setup & Maintenance. This is fixed now. | ATR-6625 | |
Atrieve HR | Database Maintenance | Issue observed that Random tool tip was getting displayed on Location Database maintenance screens. This issue is fixed now. | ATR-6841 | |
Atrieve HR | Database Maintenance | Quick Entry Screen PIN and Security Fields enhanced to display in audit trail. | ATR-7074 | |
Atrieve HR | Database Maintenance | Issue observed that there was typo in lookup header displayed for Unique Id field on Field Skip/Force Status Additions screen. This is fixed now. | ATR-8729 | |
Atrieve HR | Database Maintenance | Issue observed that pressing enter key was not triggering primary button functionality on Action Code Deletions ( PS only) screen. This issue is fixed now. | ATR-8730 | |
Atrieve HR | Database Maintenance | There was no consistency with the naming convention for Non Instructional Calendar Menu. Same is fixed now. | ATR-8905 | |
Atrieve HR | Database Maintenance | User Specific Parameter Profile: Lookup on PRM Certificate Codes field was not accessible, now the issue got resolved and user is able to access without any issues | ATR-9741 | |
Atrieve HR | Database Maintenance | Issue observed that in atrieve web, fields were in wrong order on Form Initiation Code. This issue is fixed now. | ATR-10435 | |
Atrieve HR | Database Maintenance | Fixed an issue in HR where the enter key would not load an employee from the employee search if the employee lookup format was set to 5, 6, or 7 in the User Specific Parameters Profile. | ATR-10598 | |
Atrieve HR | Demographics | Removed the "starts with" and "contains" radio buttons from the Enhanced Employee Search and added text to indicate the search process will use contains clause for entered value as that is the only way the search can be performed. | ATR-3709 | |
Atrieve HR | Demographics | Issue observed that Employee number was not auto-populating during Demographic Record creation. This issue is fixed now. | ATR-8984 | |
Atrieve HR | Employee Maintenance | Issue observed that Sections headings were not aligned on Grievances maintenance screens. This issue is fixed now. | ATR-6836 | |
Atrieve HR | Employee Maintenance | Issue observed that a warning message was getting displayed on pressing enter key on Preference Deletions screen. This issue is fixed now. | ATR-6840 | |
Atrieve HR | Employee Maintenance | Issue observed that a blank screen was getting displayed on Emergency Contacts Additions screen. This issue is fixed now. | ATR-6920 | |
Atrieve HR | Employee Maintenance | Issue observed that other tabs were displaying as blank when user access Beneficiaries tab on Benefit Inquiry screen. This issue is fixed, able to see data in all tabs now. | ATR-6923 | |
Atrieve HR | Employee Maintenance | Issue observed that pressing enter key was displaying look up instead of taking user back to main screen on Employee/Dependent Benefits Inquiry. This issue is fixed now. | ATR-7783 | |
Atrieve HR | Hire Information | Issue observed that clicking on "Save" button displays warning message and then Name Entry pop up screen on Hire Information Additions screen. This issue is fixed now. | ATR-6716 | |
Atrieve HR | Job Posting | Issue observed that Search by buttons were missing on Job Posting Changes screen when user clicks on "Add/change" toggle button from Additions screen. This issue is fixed now. | ATR-6715 | |
Atrieve HR | Job Posting | Issue observed on Posting Changes Subject/Level screen. Clicking on Cancel button fill in with the position defaults. This issue is fixed now, focus now stays on Subject field. | ATR-6913 | |
Atrieve HR | Job Posting | Resolved an issue in Job Posting where the Position Code field was only accepting 7 of the 8 characters. | ATR-7049 | |
Atrieve HR | Job Posting | Resolved an issue with Job Posting when two postings were being created simultaneously, the second posting was not auto incrementing to the next number and saving. | ATR-10917 | |
Atrieve HR | Leave Management | Leave Management Absence Entry: When there is only single event, user will now be able to select the event and see details | ATR-4621 | |
Atrieve HR | Leave Management | Issue observed that focus does not go to next field when user select Leave Type from look up on Leave Additions screen. This is fixed now. | ATR-6710 | |
Atrieve HR | Leave Management | Issue observed that word PRM was present in error message displayed when user enters invalid customer number on Leave Additions screen. This is fixed now. | ATR-8891 | |
Atrieve HR | Leave Management | Issue observed that the buttons were not working as expected on Event Additions screen. Same is fixed now, clicking on "Cancel" is now exit the screen. Pressing Enter key and clicking on Save button when first field is blank also exit the screen. | ATR-9545 | |
Atrieve HR | Leave Management | Fixed an issue where if a leave authorizer changes the leave event from their approval section, the costing details will update with the new costing details. | ATR-11108 | |
Atrieve HR | Onboarding | Issue observed that no alert or message was getting displayed when a user defined renumbering button is in use and the employee is anything other then an AP number. This issue is resolved now, able to see the message. | ATR-2298 | |
Atrieve HR | Onboarding | Resolved an issue with Onboarding - EJP: When Send onboarding emails from this address field under WEB_EMPLOYEE_ADDITIONS tab and Send all web email from this address field under ALL tab
| DNET-6406 | |
Atrieve HR | Quick Entry | Issue observed that transitions from Quick Entry Screens was resulting in Skewed Pages. This issue is fixed now. | ATR-8822 | |
Atrieve HR | Reporting | The Storage Bank Balance Report will display information for employees that are current as of the TO date of the Absence/Assignment Date Range will be selected. Both the TO and From dates are used to select uninterfaced absences, but only the TO date is used for the assignment selection. | ATR-10451 | |
Atrieve HR | Seniority | Issue observed that on Employee Experience Additions - Employee Name and Look up field overlapped. This issue is fixed now. | ATR-6833 | |
Atrieve HR | Seniority | Enhanced the Accumulation of Shifts/Hours Update Process to allow to be run in a preliminary mode while still printing the dates on the employees' user defined field for seniority date. This can be done by changing the prompt on "Update Date" to 'R' for "Report Date Field - No Update". | ATR-8679 | |
Atrieve HR | Staffing Notification | Issue was that in SNS - When using the select button to look up employee and choose Notification nothing displays. This issue is fixed now. | ATR-8936 | |
Atrieve HR | Unavailability | Unavailability: Issue was that next button was not there below the grid, now the issue is resolved and next button appears below the grid. | DNET-5912 | |
Atrieve HR | Workboard | Emails and text messages from the Atrieve system for Workboard now support special characters. | ATR-4745 | |
Atrieve HR | Workboard | Issue was that Workboard jobs are showing to employees in P4 before it gets to the subgroup line they are in. This issue is fixed now, jobs are not getting displayed when search order definition is set to P3 or P4. | ATR-8893 | |
Atrieve HR | Workboard | Issue observed on Workboard that java error was getting displayed for already accepted absence when another user access the same. This issue is fixed now, based on the settings done in ADW tab under profile maintenance tabbed, message will be displayed to other user. If setting is blank then default message will get displayed otherwise customized message will get displayed. | DNET-5827 | |
Atrieve HR/Payroll | Schedule Entry Interface | Resolved an issue with the schedule matching process when the location codes were less than four characters. | ATR-7149 | |
Atrieve HR/Payroll | SNPS New | Resolved an issue where staffing notifications were not displaying in the SNPS New screen. | DNET-6184 | |
Atrieve HR/Payroll | SNPS New | SNPS will now retain filtering after the completion/change of status of notifications. | DNET-6458 | |
Atrieve HR/Payroll | SNPS New | In the Staffing Notification Processing Screen (SNPS), fixed an issue where date filters on start/end dates on Assignment/Salary History would not stay open and users could not type in dates. | DNET-6496 | |
Atrieve Payroll | Database Maintenance | Corrected page numbering on Payroll internal reports - Web Timesheet Category Maintenance, T4/T4A Forms Format Profile, TRF History Maintenance, Cross Payroll Deduction Limiting Profile, ROE Cross Reference Maintenance, PEBT Maintenance, Ontario HRIS Maintenance and DTE Maintenance | ATR-9493 | |
Atrieve Payroll | Database Maintenance | Adjusted processes throughout payroll to handle the new disk names that start with a dollar sign. When passed as a parameter this $ will cause an error. Temporarily replace the leading dollar sign to allow the process to function correctly. | ATR-11498 | |
Atrieve Payroll | Database Maintenance | Resolved the issue of an error occurring when running the Salary Grid/Payroll Update. | ATR-12602 | |
Atrieve Payroll | Employee Maintenance | Salary Grid/Payroll Update Process has been corrected to ensure that employee with ‘contract’ type function lines have the proper values placed on the individual employees Annual Contract recalculated amount. | ATR-9885 | |
Atrieve Payroll | Employee Maintenance | Payroll As Of Age/Salary Change - Issue was that Save Button used to take user to main menu, now Save button keeps the user on same screen | ATR-9913 | |
Atrieve Payroll | Employee Maintenance | Issue observed that in Atrieve Web, there was no button to manually turn on the pension override in Employee Maintenance screen. This issue is fixed now, under Employee Changes>Deduction, able to see "Pension Override" button when focus is in "Deduction Amount". Clicking on it, displaying "Pension Override is ON/OFF" at the bottom of the screen. | ATR-10380 | |
Atrieve Payroll | Pension | Resolved an issue in the Alberta Pension profile where changes to the field 'Alternate Teaching Days' was not saving. | ATR-9679 | |
Atrieve Payroll | Pension | Resolved an issue with Pension Credit Changes where clicking on edit icon twice was updating the Credit value to 1. | ATR-10151 | |
Atrieve Payroll | Pension | Pension Credit Report: Issue was that negative values were not displaying properly in the Excel report, now the issue is resolved and negative values and totals are displaying properly. | ATR-10287 | |
Atrieve Payroll | Reporting | Issue observed on Year To Date Payroll Register screen, where after selecting by list of salary grids, next fields were not functioning properly. This issue is fixed now. | ATR-10485 | |
Atrieve Payroll | Storage Bank | Resolved an issue with Special Deduction Storage Bank where the amount was getting accrued in storage bank instead of withdrawn if employee's storage bank is suspended | ATR-8867 | |
Atrieve Payroll | Timesheet Entry Web | Resolved as issue where the timesheet record with French accent character in the Position Name was not getting Authorized correctly. This works fine now. | ATR-4348 |