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Release Notes Last Update: January 17, 2023
New Features and Enhancements
|
Product |
Module/Program |
Description |
Reference |
Idea Ref |
|---|---|---|---|---|
Atrieve Finance
|
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|
Atrieve Finance |
Journal Entry Web |
A performance issue observed in the Post routine occurs because the system redirects the user to the Search page after the post completes. The Search page can take seconds or minutes to load depending on the size of the batch. To resolve this issue you will no longer be redirected to the Search page after a journal entry batch is posted. Focus will remain on the same page and a confirmation message will be displayed with the posted batch information. Note that this change will be made in Create, Append and Reverse post processes. |
DNET-7801 |
|
|
Atrieve Finance |
PCard Web |
Districts are required to provide specific information to auditors including the approval path for transactions and the details around those transactions. To meet these requirements we have updated the existing PCard Activity page to include more detailed descriptions and a new column for transaction amount, which will provide a drill down to the cardholder summary page. |
DNET-7398 |
|
|
Atrieve Finance |
PCard Web |
The current PCard Setting for making the Description and Document Attachment required is currently only for the cardholder, any other user up-stream of the cardholder (location reviewer, supervisor, final reviewer) would not be prevented from proceeding even if the description is not updated or the receipt uploaded. The PCard Settings have been enhanced to enable the PCard Administer to make the Description or Document required for all users interacting with the transactions before they are able to proceed with submitting or finalizing. |
DNET-7857 |
|
|
Atrieve Finance |
PCard Web |
When the PCard Administer uploads a statement file and clicks continue from the mapping page, the system runs through a series of validations, for Vendors (if turned on), cardholders, and GLs. Once validations pass then the system creates the cardholder summaries. This entire process has taken a significant amount of time with large statement files. Performance improvements have been implemented for this process which drastically improves the time it takes to complete the validation step. |
DNET-7871 |
|
|
Atrieve Finance |
PCard Web |
Improvements have been made to the grid on the PCard Search page, including the addition of column filtering for all columns, the ability to export the contents to Excel, the column header GST Amount has been changed to Tax Amount, and added a new column for Vendor which displays after the Location column. |
DNET-7929 |
|
Resolved Issues
|
Product |
Module/Program |
Description |
Reference |
|---|---|---|---|
Atrieve Finance - Resolved
|
|||
|
Atrieve Finance |
PCard Web |
Resolved an issue where Location reviewers received an error message when navigating to the Transactions page indicating that they did not have permission to view the transactions at their assigned locations |
DNET-7991 |
|
Atrieve Finance |
PCard Web |
When the logged in user is both a Supervisor and a Location Reviewer the transaction page was not correctly displaying the transaction details for some of the cardholders (the details were blank). This issue has been resolved and the cardholders transaction details are now visible. |
DNET-8013 |
|
Atrieve Finance |
PCard Web |
Issue has been resolved where a user was able to enter and save an invalid sub-ledger account on the cardholder transaction details page. Now a warning is displayed and the user is prevented from saving the invalid account. |
DNET-8067 |
|
Atrieve Finance |
PCard Web |
When a cardholder is assigned to more than one location, the supervisor on the cardholder summary page was not displaying correctly when clicking the Load Supervisor button. This issue has been resolved. When the cardholder loads supervisors, they will see all of their supervisors for all assigned locations. Other reviewers, will see only the specific supervisor for the selected location. |
DNET-8086 |
|
Atrieve Finance |
Journal Entry Web |
A performance issue observed in the Post routine occurs because the system redirects the user to the Search page after the post completes. The Search page can take seconds or minutes to load depending on the size of the batch. To resolve this issue, you will no longer be redirected to the Search page after a journal entry batch is posted. Focus will remain on the same page and a confirmation message will be displayed with the posted batch information. Note that this change will be made in Create, Append and Reverse post processes. |
DNET-7801, DNET-7802, DNET-5372 |
|
Atrieve Finance |
Journal Entry Web |
Journal Entry web will now respect Batch Type Security added and display batches accordingly |
DNET-8415 |
Atrieve HR - Resolved
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|||
|
Atrieve HR |
Absence/Dispatch |
Issue observed during ADW Absence edit that if you edit someone else's absence via either administrator option in same session where absence is logged then the absence gets attached to the administrator. This issue is resolved now, after editing the absence the same stay with the original employee and not the administrator. |
ATR-14282 |