Atrieve 23.02.10
Release Notes Last Update: May 28, 2024
Remember to perform a browser cache refresh on your workstation after receiving the update to ensure optimal performance of new program functions.
Ontario Specific SBCI Compliance & Partial 24.01.01 Release
New Features and Enhancements
Product | Module/Program | Description | Reference | Idea Ref |
Atrieve Finance | ||||
Atrieve Finance | Database Maintenance | In Atrieve HR / Finance, added a Copy button to Form Initiation Code Inquiry to allow users to copy an entire form initiation code without having to create one from scratch. | ATR-16759 | |
Atrieve Finance | GL Maintenance | In Atrieve Finance, added an Excel output to the General Ledger Chart of Accounts Report. | ATR-11608 | |
Atrieve HR | ||||
Atrieve HR | Absences/Dispatches | ATR-11032 | ||
Atrieve HR | Absences/Dispatches | ATR-11042 | ||
Atrieve HR | Absences/Dispatches | ATR-13823 | ||
Atrieve HR | Auditing | In Atrieve HR, changes to any screen control profile can be audited by entering “PR:SCR CTL” in the employee selection field of the Audit File Report. | ATR-17084 | |
Atrieve HR | Auditing | In Atrieve HR, added auditing for the Employee Location Mass Update Process. | ATR-17174 | |
Atrieve HR | Auditing | In Atrieve HR, enhanced the employee lookup in the Audit File Report to include a list lookup for database tables and profiles. | ATR-17216 | |
Atrieve HR | Database Maintenance | In Atrieve HR / Finance, added a Copy button to Form Initiation Code Inquiry to allow users to copy an entire form initiation code without having to create one from scratch. | ATR-16759 | |
Atrieve HR | Database Maintenance | In Atrieve HR / Finance, added a Copy button to Routing Code Inquiry to allow users to copy an entire routing code without having to create one from scratch. | ATR-16765 | |
Atrieve HR | Database Maintenance | In Atrieve HR, added auditing for absence code status changes. | ATR-17001 | |
Atrieve HR | Database Maintenance | In Atrieve E-Form routing codes, added functionality to allow users to copy and paste lines within a routing code, including conditional routing details. | ATR-17360 | |
Atrieve HR | Database Maintenance | In Atrieve HR, Absence Code Inquiry now has a Copy button. The Copy button can be used to create a absence code by copying an existing one. The system will prompt the user for an absence code, description, and numeric absence code (used for Automated Dispatching). The copy will copy all fields, including payroll data. | ATR-17496 | |
Atrieve HR | Database Maintenance | In Atrieve HR, Leave Code Inquiry now has a Copy button. The Copy button can be used to create a new leave code by copying an existing one. The system will prompt the user for an absence code that doesn’t already have a leave code. The system can only copy leave codes where the absence key is the same (if copying a leave code where the absence key is “category”, the user must choose an absence code where the absence key is also “category”). | ATR-17502 | |
Atrieve HR | Employee Maintenance | ATR-14585 | ||
Atrieve HR | Job Posting | In Atrieve HR, added auditing for additions, changes, and deletions of applications via Job Posting/Vacancy > Applications. | ATR-17198 | |
Atrieve Payroll | ||||
Atrieve Payroll | Database Maintenance | In Atrieve Payroll, we added CPP2 Maximum Contributions field to Provincial Tax Parameters (Payroll System Maintenance > Payroll Database Maintenance > Provincial Tax Parameters). Districts must ensure they have this set to 188.00 for 2024. | ATR-19925 | |
Atrieve Payroll | Employee Maintenance | Updated the Salary Grid Increment by Storage Bank to include prompts to update a specified range of grids. | ATR-15507 | |
Atrieve Payroll | Employee Maintenance | In Atrieve Payroll, when running salary grid increment processes in report mode, users can now run the HR update in preliminary as well. | ATR-16086 | |
Atrieve Payroll | Employee Reporting | In Atrieve Payroll, added Excel output to Invalid SIN/Birth Date Report. | ATR-11446 | |
Atrieve Payroll | Employee Reporting | In Atrieve Payroll, added Excel output to the Employee Master Contract Report. | ATR-11476 | |
Atrieve Payroll | Employee Reporting | For Teacher ROE’s, the system will ensure that the Final Pay End Date matches the Last Day Paid. | ATR-13829 | |
Atrieve Payroll | Employee Reporting | In Atrieve Payroll, added Occupation Code Description to the Excel output of the Payroll Master Report. | ATR-17900 | |
Atrieve Payroll | Employee Reporting | In Atrieve Payroll, the CPP2 calculation has been added to the Payroll Projection Run program. | ATR-19752 | |
Atrieve Payroll | Government Reporting | Ontario-Specific. Reversed the sort order of the OnSIS Submission Period Lookups where they exist in the system so that they are in descending order (newest to oldest period). | ATR-17575 | |
Atrieve Payroll | Government Reporting | In Atrieve Payroll, the Pier Report will incorporate CPP2 calculations as of 2024 reporting periods. | ATR-19758 | |
Atrieve Payroll | Payroll Process | In Atrieve Payroll, the payroll stream can only run to disk or to archive output to avoid performance issues when running to email or a printer. | ATR-16187 | |
Atrieve Payroll | Payroll Process | In Atrieve Payroll, when running the Payroll Update, we’ve added the payroll description in bold to the top of the screen to remind the user which payroll they are in, as to avoid running the payroll update in the wrong payroll. | ATR-17599 | |
Atrieve Payroll | Payroll Process | In Atrieve Payroll, a new dedicated batch queue for Pay Statements has been introduced specifically designed for our hosted customers. These changes ensure optimal system performance and streamline critical payroll processes.
| ATR-17767 | |
Atrieve Payroll | T4/T4A | Added Box 45 to T4 Summary and Final Reporting in Excel. | ATR-19687 | |
Atrieve Payroll | Timesheet Maintenance | ATR-11535 | ||
Atrieve Payroll | Benefits | In Atrieve Payroll, added the Sick Leave Top-Up Data for Permanent Employees to the Ontario SBCI Extract Process. | ATR-19506, ATR-20920 | |
Atrieve Payroll | Benefits | In Atrieve Payroll, added a profile to define the Ontario SBCI Extract Processes. This is found under Payroll > Benefits > Ontario Benefits > Ontario SBCI Extract Profile. | ATR-19573 | |
Atrieve Payroll | Benefits | In Atrieve Payroll, added the Sick Leave Top-Up Data for LTO to the Ontario SBCI Extract Process. | ATR-19524 | |
Atrieve Payroll | Benefits | In Atrieve Payroll, added the Absence Data for Permanent employees to the Ontario SBCI Extract Process. | ATR-19512 | |
Atrieve Payroll | Benefits | In Atrieve Payroll, added the Absence Data for LTO employees to the Ontario SBCI Extract Process. | ATR-19530 | |
Atrieve Payroll | Benefits | In Atrieve Payroll, added the Absence Code Data to the Ontario SBCI Extract Process. | ATR-19515 | |
Resolved Issues
Product | Module/Program | Description | Reference |
Atrieve Finance | |||
Atrieve Finance | Accounts Payable | Issue was on Invoice Deletion screen, where user was not able to delete the invoice. This issue is fixed, able to see both the "Is this foreign exchange" and "Are you sure you want to delete" dialogs after clicking on Delete button. | ATR-17094 |
Atrieve Finance | Accounts Payable | Issue was on Accounts payable preliminary register where after APR changes, user was not able to re-submit the APR again for approval. This issue is fixed now. | ATR-17393 |
Atrieve Finance | Accounts Payable | Issue was on cheque cancellation screen, where user had to page thru all invoices prior to allowing them to cancel a cheque. This issue is fixed now, buttons are always available on footer. | ATR-14606 |
Atrieve Finance | Accounts Receivable | Issue was on Invoice addition screen where count of attachments was incorrect when an new invoice was created using deleted invoice number. This issue is fixed now. | ATR-8693 |
Atrieve Finance | Accounts Receivable | In Accounts Receivable, resolved an issue where users would get an error message in Account Inquiry when clicking the Customer button. The button now correctly loads the Customer File Inquiry. | ATR-15514 |
Atrieve Finance | Accounts Receivable | Issue was in Invoice Addition where, incorrectly pre-assigning a Register number when the invoice was originally created. This issue is fixed now. | ATR-16176 |
Atrieve Finance | Accounts Receivable | Issue was on Cash Receipt interface screen, where “Enter Your Bypass Password” dialog was not getting displayed. This issue is fixed now. | ATR-16220 |
Atrieve Finance | Accounts Receivable | Issue was on Batch Balance report where wrong customer name was getting displayed for cancelled receipts. This issue is fixed now. | ATR-16841 |
Atrieve Finance | Accounts Receivable | Issue was on Batch Balance report where error message was getting displayed for Misc customer which included the text "Can-" anywhere in the description. This issue is fixed now. | ATR-17374 |
Atrieve Finance | Accounts Receivable | Issue was on Batch balance report where entries were missing for MISC customer. This issue is fixed now. | ATR-17574 |
Atrieve Finance | Accounts Receivable | Issue was observed on Cash receipt entry screen where on Print/Email Output Settings page, a default address was getting displayed in “Email To” field for a MISC customer. Also Update Email Address On Customer? prompt was getting displayed for MISC customer. Both these issues are fixed. | ATR-17897 |
Atrieve Finance | Accounts Receivable | Issue was on Credit Note Entry screen, where incorrect interest was getting displayed due to invoice Description overflowing into Interest field. This issue is fixed now. | ATR-19201 |
Atrieve Finance | Budget Planning System | Issue observed was on BPS Position inquiry screen, where amounts of 100,000.00 or larger was getting splitted. This issue is fixed now. | ATR-17215 |
Atrieve Finance | Database Maintenance | Correct tooltip updated for the Delete button on database options. | ATR-14033 |
Atrieve Finance | Document Storage & Scanning | Resolved an issue with Invoice Changes - Closed Invoices where, scanned document was not getting displayed after save. | ATR-18420 |
Atrieve Finance | Fixed Assets | Issue was on asset addition and changes page where the dollar amount maximum values on Depreciation page was not maximum. This issue is fixed now. | ATR-17204 |
Atrieve Finance | General Ledger | Issue was on GST/ HST Payment Recovery screen, where line “G/L Accounts Receivable Balance” was visible in report. This issue is fixed now, line “G/L Accounts Receivable Balance” is removed. | ATR-12440 |
Atrieve Finance | General Ledger | Issue was on GL inquiry screen, where icon linking back to receipt was not getting displayed. This issue is fixed now. | ATR-15328 |
Atrieve Finance | General Ledger | Issue was on GL Inquiry screen where incorrect total commitments were getting displayed. This issue is fixed now. | ATR-17331 |
Atrieve Finance | Government Reporting | Issue was on Statement of Financial Information (SOFI)>Payroll Data collection screen, accessing the same was displaying host screen. This issue is fixed now, standard screen is getting displayed and able to enter up to 25 Taxable Benefit codes, error message “Maximum Codes Entered” is getting displayed when try to enter 26th code. | ATR-17323 |
Atrieve Finance | Invoice Entry | In Atrieve Finance - Invoice Delete, the issue was on the Detail Line Viewing Page where there was no button available to navigate back to the previous screen. Pressing the Enter key resulted in deleting the invoice. The issue is fixed now, The Cancel button has been added to the Detail Line Viewing page and navigates to the previous screen when clicked. Pressing the Enter key will navigate back to the previous screen. | ATR-15081 |
Atrieve Finance | Invoice Entry | In Atrieve Finance, resolved an issue where users could not close a warning pop-up after trying to suspend a paid invoice. | ATR-15414 |
Atrieve Finance | Invoice Entry | Resolved issue In invoice inquiry and vendor inquiry viewing invoices. Some IEW and EEW tasks are currently not displaying attachments or an expense button. Users are unable to view the attachments or expenses associated with the tasks. This has been caused by transferring Invoices to a different vendor. | ATR-19829 |
Atrieve Finance | Journal Entry | The issue was on the Journal Entry Maintenance page, Recurring Journal Entries disappear after making an illegal exit of the window. The issue is fixed now, the Journal Entries are displaying on the page after making an illegal exit of the window. | ATR-19164 |
Atrieve Finance | Invoice Entry | In Atrieve Finance, resolved an issue where the system would change amounts from 0’s to 1’s during invoice entry against a purchase order. | ATR-16174 |
Atrieve Finance | Invoice Entry | Issues was on Invoice entry screen, where when Fast Mode is ON and user use self assessed pst and save the invoice then on main page same vendor is not loaded. This issue is resolved now. | ATR-16455 |
Atrieve Finance | Purchasing | In Atrieve Finance, resolved an issue where PO’s with over 99 lines could not be viewed in PO Inquiry and resolved an issue where users could not invoice against PO’s over 99 lines. | ATR-14238 |
Atrieve Finance | Purchasing | Issue was on Buyer processing screen, where user was allowed to Insert new lines onto an existing requisition of 96 lines and error message was getting displayed when converting to PO. This issue is fixed now, error message “No more lines can be added to this requisition” is getting displayed on Buyer Processing screen when user try to insert more than 96 lines. | ATR-16817 |
Atrieve Finance | Purchasing | The issue was on PO inquiry screen where for Purchase Orders that were converted from requisitions the program was accidentally clearing the Commitment label with Commitment amount and also "Requisition No" field that only displays on Purchase Orders that are created from Requisitions was missed when the HTML5 screen was created. Both of these issues are fixed now. | ATR-16957 |
Atrieve Finance | Purchasing | Issue was on PO Inquiry report where second decimal place was not visible. This issue is fixed now. | ATR-17375 |
Atrieve Finance | Reporting | In Atrieve Finance, resolved an issue in User Defined Reports (UDR) where the enter key did not work to take the user to the GL selection criteria page. | ATR-17339 |
Atrieve Finance | T4/T4A | Issues were there on T4A Footnote Code deletions screen where tooltip was incorrect, buttons were displaying incorrectly, no primary button on screen. All these issues are fixed now. | ATR-14032 |
Atrieve Global | |||
Atrieve Global | Security Management | In Security Management System, resolved an issue with tailored menus using Dispatch Additions, Changes, Deletions, Inquiry. These menus can now be assigned to users' tailored menus. | ATR-17367 |
Atrieve HR | |||
Atrieve HR | Absence/Dispatch | Issue was on Replacement Employee Availability Report where warning message was getting displayed after report gets downloaded using Excel button. This issue is fixed now. | ATR-8424 |
Atrieve HR | Absence/Dispatch | Issue was on Phase Four Report where employee belongs to other phase was appearing in report and also report was not displaying the correct status when ran by choosing Active and Inactive employee. Both issues are fixed now. | ATR-17386 |
Atrieve HR | Absence/Dispatch | In Atrieve HR, resolved an issue in Absence/Dispatch Changes where the user could not navigate away from the page by using the left-hand navigation menu when the record had a comment for the replacement employee. | ATR-17896 |
Atrieve HR | Automated Dispatching | In Atrieve HR, resolved an issue where the Automated Dispatch System (ADS) would crash when a very large dispatch (e.g. 6 months) resulted in a manual intervention and the manual interventions were configured to be emailed to the location email addresses. | ATR-19143 |
Atrieve HR | Database Maintenance | Issue was on Dispatch Search Parameter Changes screen, user was not able to access the first field on page two or page three. This issue is resolved now. | ATR-16931 |
Atrieve HR | Database Maintenance | Issue was on Location database option, where changing the Location’s Numeric Sequence field and saving the same was displaying error messages. This issue is fixed now, no error message is appearing. | ATR-17423 |
Atrieve HR | Database Maintenance | Issue was on Employee PIN additions and changes screen where toggle button was missing. This issue is fixed now, the toggle is only visible before the employee is loaded and is removed once the employee is loaded. | ATR-19223 |
Atrieve HR | Database Maintenance | Issue observed was on Interval Type Code Inquiry screen, where user was not able to switch to addition screen. This issue is fixed now. | ATR-19276 |
Atrieve HR | Database Maintenance | Issue was on Routing Authorizer Codes screen, when attempting to change the Employee by selecting the search icon next to the Employee field under Employee Calculation Method, the screen appears distorted and searching for an employee is not possible. The expected behavior is that users should be able to search by name without any display issues. This issue is fixed now. | ATR-19724 |
Atrieve HR | Employee Maintenance | The issue was on the Action Details Additions and Actions Details Changes screens where the toggle button was missing. This issue is fixed now, the toggle is only visible before the employee is loaded and is removed once the employee is loaded. | ATR-19224 |
Atrieve HR | Employee Maintenance | Issue observed on Action Detail Addition screen, where error message was getting displayed after modifying Action Date. This issue is fixed now. | ATR-19277 |
Atrieve HR | Employee Maintenance | In Atrieve HR, resolved an issue in the Employee Demographics Report where the report would produce blank results when any selection criteria was applied. | ATR-19286 |
Atrieve HR | Interface to Payroll | In Atrieve HR, added usability improvements to the absent employee and replacement employee costing maintenance modules, specifically around the suspend or interface column. The header of the column now displays a legend to show the user that a “*” means suspend and “I” means interface. There are buttons in the field to insert the suspend or interface character. Users can still use their enter key to toggle between suspend status. There is help text at the bottom of the grid to remind users to use their arrow keys to move from field to field. | ATR-17082 |
Atrieve HR | Interface to Payroll | In Atrieve HR, resolved an issue in the absence costing report where the exception report was inserted partway through the error report. The reports now print in the correct order. | ATR-17083 |
Atrieve HR | Interface to Payroll | In Atrieve HR, resolved an issue in absence costing where the system could not convert hours to days as defined on the absence code when the absent employee had a rotating schedule. | ATR-17308 |
Job Posting | UI Issue was on Job Posting Additions screen when user access the same using "Add/change" toggle button from Changes screen. This issue is fixed now. | ATR-6714 | |
Atrieve Payroll | |||
Atrieve Payroll | Benefits | In Atrieve Payroll, resolved an issue in the Ontario One-Trust extract and maintenance where WSIB work status was incorrectly printing WS. The status now correctly prints WA. | ATR-19561 |
Atrieve Payroll | Database Maintenance | Issue was on User Specific Parameter Profile 'Page 4' fields Process Deduction Comparison and Pay Estimate Benefit Projection List where warning message was appearing when focus is on these fields. Also magnifying glass was not visible all the time. This issue is fixed now. | ATR-16936 |
Atrieve Payroll | Database Maintenance | Issue was on Storage bank Control database report which was including blank pages when opened with PDF. This issue is fixed now. | ATR-16945 |
Atrieve Payroll | Employee Maintenance | Resolved an issue in Atrieve Payroll that occurred when adding or changing a function line an error occurs preventing the user from exiting the GL Distribution screen after entering all required details. Despite entering 100% distribution with cost center and GL, attempting to save the changes results in the same screen being displayed again unnecessarily. The issue causes the creation of an incomplete function line and prohibits the user from simply hitting back and saving. | ATR-19646 |
Atrieve Payroll | Employee Maintenance | In Atrieve Payroll, resolved an issue where users could not change the GL in the Pay Estimate. | ATR-17788 |
Atrieve Payroll | GL Maintenance | Issue was on Detail GL Distribution Report - Excel output, where when GL descriptions have 2 or more dashes in the leading position, Excel was treating that as an erroneous formula and causes the description to display as #name?. This issue is fixed now, able to see "=" sign in front of the description and #NAME? error is no more visible. | ATR-17096 |
Atrieve Payroll | GL Maintenance | In Atrieve Payroll, resolved an issue in GL Adjustment Entry where users could not type a 14-character GL plus a sub-ledger. Users can now add a subledger onto their GL in this screen. | ATR-17345 |
Atrieve Payroll | Payroll Process | In Atrieve Payroll, resolved an issue in the Payroll Download File Process for Earning Statements where the employee number field was not accessible and users had to use the lookup icon to select an employee. | ATR-17341 |
Atrieve Payroll | Payroll Process | Issue was with payroll purge programs, error was getting displayed . All issues are fixed now. | ATR-17870 |
Atrieve Payroll | Payroll Process | In Atrieve Payroll, resolved an issue where record locking would not allow the the Selective DTE Timesheet Retro process to complete. | ATR-19227 |
Atrieve Payroll | Payroll Process | Resolved an issue with the new feature for Statement History Adjustments where even if a user had selected 'N' to never interface the adjustment, the entries had still been interfacing. Now if the user selects 'N', the entries will not interface. | ATR-19581 |
Atrieve Payroll | Salary Maintenance | Resolved an issue in the Payroll Salary Grid/Payroll Update Process where the report displayed the wrong grid if the employee had two function lines, including one with an override salary grid and the user did not omit override grids. The report was displaying the employee’s non-override grid, then printing “over ride salary grid - bypassed” next to it instead of displaying the override grid. The report now prints the override salary grid if not omitted from the report. | ATR-17831 |
Atrieve Payroll | Salary Maintenance | In Atrieve Payroll, for the Salary Grid Increment by Storage Bank, the system checks the current period from the Payroll System Master Profile and counts back six (6) months to determine whether a warning should be displayed to tell the user the period they selected is older than 6 months. This change adds validation to the current period check. If the system cannot find the current period defined in the payroll calendar, an error message will be displayed to advise the user that the system cannot complete the calculations based on the current period being invalid. This will happen when the master profile has been updated to a period in which the payroll user has not created in the payroll calendar yet. | ATR-17832 |
Atrieve Payroll | Salary Maintenance | Issue was on Teacher To TOC Salary Reconciliation report, where “Omit Terminated, On Leave, Both” prompt was considering employee status in Teach payroll instead of TOCS. This issue is fixed now. | ATR-19628 |
Atrieve Payroll | Storage Bank Maintenance | In Atrieve Payroll, resolved an issue when re-sorting storage bank history from Employee Inquiry and selecting a starting pay period (rather than leaving pay period blank) would change the opening and closing balances. The opening balance and closing balances are now exactly the same as they were when the page first loaded with pay period sorting in ascending order. | ATR-17797 |
Atrieve Payroll | Storage Bank Maintenance | In Atrieve Payroll, the storage bank history issue, where the history grid was not displaying fully in the Employee Changes when employees had a large amount of history, has been resolved. The transaction history now displays correctly without any missing data. In the Employee Inquiry and Storage Bank Inquiry, Pay Period Column Values are Sorted in descending Order by clicking the column header or clicking the page down to the end. | ATR-19125 |
Atrieve Payroll | Storage Bank Maintenance | In Atrieve Payroll, resolved an issue in Storage Bank Adjustments where an error would result after entering 99 adjustment lines and the user would be returned to the main menu without the adjustments saved. The system now advises of limit of 99 lines reached and will allow the user to save the adjustments. | ATR-19126 |
Atrieve Payroll | Storage Bank Maintenance | Issue observed on banks page where incorrect error was getting displayed when a period was entered in hours/days while adjusting a storage bank. This issue is fixed now, able to see expected error message. | ATR-19127 |
Atrieve Payroll | T4/T4A | In Atrieve Payroll, resolved an issue when calculating Box 45 (Dental) on T4’s where the system was not checking against pay periods against the deduction on the employee master. If employee did not have the defined deduction code as of the December 31 pay period should use the default code. | ATR-19092 |