Atrieve 25.02.01
Release Notes Last Update: March 28, 2025
Remember to perform a browser cache refresh on your workstation after receiving the update to ensure optimal performance of new program functions.
New Features and Enhancements
Product | Module/Program | Description | Reference |
|---|---|---|---|
Atrieve Finance | |||
Atrieve Finance | Invoice Entry Web | In Invoice Entry Web, added a comma as a thousands separator in the total with taxes, tax total, and total without taxes fields. | ATR-23926 |
Atrieve Finance | Purchasing | The PCard program will now sync employee and location name changes. When an employee’s name changes or if a location name changes in HR, those changes will be reflected in PCard. | ATR-18281 |
Atrieve Finance | T4/T4A | In Atrieve Payroll and Finance, changed the T4 and T4A XML encoding to use ISO-8559-1 from UTF-8 to support French characters in fields like employee name without requiring manual adjustment to the encoding line of the XML file. | ATR-25320 |
Atrieve HR | |||
Atrieve HR | Attendance Management Web | Applied preferred name logic to Attendance Management Web when the Preferred Name profile is activated. | ATR-24635 |
Atrieve HR | Comment Maintenance | Comment Maintenance is now available for use without a Staffing Requisition license. The menu is available in Menu Builder. | ATR-18512 |
Atrieve HR | Government Reporting (Saskatchewan) | In Atrieve HR > EEP XML File Creation Process, added a prompt field for Division-Level Locations. When division-level locations related to assignments not at a school are specified here, those related records will be excluded per Ministry requirements from the WorkAssignment XML. They can be added to defaults by going to HR Setup & Maintenance > System Setup > Report Selection Criteria > Report: EEP XML, Report Code: EEP XML. Field Div Location(s). Please refer to the Key Enhancement Feature Sheet to see changes required to default prompt sets. | ATR-23739 |
Atrieve HR | Government Reporting (Saskatchewan) | In Atrieve HR, for the Saskatchewan Electronic Educator Profile, enhanced the PDF output to reflect the xml data, ensuring that users can easily interpret the contents of the xml file. Note that some columns were not included due to space restrictions; however, there is now an Excel output which was introduced to provide a comprehensive view of all XML data. This addition significantly improves user experience by allowing for straightforward data validation without the need to manually read through the XML file. | ATR-20795 |
Atrieve HR | My Info | Applied preferred name logic to the Phone Number change on behalf of someone else. Requires activation of Preferred Name profile. | ATR-24430 |
Atrieve HR | Onboarding | In Onboarding, made a change so that once the ‘Send’ button is clicked, the page is refreshed and Employee Number (where applicable) and Email Address fields are cleared. With rehire packages, the system will validate that the employee number being used is not already associated to an active token upon clicking ‘Send’. | ATR-25447 |
Atrieve HR | Schedule Entry Web | Applied preferred name logic to Schedule Entry - District employee search as well as the employee name visible in the Schedule Entry page header. Requires activation of Preferred Name profile. | ATR-24635. ATR-24430 |
Atrieve HR | Workboard | Applied preferred name logic to TOC and Casual Employee Selection section of entering Workboard on behalf of someone else. Requires activation of Preferred Name profile. | ATR-24430 |
Atrieve Global | |||
Atrieve Global | Document Storage and Scanning | Upgrade to Dynamic Web TWAIN v18.4.2, which includes a security patch. Note that the first time that a user attempts to scan a document after the release, they will be prompted to upgrade the software. The documentation from Dynamsoft also states that users might have to completely restart their browser, not just close the tab once the upgrade completes. | ATR-17842 |
Atrieve Global | Insights Dashboard | Data store queries were modified to limit the retrieved columns to only those necessary for supporting the associated application, such as Insights Power Tiles. This optimization improves performance and reduces resource usage. | ATR-25338 |
Atrieve Global | Performance Improvements | Performance improvements: For the purpose of optimizing tomcat heap memory, upgraded/tuned java garbage collection, disabled tomcat caching, upgraded to JDK 24. Please refer to the Key Enhancement Feature Sheet for more information. | ATR-25839 |
Atrieve Global | Profile Maintenance | In Profile Maintenance, removed obsolete profiles and merged all Requisition profiles to one tab (RQW). | ATR-7610 |
Atrieve Global | Report Writer | To enhance performance, we have removed the feature that allowed users to hover over a report name to view its usage details, such as the last run time. | ATR-25400 |
Atrieve Global | Report Writer | In HR Report Writer, when a user creates a report with fields from the TASK table (folder), the main table will default to TASK to ensure the best performance for the report. Previously, the main table defaulted to NAME_AND_SIN, resulting in the report taking a long time to process. | ATR-22084 |
Atrieve Global | Report Writer | In all Report Writers, if a date or timestamp field is prompted at run time, users will now be required to enter dates or timestamps before running the report. This change ensures the performance and stability of the program by preventing queries that search all records from the beginning of time to the end of time. | ATR-22090 |
Atrieve Global | Report Writer | In Report Writer, restyled the field selection page so that the full field name is visible within the data tables. | ATR-23920 |
Atrieve Global | Report Writer | Performance improvement: To address potential memory leaks in the Report Writer application, we have moved Report Writer out of Tomcat Heap memory. | ATR-26071 |
Atrieve Global | System Access/Security | Applicable to districts set up to use external authentication through Microsoft or Google. Added a new menu program to reset an employee’s third-party authentication credentials, as needed, such as after a name change. The new menu can be added through Menu Builder and provided to appropriate HR or IT users. The menu can be found under Tools > Security & Setup > Authentication Reset. When an employee’s credentials are reset, the employee will be prompted to enter new credentials the next time they sign in to the portal. | ATR-24772 |
Atrieve Global | System Access/Security | In the Activity Audit for Menu Builder, corrected an issue where delete actions were not displaying the correct employee who made the deletion. | ATR-24274 |
Atrieve Global | System Access/Security | Moved the Authentication Service tables into the SQL Data Store to improve performance across the web portal. | ATR-25332 |
Atrieve Global | System Access/Security | Upgraded third party libraries for menu service. | ATR-24087 |
Atrieve Payroll | |||
Atrieve Payroll | Pension (Alberta Teachers) | In Atrieve Payroll, for Alberta customers, we modified the ATRF History Extract to ensure the Operational Days per Month and Days Per Year prints in the Contribution record. This change came as a result of testing of ATRF’s new reporting system and will not have an adverse impact to those still using the old reporting system. | ATR-26830 |
Atrieve Payroll | T4/T4A | In Atrieve Payroll and Finance, changed the T4 and T4A XML encoding to use ISO-8559-1 from UTF-8 to support French characters in fields like employee name without requiring manual adjustment to the encoding line of the XML file. | ATR-25320 |
Atrieve Payroll | Timesheet Entry Web | Added Preferred Name to Timesheet Entry pages when the Preferred Name profile is activated. | ATR-19997 |
Resolved Issues
Product | Module/Program | Description | Reference |
|---|---|---|---|
Atrieve Finance | |||
Atrieve Finance | Accounts Payable | Resolved an issue in Atrieve Finance where Tax Vendor was not visible from Invoice Inquiry. | ATR-23623 |
Atrieve Finance | Accounts Payable | In Atrieve Finance - resolved an issue with Online Cheques where users could not pay against anything after line 999. | ATR-17881 |
Atrieve Finance | Accounts Receivable | In Accounts Receivable, resolved an issue in Account Inquiry where some transactions would not be visible when there was a large amount of GL distribution lines on a receipt. | ATR-21151 |
Atrieve Finance | Accounts Receivable | In Accounts Receivable, resolved an issue in Account Inquiry where some transactions would not be visible when there was a large amount of GL distribution lines on a receipt. | ATR-21151 |
Atrieve Finance | Invoice Entry Web | Resolved an issue in Invoice Entry Web and Employee Expense where an error would be displayed when trying to approve an invoice with a subledger on the GL. Both programs now accept subledgers. | ATR-18368 |
Atrieve Finance | Invoice Entry Web | In Invoice Entry Web, resolved an issue where users were getting an error when approving an invoice that was closing a PO where lines were added to the requisition after the requisition was already created. | ATR-18369 |
Atrieve Finance | Invoice Entry Web | Resolved an issue in Invoice Entry Web where the form had allowed for more characters in the Miscellaneous Vendor address fields than allowable to pass through to Atrieve Web. | ATR-24607 |
Atrieve Finance | Journal Entry Web | In Journal Entry Web, resolved an issue where some users were receiving an error indicating Unable to retrieve Workflow status for token. | ATR-26174 |
Atrieve Finance | Journal Entry Web | Resolved an issue with Workflow Designer - Journal Entry, where the permission assigned under the Notifications tab for a Transition was not displaying upon reopening the transition or after saving and publishing. | ATR-19686 |
Atrieve Finance | Journal Entry Web | Resolved an issue in Journal Entry Web where the ‘Last Updated By’ column on the Activity page would appear blank. | ATR-25700 |
Atrieve Finance | Purchasing Card | Purchasing Cards error ‘Location Security Restriction sorry your location security restricts you from viewing locations in this statement’ has been resolved. | ATR-18382 |
Atrieve Finance | Purchasing Card | In PCard, adjusted the logic on the “My Transactions” page to limit the transactions to the selected card (assignment) and location. | ATR-24853 |
Atrieve Finance | Report Writer | In Finance Report Writer (New), resolved an issue where users could not click the budget manger hyperlink from the corresponding field on a given report. | ATR-25966 |
Atrieve Finance | Report Writer | Resolved an issue in Finance Report Writer (New) where Link to Uploaded Docs fields did not work. | ATR-25967 |
Atrieve Finance | T4/T4A | In Atrieve Payroll and Finance, adjusted the hard-coded data inserted into the Submission reference identification<sbmt_ref_id> field. The field will no longer contain non-alphanumeric characters such as an underscore. Non-alphanumeric characters are deemed by the Canada Revenue Agency as invalid in this field. | ATR-25326 |
Atrieve Finance | T4/T4A | In Atrieve Finance, resolved an issue in the T4A Register Maintenance Report where the amount field was not large enough to accommodate the size of the data and would add %% signs and dropped decimals. | ATR-25492 |
Atrieve Finance | T4/T4A | Resolved an issue in Atrieve Finance where the T4A export to email showed to come from the logged-in user, causing potential issues related to spoofing and the email not being delivered. The email with the T4A export will now show as from no-reply@atrieveerp.com. | ATR-25794 |
Atrieve Global | |||
Atrieve Global | Insights Dashboard | On the Insights Dashboard, we resolved an issue where the # character could not be used in the Custom Links as the custom link name. | ATR-24886 |
Atrieve Global | Report Writer | Fixed a bug in the new Report Writer (New) where the page would display a "No Permission" error after being idle for approximately 50 minutes. | ATR-25787 |
Atrieve Global | System Access/Security | When using “Sign in with Microsoft” a short time after logging out will no longer present a 404 error. | ATR-23821 |
Atrieve Global | System Access/Security | The issue where the audit trail incorrectly showed a different employee removing temporary access when a new hire submitted their onboarding package has been fixed, ensuring accurate tracking of role-based security changes. | ATR-25196 |
Atrieve Global | System Access/Security | Added links to the Global Privacy Policy and the Terms of Use on the web portal support page. | ATR-25885 |
Atrieve Global | System Access/Security | Audit Log Viewer error ‘404 - File or directory not found.’ has been resolved. | ATR-18386 |
Atrieve Global | System Access/Security | Resolved an issue where unwanted logout entries will now be not recorded, only actual logout entries will be recorded. | ATR-23864 |
Atrieve HR | |||
Atrieve HR | Absence/Dispatch | In Atrieve HR, resolved an issue where the Substitute/Casual Call Out Report (Name Recording) was producing a blank excel file. | ATR-23208 |
Atrieve HR | Absence/Dispatch | In Absence Entry, resolved an issue where some administrator functionality was not available when logging an absence for someone else when user was set up in Profile Maintenance: ADW Tab - List by employee number having access to enter for all users. | ATR-25363 |
Atrieve HR | Absence/Dispatch | In Absence Entry, resolved an issue where the system would not always give warnings about entering an absence on a day that had a location-based PD. | ATR-22639 |
Atrieve HR | Absence/Dispatch | On the Absences View or Change screen, resolved an issue where the location column did not display when profile for “Only display absences for Pseudo Employees for location selected (Y/N)” is set to N. | ATR-24239 |
Atrieve HR | Absence/Dispatch | In Atrieve HR, resolved an issue in the Accumulation of Shifts Report where the report would not produce expected results when selecting on dispatch position. | ATR-25581 |
Atrieve HR | Absence/Dispatch | Resolved an issue in the Automated Dispatch System where the message for the replacement left by the absent employee was not being read. | ATR-26805 |
Atrieve HR | Demographics | In Atrieve HR, removed the non-functional excel button on the Terminated Employee Report. | ATR-23181 |
Atrieve HR | Report Writer | In HR Report Writer (New), resolved an issue where reports would not run if fields from Absences and Dispatches were combined with eForm fields. | ATR-26078 |
Atrieve Payroll | |||
Atrieve Payroll | Deductions | In Atrieve Payroll, the system can now be configured to include EI Rebate into WCB eligible earnings. The WCB deduction must be included in the User Specific Parameters Profile Field “allow benefit eligible”. On the WCB deduction code, the EI Rebate can be defined to be included as Eligible Earnings during the payroll stream calculation of WCB by adding the EI Rebate to the Deduction Include list. For this purpose, the WCB must be a Group 5 Type 1 and defined under the Cross Payroll Limiting Profile as category WCB. The WCB Recalculation Adjustment program has been updated to pick up applicable EI Rebate changes to WCB eligible earnings against any updated pay periods year to date in 2025. For more information, refer to the updated help guide. | ATR-14965 |
Atrieve Payroll | Deductions | In Atrieve Payroll, we resolved an issue where incorrect values were carried over during special pay runs for employees who had reached their first CPP ceiling. The payroll stream calculation has been adjusted to accurately report the new CPP2 amount for both initial and secondary pay runs. Additionally, CPP2 will now be displayed in the Deduction Register for both regular and special pay runs, allowing for easy identification during the pay run and after it has been updated. | ATR-25235 |
Atrieve Payroll | Payroll Employee Reporting | In Atrieve Payroll, resolved an issue in the Employee Deduction History Report where the total line for the last deduction code listed did not display. | ATR-23774 |
Atrieve Payroll | Report Writer | Added FED_EXEMPT_AMT and PROV_EXEMPT_AMT fields to the cross payroll report writer (warehouse). | ATR-19278 |
Atrieve Payroll | Staffing Notification Processing | On the Staffing Notification Processing Screen - Print View - adjusted the size of the comment box space to ensure the full comment would print. | ATR-23165 |
Atrieve Payroll | Storage Banks | In Atrieve Payroll, resolve an issue where storage bank history could not be viewed from any storage bank adjustment screen. | ATR-23656 |
Atrieve Payroll | T4/T4A | In Atrieve Payroll and Finance, adjusted the hard-coded data inserted into the Submission reference identification<sbmt_ref_id> field. The field will no longer contain non-alphanumeric characters such as an underscore. Non-alphanumeric characters are deemed by the Canada Revenue Agency as invalid in this field. | ATR-25326 |
Atrieve Payroll | T4/T4A | In Atrieve Payroll, resolved an issue in T4 Box 45 (Dental) where terminated employees with termination dates prior to December 31 were not reporting with Code 1. | ATR-25464 |
Atrieve Payroll | T4/T4A | In Atrieve Payroll, resolved an issue in T4 Statement Maintenance where the Employer EI field would not allow more than 3 characters. The field now correctly allows users to enter up to 7 characters. | ATR-25398 |
Atrieve Payroll | Timesheet Entry Web | Resolved an issue with Time Sheet Entry - District where clicking cancel button on ‘Do you want to load default values from the previous week’ popup was clearing timesheet existing values. | ATR-23529 |