Ben Hendrickson

Managed reference numbers (an optional software bundle in Financial Management) has been incorporated into the Add Interfund Transfers process. This allows the next available number to automatically populate the screen (the number will be used for all entries in the … Read More

Managed reference numbers (an optional sofware bundle in Financial Management) has been incorporated into the Add Intrafund Transfers process. ??This allows the next available number to automatically populate the screen (the number will be used for all entries in the … Read More

The Expenditure Monthly Trends Report has been enhanced to include an option for Print Fund Totals Only. With this option, the report will list fund totals for Appropriations and Encumbrances; totals for each of the 14 fiscal months; and Percent … Read More

The Revenue Monthly Trends Report has been enhanced to include an option for Print Fund Totals Only. With this option, the report will list fund totals for Estimated Revenues; totals for each of the 14 fiscal months; and Percent Realized … Read More

For OpenRDA, the report process for changing employee deduction amounts in mass has been changed to allow ranging on job-related fields. Since deductions are at the personnel level (not at job level), care should be taken when using the job-related … Read More

Service Address has been added to the Define List used by the Work Order file.

The Reconcile Bank Statements report process has been modified to facilitate selection of Voided Checks. For voided checks to select, the Select Voided Checks must be on/checked, the check date must be within the Transaction Date range, and the checks … Read More

A new setup variable has been created for the Occupational Tax module so that overpayments can be applied to either Administrative Fee or to Tax (using Normal Dispersal Receipt Type) when receipts are entered. Previously, all overpayments were automatically going … Read More

The Businesses by Group Number report has been modified to allow the Description for the Business (from the business master) to be optionally included. This report is sorted by Charge Year, Group Number, and Business ID. Insurance companies can be … Read More

The process for reclassifying a receipt as revenue (or as a reduction to expense when the receipt is expenditure type) that was announced in July, 2013, has been enhanced to improve the user experience. Previously, the appropriate receivable code had … Read More

The Vendor Withholding Advice report has been modified so that ranging on pay identification uses lists (instead of an input fields). Only pay masters that have not been marked as historical will display in the lists. For records to select, … Read More

The various activity reports for expenditures, revenue, and balance sheet have been modified to allow ranging on Reference Identification (reference identification is populated during the report processes that create activity in Financial Management; for example, the reference identification for receipts … Read More