Release v08.03

Dateline: Roseville - April 2008

This release included 87 changes! Some were custom, but the majority (77) were for each and every one of you:

  • 31 changes to Finance
  • 43 changes to HR/Payroll
  • 3 changes to System

Quick Links

Here are some quick links for the release that went out earlier this week:

Summary of Major Enhancements

This release includes some impressive activity and report enhancements:

  • We have expanded the search for vendors with over a dozen new fields, including City, State, Zip, 1099, Garnish, Hold Payments, and date ranges for payments and requisitions. We also added a section for independent contractors.

  • The new Receiving Report (ReqPay13) will show all requisitions with outstanding receipts. Requisitions with any line items not fully received will be included. The report will display all line items for the requisition, regardless of the line items receiving status, including requisitions that have never been received.

    This will help purchasing and AP users to quickly find 'uncompleted' requisitions, excluding requisitions that are in the Open, Submitted, Denied, Complete or Cancelled status.

    The report can be sorted by received date, department or vendor. Report criteria include requisition range, requisition type, PO number range, receiving date range and more!

  • The new Employee Snapshot provides a comprehensive look at the employee record. It details the information found on each of the tabs of the employee record. The snapshot is accessed through the Employees activity AND as an integrated report (so you can report on more than one employee).



  • Introducing a User Report (System02)! Now you can run a report that shows all of a user's information, including user-based permissions. You can also create a list of users. Both sort options have lots of criteria to select: User Id, role, has permissions, login disabled, name, and department. This will be a great time-saver for system administrators.



  • The way you enter leave transactions has been improved to make it easier to use. The biggest change is that we have moved the transaction list to its own tab. The other big change has to do with the default leave type. You can still define a default leave type, but you don't have to. It is no longer a required field.

    If you choose to leave the default leave type blank, then when you create a new item, the leave type will default to same leave type as the previous transaction.

    Finally, regardless of whether or not you have defined a default leave type, when you copy a transaction, the leave type will copy as well.

  • Comments. Comments. Comments. It is so important to document your changes. So, we have added new comment fields to positions, position detail and payroll adjustments.