Release Notes:

July 1st, 2024

• UB > Bills not calculating consumption charges correctly - Fixes for a client with a special setting broke the consumption calculation for other users after July 1.
• Advanced Payroll > Payroll Control Center > Pay Cycles > Pay Cycles Date Magnifying glass > Added an Excel icon to export cycle history to Excel. 

May 8th, 2024

• Advanced Payroll - North Carolina state tax rates added. This is determined by the employee's address (State field).
• Utility Billing - The customers email, and text values have been added to the print list report.
• Utility Billing - Fixed an issue with adjustment bills not assigning the defaults correctly for additional garbage rates. 

 April 5th, 2024

• Advanced Payroll > Reports > Payroll Projections/Budgeting - Fixed some issues with report calculations. 
• On-prem - SendGrid is now available for emailing paystubs and purchase orders, need to use SendGrid if emailing purchase orders. If using SendGrid, a custom message can now be added when emailing paystubs.
• Cloud/Hosted - SBX now uses SendGrid for emailing paystubs and purchase orders. A custom message can now be added when emailing paystubs.
• 1099s - Non-Cloud users now have the Modern view for 1099s as it accommodates the FIRE export. When editing the Vendor from the 1099 program, the Modern Vendor Edit will also be displayed to show the additional fields required for the FIRE Export.
• W2/W3 - Manual adjustments to State Income tax values did not print correctly on the W3.
• Invoice setup - if an Invoice Type footer was edited (even if only blanks were entered) thus making it not 'NULL', the main footer would no longer print. Clear Footer' option added if the footer is not NULL, using this option will restore the main footer to the printed invoices of this type.
• Printed W-3s only removed box DD totals from the sum of all the box 12 amounts. Updated form to exclude codes A throught C, J through R, T through W, Z, DD, FF. Electronic filing not affected.
• Advanced Payroll > MO state withholding - Dropped sending the federal tax withheld to fix calculation.
• Conservation districts using the Tree Orders module, editing Vendors and Tree Order Customers now uses the same screen.
• Advanced Payroll - W2 > Added a warning message if the generated date is earlier than last payroll entry.
• 1099 MISC - Removed 'G' from the A record in the FIRE record as it is a valid entry prior to 2020.
• Utility Billing - When using the 'Custom Basis' for late fees, checking the 'Electric Interest' did not work.
• Utility Billing - Utility accounts that paid after the bills were created reported an incorrect past due amount in the Xpress Bill Pay file.
• Utility Billing - User will not be allowed to use the Update Utility Bills if there are closed periods after the date selected.

March 20th, 2024

• Advanced Payroll > Reports > Payroll Projections/Budgeting - Fixed some issues with report calculations.
• On-prem - SendGrid is now available for emailing paystubs and purchase orders, need to use SendGrid if emailing purchase orders. If using SendGrid, a custom message can now be added when emailing paystubs.
• Cloud/Hosted - SBX now uses SendGrid for emailing paystubs and purchase orders. A custom message can now be added when emailing paystubs.
• 1099s - Non-Cloud users now have the Modern view for 1099s as it accommodates the FIRE export. When editing the Vendor from the 1099 program, the Modern Vendor Edit will also be displayed to show the additional fields required for the FIRE Export.
• W2/W3 - Manual adjustments to State Income tax values did not print correctly on the W3.
• Invoice setup - if an Invoice Type footer was edited (even if only blanks were entered) thus making it not 'NULL', the main footer would no longer print. Clear Footer' option added if the footer is not NULL, using this option will restore the main footer to the printed invoices of this type.
• Printed W-3s only removed box DD totals from the sum of all the box 12 amounts. Updated form to exclude codes A throught C, J through R, T through W, Z, DD, FF. Electronic filing not affected.
• Advanced Payroll > MO state withholding - Dropped sending the federal tax withheld to fix calculation.
• Conservation districts using the Tree Orders module, editing Vendors and Tree Order Customers now uses the same screen.
• Advanced Payroll - W2 > Added a warning message if the generated date is earlier than last payroll entry.
• 1099 MISC - Removed 'G' from the A record in the FIRE record as it is a valid entry prior to 2020.
• Utility Billing - When using the 'Custom Basis' for late fees, checking the 'Electric Interest' did not work.
• Utility Billing - Utility accounts that paid after the bills were created reported an incorrect past due amount in the Xpress Bill Pay file.

March 12th, 2024

• Advanced Payroll > Reports > Payroll Projections/Budgeting - Fixed some issues with report calculations.
• On-prem - SendGrid is now available for emailing paystubs and purchase orders, need to use SendGrid if emailing purchase orders. If using SendGrid, a custom message can now be added when emailing paystubs.
• Cloud/Hosted - SBX now uses SendGrid for emailing paystubs and purchase orders. A custom message can now be added when emailing paystubs.
• 1099s - Non-Cloud users now have the Modern view for 1099s as it accommodates the FIRE export. When editing the Vendor from the 1099 program, the Modern Vendor Edit will also be displayed to show the additional fields required for the FIRE Export.
• W2/W3 - Manual adjustments to State Income tax values did not print correctly on the W3.
• Invoice setup - if an Invoice Type footer was edited (even if only blanks were entered) thus making it not 'NULL', the main footer would no longer print. Clear Footer' option added if the footer is not NULL, using this option will restore the main footer to the printed invoices of this type.
• Printed W-3s only removed box DD totals from the sum of all the box 12 amounts. Updated form to exclude codes A throught C, J through R, T through W, Z, DD, FF. Electronic filing not affected.
• Advanced Payroll > MO state withholding - Dropped sending the federal tax withheld to fix calculation.
• Conservation districts using the Tree Orders module, editing Vendors and Tree Order Customers now uses the same screen.
• Advanced Payroll - W2 > Added a warning message if the generated date is earlier than last payroll entry.
• 1099 MISC - Removed 'G' from the A record in the FIRE record as it is a valid entry prior to 2020.
• Utility Billing - When using the 'Custom Basis' for late fees, checking the 'Electric Interest' did not work.

February 21st, 2024

• Advanced Payroll > Reports > Payroll Projections/Budgeting - Fixed some issues with report calculations.
• On-prem - SendGrid is now available for emailing paystubs and purchase orders, need to use SendGrid if emailing purchase orders. If using SendGrid, a custom message can now be added when emailing paystubs.
• Cloud/Hosted - SBX now uses SendGrid for emailing paystubs and purchase orders. A custom message can now be added when emailing paystubs.
• 1099s - Non-Cloud users now have the Modern view for 1099s as it accommodates the FIRE export. When editing the Vendor from the 1099 program, the Modern Vendor Edit will also be displayed to show the additional fields required for the FIRE Export.
• W2/W3 - Manual adjustments to State Income tax values did not print correctly on the W3.
• Invoice setup - if an Invoice Type footer was edited (even if only blanks were entered) thus making it not 'NULL', the main footer would no longer print. Clear Footer' option added if the footer is not NULL, using this option will restore the main footer to the printed invoices of this type.
• Printed W-3s only removed box DD totals from the sum of all the box 12 amounts. Updated form to exclude codes A throught C, J through R, T through W, Z, DD, FF. Electronic filing not affected.
• Advanced Payroll > MO state withholding - Dropped sending the federal tax withheld to fix calculation.
• Conservation districts using the Tree Orders module, editing Vendors and Tree Order Customers now uses the same screen.
• Advanced Payroll - W2 > Added a warning message if the generated date is earlier than last payroll entry.
• 1099 MISC - Removed 'G' from the A record in the FIRE record as it is a valid entry prior to 2020.

February 7th, 2024

• Advanced Payroll > Reports > Payroll Projections/Budgeting - Fixed some issues with report calculations.
• On-prem - SendGrid is now available for emailing paystubs and purchase orders, need to use SendGrid if emailing purchase orders. If using SendGrid, a custom message can now be added when emailing paystubs.
• Cloud/Hosted - SBX now uses SendGrid for emailing paystubs and purchase orders. A custom message can now be added when emailing paystubs.
• 1099s - Non-Cloud users now have the Modern view for 1099s as it accommodates the FIRE export. When editing the Vendor from the 1099 program, the Modern Vendor Edit will also be displayed to show the additional fields required for the FIRE Export.
• W2/W3 - Manual adjustments to State Income tax values did not print correctly on the W3.
• Invoice setup - if an Invoice Type footer was edited (even if only blanks were entered) thus making it not 'NULL', the main footer would no longer print. Clear Footer' option added if the footer is not NULL, using this option will restore the main footer to the printed invoices of this type.
• Printed W-3s only removed box DD totals from the sum of all the box 12 amounts. Updated form to exclude codes A throught C, J through R, T through W, Z, DD, FF. Electronic filing not affected.
• Advanced Payroll > MO state withholding - Dropped sending the federal tax withheld to fix calculation.
• Conservation districts using the Tree Orders module, editing Vendors and Tree Order Customers now uses the same screen.
• Advanced Payroll - W2 > Added a warning message if the generated date is earlier than last payroll entry.

January 23rd, 2024

• Advanced Payroll > Reports > Payroll Projections/Budgeting - Fixed some issues with report calculations.
• On-prem - SendGrid is now available for emailing paystubs and purchase orders, need to use SendGrid if emailing purchase orders. If using SendGrid, a custom message can now be added when emailing paystubs.
• Cloud/Hosted - SBX now uses SendGrid for emailing paystubs and purchase orders. A custom message can now be added when emailing paystubs.
• 1099s - Non-Cloud users now have the Modern view for 1099s as it accommodates the FIRE export. When editing the Vendor from the 1099 program, the Modern Vendor Edit will also be displayed to show the additional fields required for the FIRE Export.
• W2/W3 - Manual adjustments to State Income tax values did not print correctly on the W3.
• Invoice setup - if an Invoice Type footer was edited (even if only blanks were entered) thus making it not 'NULL', the main footer would no longer print. Clear Footer' option added if the footer is not NULL, using this option will restore the main footer to the printed invoices of this type.
• Printed W-3s only removed box DD totals from the sum of all the box 12 amounts. Updated form to exclude codes A throught C, J through R, T through W, Z, DD, FF. Electronic filing not affected.
• Advanced Payroll > MO state withholding - Dropped sending the federal tax withheld to fix calculation.
• Conservation districts using the Tree Orders module, editing Vendors and Tree Order Customers now uses the same screen.

January 10th, 2024

• Advanced Payroll > Reports > Payroll Projections/Budgeting - Fixed some issues with report calculations.
• On-prem - SendGrid is now available for emailing paystubs and purchase orders, need to use SendGrid if emailing purchase orders. If using SendGrid, a custom message can now be added when emailing paystubs.
• Cloud/Hosted - SBX now uses SendGrid for emailing paystubs and purchase orders. A custom message can now be added when emailing paystubs.
• 1099s - Non-Cloud users now have the Modern view for 1099s as it accommodates the FIRE export. When editing the Vendor from the 1099 program, the Modern Vendor Edit will also be displayed to show the additional fields required for the FIRE Export.
• W2/W3 - Manual adjustments to State Income tax values did not print correctly on the W3.
• Invoice setup - if an Invoice Type footer was edited (even if only blanks were entered) thus making it not 'NULL', the main footer would no longer print. Clear Footer' option added if the footer is not NULL, using this option will restore the main footer to the printed invoices of this type.
• Printed W-3s only removed box DD totals from the sum of all the box 12 amounts. Updated form to exclude codes A throught C, J through R, T through W, Z, DD, FF. Electronic filing not affected.

January 9th, 2024

• Advanced Payroll > Reports > Payroll Projections/Budgeting - Fixed some issues with report calculations.
• On-prem - SendGrid is now available for emailing paystubs and purchase orders, need to use SendGrid if emailing purchase orders. If using SendGrid, a custom message can now be added when emailing paystubs.
• Cloud/Hosted - SBX now uses SendGrid for emailing paystubs and purchase orders. A custom message can now be added when emailing paystubs.
• 1099s - Non-Cloud users now have the Modern view for 1099s as it accommodates the FIRE export. When editing the Vendor from the 1099 program, the Modern Vendor Edit will also be displayed to show the additional fields required for the FIRE Export.
• W2/W3 - Manual adjustments to State Income tax values did not print correctly on the W3.
• Invoice setup - if an Invoice Type footer was edited (even if only blanks were entered) thus making it not 'NULL', the main footer would no longer print. Clear Footer' option added if the footer is not NULL, using this option will restore the main footer to the printed invoices of this type.

December 13th, 2023

• Advanced Payroll > Reports > Payroll Projections/Budgeting - Fixed some issues with report calculations.
• On-prem - SendGrid is now available for emailing paystubs and purchase orders, need to use SendGrid if emailing purchase orders. If using SendGrid, a custom message can now be added when emailing paystubs.
• Cloud/Hosted - SBX now uses SendGrid for emailing paystubs and purchase orders. A custom message can now be added when emailing paystubs.
• 1099s - Non-Cloud users now have the Modern view for 1099s as it accommodates the FIRE export. When editing the Vendor from the 1099 program, the Modern Vendor Edit will also be displayed to show the additional fields required for the FIRE Export.

September 19th, 2023

• Advanced Payroll > Reports > Payroll Projections/Budgeting - Fixed some issues with report calculations.

September 6th, 2023 6th, 2023

• Print Utility Bills - Databar 2 - Billing charges text was cut off under certain circumstances.
• Adding Employees to Pay Cycle' process moved employees ER ONLY to ALL for DRS settings.
• Grants - Timesheet Printing. Cloud Interface, Modern view only - 'Hide Accruals' added as an option when printing Employee Paycards.
• Grants - Print Paycard - When 'Print Memos' is selected the hours will now show when using APR.
• Grants - View All Programs for Payroll Match will now work correctly.
• Grants - Employee Paycards - Earnings with Include Hrs unchecked were included in hours worked.
• Grants - Batch Employee Paycards - APR users had several issues with this report.
• Added Program/Task for Grants, Job/Contract for Jobs fields to the Adjustment Transaction Record.
• Invoice Statements did not always age correctly.
• Purchase Orders (Add New and View/Edit) - Cloud, Modern view. Amount, Used, and Balance fields, changed to smaller font to allow large dollar amounts to show completely. Visible area of the amounts also had placement values on them so they got narrower if the screen was displayed on a smaller screen.
• APR - Deleted Pay Items will automatically be removed from the basis list for Calculated Wages.
• Grants - Paycard lines store the hourly rate in place when created, did not update until the grant is opened. Added 'Update Rates' when viewing paycards. Only lines not within a written voucher period will be updated.
• Utility Billing - Added Account Start Date to the end of the Print Export file.
• The unemployment report in both Basic Payroll and Advanced Payroll will be set to EAMS 5 by default. SBX will strip dashes, periods and spaces out of the SOC number in the export file.
• 1099's were updated to print the last 2 digits of the tax year on the forms.
• Creating GL Entries - SBX did not always catch the mismatch between the tax year and date when using the calendar icon to select the date.
• UB bills printed the budget billing amount when Budget Billing was NOT checked, but there was a budget billing amount. Now Budget Billing must be checked and the bill date must be >= the budget billing start date.
• Grants - Cloud, Modern view. When selecting Schedule 15/16 Codes from the Grant Edit screen, the form was too small.
• Grants - Cloud, Modern view. Restored a few options that were lost when updating the Match logic.
• Changed updating the Budget Proposal logic to include negative numbers in the proposed budget amount.
• The Biennial Budget Notes section now includes notes from both years. The note will be prefaced with the year in parentheses.
• Purchase Orders - When selecting a memorized transaction that is marked as 'Universal', the distributions will now populate the PO.
• Purchase Orders - Cloud, Modern View users are now able to edit the PO Number on an existing PO.
• Grants - 'Update Rates' in the Paycard list from the Grant Control Panel will fix APR Hrs Worked out of sync with the Regular and Overtime hours in the paycard line.
• Grants - 'Match Transactions' option added to the Transactions tab in the Program screen.
• Updated Cash receipting to get the last number for each type of cash receipt instead of the last stored number.
• Advanced PO, Cloud, Modern view only - Added Print Mode option of 'Grant,BARS,None'. Grant - prints Program and Task codes instead of BARS. BARS - prints BARS code info, None - skips printing that section.
• Advanced PO setup, Cloud, Modern view only - Added 'Void Days' option. If this number is greater than zero, 'Void' date will be an option when that type is selected and will print on the PO. If it is left at zero, no new behavior. The Void date will be assigned the PO date + number of days in the entry. Void date can then be overwritten but will reset if the PO date is changed.
• Advanced PO, Cloud, Modern view only - A signature and PO date can be added to the PO footer. When parked on the 'Purchase Order' report footer, put in the text as you would like it to appear. Then 'Save' and PO Options will be enabled in the toolbar. You can then us the magnifying glass to select a signature, then put in the Left, Top, Width, and Height coordinates to position it where you want. The 'Date' only requires Left and top. Test by actually printing to paper - if the signature box is black when printing, the file needs to have its transparency set to white not black. Previewing will not be a true test.
• Cloud, Modern view > Advanced Payroll > Employee Profile > Vendor EFT - Fixed an issue with the EFT file creation for non-payroll claims when this setting was being used.
• Reports > Financial Reporting > Position, YTD, and Budget > RollUp = Detail - Corrected the report header spelling.
• Grants - Delayed updating grant totals in AP to reduce locking issues.
• Basic Payroll > Reports > Employee Payroll Cost
• 1. Pay Rate 6 Description on the Payroll Cost report did not use the clients item description.
• 2. The Totals page had the pay item totals displayed in the incorrect order.
• Benefits Report > Excel export > Added an option to export the employee "DOB". This will be needed for the PFMLA/LTC export, beginning October 1, 2023.
•  

April 5, 2023

• Cloud, Modern view > Advanced Payroll > Employee Profile > Vendor EFT - Fixed an issue with the EFT file creation for non-payroll claims when this setting was being used.
• Reports > Financial Reporting > Position, YTD, and Budget > RollUp = Detail - Corrected the report header spelling.
• Grants - Delayed updating grant totals in AP to reduce locking issues.

January 24th, 2023

• Updated Cash receipting to get the last number for each type of cash receipt instead of the last stored number.
• Advanced PO, Cloud, Modern view only - Added Print Mode option of 'Grant,BARS,None'. Grant - prints Program and Task codes instead of BARS. BARS - prints BARS code info, None - skips printing that section.
• Advanced PO setup, Cloud, Modern view only - Added 'Void Days' option. If this number is greater than zero, 'Void' date will be an option when that type is selected and will print on the PO. If it is left at zero, no new behavior. The Void date will be assigned the PO date + number of days in the entry. Void date can then be overwritten but will reset if the PO date is changed.
• Advanced PO, Cloud, Modern view only - A signature and PO date can be added to the PO footer. When parked on the 'Purchase Order' report footer, put in the text as you would like it to appear. Then 'Save' and PO Options will be enabled in the toolbar. You can then us the magnifying glass to select a signature, then put in the Left, Top, Width, and Height coordinates to position it where you want. The 'Date' only requires Left and top. Test by actually printing to paper - if the signature box is black when printing, the file needs to have its transparency set to white not black. Previewing will not be a true test.

January 12, 2023

• Purchase Orders - When selecting a memorized transaction that is marked as 'Universal', the distributions will now populate the PO.
• Purchase Orders - Cloud, Modern View users are now able to edit the PO Number on an existing PO.
• Grants - 'Update Rates' in the Paycard list from the Grant Control Panel will fix APR Hrs Worked out of sync with the Regular and Overtime hours in the paycard line.
• Grants - 'Match Transactions' option added to the Transactions tab in the Program screen.

December 23, 2022

• Grants - Cloud, Modern view. When selecting Schedule 15/16 Codes from the Grant Edit screen, the form was too small.
• Grants - Cloud, Modern view. Restored a few options that were lost when updating the Match logic.
• Changed updating the Budget Proposal logic to include negative numbers in the proposed budget amount.
• The Biennial Budget Notes section now includes notes from both years. The note will be prefaced with the year in parentheses.

December 14, 2022

• Grants - Paycard lines store the hourly rate in place when created, did not update until the grant is opened. Added 'Update Rates' when viewing paycards. Only lines not within a written voucher period will be updated.
• Utility Billing - Added Account Start Date to the end of the Print Export file.
• The unemployment report in both Basic Payroll and Advanced Payroll will be set to EAMS 5 by default. SBX will strip dashes, periods and spaces out of the SOC number in the export file.
• 1099's were updated to print the last 2 digits of the tax year on the forms.
• Creating GL Entries - SBX did not always catch the mismatch between the tax year and date when using the calendar icon to select the date.
• UB bills printed the budget billing amount when Budget Billing was NOT checked, but there was a budget billing amount. Now Budget Billing must be checked and the bill date must be >= the budget billing start date.

December 6, 2022

• Grants - Print Paycard - When 'Print Memos' is selected the hours will now show when using APR.
• Grants - View All Programs for Payroll Match will now work correctly.
• Grants - Employee Paycards - Earnings with Include Hrs unchecked were included in hours worked.
• Grants - Batch Employee Paycards - APR users had several issues with this report.
• Added Program/Task for Grants, Job/Contract for Jobs fields to the Adjustment Transaction Record.
• Invoice Statements did not always age correctly.
• Purchase Orders (Add New and View/Edit) - Cloud, Modern view. Amount, Used, and Balance fields, changed to smaller font to allow large dollar amounts to show completely. Visible area of the amounts also had placement values on them so they got narrower if the screen was displayed on a smaller screen.
• APR - Deleted Pay Items will automatically be removed from the basis list for Calculated Wages.

November 8, 2022

• Print Utility Bills - Databar 2 - Billing charges text was cut off under certain circumstances.
• Adding Employees to Pay Cycle' process moved employees ER ONLY to ALL for DRS settings.
• Grants - Timesheet Printing. Cloud Interface, Modern view only - 'Hide Accruals' added as an option when printing Employee Paycards.

Older Updates:

• 1099 forms have been updated for 2020. You can now manually add a 1099 form. The option to print 1099-G forms has been added. A separate Name & Address for Vendor 1099 information can now be added (Cloud Only).
• Employer's state ID # will now print on paper W2 forms.
• UBI field added to vendor accounts. UBI checkbox field added that can be selected if the vendor meets the mandatory training requirement for public works.
• Permitting - Email and Alternate Email address' added as options to export to Excel
• Cash Receipting > Invoice Control Center > Invoices. Removed the 'Setup' option from the tree. User must use either the ‘Setup’ (Classic) or the Settings Cog (Modern) on the upper righthand side of the screen.
• Monthly Utility Totals Report - When Include NC Units is checked, SBX will increment the Customer Count as well as the Units Count for bills with no charges
• W2s' have been updated for 2020. You can now mask the employee SSN on the employee copy. You now have have the ability to edit box 14 for COVID-19 reporting.
• The interface and report font has been updated for cloud users. Colors have been updated for all users.
• Reports > Use Tax Report. We have added a "Location" drop down so use taxes can be generated for different locations with different tax rates.
• Cloud customers using the modern view only. Grant Management > Grants > Grants tab. A "Transactions" tab has been added so all transactions can be viewed.
• Reports > Annual Reports > Schedule 15 -16. The schedule/source has been changed to a drop down list. "Local" is only an option for 2011 and earlier.
• Reports > Check Register. The payroll filter selection for "Display Payroll Names" will now be remembered. The default is unchecked.
• When applying additional FWT (Old W4 = Additional, New W4 = Box 4c) check amounts should no longer be reduced to less than $0.00.
• Reports > Financial Reporting. Report options for "Exclude Beginning/Ending Bal", "All Funds", and "Show Remaining %" will now be saved when saving a report template.
• Reports > Annual Reports > Schedule 15 -16 with "Detail For Proofing" selected can now be exported to Excel
• Schedule 15 - 16 Grants. You can now add sub-recipient information. This information will print on the Schedule 15 -16 report.
• You can now add a dollar sign to the check amount field when printing checks. Reports > Printer Setup/Margins > Check Setup > Check Amount Picture.
• The Online Community link has been updated. The new web page is https://springbrooksoftware.com/community.
• Cloud only. Grant Management > Employee Paycards. When selecting a program from the pick list while entering timecards some users are getting a runtime error. This appears to be an issue with Chrome, using SBX via Edge or the desktop app should keep this from occurring.
• Grant clients - Accounts Payable > Add New or Edit a transaction > Distribution tab > Double click task field > Tasks screen. You can no longer add a new task from this screen. New tasks must be added via the Grant Control panel.
• When adding a new work order and the "Meter Type" is "Electric" or "Water", and "Is Changeout" is selected, the route on the "Service Locations" tab will be updated accordingly. You can no longer create a work order and select a "Meter Type" of "Both" and select "Is Changeout", a work order for each "Meter Type" will need to be created.
• Added additional fields and tabbed views to Permitting to enable limited integration (Push data) with the eGov permitting website.
• Added a 3rd WCC voucher print option, WCC By ProgTask (shows as 8 in the grant list). Shows/subtotals tasks within each outcome level.
• Cloud, modern view only. Grant Timecards - When using the cloud interface and using Advanced Payroll, SBX added an 'Approved' checkbox, Can be changed by users with 'Grants_PayCardSupervisor' rights. Will be refined as users gain experience.
• When printing an Employee Record, the report will print the New W4 information if "New W4" is checked on the employee profile "Setup" tab, otherwise will still print the old W4 settings.
• Cloud, Modern view only. The invoice vendor, "Account", has been added to the Grant Control Panel > Vouchers tab.
• Reports > Budget Proposal. Negative proposed budget amounts will now print on the report.
• Utility Billing > Reports > Utility Receipts. The payment type (Check, CC/EFT, Cash) has been added to the report and Excel export.
• A 2nd email address has been added to the Advanced Payroll Employee Edit screen. Paystubs will be sent to the 2nd address, if populated. Useful if your organizations email server rejects emails sent to the employees with the organizations email address.
• Timesheets imported into SBX from myExpress won't assign an hourly rate and wage for used accruals that have the 'Hourly Only' setting checked to Salaried employees.
• Cloud, Modern view only. When using the Grants module with Advanced Payroll, the 'Payroll Adjustments' program will assign the program and task codes used in the transfer. The 'Transactions' tab of the control panel has a filter to show them.
• Grants - When using APR, added default distribution for Programs in the Grant Setup screen (Distribution field)
• The 'Payroll Cost' in Advanced Payroll, added additional fields to the 'Pay Items' tab to accommodate the 'American Transparency wage request' you receive all the time. Documentation has be added to the communities on how to do so, look for the "American Transparency Wage Request",https://expresshelp.springbrooksoftware.com/a/1450750-american-transparency-wage-request.Only customers on the Cloud using the modern interface have the option for "Has Wages".
• Cash Receipting Control Panel > Transactions tab > Reconcile > Deposit Slip. You now have the option to select a printer rather than automatically going to the receipt printer. Preview, Print, PDF, or Receipt (to still send to the receipt printer). Browser users will just have the 'Print' option.
• Cloud, Modern View only. You can now generate W9 request forms from the 1099. Documentation has be added to the communities on how to do so, look for the "1099_W9_Instructions".
• Advanced Payroll Setup > Benefits & Deductions - Added 'Apply To Employees' option. Allows you to select the default setting and group so you can add to multiple employees.
• Cloud, modern interface only. Advanced Payroll - Payroll Cost report. Added 'Groups' option to select multiple Groups.
• When printing bills, the bill count and printed count did not match if Bill Copies where used and the owner had the same account number as the customer list for a given Service Location.
• Updated the Pierce County county export to convert the country code of CA to CAN
• Grant voucher Invoices were lost if the highlighted Program was in 'Edit' mode and the user clicked on 'Undo' after creating the voucher and invoice. User is now required to 'Save' the Program before being allowed to edit or create vouchers
• Utility billing setup - If a user changes a 'Rate' class number, SBX will now sync the Service Locations to the new number.
• Cloud, modern interface only. Grant Timesheets using Advanced Payroll can change the pay period to Verify and edit the Program/Task/Match/Activity Codes even if the paycard has been used in a paycheck.
• Added the option to copy budget notes forward in the New Year Setup.
• Biennial Budget report does not export to Excel on Cloud/Hosted, added CSV option.
• Payroll Entries with a monthly Labor & Industries default hours requires a Pay Item with the 'Salary' check box selected or it will not work. When 'Post To GL' is selected, SBX will flag this error.
• Pay Accounts Payable didn't range on the selected Department when writing the APs to a Transaction. Added Filter Settings to Audit Trail when written. Added Group to the list of APs in the Cloud interface.
• Expanded Budget Reporting updated to export to CSV in the Cloud Version.
• 5Year Budget Comparison report will now print the proposed budget when 'Suppress Zero Lines' is checked.
• Cloud, modern interface only. The Vendor 'Type of TIN' option (EIN/SSN/ITIN/ATIN) has been added to the Vendor list information. Recommended when filing 1099's electronically.
• All Paycard users using Advanced Payroll can select a Distribution value.
• Added check box to Manage Meters Reads ('Dates' in classic view, 'Tab Into Dates' in Cloud modern view) that allows the user to move into the Date/Time fields using the Tab key
• 1099 Updates

      1) 1099-NEC updated to print 3 per page.

      2) Double clicking on the account number in the 1099 list allows vendor edit.

      3) 1099 List - added vendor address to allow export to excel/merge with word.

 4) Cloud (modern interface only) has built in filter to show recipients without a W9, batch update of W9 sent.

      5) Cloud (modern interface only) can file electronically (FIRE), forms required to sent to vendors.    

• Updated Jefferson County export to match new county requirements.
• Cloud, modern interface only - In New Year Setup, added options dropdown to copy Budget Note to Budget Note, Budget Note to Proposed, Proposed to Proposed, Proposed to Budget Note. Budget amounts are not transferred with these settings.
• Financial Reporting - Fixed selecting Print MTD and New page On Expense did not generate a new page on expense.
• Cloud, modern interface only - The 'Budget Comparison' report, added an 'Export Detail' option. This allows a user to export data across 3 fiscal years which makes getting an expense list for agencies on fiscal years easier. This option does not print, just export. Added filters for Grant, Job, and Contract as well.
• When exporting Neptune routes, a header and footer will be exported for each route.
• Xpress import files that net to zero will now import.
• Browse Animal List (Classic view) - Animal License Control Panel, Animal List tab - Animals with inactive customer accounts attached did not show. Account number will now be Red if the account is inactive.
• Ctrl-F for find added to the animal license lists.
• Manage Customer Balances and Top Utility Users - Both reports delete the existing results and build a new table. If another user has the same report open, SBX will warn you that another copy is open and not rebuild the view(s).
• If a logo is selected in the 'System Information' screen, it will be printed on payroll stubs.
• The import file for Airway Heights did not recognize negative values, revenue mapped to an expense account needed to have it's sign reversed in the GL.
• PFMLA report/export - When a flat amount was added to a deduction based on a percentage, the basis did not report correctly on the Benefits Report.
• Prior PFMLA fix required additional fix to account for deduction cap.
• Draw checks will not have default L&I hours assigned to avoid the posting to GL error requiring a 'Salary' line. If the pay cycle type is a draw, that error is ignored as well.
• Update Test Company works for users on 'Cloud' using the 'Hosted' setting with sufficient privileges'.
• When updating the Winter Usage from the Calculate Winter Usage program, the audit trail showed AccountNumber not AccountSewerEstimatedWaterUse in the Item column.
• Added the Accounts 'Phone2' to the Manage Customer Balances > Excel Export
• The receipt printer name will now get selected for hosted users on the new server.
• Manage Customer Balances - When using 'Print Notices' from the 'Notices' tab, a copy will not be generated if the owner account number equals the associated account number.
• Cloud, modern interface - 'Reset' and 'Restore' buttons fixed in 'Calculate Winter Usage'.
• Payroll Cost - Cloud, modern view only. User can filter report by selecting individual employees as well as groups.
• Payroll Control Panel - Printing the employee list will use the group filter(s) selected when viewing the employee list. In Cloud, access to the group list was added to the Print screen.
• Header on Treasurer's Report - Added the apostrophe to Treasure's
• Grant Vouchers

      1) When editing Voucher detail, if you move the cursor to the top section of the voucher, SBX will commit the changes to disk automatically.

      2) If you add manual changes without calculating, SBX will write the voucher and assign it a number.

      3) Added audit trails to 'detail' changes.

      4) Cloud users will have an audit trail icon to view any audit trails on the detail from within the voucher editing screen.

      5) Any manual changes added without moving the cursor to the top of the screen will still be 'Rolled Back' if the session closes due to inactive timeout.

• Utility Billing > Support > Update Meter Info now has the ability to mass update the Service Location Water Meter Factor.
• Added the option to email W2's to employees using the Cloud interface, modern view only. Users are responsible for following the current regulations in IRS Publication 15-A, 'Furnishing Form W-2 to employees electronically.'
• Employee accrual Default values were not always calculated correctly when the accrual Default Earned On and the Employee Earned On were not equal.
• Taxable draws that exceeded the Social Security caps were having employer liability amounts written to the 941 Report.
• Cloud, modern interface only. We have added the ability to add attachments to vendors, vendor notes, vendor invoices, employees, employee notes, utility customers, and utility customer notes. This release also features a control panel where all attachments for an area can be viewed and searched for.
• Cloud, modern interface only. Links to Tutorials have started to be added to select Programs. If available, theicon is visible, and the program has one or more tutorials available.
• Utility Accounts with a credit balance, new payments will now payoff any non base fee values before applying overpayment to the base values.
• Advance Payroll - Payroll Setup > Benefits & Deductions > Added the option to change the plan number, "Change Number".
• Advanced Payroll. Once a deduction plan has been added to an employee profile, it cannot be changed, only deleted.
• Utility customers - Users without Utility Billing edit rights will not be able to edit the 'Active' status or any address information in the Vendor Edit Screen.
• Advanced Payroll. Benefit Plan Totals report - Added the Benefit & Deductions Group (Payroll Setup > Benefits & Deductions > Group).
• An option has been added to employee profiles for the Washington Long Term Care Act opt in/opt out.
•    1) Advanced Payroll = Payroll Control Center > Employees tab > Select Employee > View > Setup tab > "Exempt from LTC" in 'Settings' Group
•    2) Basic Payroll = Payroll Control Center > Select employee > Tax Defaults tab > "Exempt   from LTC" in 'State' group
• When "Use Lot SF" is checked in Electric setup and the service location has a size entered (UB Control Panel > Service Locations > Location > Size), an electric consumption fee will no longer be calculated on late or shutoff notices.
• Cloud, modern view only. Advanced Payroll - Employee Notes > Print > "Filter By" option added. The "Filter By" option determines which date the "From" and "To" dates apply to. Prints in the same order as viewed on screen.
• W2s - Added the .txt extension to the MMREF file.
• Utility Billing > Compare Monthly Readings - Cloud, Modern view - When checking the box for "Variance" you can now enter a percentage.
• Basic Payroll - Deduction Plans > Maximum > Users can now enter 5 whole numbers, up from 4.
• Basic Payroll > Reports > State Income Tax. Report now includes employees on the report even if they did not have any state taxes deducted on their checks so their wages will be included.
• Animal Licenses - Animal License Renewal List > for Rabies renewals; the Postcard list will now produce the same results as the Sheet list.
• Advanced Payroll - Basis adjustments to Unemployment entered in the Adjustments tab are now being included in the printout, export file, and AP.
• Advanced and Basic Payroll - Added SOC code to employee setup. Only the EAMS 5 unemployment report will import value (per ESD).
• Advanced Payroll - The 'Retirement Adjustment' screen did not always enforce completing the required entries resulting in the entries being missed/skipped in the report. Selecting a Pay Item is essential because it determines whether Hours, Salary, or Both are included in the report.
• Added 'Subtotal PERS3 By Type' to DRS reports to subtotal PERS3 amounts by type.
• Advanced POs - When adding new or editing POs, if the Tax Rate is 0.000 the user can now enter a Tax amount.
• Timesheet Control Center > Reports - Reviewed the 'Default File Path' logic. Added a push button (Set Path) in Reports to view path and update if necessary.
• ViewInExcel - added 'About', allows user to update default file path.
• Grant Management > Print Employee Paycards > Paycard Style 7 will now create a new page for each employee.
• Utility Customers with a negative balance or zero balance did not distribute the payment correctly to the various charge buckets under certain circumstances.
• When selecting 'Non Paid' Employees in the pay cycles, added Print Options screen to select Preview, Printer, PDF.
• Electronic Vouchers - Changed Island County xlsx export to make entries display correctly.
• Added 13th Month checkbox to Transaction Edit screen.
• The 'Manual Edit' option in the Advanced Payroll Entry 'Distributions' tab did not display in the Cloud Modern view when appropriate.
• Cash Receipting did not handle taxable line items correctly. Added rate and BARS code for tax in the Setup screen.
• Cloud, modern interface only. We have added the ability to add attachments to vendors, vendor notes, vendor invoices, employees, employee notes, utility customers, and utility customer notes. This release also features a control panel where all attachments for an area can be viewed and searched for.
• Cloud, modern interface only. Links to Tutorials have started to be added to select Programs. If available, theicon is visible, and the program has one or more tutorials available.
• Utility Accounts with a credit balance, new payments will now payoff any non base fee values before applying overpayment to the base values.
• Advance Payroll - Payroll Setup > Benefits & Deductions > Added the option to change the plan number, "Change Number".
• Advanced Payroll. Once a deduction plan has been added to an employee profile, it cannot be changed, only deleted.
• Utility customers - Users without Utility Billing edit rights will not be able to edit the 'Active' status or any address information in the Vendor Edit Screen.
• Advanced Payroll. Benefit Plan Totals report - Added the Benefit & Deductions Group (Payroll Setup > Benefits & Deductions > Group).
• An option has been added to employee profiles for the Washington Long Term Care Act opt in/opt out.
•    1) Advanced Payroll = Payroll Control Center > Employees tab > Select Employee > View > Setup tab > "Exempt from LTC" in 'Settings' Group
•    2) Basic Payroll = Payroll Control Center > Select employee > Tax Defaults tab > "Exempt   from LTC" in 'State' group
• When "Use Lot SF" is checked in Electric setup and the service location has a size entered (UB Control Panel > Service Locations > Location > Size), an electric consumption fee will no longer be calculated on late or shutoff notices.
• Cloud, modern view only. Advanced Payroll - Employee Notes > Print > "Filter By" option added. The "Filter By" option determines which date the "From" and "To" dates apply to. Prints in the same order as viewed on screen.
• W2s - Added the .txt extension to the MMREF file.
• Utility Billing > Compare Monthly Readings - Cloud, Modern view - When checking the box for "Variance" you can now enter a percentage.
• Basic Payroll - Deduction Plans > Maximum > Users can now enter 5 whole numbers, up from 4.
• Basic Payroll > Reports > State Income Tax. Report now includes employees on the report even if they did not have any state taxes deducted on their checks so their wages will be included.
• Animal Licenses - Animal License Renewal List > for Rabies renewals; the Postcard list will now produce the same results as the Sheet list.
• Advanced Payroll - Basis adjustments to Unemployment entered in the Adjustments tab are now being included in the printout, export file, and AP.
• Advanced and Basic Payroll - Added SOC code to employee setup. Only the EAMS 5 unemployment report will import value (per ESD).
• Advanced Payroll - The 'Retirement Adjustment' screen did not always enforce completing the required entries resulting in the entries being missed/skipped in the report. Selecting a Pay Item is essential because it determines whether Hours, Salary, or Both are included in the report.
• Added 'Subtotal PERS3 By Type' to DRS reports to subtotal PERS3 amounts by type.
• Advanced POs - When adding new or editing POs, if the Tax Rate is 0.000 the user can now enter a Tax amount.
• Timesheet Control Center > Reports - Reviewed the 'Default File Path' logic. Added a push button (Set Path) in Reports to view path and update if necessary.
• ViewInExcel - added 'About', allows user to update default file path.
• Grant Management > Print Employee Paycards > Paycard Style 7 will now create a new page for each employee.
• Utility Customers with a negative balance or zero balance did not distribute the payment correctly to the various charge buckets under certain circumstances.
• When selecting 'Non Paid' Employees in the pay cycles, added Print Options screen to select Preview, Printer, PDF.
• Electronic Vouchers - Changed Island County xlsx export to make entries display correctly.
• Added 13th Month checkbox to Transaction Edit screen.
• The 'Manual Edit' option in the Advanced Payroll Entry 'Distributions' tab did not display in the Cloud Modern view when appropriate.
• Cash Receipting did not handle taxable line items correctly. Added rate and BARS code for tax in the Setup screen.
• TheSchedule 15/16 Excel file for On Prem users was not being created.
• Cloud,modern view - Reports > Annual Reports > Schedule 15-16 Grants > BARS Codes tab. Selecting Line View from this screen did not open the Account list properly.
• Terrascan - import file for Ferry County completed.
• GrantTimesheets using Advanced Payroll could not select a pay item if an employee had 2 profiles and one was inactive.
• Undercertain circumstances, Late Fees and Shutoffs received some or all of the 'Lot Size' fees.
• Advanced Paryroll > Payroll Setup > Benefits & Deductions > Print - Print List filter for employee active status added.
• Whenusing Advanced Payroll, Grant Management > Print Employee Paycards did not always include accrual totals.
• GrantManagement - Paycard Style 7 updated to print either up to 2 weeks or a month based on the number of days in the period, updated font to make more readable. Cloud, modern view only - Print Employee Paycards also allows for an alternate date range for districts not on a monthly pay cycle but need a monthly report.
• WorkOrders - Verified 'Change Out' cannot be selected without a valid Service Location selected.
• TheReceipt Register and Electronic Voucher reports were updated for Yuba CA fire districts.
• VendorControl Panel - Clicking on the 'Active' checkbox did not change the Vendor Active status.
• AsotinStormwater Utilities - Column Header 'Fee' changed to 'Monthly' on custom utility bill, adjusted per client request.
• ServerName added to 'About SBX' for cloud and hosted installations.
• RedemptionJournal - Fund Column width increased slightly to accommodate long numbers.
• Grants -Changing the 'Billing Method' when editing a Grant, the Billing Method on pay cards did not synchronize. SBX will now ask user if this behavior is desired.
• VendorAdvice entry - only allowed up to a 9 digit number, changed to allow a 15 character string using text or numbers.
• Electronic Vouchers - Increased the County ID field in the report for Spokane County fire districts.
• Vendor Control Panel and Utility Control Panel > Customers tab. Added the 'Labels' option in the Cloud interface for Vendors and Utility Customers.
• Selecting an individual W2 form did not work correctly if a Corrected Form existed for an employee.
• 'Print Users' in the Sewer tab (Utility Setup) now works correctly.
• Cloud, Modern view - Added default 'Months Read' to the Billing Cycles screen (Utility Billing > Billing Dates > Cycle).
• When printing 'Jobs' (Job Control Panel > Print), filters added to enable multiple Jobs to be printed at once. Cloud interface - allows editing of inherited filters from report, On Prem - just uses selected filters.
• 'New' GL Entries will not show inactive bank accounts in the dropdown box.
• Xpress NSF returns. Tax will now be applied to the NSF fee if applicable.
• Advanced Payroll > Benefits Report. When deselecting 'Has Errors' in the plan list of the 'Benefit Splits' program the center Vendor List 'Has Error' will stay in sync.
• Reviewed/Updated Utility Class and Other User reporting to use alternate headings if required and all reports now show table of results before printing.
• Cloud and Hosted. myExpress did not correct the date and time from the cloud servers on UTC.
• Cloud, Modern view only. Utility Billing Control Panel > Service Locations, added the option to add attachments to service locations.
• Printing Utility Deposits with 'Activity' selected ignored the date range if an account was selected.
• Printing Checks from AP Batch Detail tab (Accounts Payable Control Panel > Batches) - updated logic to obtain beginning and ending check numbers.
• Advanced Payroll - Payroll Cost - Cloud, Modern view only. Added Deduction Summary and Deduction Detail tabs to the report.
• Advanced Payroll - Payroll Cost - Cloud, Modern view only. Changed 'Fund' tab to 'Distribution Summary' added 'Distribution Detail' and added Pay Cycle type as a filter.
• Advanced Payroll - Payroll Cost > Pay Items. Added L&I information as options when exporting to Excel.
• UB - Manage Customer Balances Notices - Cloud, Modern view only. When printing notices from either the 'Customer Balances' tab or the 'Notices' tab, you can select the notice to print for the account and/or owner dynamically, allowing you to use custom notices.
• UB - Manage Customer Balances Reports/Lists - Cloud, Modern view only. When printing the 'Report' from the 'Customer Balances' tab or the 'List' from the 'Notices' tab, you can select a range using 'Routes'.
• Grants - Increased Voucher number up to 4 digits. If a grantor requires an alpha string in front of the number, View the grant, add a voucher prefix which will be put in front of the number on forms 5 & 6.
• Transactions > Contracts > Select Contract > Print > Date range is no longer being ignored.
• Editing Cash Receipts - When replacing existing lines in a Treasurers Receipt using a Memorized list, the Cash Receipt Totals were not updated correctly.
• Service Locations - Added fields for the mxu number and manufacturer date for both water and electric meters.
• Printing Bills from the Bill 'Edit' program did not work correctly.
• Utility Billing - Under certain circumstances no default reading months were assigned when creating bills.
• Printing Schedule 15 reported XLSX error although report prints correctly afterwards. Removed error message.
• Contracts - Added checkbox (Track Revenue) to the edit screen, allows revenues to have separate totals from expenditures. If the box is not checked, revenues will be subtracted from expenditures (existing behavior).
• Vendor Edit - The 'View' option is now always enabled, user will receive appropriate error message if not able to edit.
• Advanced Payroll. The 'Pay Items' list shown from the Pay Cycles screen did not filter on an employee when selected. Now sorts by Print and Sort Order. Cloud Interface - Added a 'Group' filter to the output.
• DRS export file. Numeric Values with a zero value now show as zeroes, not blank.
• Utility Billing - Clients using 'additional rates' - The new user wizard did not transfer the additional rates to the new account. Additional Meters did not transfer as well, fixed in this release.
• For utility billing clients that scan checks to the bank and make cash deposits as needed, SBX support can change the UB Payment type to write individual GL entries for each receipt so they can be reconciled separately. In addition, Cloud users on the updated interface have a new column added to show the payment type of the cash receipts with an associated filter to make reconciling easier.
• Auditor Exports - Using the 'Auditor' option in 'Print Transactions' has been updated to include the requested additional information by the SAO. In addition, the Audit Trail file export is being included from here as well, so users do not have to go to the Audit Trail Control Panel to export that information
• Xpress Bill Pay import files where a customer makes multiple payments on the same account on the same day will now import correctly.
• myExpress > Timesheet Control Center - If no employees had hours for a specific pay type in the selected time period, those employees did not show in the Employee Overview Tab and Approval Overview Tab.
• Treasurer's Report - The 'Hide Payroll Names' only applied to Basic Payroll, now includes Advanced Payroll as well.
• Restored the 'Utility Information' to the Cash Receipting Customer pick list when adding a new cash receipt.
• myExpress - When 'Saving' time entries, the screen will not close (when called from the Employee or Approval Overview tabs) or send the cursor back to the Control Panel 'Date' field.
• Reports > Outstanding Vouchers By Month - The "Vendor" name will now be displayed correctly.
• Utility Billing - Re-Number Stop numbers did not work correctly in all situations.
• Advanced Payroll, Cloud, Modern interface only, Print Review. User can select a 'Compare To' pay period to find Variances between the 2 payroll periods. 'Print Variance' is an additional option when a prior period is selected.
• Export Rate Study has been updated to select one utility type at a time for export. The header row now lines up with the data.
• UB Customer List view in Cloud, Modern interface only - address column expands, put mouse over for any other text that can't be fully read.
• UB - Accounts with a negative current balance and positive aged balances that net to zero will be set to zero on reset.
• New Benton County export prepared (Use Benton2 as the county). Will require user to update their 'County Fund' values in the Fund list for the new system, so those changes will have to be done after the last prior version is complete. SBX can import the new vendor ID's. To Test, have Test Company updated, change fund numbers, change county to Benton2 in Electronic Vouchers.  After the new system is in use, SBX will warn the user of any Vendor without the new county vendor ID (2nd County ID).
• Utility Billing - Manage Customer Balances > Notices > Print > 3 Per Page - Adjusted the printing forms, to ensure 3 notices print per page on all printers.
• Advanced Permitting Setup > Occupancy - Construction Types > Occupancy - Changing the Occupancy description will now update the description in all the appropriate lists.
• States that collect Income Tax that SBX doesn't have an automatic calculation for will assign the State Additional Amount.
• Utility Billing, Cloud, Modern view only. Xpress Setup - 'Write As EFT' option added. Will check the EFT box in the GL when the payments are imported/written. Utility Billing > Xpress Control Panel > Settings cog > Setup > Check the 'Write As EFT' box.
• Service Charge and Utility Payment transactions entered via the General Ledger - The EFT option has been enabled.
• Utility Billing - Updated the Databar 2 utility bill to show the Electric Alternate Heading.
• Advanced Payroll - Added a 28 Day Pay Period option.
• The Payroll Direct Deposit Advice had an incorrect label on paystubs.
• If a payroll paid by EFT had an additional bank account with a default amount greater that the check amount or had 0.999 (whole check) the bank distribution data did not display correctly on the paystub.
• Manage Meter Reads Reports - Cloud, Modern view only - Consumption Report, added 'Exclude Changeouts' option. Checked by default when a filter is selected. Filter type displays at the top of the report as well.
• Taxable Draws had the FWT amount set to zero when 'Reviewed'.
• UB - Customer Activity screen in Cloud, Modern interface, did not always display correctly when called from a small screen.
• Verify Customer Balances will re-sync route/stop numbers if support restores an earlier version of the Service Locations.
• Advanced Payroll > Reports > Payroll Projections/Budgeting - Fixed a refresh issue and altered a few column titles.
• Purchase Orders (Order and Request) - added the tax amount to the printouts.
• Widened the 'Voucher' column in Electronic Vouchers to accommodate the slightly larger font used.
• Advanced Payroll - The print icon 'disappeared' behind other controls in the Benefits Screen, on Modern View, on small screens. Adjusted the position of the other controls in the toolbar to allow as much space as possible. Added Ctrl-P option to print if it gets hidden.
• GL Transaction Excel Export - if 'Claims' is selected as the filter in the General Ledger Control Panel, the Vendors address can be selected to export when the Excel icon is clicked on.
• Close Months - The user will get a notification when Treasurers Report is out of balance.
• AP Batch - Assign check numbers by vendor name did not assign the check numbers in the same order they were written, if some vendors were uppercase and others were not.
• ⦁ Grants - New features added to the Cloud version (Modern view) of Grants.
• 1. Added 'Search' to paycards for cloud users. Grant Management > Employee Paycards > Paycards and Grant Management > Grants > Paycards tab.
• 2. Added checkbox (TS column) to Pay Items in payroll setup (Earnings tab) to include/exclude from paycards.
• 3. Paycard Style 7 - Separate lines by L&I class within a program on the report - may want to shorten L&I descriptions in the setup, i.e. Office, Field.
• 4. Restricted changing the 'Charge To' to users with Payroll Create rights.
• 5. If a Program has 'Use Accruals' set to 'No', SBX will assign their Primary Pay Item in the Pay Type field.
• ⦁ SBX will delete associated Non Employee Costs when a Deduction is deleted.
• ⦁ Attachments Icon added when viewing payroll entries from the employee list (Payroll History) - Cloud Interface, Modern view only.
• ⦁ Ferry County Monthly Transfer option added to Cash Receipting.
• ⦁ Cloud, Modern view only - Advanced Payroll - Added option in Employee Edit to update the 'Vendor EFT' info. This does not update the payroll EFT information.
• ⦁ Grant Management > Grants > Vouchers. Cloud, Modern view only.
• 1. Added Filter to 'Vouchers' tab to filter by Vouchers 'Paid' status.
• 2. Added Grant Fund number to the Voucher Excel output.
• ⦁ Cloud, Modern view only - Advanced Payroll Accruals Setup - Added a 'Hide' option to not display that specific accrual on paystubs.
• ⦁ Added Easement checkbox to Service Locations > Full Screen Edit > Parcel settings. Easement added to the Excel export via the Customers tab and Service Locations tab.
• ⦁ Financial Reports
• 1. 'Grant Code' changed to Sch 15/16 on screen in Cloud, Modern view only.
• 2. In Cloud, Modern view only, 'Suppress Subtotals In Excel' will be enabled when using the 'Detail' Option.
• 3. When selecting the 'Detail' option, if the user puts 'ALL' in this code field (Sch 15/16), only detailed items tied to a Sch 15/16 grant will be exported.
• 4. Filter only works for accounts tied to a Sch 15/16 - when tied to Jobs does not work properly. Use 'Filter Detail' in Chart of Accounts if tied to Jobs.
• ⦁ Chart of Accounts > Filter Detail, Cloud, Modern view only
• 1. When selecting the 'Filter Detail' option, the results have a date range and 'Has Sch 15/16' filter in the toolbar.
• 2. Sch 15/16 column added - If a job is assigned to a Sch 15/16 code it will be displayed, otherwise it is taken from the COA.
• ⦁ Advanced Payroll > Reports > DRS Online Filing - Fixed an issue with the total compensation value in the last row exported.
• ⦁ Jobs - Fixed a display issue with the read only access right (Jobs_MenuAccess).
• ⦁ Biennial Budget - Fixed an issue with sub-department amounts.
• ⦁ Updated Vendor/Customer notes to reduce locked row errors.
• ⦁ Additional Electric reads can now be selected from bills. SBX did not verify the addition read type allowing water/elec to be mixed.
• ⦁ Chart of Accounts > Funds tab - Added 'Dated Balance' that was available in the Classic interface to the 'Cloud' interface (Modern view) as well.
• ⦁ Grants - Timesheet 'Charge To' Automation
• 1.If a user ties a 'Distribution' in the pay item setup, it will be assigned to the Charge To when changed.
• 2.Added 'Distribution' to the L&I setup as an option to change the 'Charge To' when changed in the Timesheet.