2023.1 Cumulative Patch Notes by Application

Application Module Notes CRM Case Type Jira ID
Financial Management Accounts Payable AP Invoice Entry Batches – When approving an AP Invoice Batch from the workflow Approval page, the Changed Date is now updated correctly. (Financial Management > Accounts Payable > Invoice Entry Batches > Approval) 10823619, 10663004, 10810830 Bug Fix NWERP-70884
Financial Management Accounts Payable AP Invoice Import – Modifications have been made to prevent users from importing bad data when files are changed during the same import process. (Financial Management > Accounts Payable > Invoice Entry Batches > Import) 10759891 Bug Fix NWERP-70881
Financial Management Accounts Payable AP Budget to Actual Report - Prior Year Balances - When the prior year is a leap year, the Prior Year Balances column will now include 2/29 transactions when run with a Report Through Date of 2/28. (Financial Management > Reports > Accounts Payable > Accounts Payable Budget to Actual Report) NA NA NWERP-70855
Financial Management Asset Management Asset Service - When the item associated with an asset is changed, the system is now properly retaining the new value. (Financial Management > Asset Management > Asset Service > Asset Number > Edit) 10787994, 7605664, 8843450 Bug Fix NWERP-70880
Financial Management Grant Management Grant Management - When interfaced to MB, the Grantee tab/dropdown now appears for the applicable grant types. (Financial Management > Grant Management > Grant Title > Grantees) 6483540 Bug Fix NWERP-70897
Financial Management Inquiries Vendor Inquiry - Purchase Orders - The Department field has been added as a column on the grid. It will default as Hidden. (Financial Management > Inquiries > Vendors > Vendor > Purchase Orders) NA Idea NWERP-70816
Financial Management Journals Journals - In some instances, users were unable to delete journal transactions from subledgers, even though they had the appropriate user-based security authority. (Financial Management > Journals > Journals > Journal Number > General) 10715343, 10367578 Bug Fix NWERP-70646
Financial Management Miscellaneous Billing MB Delinquent Charges - Approvals - In some instances, the grid was incorrectly displaying items that don't appear on the list page. (Financial Management > Miscellaneous Billing > Period End Processing > Delinquent Charges > Approval) TBD Bug Fix NWERP-71021
Financial Management Miscellaneous Billing MB Adjustments - Refund Customer Undesignated Balance - The customer number field has been added as an available column on the "Add Adjustment - Refund Customer Undesignated Balances" page. It will default as shown. (Financial Management > Miscellaneous Billing > Adjustments > New) NA Enhancement NWERP-70899
Financial Management Procurement Purchase Orders, Change Purchase Orders List/Workflow pages - Enhancements have been made to these pages to improve performance. 8802746 Enhancement NWERP-70990
Financial Management Procurement Requisition Inquiry - When a requisition is denied from Department Approved Requisitions, the deny reason and comment are now displayed in the General section. (Financial Management > Inquiries > Requisition) NA Idea NWERP-70632
Financial Management Procurement Reprint Purchase Order - ECHO Form - When "PO Totals Include Only Open Items" is checked, the PO item total was incorrectly placed in the Sales Tax field. (Financial Management > Inquiries > Purchase Orders > Print Purchase Order) 6303999 Bug Fix NWERP-70544
Financial Management Reports Budget Cross Organization By Account Number Report - Prior Year Balances - When the prior year is a leap year, the Prior Year Balances column will now include 2/29 transactions when run with a Report Through Date of 2/28. (Financial Management > Reports > Budgetary > Budget Cross Organization by Account Number) NA NA NWERP-70864
Financial Management Reports Budget By Account Classification Report - Prior Year Balances - When the prior year is a leap year, the Prior Year Balances column will now include 2/29 transactions when run with a Report Through Date of 2/28. (Financial Management > Reports > Budgetary > Budget by Account Classification) NA NA NWERP-70863
Financial Management Reports Budget By Revenue Type Report - Prior Year Balances - When the prior year is a leap year, the Prior Year Balances column will now include 2/29 transactions when run with a Report Through Date of 2/28. (Financial Management > Reports > Budgetary > Budget by Revenue Type) NA NA NWERP-70862
Financial Management Reports Budget By Function Report - Prior Year Balances - When the prior year is a leap year, the Prior Year Balances column will now include 2/29 transactions when run with a Report Through Date of 2/28. (Financial Management > Reports > Budgetary > Budget by Function) NA NA NWERP-70861
Financial Management Reports Budget by Fund Category Report - Prior Year Balances - When the prior year is a leap year, the Prior Year Balances column will now include 2/29 transactions when run with a Report Through Date of 2/28. (Financial Management > Reports > Budgetary > Budget by Fund Category) NA NA NWERP-70860
Financial Management Reports Budget Cross Organization by Account Classification Report - Prior Year Balances - When the prior year is a leap year, the Prior Year Balances column will now include 2/29 transactions when run with a Report Through Date of 2/28. (Financial Management > Reports > Budgetary > Budget Cross Organization by Account Classification) NA NA NWERP-70859
Financial Management Reports Budget by Organization Report - Prior Year Balances - When the prior year is a leap year, the Prior Year Balances column will now include 2/29 transactions when run with a Report Through Date of 2/28. (Financial Management > Reports > Budgetary > Budget by Organization) NA NA NWERP-70858
Financial Management Revenue Collections Revenue Collections - Receipt Entry - When using a payment code that allows GL Maintenance, users were unable to edit the Debit/Credit GL Accounts when they tabbed into the fields. (Financial Management > Revenue Collections > Receipts) 10821064 Bug FIx NWERP-70888
Application Module Notes CRM Case Type Jira ID
Financial Management Accounts Payable Change AP Invoice - A new change type has been added which will allow changes to Invoice header and item descriptions. This is one of the 2023 FM Design Challenge winning entries. (Financial Management > Accounts Payable > Change Invoice > New > Invoice Number) NA Enhancement NWERP-70798
Financial Management Accounts Payable AP Invoice Entry - Retainage GL transactions were not being removed from the invoice if the Contract or Item was removed or changed. 10730113 Bug Fix NWERP-70731
Financial Management Annual Budget Processing Budget Maintenance - When a large number of organization sets exist, the Budget Accounts page was taking a long time to load. (Financial Management > Annual Budget Processing > Budget Processing > Budget Maintenance) 10816285 Bug Fix NWERP-70842
Financial Management Bank Reconciliation Bank Account Journals List/Workflow pages - The Attachments column has been added to the grids. It will default as Shown. (Financial Management > Bank Reconciliation > Bank Account Journals > Bank Account Journals) NA Enhancement NWERP-70622
Financial Management Grant Management Grant Performance Reports - Prior Year Balances - When the prior year is a leap year, the Prior Year Balances column will now include 2/29 transactions when run with a Report Through Date of 2/28. (Financial Management > Reports > Grant Management > Grant Performance Report) NA NA NWERP-70802
Financial Management Journals Journal Import - The Fiscal Year dropdown now includes two additional future years (i.e. Similar to the add new journal fiscal year dropdown). (Financial Management > Journals > Journals > Import > Fiscal Year) NA Idea NWERP-70624
Financial Management Journals Journal Templates - The following columns have been added to the journal templates grid: Source, Project, Project Revenue, Due To/Due From, Operating Transfer. All but Operating Transfer will default as Shown. (Financial Management > Journals > Template Journals > Description) NA Enhancement NWERP-70590
Financial Management Miscellaneous Billing MB Adjustments – Refund Customer Undesignated Balance - The Customer prompt and Customer Type dropdown were not properly interacting. (Financial Management > Miscellaneous Billing > Adjustments) 10779215, 7259795 Bug Fix NWERP-70804
Financial Management Procurement Vendor Change Request - TCM - In some instances, documents were being dropped or renamed after the Change Request was Approved. 10687089, 10684804 Bug Fix NWERP-70882
Financial Management Procurement Department Approved Requisitions - TCM - When promoting requisitions with documents to PO’s in a TCM environment, filenames are no longer being modified. 9947736 Bug Fix NWERP-70840
Financial Management Procurement Open Purchase Order Report - When backdating a purchase order, the Remaining Amount did not always display correctly. This was due to the report using the "ChangeCounterDate" to calculate the Remaining Amount instead of the "VoidorCompletedDate." (Financial Management > Reports > Purchasing > Open Purchase Order Report) 8148846 Bug Fix NWERP-70764
Financial Management Procurement Vendor Audit - When deleting a "Contact Address," the Changed By User field now stores the correct user ID instead of a zero. (Financial Management > Inquiries > Vendor Audit) 8085240 Bug Fix NWERP-70760
Financial Management Procurement Vendor Audit - Requested By field - When a vendor change request was initiated via eSupplier, the Requested By field was blank instead of displaying the esupplier username. (Financial Management > Inquiries > Vendor Audit) NA Bug Fix NWERP-70297
Financial Management Procurement, FM-TCM Department Approved Requisitions - TCM - In some instances, documents were not being copied onto the corresponding purchase order. 10815899 Bug Fix NWERP-70896
Financial Management Project Accounting Project Journal Import - The Fiscal Year dropdown now includes two additional future years (i.e. Similar to the add new project journal fiscal year dropdown). (Financial Management > Project Accounting > Project Journals > Import > Fiscal Year) NA Idea NWERP-70625
Financial Management Reports Dynamic Budget Performance Report - Prior Year Balances - When the prior year is a leap year, the Prior Year Balances column will now include 2/29 transactions when run with a Report Through Date of 2/28. (Financial Management > Reports > Synamic Reports > Dynamic Budget Performance Report) NA NA NWERP-70801
Financial Management Reports Budget Performance Report - Prior Year Balances - When the prior year is a leap year, the Prior Year Balances column will now include 2/29 transactions when run with a Report Through Date of 2/28. (Financial Management > Reports > Budgetary > Budget Performance Report) NA NA NWERP-70800
Financial Management Reports Dynamic Trial Balance Listing - Prior Year Balances - When the prior year is a leap year, the Prior Year Balances column will now include 2/29 transactions when run with a Report Through Date of 2/28. (Financial Management > Reports > Dynamic Reports > Dynamic Trial Balance Listing) NA NA NWERP-70797
Financial Management Reports Income Statement - Prior Year Balances - When the prior year is a leap year, the Prior Year Balances column will now include 2/29 transactions when run with a Report Through Date of 2/28. (Financial Management > Reports > Income Statement Reports > Income Statement) NA NA NWERP-70795
Application Module Notes CRM Case Type Jira ID
Financial Management Annual Budget Processing Un-Advance Budget - When an Org Set has imported amounts, the un-advance function will no longer issue an error. (Financial Management > Annual Budget Processing > Budget Processing > Un-Advance Budget) 10748930 Bug Fix NWERP-70607
Financial Management Asset Management Asset Service - A new validation has been added requiring the Capitalization Date on a depreciable asset to be greater than or equal to the Acquisition Date. (Financial Management > Asset Management > Asset Service > Edit Asset > Adjust) 10408440 NA NWERP-70592
Financial Management Journals Journal Template List - The "Reference" column has been added to the grid. It will default as Shown. (Financial Management > Journals > Template Journals) NA Enhancement NWERP-70591
Financial Management Miscellaneous Billing MB Invoice Batch Entry - The "Hide/Show" button has been added to this page. (Financial Management > Miscellaneous Billing > Billing Invoice Batches > Batch Number) NA Idea NWERP-70541
Financial Management Procurement Open Purchase Order Report - In some instances, the remaining amount field was not calculating correctly. (Financial Management > Reports > Purchasing > Open Purchase Order Report) 7524609 Bug Fix NWERP-70644
Financial Management Project Accounting Project Accounting Reports - Project Jump Box - A Hover Text dialog will now appear when the user places their cursor over the project code and title. (Financial Management > Reports > Project Accounting > Project Listing) NA Idea NWERP-70555
Financial Management Reports Balance Sheet Report - Prior Year Balances - When the prior year is a leap year, the Prior Balances column will now include 2/29 transactions when run for End Date 2/28. NA NA NWERP-70578
Application Module Notes CRM Case Type Jira ID
Financial Management Accounts Payable AP Invoice Import - Three new standard CSV import formats have been added. The formats include a simple version (i.e. one item invoice, one GL account); a multi item version and an all fields version. The import documentation has been updated to include these new formats, along with csv templates. Please refer to the documentation on Help Central for more information. NA Enhancement NWERP-70439
Financial Management Asset Management Asset Journal - When the G/L Organization Set description included a "#" character, the Batch Detail page was not returning any results. (Financial Management > Asset Management > Asset Journals > Description > Display Results) 10682344 Bug Fix NWERP-70487
Financial Management Asset Management Asset Service - When a user was authorized to a large number of organization sets for Asset Management (but not all) via User Based Security, the page was not returning any assets when the user clicked Go. (Financial Management > Asset Management > Asset Service) 10391532 Bug Fix NWERP-70454
Financial Management Bank Reconciliation Bank Account Inquiry - Notes - Notes now appear correctly on the corresponding Bank Reconciliation batch. (Financial Management > Inquiries > Bank Accounts > Bank Account > Reconciliation) 10628684 Bug Fix NWERP-70488
Financial Management Inquiries Vendor Inquiry - Invoices - The item grid now displays an icon in the Asset column when the "Create New Asset" checkbox is checked on the invoice item. (Financial Management > Inquiries > Vendors > Vendor > Invoices > Invoice Number > Items) 10679273 Bug Fix NWERP-70486
Financial Management Inquiries GL Organization Inquiry - In some instances, the "Remaining Balance" was not appearing correctly when “Include Unposted Transactions” checkbox was checked. (Financial Management > Inquiries > General Ledger > G/L Organizations > Search Organization Set > Account Number > Include Unposted Transactions) NA Bug FIx NWERP-70456
Financial Management Inquiries Account Inquiry - In some instances, the "Remaining Balance" was not appearing correctly when “Include Unposted Transactions” checkbox was checked. (Financial Management > Inquiries > General Ledger > Accounts > Search Account > Include Unposted Transactions) NA Bug Fix NWERP-70455
Financial Management Payment Processing Void Payments - Positive Pay - The "Fixed Width - GENEX Format" is now correctly displaying the Transaction Amount for payments exceeding $999. (Financial Management > Payment Processing > Void Payments > Bank Account > Positive Pay) 10462902 Bug Fix NWERP-70489
Financial Management Reports Trial Balance - Prior Year Balances - When the prior year is a leap year, the Prior Balances column will now include 2/29 transactions when run for End Date 2/28. (Financial Management > Reports > General Ledger > Trial Balance Listing) NA NA NWERP-70470
Financial Management Revenue Collections The Track Revenues flag was being marked on voided receipts using projects. (Financial Management > Revenue Collections > Receipts) 6851479, 7179386 Bug Fix NWERP-70534
Application Module Notes CRM Case Type Jira ID
Financial Management Asset Management Asset Depreciation Batch - Enhancements have be made to improve the performance of the "Build Results" process, so it no longer times out when there are a large number of assets in the batch. (Financial Management > Asset Management > Depreciate Assets > New/Description) 7459388 Enhancement NWERP-70122
Financial Management Bank Reconciliation Bank Account Inquiry - Deposits - For confirming deposit batches, the Reconcile Status field has been modified to display as "N/A" instead of OPEN. (Financial Management > Inquiries > Bank Accounts > Bank Account > Transactions > Deposits) 10524608 NA NWERP-70162
Financial Management eMiscellaneous Billing eMiscellaneous Billing - The “Credit Card Enrollment” menu page no longer displays at the top of the page. 10528684, 10592057 Bug Fix NWERP-70012
Financial Management Inventory Control Physical Inventory Batch - Print Edit & Error Listing - A new option has been added to the "Show Preferences" section. When checked, the "Print Variances Only on Edit Listing" checkbox will only include inventory items where the quantity counted is different from the quantity on hand. The checkbox will be unchecked by default. (Financial Management > Inventory Control > Physical Inventory > Print Edit & Error Listing) NA Idea NWERP-70316
Financial Management Procurement Purchase Order Inquiry - AP Invoices Summary section - In some instances, the "PO Amount" column was rounding incorrectly. (Financial Management > Inquiries > Purchase Orders > Search PO > AP Invoices-Summary) 8312282 Bug Fix NWERP-70245
Financial Management Receipt of Goods Receipt of Goods - Enhancements have been made to improve performance when a large number of PO items are processed. The system will no longer time out with a "General Error" message. (Financial Management > Receipt of Goods > New) 10592486 Enhancement NWERP-70125
Financial Management Reports Reporting views - vwGLAccount - The "GLAccountDelimited" field was incorrectly returning NULL values. 10662932 Bug Fix NWERP-70340
Financial Management Revenue Collections Change Receipt – The ability to correct the Receipt Header and/or Receipt Transaction descriptions has been added. This was one of the five 2023 FM Design Challenge winners. (Financial Management > Revenue Collections > Change Receipt > New > OK) NA

Idea

NWERP-70330
Financial Management Revenue Collections Receipt Inquiry - Print - The ability to print receipts in the Tyler Forms receipt format has been added to this feature. (Financial Management > Inquiries > Revenue Collections > Receipts > Receipt Number > Print) 8005226 Bug Fix NWERP-70326
Application Module Notes CRM Case Type Jira ID
Financial Management Accounts Payable AP Invoice Payment - AP Automation - When the bank account setting "AP Check Name" is set to "Vendor Contact Name," the vendor contact name is now being sent over to AP Automation as the vendor name on the payment. TBD Bug Fix NWERP-70169
Financial Management Accounts Payable AP Invoice Entry - Remittance Address - When a vendor contact, flagged as ACH, is selected, an ACH icon will appear to the right of this dropdown. (Financial Management > Accounts Payable > Invoice Entry Batches > Batch Number > Invoice Number) NA Enhancement NWERP-70093
Financial Management Accounts Payable AP Invoice Entry - Remittance contact - The vendor contact description has been added to the hover display box. This will also appear on the Procurement entry pages, Purchasing address dropdown. (Financial Management > Accounts Payable > Invoice Entry Batches > Batch Number > Invoice Number) NA Enhancement NWERP-70092
Financial Management Accounts Payable AP Invoice Payment Batches - When the Company FM Settings flag "Payments Create Negative Cash Balance" is set to "Give a Warning" or "Do Not Allow," the warning/error message will not appear when only voiding invoices in the payment batch. (Financial Management > Accounts Payable > Invoice Payment Batches) 10532493 Bug Fix NWERP-70018
Financial Management Accounts Payable AP Invoice Entry - Full/Quick Entry - A new message will be displayed if open Contracts exist for a vendor. This message will only appear if the "Alert User if Contracts Exist for Vendor" checkbox in Company FM Settings>Accounts Payable Tab>Invoice Processing Options is checked. It will default as unchecked. This is one of the 2023 FM Design Challenge winning entries. (Financial Management > Accounts Payable > Invoice Entry Batches > Batch Number > Invoice Number) NA Idea NWERP-69850
Financial Management Annual Budget Processing Budget Maintenance - Budget Accounts - The Org Set dropdown, located at the top of this page, is now sorting correctly. (Financial Management > Annual Budget Processing > Budget Processing > Budget Maintenance > Organization) 10646746, 10643279 Bug Fix NWERP-70304
Financial Management Asset Management Asset Service - AP Transactions - The ability to associate AP Invoices from inactive vendors has been added to the page. (Financial Management > Asset Management > Asset Service > Search > Asset > Edit > Accounts Payable Transactions > New) NA Idea NWERP-70146
Financial Management Journals Journal Entry - When entering manual journal entries, the icons at the top of the page are now enabled without having to exit the journal and return. (Financial Management > Journals > Journals > Journal Number) 10637173 Bug Fix NWERP-70231
Financial Management Payment Processing Void Payments - Payment Dropdown - Payments dropdown will no longer return payments that are currently in an open Payment Reconciliation or Bank Reconciliation batch. (Financial Management > Payment Processing > Void Payments) TBD Bug Fix NWERP-70232
Financial Management Procurement Change Purchase Order - When Completing a PO with the Company FM Settings flag "Use Change Purchase Order Reason and Text" set to "Not Used," an error is no longer occurring. (Financial Management > Procurement > Purchasing > Change Purchase Orders > P.O. Number > Complete Item) 10602574 Bug Fix NWERP-70152
Financial Management Procurement Amend Contract - In some instances, when adding items in the amend process, users were getting an error. (Financial Management > Procurement > Contracts > Amend Contract > Contract Number > Contract Items) 10231419 Bug Fix NWERP-70130
Financial Management Procurement Requisition Entry – After adding an item with a G/L Account and Project and clicking “Save/New Item,” entering a new GL account that doesn't support the defaulting Project will now clear out the previous Project. (Financial Management > Procurement > Purchasing > Requisitions > New) 10436194 Bug Fix NWERP-70017
Financial Management Procurement Change Purchase Order - When emailing a PO from the workflow process, SSRS PO forms no longer issue an error. (Financial Management > Procurement > Purchasing > Change Purchase Orders > Email) 5525817 Bug Fix NWERP-39486
Financial Management Project Accounting Project Maintenance - The Project level "Exclude Balance Sheet Activity" checkbox is now updating the associated Subprojects and Detail Projects correctly when changed. (Financial Management > Project Accounting > Project Maintenance > New) 10327643 Bug Fix NWERP-70174
Financial Management Project Accounting Project Maintenance - When a Project has a Subproject below it, the "Track Revenues" checkbox was incorrectly enabling at the Project level when the user clicked save. This field is only enabled at the Project level if no Subprojects exist below it, and it has not been associated with transactions or other records. (Financial Management > Project Accounting > Project Maintenance > New) 10327643 Bug Fix NWERP-70147
Financial Management Work Orders Work Orders - Materials - When issuing an inventory item to a work order, the Total Cost of the item is now rounded to two decimal places. 9774641 NA NWERP-70242
Financial Management Year-End Processing FM State Reporting - Indiana Form 9 - The transmittal file export no longer returns Section 5 - Beginning Fund Balance. This change was required by the Indiana DOE. (Financial Management > Year-End Processing > FM State Requirements > FM State Reporting) NA Enhancement NWERP-70168
Application Module Notes CRM Case Type Jira ID
Financial Management Accounts Payable Change AP Invoice – When removing a PO from an AP Invoice, where the PO has an Edit-mode Invoice, a non user friendly error message was appearing when posting the change. (Financial Management > Accounts Payable > Change Invoice > Invoice Number > Post) 10466215 Bug Fix NWERP-70014
Financial Management Accounts Payable AP Invoice Entry Batch - Invoice list - The "Changed By" user and "Changed Date" columns have been added to the grid. They will default as shown. (Financial Management > Accounts Payable > Invoice Entry Batches > Batch Number) NA User Group Suggestion NWERP-70010
Financial Management Accounts Payable AP Invoice Inquiry - Items - The "Invoice Item Information" pop up dialog, that appears when you hover over the item description, now displays the value under "Create New Asset" correctly. 8134301 Bug Fix NWERP-69897
Financial Management Accounts Payable AP Invoice Entry Batch List/Workflow - The last "Changed By" user and last "Changed Date" columns have been added to these grids. They will default as Shown. (Financial Management > Accounts Payable > Invoice Entry Batches) NA User Group Suggestion NWERP-69353
Financial Management Accounts Payable AP Invoice Entry - Full Invoice - The "Purchase Order" icon in the "Invoice Items" section will now display the PO number when the user hovers over the icon. (Financial Management > Accounts Payable > Invoice Entry Batches > Batch Number > Invoice Number > Description) NA User Group Suggestion NWERP-69329
Financial Management Accounts Payable AP Invoice Entry - Full Invoice - The asterisk (*) now appears next to the document icon when a remote document has been attached. 524647, 6122806 Bug Fix NWERP-8080
Financial Management Asset Management Asset Service - Work Orders - The associated work orders now appear on the "Work Orders Performed" and "Asset Used in Work Orders as Equipment" grids. 8834071 Bug Fix NWERP-69879
Financial Management Inquiries G/L Organization Inquiry - In some instances, the "Remaining Balance" was not appearing correctly when “Include Unposted Transactions” checkbox was checked. 10568703 Bug Fix NWERP-70013
Financial Management Inquiries Vendor Audit Inquiry - The Vendor dropdown in the search area has been modified to return both active and inactive vendors. (Financial Management > Inquiries > Vendor Audit) NA Idea NWERP-69905
Financial Management Inventory Control Facility Inquiry - In some instances, the "On Hand" Item quantities did not appear correctly on some of the grids. 10237342 Bug Fix NWERP-70096
Financial Management Journals Journal Entry - When a remote document is added, the "asterisk" now appears to indicate there is a document attached. (Financial Management > Journals > Journals > Journal Number > Documents) 512453/5549779 Bug Fix NWERP-39329
Financial Management Maintenance Items - Inventory Location - When adding a new inventory location that uses a Standard Costing default method, the Standard Costing fields now appear on the page. 5528933 Bug Fix NWERP-69882
Financial Management Procurement Purchase Order Inquiry - Advanced Search - The "Buyer" dropdown field has been added to the search criteria. (Financial Management > Inquiries > Purchase Orders > Advanced Search) NA Idea NWERP-69906
Financial Management Project Accounting Project Performance Report - In some instances, the totals row would incorrectly display the word "false" instead of the Sub Project description. 10531544 Bug Fix NWERP-70011
Financial Management Revenue Collections Receipt Inquiry - History - The "Change Reason Code" and "Change Reason Text" columns have been added to the grid. NOTE: Users may need to clear cached images and files in their browser if the columns do not appear. (Financial Management > Inquiries > Revenue Collections > Receipts > Receipt Number > Receipt History) NA Enhancement NWERP-70031
Financial Management Revenue Collections Receipt Inquiry - Transactions - The Payment Code field has been enhanced to include both the code and description. (Financial Management > Inquiries > Revenue Collections > Receipts > Receipt Number > Transactions) NA Enhancement NWERP-70029
Application Module Notes CRM Case Type Jira ID
Financial Management Annual Budget Processing Budget Import - The ability to import budget transactions, forecasted amounts and biennial amounts using a CSV format has been added to the software. Refer to the Budget Import documentation on Help Central for additional information. Click here to open a .zip file of the Budget Import specifications. NA Enhancement NWERP-68889
Financial Management Bank Reconciliation Receipt Deposit Batches - Validation - A new warning has been added if the Group Deposit Dates are not the same as the Batch Deposit Date. (Financial Management > Bank Reconciliation > Receipt Deposit Batches) NA Enhancement NWERP-69965
Financial Management Bank Reconciliation Reconcile Bank Accounts - The ability to validate a reconciliation batch from within the batch has been added. The new Validate icon has been added to the list of workflow icons at the top of the page. (Financial Management > Bank Reconciliation > Reconcile Bank Accounts > Account > Validate) NA User Group Suggestion NWERP-69347
Financial Management Bank Reconciliation Reconcile Bank Accounts - The Beginning Balance column has been added to the List and Workflow pages. It will default as shown. (Financial Management > Bank Reconciliation > Reconcile Bank Accounts) NA User Group Suggestion NWERP-69346
Financial Management Bank Reconciliation

Reconcile Bank Accounts - Deposits - Several enhancements have been made to the grid and Deposit Transaction Inquiry pop up window:

  • Deposits page grid - The Date column has been renamed Deposit Date.
  • Deposits page grid - The Override G/L Date column has been added.
  • Deposit Transaction Inquiry pop up - The Deposit Date under Batch Information field has been changed to the Batch Deposit Date.
  • Deposit Transaction Inquiry pop up - The Override G/L Date field has been added.
  • Deposit Transaction Inquiry pop up - The Group Deposit Date field has been added under the Deposit Group Information section.
 NA User Group Suggestion NWERP-69177
Financial Management Procurement Requisitions - Approval notifications on the home page are now being correctly removed when a requisition has been changed and invalidated. 6669025 Bug Fix NWERP-69935
Financial Management Revenue Collections Receipt Import - The ability to import the code associated with the Payment Type = Other has been added to the software. Refer to the Receipt Import documentation on Help Central for additional information. Click here to open a .zip file of the Revenue Collection Receipt Import specifications. 10023986 Enhancement NWERP-69840
Financial Management Revenue Collections Revenue Collections - Receipts created from EP&L, with a tender type of Charge, will now be assigned a Payment Sub Type of Manually Entered Credit Card. 10354403 Bug Fix NWERP-69569
Application Module Notes CRM Case Type Jira ID
Financial Management Procurement Requisition, Purchase Order, AP Invoice Entry - The auto-populate GL Account feature is now properly defaulting in the GL account onto the entry page. (Financial Management > Procurement > Purchasing > Requisitions > New) 10494010 Bug Fix NWERP-69899
Financial Management Procurement Change Purchase Order - When printing from the workflow page, the approvals will now print on the standard SSRS form when the preference is selected. (Financial Management > Procurement > Purchasing > Change Purchase Orders > Print > Show Preferences > Print Approvals > Select PO > Submit) 6241273 Bug Fix NWERP-54750
Financial Management Procurement Vendor Service/Inquiry - Vendor Inquiry and Vendor Service name searches will now return values that include brackets ([ ]) or braces ({ }). 5523103 Bug Fix NWERP-39487
Financial Management Year-End Processing

1099 Processing - 2023 Tax Year 1099 Updates

Following is an overview of what has been added or changed since the 2022 year-end:

  • Form 1099 Transmittal File
    • Modifications have been made to Forms 1099-MISC for current year box changes.
    • Combined Federal/State Filing (CF/SF) Program: The IRS has added the District of Columbia and Pennsylvania to the list of participating states.
 NA NA NWERP-69927
Application Module Notes CRM Case Type Jira ID
Financial Management Accounts Payable AP Invoice Payment - When attempting to void an invoice, users received an error. This has been resolved. (Financial Management > Accounts Payable > Invoice Payment Batches > Bank Account > Add > Search > Select Invoice > Void Invoice) 10496902 Bug Fix NWERP-69838
Financial Management Inventory Control Items - Inventory Locations - The Initial Quantity and Values fields (i.e. Available to Issue & Issue Price/Unit) now allow the user to enter up to 4 decimal places. (Maintenance > new world ERP Suite > Procurement > Items > New > Inventory Locations) 361106, 5529889 Bug Fix NWERP-39454
Financial Management Maintenance Chart of Accounts - Accounts - The grid has been enhanced to allow for exporting more than 2,000 accounts. (Maintenance > new world ERP Suite > Chart of Accounts > Accounts) 10418316 Enhancement NWERP-69732
Financial Management Maintenance GL Accounts - Mass Status Change - The new column "Project Requirement/ Usage" has been added to the results grid. This will allow users to see the state of these fields prior to and after the changes. (Maintenance > new world ERP Suite > Chart of Accounts > G/L Accounts > Mass Status Change) NA Enhancement NWERP-69701
Financial Management Maintenance Department List - When adding a new department, if the selected Shipping Location and Bill To Location are already in user by another department, the screen no longer freezes when saving. 10381757 Bug Fix NWERP-69514
Financial Management Miscellaneous Billing MB Customer Search - The Grantor Type field has been added as an available column on this grid. It will default as hidden. (Financial Management > Miscellaneous Billing > Billing Invoice Batches > New > Save > New > Search for MB Customer) NA Enhancement NWERP-68966
Financial Management Revenue Collections Revenue Collections - The "Override Cash Account" on the batch header has been renamed to "Override G/L Cash Account." The "Credit Account" and "Debit Account" fields in the Transaction section of Receipt entry have been renamed to "Credit G/L Account" and "Debit G/L Account." (Financial Management > Revenue Collections > Receipts > Batch Number > Receipt Number) NA Enhancement NWERP-69702
Financial Management Year-End Processing Vendor Invoice Maintenance - The "Payment Number" field has been added to the 1099 Vendor Invoice grid. It has been defaulted as Shown. The "APA Status", "APA Payment Method," "APA Check Number," and "APA Payment Reference Number" fields have also been added to this grid. They will default as Hidden. (Financial Management > Year-End Processing > Vendor 1099 Processing > Invoices) NA Enhancement NWERP-69764
Financial Management Year-End Processing 1099 Audit Reports - The new "1099 Transactions Applied to APA Virtual Credit Card Payments" report has been added to identify AP invoice items that have been flagged as 1099 but were paid by virtual credit card via AP Automation. (Financial Management > Year-End Processing > Vendor 1099 Processing > 1099 Audit Report) NA Enhancement NWERP-68948
Application Module Notes CRM Case Type Jira ID
Financial Management Accounts Payable AP Invoice Payment - The "Attachments" column has been added to the "Invoice Payment Batch - Invoices" list and "Select Invoices for Payment" list pages. It will default as shown. (Financial Management > Accounts Payable > Invoice Payment Batches > Bank Account > Add > Search) NA Idea NWERP-69567
Financial Management Accounts Payable AP Invoice Payment Batch - When voiding an AP Invoice and clicking on submit, the error "Invoice has already been selected for payment" will now display if the invoice has already been selected for payment. This can occur if there are multiple sessions open. 9985825 Enhancement NWERP-69560
Financial Management Bank Reconciliation Receipt Deposit Batches List/Workflow - The "Cashier" column has been added to these grids. It will default as Shown. (Financial Management > Bank Reconciliation > Receipt Deposit Batches) NA Idea NWERP-69458
Financial Management Bank Reconciliation Receipt Deposit Batches List/Workflow - The "Batch Total" column has been added to these grids. The "Deposit Amount" column has been relabeled to "Deposit Total" to match the label on the edit page. (Financial Management > Bank Reconciliation > Receipt Deposit Batches) NA Idea NWERP-69086
Financial Management Maintenance G/L Organization Components - Exporting the grid for the "Current Page only" is now returning the correct values. (Maintenance > new world ERP Suite > Chart of Accounts > G/L Organization > Components > Feature chooser > Export) NA Bug Fix NWERP-69630
Financial Management Maintenance GL Account Mass Status Change - New checkboxes have been added to allow users to select whether to change the "Budget Type/Account Status" and/or the "Project Requirement/Usage" during the mass status change. (Maintenance > new world ERP Suite > Chart of Accounts > G/L Accounts > Mass Status Change) NA Enhancement NWERP-68777
Financial Management Miscellaneous Billing MB Print Delinquent Invoice Notice - In some instances, invoices with an "Assigned to Collection Agency" were printing on delinquent notices but not appearing on the listing. (Financial Management > Miscellaneous Billing > Period End Processing > Print Delinquent Notices) 7884895 Bug Fix NWERP-69475
Financial Management Procurement Purchase Order/Change Purchase Order List/Workflow - The "Assigned to Buyer" has been added as an available column on these grids. They will default as hidden. (Financial Management > Procurement > Purchasing > Purchase Orders/Change Purchase Orders) NA Idea NWERP-69662
Financial Management Procurement Purchase Order List/Inquiry - In certain instances, the "Details" and "Transactions" sections would not expand if the single or double quotes (',") characters were included in the PO description. (Financial Management > Procurement > Purchasing > Purchase Orders > Approvals) 10374498 Bug Fix NWERP-69612
Financial Management Project Accounting Project Inquiry - Inactive Reason - In some instances, the "Inactive Reason" was displaying the incorrect validation set entry. 9120860 Bug Fix NWERP-69614
Application Module Notes CRM Case Type Jira ID
Financial Management Accounts Payable Accounts Payable P-Card Import - A validation error has been added to prevent users from creating multiple p-card invoices when more than more browser session is open. (Financial Management > Accounts Payable > Invoice Entry Batches > Import Purchasing Card) TBD Bug Fix NWERP-69515
Financial Management Accounts Payable AP Invoice Entry – If the Invoice Date is after the Due Date, a warning will be issued when the user saves the invoice and when running the validation process. This is one of the 2023 FM Design Challenge winning IDEAS. (Financial Management > Accounts Payable > Invoice Entry Batches > Batch Number > Invoice Number) NA Enhancement NWERP-68792
Financial Management Accounts Payable AP Invoice Entry – If the Invoice Date is outside the range of the Start or End date of a Contract number included on an invoice item, a warning will be issued when the user saves the invoice and when running the validation process. This is one of the 2023 FM Design Challenge winning IDEAS. (Financial Management > Accounts Payable > Invoice Entry Batches > Batch Number > Invoice Number) NA Enhancement NWERP-68793
Financial Management Inventory Control Inventory Journal Batch Edit/Post Listing - In some instances, descriptions were cut off on the bottom of the page. (Financial Management > Inventory Control > Inventory Journals > Edit Listing > Show Preferences > Include Detail Inventory Transaction Information) 10271989 Bug Fix NWERP-69431
Financial Management Inventory Control Inventory Transactions - When interfaced to Miscellaneous Billing, issue transactions were issuing errors. (Financial Management > Inventory Control > Transactions > Issues) 10333363 Bug Fix NWERP-68716
Financial Management Miscellaneous Billing MB Invoice Type - The Previous and Next buttons have been added to the edit page. (Maintenance > Financial Management > Miscellaneous Billing > Invoice Types > Edit) NA Enhancement NWERP-68967
Financial Management Procurement Purchase Order Report - The amount fields on PO's with a Canceled Status will now appear as zeros. (Financial Management > Reports > Purchasing > Purchase Order Report) 5530212 Bug Fix NWERP-39501
Financial Management Reports FM Reports - Department jumpbox - When users place their cursor over a department, the hover text will now display the full code and description. Note: this change will only affect reports which use the standard department jumpbox. 10348206 Enhancement NWERP-69409
Financial Management Revenue Collections Revenue Collections List/Workflow - The Attachments column has been added to the grid so users can easily access documents attached to batches. (Financial Management > Revenue Collections > Receipts) NA Idea NWERP-68763
Application Module Notes CRM Case Type Jira ID
Financial Management Accounts Payable AP Automation - In some instances, payment status and details were not being updated correctly. (Financial Management > Payment Processing > Payment Batches > Batch Select > AP Automation > Send to AP Automation) 10276503 Bug Fix NWERP-69126
Financial Management Procurement Change PO - When saving a PO, if a user was not authorized to a GL Account, an inaccurate error message was being returned. (Financial Management > Procurement > Purchasing > Change Purchase Orders > P.O. Number > Edit and Save) 10182518 Bug Fix NWERP-69312
Financial Management Procurement Change PO - When doing a partial search of a PO number, all results are now being returned. (Financial Management > Procurements > Change Purchase Orders) 10310500 Bug Fix NWERP-69301
Financial Management Procurement

Contract Inquiry - After changing the from or to dates, the page will now refresh when the user clicks the Enter key. This change will apply to the following nodes:

  • General
  • G/L Analysis
  • Project Analysis
  • Purchase Orders
  • Requisitions
  • AP Invoices

(Financial Management > Inquiries > Contracts > Contract w/ AP invoices)

 User Group Suggestion Enhancement NWERP-69293
Financial Management Reports FM Reports - Accounts jumpbox - When users place their cursor over an account, the hover text will now display the full code and description. Note: this change will only affect reports which use the standard accounts jumpbox. TBD Bug Fix NWERP-69394
Financial Management Reports FM Reports - Organization jumpbox - When users place their cursor over an organization, the hover text will now display the full code and description. Note this change will only affect reports which use the standard organization jumpbox. TBD Bug Fix NWERP-69393
Financial Management Reports Dynamic Budget Performance Report - This report has been enhanced with a new selection criteria checkbox to "Include Unposted Transactions" in the report amounts. When checking the box, the amount columns will include the same unposted transaction activity as reported at the bottom of the G/L Account Inquiry page. This was a 2023 FM Design Challenge winning idea. (Financial Management > Reports > Dynamic Reports > Dynamic Budget Performance Report) NA Enhancement NWERP-69327
Financial Management Reports Budget Performance Report - This report has been enhanced with a new selection criteria checkbox to "Include Unposted Transactions" in the report amounts. When checking the box, the amount columns will include the same unposted transaction activity as reported at the bottom of the G/L Account Inquiry page. This was a 2023 FM Design Challenge winning idea. (Financial Management > Reports > Budgetary > Budget Performance Report) NA Enhancement NWERP-69326
Financial Management Year-End Processing FM State Reporting - Indiana Form 9 - The "Report Type" dropdown field was not appearing on the Transmittal File page. (Financial Management > Year-End Processing > FM State Requirements > FM State Reporting) NA Bug Fix NWERP-69386
Financial Management Year-End Processing FM State Reporting - Expenditure Data - When clicking Export Data button, the "Include GL Account Information" option is now available. (Financial Management > Year-End Processing > FM State Requirements > FM State Reporting > Process > Expenditure Data > Search > Export Data) TBD Bug Fix NWERP-69311
Application Module Notes CRM Case Type Jira ID
Financial Management Accounts Payable AP Invoice Report - In some instances, when run by "Vendor - Invoice," the report incorrectly displays a single Sub-Department. (Financial Management > Reports > Accounts Payable > Accounts Payable Invoice Report) 524439, 5546887, 6040932 Bug Fix NWERP-69115
Financial Management Annual Budget Processing Budget Worksheet Report - In some instances, printing the report with Comments as Footnotes, was incorrectly spacing out accounts with a blank page each after account. (Financial Management > Reports > Annual Budget > Budget Worksheet) 10243444 Bug Fix NWERP-69121
Financial Management Annual Budget Processing Budget Maintenance - After entering an Organization in the Search area, if the user checks the Complete checkbox, an error no longer occurs. (Financial Management > Annual Budget Processing > Budget Processing > Budget Maintenance) 8763377, 6915494 Bug Fix NWERP-68863
Financial Management Asset Management Asset Service - General - The sections will now auto expand when the "Edit" mode "Save Display Settings" is saved. (Financial Management > Asset Management > Asset Service) 10309673 Enhancement NWERP-69261
Financial Management Inventory Control Inventory Journals - When clicking "Display Results" on a batch, the system no longer throws a Javascript error if the batch Description includes an apostrophe. 10211148 Bug Fix NWERP-69120
Financial Management Maintenance G/L Organization Components - Exporting the grid for the "Current Page only" is now returning the correct values. (Maintenance > new world ERP Suite > Chart of Accounts > GL Organizations > Components) NA Bug Fix NWERP-69104
Financial Management Procurement Requisition/Purchase Orders - When a Requisition or PO are created by using a Template or the Copy feature, the validation will now issue an error if the user is not authorized to a GL account or Project on the created requisition/PO. 8623387 Bug Fix NWERP-69168
Financial Management Procurement Requisition and Purchase Order Entry - Required UDF's (User Defined Fields) for Procurement Forms and Items are now included in the validation process. The system will issue an error if a required field is left blank. (Financial Management > Procurement > Purchasing > Requisitions) 6746263 Bug Fix NWERP-69151
Financial Management Procurement Copy Requisition/Purchase Order - When copying an existing Requisition/Purchase Order from a currently inactive vendor, the vendor field will no longer be populated with the inactive vendor number. 405501, 9972494, 8590557 Bug Fix NWERP-39496
Financial Management Project Accounting Project Journals - General Tab - The "Fiscal Year" display box has been removed from this page after a journal has been saved. In some instances, an incorrect year was displayed. This field is only used to determine the fiscal year the user would like to be assigned to the journal number that is created. Once saved, the fiscal year selected is displayed as the first four characters of the journal number. 10277545 Bug FIx NWERP-69141
Financial Management Revenue Collections Revenue Collection Batch List/Workflow pages - The G/L Date has been added as an available column on the grid. It will default as shown. NA Idea NWERP-69172
Application Module Notes CRM Case Type Jira ID
Financial Management Accounts Payable Payments Made to Vendors - Enhancements have been made to improve performance. (Financial Management > Reports > Accounts Payable > Payments Made to Vendors) NA Enhancement NWERP-69037
Financial Management Bank Reconciliation Receipt Deposit Batches - The List and Workflow pages have been enhanced to improve performance. (Financial Management > Bank Reconciliation > Receipt Deposit Batches) NA Enhancement NWERP-69064
Financial Management Bank Reconciliation Receipt Deposit Batches - Receipt Transactions - When clicking the "Reassign" button, the following List page grid columns have been added to the "Reassign to Receipt Deposit Batch" dropdown: Receipt Batch Number, Description. (Financial Management > Bank Reconciliation > Receipt Deposit Batches > Bank Account > Receipt Transactions) NA Enhancement NWERP-68801
Financial Management Journals Journal Import - Encumbrance Adjustments - The import validation will now issue an error on transactions when GL Account/Project requirements are not valid. (Financial Management > Journals > Journals > Import) 9997440 Bug Fix NWERP-69046
Financial Management Journals Journal Import - Budget Adjustments - G/L Accounts with a status of "Budget Only" can now be imported without error. (Financial Management > Journals > Journals > Import) 9996372 Bug Fix NWERP-69045
Financial Management Miscellaneous Billing MB Invoice Inquiry - Transactions - The "+" next to each applicable transaction now appears correctly. (Financial Management > Inquiries > Miscellaneous Billing > Invoice Inquiry > Invoice Number > Transactions) 10238366 Bug Fix NWERP-69062
Financial Management Miscellaneous Billing MB Invoice Entry - Cash Basis - The validation process will now validate when a Project is required for a GL Account. (Financial Management > Miscellaneous Billing > Billing Invoice Batches) 10203368 Bug Fix NWERP-69048
Financial Management Procurement Purchase Order Inquiry - Advanced Search - The new field "Item Description" has been added to this page. The description entered into this field will search both the Item Description field (i.e. the one below the Item prompt) and the Detail Item Description field (i.e. the one that pops up after clicking on the icon located on the right of the Item Description field). It will return all PO's that match that exact string of characters. This was one of the Five winning FM Design Challenge IDEAS presented at the 2023 Tyler Connect Conference. (Financial Management > Inquiries > Purchase Orders > Advanced Search) Idea Enhancement NWERP-69051
Financial Management Procurement Purchase Order Encumbrance Reconciliation Report - Enhancements have been made to improve performance. (Financial Management > Reports > Purchasing > Purchase Order Encumbrance Reconciliation Report) NA Enhancement NWERP-69038
Financial Management Reports Budget Amendment Report - The report will now filter correctly by a user's authorized G/L Organizations setup on User Based Security>Subledgers>General Ledger. (Financial Management > Reports > Budgetary > Budget Amendments Report) 9403369 Bug Fix NWERP-68514
Application Module Notes CRM Case Type Jira ID
Financial Management DSS-Analytics To allow the nightly DSS job to complete successfully, special characters will not be included in the DSS database. 10205339 Bug Fix NWERP-68992
Financial Management eSupplier eSupplier - If no Bids exist, clicking the eBids tab was issuing an error. 10152963 Bug Fix NWERP-68955
Financial Management Inquiries G/L Organization Inquiry - Unposted Transactions - When the Summarization Level is None (i.e. viewing at the GL account level), the Budget Analysis icon will now appear when unposted transactions exist for that account. (Financial Management > Inquiries > General Ledger > G/L Organizations) NA Bug Fix NWERP-68892
Financial Management Procurement Inventory Requests - The G/L Account prompt is now properly validating against the Procurement Subledger security. (Financial Management > Procurement > Inventory Request) 9518194 Bug Fix NWERP-68370
Financial Management Project Accounting Project Maintenance - Project Usage pop up - When an MB Invoice type was not setup with a Project assigned at the Distribution level, only at the Billing Code level, the MB Invoice Type was not displaying on this pop up. NA Bug Fix NWERP-68838
Financial Management Reports Budgetary Budget Cross Organization by Account Number Report - The Account jump box incorrectly included balance sheet accounts. (Financial Management > Reports > Budgetary > Budget Cross Org by Account Number > Accounts) NA Bug Fix NWERP-68772
Financial Management Reports Report Views - The "GL_Account_Status" field in the "vwGL_GLAccount_Attribute" view now displays correctly when the values of "Budget, Reports" are selected. (Maintenance > new world ERP Suite > Chart of Accounts > G/L Accounts > List) 9147209 Bug Fix NWERP-68515
Application Module Notes CRM Case Type Jira ID
Financial Management Annual Budget Processing Budget Maintenance - Budget Accounts - The page is no longer adjusting upwards slightly when clicking on an amount field on the bottom row of a page. (Financial Management > Annual Budget Processing > Budget Processing > Budget Maintenance > Organization) 8089515 Bug Fix NWERP-68722
Financial Management Annual Budget Processing Annual Budget Levels - The level description fields, on this Company Suite Settings page, have been modified to no longer allow special characters to be entered. These special characters were causing the Budget Worksheet columns to return $0 amounts. (Maintenance > Financial Management > Company FM Settings > Annual Budget Levels) 5620089, 5525950 Bug Fix NWERP-44360
Financial Management Bank Reconciliation Receipt Deposit Batches - Performance enhancements have been made which will prevent a batch with a large number of transactions from issuing an error. (Financial Management > Bank Reconciliation > Receipt Deposit Batches) 10121357 Enhancement NWERP-68797
Financial Management Grant Management Grant Programs - The Previous and Next buttons are no longer disabled. (Maintenance > Financial Management > Grant Management > Programs > Title) NA Bug Fix NWERP-68780
Financial Management Grant Management Grant Types - The Previous and Next buttons have been added to this page. (Maintenance > Financial Management > Grant Management > Grant Types > Name) NA Enhancement NWERP-68769
Financial Management Journals Retrieve Journals - Recreate/Reverse - The option "Journals/Transactions" will now default in the "Overrides Applies to" fields instead of "Journals." (Financial Management > Journals > Retrieve Journals) NA Enhancement NWERP-68776
Financial Management Miscellaneous Billing MB Customer - eSuite Access Link - When clicking on this link, the user is now correctly navigated to the eSuite page. 9954711 Bug Fix NWERP-68720
Financial Management Revenue Collections Receipt Inquiry - The Cashier dropdown will now appear in alphabetical order. (Financial Management > Inquiries > Revenue Collections > Receipts) NA Idea NWERP-68762
Financial Management Revenue Collections

Receipt Inquiry - Enhancements have been added to the grid:

  • The Date column has been renamed Payment Date
  • The G/L Date column has been added. It will appear to the right of the Payment Date. It will default as Shown.
  • The Description column has been added. This field represents the Receipt Header Description. It will appear to the right of the Amount column. It will default as Shown. (Financial Management > Inquiries > Revenue Collections > Receipts)
 NA Enhancement NWERP-68569
Financial Management Year-End Processing Hard Close Funds - The Fiscal Year to Close dropdown will now default as Shown in the Search area located at the top of the page. (Financial Management > Year-End Processing > Hard Close Funds) NA Enhancement NWERP-68770
Financial Management Year-End Processing Hard Close Funds - The "Fiscal Year to Close" dropdown will now sort in descending order and only include years where journal transactions exist. (Financial Management > Year-End Processing > Hard Close Funds) NA Enhancement NWERP-68834
Application Module Notes CRM Case Type Jira ID
Financial Management Accounts Payable AP Invoice Payment - Select Invoices for Payment - The "Add All" button is now properly selecting AP Automation invoices set to "Include." (Financial Management > Accounts Payable > Invoice Payment Batches > New/Bank Account > Add > Add All) NA Bug Fix NWERP-68761
Financial Management Accounts Payable AP Invoice Payment Batches - The "APA Contact Type" column has been added to the "Select Invoices for Payment" page. It will default as Shown. This will only appear for APA (AP Automation) flagged Bank Accounts. (Financial Management > Accounts Payable > Invoice Payment Batches > New/Bank Account > Add) NA Enhancement NWERP-68709
Financial Management Accounts Payable AP Invoice Payment Batch - AP Automation - A payment batch can now be deleted if the submission is marked as "Failed" on more than one attempt. NA Bug Fix NWERP-67617
Financial Management Payment Processing

Payment Batch Register - The "Check Sort Code" has been added to the Invoice detail section.

 NA Enhancement NWERP-68723
Financial Management Procurement Vendor Change Request - The contact checkbox "Exclude from AP Automation" flag is now being updated properly. (Financial Management > Procurement > Vendor Change Request > Vendor > Contacts) TBD Bug Fix NWERP-68691
Financial Management Project Accounting Project Income Statement - The ability to select projects by "Search Criteria" has been added to this report. (Financial Management > Reports > Project Accounting > Project Income Statement) NA Idea NWERP-68575
Financial Management Work Orders Work Orders - Materials - When issuing an inventory item from this page, the user no longer encounters an error. (Financial Management > Work Orders > Work Manager) 10084603 Bug Fix NWERP-68721
Application Module Notes CRM Case Type Jira ID
Human Resources eTime Off Requests Once a time off request was approved and the time off was initialized in payroll, the accrual balance was not reduced, allowing employees to request time off they did not have. 10779773 Bug Fix NWERP-70807
Human Resources Non-Employee A Medicare workflow tab containing common fields for tracking Medicare information has been added to the Non-Employee Service and Non-Employee pages. (Human Resources > Non-Employee > Non-Employee Service > New/Non-Employee Edit) NA Enhancement NWERP-70557, NWERP-70558
Human Resources Reports When the prior year is a leap year, the Prior Year Balances column on the Payroll Budget to Actual Report now includes 2/29 transactions when run with a Report Through Date of 2/28. (Human Resources > Reports > Pay Day Reports > Payroll Budget to Actual Report) NA NA NWERP-70853
Human Resources State Requirements The New York State and Local Retirement System (NYSLRS) Report create data process resulted in an error for an invalid effective date range. (Human Resources > State Requirements > NY > Retirement List > Create) 10871379 Bug Fix NWERP-71057
Application Module Notes CRM Case Type Jira ID
Human Resources DSS Analytics Approval Manager DSS processes have been updated to include the process type. NA NA NWERP-70542
Human Resources eSuite After an employee change request was posted, the Current Value incorrectly reflected the new Requested Change. (Human Resources > eSuite > Employee Change Request > Employee) 10744501 Bug Fix NWERP-70784
Human Resources Maintenance-Positions Special characters have been removed from the job Description on the Position page. (Maintenance > Human Resources > Positions > Positions > Position Number) 10759734 Bug Fix NWERP-70688
Human Resources Payroll Administrator Tasks The Step Rate Increase Report generated employees on the report only but did not generate events on the employees' Jobs tabs after calculation. (Human Resources > Payroll Administrator Tasks > Calculate Step Rate Increase) 10457851 Bug Fix NWERP-70769
Human Resources Payroll Hours A validation error occurred in Centralized Hours Entry. (Human Resources > Payroll Manager > Batch Number > Centralized Hours Entry) 10798158, 10795646, 10811359, 10815747 Bug Fix NWERP-70848
Human Resources Reports The Effective Date and date range have been removed from the Accrual Projection Report page. The report now looks at the accrual category and the roll date to find the accrual year. The accrual year displays in the header of the report. (Human Resources > Reports > Management Reports > Accrual Projection Report) NA Enhancement NWERP-70554, 70793, 70794
Human Resources State Requirements Contribution groups did not generate on the Kentucky Retirement Report transmittal file. (Human Resources > State Requirements > KY > Retirement List > Print) 10753282 Bug Fix NWERP-70856
Human Resources State Requirements An employee did not have wages reported for Iowa state tax when the amount paid was less than the standard deduction and credit amounts. 10768265, 10788420 Bug Fix NWERP-70809
Human Resources State Requirements The Minnesota PERA Annual Exclusion Report requires an employee's most recent hire date. (Human Resources > State Requirements > MN > PERA Exclusion Report) 10701861 Enhancement NWERP-70776
Human Resources State Requirements Total earnings were incorrect on the Illinois Retirement List/Over Wage Limit. A new table column to identify deduction codes that reduce the Illinois Municipal Retirement Fund (IMRF) reportable wages has been added to the deductions table on the Illinois System Settings Maintenance page. (Human Resources > State Requirements > IL > System Settings Maintenance) 10687367, 10751816, 10775346, 10756222, 10671872 Enhancement NWERP-70775
Human Resources Workforce Administration Newly added employees could not be deleted. (Human Resources > Workforce Administration > Search > Delete) 10748415, 10818356 Bug Fix NWERP-70707
Application Module Notes CRM Case Type Jira ID
Human Resources Payroll Processing A deduction was stopped for the current pay when the gross limit was met but was taken on the following pay. 10734095 Bug Fix NWERP-70637
Human Resources Reports The G/L Distribution Report did not display all benefit codes selected. (Human Resources > Reports > Earnings Reports > G/L Distribution Report) 7217860 Bug Fix NWERP-70653
Human Resources Reports A Tax Type filter has been added to the Employee Tax Report page. (Human Resources > Reports > Employee Reports > Employee Tax Report) NA Enhancement NWERP-70545
Human Resources Reports The Shift Time and Attendance Report has been enhanced to run for a selected range of work dates. (Human Resources > Reports > Pay Day Reports > Shift Time and Attendance Report) NA Enhancement NWERP-70540
Human Resources State Requirements Reportable gross calculated incorrectly for Voluntary Additional Deductions in Illinois retirement reporting. (Human Resources > State Requirements > IL > Retirement List > Create) 10340276, 10574867, 10711500, 10761499 Bug Fix NWERP-70574
Human Resources State Requirements The New York State and Local Retirement System (NYSLRS) summary report has been formatted to follow the same format as the NYSLRS entry page for summary totals. (Human Resources > State Requirements > NY > Retirement List > Print) NA Enhancement NWERP-69528
Human Resources Time Off Requests Requests did not filter by user levels in the To Approve view. (Human Resources > Time Off Requests > Time Off Request List > Show View Preferences = To Approve) 10345508 Bug Fix NWERP-70575
Application Module Notes CRM Case Type Jira ID
Human Resources eEmployee Future-dated position events displayed on the Position and Pay Rate page. 10372375 Bug Fix NWERP-70471
Human Resources eEmployee A Total Allowances column has been added to the Tax Information table for employees with Iowa state taxes. Dependent Exemptions, First Time Exemption and Adopted Child Exemption columns have been added for employees with Indiana state taxes. (HR Portal > MY HR > Taxes) 10707893 Enhancement NWERP-70464
Human Resources Employment Contracts Contracts renew using the number of pays listed in the contract template rather than the number of pays from the employee's prior-year contract. (Maintenance > Human Resources > Employment Contracts > Edit > Renewal) 8072328 Enhancement NWERP-61236
Human Resources Employment Contracts, Payroll Hours When contract ORS retirement hours with 0-multiplier hours codes were edited on the Hours Code Entry page, the following error displayed: "No active rate found for the work date. Please view Employee's pay rate setup." (Human Resources > Payroll Hours > Centralized Hours Entry > Employee Name > Hours Code Hours Entry) 10542687 Bug Fix NWERP-70250
Human Resources eTime Off Requests The year 2024 was duplicated on the YEAR dropdown. (HR Portal > TIME OFF REQUEST > MY REQUESTS) 10647915, 10657831 Bug Fix NWERP-70387
Human Resources Payroll Administrator Tasks An error occurred while entries updated in the Import Deduction Data process. (Human Resources > Payroll Administrator Tasks > Import Deduction Data) 10719966, 10720026 Bug Fix NWERP-70523
Human Resources Payroll Administrator Tasks When benefit data was imported to Workforce Administration, the override Frequency field of the imported benefit code was populated instead of left blank and using the default frequency set on the benefit code. (Human Resources > Payroll Administrator Tasks > Import Benefit Data/Human Resources > Workforce Administration > Search > Employee Number > Payroll Data > Benefits > Edit) 10393757 Bug Fix NWERP-69556
Human Resources Reports The Maintenance component of the Employee Setup Error Report has been enhanced to identify grades with missing detail. (Human Resources > Reports > Employee Reports > Employee Setup Error Report) NA Enhancement NWERP-70472
Human Resources Reports To accommodate the new Allowances field for Iowa state tax, an Allowances column has been added to the Employee Tax Report output. (Human Resources > Reports > Employee Reports > Employee Tax Report) 10707893 Enhancement NWERP-70465
Human Resources Reports A checkbox to pull the pay rate for the employee's primary job only has been added to the Employee Pay Rate Report. (Human Resources > Reports > Employee Reports > Employee Pay Rate Report) NA Enhancement NWERP-70457
Human Resources Reports The G/L Distribution Report did not display all benefit codes selected. (Human Resources > Reports > Earnings Reports > G/L Distribution Report) 7217860 Bug Fix NWERP-70453
Human Resources State Requirements The Print options on the New York State and Local Retirement System (NYSLRS) and enrollment reports have been enhanced to allow all check boxes to be empty to generate all pages for all employees at one time. (Human Resources > State Requirements > NY > Retirement List > Print/Enrollment > Print) NA Enhancement NWERP-70479
Human Resources State Requirements The total number of employees on the North Carolina Quarterly Wage Report did not generate correctly for the month. (Human Resources > State Requirements > NC > Quarterly Wage Report) 10692330 Bug Fix NWERP-70430
Human Resources State Requirements In New York State and Local Retirement System (NYSLRS) reporting, an error occurred in generating HR transaction data when effective dates covered more than one calendar year. (Human Resources > State Requirements > NY > Retirement List) NA Bug Fix NWERP-70421
Human Resources Year-End Processing Incorrect dates displayed on the back of the 2023 Employer W-2. (Human Resources > Year-End Processing > W-2 Processing > Print) NA Bug Fix NWERP-70577
Application Module Notes CRM Case Type Jira ID
Human Resources Benefits Administration The attempt to delete an event on a benefit plan with replaced plans resulted in an error. (Maintenance > Human Resources > Benefits Administration > Benefit Plan Maintenance > Edit Category > Delete Event) 10485042 Bug Fix NWERP-70331
Human Resources eEmployee Future-dated position events displayed on the Position and Pay Rate Information page. (HR Portal > My HR > Position and Pay Rate) NA Bug Fix NWERP-70432
Human Resources Maintenance-Benefits The Benefit Category Listing did not filter by Current EventStatus. (Maintenance > Human Resources > Benefits Administration > Benefit Plan Maintenance > Print) 10571607 Bug Fix NWERP-70408
Human Resources Position Budgeting An inadequate error message displayed in the Position Budgeting calculation process when the tax amount exceeded wages paid in the pay period. (Human Resources > Position Budgeting > Department List > Description > Position) 8565497, 9804592 Bug Fix NWERP-70323
Human Resources Reports Inactive benefit groups are included on the Employee Information Export Report. (Human Resources > Reports > Employee Reports > Employee Information Export Report) 10556737 Enhancement NWERP-70312
Human Resources State Requirements The New York Quarterly Tax and Wage transmittal file treated negative federal wages and state taxes as positives. (Human Resources > State Requirements > NY > Quarterly Wage Report) 10649067 Bug Fix NWERP-70325
Human Resources State Requirements Hours worked and the new SOC Code user-defined field (UDF) have been added to the SSRS report and transmittal file for the South Carolina Quarterly Contribution and Wage Report, and the zip code has been modified. (Human Resources > State Requirements > SC > Quarterly Contribution and Wage Report) 10644858 Enhancement NWERP-70318
Human Resources State Requirements Contact Name and Email have been changed from optional to required entries on the South Carolina Quarterly Contribution and Wage Report. Also, the contact Extension field has been renamed Phone Ext, and the Create Disk File checkbox has been removed, since the transmittal file generates automatically on print. (Human Resources > State Requirements > SC > Quarterly Contribution and Wage Report) 10644858 NA NWERP-70317
Human Resources State Requirements A user-defined field (UDF) for the South Carolina Quarterly Contribution and Wage Report SOC code has been added to the Employment tab of Workforce Administration. (Human Resources > Workforce Administration > Search > Employee Number > Employment) 10644858 NA NWERP-70307
Human Resources State Requirements On the Retirement Settings tab of the Washington System Settings Maintenance page, the Excluded Hours tab has been replaced by a Wages tab containing a grid for identifying hours codes as Excluded or Wages Only. (Human Resources > State Requirements > WA > System Settings Maintenance > Retirement Settings) 10181196 Enhancement NWERP-70170
Human Resources State Requirements On the Washington Retirement List, split payroll did not display the correct month based on the employee work date. (Human Resources > State Requirements > WA > Retirement List) 10181029 Bug Fix NWERP-70164
Human Resources State Requirements For Kentucky Retirement reporting, Contribution Group has been moved from the demographics section to the detail section. 10450495 Bug Fix NWERP-70161
Human Resources Year-End Processing The Create W-2 Data process has been enhanced to include Canadian zip codes. (Human Resources > Year-End Processing > W-2 Processing > Create W-2 Data) NA Idea NWERP-68315
Application Module Notes CRM Case Type Jira ID
Human Resources Maintenance-Deductions To allow individual employees to have a gross wage limit that differs from the Deduction Gross Limit Amount set up in Maintenance for retirement withholding, Gross Limit has been added as an override field to the Deduction Detail section of the Payroll Data tab in Workforce Administration. This field is available only for deduction codes that are set up with a calculation of Flat Percent. (Human Resources > Workforce Administration > Search > Employee Number > Payroll Data > New/Edit Deduction) NA Enhancement NWERP-70066
Human Resources Maintenance-Deductions An override for the Deduction Gross Limit Amount set up in Maintenance has been added to Workforce Administration. A column has been added to the Human Resources Employee Deduction table. NA Enhancement NWERP-70160
Human Resources Maintenance-Deductions The payroll calculation has been updated to use the new Gross Limit in the Deduction Detail section of the Payroll Data tab in Workforce Administration. NA Enhancement NWERP-70067
Human Resources Reports Process Manager department rights have been applied to the Employee Position Report. (Human Resources > Reports > Position Control > Employee Position Report) NA TC Idea NWERP-70082
Human Resources Roster Cards The Roster Employee Position popup displayed the correct salary, but the Roster Employee List displayed an elevated amount. (Human Resources > Roster Cards > Roster Employee List) 10607013 Bug Fix NWERP-70133
Human Resources State Requirements The North Carolina Quarterly Wage Report failed with a blank value on the wage record for out-of-state taxable wages. (Human Resources > State Requirements > NC > Quarterly Wage Report) 10639974 Bug Fix NWERP-70249
Human Resources State Requirements The Remitter Number field has been renamed Employer ID on the North Carolina Quarterly Wage Report page. (Human Resources > State Requirements > NC > Quarterly Wage Report) 10639974 NA NWERP-70247
Human Resources State Requirements The North Carolina Quarterly Wage Report did not generate new hires until W-2 data was created. The report will reflect the Company FEIN identified on the Workforce Administration Employment tab. If the field is left blank, the report will reflect the default company FEIN. (Human Resources > State Requirements > NC > Quarterly Wage Report) 10614836, 10642475 Bug Fix NWERP-70230
Human Resources State Requirements The Employer ID field on the North Carolina Quarterly Wage Report page has been extended from six to ten digits. (Human Resources > State Requirements > NC > Quarterly Wage Report) NA Enhancement NWERP-70226
Human Resources State Requirements Changes to the North Carolina Quarterly Wage Report output format caused the Load Saved Report function to fail. (Human Resources > State Requirements > NC > Quarterly Wage Report) 10620298, 10620653, 10628324 Bug Fix NWERP-70167
Human Resources State Requirements The Batch Number field on the Print New Hampshire Retirement Report dialog has been extended from four to six characters. (Human Resources > State Requirements > NH > Retirement List > Print) 10511874 Enhancement NWERP-70137
Human Resources State Requirements Check dates reporting zero wages are excluded from the Illinois Municipal Retirement Fund (IMRF) transmittal file. (Human Resources > State Requirements > IL > Retirement List > Print) 10574370 NA NWERP-70132
Human Resources State Requirements The legacy Wisconsin Retirement Report did not include hours codes from separate checks. (Human Resources > State Requirements > WI > Retirement List > Legacy WRS Report) 10608273, 10624044 Bug Fix NWERP-70131
Human Resources State Requirements The new ICESA file format has been applied to the Colorado Quarterly Wage Report. (Human Resources > State Requirements > CO > Quarterly Wage Report) 10556528, 10509613 NA NWERP-70109
Human Resources State Requirements In New York State and Local Retirement System (NYSLRS) reporting, the enrollment report option did not pull in the Retired From UDF value on the transmittal report. (Human Resources > State Requirements > NY > Retirement List > Enrollment) NA Bug Fix NWERP-70100
Human Resources State Requirements New fields to accommodate the 2024 Iowa W-4 have been added to the Tax Detail section on the Payroll Data tab in Workforce Administration. (Human Resources > Workforce Administration > Search > Employee Number > Payroll Data) 10626147, 10589828, 10587541, 10600481, 10607550 Enhancement NWERP-70088
Human Resources State Requirements The Iowa state tax calculation has been updated to accommodate the new Iowa 2024 W-4. NA Enhancement NWERP-70101
Human Resources State Requirements Employees who had an Illinois Municipal Retirement Fund (IMRF) plan code on the Workforce Administration Employment tab but had earnings with zero contributions were excluded from state reporting. (Human Resources > State Requirements > IL > Retirement List > Create) 10574054 NA NWERP-70046
Human Resources State Requirements The Kentucky retirement transmittal file did not contain manual changes to the Contribution Group on the Kentucky Retirement Entry page. (Human Resources > State Requirements > KY > Retirement List > Posting Month) 10450495 Bug Fix NWERP-69950
Human Resources Year-End Processing The W-4 form for tax requests in eSuite has been updated to the current year. 10630710 NA NWERP-70179
Human Resources Year-End Processing For Iowa year end, RS record position 320-330 (Local Income Tax Withheld) was displaying blanks instead of zeros. 10626147, 10589828, 10587541, 10600481, 10607550 Bug Fix NWERP-70155
Application Module Notes CRM Case Type Jira ID
Human Resources Employee Event Tracking The ability to delete canceled employee performance evaluations has been added. 10528342 Bug Fix NWERP-70042
Human Resources Maintenance The attempt to end a shift code resulted in an error. 9503966 Bug Fix NWERP-69780
Human Resources Maintenance-Hours Codes Updating a debit account on the hours code was not saving. 10563046 Bug Fix NWERP-70044
Human Resources Maintenance-Hours Codes A warning message displays on the Hours Code page when an hours code with a loaded amount or percent is saved. (Maintenance > Human Resources > Earnings Maintenance > Hours Codes > Hours Code) 10248982 Enhancement NWERP-69917
Human Resources Reports Secondary Phone 1 and Secondary Phone 2 columns have been added to the Employee Information Export Report. (Human Resources > Reports > Employe Reports > Employee Information Export Report) NA TC Idea NWERP-70085
Human Resources Reports Secondary Email 1 and Secondary Email 2 columns have been added to the Employee Information Export Report. (Human Resources > Reports > Employe Reports > Employee Information Export Report) NA TC Idea NWERP-70079
Human Resources Reports Union Code from the employee's primary job has been added to the Employee Information Export Report. (Human Resources > Reports > Employe Reports > Employee Information Export Report) NA Enhancement NWERP-70058
Human Resources Reports A Position Entry Date column has been added to the Employee Job Export Report. (Human Resources > Reports > Employe Reports > Employee Job Export Report) NA Enhancement NWERP-69973
Human Resources State Requirements A new ICESA file format has been applied to the Colorado Quarterly Wage Report. 10556528, 10509613 NA NWERP-70049
Human Resources State Requirements The totals record was missing values for fields 4, 5, 6 and 7 on the Louisiana FRS transmittal file. 10568153 Bug Fix NWERP-70037
Human Resources State Requirements Employees who do not have earnings or contributions are excluded from the Louisiana FRS Report. 10568153 NA NWERP-70036
Human Resources State Requirements Employer Name (field 8) was blank on the Louisiana FRS transmittal file. 10568153 Bug Fix NWERP-70035
Human Resources State Requirements Employee Name allows a maximum of 24 characters on the Louisiana FRS transmittal file. 10568153 NA NWERP-70034
Human Resources State Requirements The New York State and Local Retirement System (NYSLRS) transmittal file is updated for the pro-rated overtime hours when the limit is reached. NA Bug Fix NWERP-69993
Application Module Notes CRM Case Type Jira ID
Human Resources Maintenance-Taxes An error displayed on the Fed Tax Annual Adjusted Wage popup. (Maintenance > Human Resources > Deductions and Benefits > Taxes > Federal Tax > Annual Wage Adjustment) 10547789 Bug Fix NWERP-69956
Human Resources Socrata A subset of employees' earnings was inflated in the Data and Insights open financial data portal (Socrata). Other amount payments flagged as overtime were reported in both totals for other pay and overtime. 10392565 Bug Fix NWERP-69856
Human Resources State Requirements The employment instance on the New York State and Local Retirement System (NYSLRS) transmittal file cannot contain leading zeros. (Human Resources > State Requirements > NY > Retirement List > Print) NA NA NWERP-69972
Human Resources State Requirements To correct a formatting issue, the zip code extension has been added to the submitter (0) record of the North Carolina Quarterly Wage Report. (Human Resources > State Requirements > NC > Quarterly Wage Report) 10354597 Bug Fix NWERP-69955
Human Resources State Requirements In New Hampshire retirement reporting, the Batch Number needed to accommodate six characters instead of four, and Total Salary was doubled in the transmittal file. (Human Resources > State Requirements > NH > Retirement List > Print) 10511874 Bug Fix NWERP-69951
Human Resources State Requirements Creating North Carolina retirement data when a separate check code was used doubled the salary. (Human Resources > State Requirements > NC > Retirement List > Create) 10114760 Bug Fix NWERP-69507
Human Resources Time Off Request If a user attempts to approve a time-off request that includes a date in the past, a warning message displays. (Human Resources > Time Off Requests > Time Off Request List > Request Number > Approve) NA Enhancement NWERP-69644
Human Resources Workforce Administration If a user attempts to delete a job event and the job ID is tied to posted payroll hours, a warning displays. The message has been edited to read as follows: "Warning: This job is associated with payroll history. Deleting this record will make the history unavailable on certain reports." (Human Resources > Workforce Administration > Search > Employee Number > Jobs) NA NA NWERP-69922
Human Resources Workforce Administration In the Schedule Detail section of the Payroll Data tab, the Hours Code dropdown limited the number of entries without an option to continue. (Human Resources > Workforce Administration > Search > Employee Number > Payroll Data > Schedule > Edit) 10339903 Bug Fix NWERP-69687
Human Resources Year-End Processing Specific RS fields that are different from the SSA standards have been updated for the state of Iowa. (Human Resources > Year-End Processing > W-2 Processing > Create W-2 Transmittal File) NA NA NWERP-69940
Application Module Notes CRM Case Type Jira ID
Human Resources eTime Off Requests TOR - populate new RejectionReason from email template with comments from UI. NA Enhancement NWERP-69843
Human Resources eTime Off Requests A checkbox to allow eSuite users to submit time-off requests for dates in the past has been added to the Accrual Profile Entry page. If the checkbox is not marked and a user submits a time-off request for a date in the past, an error displays. (Maintenance > Human Resources > Employee Attributes > Accrual Plans > Edit Plan > Profiles > Edit Profile) NA Enhancement NWERP-69693
Human Resources State Requirements The New Hire Report has been added to the North Carolina State Requirements menu. (Human Resources > State Requirements > NC > New Hire Report) NA Enhancement NWERP-69908
Human Resources State Requirements Changes have been applied to the output format of the North Carolina Quarterly Wage Report. (Human Resources > State Requirements > NC > Quarterly Wage Report) 10354597 NA NWERP-69903
Human Resources State Requirements The New York Retirement Listing summary version did not separate the pre-tax and post-tax service credit amounts. (Human Resources > State Requirements > NY > Retirement List > Print) NA Bug Fix NWERP-69867
Human Resources State Requirements The New York Certification Report requires the New York State and Local Retirement System (NYSLRS) ID instead of the pension number. (Human Resources > State Requirements > NY > Certification Report) NA NA NWERP-69866
Human Resources State Requirements The IMRF Report was missing Total Earnings. (Human Resources > State Requirements > IL > IMRF Report) 10472754, 10486375, 10497725, 10501783 Bug Fix NWERP-69855
Human Resources State Requirements The New York State and Local Retirement System (NYSLRS) new hire import failed when the TIER value was N/A for non-contribution members. (Human Resources > State Requirements > NY > Retirement List > Import) NA Bug Fix NWERP-69778
Human Resources Year-End Processing Print 1095-C Tyler Forms (option to setup 2023 readyform template in readyform admin page). NA NA NWERP-69793
Human Resources Year-End Processing The 1095-C Communications Test has been updated for 2023. (Human Resources > Year-End Processing > 1095-C Processing > Create 1095-C Transmittal) NA NA NWERP-69792
Human Resources Year-End Processing Print W-2 Tyler Forms (option to set up 2023 readyform template in readyform admin page). NA NA NWERP-69660
Human Resouces Year-End Processing The W-2 forms image for the backer has been updated for 2023. NA NA NWERP-69659
Human Resources Year-End Processing The front side of the W-2 forms has been updated for 2023. NA NA NWERP-69658
Human Resources Year-End Processing The EFW-2 transmittal has been updated for 2023. NA NA NWERP-69656
Human Resources Year-End Processing The Print W-2 Form page has been updated to show 2023 forms on the W-2 Form dropdown. (Human Resources > Year-End Processing > W-2 Processing > Print W-2 Form) NA NA NWERP-69651
Human Resources Year-End Processing The W-2 Create New Year and Create W-2 Data have been updated for 2023. NA NA NWERP-69650
Human Resources Year-End Processing The software ID in the 1095-C transmittal file has been updated for the 2023 tax year. NA NA NWERP-69791
Human Resources Year-End Processing The electronic filing specifications have been updated for the 2023 1095-C transmittal file. NA NA NWERP-69790
Human Resources Year-End Processing The instructions on the back of the 2023 1095-C form have been updated for tax year 2023. NA NA NWERP-69789
Human Resources Year-End Processing The tax year has been updated on the front of the 2023 1095-C form. NA NA NWERP-69788
Human Resources Year-End Processing All workflow pages for 1095-C processing have been updated for 2023. (Human Resources > Year-End Processing > 1095-C Processing) NA NA NWERP-69787
Application Module Notes CRM Case Type Jira ID
Human Resources Applicant Tracking Import fields for Race and Marital Status have been added to the NeoGov Applicant interface. (Maintenance > Human Resources > Applicant Tracking > Applicant Import Configuration) NA Enhancement NWERP-68997
Human Resources eEmployee The Position History section of the Position and Pay Rate Information page included future-dated job events. (MY HR > Positions and Pay Rate) NA Bug Fix NWERP-69627
Human Resources eTime Off Request A Rejection Reason tag has been added to the Time Off Request email template. (Maintenance > new world ERP Suite > System > Email Templates) NA Enhancement NWERP-69646
Human Resources Payroll Administrator Tasks If a saved report was loaded, the page did not refresh, resulting in the grade selection in the list box not matching the filter criteria. (Human Resources > Payroll Administrator Tasks > Calculate Mass Rate Increase) NA Bug Fix NWERP-69689
Human Resources Pay Batches An error occurred in un-initializing a payroll batch. (Maintenance > Human Resources > Pay Day Setup > Pay Batches) 10032326 Bug Fix NWERP-69694
Human Resources Reports An export option has been created for the Accrual Balance Report. (Human Resources > Reports > Management Reports > Accrual Balance Report) NA Enhancement NWERP-69767
Human Resources Reports The Accrual Projection Report has been added to the Management Reports menu. (Human Resources > Reports > Management Reports > Accrual Projection Report) NA Enhancement NWERP-69695
Human Resources Reports For the Employee Setup Error Report, a check to identify GL distributions that do not add up to 100% has been added to the position maintenance master table. (Human Resources > Reports > Employee Reports > Employee Setup Error Report) NA Enhancement NWERP-69684
Human Resources Reports A Seniority Rank column has been added to the Employee Information Export Report. (Human Resources > Reports > Employee Reports > Employee Information Export Report) NA Enhancement NWERP-69642
Human Resources Reports The Accrual History Report has been enhanced to generate as an export. (Human Resources > Reports > Management Reports > Accrual History Report) NA Enhancement NWERP-69399
Human Resources Reports A Report Type dropdown with an Export option has been added to the Grievance Listing page. (Human Resources > Reports > Employee Event Tracking Reports > Grievances > Grievance Listing) NA Enhancement NWERP-69398
Human Resources State Requirements An error occurred in saving the status mappings on the Certified Employees tab of Indiana System Settings Maintenance. (Human Resources > State Requirements > IN > System Settings Maintenance) 10391578 Bug Fix NWERP-69734
Human Resources State Requirements New Alabama RSA-1 File Format - update the AL SSRS and Transmittal report to include the new contribution type of RSA-1 Roth Pre-tax. (Human Resources > State Requirements > AL > RSA Report > Print) 10436862 Enhancement NWERP-69698
Human Resources State Requirements New Alabama RSA-1 File Format - update the AL system settings and convert ded codes to grid from the current jump boxes. (Human Resources > State Requirements > AL > System Settings Maintenance) 10436862 Enhancement NWERP-69683
Human Resources Workforce Administration If the user attempts to delete a job event and the job ID is tied to posted payroll hours, a warning displays. (Human Resources > Workforce Administration > Search > Employee Number > Jobs) NA Enhancement NWERP-69527
Application Module Notes CRM Case Type Jira ID
Human Resources Reports An error occurred in processing the Hours Analysis Report. (Human Resources > Reports > Management Reports > Hours Analysis Report) 10471913, 10473733, 10472167, 10474396, 10474436 Bug Fix NWERP-69777
Application Module Notes CRM Case Type Jira ID
Human Resources eEmployee When a change request is posted, a confirmation popup displays. (Human Resources > eSuite > Employee Change Request > Employee > Approvals > Post) NA Enhancement NWERP-69390
Human Resources Employee Event Tracking If tied to a resolved grievance, a responsible user could not be updated at step. (Maintenance > Human Resources > Employee Event Tracking > Grievances > Grievance Categories > Code > Attribute: Responsible Users) 9903113, 10085389 Bug Fix NWERP-69397
Human Resources Payroll Manager The Payroll Manager batch navigation window stays the same size after a resize. (Human Resources > Payroll Manager) NA Bug Fix NWERP-69508
Human Resources Socrata A subset of employees' earnings was inflated in the Data and Insights open financial data portal (Socrata). Other amount payments flagged as overtime were reported in both totals for other pay and overtime. 10392565 Bug Fix NWERP-69541
Human Resources State Requirements The new CSV version of the ICMA transmittal file displayed an error in myReports. (9-Box > Reports) 10407740 Bug Fix NWERP-69579
Human Resources State Requirements For New York State and Local Retirement System (NYSLRS) reporting, wages over the overtime limit reported with the NOT wage code were prorated, but the wage allocation was not split properly. (Human Resources > State Requirements > NY > Retirement List > Print) NA Bug Fix NWERP-69578
Human Resources State Requirements A Certified Employee tab has been added to the Indiana System Settings Maintenance page. 10391578

Enhancement

NWERP-69576
Human Resources State Requirements The Indiana Certified Employee Report and transmittal file have been updated. 10391578 Enhancement NWERP-69661
Human Resources State Requirements For the Illinois Retirement List, gross did not calculate properly when overtime or voluntary additional was used. (Human Resources > State Requirements > IL > Retirement List > Create) 10389901, 10340276 Bug Fix NWERP-69525
Human Resources State Requirements The Final Wages column on the Illinois Retirement List transmittal cannot be blank. (Human Resources > State Requirements > IL > Retirement List > Print) 10355037 Bug Fix NWERP-69521
Human Resources State Requirements Specifications for the Illinois Retirement List transmittal require the Member ID to be seven characters. (Human Resources > State Requirements > IL > Retirement List > Print) 10395997 NA NWERP-69519
Human Resources Suite-Notifications Notes for Personnel Actions displayed the incorrect employee name on the home page. 10403723 Bug Fix NWERP-69559
Application Module Notes CRM Case Type Jira ID
Human Resources eAdministration The ability to search for an employee by last name has been added to the Employee Account Maintenance page. (eAdministration > eHR > eEmployee > Employee Account Maintenance) NA Enhancement NWERP-69077
Human Resources eEmployee A missing pay grade, 0.00 Cycle Hours or 0.00 Annual Hours in Workforce Administration will not prevent the Position and Pay Rate Information page from loading. (MY HR > Positions & Pay Rate) NA Enhancement NWERP-69325
Human Resources Maintenance The State tax table has been updated to include the new exemption options for Indiana state tax withholding. (Maintenance > Human Resources > Deductions and Benefits > Taxes > Edit State Tax Code > Tax Steps > New) NA Enhancement NWERP-69407
Human Resources Maintenance The Indiana State and Other tax withholding calculation has been updated to include the amounts for two new exemption options. NA Enhancement NWERP-69408
Human Resources Maintenance The Other tax table has been updated to include the new exemption options for Indiana local tax withholding. (Maintenance > Human Resources > Deductions and Benefits > Taxes > Edit Other Tax Code > Tax Steps > New) NA Enhancement NWERP-69497
Human Resources Payroll Administrator Tasks The ability to save and reuse mass rate increase reports has been added to the Calculate Mass Rate Increase page. (Human Resources > Payroll Administrator Tasks > Calculate Mass Rate Increase) NA Enhancement NWERP-69396
Human Resources Payroll Hours In Centralized Hours, Quick Entry mode, selecting a project as a column generated the following error: "Error getting project Delimited from ID." (Human Resources > Payroll Hours > Centralized Hours Entry > Quick Entry > Employee > Project) 10392170, 10394602, 10387154, 10400511 Bug Fix NWERP-69520
Human Resources Payroll Processing The attempt to delete a pay batch caused an error. (Human Resources > Payroll Administrator Tasks > Manual Check Processing, Highlight Validated Check > Delete) 10397578 Bug Fix NWERP-69524
Human Resources Reports Annual grades display as annual amounts, not hourly rates, on the Employee Information Export Report. (Human Resources > Reports > Employee Reports > Employee Information Export Report NA Enhancement NWERP-69322
Human Resources State Requirements In New York State and Local Retirement System (NYSLRS) reporting, wages over the overtime limit reported with the NOT wage code require pro-rated hours allocated. (Human Resources > State Requirements > NY > Retirement List > Create > Employee Name > Earnings) NA Enhancement NWERP-69449
Human Resources State Requirements In New York State and Local Retirement System (NYSLRS) reporting, the overtime limit created a NOT record but did not remove the original overtime record if 100% of wages were over the limit. (Human Resources > State Requirements > NY > Retirement List > Create > Employee Name > Earnings) NA Enhancement NWERP-69448
Human Resources Suite-Security Termination Date has been added as an available column on the User-Defined Mass Update grid. (Maintenance > new world ERP Suite > Security > User-Defined Mass Update) NA Enhancement NWERP-69323
Human Resources Workforce Administration Two new exemption fields for Indiana State and Other tax withholding have been added to the Tax Detail section on the Payroll Data tab in Workforce Administration. (Human Resources > Workforce Administration > Search > Employee Number > Payroll Data > Tax > Edit) NA Enhancement NWERP-69406
Application Module Notes CRM Case Type Jira ID
Human Resources Payroll Hours Inactive shift codes were available for selection on the Hours Code Entry and Detail Hours Entry pages. (Human Resources > Payroll Hours > Centralized Hours Entry > Hours Code Entry Mode > Employee Name) 10223663 Bug Fix NWERP-69280
Human Resources Payroll Manager The standard width of the Payroll Manager batch navigation window has been widened on opening. (Human Resources > Payroll Manager) NA Enhancement NWERP-69225
Human Resources Payroll Processing A payroll validation delete employee query produced a high read and duration. NA Bug Fix NWERP-69230
Human Resources Reports Schedule audits from the Workforce Administration Payroll Data tab have been added to the Employee Audit Report. (Human Resources > Reports > Employee Reports > Employee Audit Report) NA Enhancement NWERP-69090
Human Resources Reports Separate check payments can be pulled into a separate Pay Day Register. (Human Resources > Reports > Pay Day Reports > Pay Day Register) NA Enhancement NWERP-69035
Human Resources State Requirements The ICMA Report transmittal file can be created in .csv format. (Human Resources > State Requirements > ICMA Report) 10007972 Enhancement NWERP-68964
Human Resources State Requirements The New York State and Local Retirement System (NYSLRS) transmittal summary excluded NOT (non-reportable overtime) wage code records in the Total Record Count field. (Human Resources > State Requirements > NY > Retirement System > Print) NA Bug Fix NWERP-69404
Human Resources State Requirements System Settings Maintenance for a Default Account Number has been added to the Georgia Quarterly Tax and Wage Report. (Human Resources > State Requirements > GA > System Settings Maintenance) 10302194 Enhancement NWERP-69382
Human Resources State Requirements New York State and Local Retirement System (NYSLRS) reporting has been enhanced to include retirees. (Human Resources > State Requirements > NY > Retirement List) NA Enhancement NWERP-69321
Human Resources State Requirements The New York State and Local Retirement System (NYSLRS) transaction 2 transmittal file reported the event date instead of the termination date. (Human Resources > State Requirements > NY > Retirement List) NA Bug Fix NWERP-69320
Human Resources State Requirements The Illinois Municipal Retirement Fund (IMRF) Report included employees who were not set up with contribution amounts. (Human Resources > State Requirements > IL > Retirement List > Create) 10299931 Bug FIx NWERP-69278
Human Resources State Requirements In New York State and Local Retirement System (NYSLRS) reporting, Tier is included as an imported value for the New Hire import. (Human Resources > State Requirements > NY > Retirement List) NA Enhancement NWERP-64925
Human Resources Suite-Security An error occurred in creating a user-defined field (UDF). (Maintenance > new world ERP Suite > Security > User-Defined Fields > Select a Record Type > New) 10216986 Bug Fix NWERP-69297
Human Resources Workforce Administration A new employee could not be deleted from Workforce Administration. (Human Resources > Workforce Administration > Search > Delete) 10269647, 10083386, 10092392, 10138459, 10003944 Bug Fix NWERP-69260
Human Resources Workforce Administration A spelling error in an employee search error message has been corrected. (Human Resources > Workforce Administration > Search > Employee) 10303652 Bug Fix NWERP-69259
Application Module Notes CRM Case Type Jira ID
Human Resources Reports The Employee SSN Verification Report transmittal was missing the employee names and was rejected when submitted. (Human Resources > Reports > Employee Reports > Employee SSN Verification) 10261641 Bug Fix NWERP-69108
Human Resources Reports An error check to find job events with missing position entry dates has been added to the Employee Setup Error Report. (Human Resources > Reports > Employee Reports > Employee Setup Error Report) NA Enhancement NWERP-69076
Human Resources Reports An error check to find job events with missing grades has been added to the Employee Setup Error Report. (Human Resources > Reports > Employee Reports > Employee Setup Error Report) 10273477, 10267887 Enhancement NWERP-69075
Human Resources Reports The ability to exclude employee jobs that are out of position has been added to the Employee Job Export Report. (Human Resources > Reports > Employee Reports > Employee Job Export Report) NA Enhancement NWERP-69033
Human Resources Reports Annual grades display as annual amounts, not hourly rates, on the Employee Job Export Report. (Human Resources > Reports > Employee Reports > Employee Job Export Report) NA Enhancement NWERP-69032
Human Resources State Requirements The legacy IMRF Report failed to load in myReports. (Human Resources > State Requirements > IL > IMRF Report) 10300067, 10296846, 10306283, 10299498, 10317579 Bug Fix NWERP-69258
Human Resources Workforce Administration In the Demographics section of Workforce Administration, a date saved in the user-defined Expiration Date field could not be removed. (Human Resources > Workforce Administration > Search > Employee Number > Personal) 10184139 Bug Fix NWERP-69109
Application Module Notes CRM Case Type Jira ID
Human Resources eTime Off Requests The Time Off Request List page has been enhanced to load faster. (Human Resources > Time Off Requests > Time Off Request List) 9298534, 9969102 Enhancement NWERP-68944
Human Resources eTime Off Requests The performance of the Time Off Request List page has been enhanced. (Human Resources > Time Off Requests > Time Off Request List) 9298534, 9969102 Enhancement NWERP-68943
Human Resources Reports Clicking the Summary button on the Department Hours List displayed an error. (Human Resources > Payroll Manager > Batch > Department Hours List) 10204440 Bug Fix NWERP-68988
Human Resources Reports The ability to report errors related specifically to the Maintenance or Workforce Administration area has been added to the Employee Setup Error Report. (Human Resources > Reports > Employee Reports > Employee Setup Error Report) NA Enhancement NWERP-68940
Human Resources Retirement Benefit Tracking The Retirement Projections calculation doubled the current year entry when the projection was created. (Human Resources > Retirement Benefit Tracking > Retirement Projections) 10173482 Bug Fix NWERP-68899
Human Resources State Requirements Federally Supported Programs (FSP) wages did not calculate correctly for the Indiana Retirement Report when an hours code used the full debit general ledger account. (Human Resources > IN > Retirement List > Print > Employee Name) 7796343, 7940628, 9274437 Bug Fix NWERP-68916
Human Resources State Requirements The new Illinois Retirement List displayed regular wages on the regular and overtime lines, leaving overtime wages off the report. (Human Resources > State Requirements > IL > Retirement List > Create) 10177606 Bug Fix NWERP-68906
Human Resources State Requirements The North Carolina Quarterly Wage Report was missing some employee wages. (Human Resources > State Requirements > NC > Quarterly Wage Report) 9864660 Bug Fix NWERP-68115
Application Module Notes CRM Case Type Jira ID
Human Resources eEmployee A Position History dropdown has been added to the Position and Pay Rate Information page on the MY HR tab. (HR Portal > MY HR > Positions & Pay Rate) NA Enhancement NWERP-68702
Human Resources Payroll Administrator Tasks The Grade selection filters by active status on the Calculate Step Rate Increase page. (Human Resources > Payroll Administrator Tasks > Calculate Step Rate Increase) NA Enhancement NWERP-68883
Human Resources Payroll Processing Inactive hours codes were available for selection in Company HR Settings, Hours Entry Setup. (Maintenance > Human Resources > Company HR Settings > Hours Entry Setup) 10160806 Bug Fix NWERP-68901
Human Resources Payroll Processing Inactive hours codes were available for selection on the payroll entry detail page. (Human Resources > Payroll Manager > Batch Number > Centralized Hours Entry > Employee Name > Hours Code Hours Entry) 10160806 Bug Fix NWERP-68872
Human Resources Reports The department, employee and position names did not display on a large Pay Day Register. (Human Resources > Reports > Pay Day Reports > Pay Day Register) 10204153. 10199238. 10205241 Bug Fix NWERP-68961
Human Resources Reports The Hours Exception Report did not display an undefined rule set error for accruals. (Human Resources > Reports > Pay Day Reports > Hours Exception Report) 10132868 Bug Fix NWERP-68873
Human Resources Reports The Employee Setup Error Report may be run without an As of Date for one employee. (Human Resources > Reports > Employee Reports > Employee Setup Error Report) NA Enhancement NWERP-68590
Human Resources Retirement Benefit Tracking The Retirement Projections grid did not allow the selection of an individual pay check, and when the projection was processed with an override amount, the year the employee retired was duplicated in the results. (Human Resources > Retirement Benefit Tracking > Retirement Projections > Build Results > Projections) report their GA Quarterly Tax and Wage Report separately for each GDOL (GA Department of Labor) account 10173482 Bug Fix NWERP-68905
Human Resources State Requirements Illinois retirement reporting has been enhanced to accommodate multiple employer number transmittal files. (Human Resources > State Requirements > Illinois > System Settings Maintenance/Retirement List) 10182061 Enhancement NWERP-68917
Human Resources State Requirements Members with $0 earnings in the period reported will be removed from the Illinois Municipal Retirement Fund (IMRF) Report. (Human Resources > State Requirements > Illinois > IMRF Report) 10177952 Bug Fix NWERP-68898
Human Resources State Requirements The ability to report on multiple Georgia Department of Labor account numbers has been added to the Georgia Quarterly Tax and Wage Report. (Human Resources > State Requirements > GA > Quarterly Tax and Wage Report) 10158694 Enhancement NWERP-68896
Application Module Notes CRM Case Type Jira ID
Human Resources Maintenance When a user without edit rights attempted to edit a separate check code, the resulting error message was unclear. (Maintenance > new world ERP Suite > Security > Users > User > Permissions/Maintenance > Human Resources > Pay Day Setup > Separate Check Codes) 9804299 Bug Fix NWERP-68805
Human Resources Maintenance-Hours Codes Future-dated hours codes did not show on the Hours Code List page. (Maintenance > Human Resources > Earnings Maintenance > Hours Codes) 10097369 Bug Fix NWERP-68724
Human Resources Non-Employee Secondary Phone Number has been added to the Non-Employee Listing. (Human Resources > Reports > Non-Employee Reports > Non-Employee Listing) NA Enhancement (2023 Design Challenge) NWERP-68812
Human Resources Non-Employee A Secondary Phone Number column has been added to the Non-Employee Listing export. (Human Resources > Reports > Non-Employee Reports > Non-Employee Listing) NA Enhancement (2023 Design Challenge) NWERP-68813
Human Resources Payroll Administrator Tasks The Grade selection filters by active status on the Calculate Mass Rate Increase page. (Human Resources > Payroll Administrator Tasks > Calculate Mass Rate Increase) NA Enhancement NWERP-68585
Human Resources Reports The Employee Setup Error Report may be run for an individually selected employee. (Human Resources > Reports > Employee Reports > Employee Setup Error Report) NA Enhancement NWERP-68799
Human Resources Reports An Employer Taxes section has been added to the Pay Day Register. (Human Resources > Reports > Pay Day Reports > Pay Day Register) NA Enhancement (2023 Design Challenge) NWERP-68779
Human Resources Reports The Employee Job Export Report has been added to the Employee Reports menu. (Human Resources > Reports > Employee Reports > Employee Job Export Report) NA Enhancement (2023 design challenge) NWERP-68767
Human Resources Workforce Administration The Tax Detail section on the Payroll Data tab of Workforce Administration has been updated to align with the W-4. (Human Resources > Workforce Administration > Search > Employee Number >Payroll Data > Tax > Edit) NA Enhancement NWERP-68765
Human Resources Workforce Administration The excessive length of the California user-defined field (UDF) CADefinedBenefitPensionFormula obscured the value in the UDF in Workforce Administration. A space has been added after CA to allow the field name to wrap. (Human Resources > Workforce Administration > Search > Employee > Employment tab) 10104823 Bug Fix NWERP-68754
Application Module Notes CRM Case Type Jira ID
Human Resources eEmployee When the W-4 form was printed after an eSuite tax change, the X did not align with the check box in step 2. 10008970 Bug Fix NWERP-68521
Human Resources Maintenance-Positions A Notes button has been added to the Position page in Positions maintenance, letting users add and maintain notes from that page. (Maintenance > Human Resources > Positions > Positions > Position Number) NA Enhancement NWERP-68644
Human Resources Non-Employee The Edit, Notes and Print options have been added to the sub-page headers in Non-Employee Service. (Human Resources > Non-Employee > Non-Employee Service) NA Enhancement (2023 Design Challenge) NWERP-68704
Human Resources Non-Employee A Notes link has been added to the non-employee folder. (Human Resources > Non-Employee > Non-Employee Service) NA Enhancement (2023 Design Challenge) NWERP-68705
Human Resources Non-Employee Secondary Phone Number has been added to the Non-Employee page. (Human Resources > Non-Employee > Non-Employee Service > New/Edit)   Enhancement (2023 Design Challenge) NWERP-68706
Human Resources Non-Employee Selecting the Print option automatically populates the name of the non-employee in the print dialog. (Human Resources > Non-Employee > Non-Employee Service) NA Enhancement (2023 Design Challenge) NWERP-68707
Human Resources Payroll Hours The Centralized Hours grid has been updated to sort a maximum of eight columns instead of five. (Human Resources > Payroll Hours > Centralized Hours Entry) 10035833 Enhancement NWERP-68681
Human Resources Personnel Actions Process Manager Department Inquiry security was not used when the Department field was edited on the Jobs tab in Personnel Actions. (Human Resources > Personnel Actions > New > Jobs) 9776905 Bug Fix NWERP-68682
Human Resources State Requirements The Louisiana FRS Report placed first and last names in separate columns, and the transmittal file displayed dates as MMDDYYYY instead of MMYYYY. (Human Resources > State Requirements > LA > FRS Report) 10057549 Bug Fix NWERP-68775
Human Resources State Requirements On the Print New York Retirement Report dialog, the Enrollment OnlyReport Type option has been renamed Employee Only to account for new hires and employee data changes. (Human Resources > State Requirements > NY > Retirement List) NA Enhancement NWERP-68753
Human Resources State Requirements The Montana Unemployment Insurance Report showed zero employees when December 12 was paid in January. (Human Resources > State Requirements > MT > Unemployment Insurance Report) 9911542 Bug Fix NWERP-68443
Human Resources Workforce Administration Payroll errors occurred after employee changes to benefit plans were processed. A declined benefit plan did not end the benefit code correctly. 10117074 Bug Fix NWWERP-68711
Application Module Notes CRM Case Type Jira ID
Utility Management Additional Processes The Reconciliation and Import Reconciliation Data menu options under Utility Management did not navigate to functional pages. (Utility Management > Additional Processes > Payment Processing) 10801218 Bug Fix NWERP-70821
Utility Management Billing Calculating billing cycles sometimes included routes that were not part of the selected cycles. (Utility Management > Billing > Calculate Bills) 10782643 Bug Fix NWERP-71017
Utility Management Billing The meter read audit did not retain previously selected audits. (Utility Management > Billing > Meter Read Audit) 10718945 Bug Fix NWERP-70626
Utility Management Cashiering Multiple utility account payments made in Cashiering for the same amount did not create a new receipt number in New World ERP. 10819585, 10822316, 10828672, 10829758, 10831826 Bug Fix NWERP-70991
Utility Management Credit Card Payments Multi-tiered service fees caused an error if the Purchase Amount Up To field in Service Fee Entry was blank. (Maintenance > new world ERP Suite > Revenue Collection > Service Fees > Code) NA Bug Fix NWERP-65114
Utility Management Customer Service Service address changes did not display in the utility audit viewer. (Utility Management > Customer Service > Account > Audit Log) 10779829 Bug Fix NWERP-70823
Utility Management Delinquencies In some instances during the delinquent processing identify step, an error displayed regarding a foreign key constraint. (Utility Management > Delinquencies > Delinquent Processing > Event > Identify) 10762417 Bug Fix NWERP-70894
Application Module Notes CRM Case Type Jira ID
Utility Management Cashiering Multiple utility account payments made in Cashiering for the same amount did not create a new receipt number in New World ERP. 10819585, 10822316, 10828672, 10829758, 10831826 Bug Fix NWERP-70991
Utility Management Customer Service Internal Messages caused Utility Management pages to run slowly, 10811250 Bug Fix NWERP-70838
Utility Management Customer Service The following setting has been added to the UM Settings Work Flow tab: Set Move Out Date to One Day Prior to Move In. (Maintenance > Utility Management > UM Settings > Work Flow) 10794064, 10640448 Idea NWERP-70806
Utility Management Customer Service Bill calculations did not separate the step and usage in the description. (Utility Management > Customer Service > Account > Transactions) 10696145 Bug Fix NWERP-70725
Utility Management Customer Service, RCC Recurring Credit Card enrollment with Payments always displayed the card type as Discover in the Events section. (Utility Management > Customer Service > Account > Events) 10681950 Bug Fix NWERP-70550
Utility Management Enterprise Payments, Payments Payment reconciliation response time in receipting has been improved. 10849535 NA NWERP-70810
Utility Management Reports The Account Information Report only returned accounts with service addresses associated with a parcel. (Utility Management > Reports > Management > Account Information Report) 10780199 Bug Fix NWERP-70820
Utility Management UtilityAccess Paying accounts without a bill in UtilityAccess did not create a receipt in New World ERP. 10744710 Bug Fix NWERP-70698
Utility Management Work Orders The Requested By user changed to the current user when a work order was opened or completed. (Utility Management > Work Orders > Results) 10757978 Bug Fix NWERP-70722
Application Module Notes CRM Case Type Jira ID
Utility Management Billing The read for a new meter or change-out did not save the consumption properly. 10731574 Bug Fix NWERP-70614
Utility Management Billing Load non-metered consumption defaults a value if none is set in UM Settings. 6998503 Bug Fix NWERP-70586
Utility Management Billing The AMR Export resulted in errors if the previous read date was not in a valid format. (Utility Management > Billing > AMR Export) 10660172 Bug Fix NWERP-70560
Utility Management Billing Previous Read and Previous Consumption did not display in the billing grids. (Utility Management > Billing > Meter Read Entry > Billing Cycle) 10700104 Bug Fix NWERP-70524
Utility Management Delinquencies Notify alerts will be sent for utility delinquent notices through a phone call (robocall). NA Idea NWERP-69773
Utility Management Enterprise Payments Enterprise Payments receipts with multiple miscellaneous forms transactions did not create a transaction in the New World ERP receipt for each transaction. (Financial Management > Revenue Collections > Receipts > Batch Number > Receipt Number) 10749360 Bug Fix NWERP-70724
Utility Management New Account Account messages attached to an address did not follow the address on a move-out/move-in. (Utility Management > Customer Service) 10740044 Bug Fix NWERP-70692
Utility Management Payments, IVR Integration Web API caching credentials caused an IVR error. 10488760 Bug Fix NWERP-70407
Utility Management RCC The Recurring Credit Card process displayed a card with a future-dated expiration as expired. (Utility Management > Credit Card Payments > Recurring Credit Card Process) 10668037 Bug Fix NWERP-70403
Utility Management UtilityAccess QR codes have been Implemented for UtilityAccess in Utility Bills - Standard Utility Bill. NA Idea NWERP-70004
Application Module Notes CRM Case Type Jira ID
Utility Management Adjustments Deposit Refunds did not delete in certain scenarios. (Utility Management > Additional Processes > Deposits > Deposit Refunds) 10709041, 10629051 Bug Fix NWERP-70508
Utility Management Billing The Meter Read Audit Report duplicated the audit description in some instances. (Utility Management > Billing > Meter Read Audit > Audit Report) 10719203 Bug Fix NWERP-70530
Utility Management Customer Service Service address changes have been added to the Utility Billing Audit Viewer. (Utility Management > Customer Service > Account >  Account Information > Audit Log icon) NA Idea NWERP-69545
Utility Management Cycle Billing, Billing, Exception Bill The billing item Description has been added to the cycle and exception bill export files. 10585540 Idea NWERP-70406
Utility Management eUtilities Deposit Payments for eUtilities will send an email confirmation. NA Idea NWERP-70405
Utility Management eUtilities Deposit Payments processing has been added to eUtilities. NA Idea NWERP-70030
Utility Management Exception Bill An exception bill did not delete from the list if an overpayment was on the account. (Utility Management > Exception Bill) 10611246 Bug Fix NWERP-70394
Utility Management Reports A No Mapping Codes Associated option has been added to the Mapping Codes list box on the Address Location tab of the Account Information Report. (Utility Management > Reports > Management > Account Information Report > Address Location > Mapping Codes)) 10615928 Enhancement NWERP-70435
Application Module Notes CRM Case Type Jira ID
Utility Management Billing The Prev and Next buttons in the Meter Read Audit grid caused errors in rows with multiple audits. (Utility Management > Billing > Meter Read Audit > Audit icon) 10690665 Bug Fix NWERP-70418
Utility Management Customer Service The move-out date on an active account was assigned the same date as the move-in instead of the day prior. A move-in now automatically sets the move-out date to one day prior to the move-in. (Utility Management > Customer Service > Account > Move In/Out icon) 10640448 Bug Fix NWERP-70310
Utility Management Customer Service Names with quotes caused certain pages to function improperly. (Utility Management > Customer Service > Account > Transactions) 10581816 Bug Fix NWERP-70173
Utility Management Customer Service Meter rate changes have been added to the Utility Billing Audit Viewer. (Utility Management > Customer Service > Account >  Account Information > Audit Log icon) NA Idea NWERP-69544
Utility Management DSS Analytics Counts have been added to the user-defined fields cube in DSS. NA Enhancement NWERP-70054
Utility Management DSS Analytics-Suite Customers can set up multiple email addresses and extract the primary plus three non-primary email addresses. NA Enhancement NWERP-70409
Utility Management UtilityAccess eBill email address updates are now reflected in New World ERP. 10573326 Bug Fix NWERP-70324
Application Module Notes CRM Case Type Jira ID
Utility Management Billing The parent aggregate bill in eUtilities displayed bills for all aggregate accounts. (Utility Management > Customer Service > Account > eSuite User Profiles > Log Into eSuite > Account Details > View Bills) 10476609 Bug Fix NWERP-70156
Utility Management Billing Prev, Next and Accept/Next buttons have been added to the Meter Read Audit Analysis popup. (Utility Management > Billing > Meter Read Audit > Search > Audits) NA Idea NWERP-69596
Utility Management Billing A meter change out to the same meter did not have a row in billing for meter read entry. (Utility Management > Billing > Meter Read Entry > Meter Number) 8180097 Bug Fix NWERP-68957
Utility Management ePay When receipts were entered in Revenue Collections, a false error displayed, stating that the credit card provider had reached end-of-life support. (Financial Management > Revenue Collections > Receipts > Select Collection Station > Batch Number > New Receipt) 10615302 Bug Fix NWERP-70153
Utility Management ePay Abandoned transactions for Payments will expire after the ePay Settings limit is reached for a retry count. (Maintenance > new world ERP Suite > System > ePay Management > ePay Settings) 10569704, 9867509 Bug Fix NWERP-70113
Utility Management New Account Customer history did not display when a new account was created and a search was conducted for an existing name. (Utility Management > New Account) 10563852 Bug Fix NWERP-70114
Utility Management RCC Accounts were not allowed to unenroll from recurring credit card, even though there was no current open batch. (eUtilities > Payments > Credit Card Enrollment) 10575667 Bug Fix NWERP-70073
Utility Management Receipts, UtilityAccess Users were unable to change batch criteria in a UtilityAccess receipt batch. (Financial Management > Revenue Collections > Receipts > Collection Station > MyUtilities Batch Number) 10581095 Bug Fix NWERP-70237
Utility Management Receipts, UtilityAccess Users were unable to void receipts in a UtilityAccess receipt batch. (Financial Management > Revenue Collections > Receipts > Collection Station > MyUtilities Batch Number) 10594387, 10601558 Bug Fix NWERP-70111
Utility Management Reports A No Districts Associated option has been added to the Districts list box on the Address Location tab of the Account Information Report. (Utility Management > Reports > Management > Account Information Report > Address Location) 10621718, 10621853 Enhancement NWERP-70157
Application Module Notes CRM Case Type Jira ID
Utility Management Bank Drafting Bank Draft displayed a prenote message when there was a balance variance due to an exception bill. 10541938 Bug Fix NWERP-69963
Utility Management Customer Service Shutoff Date has been added for a shutoff statement notice in the Customer Service Events section. (Utility Management > Customer Service > Account > Events) NA Idea NWERP-69985
Utility Management Customer Service An x has been added to clear the Account and Name search fields in Customer Service. (Utility Management > Customer Service) NA Idea NWERP-69983
Utility Management Customer Service, RCC RCC enrollment and unenrollment create events in Customer Service. (Utility Management > Customer Service > Account > Events) NA Idea NWERP-69982
Utility Management Notify A Post & Notify button has been added to the Delinquent Processing Post page to send Notify messages during the post. (Utility Management > Delinquencies > Delinquent Processing) NA Idea NWERP-69943
Utility Management UtilityAccess Customer service displays a notification icon when the account is primary and the mailing address differs from the service address. (Utility Management > Customer Service > Account > Account Information) NA Idea NWERP-69984
Utility Management Work Orders The Work Order Import did not import/add billing items to a work order. (Utility Management > Work Orders > Work Order Import) 10337305 Bug Fix NWERP-69984
Application Module Notes CRM Case Type Jira ID
Utility Management Billing Due Date and Payment Draft Type tags have been added to the eBill email template. (Maintenance > new world ERP Suite > System > Email Templates) NA Idea NWERP-69914
Utility Management Billing A Previous Consumption column has been added to the Non-Metered Consumption Entry grid. (Utility Management > Billing > Non-Metered Consumption Entry) NA Idea NWERP-69891
Utility Management Billing A Previous Consumption column has been added to the Meter Read Entry grid. (Utility Management > Billing > Meter Read Entry) NA Idea NWERP-69890
Utility Management Billing Child aggregate accounts will only be able to view their utility bills. 10409414 Bug Fix NWERP-69888
Utility Management Customer Service Validation set dropdowns on the meter's physical characteristics were not displaying values. (Utility Management > Customer Service > Account > Service > Edit Meter > Physical Characteristics) 10464129, 10544774 Bug Fix NWERP-69942
Utility Management Customer Service Billing item changes have been added to the Utility Billing Audit Viewer. NA Idea NWERP-69547
Utility Management DSS-Analytics A count object has been added in Utilities DSS. NA Idea NWERP-69938
Utility Management ePay Index has been added to tables to improve performance of the ePay Log Viewer. (Maintenance > new world ERP Suite > System > ePay Management > ePay Settings) 10562682 Bug Fix NWERP-70008
Utility Management eUtilities Making a payment on an inactive account with a $0.00 balance displays a warning. NA Idea NWERP-69889
Utility Management IVR Integration Utility IVR payments were failing with an error. (Maintenance > new world ERP Suite > Revenue Collection > Virtual Payment Source > Payment Source Type) 10563395, 10563686 Bug Fix NWERP-69992
Application Module Notes CRM Case Type Jira ID
Utility Management Additional Processes A setting to calculate interest up to today has been added to the Deposit Refunds Mass Add feature. (Utility Management > Additional Processes > Deposits > Deposit Refunds > Mass Add) 10414709, 10510008 Enhancement NWERP-69923
Utility Management Bad Debt A bad debt receipt payment carried the cleared debt amount to the next receipt. (Financial Management > Revenue Collections > Receipts) 10464077 Bug Fix NWERP-69795
Utility Management Billing An account displayed on the Meter Read Audit, though it did not meet the criteria. (Utility Management > Billing > Meter Read Audit) 9670507 Bug Fix NWERP-69781
Utility Management Billing Class and Rate display on the Non-Metered Consumption Audit grid. If the service has more than one rate, Multiple Rates displays in the Rate column. NA Idea NWERP-69593
Utility Management Billing

A setting to confirm a Non-Metered Consumption Audit rejection has been added to the Work Flow tab of the UM Settings page. (Maintenance > Utility Management > UM Settings > Work Flow/Utility Management > Billing > Non-Metered Consumption Audit > Reject)

 NA Idea NWERP-69595
Utility Management Billing

A setting to confirm a Meter Read Audit rejection has been added to the Work Flow tab of the UM Settings page. (Maintenance > Utility Management > UM Settings > Work Flow/Utility Management > Billing > Meter Read Audit > Reject)

 NA Idea NWERP-69594
Utility Management Billing Class, Rate and Meter Type columns have been added to the Meter Read Audit grid. (Utility Management > Billing > Meter Read Audit) NA Idea NWERP-69592
Utility Management Customer Service Billing profile changes have been added to the Utility Billing Audit Viewer. (Utility Management > Customer Service > Account > Account Information > Audit Log icon) NA Enhancement NWERP-69476
Utility Management Enterprise Payments Project Planning was not available to pay through Enterprise Payments. NA Bug Fix NWERP-69699
Utility Management ePay A setting to limit the number of results in the ePay Log Viewer has been added to the ePay Settings page. (Maintenance > new world ERP Suite > System > ePay Management > ePay Settings) 10430096 Enhancement NWERP-69647
Utility Management eUtilities The Running Balance on the Account History page showed incorrect amounts when the From Date used was the day after a transaction. (Account Details > Account History) 10492793 Bug Fix NWERP-69837
Utility Management eUtilities The eBill status has been added to the Account List. NA Idea NWERP-69636
Utility Management eUtilities Account # and Service Address have been added to the eBill Enrollment page. NA Idea NWERP-69635
Utility Management eUtilities The Account Summary and Make a Payment pages display a message if the account is active on Recurring Credit Card. NA Idea NWERP-69634
Utility Management Reports The Non-Metered Consumption Audit Report indicates the number of consecutive cycles meters registered zero consumption. (Utility Management > Billing > Non-Metered Consumption Audit > Audit Report) NA Idea NWERP-69480
Utility Management Reports The Meter Read Audit Report indicates the number of consecutive cycles meters registered zero consumption. (Utility Management > Billing > Meter Read Audit > Audit Report) NA Idea NWERP-69423
Application Module Notes CRM Case Type Jira ID
Utility Management Maintenance With the Notify with Message Box setting unchecked, the Account Message Information popup still displayed. (Maintenance > Utility Management > Miscellaneous Definitions > Account Message) 10171337 Bug Fix NWERP-69518
Utility Management RCC, Reports Recurring Credit Card (RCC) withdrawal is disabled in eUtilities if the account is part of an active RCC batch. (Utility Management > Credit Card Payments > Recurring Credit Card Process > Post) 9860538 Bug Fix NWERP-68915
Utility Management RCC Recurring Credit Card (RCC) using Payments no longer displays the expiration date or expired credit card alert. (Utility Management > Credit Card Payments > Recurring Credit Card Process) 10394447 Bug Fix NWERP-69570
Utility Management Reports The Account Information Report has been added to the Management reports menu. (Utility Management > Reports > Management > Account Information Report) NA Enhancement NWERP-69081
Application Module Notes CRM Case Type Jira ID
Utility Management Work Orders Work orders for a meter change out resulted in an error. (Utility Management > Work Orders > Results) 10422419, 10410736, 10480084, 10473463, 10465664, 10479836 Bug Fix NWERP-69648
Application Module Notes CRM Case Type Jira ID
Utility Management Bad Debt Bad debt results included charge categories from payment reversals unrelated to the bad debt batch. (Utility Management > Additional Processes > Bad Debt > Bad Debt Processing) 10306274 Bug Fix NWERP-69538
Utility Management Bad Debt Bad debt batches included balances with future due dates. (Utility Management > Additional Processes > Bad Debt > Bad Debt Processing) 10316810 Bug Fix NWERP-69535
Utility Management FM-Revenue Collections Revenue Collections - Email Receipt - If a receipt is more than one page, all pages will now appear on the emailed receipt. 525222, 5546890 Bug Fix NWERP-39364
Utility Management New Account The new customer workflow did not display the metered services on the Work Orders page. (Utility Management > New Account > Work Orders) 10357099 Bug Fix NWERP-69479
Utility Management RCC An error was received when RCC clients were enrolled through Bridgepay. 10442768, 10443101, 10443266, 10444057, 10444108, 10445067, 10445556, 10446546, 10447163, 10447177, 10447188, 10447494, 10447523, 10449565 Bug Fix NWERP-69652
Utility Management RCC Recurring credit card expiration email notifications will be sent for one- and two-month notices. 10386640 Bug Fix NWERP-69510
Utility Management UtilityAccess Performance improvements have been made to UtilityAccess Quick Pay and Add Account functions. NA Enhancement NWERP-69509
Application Module Notes CRM Case Type Jira ID
Utility Management RCC

An error was received when RCC clients were enrolled through Bridgepay.

 10442768, 10443101, 10443266, 10444057, 10444108, 10445067, 10445556, 10446546, 10447163, 10447177, 10447188, 10447494, 10447523, 10449565 Bug Fix NWERP-69652
Application Module Notes CRM Case Type Jira ID
Utility Management Billing After a budget bill plan was saved, the Calculation Method was changed from Manual to Bill History. (Utility Management > Customer Service > Account > Budget Billing Plan > New) 10361532 Bug Fix NWERP-69429
Utility Management Customer Service For non-metered units with the same default usage and rate, the calculation line displayed only one usage, while the total calculation included all usages. (Utility Management > Customer Service > Account > Transactions) 8477055 Bug Fix NWERP-69138
Utility Management Exception Bill The Exception Bill Export exported validation set values as an ID instead of a legible format. (Utility Management > Exception Bill > Print > Export) 10356095 Bug Fix NWERP-69420
Utility Management Reports The Billing Register Summary displayed the charges graph over multiple pages. (Utility Management > Billing > Billing Register) 6645378 Bug Fix NWERP-64729
Utility Management UtilityAccess The UtilityAccess autopay sign-up displayed an error regarding the card holder name. 10381920 Bug Fix NWERP-69529
Utility Management UtilityAccess Performance improvements have been made to UtilityAccess Quick Pay and Add Account functions. NA Enhancement NWERP-69509
Utility Management UtilityAccess An Override Cash Account field has been added to the Tyler Cashiering Payment Codes page for transactions coming from UtilityAccess. (Maintenance > new world ERP Suite > Revenue Collection >Tyler Cashiering Payment Codes) 9917456 Enhancement NWERP-68991
Utility Management Work Orders The Work Orders page did not display employees in the Employee dropdown and displayed an error. (Utility Management > Work Orders > List) 10376510 Bug Fix NWERP-69503
Application Module Notes CRM Case Type Jira ID
Utility Management Billing The billing export file was appending the Billed Consumption value to the Component Rate value. 10320248 Bug Fix NWERP-69367
Utility Management Billing Deposit refunds did not include all accrued interest up to the current date. (Utility Management > Additional Processes > Deposits > Deposit Refunds > Mass Add) 10262663 Bug Fix NWERP-69251
Utility Management Billing, UtilityAcccess UtilityAccess accounts active on autopay will be flagged as such in the utility billing export file for the EnrolledInCreditCardPayments value. 10351653 Enhancement NWERP-69384
Utility Management Customer Service The transactions hover detail bubble displayed an error for certain transactions. 10361478 Bug Fix NWERP-69412
Utility Management Customer Service Mailing address changes are added as events on the Events grid. (Utility Management > Customer Service > Account > Events/Audit Log) NA Idea NWERP-69366
Utility Management Customer Service Override units changes have been added to the Utility Billing Audit Viewer. (Utility Management > Customer Service > Account > Audit Log) NA Enhancement NWERP-69250
Utility Management Customer Service Meter detail changes have been added to the Utility Billing Audit Meter. NA Enhancement NWERP-69247
Utility Management eUtilities The eUtilities Payment page using Authorize.NET displayed empty dropdowns when an account had an inactive payment plan. 10343090 Bug Fix NWERP-69388
Application Module Notes CRM Case Type Jira ID
Utility Management ePayments An error occurred when logging into eUtilities when using Authorize.Net. 10338444 Bug Fix NWERP-68674
Application Module Notes CRM Case Type Jira ID
Utility Management Billing Orphaned delinquent event actions are accounted for by the display of all charge categories on the Budget Billing Plan Type page. (Maintenance > Utility Management > Miscellaneous Definitions > Budget Billing Plan Types > Type) 6278782 Bug Fix NWERP-68888
Utility Management Customer Service, Work Orders When selected for Work Orders, the Account Message displays on the Work Order - Results page. (Maintenance > Utility Management > Miscellaneous Definitions > Account Message/Utility Management > Work Orders > Results) NA Bug Fix NWERP-69213
Utility Management Customer Service Non-metered unit changes have been added to the Utility Billing Audit Viewer. (Utility Management > Customer Service > Account > Account Information > Audit Log icon) NA Enhancement NWERP-69246
Utility Management Customer Service Service address changes have been added to the Utility Billing Audit Viewer. (Utility Management > Customer Service > Account > Account Information > Audit Log icon) NA Enhancement NWERP-69244
Utility Management Customer Service Inactive Account has been added as an option on the Message Type dropdown on the Account Message page. (Maintenance > Utility Management > Miscellaneous Definitions > Account Message > New) NA Enhancement NWERP-69176
Utility Management Customer Service The utility transactions row hover on Bank Drafts displayed a server error. (Utility Management > Customer Service > Account > Transactions) NA Bug Fix NWERP-69139
Utility Management Customer Service Expired Budget Bill plans with a balance will have a red check mark. (Utility Management > Customer Service > Account > Budget Billing) 10103224 Bug Fix NWERP-69133
Utility Management Customer Service Customer details have been added to the Utility Billing Audit Viewer. (Utility Management > Customer Service > Account > Account Information > Audit Log icon) NA Enhancement NWERP-69107
Utility Management Customer Service Reissuing a refund check did not print the address on the check when an associated customer did not have a mailing address listed. 9894936 Bug Fix NWERP-69072
Utility Management Delinquencies, Revenue Collections Partial utility bad debt payments for multi-transaction receipts did not hold the Clear Debt Amount when switching between transactions. (Financial Management > Revenue Collections > Receipts > Collection Station > Receipt Batch > New > Bad Debt payment code) 5530420 Bug Fix NWERP-69093
Utility Management DSS Analytics-FM In some cases, invoice payment records in DSS were duplicating. 10270597 Bug Fix NWERP-69245
Utility Management eUtilities Account Number and Service Address tags have been added to the eSuite User Profile email. 10020697 Idea NWERP-69219
Utility Management eUtilities The Total Due for accounts set for a move out displayed an incorrect balance in eUtilities. 10281823 Bug Fix NWERP-69216
Utility Management eUtilities A setting has been added in eSuite Administration to display only the total due on the eUtilities homepage. (eAdministration > eUtilities > Miscellaneous Settings) 10281823 Enhancement NWERP-69215
Utility Management Reports The performance of account messages has been improved. 10259766 Enhancement NWERP-69171
Application Module Notes CRM Case Type Jira ID
Utility Management Billing If the Use eBills setting in UM Settings is not marked, enrollment in eBills will not be allowed. (Maintenance > Utility Management > UM Settings > Bills) NA Bug Fix NWERP-69019
Utility Management Billing The Use eBills setting in UM Settings sent emails when it was not selected. (Maintenance > Utility Management > UM Settings > Bills) 10164990 Big Fix NWERP-68985
Utility Management Billing Hovering over the print issues grid on the Post Bills page highlighted all rows. (Utility Management > Billing > Post Bills) NA Bug Fix NWERP-68984
Utility Management Billing Aggregate eBills were not displayed in eSuite. 8353935 Bug Fix NWERP-64392
Utility Management Customer Service The Customer Service transactions grid bubble displayed ID values instead of descriptions for some fields. (Utility Management > Customer Service > Account > Transactions > Transaction) NA Bug Fix NWERP-69023
Utility Management ePay Some transactions in the ePay Log Viewer, although successful, displayed as failed. 10130184 Bug Fix NWERP-68783
Utility Management eUtilities The eUtilities new account confirmation displayed an expired link error in Firefox. 10155189, 9902650, 10111629, 10164203, 10146033, 9902678 Bug Fix NWERP-69087
Utility Management eUtilities The eUtilities password reset or expired password was not working in Firefox. 10155189, 9902650, 10111629, 10164203, 10146033, 9902678 Bug Fix NWERP-69074
Utility Management RCC The exception charges message for unrestricted mode has been modified to direct users to the ePay log viewer to review possible errors. (Utility Management > Credit Card Payments > Exception Charge Process > Place in Unrestricted Mode/Maintenance > new world ERP Suite > System > ePay Management > ePay Log Viewer) 10158271 Bug Fix NWERP-68958
Utility Management Reports The Transaction History Report did not include Revenue Collections and Bank Draft transactions in the grand totals. (Utility Management > Reports > Management > Transaction History Report) 10182809 Bug Fix NWERP-69015
Application Module Notes CRM Case Type Jira ID
Utility Management Billing The meter read audit grid for a master meter with sub meters displayed duplicate rows for the master meter. 8528223 Bug Fix NWERP-68887
Utility Management Billing Negative consumption reads were adding the rate's minimum amount to the billing calculation. 6980623 Bug Fix NWERP-68885
Utility Management Customer Service A transaction details hover has been added to the Customer Service Transactions grid. (Utility Management > Customer Service > Account > Transactions) NA Enhancement NWERP-68826
Utility Management Customer Service Scheduled Date and Requested By columns have been added to the Work Orders grid in Customer Service. (Utility Management > Customer Service > Account > Work Orders) NA Enhancement NWERP-68825
Utility Management DSS-Analytics-FM The DSS database upgrade failed in certain scenarios. 10205339 Bug Fix NWERP-68996
Utility Management DSS-Analytics-FM Some combinations in DSS showed whole numbers for receipt distribution amounts. 10147719 Bug Fix NWERP-68900
Utility Management IVR Integration Beginning 09.01.2023, utility IVR transactions no longer will succeed if the site is not licensed for IVR. NA Bug Fix NWERP-68641
Utility Management Reports The Aging Balances Report had missing accounts and incorrect totals. (Utility Management > Reports > Delinquency > Aging Balances) 10161774, 10170113, 10186782, 10187790, 10190687 Bug Fix NWERP-68923
Utility Management Reports A setting to control volume on the Consumption Usage Charges Report has been added to the General tab of UM Settings. (Maintenance > Utility Management > Settings) 6016262, 7142899 Enhancement NWERP-68886
Application Module Notes CRM Case Type Jira ID
Utility Management Bank Drafting Users were unable to sort by Bank Drafting alert. (Utility Management > Bank Drafting) 9918415 Bug Fix NWERP-68785
Utility Management Bank Drafting The Bank Drafting performance was slow for SQL 2016 and higher. (Utility Management > Bank Drafting > Calculate) 9923213 Bug Fix NWERP-68598
Utility Management Billing Remit Address has been added to the standard SSRS utility bill. (Utility Management > Billing > Print Bills) 10150256 Enhancement NWERP-68855
Utility Management Delinquencies When a delinquent charge event had a Driven by Action, updates failed to save in some cases. (Maintenance > Utility Management > Delinquent Events > Event Description > Description) 10159964 Bug Fix NWERP-68836
Utility Management Device Inventory Trying to save a meter change out using a past date resulted in an error. (Utility Management > Device Inventory > Change Out) 10043491, 9995884 Bug Fix NWERP-68781
Utility Management eSuite, eAdministration In some cases the header and footer customizations in eSuite were lost on upgrade. 10082808 Bug Fix NWERP-68696
Utility Management eUtilities An eUtility account could not be registered to an email address that previously was tied to an inactive utility account. 9240091 Bug Fix NWERP-68869
Utility Management Inquiries Utility Management inquiry for Accounts Receivable included payments for certain account types. (Utility Management > Inquiries > Accounts Receivable) 9915020 Bug Fix NWERP-68784
Utility Management RCC New recurring credit card customers were not included in the recurring credit process for the first billing cycle after signing up. 9614144 Bug Fix NWERP-68599
Utility Management Reports A setting to control volume on the Usage Charges Report has been added in the database. (Utility Management > Reports > Consumption > Usage Charged Report) 6016262, 7142899 Enhancement NWERP-57833
Application Module Notes CRM Case Type Jira ID
Utility Management Customer Service, New Account After initiating a move out, bread crumbing back to Customer Service did not take the user to the previously selected customer and account. (Utility Management > Customer Service > Account > Move In/Out icon) 9630483 Bug Fix NWERP-68645
Utility Management Device Inventory A new meter added to a utility account did not allow consumption reads to be entered in cycle billing or exception billing. (Utility Management > Customer Service > Account > Services > Water and Sewer > New) 10127174 Bug Fix NWERP-68756
Utility Management Enterprise Payments, IVR Integration Enterprise Payments IVR transactions will create a receipt even when there is no Enterprise type set up in Virtual Payment Source. 10089574 Bug FIx NWERP-68731
Utility Management Enterprise Payments, Payments In New World ERP, Payments receipts showed only the first name of the payer in the Received From field. (Utility Management > Receipts > Revenue Collections Batch List > Revenue Collection Batch > Receipt) 10099758 Bug Fix NWERP-68710
Utility Management ePay The Received From Name did not display the ampersand (&) properly when a payment was made via Bridgepay. 5546259 Bug Fix NWERP-68529
Utility Management eUtilities The eUtilities balance applied a deposit refund twice the total due. 10003455 Bug Fix NWERP-68748
Utility Management Maintenance The maximum Default Rate on the Billing Item page has been increased to $9,999,999.99. (Maintenance > Utility Management > Rates > Billing Item) 10050279 Idea NWERP-68630
Application Module Notes CRM Case Type Jira ID
Community Development Licensing An error occurred in the license renewal cancellation process when clicking Accept after building results. (Community Development > Licensing > Period End Processing > Cancel Renewals) 10813604 Bug Fix NWERP-70892
Community Development Licensing On a license with one charge code, multiple partial payments are allowed while unposted payments exist. On a license with multiple charge codes, multiple partial payments are not allowed while unposted payments exist. 10591726 Enhancement NWERP-70841
Community Development Parcel Management The parcel import created ownership changes, even when not applicable. (Community Development > Parcel Management > Parcel Import) 10135597 Bug Fix NWERP-70907
Community Development Permits Permit fees sometimes duplicated the fee sequences. (Community Development > Permits > Permit Service > Permit > Edit > Fees) 7995270, 8745422, 8758764, 8780353, 10600339 Bug Fix NWERP-70908
Community Development Permits Enforced inspection dependencies were not applied to permit inspections. (Maintenance > Community Development > Permits > Permit Types > Code) 10446978 Bug Fix NWERP-70857
Application Module Notes CRM Case Type Jira ID
Community Development Licensing An error occurred in the license renewal cancellation process when clicking Accept after building results. (Community Development > Licensing > Period End Processing > Cancel Renewals) 10813604 Bug Fix NWERP-70892
Community Development Licensing License renewal batches set the expiration date based on the original effective date instead of the current effective date. (Community Development > Licensing > License Renewal Batches > Description > Build Results > Maintain Results > Revised Amount) 10583330 Bug Fix NWERP-70773
Community Development Licensing The Complete Renewal process completes the proper license renewal instead of the latest or oldest one. 10743075 Bug Fix NWERP-70734
Application Module Notes CRM Case Type Jira ID
Community Development DSS Analytics Inspection comments in DSS have been increased to 1000 characters. 10661078 Enhancement NWERP-70532
Application Module Notes CRM Case Type Jira ID
NA          
Application Module Notes CRM Case Type Jira ID
Community Development DSS Analytics Codes in Violation for resulted inspections have been added to Inspection cubes in DSS. 10608644 Enhancement NWERP-70172
Community Development Inspections An inspector was unable to result an inspection if the permit threshold was higher than $0.00. (Maintenance > Community Development > System Settings > Permits/Community Development > Inspections > Inspection List/Search) 10667532 Bug Fix NWERP-70370
Community Development Licensing Active licensees without licenses were not included in the Licensee Service search results unless the Include Inactive Items checkbox was marked. (Community Development > Licensing > Licensee Service) 10603611, 10638709 Bug Fix NWERP-70236
Application Module Notes CRM Case Type Jira ID
Community Development Licensing A quarterly license renewal displayed an incorrect renewal expiration date. A license with a March expiration date will expire at the end of the month during a leap year. (Community Development > Licensing > License Renewal Batches) 9275689, 9273135 Bug Fix NWERP-68788
Community Development Permits Reopened permits did not display on the Open Permit Status Report. (Community Development > Reports > Permits > Permit Open Status Report) 10584320 Bug Fix NWERP-70102
Community Development Suite-myReports When mail merge reports were deleted from myReports, the actual report files were not deleted from the server. 10377232 Bug Fix NWERP-69817
Application Module Notes CRM Case Type Jira ID
Community Development Inspections Inspections can be resulted if a permit has a balance on it and completes the permit provided the Permit Completion Fee Difference Threshold amount is met. 10547967, 10611558, 10592812 Bug Fix NWERP-70072
Community Development Notify A Print & Notify button has been added to the Licensing Delinquent Notices page to send Notify messages during the print process. (Community Development > Licensing > Period-End Processing > Delinquent Notices) NA Enhancement NWERP-70059
Community Development Notify A Submit & Notify button has been added to the License Renewals Batch List Post page to send Notify messages during the post. (Community Development > Licensing > License Renewal Batches > Post) NA Enhancement NWERP-70057
Community Development Permits Permit type fields eSuite Description and Email Address cleared when Save was clicked on the Detail page. (Maintenance > Community Development > Permits > Permit Types > Code > General) 10531918 Bug Fix NWERP-70071
Application Module Notes CRM Case Type Jira ID
Community Development ePermits Inspector Comment has been added to the Public Search. (eAdministration > ePermits > Permit Feature Permissions/ePermits > Public Search > Permit Number) NA Idea NWERP-69912
Community Development Inspections Resulted inspections include the option to download attached documents. (Community Development > Inspections > Inspection List/Search > Resulted Inspection Search > Documents) 10433403 Enhancement NWERP-69816
Community Development Inspections The Inspection Scheduler Inspector filters did not load saved filters. (Community Development > Inspections > Inspection Scheduler) 10349085 Bug Fix NWERP-69543
Community Development Maintenance The Step Rate fee has been modified to allow up to four decimal places. (Maintenance > Community Development > Fees > Step Rate Fee Code)  10452222 Bug Fix NWERP-69911
Community Development Permits, Pay Batches The Permit Payment Received email notification displayed "Tyler Payments" as the cardholder name tag. (Maintenance > new world ERP Suite > System > Email Templates > Application=Community Development, Module=Permit, Template=Payment Received) 10491682 Bug Fix NWERP-69851
Application Module Notes CRM Case Type Jira ID
Community Development Licensing Undesignated balances that exceeded the balance of the first charge overpaid on the first charge instead of being applied to subsequent charges according to their sequence. 10276241 Bug Fix NWERP-69628
Community Development Licensing The Licensee Service search included inactive licenses when the checkbox to include inactive items was not marked. (Community Development > Licensing > Licensee Service) 5546740 Bug Fix NWERP-66266
Application Module Notes CRM Case Type Jira ID
Community Development eLicensing An error occurred in updating a pet license if the checkbox indicating the owner no longer had the pet was marked. 10401983 Bug Fix NWERP-69549
Community Development Licensing Using the breadcrumb to navigate back to Licensee Service did not display the Businesses information pane. 8665754 Bug Fix NWERP-69631
Community Development Licensing License renewal numbers skipped a year for the counter number when a multi-year license type was used. 10143315 Bug Fix NWERP-69597
Community Development Maintenance Revenue G/L Account, Overridable Fee, Amount and Calculation Method columns have been added to the Permit Type fees grid. (Maintenance > Community Development > Permits > Permit Types > Code > Detail) NA Enhancement NWERP-69454
Community Development Maintenance Revenue GL Account, Amount, Start Date and Fee Override Flag columns have been added to the Fee List grid. (Maintenance > Community Development > Fees) NA Enhancement NWERP-69453
Community Development Permits A Fee Code column has been added to the Permit Fees grid. (Community Development > Permits > Permit Service > Edit Permit > Fees) NA Enhancement NWERP-69455
Community Development Permits Resulting a final inspection did not display an error if unpaid fees were associated with the permit. (Maintenance > Community Development > System Settings > Permits > Permit Completion Fee Difference Threshold) 10296464 Bug Fix NWERP-69629
Application Module Notes CRM Case Type Jira ID
Community Development eLicensing eLicensing payments with service fees could not be processed via Bridgepay. 10449914 Bug Fix NWERP-69667
Community Development Enterprise Payments Project Planning was not available to pay through Enterprise Payments. NA Bug Fix NWERP-69620
Community Development ePermits To describe the fields more accurately, the Description field in the Location section in ePermits and the Location field on the Permit-General page in New World ERP have been renamed Location Description. (Community Development > Permits > Permit Service > Permit Edit) 5546337 Enhancement NWERP-66257
Application Module Notes CRM Case Type Jira ID
Community Development ePermits Payments with service fees could not be processed via Bridgepay. 10443842, 10446390 Bug Fix NWERP-69666
Application Module Notes CRM Case Type Jira ID
Community Development eLicensing When pending inspections exist for a license being paid, a warning message displays. NA Idea NWERP-69211
Community Development ePermits An ID value displayed in place of the Primary Owner name suffix on an ePermit. 6565616 Bug Fix NWERP-65868
Application Module Notes CRM Case Type Jira ID
Community Development Licensing In some cases, licensee searches without an Address Type selected did not return results. (Community Development > Licensing > Licensee Service > Advanced) 10305835 Bug Fix NWERP-69424
Application Module Notes CRM Case Type Jira ID
Community Development Cases, Reports The maximum number of user-defined fields (UDFs) in the Case Form Letter has been increased to 100. (Maintenance > New World ERP Suite > System > Mail Merge Templates/Community Development > Requests for Service > Case Service > Case > Edit > Print Case Form Letter) NA Enhancement NWERP-69233
Community Development eLicensing, Enterprise Payments The Transaction history page in Payments administration has been enhanced to include the License Type, License Number and License Renewal Number. (Financial Management > Revenue Collections > Receipts > Collection Station > Receipt Batch > New > Permit payment code) 10054517 Enhancement NWERP-69105
Community Development eLicensing The eLicensing user is able to make a payment on an original license when the Allow Original License Payments is marked in eAdministration. (eAdministration > eLicensing > Miscellaneous Settings) NA Enhancement NWERP-62081
Community Development Inspections Users with only view rights for CD Permit trying to access permits from Parcel Search will be directed to Permit Service for the selected permit. (Community Development > Parcel Management > Parcel Search) 8374363 Bug Fix NWERP-68363
Community Development Licensing A setting to allow original license payments from eLicensing has been added to the eLicensing Miscellaneous Settings page in eAdministration. (eAdministration > eLicensing > Miscellaneous Settings) NA Enhancement NWERP-62080
Community Development Permits Over-the-counter credit card payments for partial payments on licenses and permits displayed an error. 10224375 Bug Fix NWERP-69022
Application Module Notes CRM Case Type Jira ID
Community Development Inspections Numeric user-defined fields (UDFs) have been restricted to the INT max of 1000000000 and will save properly or display an error message if the user attempts to enter a higher value. (Maintenance > Community Development > Inspections > Inspection Templates > Template > Add Numeric UDF/Community Development > Inspections > Inspection List/Search > View Details > UDFs) 9249597 Bug Fix NWERP-69016
Community Development Permits When fees were added to a permit, the new balance owed was not always reflected on the Fees tab of the Permit Service General page. (Community Development > Permit Service > Permit Number > Fees) 10054288 Bug Fix NWERP-68960
Application Module Notes CRM Case Type Jira ID
Community Development Inspections Pop-ups did not display properly in Chrome version 114.x and above. 10175907 Bug Fix NWERP-68913
Community Development Inspections An issue introduced by a new release of Chrome, resulting in various Community Development pages failing to show hyperlinks and buttons, has been resolved. 10175907 Bug Fix NWERP-68954
Community Development Inspections The Inspection Results mail merge for a business printed additional pages for each contact. (Community Development > Inspections > Inspection List/Search > Inspection Details > Print Results Report) 6878474, 10175533 Bug Fix NWERP-68694
Community Development Permits Partial payments for permits generated an "invalid amount" error for credit card payment types. (Financial Management > Revenue Collections > Receipts > Collection Station > Create Receipt) 10224375 Bug Fix NWERP-69012
Application Module Notes CRM Case Type Jira ID
Community Development eLicensing A change to a fee quantity did not always save. 9759840 Bug Fix NWERP-68701
Community Development Inspections The Inspection Worksheet mail merge report did not include compliance items. (Community Development > Inspections/Search > Scheduled > Print Worksheet) 9915881 Bug Fix NWERP-68751
Community Development Inspections An issue introduced by a new release of Chromium, resulting in various Community Development pages failing to show hyperlinks and buttons, has been resolved. 10175907 Bug Fix NWERP-68913
Community Development Licensing A completed license renewal for $0.00 did not appear in the License Listing, and the license did not print. (Community Development > Licensing > Print Licenses) 9281556 Bug Fix NWERP-68703
Community Development Licensing After an original license is canceled, it cannot be processed again. The Process License popup is disabled with an appropriate error message. (Community Development > Licensing > Licensee Service > Licensee > Licenses > License Number > Process) 5527212 Bug Fix NWERP-39014
Community Development Mobile-myInspections The myInspections mobile app did not display "Other" contact information. 7315955 Bug Fix NWERP-68787
Application Module Notes CRM Case Type Jira ID
Community Development Inspections Permit inspection notifications were sent to a user more than once if the email address appeared more than once in the To field. (Maintenance > Community Development > Inspections > Notifications) 9274618 Bug Type NWERP-68734
Community Development Inspections, TCM Content Manager documents added to Permit Inspections show document name as the file name. Content Manager version 2023.1.4 required as well. 9174159 Bug Fix NWERP-68648
Community Development Parcel Management A column with links to Miscellaneous Billing invoices has been added to Parcel Search. (Community Development > Parcel Management > Parcel Search) 6817958 Enhancement NWERP-68595
Application Module Notes CRM Case Type Jira ID
Foundation Suite-ePay The ePay Log Viewer will limit results to the value specified for Days to Maintain Logs in ePay Settings. (Maintenance > new world ERP Suite > System > ePay Management > ePay Settings/ePay Log Viewer) 10606273 Bug Fix NWERP-70851
Foundation Suite-System Home Page - Approvals - In some instances, the approvals page included tasks that were already removed. 10750580 Bug Fix NWERP-70886
Application Module Notes CRM Case Type Jira ID
NA          
Application Module Notes CRM Case Type Jira ID
Foundation Reports When the Show Original HTM in My Reports setting was enabled for the PDF converter in a Content Manager (CM) environment, the HTM file displayed in the list, but it could not be accessed. 6567149 Bug Fix NWERP-69513
Foundation Suite-Security A function has been added to sync one Content Manager (CM) user instead of all. (Maintenance > new world ERP Suite > Security > Users > Select User > Sync Users with CM) NA Enhancement NWERP-70461
Application Module Notes CRM Case Type Jira ID
NA          
Application Module Notes CRM Case Type Jira ID
Foundation eSuite eSuite headers have been updated. 10655532 Bug Fix NWERP-70320
Foundation Suite-Security An error occurred when a security template was copied. (Maintenance > new world ERP Suite > Security > Security Templates > Copy) 10678466 Bug Fix NWERP-70385
Application Module Notes CRM Case Type Jira ID
Foundation Suite-myReports

An error occurred in HTML-to-PDF conversion.

 TBD Bug Fix NWERP-70391
Application Module Notes CRM Case Type Jira ID
NA          
Application Module Notes CRM Case Type Jira ID
NA          
Application Module Notes CRM Case Type Jira ID
Foundation Management Console A setting for Notify to suppress messages from being sent has been added to the Management Console. (Management Console > New World ERP > Configuration Settings > Notify > Gear Icon) NA Enhancement NWERP-69844
Foundation Suite-Process Manager Process Manager - When parentheses were used in level descriptions, views on the different pages were not appearing correctly. 8396027 Bug Fix NWERP-69883
Foundation Suite-System A setting to hide shared saved reports created by inactive users has been added to System Settings Maintenance. This setting affects all shared reports where the Load Saved Report feature exists. NA Idea NWERP-69799
Application Module Notes CRM Case Type Jira ID
Foundation Suite-Reports The User-Based Security Compare Two Users report has been enhanced to let you run it for all functions at once. (Maintenance > new world ERP Suite > Security > User-Based Security > Compare Two Users) NA Enhancement NWERP-69877
Application Module Notes CRM Case Type Jira ID
Foundation Content Manager This patch resolves issues that occurred with Content Manager when patch 2023.1.8.1 was applied. NA Bug Fix NWERP-69680
Application Module Notes CRM Case Type Jira ID
Foundation Suite-Security A button to compare the user-based security permissions of two users has been added to the User-Based Security page. (Maintenance > new world ERP Suite > Security > User-Based Security) NA Idea NWERP-69200
Application Module Notes CRM Case Type Jira ID
Foundation Suite-myReports A more descriptive message displays in myReports while a report converts from HTML to PDF. 5548975 Enhancement NWERP-63410
Application Module Notes CRM Case Type Jira ID
Foundation Suite-Process Manager, Reports, Security The Approval History Report has been added to the Security Reports menu. (Maintenance > new world ERP Suite > Security > Reports > Approval History Report) NA Enhancement NWERP-69238
Foundation Suite-Process Manager, Reports, Security Data from the Approval History Report displays in an exportable grid. (Maintenance > new world ERP Suite > Security > Reports > Approval History Report) NA Enhancement NWERP-69236
Foundation Suite-Reports, Security The Security Template Change Tracking Report has been added to the Security Reports menu. (Maintenance > new world ERP Suite > Security > Reports > Security Template Change Tracking Report) NA Idea NWERP-68850
Foundation Suite-System Changes have been applied to accelerate the Suite file build for the Caching Service. 9434217 Enhancement NWERP-69456
Foundation Suite-System The Automated Import Service will remain in Automatic mode when it gets an update. NA Bug Fix NWERP-69457
Application Module Notes CRM Case Type Jira ID
Foundation Suite-Security The Process Manager Change Tracking Report has been added to the Security Reports menu. (Maintenance > new world ERP Suite > Security > Reports > Process Manager Change Tracking Report) NA Enhancement NWERP-68846
Application Module Notes CRM Case Type Jira ID
Foundation Suite-GIS When the host header for New World ERP is different from the FQDN of the server, the GIS API files will be updated properly. 10279557 Bug Fix NWERP-69137
Application Module Notes CRM Case Type Jira ID
NA          
Application Module Notes CRM Case Type Jira ID
NA          
Application Module Notes CRM Case Type Jira ID
Foundation FM-Payment Processing In some scenarios, AP EFTs were not going to Content Manager unless the process was re-run. 7916693 Bug Fix NWERP-68213
Application Module Notes CRM Case Type Jira ID
Foundation Suite-Secuirty A new report that surfaces eSuite Authentication Log records has been added to the Security Reports menu. (Maintenance > new world ERP Suite > Security > Reports > eSuite Authentication Log) NA Enhancement NWERP-68468
Foundation Suite-Security Security reports have been organized into a new reports menu. (Maintenance > new world ERP Suite > Security > Reports) NA Enhancement NWERP-68732
Foundation Suite-Security A new Company Suite Settings Change Tracking Report has been added to the Security Reports menu. (Maintenance > new world ERP Suite > Security > Reports > Company Suite Settings Change Tracking Report) NA Enhancement NWERP-68733

2023.1 Cumulative Patch Notes by Module

New and Updated Features Reference