2023.1 Cumulative Patch Notes by Module
| Patch # | Application | Module | Notes | CRM Case | Type | Jira ID |
|---|---|---|---|---|---|---|
| FINANCIAL MANAGEMENT | ||||||
| 2023.1.18 | 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 |
| 2023.1.18 | 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 |
| 2023.1.18 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.15 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.12 | 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 |
| 2023.1.12 | 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 |
| 2023.1.12 | 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 |
| 2023.1.12 | 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 |
| 2023.1.12 | 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 |
| 2023.1.9 | 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 |
| 2023.1.8 | 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 |
| 2023.1.8 | 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 |
| 2023.1.7 | 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 |
| 2023.1.7 | 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 |
| 2023.1.7 | 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 |
| 2023.1.6 | 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 |
| 2023.1.5 | 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 |
| 2023.1.4 | 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 |
| 2023.1.1 | 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 |
| 2023.1.1 | 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 |
| 2023.1.1 | 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 |
| 2023.1.17 | 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 |
| 2023.1.16 | 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 |
| 2023.1.13 | 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 |
| 2023.1.11 | 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 |
| 2023.1.5 | 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 |
| 2023.1.5 | 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 |
| 2023.1.2 | 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 |
| 2023.1.2 | 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 |
| 2023.1.18 | 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 |
| 2023.1.16 | 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 |
| 2023.1.15 | 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 |
| 2023.1.15 | 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 |
| 2023.1.14 | 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 |
| 2023.1.13 | 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 |
| 2023.1.12 | 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 |
| 2023.1.5 | 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 |
| 2023.1.17 | 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 |
| 2023.1.15 | 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 |
| 2023.1.14 | 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 |
| 2023.1.11 | 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 |
| 2023.1.11 | 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 |
| 2023.1.11 | 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 |
| 2023.1.11 | Financial Management | Bank Reconciliation |
Reconcile Bank Accounts - Deposits - Several enhancements have been made to the grid and Deposit Transaction Inquiry pop up window:
|
NA | User Group Suggestion | NWERP-69177 |
| 2023.1.8 | 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 |
| 2023.1.8 | 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 |
| 2023.1.4 | 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 |
| 2023.1.4 | 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 |
| 2023.1.2 | 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 |
| 2023.1.3 | 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 |
| 2023.1.14 | 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 |
| 2023.1.3 | Financial Management | eSupplier | eSupplier - If no Bids exist, clicking the eBids tab was issuing an error. | 10152963 | Bug Fix | NWERP-68955 |
| 2023.1.18 | 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 |
| 2023.1.17 | 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 |
| 2023.1.2 | 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 |
| 2023.1.2 | 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 |
| 2023.1.18 | 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 |
| 2023.1.15 | 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 |
| 2023.1.15 | 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 |
| 2023.1.15 | 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 |
| 2023.1.12 | 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 |
| 2023.1.12 | 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 |
| 2023.1.3 | 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 |
| 2023.1.14 | 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 |
| 2023.1.12 | 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 |
| 2023.1.9 | 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 |
| 2023.1.7 | 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 |
| 2023.1.7 | 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 |
| 2023.1.5 | 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 |
| 2023.1.18 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.16 | 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 |
| 2023.1.13 | 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 |
| 2023.1.12 | 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 |
| 2023.1.4 | 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 |
| 2023.1.4 | 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 |
| 2023.1.2 | 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 |
| 2023.1.12 | 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 |
| 2023.1.9 | 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 |
| 2023.1.9 | 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 |
| 2023.1.9 | 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 |
| 2023.1.8 | 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 |
| 2023.1.8 | 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 |
| 2023.1.5 | 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 |
| 2023.1.18 | 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 |
| 2023.1.18 | 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 |
| 2023.1.17 | 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 |
| 2023.1.16 | 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 |
| 2023.1.9 | 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 |
| 2023.1.8 | 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 |
| 2023.1.7 | 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 |
| 2023.1.4 | 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 |
| 2023.1.4 | 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 |
| 2023.1.2 | 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 |
| 2023.1.15 | 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 |
| 2023.1.13 | 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 |
| 2023.1.1 | Financial Management | Payment Processing |
Payment Batch Register - The "Check Sort Code" has been added to the Invoice detail section. |
NA | Enhancement | NWERP-68723 |
| 2023.1.18 | 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 |
| 2023.1.18 | 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 |
| 2023.1.18 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.16 | 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 |
| 2023.1.14 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.12 | 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 |
| 2023.1.11 | 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 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.8 | 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 |
| 2023.1.8 | 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 |
| 2023.1.7 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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:
(Financial Management > Inquiries > Contracts > Contract w/ AP invoices) |
User Group Suggestion | Enhancement | NWERP-69293 |
| 2023.1.5 | 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 |
| 2023.1.5 | 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 |
| 2023.1.5 | 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 |
| 2023.1.4 | 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 |
| 2023.1.4 | 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 |
| 2023.1.3 | 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 |
| 2023.1.1 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.16 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.12 | 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 |
| 2023.1.8 | 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 |
| 2023.1.5 | 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 |
| 2023.1.3 | 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 |
| 2023.1.1 | 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 |
| 2023.1.14 | 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 |
| 2023.1.18 | 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 |
| 2023.1.18 | 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 |
| 2023.1.18 | 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 |
| 2023.1.18 | 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 |
| 2023.1.18 | 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 |
| 2023.1.18 | 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 |
| 2023.1.18 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.16 | 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 |
| 2023.1.15 | 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 |
| 2023.1.14 | Financial Management | Reports | Reporting views - vwGLAccount - The "GLAccountDelimited" field was incorrectly returning NULL values. | 10662932 | Bug Fix | NWERP-70340 |
| 2023.1.7 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.4 | 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 |
| 2023.1.3 | 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 |
| 2023.1.3 | 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 |
| 2023.1.18 | 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 |
| 2023.1.15 | 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 |
| 2023.1.14 | 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 | NWERP-70330 | |
| 2023.1.14 | 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 |
| 2023.1.12 | 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 |
| 2023.1.12 | 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 |
| 2023.1.11 | 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 |
| 2023.1.11 | 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 |
| 2023.1.9 | 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 |
| 2023.1.7 | 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 |
| 2023.1.5 | 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 |
| 2023.1.2 | Financial Management | Revenue Collections |
Receipt Inquiry - Enhancements have been added to the grid:
|
NA | Enhancement | NWERP-68569 |
| 2023.1.2 | 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 |
| 2023.1.13 | 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 |
| 2023.1.1 | 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 |
| 2023.1.13 | 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 |
| 2023.1.10 | 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:
|
NA | NA | NWERP-69927 |
| 2023.1.9 | 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 |
| 2023.1.9 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.2 | 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 |
| 2023.1.2 | 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 |
| HUMAN RESOURCES | ||||||
| 2023.1.9 | 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 |
| 2023.1.14 | 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 |
| 2023.1.17 | Human Resources | DSS Analytics | Approval Manager DSS processes have been updated to include the process type. | NA | NA | NWERP-70542 |
| 2023.1.7 | 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 |
| 2023.1.15 | Human Resources | eEmployee | Future-dated position events displayed on the Position and Pay Rate page. | 10372375 | Bug Fix | NWERP-70471 |
| 2023.1.15 | 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 |
| 2023.1.14 | 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 |
| 2023.1.9 | 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 |
| 2023.1.8 | 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 |
| 2023.1.7 | 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 |
| 2023.1.3 | 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 |
| 2023.1.1 | 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 |
| 2023.1.12 | Human Resources | Employee Event Tracking | The ability to delete canceled employee performance evaluations has been added. | 10528342 | Bug Fix | NWERP-70042 |
| 2023.1.8 | 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 |
| 2023.1.15 | 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 |
| 2023.1.15 | 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 |
| 2023.1.17 | 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 |
| 2023.1.18 | 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 |
| 2023.1.15 | 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 |
| 2023.1.10 | Human Resources | eTime Off Requests | TOR - populate new RejectionReason from email template with comments from UI. | NA | Enhancement | NWERP-69843 |
| 2023.1.10 | 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 |
| 2023.1.9 | 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 |
| 2023.1.4 | 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 |
| 2023.1.4 | 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 |
| 2023.1.14 | 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 |
| 2023.1.12 | Human Resources | Maintenance | The attempt to end a shift code resulted in an error. | 9503966 | Bug Fix | NWERP-69780 |
| 2023.1.7 | 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 |
| 2023.1.7 | 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 |
| 2023.1.7 | 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 |
| 2023.1.2 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.12 | Human Resources | Maintenance-Hours Codes | Updating a debit account on the hours code was not saving. | 10563046 | Bug Fix | NWERP-70044 |
| 2023.1.12 | 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 |
| 2023.1.2 | 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 |
| 2023.1.17 | 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 |
| 2023.1.1 | 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 |
| 2023.1.11 | 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 |
| 2023.1.18 | 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 |
| 2023.1.2 | 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 |
| 2023.1.2 | 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 |
| 2023.1.1 | 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 |
| 2023.1.1 | 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 | |
| 2023.1.1 | 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 |
| 2023.1.1 | 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 |
| 2023.1.17 | 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 |
| 2023.1.15 | 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 |
| 2023.1.15 | 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 |
| 2023.1.9 | 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 |
| 2023.1.7 | 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 |
| 2023.1.3 | 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 |
| 2023.1.2 | 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 |
| 2023.1.17 | 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 |
| 2023.1.7 | 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 |
| 2023.1.6 | 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 |
| 2023.1.1 | 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 |
| 2023.1.8 | 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 |
| 2023.1.6 | 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 |
| 2023.1.16 | 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 |
| 2023.1.7 | 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 |
| 2023.1.6 | Human Resources | Payroll Processing | A payroll validation delete employee query produced a high read and duration. | NA | Bug Fix | NWERP-69230 |
| 2023.1.3 | 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 |
| 2023.1.3 | 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 |
| 2023.1.9 | 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 |
| 2023.1.1 | 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 |
| 2023.1.14 | 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 |
| 2023.1.18 | 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 |
| 2023.1.17 | 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 |
| 2023.1.16 | 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 |
| 2023.1.16 | 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 |
| 2023.1.16 | 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 |
| 2023.1.15 | 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 |
| 2023.1.15 | 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 |
| 2023.1.15 | 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 |
| 2023.1.15 | 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 |
| 2023.1.14 | 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 |
| 2023.1.13 | 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 |
| 2023.1.12 | 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 |
| 2023.1.12 | 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 |
| 2023.1.12 | 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 |
| 2023.1.12 | 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 |
| 2023.1.9 | 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 |
| 2023.1.9 | 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 |
| 2023.1.9 | 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 |
| 2023.1.9 | 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 |
| 2023.1.9 | 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 |
| 2023.1.9 | 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 |
| 2023.1.8.1 | 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 |
| 2023.1.7 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.5 | 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 |
| 2023.1.5 | 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 |
| 2023.1.5 | Human Resources | Reports | The ability to exlude 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 |
| 2023.1.5 | 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 |
| 2023.1.5 | 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 |
| 2023.1.4 | 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 |
| 2023.1.4 | 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 |
| 2023.1.3 | 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 |
| 2023.1.3 | 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 |
| 2023.1.3 | 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 |
| 2023.1.2 | 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 |
| 2023.1.2 | 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 |
| 2023.1.2 | 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 |
| 2023.1.4 | 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 |
| 2023.1.3 | 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 |
| 2023.1.13 | 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 |
| 2023.1.11 | 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 |
| 2023.1.8 | 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 |
| 2023.1.18 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.16 | 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 |
| 2023.1.16 | 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 |
| 2023.1.15 | 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 |
| 2023.1.15 | 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 |
| 2023.1.15 | 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 |
| 2023.1.14 | 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 |
| 2023.1.14 | 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 |
| 2023.1.14 | 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 |
| 2023.1.14 | 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 |
| 2023.1.14 | 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 |
| 2023.1.14 | 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 |
| 2023.1.14 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | Human Resources | State Requirements | The Iowa state tax calculation has been updated to accommodate the new Iowa 2024 W-4. | NA | Enhancement | NWERP-70101 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.12 | Human Resources | State Requirements | A new ICESA file format has been applied to the Colorado Quarterly Wage Report. | 10556528, 10509613 | NA | NWERP-70049 |
| 2023.1.12 | 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 |
| 2023.1.12 | Human Resources | State Requirements | Employees who do not have earnings or contributions are excluded from the Louisiana FRS Report. | 10568153 | NA | NWERP-70036 |
| 2023.1.12 | Human Resources | State Requirements | Employer Name (field 8) was blank on the Louisiana FRS transmittal file. | 10568153 | Bug Fix | NWERP-70035 |
| 2023.1.12 | Human Resources | State Requirements | Employee Name allows a maximum of 24 characters on the Louisiana FRS transmittal file. | 10568153 | NA | NWERP-70034 |
| 2023.1.12 | 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 |
| 2023.1.11 | 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 |
| 2023.1.11 | 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 |
| 2023.1.11 | 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 |
| 2023.1.11 | 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 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.9 | 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 |
| 2023.1.9 | 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 |
| 2023.1.9 | 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 |
| 2023.1.8 | 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 |
| 2023.1.8 | 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 |
| 2023.1.8 | Human Resources | State Requirements | A Certified Employee tab has been added to the Indiana System Settings Maintenance page. | 10391578 | NWERP-69576 | |
| 2023.1.8 | Human Resources | State Requirements | The Indiana Certified Employee Report and transmittal file have been updated. | 10391578 | Enhancement | NWERP-69661 |
| 2023.1.8 | 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 |
| 2023.1.8 | 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 |
| 2023.1.8 | 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 |
| 2023.1.7 | 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 |
| 2023.1.7 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.5 | 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 |
| 2023.1.4 | 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 |
| 2023.1.4 | 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 |
| 2023.1.4 | 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 |
| 2023.1.3 | 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 |
| 2023.1.3 | 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 |
| 2023.1.3 | 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 |
| 2023.1.1 | 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 |
| 2023.1.1 | 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 |
| 2023.1.1 | 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 |
| 2023.1.8 | Human Resources | Suite-Notifications | Notes for Personnel Actions displayed the incorrect employee name on the home page. | 10403723 | Bug Fix | NWERP-69559 |
| 2023.1.7 | 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 |
| 2023.1.6 | 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 |
| 2023.1.16 | 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 |
| 2023.1.11 | Human Resources | Time Off Requests | 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 |
| 2023.1.17 | Human Resources | Workforce Administration | Newly added employees could not be deleted. (Human Resources > Workforce Administration > Search > Delete) | 10748415, 10818356 | Bug Fix | NWERP-70707 |
| 2023.1.11 | 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 |
| 2023.1.11 | 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 |
| 2023.1.9 | 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 |
| 2023.1.7 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.5 | 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 |
| 2023.1.2 | 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 |
| 2023.1.2 | 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 |
| 2023.1.1 | 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 |
| 2023.1.15 | 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 |
| 2023.1.14 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.11 | 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 |
| 2023.1.10 | Human Resources | Year-End Processing | Print 1095-C Tyler Forms (option to setup 2023 readyform template in readyform admin page). | NA | NA | NWERP-69793 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.10 | Human Resouces | Year-End Processing | The W-2 forms image for the backer has been updated for 2023. | NA | NA | NWERP-69659 |
| 2023.1.10 | Human Resources | Year-End Processing | The front side of the W-2 forms has been updated for 2023. | NA | NA | NWERP-69658 |
| 2023.1.10 | Human Resources | Year-End Processing | The EFW-2 transmittal has been updated for 2023. | NA | NA | NWERP-69656 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.10 | Human Resources | Year-End Processing | The electronic filing specifications have been updated for the 2023 1095-C transmittal file. | NA | NA | NWERP-69790 |
| 2023.1.10 | 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 |
| 2023.1.10 | Human Resources | Year-End Processing | The tax year has been updated on the front of the 2023 1095-C form. | NA | NA | NWERP-69788 |
| 2023.1.10 | 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 |
| UTILITY MANAGEMENT | ||||||
| 2023.1.18 | 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 |
| 2023.1.10 | 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 |
| 2023.1.15 | Utility Management | Adjustments | Deposit Refunds did not delete in certain scenarios. (Utility Management > Additional Processes > Deposits > Deposit Refunds) | 10709041, 10629051 | Bug Fix | NWERP-70508 |
| 2023.1.10 | 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 |
| 2023.1.8 | 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 |
| 2023.1.8 | 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 |
| 2023.1.12 | 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 |
| 2023.1.2 | Utility Management | Bank Drafting | Users were unable to sort by Bank Drafting alert. (Utility Management > Bank Drafting) | 9918415 | Bug Fix | NWERP-68785 |
| 2023.1.2 | 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 |
| 2023.1.18 | 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 |
| 2023.1.18 | Utility Management | Billing | The meter read audit did not retain previously selected audits. (Utility Management > Billing > Meter Read Audit) | 10718945 | Bug Fix | NWERP-70626 |
| 2023.1.16 | Utility Management | Billing | The read for a new meter or change-out did not save the consumption properly. | 10731574 | Bug Fix | NWERP-70614 |
| 2023.1.16 | Utility Management | Billing | Load non-metered consumption defaults a value if none is set in UM Settings. | 6998503 | Bug Fix | NWERP-70586 |
| 2023.1.16 | 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 |
| 2023.1.16 | 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 |
| 2023.1.15 | 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 |
| 2023.1.14 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.11 | 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 |
| 2023.1.11 | 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 |
| 2023.1.11 | 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 |
| 2023.1.11 | Utility Management | Billing | Child aggregate accounts will only be able to view their utility bills. | 10409414 | Bug Fix | NWERP-69888 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.7 | 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 |
| 2023.1.6 | Utility Management | Billing | The billing export file was appending the Billed Consumption value to the Component Rate value. | 10320248 | Bug Fix | NWERP-69367 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.5 | 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 |
| 2023.1.4 | Utility Management | Billing | Aggregate eBills were not displayed in eSuite. | 8353935 | Bug Fix | NWERP-64392 |
| 2023.1.4 | 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 |
| 2023.1.4 | 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 |
| 2023.1.4 | 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 |
| 2023.1.3 | Utility Management | Billing | Negative consumption reads were adding the rate's minimum amount to the billing calculation. | 6980623 | Bug Fix | NWERP-68885 |
| 2023.1.3 | 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 |
| 2023.1.2 | Utility Management | Billing | Remit Address has been added to the standard SSRS utility bill. (Utility Management > Billing > Print Bills) | 10150256 | Enhancement | NWERP-68855 |
| 2023.1.18 | 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 |
| 2023.1.17 | 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 |
| 2023.1.18 | 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 |
| 2023.1.18 | 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 |
| 2023.1.17 | Utility Management | Customer Service | Internal Messages caused Utility Management pages to run slowly, | 10811250 | Bug Fix | NWERP-70838 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.15 | 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 |
| 2023.1.14 | 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 |
| 2023.1.14 | Utility Management | Customer Service | Names with quotes caused certain pages to function improperly. (Utility Management > Customer Service > Account > Transactions) | 10581816 | Bug Fix | NWERP-70173 |
| 2023.1.14 | 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 |
| 2023.1.11 | 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 |
| 2023.1.11 | Utility Management | Customer Service | Billing item changes have been added to the Utility Billing Audit Viewer. | NA | Idea | NWERP-69547 |
| 2023.1.12 | 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 |
| 2023.1.12 | 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 |
| 2023.1.10 | 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 |
| 2023.1.7 | 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 |
| 2023.1.6 | Utility Management | Customer Service | The transactions hover detail bubble displayed an error for certain transactions. | 10361478 | Bug Fix | NWERP-69412 |
| 2023.1.6 | 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 |
| 2023.1.6 | 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 |
| 2023.1.6 | Utility Management | Customer Service | Meter detail changes have been added to the Utility Billing Audit Meter. | NA | Enhancement | NWERP-69247 |
| 2023.1.5 | 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 |
| 2023.1.5 | 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 |
| 2023.1.5 | 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 |
| 2023.1.5 | 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 |
| 2023.1.5 | 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 |
| 2023.1.5 | 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 |
| 2023.1.5 | 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 |
| 2023.1.4 | 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 |
| 2023.1.3 | 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 |
| 2023.1.3 | 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 |
| 2023.1.1 | 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 |
| 2023.1.17 | 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 |
| 2023.1.12 | Utility Management | Customer Service, RCC | RCC enrollment and unenrollment create events in Customer Service. (Utility Management > Customer Service > Account > Events) | NA | Idea | NWERP-69982 |
| 2023.1.5 | 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 |
| 2023.1.15 | 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 |
| 2023.1.18 | 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 |
| 2023.1.16 | Utility Management | Delinquencies | Notify alerts will be sent for utility delinquent notices through a phone call (robocall). | NA | Idea | NWERP-69773 |
| 2023.1.2 | 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 |
| 2023.1.5 | 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 |
| 2023.1.1 | 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 |
| 2023.1.2 | 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 |
| 2023.1.14 | Utility Management | DSS Analytics | Counts have been added to the user-defined fields cube in DSS. | NA | Enhancement | NWERP-70054 |
| 2023.1.11 | Utility Management | DSS-Analytics | A count object has been added in Utilities DSS. | NA | Idea | NWERP-69938 |
| 2023.1.5 | Utility Management | DSS Analytics-FM | In some cases, invoice payment records in DSS were duplicating. | 10270597 | Bug Fix | NWERP-69245 |
| 2023.1.3 | Utility Management | DSS-Analytics-FM | The DSS database upgrade failed in certain scenarios. | 10205339 | Bug Fix | NWERP-68996 |
| 2023.1.3 | Utility Management | DSS-Analytics-FM | Some combinations in DSS showed whole numbers for receipt distribution amounts. | 10147719 | Bug Fix | NWERP-68900 |
| 2023.1.14 | 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 |
| 2023.1.16 | 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 |
| 2023.1.10 | Utility Management | Enterprise Payments | Project Planning was not available to pay through Enterprise Payments. | NA | Bug Fix | NWERP-69699 |
| 2023.1.1 | 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 |
| 2023.1.17 | Utility Management | Enterprise Payments, Payments | Payment reconciliation response time in receipting has been improved. | 10849535 | NA | NWERP-70810 |
| 2023.1.1 | 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 |
| 2023.1.5.1 | Utility Management | ePayments | An error occurred when logging into eUtilities when using Authorize.Net. | 10338444 | Bug Fix | NWERP-68674 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.11 | 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 |
| 2023.1.10 | 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 |
| 2023.1.4 | Utility Management | ePay | Some transactions in the ePay Log Viewer, although successful, displayed as failed. | 10130184 | Bug Fix | NWERP-68783 |
| 2023.1.1 | 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 |
| 2023.1.2 | Utility Management | eSuite, eAdministration | In some cases the header and footer customizations in eSuite were lost on upgrade. | 10082808 | Bug Fix | NWERP-68696 |
| 2023.1.15 | Utility Management | eUtilities | Deposit Payments for eUtilities will send an email confirmation. | NA | Idea | NWERP-70405 |
| 2023.1.15 | Utility Management | eUtilities | Deposit Payments processing has been added to eUtilities. | NA | Idea | NWERP-70030 |
| 2023.1.11 | Utility Management | eUtilities | Making a payment on an inactive account with a $0.00 balance displays a warning. | NA | Idea | NWERP-69889 |
| 2023.1.10 | 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 |
| 2023.1.10 | Utility Management | eUtilities | The eBill status has been added to the Account List. | NA | Idea | NWERP-69636 |
| 2023.1.10 | Utility Management | eUtilities | Account # and Service Address have been added to the eBill Enrollment page. | NA | Idea | NWERP-69635 |
| 2023.1.10 | 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 |
| 2023.1.6 | 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 |
| 2023.1.5 | 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 |
| 2023.1.5 | Utility Management | eUtilities | Account Number and Service Address tags have been added to the eSuite User Profile email. | 10020697 | Idea | NWERP-69219 |
| 2023.1.5 | Utility Management | eUtilities | The Total Due for accounts set for a move out displayed an incorrect balance in eUtilities. | 10281823 | Bug Fix | NWERP-69216 |
| 2023.1.4 | 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 |
| 2023.1.4 | 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 |
| 2023.1.2 | 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 |
| 2023.1.1 | Utility Management | eUtilities | The eUtilities balance applied a deposit refund twice the total due. | 10003455 | Bug Fix | NWERP-68748 |
| 2023.1.15 | 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 |
| 2023.1.7 | 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 |
| 2023.1.8 | 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 |
| 2023.1.2 | 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 |
| 2023.1.11 | 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 |
| 2023.1.3 | 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 |
| 2023.1.9 | 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 |
| 2023.1.1 | 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 |
| 2023.1.16 | 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 |
| 2023.1.13 | 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 |
| 2023.1.8 | 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 |
| 2023.1.12 | 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 |
| 2023.1.16 | Utility Management | Payments, IVR Integration | Web API caching credentials caused an IVR error. | 10488760 | Bug Fix | NWERP-70407 |
| 2023.1.16 | 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 |
| 2023.1.13 | 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 |
| 2023.1.9 | 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 |
| 2023.1.8 | 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 |
| 2023.1.8 | Utility Management | RCC | Recurring credit card expiration email notifications will be sent for one- and two-month notices. | 10386640 | Bug Fix | NWERP-69510 |
| 2023.1.7.2 | 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 |
| 2023.1.4 | 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 |
| 2023.1.2 | 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 |
| 2023.1.9 | 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 |
| 2023.1.13 | 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 |
| 2023.1.13 | 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 |
| 2023.1.17 | 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 |
| 2023.1.15 | 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 |
| 2023.1.13 | 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 |
| 2023.1.10 | 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 |
| 2023.1.10 | 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 |
| 2023.1.9 | 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 |
| 2023.1.7 | Utility Management | Reports | The Billing Register Summary displayed the charges graph over multiple pages. (Utility Management > Billing > Billing Register) | 6645378 | Bug Fix | NWERP-64729 |
| 2023.1.5 | Utility Management | Reports | The performance of account messages has been improved. | 10259766 | Enhancement | NWERP-69171 |
| 2023.1.4 | 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 |
| 2023.1.3 | 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 |
| 2023.1.3 | 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 |
| 2023.1.2 | 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 |
| 2023.1.17 | Utility Management | UtilityAccess | Paying accounts without a bill in UtilityAccess did not create a receipt in New World ERP. | 10744710 | Bug Fix | NWERP-70698 |
| 2023.1.16 | Utility Management | UtilityAccess | QR codes have been Implemented for UtilityAccess in Utility Bills - Standard Utility Bill. | NA | Idea | NWERP-70004 |
| 2023.1.14 | Utility Management | UtilityAccess | eBill email address updates are now reflected in New World ERP. | 10573326 | Bug Fix | NWERP-70324 |
| 2023.1.12 | 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 |
| 2023.1.8 | Utility Management | UtilityAccess | Performance improvements have been made to UtilityAccess Quick Pay and Add Account functions. | NA | Enhancement | NWERP-69509 |
| 2023.1.7 | Utility Management | UtilityAccess | The UtilityAccess autopay sign-up displayed an error regarding the card holder name. | 10381920 | Bug Fix | NWERP-69529 |
| 2023.1.7 | Utility Management | UtilityAccess | Performance improvements have been made to UtilityAccess Quick Pay and Add Account functions. | NA | Enhancement | NWERP-69509 |
| 2023.1.7 | 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 |
| 2023.1.17 | 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 |
| 2023.1.12 | 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 |
| 2023.1.8.1 | 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 |
| 2023.1.7 | 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 |
| COMMUNITY DEVELOPMENT | ||||||
| 2023.1.5 | 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 |
| 2023.1.16 | Community Development | DSS Analytics | Inspection comments in DSS have been increased to 1000 characters. | 10661078 | Enhancement | NWERP-70532 |
| 2023.1.14 | Community Development | DSS Analytics | Codes in Violation for resulted inspections have been added to Inspection cubes in DSS. | 10608644 | Enhancement | NWERP-70172 |
| 2023.1.9 | 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 |
| 2023.1.8 | Community Development | eLicensing | eLicensing payments with service fees could not be processed via Bridgepay. | 10449914 | Bug Fix | NWERP-69667 |
| 2023.1.7 | Community Development | eLicensing | When pending inspections exist for a license being paid, a warning message displays. | NA | Idea | NWERP-69211 |
| 2023.1.5 | 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 |
| 2023.1.5 | 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 |
| 2023.1.2 | Community Development | eLicensing | A change to a fee quantity did not always save. | 9759840 | Bug Fix | NWERP-68701 |
| 2023.1.8 | Community Development | Enterprise Payments | Project Planning was not available to pay through Enterprise Payments. | NA | Bug Fix | NWERP-69620 |
| 2023.1.11 | 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 |
| 2023.1.8 | 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 |
| 2023.1.7.1 | Community Development | ePermits | Payments with service fees could not be processed via Bridgepay. | 10443842, 10446390 | Bug Fix | NWERP-69666 |
| 2023.1.7 | Community Development | ePermits | An ID value displayed in place of the Primary Owner name suffix on an ePermit. | 6565616 | Bug Fix | NWERP-65868 |
| 2023.1.14 | 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 |
| 2023.1.12 | 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 |
| 2023.1.11 | 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 |
| 2023.1.11 | Community Development | Inspections | The Inspection Scheduler Inspector filters did not load saved filters. (Community Development > Inspections > Inspection Scheduler) | 10349085 | Bug Fix | NWERP-69543 |
| 2023.1.5 | 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 |
| 2023.1.4 | 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 |
| 2023.1.3 | 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 |
| 2023.1.3 | 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 |
| 2023.1.3 | Community Development | Inspections | Pop-ups did not display properly in Chrome version 114.x and above. | 10175907 | Bug Fix | NWERP-68913 |
| 2023.1.2 | 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 |
| 2023.1.2 | 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 |
| 2023.1.1 | 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 |
| 2023.1.1 | 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 |
| 2023.1.18 | 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 |
| 2023.1.18 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | 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 |
| 2023.1.17 | Community Development | Licensing | The Complete Renewal process completes the proper license renewal instead of the latest or oldest one. | 10743075 | Bug Fix | NWERP-70734 |
| 2023.1.14 | 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 |
| 2023.1.13 | 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 |
| 2023.1.9 | Community Development | Licensing | Using the breadcrumb to navigate back to Licensee Service did not display the Businesses information pane. | 8665754 | Bug Fix | NWERP-69631 |
| 2023.1.9 | 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 |
| 2023.1.6 | 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 |
| 2023.1.5 | 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 |
| 2023.1.2 | 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 |
| 2023.1.2 | 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 |
| 2023.1.11 | 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 |
| 2023.1.9 | 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 |
| 2023.1.9 | 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 |
| 2023.1.2 | Community Development | Mobile-myInspections | The myInspections mobile app did not display "Other" contact information. | 7315955 | Bug Fix | NWERP-68787 |
| 2023.1.12 | 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 |
| 2023.1.12 | 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 |
| 2023.1.18 | 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 |
| 2023.1.1 | 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 |
| 2023.1.18 | 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 |
| 2023.1.18 | Community Development | Permits | Enforced inspection dependencies were not applied to permit inspections. (Maintenance > Community Development > Permits > Permit Types > Code) | 10446978 | Bug Fix | NWERP-70857 |
| 2023.1.13 | 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 |
| 2023.1.12 | 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 |
| 2023.1.9 | 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 |
| 2023.1.9 | 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 |
| 2023.1.5 | Community Development | Permits | Over-the-counter credit card payments for partial payments on licenses and permits displayed an error. | 10224375 | Bug Fix | NWERP-69022 |
| 2023.1.4 | 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 |
| 2023.1.3 | 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 |
| 2023.1.11 | 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 |
| 2023.1.13 | 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 |
| FOUNDATION | ||||||
| 2023.1.9.1 | 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 |
| 2023.1.14 | Foundation | eSuite | eSuite headers have been updated. | 10655532 | Bug Fix | NWERP-70320 |
| 2023.1.2 | 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 |
| 2023.1.11 | 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 |
| 2023.1.16 | 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 |
| 2023.1.18 | 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 |
| 2023.1.5 | 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 |
| 2023.1.13.1 | Foundation | Suite-myReports |
An error occurred in HTML-to-PDF conversion. |
TBD | Bug Fix | NWERP-70391 |
| 2023.1.8 | Foundation | Suite-myReports | A more descriptive message displays in myReports while a report converts from HTML to PDF. | 5548975 | Enhancement | NWERP-63410 |
| 2023.1.11 | 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 |
| 2023.1.7 | 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 |
| 2023.1.7 | 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 |
| 2023.1.10 | 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 |
| 2023.1.7 | 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 |
| 2023.1.16 | 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 |
| 2023.1.9 | 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 |
| 2023.1.14 | 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 |
| 2023.1.6 | 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 |
| 2023.1.1 | 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 |
| 2023.1.1 | Foundation | Suite-Security | Security reports have been organized into a new reports menu. (Maintenance > new world ERP Suite > Security > Reports) | NA | Enhancement | NWERP-68732 |
| 2023.1.1 | 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 |
| 2023.1.18 | Foundation | Suite-System | Home Page - Approvals - In some instances, the approvals page included tasks that were already removed. | 10750580 | Bug Fix | NWERP-70886 |
| 2023.1.11 | 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 |
| 2023.1.7 | Foundation | Suite-System | Changes have been applied to accelerate the Suite file build for the Caching Service. | 9434217 | Enhancement | NWERP-69456 |
| 2023.1.7 | Foundation | Suite-System | The Automated Import Service will remain in Automatic mode when it gets an update. | NA | Bug Fix | NWERP-69457 |