CYMA Release History: CYMA 15

Release Date: October 2015

The CYMA 15 Release is a major release including enhancements and corrections.

New CYMA 15 Features and Corrections

Payroll


Module Menu Item Description
PR Maintain Configuration Earnings Features have been converted from individual pages to a single grid for easier analysis and updates. Appropriate fields are enabled or disabled. User columns can be used to limit the displayed content.
PR Enter Staffing Hours Added the Allow Payout Greater Than Accrued option in Enter Staffing Hours
PR Human Resources Forms Added a "Consent to Receive Electonic W-2" form in Employee Self-Service
PR Maintain ACA Offer of Coverage Added a Maintain ACA Employee Offer of Coverage dialog
PR Maintain ACA Offer of Coverage Added a Copy Across button to all tabs of Maintain ACA Offer of Coverage dialog and moved the Exclude column
PR Maintain ACA Offer of Coverage Added counts to ACA Offer of Coverage proof report
PR Maintain ACA Offer of Coverage Added an Employee Offer of Coverage filter to the Maintain Offer of Coverage dialog
PR Maintain Clients Added an Employees tab to the client for PEOs and Fiscal Agents
PR Maintain Clients Added a Bill Markup Only column to Maintain Clients
PR Maintain Configuration Added User Columns to the PR Maintain Configuration Earnings grid
PR Maintain Configuration Added a "Quarters Before Archive" option to Payroll Configuration on the Posting Information page
PR Maintain Configuration On Earnings Accrual feature, features can now be marked for inclusion in a final check (e.g. Vacation Pay = Yes, Sick Pay = No)
PR Maintain Employee Time Away Codes Time Away grid has been added to the Employee Information page. This will track the type of time, dates, and hours an Employee is away from work.
PR Maintain Employees Added a "Select Needs Final Check Upon Termination" field. The option selected will default when an employee's status is changed to Terminated
PR Maintain Employees Added an ACA Offer of Coverage field on the employee record
PR Maintain Employees Added the ACA Offer of Coverage field to the Copy Feature function
PR Maintain Supervisors Added Employee Self-Service Staffing company options to Maintain Supervisors
PR Maintain Work Orders Added an Applicants Listing to the Find Applicants grid on Work Orders
PR Process Calculate Payroll The Payroll system now displays a notification when a previous year's tax calculations will be used instead of asking users to select a year
PR Process Year End - Complete W2 efile Service Cente Employee ACA data can be pushed to Aatrix, in order to produce Offer of Coverage forms 1094-C & 1095-C
PR Reports Created an Affordable Care Act 1095-C Worksheet for users who wish to manually complete the 1095-C form outside of CYMA
PR Reports Added filters and employee counts to the ACA 1095-C Worksheet
PR Enter Employee Hours Status Inquiry Added a Weeks option & columns to the Employee Hours Status Inquiry plus report text options for the purpose of obtaining the hours
PR Enter Employee Hours Status Inquiry Added the "Purpose for Obtaining Hours" description and the employee counts to the Employee Hours Status Inquiry report
PR Enter Employee Hours Status Inquiry Added new weekly columns to the Employee Hours Status Inquiry report
PR Enter Employee Hours Status Inquiry Added a Pay Frequency filter to the Employee Hours Status Inquiry
PR Enter Employee Status Inquiry Added an ACA Offer of Coverage filter to the Employee Status Inquiry
PR Enter Manual Checks Variable Departmentalization has been added for Manual Checks and Beginning Balances
PR Enter Quick Payroll Corrected process where selecting a line with a client code the focus goes to the top of the grid
PR Enter Staffing Hours When entering staffing hours the new employee-specific Bill Rate from the Work Order is defaulted
PR Enter Time Entry The system now only shows employees defined as Time Entry in the browser
PR Enter Time Entry Current pay period dates of the selected employee now show in the Enter Time Entry dialog
PR Maintain ACA Offer of Coverage Added a report to the ACA Maintain Employee Offer of Coverage dialog
PR Maintain Billing Configuration Sort and Grid Color Changes to Billing Configuration Screen
PR Maintain Billing Configuration Added a Bill Markup Only column to Billing Configuration
PR Maintain Clients Added an "Enable Billing for This Client" checkbox for a Staffing Company
PR Maintain Clients Added an ESS E-mail address to the Client for notification when ESS staffing hours have been approved
PR Maintain Clients The system prevents a Client from being deleted in a Staffing company if this client is linked to a supervisor
PR Maintain Configuration Added "warning" option to "Allow Payout GT Accrued" dropdown
PR Maintain Configuration Reported Tips earning features can now be displayed in Employee Self-Service
PR Maintain Configuration Added an "Enable Workers Comp Code" config option for Employee Self Service
PR Maintain Configuration The Payroll Configuration FUTA rate defaults to 0.6000
PR Maintain Configuration Added options for showing the medical coverage start date, the termination date and the hourly rate on the Employee Self-Service Personal Information page
PR Maintain Configuration Added a Company Self Insured option to PR Configuration to be used in ACA reporting
PR Maintain Employees Made "Net Earnings" the default for a system calculated Direct Deposit or EFT Direct Deposit feature
PR Maintain Employees Employees and/or their features cannot be deleted if there are Employee Self-Service entries
PR Maintain Employees Validated that the Retirement Plan check box is checked if certain Box 12 codes are used on any feature
PR Maintain Employees Functionality changes: In the edit mode of Maintain Employees, the earnings tree will expand if an employee has the Distribute Salary Based Upon Hours option selected
PR Maintain Employees Added a Bill Rate column to the Employee record for Staffing Companies
PR Maintain Employees Payroll Maintain Employee Copy feature now copies quantity on a Non Tax Expense feature.
PR Maintain Employees Corrected issue where Payroll Copy Feature PreTax Deductions would add the period amount as a negative prev period amount
PR Maintain Employees Added a "Medical Coverage Start Date" to the employee record
PR Maintain Employees Corrected issue where an incorrect value was saved to field if no Filing/Tax Status was selected before setting Calc Method to inactive.
PR Maintain Employees Added a Reason entry box to Maintain Employees for describing predefined reasons for the status change
PR Maintain Staffing Job Codes When the Bill Rate changes on one or more staffing job codes the system now provides an option to update the new rates on all employees
PR Maintain Status Change Reasons Added a Maintain Status Change Reasons dialog
PR Maintain Supervisors Enabled the "Taxes" field on the HR Manager tab on Maintain Supervisors and added an "Enable GL Accounts" field
PR Maintain Supervisors Added a Clients tab to Maintain Supervisors for a Staffing company if using Employee Self-Service
PR Maintain Work Orders Added a Copy function to Maintain Work Orders
PR Maintain Work Orders Added a Bill Rate column to the Employees tab on the Work Order
PR Maintain Work Orders Added an Ext. Pay Amount column to the Job Code grid on Maintain Work Orders
PR Maintain Work Orders When adding new job codes to a Work Order, the system provides an option to also add them at the Client level
PR Maintain Work Orders Added a Markup Employee Rate column to the Job Codes grid on the Work Order
PR Maintain Work Orders Added a "Find Applicants" function to the Employees tab on the Work Order
PR Other Resolved issue where hours written to the balance files were rounded to 2 decimal places, but stored in the check file as 4, comparisons between the two would not always match
PR Other The Version 15 conversion selects the "Enable Billing for This Client" option for existing Staffing companies
PR Process Calculate Payroll Corrected issue where the Summary Proof Report was including the accrual hours in the total.
PR Process Calculate Payroll Added Mairiana Protectorate (Mariana Islands) as a State option in Payroll for use in addresses and SIT calculation
PR Process Calculate Payroll Corrected issue where Accrual types of Reset or Add did not always occur when reference date is near year end or start of year
PR Process Calculate Payroll If employee needs a final check determine which accrual, loan and advance balances should be included, based upon setting in Maintain Configuration
PR Process Calculate Payroll Includes all state Payroll tax changes made prior to release
PR Process Client Billing Modified the detail client billing proof if the calc method is Bill Markup & Fees Only
PR Process Client Billing Corrected issue where making a feature inactive after calculating/printing checks but before billing was writing the Rate as $0.00 in the Pr_BillLn2.dat file
PR Process Client Billing Resolved issue where the Detail Sub-Total value was not correct if one or more features is only billing the markup
PR Process Client Billing Use the new Bill Markup Only field when processing client bills
PR Process Create AP Invoices The system will only add a suffix to the system-generated invoice number if it does not already exist in AP for this vendor and there are no duplicates in the Find Now grid
PR Process Import Web Time Entries - By Day Corrected issue where "Unsubmit" was not clearing period SubmitterID when unsubmitting using By Day import
PR Process Import Web Time Entries - By Day Added a Workers Comp column to the Import by Day proof report
PR Process Import Web Time Entries - By Period Added Job, Cost Code, Grant, COE, Program, Activity, TC1, and TC2 to the PrWebImportPrdRpt.rpt, ESS Period Approval report.
PR Process Import Web Time Entries - By Period Resolved issue where CYMA ESS Import would write rates with 2 decimal place precision, dropping potential 3rd and 4th values
PR Process Import Web Time Entries - By Period For a Staffing company, the system can now populate new Work Order related fields into the Payroll entry file upon importing ESS entries by period
PR Process Import Web Time Entries - By Period The CYMA General Import now allows paid tips to be imported
PR Process Import Web Time Entries - By Period Added the optional functionality to Import GL accounts from the ESS Supervisor Enter/Approve Time by Period file into the entry line file
PR Process Import Web Time Entries - By Period Added the optional functionality to Import the Advanced Workers Comp Code into the payroll entry line file
PR Process Import Web Time Entries - By Period Corrected issue where users would receive a Code 84 (record lock) when multiple users were importing time entries
PR Process Period End Close Created a Time history file and a process that will move data entries into this file upon closing the current Payroll year
PR Process Post Checks to GL When posting PR checks to GL in detail, Trans Class Code values are included for the breakout of Journal Entry lines
PR Process Print 941 Form Resolved issue where 941 Box 1 Employee Count was incorrect when Check Date that encompasses period for counting occured after the quarter being processed.
PR Process Print Checks Added the new frequency Calc Check Date logic to the Check Date field in Process Print Checks
PR Process Print Checks Updated process where checks that are reprinted with new numbers cannot be billed in Staffing Billing routine
PR Process Quarter End Close Transferring checks to history now reads the new "Quarters Before Archive" Config flag
PR Process Staff Billing Updated the the Product Description with only the employee name on invoices created from Staff Billing
PR Process Staff Billing Improved speed on loading records in the Staffing /Client Billing dialog when billing "Actuals"
PR Process Streamlined Payroll The Streamline Payroll system now displays a notification when a previous year's tax calculations will be used instead of asking users to select a year
PR Process Streamlined Payroll In Streamlined Payroll if an employee needs a final check determine which accrual, loan and advance balances should be included
PR Process Tax Forms and Payments Corrected issue where AUF was not showing correct info when same employee works on the same job, but uses different skills
PR Process Tax Forms and Payments Corrected issue where State Filing Tax IDs and Rates were inconsistent when using Aatrix with Client Grouping option.
PR Process Year End - Print and eFile W2s & 1099s Revised the way CYMA excludes RW records based upon negative amounts so that the total records are not including totals for RW records that were excluded.
PR Process Year End - Print and Self-Mail W2s & 1099s Reduced font size of Box 14 items on 4 Up W2's to size 10 to match other fields
PR Reports Added Hourly/Salary count add line for employees who have neither to the Employee Count Report
PR Reports Added a Client Status report similar to the existing Company Status Report
PR Reports Added a Supervisor Frequency Listing
PR Reports Improved speed of the PR Employee Earnings and Deductions report by converting the report to an OLE DB report
PR Reports New report with payment detail for reports filed through Aatrix
PR Reports Added the Distribution Salary Based Upon Hours flag to the detailed Employee Listing
PR Reports Added an Ext. Pay Amount column to the Work Order Job Code Listing
PR Reports Report change: the column label "Cost" changed to "Ext. Pay Amount" on the Work Order Gross Margin report
PR Reports Added the Bill Rate to the Work Order Employee Listing
PR Reports Employee Earnings and Deductions Profile report pulls Non-Tax Expense Enter Each period amount from RateAmount field.
PR Reports Added a Bill Markup Only column to the Billing Feature Report
PR Reports Added a Bill Markup Only column to the Billing Configuration Feature Report
PR Reports Added the Enable Workers Comp Code to the Company Configuration Report
PR Reports Improved speed of the Quarterly LIT report by converting the report to an OLE DB report
PR Reports Increased all hour columns to 4-digit precision on the Accrual Feature Balance Report
PR Reports Corrected issue with the Employee Count Report when run for a condition that will result in a blank report the count gave a count of one (1) employee
PR Reports Added a Employee Time Away profile report
PR Reports Added an Employee Time Away report
PR Reports Added the Medical Coverage Start Date to the Employees Listing
PR Reports Added new Employee Self-Service options to the Company Configuration report
PR Reports Added Quarters Before Archive to PR Company Configuration report
PR Reports Added the Markup Employee Rate column on the Work Order Job Codes to the audit file and report
PR Reports Added the Markup Employee Rate column value to the Work Order Job Code Listing
PR Reports Updated the Supervisor Listing report for the new Assign to Clients tab
PR Reports Added the ESS Staffing Account Manager E-mail address to the Client Information Report
PR Reports Added a Change Status Reasons profile Listing
PR Reports Added a Status Change Reason Code to the Employee Listing
PR Reports Added an Affordable Care Act Code - by Employee Report


 




General Ledger


Module Menu Item Description
GL Enter Journal Entries Added attachments to Journal Entries
GL Enter Journal Entries Added the Copy process to the Enter Journal Entries dialog allowing the copying of Journal Entries.
GL Enter Journal Entries Increased the size of Description fields in all Journal Entries files from 30 to 80 characters
GL Maintain Funds Added a "Go To" entry box in the Maintain Funds Screen where entering the fund or segment number will advance the browser to the entered fund.
GL Reports Improved speed of the GL Entry Listing History by converting the report to an OLE DB report
GL Enter ATF Quick Transactions The vendor's Default Invoice Description now defaults into the ATF Quick Entry Grid
GL Enter Batch Transaction Inquiry Add a GL Enter Batch Transaction Inquiry dialog with exporting capability
GL Enter CD Checks The system now Defaults the Invoice Description from the CD Vendor
GL Enter Journal Entries Added the Name column to the GL Enter Journal Entry grid
GL Enter Journal Entries Increased the size of the Reference field to 15 characters in the header records for Enter Journal Entries and Enter Recurring Journal Entries
GL Enter Journal Entries Corrected a situation where editing an Allocation on a GL Journal Entry and overriding the total amount the batch could allow a post out of balance
GL Enter Recurring Journal Entries Added a Clear Amounts Only function to the Enter Recurring Journal Entries dialog
GL Maintain CD Vendors Added an optional Default Invoice Description field to ATF CD Vendors
GL Maintain Chart of Accounts Users can now allow GL accounts to be made inactive even if they have entries in the budget transaction file
GL Maintain Grant Tracking Grants Created fields for Begin Date and End Date in FMS Project Tracking
GL Maintain Quick Budgets GL Quick Budget dialogs Budget Listing now shows if its Original or Revised in page header
GL Process Post Journal Entries Added a Proof button to Post Journal Entries dialog box.
GL Reports Improved speed of the GL Entry Listing by Document Number (Entry2.rpt) by converting the report to an OLE DB report


 




Employee Self-Service


Module Menu Item Description
ESS EmailHR.aspx Email to HR Forms can use variables to populate First Name, Last Name, Company Name and Employee ID
ESS EmpFeatures.aspx Added Reported Tips to Employee Features
ESS Supervisor - Change Employee Information ESS now allows authorized Supervisors to change the employee-level and earnings feature-level workers comp codes
ESS Supervisor Enter Staffing Hours Added a Notify Account Manager button to the ESS Enter Staffing Hours page
ESS CheckHist.aspx Employee Self-Service does not show the check earlier than the check date for non-active employees
ESS CheckHist.aspx Corrected issue where ESS check stub was not including more than five earnings features
ESS CheckHist.aspx Removed "Show Historical Checks" checkbox on Employee Check History page
ESS CheckHist.aspx Added Trans Classification Codes to Deposit Advice dataset
ESS EE Time Entry by Day Advanced - TimeEntryDay.aspx Added a Workers Comp Code field to the ESS Daily Entry - Advanced page
ESS EE Time Entry by Day Advanced - TimeEntryDay.aspx Columns (Jobs, Trans Class Codes, Projects/Grants) not being used are hidden in ESS Time Entry by Day - Advanced
ESS EE Time Entry By Day Basic - TimeEntry.aspx Added an Approved Entries grid to ESS Time Entry by Day
ESS EE Time Entry by Period - TimeEntryPrd.aspx Revised Employee Time Entry Period Basic to have a report option to print entries
ESS EE Time Entry by Period - TimeEntryPrd.aspx If Project Tracking or Grant Tracking is disabled in CYMA, these fields will not display in ESS Time Entry Basic Period
ESS EE Time Entry by Period - TimeEntryPrd.aspx Added a Workers Comp Code field to the ESS Employee Enter Time - By Period page
ESS EE Time Entry by Period - TimeEntryPrd.aspx ESS "Time Entry" menu is now hidden from terminated employees
ESS EmpBirthAnn.aspx Moved the Employee Birthdays & Anniversaries and the New Hire querys to within the Employee tree structure on the Supervisor View menu
ESS Employee W-2 ESS W2 reports can now use Client Type to determine Company or Individual for Employer Name
ESS Installs Installation has been enhanced to search for IIS applications
ESS Other Increased resolution in ESS to 1280 x 800
ESS PersonalInfo.aspx Added the employee's Termination Date and other information to the ESS Personal Information page
ESS Reports.aspx Added a Feature Hours query to the ESS Employee menu
ESS SuperApprovalDay.aspx Corrected tabbing problem on the Supervisor Enter/Approve Time - Day page
ESS SuperApprovalDay.aspx Added a day of the week column to the Supervisor's Enter/Approve Time - Day proof
ESS SuperApprovalDay.aspx Added a Workers Comp Code column and field to the Supervisor Enter/Approve Time Day page
ESS SuperApprovalPrd.aspx Added Reported Tips to the ESS Supervisor Approve by Period grid if selected on PR Config
ESS SuperApprovalPrd.aspx Added a Workers Comp Code column and field to the Supervisor Enter/Approve Time Period page
ESS SuperApprovalPrd.aspx Paid tips can now be displayed in ESS Supervisor Enter by Period
ESS SuperApprovalPrd.aspx Added GL accounts to the Supervisor Enter/Approve Time by Period page
ESS SuperCheckHist.aspx Unauthorized supervisors cannot access and receive a message when accessing employee check history.
ESS Supervisor - Change Employee Information Added an Exclude Inactive filter to ESS Change Employee Information page
ESS Supervisor - Change Employee Information Added additional 2 contact types, and Emergency Contacts
ESS Supervisor - Change Employee Information "Change Employee Information" has moved outside the Query Views tree structure
ESS Supervisor - Change Employee Information Enabled the Taxes feature group for change by the ESS Supervisor
ESS Supervisor - Change Employee Information Authorized supervisors can edit accounts for a Direct Deposit feature
ESS Supervisor - Change Employee Information GL Account columns are enabled if the supervisor has proper permissions
ESS Supervisor Enter Staffing Hours Added a Supervisor Enter Staffing Hours by period page in Employee Self-Service
ESS Supervisor Enter Staffing Hours ESS uses the new Assign to Clients option on Payroll Maintain Supervisor to determine the employees/clients for whom the Supervisor may enter staffing time
ESS Supervisor Enter Staffing Hours Added a disclaimer message to the ESS Enter Staffing Hours page
ESS Supervisor Enter Staffing Hours Added a second report to the ESS Enter Staffing Hours page that doesn't show the Pay Rate and Bill Hours & Bill Rate amounts
ESS Supervisor Submit Payroll Added the supervisor's name/id to the email sent when submitting from Employee Self-Service
ESS Supervisor Submit Payroll Added a Workers Comp column to the ESS Supervisor Submit Daily Proof


 




Accounts Payable


Module Menu Item Description
AP Process Calculate and Print 1099s Added standard windows drive browser to AP 1099 dialog
AP Process Select Invoices Added a Display Only Discount Available column to the Select AP Invoices grid
AP Process Select Invoices Corrected issue where Filtering AP Select Invoice Find Now list for Trans Class Codes could result in incorrect invoices being selected if they have same invoice number
AP Reports Updated AP Aging report grouping on Sort Name to SortName with a sub group fo VendorID ensuring that groups do not merge
AP Reports Added check date filter to the AP Check Remittence report
AP Reports Updated AP reports where the Purchase Order filter was not working
AP Reports Corrected issue where the invoice amount was showing in the Payment Amount column on the AP 1099 Reconciliation report


 




Accounts Receivable


Module Menu Item Description
AR Maintain Sales Rep Improved speed of the "History" button report on Maintain Sales Reps where there was a high number of sales reps
AR Reports Added a posted/unposted option to the Payment Register
AR Reports Improved speed of the AR Daily Transaction Report (Current Invoice) by converting the report to an OLE DB report
AR Reports Improved speed of the AR Daily Transaction report (current taxes) by converting the report to an OLE DB report
AR Reports Improved speed of the AR Daily Transaction Report (Current Payments) by converting the report to an OLE DB report
AR Reports Improved speed of the AR Daily Transaction Report (History Invoices) by converting the report to an OLE DB report
AR Reports Improved speed of the Daily Transaction Report (History Taxes) by converting the report to an OLE DB report
AR Reports Improved speed of the Daily Transaction Report (History Payments) by converting the report to an OLE DB report
AR Enter Invoices The system now populates the designated "Default on Invoice" products into the invoice grid
AR Enter Payments Reversed condition where, in Version 13.5 users could apply 100% discount on dollar amount paid lines in enter payments but could not in Version 14
AR Enter Quick Invoices Corrected issue where the defaulting of Transaction Classification Codes for AR Enter Quick Invoices was not consistent onto next line
AR Enter Recurring Invoices Updated process where Recurring Entries were previously not printing in the order they were keyed
AR Maintain Configuration Disabled the "Allow Edit of Invoice After Printing option if the Post Invoices to AR Upon Print option is selected
AR Reports Updated AR Invoice Register (Current and History) removed order no filter
AR Reports Updated process where AR Deposit Slip deposit totals for Check, Cash, Credit Card were being reset on each new page
AR Reports Converted AR Customer Payment Analysis to an OLE DB report
AR Reports Converted AR Payment Register to OLE DB


 




After-the-Fact Payroll


Module Menu Item Description
ATFPR Maintain Client Configuration Added a Quarters Before Archive option to ATFPR Client Configuration
ATFPR Process Quarter End Close Updated process when transferring checks to history. The system now reads the Quarters Before Archive flag on ATFPR Client Config
ATFPR Reports Added the "Show SSN?" front end selection criteria to the ATFPR Employee Personel Report
ATFPR Reports Included "Quarters Before Archive" to the ATFPR Company Configuration report


 




Bank Reconciliation


Module Menu Item Description
BR Enter Retrieve Data The system will now summarize Payroll EFT Direct Deposit entries into a lump sum entry when retrieving transactions into the Bank Reconciliation module.
BR Enter Retrieve Data Corrected issue where retrieving Bank Rec transactions was causing a sharing violation in Enter Purchase Orders
BR Enter Retrieve Data The system can now summarize Payroll Electronic Direct Deposit Entries By Batch ID when Retrieving into Bank Reconciliation Module.
BR Enter Retrieve Data Resolved issue where Bank Reconciliation Transactions were not writing entries correctly for NSF
BR Maintain Configuration Expanded the Account Number field on the Bank Reconciliation Configuration dialog to show the last character
BR Reports Improved the performance of the Checks and Charges - Outstanding (Historical) report by converting the report to an OLE DB report


 




Human Resources


Module Menu Item Description
HR Maintain Applicants Added Staffing Job Codes and Skills to the Applicant and the system now copies the values when converting to an employee
HR Maintain Employees Expanded HR and PR attachment functionality in Maintain Employee to include a Public option
HR Maintain Positions Expanded HR and PR attachment functionality in Maintain Positions to include a Public option
HR Reports Added Staffing Job Codes and Staffing Job Skill codes to the Applicant Listing
HR Maintain Applicants Created a process where features from an existing employee can be copied when converting an applicant to an employee
HR Maintain Benefits Added "equal to" to the Age Eligibility condition in Maintain Benefits
HR Maintain Benefits Added ability to select Hourly Features for Allowance Type Benefits in Maintain Benefits so that users can push an Override Rate to those features.


 




Inventory Control


Module Menu Item Description
IC Enter Receipts Updated process: If a Receipt is going to create an unbalanced Journal Entry due to "Other Cost" rounding then the system now writes the difference to the Cost Adjustment account
IC Reports Changed the Secondary Grouping filter to Primary Grouping in the IC Product Listing


 




Job Costing


Module Menu Item Description
JC Enter Adjustments Updated process: When entering adjustments, if the user is not creating journal entries then the system now allows job adjustments to be posted to either a closed or non-defined SM period
JC Enter Labor Batches Updated process: When entering labor batches, if the user is not creating journal entries, then the system now allows the labor batch to be posted to either a closed or non-defined SM period
JC Maintain Jobs Corrected issue where the Invoice By radio buttons are enabled but could not be changed


 




System Manager


Module Menu Item Description
SM Maintain Company Added a "Disable Setup Checklist" with a Yes/No option for each module
SM System General Import Added the ACA Offer of Coverage field to the employee import
SM EDesk The eDesk Control Center now properly retains width and height menu block settings
SM EDesk eDesk Control Center now retains the current module when using changing to a different CYMA company
SM EDesk eDesk Control Center now has a drop down of available companies for changing companies on-the-fly
SM Maintain Accounting Periods Added a message informing Users that setting up new accounting periods may take some time
SM Maintain Company If current and history files are split across separate folders, "Create SQL Connection" creates UDL only in the history folder
SM Maintain Customer Added the ability to assign invoice default products at the customer level
SM Maintain Customer Defaulting the Customer Type from Config when adding a customer now behaves the same as if manually entering the type
SM Maintain Customer Corrected issue where totals on the Customer History report did not agree with the actual activity
SM Maintain Users "Reset Windows Size" option is now in the Users main tab instead of the company tab
SM Other Updated process to use the Company ID as the first 6 characters of the default EFT file name in all modules
SM Other If using the Change Company menu option and the Processing Category is Payroll Service Client the system will always default Payroll as the initial module
SM Other Added a Safe Harbor code table
SM System General Import Added sort name to AR Customer import
SM System General Import Included the ability to import Employee State Taxes
SM System General Import Capture all payroll adjustment import rejects for a particular employee at one time
SM System General Import Enabled the Billing flag to the Client General Import for a Staffing company
SM System General Import Included functionality in the Staffing Hours import adding both Staffing Job Codes and Job Codes/Employees to the Work Order
SM System General Import Added the ability to not reject imported records based on a difference in case (uppercase vs. lowercase)
SM System General Import Added an "Exclude Warnings" checkbox to the Test mode of General Imports
SM System General Import Added an optional Associate Employee ID column to the employee General Import
SM System General Import The system will not add employees through the Staffing Hours Import if the client is using advanced Workers Comp feature but the employee does not have this tax feature
SM System General Import Added the ability to import Salary History
SM System General Import The system will create a Salary/Pay History record if in the Employee Import the Hourly Rate changes
SM System General Import The system will create a Salary/Pay History record if in the Employee Earnings Import if pay amounts are changed
SM System General Import General Import of AR Special Pricing now has Add+Update added as an Add option
SM System General Import The Employee Departmentalization import now capitalizes departments on import and offers Add, Add+Update and Replace All options
SM System General Import The system now provides specific record information when the PR Adjustment Import returns a "Failure to Assign Taxable Wages" message
SM System General Import Added a warning to the Employee Import if a social security number is entered and is less than 9 digits
SM System General Import Updated General Import for AR Special Pricing for Default Product on Invoice field
SM System General Import Added the Medical Coverage Start Date to the Employees General Import
SM System General Import Added Grant/Project defaults from Employee Level during Pr Hour Import
SM System General Import Updated AR Customer Import to include Sales Account and COGS Account Numbers
SM System General Import Added a Needs Final Check column to the Employee Import
SM System General Import Resolved issue where General Import of Earnings with a Type of "Accrual" was not setting Rate Percent Field
SM System Import Templates Added an import template for GL Batches
SM System Import Templates Added group boxes to the Import Templates dialog
SM System Import Templates Added the Medical Coverage Start Date to the Employee Import Template
SM System Import Templates Added a Needs Final Check column to the Employee Import Template
SM System Utilities Change Fields Moved Client option under Vendor in the Change Fields utility
SM System Utilities Change Fields Changed title of menu option and dialog to Change Key Fields


 




Sales Order


Module Menu Item Description
SO Enter Sales Orders When editing a "closed" order the system will now read the configuration option to determine whether new lines can be added
SO Maintain Configuration The system now allows adding of lines to a closed order configurable
SO Process Post Payments to AR Added a "Year" field to Post Payments to AR dialog in Sales Orders
SO Reports Improved speed of the Sales Order (by Person) by converting the report to an OLE DB report
SO Reports Improved speed of the Sales Order (by Customer) by converting the report to an OLE DB report
SO Reports Improved speed of the Sales Order (by Product) by converting the report to an OLE DB report
SO Reports Improved speed of the Sales Order (by Order) by converting the report to an OLE DB report
SO Reports Improved speed of the Sales Order (History by Sales Person) by converting the report to an OLE DB report
SO Reports Improved speed of the Sales Order (History by Customer) by converting the report to an OLE DB report
SO Reports Improved speed of the Sales Order (History by Product) by converting the report to an OLE DB report
SO Reports Improved speed of the Sales Order (History by Order) by converting the report to an OLE DB report
SO Reports Improved speed of the SO Order Audit Report by converting the report to an OLE DB report
SO Reports Improved speed of the SO Order Totals (History by Date Range) by converting the report to an OLE DB report
SO Reports Improved speed of the SO Product Line Sales Analysis (Current) by converting the report to an OLE DB report
SO Reports Improved speed of the SO Product Line Sales Analysis (History) by converting the report to an OLE DB report
SO Reports Improved speed of the SO Profit by Booking Cost (Summary) by converting the report to an OLE DB report
SO Reports Improved speed of the SO Profit by Shipping Cost (Detail) by converting the report to an OLE DB report
SO Reports Improved speed of the Sales Order Fulfillment Report by converting the report to an OLE DB report
SO Reports Improved speed of the SO shipment Report by converting the report to an OLE DB report