Read on for the latest report enhancements made and defects fixed in the last 2 weeks.
Report Enhancements
- We added the field “Merchant” next to “Supplier” on the following reports. It returns the merchant for transactions created from PCard transaction verifications:
- CR FIN Transaction Detail
- CR FIN Transaction Detail Limited to Cost Center
- CR TTK Workers with Time Not Submitted or Approved
Our last update on this report required it to be run twice: Once using the “Time Block’s Supervisory Organization Hierarchy” as the filter, and once using the “Worker’s Supervisory Organization Hierarchy” as the filter in order to capture time entered for employees with one position or multiple. This is no longer needed! This report has been updated so that departments can now run the report once and it will return only the time blocks associated with the cost center or supervisory organization parameters defined. The time block prompts have been removed as they are no longer needed with this update. Note: If you previously had a filter on this report, you will likely need to create a new one.
- Positions
The Grant Manager security role now has access to the “Positions” tab on a worker’s profile. This change will assist a Grant Manager with budgeting.
- CR PAY Payroll Accounting Detail
We added a new prompt to allow this report to be run looking for specific job profiles.
Report Defects Fixed
- The beginning balance was not included in the report when the Ledger Account Type “Fund Balance” was selected. This has now been fixed, and the beginning balance will show when “Fund Balance” is selected on the following reports:
- CR FIN Transaction Detail
- CR FIN Transaction Detail Limited to Cost Center
- The beginning balance was not showing correctly in the following reports when run with open Ledger Account Type selections. This has been fixed in the following reports:
- CR FIN Find Journal Lines
- CR FIN Find Journal Lines Expanded
- CR FIN Journal Lines by FDM Values