CYMA Release History: CYMA 17

Release Date: September 2017
cyma17

The CYMA Version 17 Release is a major release including enhancements and corrections.

New CYMA 17 Features and Corrections

Accounts Payable
Accounts Receivable
After-The-Fact Payroll
Bank Reconciliation
General Ledger
Human Resources
Inventory Control
CYMA User Portal
Employee Self-Service
Payroll
Purchase Order
System Manager

Payroll

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Module Menu Item New
PR Enter Check Status Inquiry Added an 'Exported to MasterTax' filter and column to the Check Status Inquiry
PR Enter Employee Cost Inquiry Added an option to Exclude Zero Balance Employees in Payroll Cost Inquiry
PR Enter Employee Feature Status Inquiry Added a Wage Order Classification Code to the Employee Features Inquiry
PR Enter Payroll Status Inquiry Added an Enter Payroll Status Inquiry dialog
PR Enter Quick Payroll Corrected an issue when selecting a job using prompt for amount features the amount column is recalculated to zero
PR Enter Staffing Hours Updated Enter Staffing Hours to work more like Enter Quick Payroll
PR Enter Staffing Hours Added an Account column to the Enter Staffing grid 
PR Enter Staffing Hours Added Project/Grant columns to the Enter Staffing Hours grid
PR Maintain Clients The system has been enhanced where GL can be enabled to auto create accounts at the client level
PR Maintain Clients Corrected Custom Data Designer on PR Maintain Client Custom design mode
PR Maintain Clients Added a billing minimum and other billing options at the client level
PR Maintain Clients Added a Pay Frequency tab to Maintain Client
PR Maintain Clients Added a Work State column to the Client's Workers Comp tab for PEOs and Fiscal Agents
PR Maintain Clients Added an option for Streamline Invoicing at the client level
PR Maintain Clients Added Gross Pay to Frequency Files
PR Maintain Clients Added the ability to create a set of unique GL accounts at the Client level
PR Maintain Clients The Miscellaneous Charges option is now disabled until the Staffing client is put in the edit mode
PR Maintain Clients Enabled the Save button when making a change to the Flat Fee Per Employee grid in PEO company
PR Maintain Clients Improved readability of Billing Detail grids
PR Maintain Clients The system now prevents the Customer ID from being changed on a Client if the client has work orders with a Ship-To ID
PR Maintain Clients The system now provides a simple method to add new employee from Maintain Client Screen
PR Maintain Clients The Client Financial Overview tab has been revised and renamed Invoice Activity
PR Maintain Configuration Added # of Days and Responsible User columns in order to show current status of each frequency in new inquiry 
PR Maintain Configuration Added a Client Account Options group box at the Configuration level
PR Maintain Configuration Added a Config option for sending an E-mail to the pay frequency's Responsible User if the employee changes their Personal Info in ESS  
PR Maintain Configuration Added a default Household Worker field to PR Config
PR Maintain Configuration Added a 'Valid Calc Methods' display-only field to the Earnings page of PR Config
PR Maintain Configuration Added new columns to Frequencies that will default when processing checks
PR Maintain Configuration If a Responsible User is assigned to a pay frequency and ESS is registered then the system will warn if the Responsible User doesn't have an email setup
PR Maintain Employees Added a Tipped Employee field to the Employee record
PR Maintain Employees Added health provider fields to Benefit and Pre-Tax deductions at the employee level
PR Maintain Employees Added new Garnishment fields to specific Other Deduction features on the Employee record
PR Maintain Employees Added Rollover Limit and associated Date fields to accrual features
PR Maintain Employees The system will now display the employee's YTD accrual hours on the accrual feature and the pay feature 
PR Maintain Employees Established distinct employee statuses for Template and Incomplete
PR Maintain Employees Added field to enter loan information on the Loan Recovery feature
PR Maintain Employees Corrected issue where Non-Cash Earnings features did not have Start and End Dates
PR Maintain Employees The Household Worker value now defaults from PR Config
PR Maintain Locations Added Minimum Wage and Tipped Minimum Wage fields to Location records
PR Maintain Supervisors Added an Attachment tab to Maintain Supervisors
PR Maintain Supervisors Added an option for Supervisors to be able to add employees in the Employee Self-Service portal 
PR Maintain Supervisors Added options to send an E-mail to a designated Responsible User if a supervisor changes employee info or adds an employee in ESS
PR Maintain Tax Forms Added a Maintain Tax Forms dialog to help identify frequently used Aatrix forms
PR Maintain Wage Calculations Added Type ID as a Row and Column option in Wage Calc
PR Maintain Work Orders Added a Ship-To ID field at the Work Order level
PR Maintain Work Orders The system will now not allow deletion of employees from a Work Order if they have current transactions
PR Maintain Workers Compensation Codes The system now includes Work State as a basis for defining advanced workers comp rates 
PR Maintain Workers Compensation Codes Added a Work State column to the Advanced Workers Comp grid
PR Other Created a new process for MasterTax Payroll Tax Import File creation
PR Other Added New Kansas Withholding tables
PR Other Added New withholding tables for Idaho
PR Process Calculate Payroll Added a Minimum Wage Alert proof option to the Calculate Payroll dialog
PR Process Calculate Payroll Added a Minimum Wage Alert to Calculate Payroll
PR Process Calculate Payroll Added a Support & Garnishment Alert report to Calculate Payroll
PR Process Calculate Payroll Added logic to Calc Payroll for the Rollover Limit and Date fields on accruals
PR Process Calculate Payroll Added Work State to the logic for determining the source for the Workers Comp percent/rate for PEOs and Fiscal Agents 
PR Process Calculate Payroll Enhanced Georgia's SIT calculations
PR Process Calculate Payroll Added Illinois SIT Mid-Year Update
PR Process Calculate Payroll Added Maine SIT update
PR Process Calculate Payroll The system can now optionally provide a Minimum Wage Compliance Alert at the time of processing payroll
PR Process Calculate Payroll The system has been enhanced to optionally provide compliance alerts for Child Support and Garnishments
PR Process Calculate Payroll Added New York City Local Tax Update
PR Process Client Billing Added Streamline Invoicing and E-Mail capability for PEOs
PR Process Client Billing The system will now prevent a billing override unless the user is a PR Billing Manager
PR Process Close Current Pay Period Added multiple new fields to the frequency file
PR Process Create AP Invoices Added an Other Deduction Classification filter to Create AP Invoices
PR Process Create AP Invoices Added Vendor Type as a filter and and improved the Find Now search time when creating AP invoices from PR
PR Process Create AP Invoices Corrected totals on the Payroll Create AP Invoice Detail Proof Report
PR Process Import Web Time Entries - By Day The system will display a Pay Frequency's Responsible User, Client and Supervisor IDs when importing web time entries
PR Process Print 940 Form Corrected issue where 940 FUTA Taxable and Excess was not updated in ATF or by Manual Checks in regular Payroll
PR Process Print 941 Form 941 Updated for 2017
PR Process Print Checks Corrected an issue where bill hours and bill amount were unchanged after a voided check transaction when a overflow check was created
PR Process Print Checks The Batch ID defined on the Pay Frequency will now default in the Print Checks dialog 
PR Process Quarter End Close Health Invoice records can be moved to history during the Quarter End Close process
PR Process Staff Billing Added Streamline Invoicing and E-Mail capability for Staffing companies
PR Process Staff Billing For a Staffing company if a Misc. Charge is linked to an Employee ID then the employee name is printed on the AR Invoice line
PR Process Staff Billing If a client is tagged as not billable the system will not pull in their Staffing hours for billing
PR Process Staff Billing When creating a Staffing invoice, the Ship To ID from the Work Order will be used (if defined)
PR Process Staff Billing The PO No on the Work Order will now be written to the AR Invoice
PR Process Streamlined Payroll Values defined on the Pay Frequency will now default into the Streamlined Payroll dialog 
PR Process Streamlined Payroll Corrected issue where Grant information was written incorrectly to GL transactions when Departmentalizing By Grant in Streamlined Payroll was used
PR Process Tax Forms and Payments Aatrix report input now allows Number of Hours worked to be included in the Ohio SUTA report
PR Process Tax Forms and Payments Corrected issue in Tax Form PA UC-2/2A - Qtrly Unemployment where the report was blank if all employees were over the cap
PR Process Tax Forms and Payments Corrected issue where running an Aatrix process without current tax tables would generate the PR-88 message multiple times
PR Reports Work Orders Paid Not Billed Report filters off voided check lines
PR Reports Added a Daily Tax Deposit report showing tax exposure
PR Reports Added a Work State filter and column to the Client's Workers Comp Code Listing
PR Reports Added a Work State filter and column to the Workers Comp Code listing
PR Reports Added Garnishment fields to the Company Earnings & Deduction Profile report
PR Reports Added Health Care Provider fields to the Employee Earnings & Deductions Profile report
PR Reports Added Minimum Wage and Cash Minimum Wage fields to the Location Listing
PR Reports Added new Garnishment fields to the Employee Earnings & Deduction Profile report
PR Reports Added the accrual Rollover Limit and Date fields to the Employee Earnings & Deduction Profile report
PR Reports Added the Client Account Option fields to the Company Configuration report
PR Reports Added the default Household Worker field to the Company Configuration listing
PR Reports Added the Enable Streamline Invoicing field to the Client Information (Staffing) report
PR Reports Added the Enable Streamline Invoicing field to the Client Information report
PR Reports Added the Notify Responsible User Upon Change of Personal Info option to PR config report
PR Reports Added the Ship-To ID to the Work Order Listing
PR Reports Added two Send E-mail fields to the Supervisor Listing (Drilldown)
PR Reports Create a Tax Forms Listing displaying Aatrix based tax forms
PR Reports Expanded PR Earnings and Deductions Profile Report (EProfile.rpt) to show more fields for each feature
PR Reports Created a Payroll Register and Payroll Register Summary greatly increasing the processing speed 
PR Reports Added a Healthcare Insurance Setup Report
PR Reports Added a PR Register (Historical) and Register Summary (Historical)add
PR Reports Updated 941 Schedule R for 2017

 

Accounts Payable

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Module Menu Item New
AP Process Calculate and Print 1099s The number of years shown in the Print 1099 dialog is now limited
AP Reports The performance of the AP Check Register has been improved

 

Accounts Receivable

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Module Menu Item New
AR Enter Invoices The system will now default the Warehouse ID on an AR Invoice that updates IC when the customer also has default products defined 
AR Enter Invoices If an AR Invoice originating from Process Client Billing is deleted then the associated Payroll billing records are also deleted
AR Process Period End Close Removed the period-end requirement to print statements if no customers are setup to print statements
AR Process Print Invoices Corrected issue where a Reprint of AR Invoices was sorting incorrectly

After-The-Fact Payroll

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Module Menu Item New
ATFPR Enter Client Payroll Checks Corrected issue where the ATF Check Employer Medicare check line amount was incorrect when employee exceeded additional percent threshold
ATFPR Maintain Tax Forms Added new Maintain Tax Forms dialog to After-The-Fact Payroll

Bank Reconciliation

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Module Menu Item New
BR Enter Mark Cleared Transactions Added "Amount" as a transaction sort option in the Mark Clear Transactions dialog 

CYMA User Portal

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Module Menu Item New
CYMA User Portal AP Vendor Inquiry Added an AP Vendor Inquiry to the User Portal
CYMA User Portal AR Customer Inquiry Added an AR Customer Inquiry to the User Portal
CYMA User Portal AR Invoice Activity Inquiry Added an AR Invoice Activity Inquiry to the User Portal
CYMA User Portal Change Employee Information Added a GL Batch Status Inquiry to the User Portal
CYMA User Portal GL Account Ledger Inquiry Added a GL Account Ledger Inquiry to the User Portal
CYMA User Portal GL Batch Transaction Inquiry Added a GL Batch Transaction Inquiry to the User Portal
CYMA User Portal GL Period Activity Inquiry Added a GL Period Activity Inquiry to the User Portal
CYMA User Portal PR Check Status Inquiry Added a PR Check Status Inquiry to the User Portal
CYMA User Portal PR Employee Status Inquiry Added a PR Employee Status Inquiry to the User Portal

 

Employee Self-Service

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Module New
ESS Corrected issue where deposit advice was duplicating YTD hours and amounts if multiple feature types exist
ESS Added grid to show imported entries on Advanced Time Entry by Day page
ESS Corrected issue where Accrual features not selected for "Show in ESS" were incorrectly displaying in ESS Accrual Balances query
ESS Added Schedule R Filer logic to W-2s in ESS for Fiscal Agents
ESS Added options to send an E-mail to the frequency's Responsible User if an employee/supervisor changes/adds employees in ESS
ESS Display CYMA Supervisor attachment reports in ESS
ESS Added Employee Name and Client information to User Info section on main page
ESS The Zip Code field now allows for alpha characters (Canadian Zip codes)
ESS Send an E-mail to the Pay Frequency's Responsible User if this option is selected when an employee changes their own information in ESS
ESS Corrected a Supervisor by Day approval error
ESS Corrected issue where Supervisor by Day crashed with an unexpected error when unchecking 'Direct Reports Only' option
ESS Corrected issue where if a pay feature is setup without an accrual, ESS would crash when saving entry
ESS Corrected issue where time entry by period values would double during save if using Microsoft Edge browser
ESS The system now allows an approved supervisor to add an employee thru the Employee Self-Portal (ESS)
ESS The ESS system can now send an E-mail to the pay frequency's Responsible User if this supervisor has this option selected when adding an employee in ESS
ESS The ESS system can now send an E-mail to the pay frequency's Responsible User if this option is selected when a supervisor changes an employee's information in ESS

General Ledger

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Module Menu Item New
GL Enter Journal Entries Corrected issue where it was possible to double post a batch if the Proof didn't appear immediately
GL Maintain Grant Tracking Grants Created a different Grant/Project Budget tab for Fiscal Agents
GL Process Year End Close Closing a year with the Prevent Posting flag on now ignores the flag and posts a closing journal
GL Reports Added a Project/Grant Period Budget Listing for Fiscal / Employer Agents
GL Reports The report 'IncStm3d.rpt' was displaying the 'Show' line in the show selections in page header

Human Resources

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Module Menu Item New
HR Maintain Applicants The Household Worker value now defaults from PR Config when converting an applicant to an employee 
HR Maintain Benefits Field label Policy # was changed to Plan ID on Maintain Benefits
HR Maintain Coverage Types HR Maintain Benefit Coverage Types is now a shared dialog and available in the Payroll module
HR Maintain Employees Corrected issue where Non-HR Managers (in CYMA Maintain Users) were not able to save changes to HR Maintain Employees
HR Process Update Payroll From Benefits Made changes to proof report for Process Update Payroll From Benefits
HR Process Update Payroll From Benefits Added Filters and Other options for the method "Update PR from HR Benefits"
HR Process Update Payroll From Benefits Modified Benefit "Calculate Bi-Weekly as 24 pay periods" to also support Weekly at 48 Pay Periods
HR Process Update Payroll From Benefits Health provider fields from the HR Benefit can now update Employees
HR Reports Changed 'Policy No' label to 'Plan ID' on the Benefits Listing
HR Reports Added  Employee ID, Decline Date, and Reason to the Employee Benefit Tab Audit report

Inventory Control

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Module Menu Item New
IC Enter Receipts Corrected issue where the focus disappeared after posting an IC Receipt
IC Reports Rounding Changes for IC Valuation Report

 

Purchase Order

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Module Menu Item New
PO Enter Purchase Orders The system will validate if the Buyer ID is inactive for the logged in user 


System Manager

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Module Menu Item New
SM EDesk Updated Favorites system in the Control Center for sluggish performance
SM Maintain Customer System will now not allow a Customer Ship-To record to be deleted if used on a Work Order
SM Maintain Users Corrected issue where browsing to different user would not refresh to the new user's web security values
SM Other Created a utility to move payroll checks from History back to Current
SM Reports Fixed speed issues with reports that use Btrieve driver and that have date range selection criteria
SM System General Import Added a GL Account column to the Staffing Hours Import
SM System General Import Added a PR Health Invoice Information Import
SM System General Import Added a Tipped Employee field to the Employee Import
SM System General Import Added Compulsory Deduction column to all 4 Tax Imports
SM System General Import Added Grant/Project columns to the Staffing Hours Import
SM System General Import Added health provider fields to the Employee Pre-Tax Deduction Import
SM System General Import Added logic to the Employee Import to read PR Config for the default value for the Household Workers field 
SM System General Import Added new Garnishment fields to the Employee Other Deduction Import 
SM System General Import Added new Minimum Wage fields to the Location Import
SM System General Import Added Status field to Client Import
SM System General Import Added Streamline Invoicing to the Client Import
SM System General Import Added the new Rollover Limit and date fields to the General Import for Employee Earnings
SM System General Import The system now allows for Added and Update of Employee Departmentalization Import
SM System General Import The system now allows import into Group field for AR Recurring Invoices
SM System General Import Added the ability to reconcile an insurance invoice to the payroll deduction amounts taken/scheduled 
SM System General Import Create a GL Project Budget (Fiscal Agents) Import