CYMA Release History: CYMA 18

Release Date: November 2018
cyma18

The CYMA Version 18 Release is a major release including enhancements and corrections.

New CYMA 18 Features and Corrections

Accounts Payable
Accounts Receivable
General Ledger
Human Resources
Employee Self-Service
Payroll
Sales Order
System Manager

 

Payroll

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Module Menu Item Description
PR Enter Adjustments The Sorting of the Grid in Enter PR Adjustments has been changed to show the same employee and company feature sequentially
PR Enter Time Entry Added a Rate column to Enter Time Entry grid
PR Enter Void Checks Corrected issue where the Void Check grid was showing a $0.00 amount if the payment was made via EFT
PR Enter Void Checks Added an option for void check reversal to have pay period dates from the original check or from the current period
PR MAIN ISSUE Added an Exempt option to FIT, SIT & LIT features
PR MAIN ISSUE Added the ability to schedule non-tax feature exclusions from one or more pay periods for a specific frequency
PR MAIN ISSUE The system will now Auto-change the Calc Method based on current setup after employees have been included in the Prenotification process
PR MAIN ISSUE Added Vendor ID to Loan Recovery, Union Dues and all Pre-Tax features at the employee level
PR MAIN ISSUE The system can now allow multiple Flat Fee Product IDs and billing schedules to be defined
PR MAIN ISSUE Added the ability to bill employee flat fees incrementally at the client level
PR MAIN ISSUE Added a Billing Group at the client level
PR MAIN ISSUE Payment of Pre-Tax features (HSA) can now be accomplished via EFT
PR Maintain Billing Configuration Corrected issue where Copy Billing Information was clearing out Miscellaneous Fee and Fee by Employee on circumstances when it should not have
PR Maintain Client Billing Groups Added a Client Billing Groups maintenance dialog
PR Maintain Clients Added an option to bill flat fees based on the employees' Time Status (FT/PT) at the client level
PR Maintain Clients Added a "0 Rate" SUTA column to the state grid at the client level
PR Maintain Clients Added an option to bill flat fees by check count
PR Maintain Clients Added an informational-only State Filing Status field at the client level
PR Maintain Clients "Billable?" is now the default sort option on the Billing Detail tab of the Client
PR Maintain Clients Added a new Billing Group ID field at the client level
PR Maintain Clients Added a Billable with Markup sort option to the Detail Billing tab at the client level
PR Maintain Clients Added a State EFile ID column to the client state grid. Currently, it is informational-only.
PR Maintain Clients Increased loading speed of the Activity Page in Maintain Clients
PR Maintain Configuration Enabled an option to pay Other Deductions (Child Support) via EFT
PR Maintain Configuration Added options to auto: Bypass Import Web Time Entries and Generate & Calculate submitted ESS entries
PR Maintain Configuration Added a default Workers Comp code at the PR Config earnings feature level
PR Maintain Configuration Added a default Override Rate column to hourly earnings features on PR Config
PR Maintain Configuration Added a config option to require SSN and a non-blank Time Status
PR Maintain Configuration Departmentalization grid will now be enabled if the GL account has only has one segment
PR Maintain Configuration Prompt for Amount calc method is now allowed for salary type features on PR Config
PR Maintain Configuration Added a default Associated State field to state type features at the Config level
PR Maintain Configuration Added a Print Separate Reports by Frequency option on PR Config
PR Maintain Employees Added the ability to use the Copy Feature on the Maintain Employees Departmentalization page
PR Maintain Employees The system will not allow the Copy Feature function to update employees who have open transactions on features with a Calc Method
PR Maintain Employees Corrected a Copy Feature issue on a Fiscal Agent SUTA feature due to Exempt flag
PR Maintain Employees If Workers Comp codes have been defined to Positions, then default the WC code when adding the position to the employee
PR Maintain Employees Added an Employer W-2 box information group box to SDI and WC features
PR Maintain Employees Added Vendor ID to all employee Pre-Tax features plus Other Deduction features - Union Dues and Loan Recovery
PR Maintain Employees Renamed the Select All control buttons to unique labels in Copy Feature
PR Maintain Employees The W-2 box information can now be changed regardless if feature is inactive
PR Maintain Employees The system now allows Copy Feature on EFT Direct Deposit Features
PR Maintain Employees Added an Additional Withholding amount field on LIT features
PR Maintain Employees Added Copy Feature functionality to Non-Taxable Loan and Loan Recovery Features
PR Maintain Employees State tax features can now default the Associated State from their corresponding Config feature
PR Maintain Employees MasterTax code values are refreshed when moving between employees using the navigation buttons
PR Maintain Employees If a pay frequency has a defined client, the Client ID will be defaulted to an employee when assigning a pay frequency
PR Maintain Frequency Groups Added a Frequency Groups maintenance dialog
PR Maintain Pay Frequencies "Pay Frequencies" has been moved from a page on Payroll Config to its own menu item
PR Maintain Pay Frequencies Added warning messages when Employee's Client ID doesn't match Pay Frequency's Client ID
PR Maintain Positions If using Advanced Workers Comp feature, the code is now available at the Position level
PR Maintain Workers Compensation Codes Workers Comp values that aren't valid for the Rate Basis selected are now disabled and blank
PR Maintain Workers Compensation Codes Increased the precision to the Workers Comp "Rate per Hour" column
PR Process Calculate Payroll EFT features now do not recalc when overriding an "Other Deduction" that is System Calculated
PR Process Calculate Payroll The system will exclude earnings features so marked in PR Config from calculating the Advanced Workers Comp tax
PR Process Calculate Payroll Added a "Show Salaried Employees with Entered" option to Calc Payroll
PR Process Calculate Payroll Corrected issue where an accrual pay feature is setup to reduce a salary amount but did not calculate the accrual hours correctly if Wage Calcs is set to not include the accrual pay feature
PR Process Calculate Payroll Corrected issue where the system calculated additional withholding on FIT & SIT tax features even though there were no earnings
PR Process Calculate Payroll Added progress bars to the Calculate and Generate process in Payroll for large datasets
PR Process Calculate Payroll Added a Preliminary Billing Proof report to report menu
PR Process Calculate Payroll Added a Report Batch ID field to the Calculate Payroll dialog
PR Process Calculate Payroll Added colors to the Calc Payroll grid to highlight Total amounts that are zero or negative
PR Process Calculate Payroll Find Now in Calc Payroll will notify if selected employees have EFT Prenotification features
PR Process Calculate Payroll Workers Comp features that are setup for Pennsylvania SUTA are now excluded from workers comp calculations
PR Process Calculate Payroll Corrected an issue where the use of "Allowance per Period" amount on a LIT feature resulted in Taxable Wages being lowered by the allowance amount
PR Process Client Billing Costs can now be grouped by Product ID within Client on the Summary Billing Proof
PR Process Client Billing Process Billing will no longer lock the EFT file for other users running other processes
PR Process Client Billing Client Billing will now prevent the Billing of Zero-dollar employees. This usually occurred after voiding a check
PR Process Client Billing Added a required Payment Date to Client Billing. This date will be used unless changed in AR Enter Invoices
PR Process Client Billing Added a "Creating Invoices" progress bar to Client Billing
PR Process Client Billing Multiple changes to the Billing Criteria tab in Process Billing including labeling changes, selection criteria, and checkbox behavior
PR Process Client Billing The system will create billing & invoice line records for each employee's flat fees if the Bill in Detail option is selected
PR Process Client Billing Added the ability to auto-generate a credit invoice line for the total of “Live Checks,” Direct Deposits or Both
PR Process Client Billing Added a Client Billing Group ID filter to Process Billing
PR Process Client Billing Corrected issues with billing features that have no associated Taxable Wages
PR Process Client Billing Added a Gross Wages option to the Markup Applies To column on the Billing Detail tab of Client and Billing Config and then uses this option in Client Billing calculations
PR Process Client Billing Added credit for checks or direct deposit to billing proof reports
PR Process Create AP Invoices If an employee Pre-Tax feature has a Vendor ID assigned, then it will push the same data to the AP invoice as an Other Deduction
PR Process Create MasterTax Payroll Tax Import File Add an option in the MasterTax interface to mark adjustments and manual checks as already exported for periodic uploads only
PR Process Electronic Funds Transfer - Recreate eFile Added dollar totals to the Payroll EFT Recreate proof report
PR Process Electronic Funds Transfer - Recreate eFile Updated proof report to include Pretax and Child Support EFT Line Items
PR Process Print Checks Reduced record locking in a multi-user check printing environment
PR Process Print Checks "Terminated" employees tagged as "Needs a Final Check" are now included in the Employee ID browser when printing checks
PR Process Print Checks Corrected issue where reprinting PR checks had incorrect YTD amounts in a certain situation
PR Process Print Checks Corrected issue where the check value was printing too close to "Amount"
PR Process Staff Billing The system will prevent Staff Billing overrides unless the user is a PR Billing Manager
PR Process Staff Billing Staff Billing will no longer lock the EFT file for other users running other processes
PR Process Staff Billing Added a Billing Group ID to Staff Billing
PR Process Streamlined Payroll Employees with a non-active status & tagged as "Needs a Final Check" are now included in the browser in Streamlined Payroll
PR Process Tax Forms and Payments Form Title and Description will refresh upon hitting the Refresh button in Maintain Tax Forms or upon entry of Process Tax Forms and Payments Screen
PR Process Tax Forms and Payments Corrected issue where the Aatrix certified payroll report was not adhering to selected filters
PR Process Tax Forms and Payments Added a History button for users to access past W-2 filings and any other form process using the Aatrix process
PR Process Year End - Complete W2 efile Service Center Added a History button for users to access past W-2 filings and any other form process using the Aatrix process
PR Process Year End - Print and eFile W2s & 1099s Made the two initial W-2 & 1099 processing dialogs larger
PR Process Year End - Print and eFile W2s & 1099s Email address is validated in the two W-2 processing dialogs
PR Process Year End - SSI/Medicare Refunds Household Worker refunds can now be sent via Direct Deposit
PR Process Year End - SSI/Medicare Refunds Added an option to allocate household workers refunds by quarter
PR Reports Added new Summary Proof report to report menu with an option to include the company-paid portion on the report
PR Reports Accrual hours are now not included in the Total on the PR Register Summary
PR Reports Corrected issue when using the Hours Worked report (HrsWorked.rpt) as the front end for a custom report
PR Reports Added new Flat Fee options to the client profile reports
PR Reports Added a Payroll Register Summary report grouped by employee
PR Reports Added the State Filing Status field to the Client Information report
PR Reports Added Update By and Date of User ID fields to criteria in the Payroll Adjusted Entries report

 

Accounts Payable

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Module Menu Item Description
AP Enter Invoices Removed the "Not a Liability Account" message when saving an AP Invoice if using the Cash Basis

Accounts Receivable

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Module Menu Item Description
AR Enter Invoices Increased the speed of deletion of an AR Invoice that was created from PR Billing
AR Enter Payments Added a Description column to Enter Payments when applying a partial payment to Line Items
AR Process Electronic Funds Transfer - Recreate eFile Added dollar totals to the AR EFT Recreate proof report
AR Process Post to AR Invoices Corrected issue where posting a PR Client's negative Miscellaneous Charge to AR was not toggling off the "Bill on Next Invoice" flag
AR Reports Added filter to Invoice Register to control level of detail displayed
AR Reports Corrected a custom report error when an AR account is used along with parenthesis

Employee Self-Service

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Module Menu Item Description
ESS CheckHist.aspx Employee Self-Service can now accept customized check formats
ESS CheckHist.aspx Increased the field size for Company Name
ESS EmpFeatureHours.aspx Features in the dropdown in the ESS Employee Feature Hours query are now filtered based on employees reporting to the logged in Supervisor
ESS FeaturHours.aspx Pay Period is now the default lookup criteria in all ESS Queries
ESS FeaturHours.aspx Added an Amount column to the ESS Feature Hours query grid
ESS Login Page Removed "Powered by CYMA Systems" mark and other CYMA specific branding
ESS Other Changed "Southwestern Industries" to the %CN variable
ESS PersonalInfo.aspx Emergency contacts can now be deleted
ESS RaiseDueOverdue.aspx Added Last Raise Date as a search criteria on the ESS Supervisor Raises Scheduled/Overdue query
ESS SuperApprovalPrd.aspx Provided a more detailed confirmation message upon saving ESS supervisor entry/approval of time
ESS SuperApprovalPrd.aspx Added "Prompt for Amount" Deduction to ESS Supervisor Time Entry Page by Period
ESS SuperApprovalPrd.aspx Corrected issue where the ESS Proof report was not showing override rate
ESS Supervisor Employee Feature Hours Query Queries now filter Departments, Clients, Locations & Positions based on the employees who report to the logged in supervisor
ESS Supervisor Reports Corrected issue where a comma in the attachment file name would cause download "view/print" to fail
ESS Supervisor Reports Added column sorting and filtering to the ESS Supervisor Reports grid
ESS Supervisor Submit Payroll When submitting ESS entries, the system will use the Bypass Import Web Time Entries and Generate & Calculate options if selected

General Ledger

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Module Menu Item Description
GL Enter Journal Entries The Copy Feature in Enter Journal Entries will now reliably sort the Journal Entries in the same sequence as in the original
GL Maintain Grant Tracking Grants Corrected issue in Grant/Project where updating existing entry would produce message GL-412

Human Resources

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Module Menu Item Description
HR Process Update Payroll From Benefits Removed a multi-user lock in "HR Update PR from Benefits" when another CYMA user is in Maintain Employees
HR Process Update Payroll From Benefits Added an option to calculate a bracket table's Length of Service based on a user provided date
HR Process Update Payroll From Benefits Corrected issue where "Include Only Employees with Changes" was not finding all employees
HR Process Update Payroll From Benefits Corrected issue when updating PR from HR, the accrual maximum was being changed back to zero

System Manager

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Module Menu Item Description
SM EDesk Added option to sort eDesk Control Center menu items alphabetically
SM Maintain Banks Added a Company Name for creating EFT files and a Recreate directory destination to Maintain Banks
SM Maintain Company Removed special characters when creating the SQL database name
SM Maintain Email Setting Disabled Email Settings dialog if not logged into a company
SM Other Added a formula for the processing category (Company type on SM Maintain Company) to pass into reports
SM System General Import Added an option to update Pennsylvania employee PSD rates from the LIT import
SM System General Import Added non-tax and non-cash earnings to the earnings import
SM System General Import Added the Benefits feature type to the existing PR Employee Pre-Tax import
SM System General Import Added an import for Workers Comp Codes
SM System General Import Added a Workers Comp Code column to the PR Positions Import
SM System General Import Added Advanced Workers Comp default logic based on the Position ID in the Employee import
SM System General Import Added Workers Comp Code to Earnings General Import
SM System General Import Added Period Start and End Dates to the PR Adjustment import
SM System General Import Added Vendor ID to the Pre-Tax import
SM System General Import If importing a new employee and the Associated Employee has a status of "Template" then the imported employee will be given a status of "Incomplete"
SM System General Import Corrected issue where employee fields were not being copied from the Associated Employee on the import
SM System General Import Added a new Billing Group ID field to the Client import
SM System General Import Added an import for state localities (State ID & Locality Name)
SM System General Import Added an Associated State field to the Employee SIT import
SM System General Import Added an Associated State field to the Employee Taxes import for SUTA features
SM System General Import Added the State Filing Status field to the Client Import
SM System General Import Added MasterTax Codes (Employee & Employer) to the LIT Import
SM System Print Batch Reports Corrected issue where the report batch was not saving correctly when adding custom reports
SM System Utilities Purge History The system can now purge Accrual Balances for "Inactive Employees Only"
SM System Utilities Recalculate Balances Frequency Employee Count during Recalc now excludes Template and Incomplete Employees

Sales Order

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Module Menu Item Description
SO Enter Sales Orders Corrected issue where users would receive an Invalid Alias Product ID message when reopening a closed sales order