CYMA Release History: CYMA 19

Release Date: October 2019

The CYMA Version 19 Release is a major release including enhancements and corrections.

Highlights include:

New CYMA 19 Features and Corrections By Module

Accounts Payable
Accounts Receivable
General Ledger
Inventory Control
Human Resources
Employee Self-Service
Payroll
Bank Reconciliation
System Manager
User Portal

 

System Wide

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Module Menu Description
API Other CYMA has developed a Web Service API

 

Payroll

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Module Menu Description
PR System Wide Added additional Trans Class functionality throughout the Payroll module including Trans Class defaults, General Imports, Employee Self-Service, and reporting
PR Enter Adjustments Added "Billed?" flag to the adjustment screen so users can determine if the adjustment should go through the Billing process
PR Enter Adjustments Period Dates now default from prior adjustments
PR Enter Check Status Inquiry Corrected issue where non active employees were excluded from browser
PR Enter Employee Hours Status Inquiry Added accrual type features to the Hours Status Inquiry
PR Enter Payroll The system now allows entry of Grants and Jobs on Default and Prompt Amounts page
PR Enter Quick Payroll Enter Quick Payroll now offers the ability to use Other Deductions - specifically Prompt for Amount calc method
PR Enter Quick Payroll "Include Calculation Methods" check boxes, default to checked and are saved to the user profile, so the next time the dialog is accessed the boxes will be checked as last time the dialog was accessed.
PR Enter Quick Payroll Corrected issue where the Annual Max Calculation was incorrect on Accrual Pay in Enter Quick Payroll
PR Enter Quick Payroll Corrected issue where negative values were being suppressed on the report
PR Enter Recreate/Reverse EFT Deposit The Proof report now looks to see if the Other Deduction feature has Enable EFT set to true
PR Enter Staffing Hours Corrected issue where the Staffing proof report combined Employee totals when sorting by employee name
PR Enter Time Entry The system now prevents Time Entry saving dates in a closed GL year
PR Enter Void Checks Added Find Now to Void Checks dialog
PR Enter Void Checks The system now validates that check dates are not in a closed year when voiding
PR Maintain Billing Configuration When checking Billable on Earnings Features the Bill Emp Amt in Detail is now checked by default
PR Maintain Billing Configuration Client billing audit records are now created when billing is changed by using the Copy To Clients button
PR Maintain Clients Added an audit file to capture changes made in Maintain Clients
PR Maintain Clients Changed Group ID to Client Group ID in the browser
PR Maintain Clients "Ref3" field on the Client can accept negative values
PR Maintain Clients Corrected issue where using Copy Billing was incorrectly copying Misc Fee and Fee By Employee
PR Maintain Clients Audit files are now created when the client billing configuration is copied from one client to another
PR Maintain Configuration Added an "Import/Post Daily TIme By" dropdown offering Current, Current + Past, and All Periods (Past, Current, Future)
PR Maintain Configuration Corrected issue where earnings were not added to Maintain Clients / Billing Configuration when added to the main configuration
PR Maintain Configuration Increased the size of the Add Feature dialog
PR Maintain Employees Added an info-only Marital Status field to the Employee record distinct from the Filing Status field on tax features. This new field can also be found on several existing reports and Employee Self-Service.
PR Maintain Employees Added a Vendor ID to Benefit deductions at the employee level
PR Maintain Employees Corrected issue where saving an employee was prevented when the associated Client was set as inactive
PR Maintain Employees Removed the message stating there should be a corresponding state withholding tax feature when saving a LIT feature to an employee
PR Maintain Employees Associated Salary Feature is now allowed to be Copied via Copy Feature
PR Maintain Employees Corrected issue that cleared the Maximum Deduction when making an SDI feature inactive
PR Maintain Employees Corrected issue where copying of some features allowed the changing of the ER W-2 box
PR Maintain Employees Will not populate the Client Id from the Frequency when using a Staffing company processing mode
PR Maintain Employees Added a check box for SOC codes when copying a SUTA feature
PR Maintain Employees Editing an Advance feature now pulls the associated Advance Recovery feature resolving an error displaying the matching feature doesn't exist.
PR Maintain Employees Corrected issue where Employee Departmentalization setting was retained from old employee when copying feature to a new employee
PR Maintain Pay Frequencies Enabled the Check Due Date on the Future Periods tab of Maintain Pay Frequencies
PR Maintain Pay Frequencies When setting up Exclusions, you will no longer see features are have a Calculation Method of Enter Each Period.  Since these are features the user enters hours or quantities for, the exclusion ability doesn't apply.
PR Maintain Pay Frequencies Corrected situation where Payroll Frequencies could not be saved if a Client is inactive
PR Maintain Supervisors Supervisor record is now only saved if the supervisor has subordinates
PR Maintain Supervisors "Add Employee Information" is now in the "Change Employee Information" grouping
PR Maintain Workers Compensation Codes The system can now allow both Employee and Company rates to be zero. This is also available through Maintain Employee / Workers Comp Feature
PR Other The Retirement Plan box on the W-2 will be checked if any Feature is marked with W-2 Box 12 and the following codes: D, E, F, S H, AA, BB, regardless if the Retirement Plan box is checked in Maintain Employee.
PR Other Added ability to see when an employee is added to the Audit file
PR Process Calculate Payroll Check records are written for company portion when no amount is calculated, but there is a YTD amount.
PR Process Calculate Payroll Corrected issue where the Accrual Rollover was not always performed when a pay period straddles two years
PR Process Calculate Payroll Corrected issue where Gross wages were not populated into the Workers Comp feature when using "Codes and Features"
PR Process Calculate Payroll Corrected issue where the Workers Comp code was not defaulting properly when generating default hourly entries
PR Process Calculate Payroll Added new sorting options to proof reports ensuring data is sorted as expected
PR Process Client Billing Corrected issue where "Totals" on Client Detail Billing report are incorrect if there is a Markup amount
PR Process Client Billing Corrected Unknown Query Engine Error when running Client Billing proofs
PR Process Client Billing Each check is now treated separately when evaluating if that check's tax amount is over the cap
PR Process Client Billing Streamline Invoicing in Staffing now allows for a specified payment date
PR Process Client Billing Added a new bill line file that lines up with the check line files for better reporting
PR Process Client Billing Streamline Invoicing now uses the Invoice Date When Posting Invoice to GL
PR Process Create AP Invoices Changed default filter option(s) resulting in increased speed finding records to be included when creating AP invoices from PR
PR Process Import Web Time Entries - By Period Hours/Sales/Qtr column will only show values for features that support this.
PR Process Post Checks to GL Added Find Now grid to Post Payroll to GL to allow the selection of multiple frequencies
PR Process Print Checks Added State ID to the check line file for linking back to the proper Workers Comp code
PR Process Print Checks Improved time taken to retrieve employees if "Find Now" was clicked on a second retrieval of Employees.
PR Process Staff Billing Corrected issue where Staffing Billing was not writing the Bill Line RecNo to the check line
PR Process Streamlined Payroll The check date now defaults from the frequency file and uses defined Period Dates when closing periods
PR Process Streamlined Payroll TC codes will now default properly in Streamlined Payroll
PR Process Tax Forms and Payments Local Tax Table Tax Type is updated if locality is found and tax type is zero
PR Process Tax Forms and Payments Corrected issue where State occupation codes were not showing on some Aatrix SUTA forms
PR Process Tax Forms and Payments Improved accuracy on count of employees on quarterly forms
PR Process Year End - Complete W2 efile Service Center Corrected issue where W2/W3 may not include box information for LIT in some cases
PR Process Year End - Complete W2 efile Service Center Removed restriction on ACA Aatrix filings for Client Filter that only allowed Equal To or ALL
PR Process Year End - Print and eFile W2s & 1099s Added the employee's name suffix to all W-2 forms
PR Process Year End - Print and eFile W2s & 1099s Fixed Local Income Tax Accumulation for Box 14 on W2s for slots 5-8
PR Process Year End - Print and eFile W2s & 1099s Corrected issue where Electronic W2s for Fiscal Agents by Client (Non-Schedule R Filers) would exclude some employees when set to Single State option
PR Process Year End - Print and eFile W2s & 1099s Corrected issue with Retirement Plan formula on W-2 proof. In rare circumstances a warning would occur where it should not.
PR Process Year End - Print and eFile W2s & 1099s Added support for West Virginia's electronic W2 specification for RV records
PR Process Year End - Print and eFile W2s & 1099s The default electronic filename for W2 process has changed from W2REPORT to EW2_FILING_<YEAR>.Additionally, the field size has been increased.
PR Reports Corrected issue where sorting W-2s by Client ID, the Employee Name and ID would drop off the proof report
PR Reports Added two reports for EEOC-1 Component 2 compliance. One report for Employee counts and the other for hours worked.
PR Reports Increased the size of both email address on the Client Information Report
PR Reports Corrected issue where Employee Earnings report was not including voided checks
PR Reports Corrected issue where the “Box 2 formula” was omitting Type19 Advance Recovery
PR Reports Corrected issue where report shows rate/amount for Non-Taxable earnings incorrectly
PR Reports Fixed an error that could occur when running report using the "Between" in the relation column of the selection criteria
PR Reports Corrected an issue with the counting of employees to ensure consistency across all reports.
PR Reports Added an audit report to show changes to Client configuration
PR Reports Added audit report to show Client WC code changes
PR Reports

Indexes for likely foreign key values were added to all Payroll tables to provide more efficient querying and reporting of data.

PR Reports Create audit report for the client billing options
PR Reports Corrected issue where report was only showing active employees even when setting Employee Status filter to ALL
PR Reports Employee audit report shows when an employee has been added
PR Setup Checklist Added Payroll Frequency to Payroll Setup Checklist

 

Accounts Payable

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Module Menu Description
AP Process Calculate and Print 1099s Added a State Tax ID to 1099-MISC Form
AP Process Print Checks Added option to temporarily allow EFT vendors to be paid by check
AP Process Quick Select Invoices Corrected issue where AP invoices not posted were showing in the grid

Accounts Receivable

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Module Menu Description
AR Enter Invoices Credit memos can now be generated via EFT in AR
AR Process Electronic Funds Transfer - Recreate eFile Made numerous changes to help identify if and when a deposit has been recreated. Added Recreated Date, Recreated Time and Total Deposit Amount to grid. Added filter to be able to view recreated deposits.

Employee Self-Service

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Module Menu Description
Employee Self-Service CheckHist.aspx Improved record retrieval time in ESS Check History
Employee Self-Service EE Time Entry by Period - TimeEntryPrd.aspx Corrected issue where an employee setup with no features would be able to see all employees on entry proof report if given access to Time Entry
Employee Self-Service EmpBirthAnn.aspx Corrected issue where Anniversary/Birthday query could show employees that are not active
Employee Self-Service Other Added variable for client (%CL) to the ESS values for "Email to HR" forms and custom ESS PIN Messages
Employee Self-Service SuperApprovalPrd.aspx Corrected issue where ESS was populating Hours field for Paid Tips in entry and check lines
Employee Self-Service SuperApprovalPrd.aspx ESS now allows Non-Taxable earnings to be entered
Employee Self-Service SuperApprovalPrd.aspx In Supervisor Approval by Period, the Features filter now only show features associated with the supervisors assigned employees
Employee Self-Service SuperApprovalPrd.aspx Corrected issue where "Employee ID" was not lining up and on multiple rows in Supervisor Enter Time by Period
Employee Self-Service SuperApprovalPrd.aspx Corrected issue where non-salary employee features set as Amount Per Period were showing in the Time Entry screens
Employee Self-Service Supervisor Add Employee Added the ability to adjust Exempt Flag for State and Federal Taxes
Employee Self-Service Supervisor Add Employee Fixed issue that allowed adding a new employee from a template with an existing employee ID for the new Employee
Employee Self-Service Supervisor Add Employee Corrected issue where ESS is showing both Federal and State tax groupings when adding an employee even when the option to edit those features is unchecked
Employee Self-Service Supervisor Change Employee Information Added State Income Taxes to ESS Change Employee Information
Employee Self-Service Supervisor Submit Payroll Corrected issue where import of web entries (with Auto Generate & Calculate enabled) was not adding submitted ESS hours to existing entries
Employee Self-Service Supervisor Submit Payroll Payroll entries can be submitted before or after a pay period based on a configuration option. This option is set in CYMA Payroll / Maintain Configuration.
Employee Self-Service Supervisor Submit Payroll Corrected issue the Payroll Proof was showing other deductions with a positive value and totaled in with the earnings

General Ledger

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Module Menu Description
GL Maintain Quick Budgets Added a filter to only show active accounts
GL Reports Corrected an issue where the "Total" column was using balance forward amounts and not simply period amounts
GL Reports Corrected an issue where the report would fail due to "A DateTime is required here."

Human Resources

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Module Menu Description
HR Process Update Payroll From Benefits Added Employee Name to the "Update Payroll from Benefits" proof
HR Process Update Payroll From Benefits Dropping an employee from a benefit using eligibility now ignores eligibility when pushing to Payroll
HR Reports Added a filter for Employee Status

System Manager

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Module Menu Description
Installs Other MICR check formats and fonts are now included with all installations
SM Maintain Company Events Disable Company Events if not logged into a company
SM Maintain Customer The system now will apply Invoice Amount Paid to the Invoice Balance after the Invoice has been Posted
SM Other Added option to Bank EFT tab to allow file to be created with a non-unique File ID value to eliminate daily file limit of 36.
SM Release The current company is now clearly listed in the program header, next to the Current period box
SM System General Import Corrected an issue when importing the price where the price would always be zero, instead of using the normal price hierarchy.  This was only an issue if the "Allow Price to be Zero" check box was checked in Maintain Products.
SM System General Import The name(s) of missing feature(s) now appear on the PR Adjustments import test report
SM System General Import Updated Criteria for Combining Time Entries During Import
SM System General Import Corrected issue where AP Invoice General Import would fail with Code 3 on GlAccnt.dat when GL is not installed
SM System General Import Employee import now warns for duplicate Social Security Numbers
SM System General Import Corrected issue where Departmentalization Variable Type was not Defaulted from Associated Employee ID
SM System General Import Corrected issue where AR Customers must be setup to import jobs even if AR is not installed
SM System General Import Corrected issue where AP invoices with an invoice date in a closed year (posting in open year) could not be imported
SM System General Import General Import will reject updating employees with a status of "Incomplete" or "Template"
SM System General Import New "Separate Check?" in AP Invoice General Import
SM System General Import Created import for Supervisor Options
SM System General Import Created import for Workers Comp features
SM System General Import Created Import for Assigning Employees to Supervisors
SM System General Import PR Employee Earnings import now include Non-Cash Earnings
SM System General Import Added rate (hourly features) and rate percent (commission features) to PR Adjustment import
SM System General Import Importing of Clients (PR Clients) now creates audit records
SM System Utilities Change Fields Added Bank ID to Change Key Fields
Other Other Added "Processing Category" to the Status Bar
Other Other User Portal now uses a different Crystal Runtime
Other Other Local tax tables are updated from Aatrix list of local tax districts

User Portal

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Module Menu Description
User Portal AR Invoice Activity Inquiry Added customer name to User Portal AR invoice & Activity Inquiry
User Portal Other The User Portal now includes a Help system

Bank Reconciliation

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Module Menu Description
BR Maintain Configuration Added an option that will allow retrieval from any company, not just those with the same GL structure

 

Inventory Control

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Module Menu Description
IC Enter Builds The system will now prevent posting an Inventory Build if the grid product is locked
IC Enter Builds Added Navigation buttons to the IC Enter Builds screen