The CYMA Version 16 Release is a major release including enhancements and corrections.
Module |
Menu Item |
Description |
PR |
Enter Adjustments |
Added new Client Trans Class Code logic to Enter Adjustments |
PR |
Enter Adjustments |
Added the Department and Location IDs to the check header file in Enter Adjustments |
PR |
Enter Employee Feature Status Inquiry |
The inquiry will now show Hourly Rate in Export to CSV for Earnings Features |
PR |
Enter Employee Hours Status Inquiry |
More ACA filters have been added to the Employees Hour Status Inquiry |
PR |
Enter Employee Hours Status Inquiry |
Selections made in the Include Earning Features dialog are now saved on the Employee Hours Status Inquiry |
PR |
Enter Employee Hours Status Inquiry |
The default FTE Hours/Month have been changed from 120 to 130 |
PR |
Enter Manual Checks |
Added new Client Trans Class Code logic to Enter Manual Checks |
PR |
Enter Manual Checks |
Added the Department and Location IDs to the check header file in Enter Manual Checks |
PR |
Enter Payroll |
Added new Client Trans Class Code logic to Enter Payroll |
PR |
Enter Payroll |
Corrected issue in Enter Payroll - Default & Prompt Amounts Tab -- Hours field would not allow zero after decimal |
PR |
Enter Payroll |
Reversed order of columns in all PR grids so that Cost Code appears before the Workers Comp Code |
PR |
Enter Quick Payroll |
Added the new Client Trans Class Code logic to Enter Quick Payroll |
PR |
Enter Quick Payroll |
Save the selections made in the Exclude Earning Features dialog in Enter Quick Payroll |
PR |
Enter Staffing Hours |
Added the new Client Trans Class Code logic to Enter Staffing Hours |
PR |
Enter Staffing Hours |
Added a Find Employee ID field for searching the Enter Staffing grid |
PR |
Enter Staffing Hours |
Selections made in the Exclude Earning Features dialog now save in Enter Staffing Hours |
PR |
Enter Time Entry |
Added the new Client Trans Class Code logic to Enter Time Entry |
PR |
Enter Time Entry |
Corrected issue in Time Entry where "Next/Prev Week" button was not save existing data |
PR |
Enter Void Checks |
Added the Department and Location IDs to the check header file in Enter Void Checks |
PR |
Maintain ACA Offer of Coverage |
Added Pay Frequency as a filter to the Maintain ACA dialog |
PR |
Maintain ACA Offer of Coverage |
Added the employees' name to the Payroll inquiries that have Export to .CSV capability |
PR |
Maintain ACA Offer of Coverage |
Changed the logic in Maintain ACA to no longer save records that have "None" in all monthly columns |
PR |
Maintain ACA Offer of Coverage |
The Exclude from 1095 option is now defaulted from the employee record into the Maintain ACA Offer of Coverage grid |
PR |
Maintain Beginning Balances |
Added the Department and Location IDs to the check header file in Maintain Beginning Balances |
PR |
Maintain Clients |
Added an optional Birthdate field to the Client record |
PR |
Maintain Clients |
Added a Trans Class Codes tab to the client indicating which ones can be viewed and used in CYMA and ESS |
PR |
Maintain Clients |
Added an EFTPS Pin number field to the Client |
PR |
Maintain Clients |
Added previous year SUTA rate columns at the client level |
PR |
Maintain Clients |
The Client's Sync Customer now defaults with Client Change option to selected |
PR |
Maintain Configuration |
Added options by status as to when an ESS employee can first see their check stubs |
PR |
Maintain Configuration |
Corrected issue where PR Maintain Configuration saved all entries to the config audit file even if nothing has changed |
PR |
Maintain Configuration |
The Default Accrual Pay that auto-populates when a new PR company is established now offers improved defaults: Allow Payout GT Accrued is set to Warning and Include in Final Check is set to Yes. |
PR |
Maintain Configuration |
Added a "Use Transaction Class Codes From Client" option to PR Configuration |
PR |
Maintain Configuration |
Added a default "Use Workers Comp as SUTA" field to workers comp features on PR Config |
PR |
Maintain Configuration |
Added PSD Pennsylvania columns to the Local Information page |
PR |
Maintain Configuration |
Earnings features can now be deleted from configuration if they are used in Client setup |
PR |
Maintain Configuration |
Earnings sort option keys are now permanent on Config |
PR |
Maintain Configuration |
Enabled a "Schedule R Filer" flag to PR Configuration for Fiscal Agents (MAIN) |
PR |
Maintain Employees |
Added a new "Yearly" maximum hours cap to Accrual features |
PR |
Maintain Employees |
"100%" is now the default If the Calc Method is Prenote or System Calculated when adding a Direct Deposit/EFT Direct Deposit |
PR |
Maintain Employees |
"Calculation Method" control on employee features is now locked when limited editing is invoked because of existing entries |
PR |
Maintain Employees |
Accrual earning features are now included in the Copy Feature |
PR |
Maintain Employees |
Accrual pay features can now be set up without an associated accrual feature |
PR |
Maintain Employees |
Accrued Hours value on accrual features will not copy when the "Copy All Employee Values" option is selected |
PR |
Maintain Employees |
Added a Hourly Rate filter to the Copy Feature |
PR |
Maintain Employees |
Added a key to the Employee dependent record |
PR |
Maintain Employees |
Added a Max Hours Per Year Payout Amount on Accrual Pay Features |
PR |
Maintain Employees |
Added an ACA "Self-Insured" field at the Employee level |
PR |
Maintain Employees |
Added an ACA Exclude from 1095 and a 1095-B Origin of the Policy fields at the employee level |
PR |
Maintain Employees |
Added an ESS Password Last Updated field to the Employee record |
PR |
Maintain Employees |
Added Standard Occupational Classification (SOC) codes to the employee SUTA feature |
PR |
Maintain Employees |
Added the Self-Insured field to the employee audit file |
PR |
Maintain Employees |
All date fields enabled on the Employment Information page are now included in the Copy Feature function |
PR |
Maintain Employees |
Corrected an issue where the Copy Employee feature would occasionally duplicate features |
PR |
Maintain Employees |
Corrected issue where CYMA would close while copying a feature after attempting to copy employee |
PR |
Maintain Employees |
Corrected issue where the City Tax Table was not set correctly after Copying an LIT Feature |
PR |
Maintain Employees |
Corrected resizing issues when scrolling and changing year |
PR |
Maintain Employees |
Created ability to repurpose Workers Comp features as SUTA features for Aatrix (for PA & OR customers) |
PR |
Maintain Employees |
Created an "Exempt" status on SSI/Medicare/FUTA/SUTA features for Fiscal / Employer Agent customers |
PR |
Maintain Employees |
If the company is defined as a PEO or Fiscal / Employer Agent, a warning message will display if a new employee is not assigned to a client |
PR |
Maintain Employees |
Pop-up an alert if a Direct Deposit feature is selected for a PR Employee indicating no EFT record will be created |
PR |
Maintain Employees |
The Employee Rate will default when adding/changing a Pennsylvania PSD code in the Locality field on LIT features |
PR |
Maintain Employees |
The Tab Order on Maintain Employees has been chanced with respect to SSN |
PR |
Maintain Employees |
Added the ability to allocate (departmentalize) labor cost to Grants/Projects |
PR |
Maintain Locations |
Enabled an Employer PSD field to the location records for Pennsylvania |
PR |
Maintain Wage Calculations |
When setting up a new company, no features will be set to Exclude for FUTA |
PR |
Process Calculate Payroll |
Corrected issue when an amount was entered for an Accrual Pay and the accrual was set to Amount per Period, the maximum amount was not taken into account |
PR |
Process Calculate Payroll |
Added Gross Wages tracking on Tax Check Lines similar to tracking of Taxable, Excess, and Excluded wages. |
PR |
Process Calculate Payroll |
Corrected issue where when "Needs Final Check" is selected and Calculate is performed multiple times, Taxable Wages are overinflated. |
PR |
Process Calculate Payroll |
Mariana Protectorate Payroll Tax Calc will to reduce Chapter 7(Fed) tax amount by Chp 2(Local) amount. |
PR |
Process Calculate Payroll |
The system will prevent access to Calculate Payroll if Household Worker refund entries exist |
PR |
Process Close Current Pay Period |
The system now allows users to close the current pay period without losing time already entered for the new pay period |
PR |
Process Create AP Invoices |
For a Fiscal / Employer Agents, CYMA has given visibility to the Client Name, Tax IDs & EIN on an AP invoice created from Payroll |
PR |
Process Create AP Invoices |
For Fiscal / Employer Agents, CYMA will add the Client ID to the Reference field in the AP Invoice header |
PR |
Process Employee Wage Change |
Changes to wages will now only occur if the selected employees are visible in the grid |
PR |
Process Period End Close |
Provided the capability to print the Payroll 1096 transmittal form |
PR |
Process Print 940 Form |
Adjusted Process Print 940 Form to use newly added Gross Wages construct. |
PR |
Process Print 940 Form |
Corrected issue where 940 form was not accurately reporting the employer portion of pre-tax deductions |
PR |
Process Print 941 Form |
Corrected issue where 941 Form reported invalid numbers in the rare case where a user creates index on check date for browser |
PR |
Process Print Checks |
Corrected issue where Accrual check line records, created when there is no activity for the current period, had invalid YTDHours value |
PR |
Process Print Checks |
Added ability to print the employer portion of a feature on the check stubs |
PR |
Process Print Checks |
Added Company Name and Address to check stubs including MICR for California and Oregon |
PR |
Process Print Checks |
Added option to print checks in one composite print job vs a separate print job for each check. |
PR |
Process Print Checks |
Added the Department and Location IDs to the check header file |
PR |
Process Print Checks |
Added the Department and Location IDs to the check header file in Print Checks |
PR |
Process Print Checks |
Corrected issue where checks were not aligning properly if they were pre-printed fields |
PR |
Process Print Checks |
Corrected issue where Vacation Accrual was not showing on check if have not accrued any YTD but have a balance forward |
PR |
Process Print Checks |
CYMA has now disabled the Check Date field when reprinting Payroll checks |
PR |
Process Print Checks |
Fiscal / Employer Agents can create refund checks for qualifying Household Workers |
PR |
Process Print Checks |
Performed a complete rewrite of Payroll Self Sealing MICR checks |
PR |
Process Print Checks |
The system can now filter Company Portions off Check Formats ( Standard, Templates, and MICR ) |
PR |
Process Print Checks |
The system will now store the accrual hours YTD balance in the check line files |
PR |
Process Quarter End Close |
Added a Prerequisites check box confirming Household Workers have been refunded SSI/Medicare prior to closing the 4th quarter |
PR |
Process Quarter End Close |
Added Department and Location IDs to the check history header file when moving checks to history in the Quarter End process |
PR |
Process Streamlined Payroll |
Added the Department and Location IDs to the check header file during Streamline Payroll |
PR |
Process Streamlined Payroll |
For Fiscal / Employer Agents, the system prevents access to Streamlined Payroll if Household Worker refund entries exist |
PR |
Process Tax Forms and Payments |
Added custom code for NJ client for Aatrix e-filing of weekly and monthly payer's unemployment and withholding wages to V16 |
PR |
Process Tax Forms and Payments |
The system will now populate Aatrix with employee & employer PSD codes plus LIT amounts for Pennsylvania e-filings of quarterly and yearly reports |
PR |
Process Tax Forms and Payments |
The system will now use Workers Comp to SUTA flag in Payroll Forms |
PR |
Process Tax Forms and Payments |
Updated the Aatrix AUF file with the Standard Occupational Classification (SOC) code from the employee's SUTA feature and other appropriate data |
PR |
Process Year End - Complete W2 efile Service Cente |
If an employee has the "None" Offer of Coverage code in every individual month then they are excluded from the 1095 forms |
PR |
Process Year End - Complete W2 efile Service Cente |
Corrected issue where Box 14 values not showing on Aatrix W2 preparer |
PR |
Process Year End - Complete W2 efile Service Cente |
Removed a restriction that ACA employees must have earnings for the year in order to be included in Aatrix processing |
PR |
Process Year End - Complete W2 efile Service Cente |
The Origin of the Policy code is now used on the employee record and populate on the ACA 1095-B form |
PR |
Process Year End - Complete W2 efile Service Cente |
The system will now read the Self-Insured flag on the employee to determine if Part 3 Covered Individuals on the ACA 1095-C form should be populated |
PR |
Process Year End - Complete W2 efile Service Cente |
When processing W-2s in any of the three menu options, a note now appears about performing a recalc if there has been a change to a W-2 box |
PR |
Process Year End - Print and eFile W2s & 1099s |
Multiple W2 changes for Fiscal / Employer Agents: eFile record groups, paper W2s EIN, and Company Name conditions. |
PR |
Process Year End - Print and eFile W2s & 1099s |
For Fiscal / Employer Agents, the system will read the Schedule R Filer flag for determining the source of the demographic information on W-2s (eFile & print) |
PR |
Process Year End - Print and eFile W2s & 1099s |
The Print & eFile W2s & 1099s forms will now use the company default contact information |
PR |
Process Year End - Print and Self-Mail W2s & 1099s |
Added additional error checking to W2 Proof Listing |
PR |
Process Year End - Print and Self-Mail W2s & 1099s |
For Fiscal / Employer Agents the system will read the Schedule R Filer flag for determining the source of the demographic information on W-2s (print & self-mail) |
PR |
Process Year End - Print and Self-Mail W2s & 1099s |
The Print & Self-Mail W2s & 1099s forms now use the company default contact information on |
PR |
Process Year End - SSI/Medicare Refunds (New) |
For Fiscal / Employer Agents can refund Social Security & Medicare taxes withheld from Household Workers who earned less than the yearly threshold |
Module
| Report Name
(if applicable) | Description
|
AP |
|
Added a new AP Purchases by Date Range (Current with Drilldown) |
AP |
|
Added a Top 20 Vendors report based on payments made per date range |
AP |
|
Added an AP Invoice Register of invoices moved to history |
AP |
|
Added Vendor Last Activity Date reports to Master File Reports |
AP |
1099 Reconciliation - Reconcile1099.rpt |
The AP 1099 Reconciliation report changed to include GL ATF CD Checks. |
AP |
Check Register - ApChkReg.rpt |
The AP Check Register is now an OLE DB Report. |
AP |
Unposted Invoice Register - ApUnPstI.rpt |
Added GL account name to the AP Unposted Invoice Register |
AP |
AP 1099 Proof Listing - Ap1099Pf.rpt |
Added a Number of Forms count to the bottom of the 1099 Print proof |
AR |
|
Added additional filters and sorting to the Customer Master Report |
AR |
|
Updated all preprocessed AR Agings and Ledgers to include unposted payments if payment was paid to specific invoice lines |
AR |
Customer Master Report - Customer.rpt |
Added a filter to the Customer Listing to show who is on credit hold |
AR |
Customer Price Report - CustPrce.rpt |
Added a "Default" column to the Customer Product Price report |
AR |
Invoice Register - InvReg.rpt |
Added Sales GL account to AR Invoice Register |
AR |
Invoice Register (Current and History) - InvRegCh.rpt |
Added a Customer ID selection filter to the AR Invoice Register (Current & History) |
AR |
Invoice Register (Current and History) - InvRegCh.rpt |
Rewrote AR Invoice Register (Current and History) report |
AR |
Unapplied Payments - ArunPay.rpt |
Modified unapplied payment report to break out unapplied balance into separate Payment on Account, Deposit with Order, and Combined Total columns |
GL |
|
Added an After-the-Fact GL transaction report by Vendor |
GL |
|
Added Cost Report Code as a selection filter to more GL reports |
GL |
|
Added New GL Account Last Transaction Date reports |
GL |
|
Created optional ability to see Account Number along with Description on GL Financials |
GL |
|
In NFP, CYMA corrected the Income Statement Grouped by Segment where it was misreporting the value for the selected filter |
GL |
Balance Sheet Detail ( Comparative ) - Blnsht2d.rpt |
Corrected issue where the Balance Sheet on the Current Year Profit Loss line was clipping the bottom of the field slightly |
GL |
Balance Sheet SubType ( Drilldown ) - Blnsht3.rpt |
Corrected issue where the Balance Sheet SubType Drilldown was not showing batch detail when drilling down |
GL |
By Batch - Batch.rpt |
The Year Filter on GL Batch Entry Listings has been changed |
GL |
Grant/Project Budget to Actual - GBdgAct.rpt |
Updated the Grant Budget to Actual reports based on adding Actual period columns to the budget file |
GL |
History - Entry5.rpt |
Added more grouping, sorting, and filtering options to the GL Entry Listing (History) Entry5.rpt |
GL |
Income Statement Detail - Incstm6d.rpt |
The detail Income Statement (Incstm6d) now sorts based on the Account Sort ID and not on the Account ID |
GL |
List of Budget Amounts - GLBdgLst.rpt |
Added the 4 digit year to the header of the List of Budget Amounts report |
GL |
Proof Listing (Post Journal Entries) GlPstPrf.rpt |
Group Journal Entry Batches as either being ready to post or not ready to post due to being in closed period on the Post Journal Entries proof report |
HR |
Employee Certification Status - HrCertStatus.rpt |
The Status filter on the Employee Certification Status report now uses the Status from Hr_EmpCert.dat file |
HR |
Opening Listing - HrOpening.rpt |
Added the new email address to the Opening Listing |
HR |
Opening Listing - HrOpening.rpt |
Made changes to the HR Opening Listing due to file change to Posting tab of Openings |
HR |
Training Class Enrolled - HrClassEnr.rpt |
Added Employee Name and Supervisor Name to HR Class Enrollment Report HrClassEnr.rpt |
HR |
Proof Listing - HRPrPrf.rpt |
Changed "Update PR from HR Benefits" Proof to handle 4 digits |
IC |
|
Added a Barcode Listing to both Inventory Control and Sales Order |
JC |
Job Billing Summary (Cost Code) - JcBillSum.rpt |
Corrected issue on Job Billing Summary where it was not showing budget total correctly |
JC |
Job Cost Summary (Cost Code) - JcCostSum.rpt |
Added the Cost Code description to the Job Cost Summary report and update so it can be modified with current version of Crystal |
JC |
Job Status Report - JcJobSts.rpt |
The Job Status Report now provides a summary by base job in the Job Status report |
JC |
Enter Labor Proof Listing - JcBatchPrf.rpt |
Made multiple changes to the Enter Labor Batch Proof |
PO |
|
Added an Open Commitment Listing by PO number |
PO |
Buyers Listing - PoBuyers.rpt |
Updated the Buyers Listing with new Approval Manager e-mail columns |
PO |
Product Analysis (By Date Range) - PoAnalys.rpt |
Added report filters to the Product Analysis (By Date Range) report in NFP |
PO |
PO Status Inquiry - PoInquiry.rpt |
Added new columns to the PO Status Inquiry report |
PR |
|
Improve the local tax worksheet by adding additional filters |
PR |
|
Added a Client Transaction Class Code Listing |
PR |
|
Added a report that runs against Historical Entry files |
PR |
|
Added Employee Pay History report |
PR |
|
Added Schedule R (Form 941) for Fiscal / Employer Agents |
PR |
940 Schedule A (Grouped by Client) Pr940frmDept2.rpt |
940 (Grouped by Client) now uses the name from the client record |
PR |
ACA 1095-C Worksheet - PrEmpCov2.rpt |
Added more filters to the ACA 1095-C Worksheet including Employee Status |
PR |
Client Information Report - PrClient.rpt |
Added an EFTPS Pin to the Client Information report |
PR |
Client Information Report - PrClient.rpt |
Added the Birthdate field to the Client Information report |
PR |
Client Information Report - PrClient.rpt |
Added the Previous Year SUTA Rates to the Client Information report |
PR |
Client Information Report (Staffing) - PrClient2.rpt |
Added the Birthdate field to the Client Information report (Staffing) |
PR |
Client Information Report (Staffing) - PrClient2.rpt |
Added the Previous Year SUTA Rate columns to the Client Information Report (Staffing) |
PR |
Company Configuration - PrCoProf.Rpt |
Added the new Schedule R Filer field to the Company Config report |
PR |
Company Configuration - PrCoProf.Rpt |
Added the new Use Trans Class Code from Client field to the PR Config report |
PR |
Company Configuration - PrCoProf.Rpt |
Added the View Check History fields to the Employee Self Service section of the Company Configuration report |
PR |
Employee Audit Report - EmpAud.rpt |
Added the Offer of Coverage Code to the Employee Audit report |
PR |
Employee Count Report - PrCount.rpt |
Added the age the employee will be this year if the Count option is by "Birthdays by Month" and run in Detail mode |
PR |
Employee Departmentalization Report - PrDeptDist.rpt |
Added Grant Allocation information to the departmentalization report |
PR |
Employee Earnings & Deductions Profile - EProfile.rpt |
Added the Standard Classification (SOC) code |
PR |
Employee Hours Worked - HrsWorked.rpt |
Added a status filter to the Employee Hours Worked report |
PR |
Employee Listing - EmpList.rpt |
Added a Household Worker field to the Employee Listing |
PR |
Employee Listing - EmpList.rpt |
Added the ACA Offer of Coverage field to the Employee detail listing |
PR |
Employee Listing - EmpList.rpt |
Added the ACA Self-Insured, Exclude from 1095 and Origin of the Policy options to the Employee Listing |
PR |
Entry Worksheet Report - PrEntryWs.rpt |
Added employee sorting options to PR Entry Reports Entry Worksheet |
PR |
Local Income Tax - PrLITws.rpt |
Added a Group by Location parameter to the Local Income Tax Report |
PR |
Local Income Tax (Historical) - PrLIT2.rpt |
Added a Group by Location parameter to the Local Income Tax (Historical) report |
PR |
Location Listing - LocnList.Rpt |
Added the Employer PSD Code to the Location Listing |
PR |
Payroll Journal [Landscape] - PrJour.rpt |
Added a Voided filter to the Payroll Journal (Landscape) |
PR |
Quarterly Deductions Report - PrQtrDed.rpt |
Quarterly Deduction Report added Group ID, Type ID, Feature filters and Drill down to show individual Employee Amounts |
PR |
Quarterly Earnings Report - PrQtrErn.rpt |
Added a Work State filter to Payroll Quarterly Earnings Report (PrQtrErn.rpt) |
PR |
Household Employee Refunds - PrRefundPrf.rpt |
Added a proof report to the new Process Year End SSI/Medicare Refunds dialog |
PR |
Post Payroll to General Ledger Proof - PrGlPrf.rpt |
Added Grant info to the posting proof report |
SM |
|
Added an SM User Type report |
SM |
Company Information - Company.rpt |
Added new password fields to the Company Information report |
SO |
Profit by Shipping Cost (Detail) - SoProfit2.rpt |
Corrected decimal placement problems with the Sales Order Profit by Shipping Cost report |
SO |
Sales Order Inquiry Report - SOInquiry.rpt |
Added a Quote Expiration Date to the Order Status Inquiry proof |
Module |
Menu Item |
Description |
SM |
CYMA Applicant Portal (new) |
Added an Applicant Web Portal |
SM |
Login Page |
New user security offers will confirm, upon login, that the user is setup as a CYMA User and if required the password is correct |
SM |
Maintain Banks |
Added a Company Identification value to Maintain Bank EFT Tab |
SM |
Maintain Company |
Corrected issue where the processing category would reset to Standard when editing a company |
SM |
Maintain Company |
New user security offers a company option to require user passwords and specify how often they must be changed |
SM |
Maintain Company |
New user security offers optionally stronger user login password requirements |
SM |
Maintain Company |
The system now allows up to one company default contact record per phone type (U.S. Standard, International, E-mail and Fax) |
SM |
Maintain Customer |
Changed the column name to Default on Invoice/Order on the Product Pricing tab |
SM |
Maintain Products |
The system will validate upon save that the Barcode value on the product is unique |
SM |
Maintain Transaction Classification Codes |
Added Trans Class Codes to the Client and ESS |
SM |
Maintain Transaction Class Code 1 |
Before deleting a Trans Class Code 1 record the system will verify it doesn't exist on any other records |
SM |
Maintain Transaction Class Code 2 |
Before deleting a Trans Class Code 2 record the system will verify it doesn't exist on any other record |
SM |
Maintain Users |
Added a GL Manager checkbox to Maintain Users |
SM |
Maintain Users |
Added CYMA User Portal (CUP) permissions to Maintain Users (Main Issue) |
SM |
Maintain Users |
Added navigation keys to Maintain Users |
SM |
Other |
Corrected mismatch of email column names between AR current and history Invoice header files |
SM |
Other |
Created a portal for applicants to register, search the posted openings, attach a resume and apply |
SM |
Other |
Created a utility to delete the Last Price table and recreate it with the most recent unit price for each customer/product/warehouse |
SM |
Process - 1099 |
Added 1096 forms to the AP and PR modules |
SM |
Process Price Change |
Sales Order now allows all relations (Greater Than or Equal To, etc.) to be used for Sales Price adjustments |
SM |
System General Import |
Corrected issue where import of Payroll Hours for Accrual Type would fail because the max amount was set to zero for an employee |
SM |
System General Import |
Added a Barcode validation to the SM Products Import |
SM |
System General Import |
Added a header Invoice Description field to the AP Invoice import |
SM |
System General Import |
Added a Household Worker field to the Employee import |
SM |
System General Import |
Added a LIT (Local Income Tax) General Import |
SM |
System General Import |
Added a PR Client State general import |
SM |
System General Import |
Added an EFTPS Pin number to the Client Import |
SM |
System General Import |
Added an email column to the HR Opening general import |
SM |
System General Import |
Added an Employer PSD field to the Locations general import |
SM |
System General Import |
Added an import for Employee Benefit enrollment |
SM |
System General Import |
Added Check Number to PR Adjustment General Import to Import Manual Checks |
SM |
System General Import |
Added import options for PSD codes, descriptions and employee rate to the PR Config local tax table for Pennsylvania employers |
SM |
System General Import |
Added Self-Insured to the Employees General Import |
SM |
System General Import |
Added the Birthdate field to the PR Clients Import |
SM |
System General Import |
Added the Department and Location IDs to the check header file the Payroll Adjustment Import |
SM |
System General Import |
Added the Exclude from 1095 and Origin of the Policy fields to the Employee General Import |
SM |
System General Import |
Added the new Client Trans Class Code logic to the PR Adjustments Import |
SM |
System General Import |
Added the new Client Trans Class Code logic to the PR Staffing Hours Import |
SM |
System General Import |
Added the new Client Trans Class Code logic to the PR Time Entry Import |
SM |
System General Import |
Added the new Client Trans Class Code logic to the PR Transaction Import |
SM |
System General Import |
Added the previous year SUTA rate columns to the Client State import |
SM |
System General Import |
Added the Standard Occupational Classification (SOC) to the Employee Taxes import |
SM |
System General Import |
Corrected issue where custom fields could not be imported in PR Work Order |
SM |
System General Import |
Corrected issue where General Import of Other Earnings / Accrual Pay set to Prompt for Amount in PR Transactions rejects if importing just hours |
SM |
System General Import |
Corrected issue where Hours Import was not importing Accrual Pay features |
SM |
System General Import |
Corrected issue where PR Adjustment Import would fail to fill out check lines completely when Warning occurs for feature that is not currently in effect |
SM |
System General Import |
Corrected issue where SIT General Import would not allow StateID Change |
SM |
System General Import |
Corrected the import for Client custom fields |
SM |
System General Import |
General Import will now allow multiple email addresses in the Customer import |
SM |
System General Import |
General Import will now allow multiple email addresses in the PR Employee Demographics import |
SM |
System General Import |
General Import will now allow multiple email addresses in the Vendor import |
SM |
System General Import |
General Import will now allow users to Exclude Warnings when Importing |
SM |
System General Import |
Importing of "Posted" GL Transactions is now prevented if in a closed GL period and year |
SM |
System General Import |
The system will auto create Employee Features during the PR Adjustment Import |
SM |
System General Import |
When using the import templates on a Workstation, the system now looks to the import folder on the local install |
SM |
System Import Templates |
Added a Household Worker field to the Employee import template |
SM |
System Import Templates |
Added a Self-Insured column to the Employees Import Template |
SM |
System Import Templates |
Added a Standard Occupational Classification (SOC) column to the Employee Taxes import template |
SM |
System Import Templates |
Added the Exclude from 1095 field to the Employee Template Import |
SM |
System Register |
Added a registration key for the CYMA User Portal |
SM |
System Utilities Purge History |
Added Status of Retired and Permanently Disabled |
SM |
System Utilities Purge History |
GL Purge History is now faster due to Account Deletion |
SM |
System Utilities Purge History |
If both the "Laid Off" and the "Reduction in Force" status is checked, employees with "Reduction in Force" will not be purged |
SM |
System Utilities Recalculate Balances |
Added filters, a Find Now, and sort options to Payroll Recalc Balances |
SM |
System Utilities Recalculate Balances |
Corrected issue where the GL Recalc is overwriting the original batch posting date |
SM |
System Utilities Recalculate Balances |
Exponential Numbers are now cleared from the PR Check Line File |