CYMA 13 is a major release featuring updates to all CYMA modules.

New Feature Highlights

• Accounts Receivable EFT
• Advanced Budgeting
• Company Property Tracking
• Investment Management
• OSHA Injury / Illness Management
• Payroll Cost Distribution (Departmentalization)
• Quick Entry Transactions

Enhancements

Accounts Payable

• CYMA added a 1099-DIV form to the "Process Calculate and Print 1099s" process.
• Added the AP account to the Post Invoices to AP Proof report.
• CYMA added a Copy button to AP Enter Invoices for quick duplication.
• Cosmetic changes / corrections to Automatic Offset listing AutoOffs.rpt.
• In all applicable AP reports Doc Date has been changed to Invoice Date and Trans Date has been changed to Posting Date.
• Added a "View Budgets" button to AP Enter Invoices. When highlighting a single line, the system analyzes the actual amounts incurred vs. budget amount on either an annual or year to date budget basis.
• Added a View Budgets button to AP Enter One-Time Invoices. When highlighting a single line, the system analyzes the actual amounts incurred vs. budget amount on either an annual or year to date budget basis.
• Added a View Budgets button to AP Enter Quick Invoices. When highlighting a single line, the system analyzes the actual amounts incurred vs. budget amount on either an annual or year to date budget basis.
• AP Account field has been expanded in Enter Invoices to show all 24 characters when using an account mask that is 24.
• "Purchase Order Number" has been added to the selection criteria grid when selecting invoices for payment.
• "Purchase Order Number" has been added to the selection criteria grid when posting invoices to AP.

Accounts Receivable

• The Deposit Slip report is now sub-totaled by payment type.
• Changed "Order Total" to "Invoice Total" on the AR Invoice Proof report.
• Changed Payment Type from a dropdown to a browsable field showing user-defined payment types in AR Enter Invoices.
• AR Enter Invoices now has an Attachments tab.
• Added the ability to create an EFT file when posting an Invoice containing an EFT payment or when posting a payment with an EFT payment type
• Sold-To and Ship-To addresses can now be viewed and edited after the AR Invoice has been posted
• Users can now view/edit the Sold-To and Ship-To addresses after a One-Time AR Invoice has been posted
• Added "Summary / Detail" option to Customer Type report to match the look of the Version 11 report.
• Added an invoice format designed for Payroll Client Billing and summarizing by Product ID.
• Added report totals to the Post Payments to AR Proof report.
• Added an informational-only "Activity Date" field to the AR Invoice grid."
• Added a Maintain User Payment Type dialog with values to be available when entering payments: upon invoice entry, in Enter Payments and in Enter Sales Orders.
• Added a User Payment Type Listing profile report.
• Added a Reference field to the header of AR Enter Payments.
• Added a Reference field to the header of AR Enter Quick Payments.
• Changed the Payment Type from a dropdown to a browsable field showing user-defined payment types in AR Enter Payments.
• Change the Payment Type from a dropdown to a browsable field showing user-defined payment types in Enter Quick Payments.
• The Type column should now display the value in the User Payment Type column in Enter Void Deposits.
• Added a Total by User Payment Type selection filter and if selected added this sub-total to the Payment Register.
• Added a Total by User Payment Type selection filter and if selected added this sub-total to the Payment Register (Current and History).
• In AR Enter Payments, a new payment field, "Reference", has been added to the proof report.
• Added the new header "Reference" field to the Enter Quick Payment proof report.
• New User Payment Types are displayed on the Enter Payments Proof.
• New User Payment Types are displayed on the Quick Payment Proof.
• Added a Voided Deposit Listing.
• Added the ability to enter Miscellaneous Payments in Enter Quick Payments.
• Added an AR dialog for recreating EFT files.
• Added an AR dialog for creating an EFT Prenotification file.
• Added an EFT Method of Payment Type.
• CYMA can auto-create a payment record on invoices created in Client Billing for active EFT customers.
• Added an EFT Bank ID for Maintain Configuration.
• Added validation when printing/generating invoices to ensure the new invoice date is earlier than the payment entered.
• Added EFT payment capability to Enter Payments.
• Added EFT payment type logic to Enter Quick Payments.
• Added a Proof report to the EFT Recreate eFile dialog.
• Added a Proof report to the EFT Prenotification dialog.
• Added a new EFT payment aging report.

After-the-Fact

• Added an Enter Quick Transactions dialog to General Ledger After-The-Fact allowing for mass entry of journal entries, receipts, electronic payments, and disbursements in a single grid.
• Added all Position Listings to After-the-Fact Payroll.
• Added all Position, Position Type and Position Group reports to After-the-Fact Payroll.

Management/Employee Self-Service

• Added help documentation to web portal.
• Employees can now view their most relevant benefit information in Employee Self-Service.
• Supervisors can now optionally see employee checks in Employee Self-Service.
• Optionally allow supervisors to enter period amounts for direct and indirect employees.
• Add ability for employees to review more information on accrual features including accrual balances, maximums and amount to reach maximums.
• Added print capability to .pdf for Supervisor queries.
• Period entry now uses the new "Max Values" on earnings features.
• The Supervisor approval/entry process validates against the new Max By Day and By Period earnings features values.
• The Supervisor Approval hour entry grid has been streamlined for enhanced user input.
• Use supervisor ESS Configuration option for Accrual Balance query.
• Added main email address to the employee contact query.
• Employees can now see more information regarding pre-tax features including both employee and company contribution amount, percents and maximums.
• Made multiple changes to the Accrual query to display more information and for a better look and feel.
• Pay information will be hidden unless the default settings are unchecked on the supervisor.
• Added a Reset Defaults button for Supervisor approval of time entry. The reset will default the hours defined in Maintain Employees.
• Added a multi-select drop down for finer control over features included in the Supervisor Approval grid.
• Added an Event Calendar to the home page of Employee Self-Service. The events can be predated and are created in System Manager Maintain Company Events.
• Added sorting options for Emp ID, Last Name, Department, location and Position.
• Certifications Expired web query has been added to Employee Self-Service.
• Added report for Accrual Balances web query.
• Added report for Contact Information web query
• Added report for Employee Earnings & Costs web query.
• Added report for Employee Feature Hours web query.
• Added report for Performance Review Scheduled/Overdue web query.
• Added report for Raises Scheduled/Overdue web query.
• Added report for Exams Taken web query.
• Added report for Training Classes Attended web query.
• Added report for Training Classes Enrolled web query.
• Added report for Certifications Expiring web query.
• Added report for Employee Birthday & Anniversary web query.
• Added report for New Hires web query.
• Added checkbox based controls for more accurate filter options.
• Negative values can now be used in period time entry.
• Negative values can now be used in time entry.
• Supervisors can now use negative values during entry.
• Add totals to Earnings and Cost Query, Employee Benefits and Enter Hours by Day pages.
• Added an Advanced ESS Daily Time Entry screen with much more detail offered to the Supervisor / Manager.
• Users now have the ability to change the subject for the ESS Change Password email.
• Supervisor can enter time entries for both direct report and indirect report employees.

General Ledger Enhancements

• Added an Enter Quick Transactions dialog to General Ledger After-The-Fact allowing for mass entry of journal entries, receipts, electronic payments, and disbursements in a single grid.
• Provide the ability to edit the year and period in a user-created batch header after it has been saved or unposted in Enter Journal Entries.
• Journal Ledger reports now display the Description along with the Reversing batch information.
• Add a Status selection filter to GL Entry Listings (By Batch) Report.
• Added 12 periods Income Statement (Subtype) to NFP/FMS Financial Statements.
• Added new 12 periods Income Statement to NFP Financial Statements.
• Added a 1099 Reporting tab and fields to ATF Maintain CD Vendors.
• Enter CD Checks will now default the vendor's 1099 type even if the Print Check checkbox is checked.
• On the Grant/Project Detail report added the ability to run the report for all grants/projects but receiving a report for each.
• "Added options to Display: the Consolidation Account, Retaining Earnings/Net Asset Account or Sub Type in the GL Chart of Account Listing."
• Added a new Chart of Accounts (Detail) listing.
• Added navigation buttons to Enter Journal Entries.
• Move the Segment definition into the header of the Income Statement Detail and Subtype (Group by Segment).
• "For NFP, CYMA added the option to Include or exclude the Closing Entry journals on the History Trial Balance Worksheet as already provided in FMS."
• Added a Proof report to the After-the-Fact Enter Quick Transactions dialog.
• The After-the-Fact Defaults tab on Maintain Configuration has been relabeled and enhanced with new defaults.
• Added a CR Customers profile report.
• A Maintain CR Customer Types dialog has been added to GL After-the-Fact.
• Added a CR Customer Types Listing profile report.
• Added user columns to the After-the-Fact Enter Quick Transaction grid.
• Grant/Project Tracking and Job fields have been added to the After-The-Fact Enter Quick Transaction dialog.
• Created a Segment Balancing / Fund (NFP) Listing Report.
• Added a report listing funds (NFP) / segments not used in Maintain Funds / Segment Balancing.
• Moved the Calculate Budgets menu item to the main Process Menu under Period End Close.
• CYMA added an option for updating budgets by a fixed amount.
• "A column for ""all periods"" has been added to the Budget Update Proof report."
• "Added a ""Verify AP Budgets"" option on GL Maintain Configuration, that if selected, will give notice when an expense account's budget is exceeded when saving an AP Invoice."
• "Added an Enter Budget Transactions dialog, which is enabled if this option is selected on SM Maintain Accounting Periods."
• "The new GL Maintain Investments dialog allows companies to record company/organizational investment data (investment type, purchase date, maturity date, stock symbol, purchase value, current value and more)."
• Added a GL Maintain Investment Type table for use in classifying Investments.
• Added an Investment Type Profile report.
• Added an Investments Listing report as part of the new Maintain Investments tracking.
• Added an Investment Analysis report with many filters and grouping options.
• Added an audit file to track changes made to Investments.
• Added an Investment Audit report to report changes made to investments.
• CYMA will prevent updating the original and revised budgets in Process Calculate Budgets based on budget transactions options selected for the year in SM Maintain Accounting Periods.
• Added Account Description Column to Quick Budgets Grid.

Human Resource Enhancements

• Added an "HR - OSHA Injuries/Illness" tab to HR Maintain Employees.
• Added a Maintain Company Property dialog for identifying property that will be issued to employees.
• When changing key information in Maintain Rate Tables a message appears listing those benefits that use this rate table and could be effected.
• Added an employee/certification status report
• The Employee Emergency Dependent Contacts Listing has been updated with new fields and selection filters.
• Added the ability to track employees who declined benefits and reason for the decline in Maintain Benefits
• Added a "Add Core Benefits" button to the HR - Benefits tab of HR Maintain Employees, which when pressed will add any core benefits not already added for this employee.
• Added Client ID as a data source to Maintain Benefit Rate Tables
• Added Employee Participation terminology on benefit to Benefit Listing.
• CYMA no longer performs an eligibility check when dropping an employee from a benefit.
• Add a "Calculate Bi-Weekly Amounts as 24 Pay Periods" option to Maintain Benefits for calculating a benefit's deduction amount based on 24 pay periods instead of 26 for bi-weekly employees.
• Added Skill ID as row and column data sources to the Earnings Rate Table.
• Added a Maintain Property Groups table for classification of company property.
• Added a Property Groups Profile report to HR.
• Added a Maintain Property Types table for further classifying company property.
• Added a Property Types profile report to HR.
• Added a Company Property profile report to HR.
• Added a HR Enter Issue/Return Company Property dialog.
• Added an HR Enter Company Property Inquiry dialog.
• Added a "HR - Company Property" tab to HR Maintain Employees.
• Added the ability to capture all the required information for OSHA reporting in Enter OSHA Injury/Illness.
• Add a "OSHA Injuries/Illness default options to HR Configuration for Beginning Case Number and Incident Report Hire Date options.
• Added a Maintain Injury Locations table for OSHA incident reporting.
• Added an Injury Locations profile report to HR.
• Added a Maintain Injury/Illness table for OSHA incident reporting.
• Added an Injury/Illness Types profile report to HR.
• Added a Maintain Injury Objects table for OSHA incident reporting.
• Added an Injury Objects profile report to HR.
• Added default Industry Classification SIC and NAICS codes to HR Maintain Configuration for use on Maintain Locations and on OSHA form 300A.
• Added a Maintain Physicians/Health Professionals table for OSHA incident reporting.
• Added a Physicians/Health Professional report to HR.
• Added a Maintain Injury Treatment Facility table for OSHA incident reporting.
• Added an Injury Treatment Facility report to HR.
• Added a Work-Related Injuries and Illnesses (OSHA Form 300 & 300A Equivalence) report.
• Added a Summary of Work-Related Injuries and Illnesses (OSHA Form 300A Equivalence) report.
• Added an Injury and Illness Incident Report (OSHA Form 301 Equivalence) report.
• Added a OSHA Injury & Illness Privacy Concern List.
• Added an Enter OSHA Injury Inquiry dialog to HR.
• Added a Maintain Decline Coverage Reasons table to be used when either declining coverage or dropping a benefit.
• Added a Benefits Decline Coverage Reasons profile report.
• Added a "Reason ID" column to the HR - Benefits tab on HR Maintain Employees to specify the reason this employee is either declining coverage or dropping a benefit.
• Added "Payroll Feature" as a filter in the enrollment screen on Maintain Benefits.
• Added a "Core Benefit" field to Maintain Benefits that identifies this as a benefit that should automatically be added by the system when adding a new employee.
• Active" is now the default status when viewing employee detail in Maintain Positions.
• Removed the Coverage Group ID column from the Enrollment grid in Maintain Benefits and now validate Group Type ID based on the rate table.
• Added a Core Benefit flag to the Benefits Listing.
• Added Client ID to Maintain Benefits as an eligibility criteria and in the main tab for querying the Benefits Cost Balance file.
• CYMA now always allows an employees $0 contribution to be pushed in Process Update Payroll from Benefits.
• Added a "2 Year Degree from a 4 Year College" degree earned value for comparing the applicant's credentials to the job opening's requirements.
• Added a "$ Changed" column to the HR - Career Activity tab of HR Maintain Employees and displays the difference between the old and new pay rates.
• Added a "Return All" button to Enter Issue/Return Company Property for returning property en masse.
• Added a "Costs" tab to Enter OSHA Injury/Illness for tracking detailed costs.
• Added a Company Injury Costs report to HR.
• Added the ability to start processing the PR deduction prior to the employee's enrollment in the benefit
• Added 4-digit precision to values in the Maintain Benefit Rate Tables grid.
• Greatly streamlined the View/Enroll/Update Employee enrollment grid on Maintain Benefits by adding sorts, user columns and a Copy Value button
• Renamed and moved the Employee Benefit Tab Listing and added more filters and a Declined Date column.
• Added an Anniversary Date option to Accrual type benefits when the Accrual Amount option is selected and the "Hours - Flat Amount Reset" or "Hours - Flat Amount Add" sub-option is selected.
• The Benefit's ID, Description and Effective Date now display in the header of the View/Enroll/Update Employees dialog on Maintain Benefits.
• The Elected Amount column is now totaled and added a Min and Max amounts and percentages entered by the user in this enrollment grid on Maintain Benefits.
• Added 4-digit precision to values in the Maintain Earnings Rate Tables grid.
• Various reports have been updated to reflect the new "2 Year Degree from 4 Year College" degree earned value.
• Added the existing HR Enter Employee Cost Inquiry to the PR module.
• Added an Open Enrollment Status Report. This report groups and gives a count of employees that fall into one of six statuses (Enrolled, Eligible, Not Eligible, Declined, Dropped & No Action) as of a user-specified date.
• Added Client ID to the HR Employee Listing.
• Added the ability to copy the Employee's "Career Status" with the Copy Feature.

Inventory Control

• Added a "Create AP Invoice" option and an email field to Maintain Configuration for optionally creating an AP Invoice upon posting an IC Receipt if originated from the PO module.
• Added an Invoice Number and Date fields to IC Enter Receipts in order to create an AP Invoice.
• Added a Vendor ID, Name and Invoice Number to the header of the IC Receipts Proof if creating an AP Invoice.
• CYMA will alert the user when a receipt brings the negative quantity-on-hand to positive and has a different unit cost than on the negative cost layer.
• Added Product Description and other fields to the Transfer pick ticket.
• The IC Stock Status Report now includes totals.
• Added a warehouse recap page on the FIFO Cost Layer report.
• Added a warehouse recap page on the LIFO Cost Layer report.
• The Quantity, Price and Unit Cost columns have been expanded to show and calculate based on 4-digits to the right on the BOM listing.

Job Costing

• Added a Job Listing (Summary by Base Job) report that rolls up all costs of a base job.
• Added a reminder in the footer to post transactions in all modules prior to creating invoices.
• A "Find Now" Selection Criteria has been added to Process Reopen/Close Jobs.
• When adding a Job, the user is now warned if the customer is on credit hold or has overdue payments.
• Added default "Invoice Direct Labor By" options to Maintain Configuration.
• Running the proof or creating invoices from Process Prepare Invoices will generate a warning if the customer is on credit hold or has overdue payments.
• Running the proof or creating invoices from Process Multi-Job Invoicing will generate a warning if the customer is on credit hold or has overdue payments.
• Added a reminder in the footer of the Process Multi-Job Invoicing dialog to post transactions in all modules prior to creating invoices.
• Added Customer ID, Name and sort options to Enter Labor Batches.
• Added a display-only Customer Name field which appears when highlighting a single row in the Multi-Job Invoicing grid.

Payroll

• Payroll Departmentalization (Cost Distribution) now handles more than one GL segment as defined on Maintain Payroll Configuration and Maintain Employee Departmentalization.
• Certain features can now be excluded from departmentalization as defined on Maintain Configuration.
• Added an optional Vendor ID at the Employee level on Other Deductions.
• Added "Find Now" selection criteria and multiple sort options to the Copy Feature in Maintain Employees.
• Added an "Enter Employee Status Inquiry" dialog with Export to CSV capability.
• Added an optional check box in Payroll Enter Adjustments to view or edit Inactive features.
• A "Restore Check Entries to Current Period" option has been added to Enter Void Checks, which if selected will make the payroll entries available for reprocessing without having to reenter.
• Added "Max Value" limits for entry of hours/pieces/sales in the Employee Self-Service in Maintain Configuration
• Added "2 Year Degree from 4 Year College" value added in the Degree Earned list on Maintain Configuration. These values can be used when matching an applicant's credentials to an opening's requirements.
• Added a Employee List Summary Report with primary grouping options and primary & secondary sorting. Report contains static employee information plus current hourly rate.
• Added a "New Employee Count" report with multiple grouping options and Count By options.
• Changed the Exempt flag to be a radio group instead to make it clearer when it's unchecked what it means.
• Added "Actuals" and "Only Miscellaneous Charges" as a Calc Methods plus added Fixed Fee per Employee and Miscellaneous Charges grids to Process Client Billing."
• The system remembers the Calculation Method (Forecast, Calculated, Actuals or Only Miscellaneous Charges) from the last time an invoice was created.
• Added a "Notify If Hourly Rate Changes" option to Maintain Configuration, which if selected will notify the user if the employee's hourly rate was changed in: Enter Time Entry; Enter Payroll and Enter Quick Payroll.
• Provide a SUTA grid in Maintain Clients for each work state this client has employees in.
• Added an Employee Override Description field on the Other Deduction features.
• Retain the user's manually entered hourly rate regardless of whether the Job ID is changed in Enter Quick Payroll.
• Process Create AP Invoices will now use the feature's long name.
• SUTA rates now accept 10 places to the right of the decimal in Maintain Clients.
• Printing checks will now use the Employee Override Description defined on Other Deduction type features on Deposit Advice check formats.
• Substitute the "Employee Override Description" field added to Other Deductions on Maintain Employees to several employee reports currently using the feature's long name.
• Added a notification on Maintain Employees if the employee's state of residence varies from the default work state or the state id chosen on state tax type features.
• Added a payroll Company Status report listing payroll frequencies and their related fields plus selected Quarterly, Annual and State Prerequisite reports.
• Added demographic fields to Maintain Locations to fulfill OSHA reporting requirements.
• Added a "None" option to the Benefit Plan Test - Compensation Type field on Maintain Employees. This will also be the default value.
• Added new PR Maintain Location demographic fields to the profile listing.
• An "Hours Per Day" field was added to the Employee Self-Service tab on Maintain Configuration. The value entered is used to calculate accrual days in a Employee Self Service (ESS) query.
• Added an optional Employee Total section to the PR Beginning Balance Report (PrBegBal.rpt) combining the QTD YTD breakout.
• Added a Billing tab to Maintain Billing Configuration that provides default values (products, summary markup percent, Fixed Fees per Employee and Miscellaneous Charges) when adding new Fiscal Agent or Professional Employer Organization (PEO) clients.
• Added a "Feature" tab on Maintain Clients for specifying which features are billable to the client.
• Added the new feature-level detail markup percentage logic to Process Client Billing.
• Added an option to "Bill Markup and Fees Only" and not the actual payroll on Maintain Client Billing Configuration.
• Added a warning in Enter Payroll, Time Entry, and Quick Payroll, if the entered value is more than the new Max Period value established in Maintain Configuration on hourly features.
• Updated the Client Information report with new fields and grid values.
• Changed the "Demographics" tab on Maintain Employees to "Verifications.
• Added a warning if an hourly rate change occurs in Enter Payroll, Manual Checks, and Quick Payroll if this option is selected on Maintain Configuration.
• Salary/Pay History tab on PR Maintain Employees now includes a "$ Changed" column showing the difference between the old and new pay rates.
• Added a "Check SSN Prior to Save" option on Maintain Configuration when tabbing off this field on Maintain Employees.
• Added a new Summary Option for PrLITWs report with 3 levels of detail: Check, Employee and Locality.
• ESS Time Entry now provides three options: Daily Entry - Basic, Daily Entry - Advanced and Enter by Period. The option selected here will then default when adding employees.
• Added a Garnishment Test report. This report can be used to determine what the maximum amount to garnish should be.
• CYMA now allows for limited editing of an employee who has current payroll entries.
• Changed Post to PR process to skip specific user selected features from being departmentalized.
• Added more groupings/filters to the time entry report.
• Added Employer W-2 values for the employee to the W2 Profile.
• Added Company Paid %, Company Per Period Amount and GL Debit account fields to employee Local Withholding Tax Features.
• Add totals for each valid Box 12 code type to end of the W2 Proof report.
• Added Department, Location and Client ID as selection criteria for importing Web Time Entries by Day, by Period, and process Post Time Entries to Payroll.
• Add new columns, more grid sorts, counts and totals to the Calculate Payroll tab.
• CYMA now calculates the employer's share of local withholding tax features.
• Added a GL Debit Account field to Local Withholding Tax features.
• Added new fields on Local Withholding Tax features to the Employee Earning and Deductions Profile report.
• Added a Maintain Client Groups dialog for classifying Clients.
• Added Attachment, Notes & Custom tabs to Maintain Clients plus made multiple dialog layout changes.
• Added options for a High-Water Mark and Minimum No. of Employees to the Client Flat Fee Per Employee invoicing option.
• Added logic for calculating the number of employees to bill based on Fixed Fee Per Employee options in Process Client Billing.
• Added a drilldown to Pr Proof (Summary) to show Each Employee's total for a feature.
• AR Customers are automatically created from Maintain Clients if all customer required fields are satisfied on the client record and AR Maintain Configuration.
• If using Clients the Process Calculate Payroll will use SUTA Employer and Employee Rates from the Client.
• Added an Enter Check Status Inquiry dialog with an option to include history plus View Detail and Export to CSV capability.
• Added Hire and Start Working Date filters to the Employee Earnings & Deductions Profile report.
• Changed the Pay Frequency dropdown on all dialogs and reports filters to be sorted alphabetically by name instead of by the order they were entered.
• Added multiple new fields and features to Maintain Client Billing Configuration including a Bill Markup and Fees Only option, a Flat Fees per Employee grid with High-Water Mark & Minimum Number of Employees to Bill options, and a Miscellaneous Charges grid.
• Added tax feature markup options and an optional markup percent to Maintain Client Configuration and Maintain Clients.
• Added: Actuals as a calc method, tax feature markup calcs, and other enhancements to Process Client Billing.
• Added Client Group ID as a selection filter on Process Payroll Forms, Process Client Billing, Process Employee Wage Change, and Process Calculate Payroll.
• Added Client ID as a sort for printing checks.
• Greatly simplified Maintain Wage Calculations for better readability.
• Use the Vendor ID on the employee's Other Deduction if established when creating AP Invoices.
• Added the calculation method to the Employee EFT listing.
• Added "Summary by Employee" as a third Process Calculate Payroll Proof report option.
• Added an Enter Employee Feature Status Inquiry dialog. Data can then be exported to a .csv file.
• CYMA now displays a message when saving a new Pre-Tax company feature regarding the importance of verifying the proper Wage Calc setup.
• Added an Earnings by Date Range report.
• Added Primary and Secondary Grouping options to the Current Check Register.
• Added a Billing Configuration profile report.
• Added Client ID as a filter to the Find Employees function on Maintain Supervisors.
• Added a Client Billing Configuration Features Report.
• Moved the EFT - Recreate eFile from the Enter menu to the Process menu. Also added a "Find Now" front-end with multiple selection criteria and an Include Batches with EFT Entries option.
• Most Quarterly reports can now be filtered by Employee ID.
• Added a Distribute Salary Based Upon Hours flag to Maintain Employees.
• The "Generate" step in Process Calculate Payroll will now calculate an "effective hourly rate" based on actual hours worked for salaried employees using the distribute salary option.
• Add a new "PEO/PSO Reports" payroll report category.
• Added a Payroll Cash Requirements report to the new PEO/PSO report category.
• Added a Proof report to the new Process Electronic Funds Transfer - Recreate eFile dialog.
• Add Reporting Class (W-2 or 1099) filter to the Payroll Journals.
• Added new options on Maintain Employees to define the time entry option for ESS.
• Modified the Invoice Summary proof report on Process Client Billing to better reflect what will be on the invoice.
• Added an Employee Count proof report to Process Client Billing.
• Added ability to print batch reports as soon as checks have been printed if the Batch Printing option is selected on Maintain Configuration.
• Notify only if a Social Security Number isn't entered when adding a new employee.
• For reporting purposes, Termination Date is required when the employee status is changed to Retired.
• Added Tax Percent of Earnings and Benefit Percent of Earnings values to the Employee Cost Inquiry dialog.

Purchase Order

• Added Navigation buttons to Enter Purchase Orders.
• When copying a Purchase Order, CYMA rereads the vendor record for any changes to the Vendors email address.
• Enable the Edit and New buttons in the Sales Order fields on Enter Purchase Orders provided the user has permissions to the Enter Sales Orders dialog.

Sales Order

• Added the "Scheduled Ship Date" from the sales order line to the Insufficient Stock report.
• Added Navigation buttons to Enter Sales Orders.
• "When selecting the ""Ship Completed Orders Upon Save"" option on Maintain Configuration, users can further specify whether to use the accounting date or the scheduled ship date from the individual order lines as the shipment date."
• When shipping complete In Enter Sales Order the program will honor the new configuration option selected for what shipment date to use.
• Enable the Edit and New buttons in the Internal Purchase Order field on Enter Sales Orders provided the user has permissions to the Enter Purchase Orders dialog.
• The Payment Type field is now a browsable field on the Sales Order.
• Added Payment Type as a selection filter in Process Post Payments.
• Process Post Payments to AR will now create an EFT file when Sales Orders has an EFT payment.

System Manager

• General Import now allows for browsing on required fields that have constant values.
• The Registration messages direct users to the website with a clickable URL.
• General Import for AP invoices will default the expense account from the vendor if the product doesn't have an expense account defined.
• The General Import of PR Adjustment now allows import of inactive employees and features.
• Added import for GL Account Segment Names.
• Added "Dollars" as an allocation type, which can be used in Accounts Payable for such things as travel reimbursements.
• Non-tax expenses no longer allow "Prompt for Amount" in the PR Transaction import.
• New Industry Classification information has been added to the General Import for Payroll Locations.
• Added a Processing Category dropdown field to Maintain Companies for identifying the type of payroll company: Standard, PSO (Parent & Client), PEO or Fiscal Agent.
• Maintain Company Events is now available for posting and managing Company Events displayed in Employee Self-Service.
• The copy feature on Maintain Products will no longer copy the vendor's product id.
• Birth date is now verified to ensure date is earlier than start date, hire date and the current accounting date in the Employee and Employee - Demographics imports.
• A batch of tax features can be imported through General Import (FIT, FUTA, SS, MED and SUTA).
• General Import for Other Deductions updated with additional fields new to CYMA 13.
• A Warehouse ID is no longer required in the Sales Order import if the IC module isn't configured and installed.
• Maintain Funds/Segment can now be imported through the General Import.
• The PR Time Entry import now has a warning if the entered value is more than the new Max Period value on the feature in Maintain Configuration.
• Activity Date can now be imported through the AR Invoice General Import.
• General Import for Pre Tax Deductions updated with additional fields new to CYMA 13.
• Multiple email addresses can be used in the Purchase Order General Import.
• Added an import for Employee Emergency Contacts.
• Added a General Import for GL accounts on Payroll Features.
• Added GL Diagnostic reports (Current & History) to test for deleted batches with transactions.
• Added the ability to print to a file in System Print Batch Reports.
• Added a Sales GL account to the renamed "Product Pricing" tab on Maintain Customers. See the AR & SO tutorial on the Sales Account Default Hierarchy.
• Added an E-mail field and button to the Maintain User dialog.
• Updated the Client import with new fields.
• Added an import for GL budget transactions.
• Added Misc. Payment and Credit Account fields to the Quick Payment import.
• The PO import will now use the Unit Cost in the import if not equal to $0.0000. Otherwise, it will default from the vendor cross-reference then from the product.
• Added Company ID Code Designator field on EFT tab of Maintain Banks.

Other Enhancements

• Updated Control Center to allow for better saving of user preferences (menu positions, favorites, popular items).
• Changed the installation routine to recognize the Pervasive V11 client and workgroup installs.
• Added ability to import registration codes stored in a CSV file.
• Updated the eDesk tutorial on PR Cost Distribution (formerly Departmentalization).