Invoice Status Inquiry feature has been enhanced to include Vendor ID, Invoice Number, Invoice Date, Posting Date, Remit ID, Invoice Description, Terms code, Pay Date, Purchase Order, Due Date, Discount Date, Discount Taken, Hold, Reference, Update IC, Allocation ID, Invoice Total and Invoice Balance
Invoice Status Inquiry feature now allows users to export to a CSV file
A new F6 “Hotkey” has been added to the Enter invoices screen to show a history of all or the past 5 invoices for the vendor
A discount due date has now been added to the Process Select Invoice selection screen
A new filter has been added to the Check Register for “Check Mode” Standard, Voided, Manual or Application
The Maintain Vendor Type function has been enhanced to include more field options that can then be used as defaults for all vendors or specific vendor types
The Maintain Vendor Type feature has been enhanced with an “Update Vendors” button which allows users to copy select row values to all vendors that have that specific Vendor Type
Users can now attach documents to Invoices in the Enter Invoice system
The print 1099 proof report now includes the vendors address and 1099 type
Accounts Payable invoices that reference a CYMA PO now defaults the Vendor’s 1099 selection
New report pre-processing filters out vendors with no activity
New audit trail for Accounts Payable invoices
Accounts Receivable Enhancements
A new F6 “Hotkey” has been added to the Enter Invoices data grid so that you can instantly view past invoices for the customer for selected product ids
To alleviate data entry errors and to decrease data entry time, a “Default Invoice Type” has been added to Maintain Configuration
The Enter Status Inquiry feature has been enhanced to include “Invoice Status” which allows users to filter by entered, manual, printed, voided, credit and credit manual invoices
The Enter Status Inquiry feature now includes a filter for Customer PO number
Invoice Status Inquiry feature now allows users to export to a CSV file
The columns that appear within the Invoice Status Inquiry can be configured to optionally show Invoice Number, Type, Invoice Date, Post Date, Terms Code, Due Date, Invoice Status, Customer Id, Ship To, Sales Rep, Tax Category, Hold, Sales Order Number, Customer PO, Ship Via, Job, and more
A new filter for “payments summarized by Invoice line” has been added to the AR Detail Ledger(s)
A “Permissions” tab has been added to the Maintain Sales Rep to include permissions for AR invoice entry, Sales Order Entry; ability to change default salesperson when entering an invoice or sales order
An optional field for email address has been added to the Maintain Sales Reps tab
The Payment Register now includes the Bank ID and Name
The Maintain Customer Type function has been enhanced to include more fields that can then be used as defaults for all customers or specific customer types
Post Payments to GL filter now includes Deposit Number, Deposit Date, Bank ID and User
The default General Ledger account on a customer will now default into the enter invoices grid
The Maintain Customer Type feature has been enhanced with an “Update Customers” button which will allow users to copy select row values to all customers that have that specific customer type
Invoices that are checked to be emailed can now be previewed prior to sending
Enter Quick Invoices now allows users to include Invoice Number, Ship to ID, PO, Terms Code, Sales Rep, Invoice Date, Posting Date, AR Account Description, Price Code, Disc Pct, Tax Amount, Job, Cost Code, Sales Account , Sales Code, Freight, Freight Tax Amount, Trans Class 1 & 2
All Print Ready forms have been cosmetically enhanced
Period end close now looks at the invoice date opposed to the posting date when determining if there are invoices to post to Receivables or General Ledger
The Accounts Receivable Volume Billing Profile report has been enhanced
After-the-Fact Payroll Enhancements
A new check box for Social Security Verification
A new check box has been added to indicate whether the employee is eligible for the Hire Act
You can now enter client payroll checks into a closed year
The employee list report has been enhanced to include many more filters
Bank Reconciliation Enhancements
Support of QIF and QFX file formats for importing bank transactions
Bank Reconciliation transaction proof listing now shows transactions in order of entry
General Ledger Enhancements
New 12-period columnar Income Statement
1099 Selection added to General Ledger After-the-Fact CD Checks
FASB Reports for the Not-For-Profit edition were enhanced to include Sub-Type Grouping
The Batch Status Inquiry function has been enhanced to include columns for Batch ID, Record Type, Status, Journal, Origin, Year, Period Number, User Reference, Description, Trx Count, Balance, Date Posted, Reverse, Reversal Period, Reversal Year, Reversing Batch ID and Unposted
General Ledger and Historical Trial Balance reports have been enhanced to remove closing entries
A new search box has been added to the Maintain Quick Chart of Accounts screen so that users can easily jump to a specific account.
List of Budget Amounts report now includes an option for Actuals
Income Statement Detail reports can now be grouped by segment
Income Statement Subtype reports can now be grouped by segment
Human Resources - NEW
Benefits Management
Unlimited Benefit Plans
Supports all major benefit types: Medical/Dental, 401(k), FTO, Allowances, FSA, Insurance, Disability and more
User defined rules for calculating employer costs, employee share, employer share
User defined rate tables
Eligibility rules
Start of benefit rules
Group or individual add/drop/change
Benefit Balance files maintains month-by-month totals by Benefit for employee share, company share, total cost by employee
Complete Payroll Integration with user control over Payroll update process
Easy modeling of impact on benefit rate changes
Automatic Pay Frequency translation of benefit costs
Credentials Management
User defined employee Certifications and Licenses
Track required CEU’s, Exams and Classes for Certifications
Maintain instructor lists; training location information
Tie Training Classes to Certifications and Licenses
Track Employee Exam Results
Positions, Openings and Applicants
Establish unlimited Positions and assign employees to Positions
Assign EEOC Job Categories to Positions
Track salary/pay grades and industry pay data by position
Establish requirements and qualifications for each position
Track pre-employment verification activities by position
Weighted Average Performance Review system individualized on a per Position basis
Create and track unlimited Openings for each Position
Track recruiter performance; establish rules and procedures for each Opening
Store job-board posting information for each Opening
Establish Opening specific list of Requirements and Qualifications
Automatic scoring of Applications based on Opening requirements
Applicant Database
Financial Reporting – CYMA Business Insight
Powerful yet easy to use Excel based reporting on Payroll and HR data
Unlimited templates
Access to Employee Amount, Company Amount, Employee Hours for all PR features
Automatically pull information from payroll system by year, department, location, month, quarter, employee, position and more
HR Alerts
Automated alerts based on any HR/PR field values
Schedule alerts to run at any frequency
User defined recipient(s) of Alert email messages
User defined content (reports, etc.) to accompany alert emails
Inventory Control Enhancements
In “Enter Builds” users can now decide which Inventory build component lines get populated with the default JC cost code
There is a new “Status” field on the Enter Builds screen to show whether the build is open or not
The Stock Status Report now includes a “Quantity on Hand” filter
There is a new Inventory Serial Number History Report that includes quantity totals for each product
Under Process Create Purchase Orders there is a new logic to optionally include backorder quantities from sales orders
Ability to send email alerts to buyers and sales representatives when purchased and/or backordered products have been received into inventory
You can now reuse a serial number that was returned to the vendor for repair and then received back into inventory again
The IC Physical Count Worksheet now includes the Product’s SKU/Selling unit of measure
New alert message during Enter Receipts when the receipt date is earlier than the Purchase Order date
The serial number dialogue in Enter Receipts will now adapt to a product whose UOM conversion factor is greater than one
A new Backorder receipt report will be attached to the email being sent to the Sales Representative when posting an Inventory receipt
Job Costing Enhancements
Three new reference fields have been added to Maintain Jobs
Users with view only permissions may now have access to the View Details button on Maintain Jobs
New Budget Estimate Purchase Report for jobs budgeted by cost type
New “Use Certified Rates” flag under Maintain Jobs
New “Billing Group” box has been added to Maintain Jobs to allow for new Multi Job invoicing feature
New Financial Overview in Maintain Base Jobs
New Job Audit Report filtered by Job, Sub-Job, Phase and Audit Date
New Customer Ship-To Location Field is now on the base job that will default onto all sub-jobs of the base job
New Invoiced to Date/Total contracts% added to Maintain Jobs
New Unit Cost Variance print option added to the Job Budgets by Cost Code and Cost Category
New process that allows for invoicing multiple jobs at one time
New Activity tab now available on the Maintain Base Jobs that shows all activities associated with all sub-jobs
Now you can automatically create a purchase order for Job Estimates
New Attachments tab on Maintain Base Jobs which allows for the attachments of any file or link
New budget estimator available for the cost type budget
Summary and Units Cost Variance reports for “Budgets by Cost Type” grid and “Estimator” grid
New Estimated Units and Completed Units columns on the Job Cost Budgets costs codes, cost category and cost type
New “Create JE for Labor Batches” check box
New columns added to the product and labor tabs in Maintain jobs for Quantity, Extended Rates and Auto Invoice
New columns were added to the enter labor batch entries for Skill ID, Extended Rate, and Description.
An optional Sales Rep filed has been added to Maintain Jobs and will default in from the customer id, if one is selected
Added the ability to copy a base job
You can now budget Sub-contractors by product and skill
Payroll / Employee Self-Service Enhancements
New Proof Report for daily time entry import to the Employee Self-Service Portal
Time entries can now be imported to the Employee Self Service portal by period
New Import Proof Report for Period based Time Entries
New Maintain Supervisor Table allows you to denote all employees who report to a supervisor
New “Time Status” filter has been added to the Payroll Employee Listing report to show whether an employee is full time, part time or seasonal
New “Feature Assignment Report” provides a list of which employees are assigned a Payroll feature, or which employees do not have a specific feature
New filter for “Client ID” when creating the AP tax liability invoice; Client Billing is required
New “Supervisor Listing Report” shows an employee’s ID, Name, Location, Department, Position, Status and their respective supervisor.
New “resend pin” button for Employee Self Service system
Employment Information tab now includes a new “Career Status” table
Personal Information tab now includes Military Service and Education Level fields
New “Demographics” tab includes I-9, Benefit Plan Testing, Drug Testing, and Security information fields
New “Emergency & Dependent Contacts Table includes Primary Emergency and Dependent contacts
New filter on the “Accrual Feature Balance Report” that allows users to filter on a specific payroll feature
The State Income Tax report now allows users to “Show Check Detail”
New Maintain Union table to track employee Union affiliation
New Report that shows who has been assigned access to the “Employee Self-Service” component
New EEO-1 Worksheet Report
SUTA rate changes added to show on the State Audit Report
Union dues can now be calculated on either hours worked or hours paid
Added new “void filter” to the current check register
Supervisor approval process has been added to the Employee Self-Service import function
The Enter Quick Payroll feature now filters for Client ID, Grant or Project
New 941 Schedule B reconciliation report
Quarterly Earnings Report now sub-totals each earning group
New MICR Stub Stub Check format (MICR check writing is required)
New Maintain EEOC reporting group box under Maintain Configuration
Employment Information tab now includes a new Next Raise Date, Next Raise Amount, Last Raise Date, Next Raise date
Next and Last Review Dates
Purchase Order Enhancements
New "Receive All" column has been added to Maintain Buyers
New Default Buyer ID for Job Cost Budget Estimates
New optional E-mail address to allow for an email to be sent automatically
when posting an IC receipt for a product that is on backorder
New Print and Export to CSV function has been added to the Selected Purchase Orders tab
Users can now copy products & quantities from a Sales Order to a Purchase Order
All Purchase Order forms now include the Vendor's primary phone and fax number
A new “Order Total” field was added to all PO files
Users can now “Receive All” line item quantities in full upon printing a Purchase Order
Sales Order Enhancements
The Product Quantity Inquiry system now has a print function as well as an export to CSV function
Email address field is now available on the Maintain Warehouse screen to allow for emailing of Pick Tickets
The size of the Purchase order field has been increased to 30 characters in the sales order header, sales order forms, packing list and pick ticket
New Sales Order History (By Customer) report
New Sales Order History (by Order) report
New Sales Order History (By Salesperson) report
New Sales Order History (By Product ) report
New Sales Order Form that shows the ordered, shipped and open, regardless of whether the backorder feature is being used.
New Scheduled Ship Date at the line level to help provide a scheduling solution for customers requesting delivery of their order quantities on more than one date
New calculate backorder quantity checkbox that works in conjunction with the backorder processing function. When this option is selected and insufficient stock conditions exist, the values will be used/tracked through Inventory Control, Purchase Order and Sales Order
System now gives a warning when a duplicate PO# is being used
New check box to warn users when a customer PO is being used on more than one Sales Order
Users can now make some changes to a closed sales order including add new lines
New “Calculate Backorders” checkbox. When this checkbox is checked, under Maintain Configuration, the system will display the Backorder quantity when there is insufficient stock to fill the order
Users can now email a packing list during the printing process
Users can now email a Pick Tickets
Freight and freight tax can now be entered on the sales order
The Enter Sales Order Status Inquiry feature has been enhanced to allow users to print and export to a CSV file
Users can now populate a sales order with line items from an existing Purchase Order
Process shipments now includes fields for Ship Via, Count, UOM, Add Variable Ship Weight and Freight Calculation fields
Enter Sales order process now incorporates a new key field for “Customer PO”
The Print Ready Sales Order form now includes a freight amount field
New logic to relieve backorder quantities on shipments
System Manager Enhancements
eDesk has been updated to incorporate a new look and feel and includes the ability to search www.cyma.com
General Import feature was enhanced to include
Optional sales order number field into an AR invoice
Description field to Job Cost Adjustments
A Unit Cost field into Sales Order
Employee Demographics
Product Lines
Cash Disbursements checks
Base Job and Description
GL Accounts for a Job
Import into Quick Payments
CSV Import into the change ID utility for mass changes to Customer, Employee and Vendor ID’s.