Version 5.31.7.0 will be distributed to all SmartFusion customers. For convenience, these release notes will summarize all changes since version 5.22.15.0


Features and Enhancements

Accounts Payable

Business License

  • Changed format of the standard blank application and the standard application to allow for more lines to be displayed from the rate tables and fixed charges on a single page | CSWISFBL-486

Fund Ledger

  • Updated the default Budget Report portrait layout | CSWISFFL-226

Insurance And Benefits

Payroll

  • Added Payroll System File options to support the Additional Medicare Tax | CSWISFPR-918
  • Added first & last name field dependency to new employee creation | CSWISFPR-1052

Tax Collection

Utility Billing

Addressed Issues

Accounts Payable

  • Fixed a display issue on the Vendor Activity Report with the 'Include only 1099 invoices' checkbox. | CSWISFAP-377

Accounts Receivable

  • Modified the ‘Transaction Inquiry’ report to include exclude transactions from other modules; thereby only displaying Accounts Receivable type transactions | CSWISFAR-201
  • Corrected an issue created when applying unapplied payments using open items method | CSWISFAP-206

Business License

  • Modified the ‘Enter/Edit Occupational Tax > Print License’ to print the proper Expiration date | CSWISFBL-527
  • Resolved printer driver application error generated when printing renewal applications | CSWISFBL-542
  • Corrected an error message indicating a field name is not known when running the ‘Delinquent Account Processing’ report | CSWISFBL-551
  • Modified the ‘Delinquent Account Processing Second Notices’ to include the everify id | CSWISFBL-552
  • Corrected an issue generated when saving rate tables | CSWISFBL-553

Budget Prep

Business License

Insurance And Benefits

Payroll

  • Fixed an issue with the Accumulate Leave rounding leave to two decimals instead of four.
  • Fixed an issue with the Time Clock Plus Leave Import
  • Fixed an issue with Exception Employees being excluded from the Payroll Register | CSWISFPR-1099
  • Removed local wages on payroll register for clients not utilizing local wage tax | CSWISFPR-1007
  • Eliminated application error when running ‘Affordable Care Act report’ | CSWISFPR-1048
  • Corrected an issue with local wages for multiple agencies not printing on W2s - PA Clients Only | CSWISFPR-1056
  • Modified W2 Electronic file export for Illinois and Pennsylvania | CSWISFPR-615
  • Modified W2 Electronic state file export path | CSWISFPR-627
  • Resolved an application error generated on ‘Quarterly Tax Report’ when employee wages are 0 within criteria period selected | CSWISFPR-1038

System

Tax Collection

  • Fixed an issue with the acreage and millage rates not displaying correctly on Tax Notices
  • Corrected an issue on the Tax Digest Report not filtering properly by Class Strata
  • Fixed speed issues in the Enter/Edit Property Master screen
  • Added new columns on Unpaid Balance Report and improved the speed of the report
  • Fixed issues in Delinquent Tax Report that was causing rollbacks not to function properly
  • Fixed issues in Delinquent Cost Report where the delinquent date was not being used to calculate costs and increased the speed of the report
  • Improved the speed of the Tax Deferment Report
  • Improved the speed of the Highest Payers Report
  • Improved the speed of the Under Appeals Report
  • Fixed an issue when printing Tax Notices where the bill date would get overwritten when performing a notice reprint | CSWISFTX-1333
  • Fixed an issue where update numbers were duplicating while running the Tax Interest Report and also fixed an issue where the subject to penalty balance was not correct | CSWISFTX-1331 & CSWISFTX-1447
  • Fixed multiple issues on the Enter/Edit Property Master Detail by Tax Year screen | CSWISFTX-1382
  • Modified the Enter/Edit Property Master Property Detail screen to display the tax detail of the highlighted tax year | CSWISFTX-896
  • Reformatted the ‘Unpaid Balance Report’ to new SmartFusion layout including a separation of Interest and Penalty | CSWISFTX-1081
  • Modified the ‘Unpaid Balance Report’ Include unpaid balance maximum amount criteria to default to 999999999.99 rather than 0.00 Max | CSWISFTX-1081
  • Corrected an issue with overpayment transaction codes not being used when the system file is set to use a separate transaction code | CSWISFTX-1269

Utility Billing

  • Added a configurable delinquent date on the Delinquent Report/Late Charges when running delinquents by Bill Date. This was also corrected under the AR Processing menu
  • Fixed an issue with the finalized date filter on 'Billing Wizard' which caused excluded 'Pending Finalized'customers to appear on some of the billing reports
  • Fixed an issue where the Rate Table Parameter could not be saved unless a tax rate was entered
  • Fixed an issue that would not allow a user to change the start date on the Enter/Edit UB Customer Location Tab if only one customer ever resided at the location
  • Fixed an issue where 'Adjustment Codes' on a Rate Table were being charged more than once in the bill run wizard when a meter replacement was performed
  • Corrected an issue with zero amount transaction codes that should have been removed after the Utility Bill Print process were not being removed
  • Corrected an issue when running the Delinquent Report/Late Charges by delinquent date | CSWISFUB-1869
  • Modified the Finalized Customer Report to exclude transactions from other modules | CSWISFUB-1699
  • Modified the handheld upload process to not update meters when serial numbers are not found | CSWISFUB-1707
  • Modified the delinquent report program to ensure bill dates are being properly added to late fees | CSWISFUB-1746
  • Corrected two ‘Billing Wizard’ issues generated when the bill run is processed for ‘Final Bills Only’: 1) Final bills would not include ‘Final Bill’ verbiage when bill date was the same as the finalized date 2) the final bill date would not update on accounts whe the ‘Installed service date’ fell in between the last bill date and current bill date. | CSWISFUB-1147
  • Increased the bank code for bills to 5 characters | CSWISFUB-1756
  • Added option to include disconnect amount in OCR line on bills | CSWISFUB-1756
  • Modified the ‘Meter Reading Exception Report’ to report exceptions on vacant locations only when the account status is ‘Vacant’ CSWISFUB-1665

Releases Note Reference

Version 5.22
Version 5.23
Version 5.24
Version 5.25
Version 5.26
Version 5.27
Version 5.28
Version 5.29
Version 5.30