Enterprise
New:
- Added a new config called ZipWhip_MessageActionID that controls the message action used when ZipWhip texts are automatically logged as messages on an employee visifile.
- Added the ability to process Authority checks that are outside the current EINC the user is associated with.
- Added a branch dropdown when creating new 1094/1095 worksheets, allowing you to make one worksheet for multiple branches.
Improvements:
- Updated the error message you get when attempting to add Assess on Cloud assessments without a valid license. The error now states “TempWorks API: AssessmentVendorId - The assessment vendor Id of 1 is not active and cannot be used.”
- Modified the CtxnsCalcGP_ByPayRollRun procedure to be similar to the TxnsCalcGPRange procedure in how it uses ACA in determining GrossProfitPCT and GrossProfit. This is to further improve Gross Profit calculation accuracy.
- Reworked linking contacts to messages and merging contact records. This will allow users to be able to search for contacts within the dropdown.
- Modified the LockBox Corrections tab within pay invoices to allow saving with the ‘ctrl+s’ key.
- Previously when saving a document, the document would also open on your local computer and when trying to open a document, you would need to save the document first. Now these functions have been separated so that when saving a document, it will not open on your computer and when opening a document, you will not be prompted to save the document first before opening.
- Removed the “Close Year” button on year end worksheets due to confusion about what it’s purpose was. The button only populated CompletedCloseYearDate and CompletedCloseYear in the PrYear table. This now happens automatically when Step 6 is completed. The status column in the year end selection area has also been modified to display completed instead of closed.
- Improved how assessments are updated after an Employee/Applicant complete their assigned assessments.
Fixes:
- Found and corrected an issue where payroll could've been processed at a hierarchy level that wasn't allowed.
- Fixed an error that would occur when deleting a recurring partial availability record.
- Fixed employee name truncation errors in the ADP Payroll Feed export.
- When the invoice by EINC config is turned on, vendor transactions with a negative EINC will now be available for invoicing as expected.
- 10716 Previously, the invoice template data fields would not correctly display the value to the email recipient, and would display as Master.unknown.’Data Field’. Now invoice data fields on newly created Invoice email templates will display the correct value to your email recipients. Please review your pre-existing invoice email templates and update the data fields.
- Sometimes, when navigating between time entry and incomplete transactions, the incomplete transactions page would be blank. Now incomplete transactions will display every time.
- Users will no longer be able to save passwords less than seven characters long in the Manage Web User account area.
- Previously during year end, if there were no 1099 documents to download, the user would be unable to complete the year end process. Now you will receive a prompt stating that there are no documents to download and if you would like to mark the step as complete, allowing you to finish the year end worksheet.
- Previously, service reps were still able to sign documents and mark a workflow as complete after the workflow had already been rejected. Now once a workflow is rejected, service rep will be unable to sign/review the documents within the workflow and will not be able to mark the workflow as complete.
Taxes:
- Updated the MasterTax RTS export procedure. This export now requires the MT sec role.
- Fixed a discrepancy for CA state exemptions. An employee’s juris will no longer update from 'CAM' to 'CAM2' if an employees state allowances are changed to an amount more than 1.
- Made the following local tax updates:
- Added a 1% tax rate for Ashley, OH
- Added a 1% tax rate for Bethal, OH
- Added a 1% tax rate for Fredericksburg, OH
- Added a 1% tax rate for Freeport, OH
- Added a 1% tax rate for Gettysburg, OH
- Added a 1% tax rate for Hanover, OH
- Added a 1% tax rate for Lodi, OH
- Added a 1% tax rate for Marengo, OH
- Added a 1% tax rate for Ostrander, OH
- Added a 1% tax rate for Pleasantville, OH
- Added a 1% tax rate for Saint Louisville, OH
- Added a 1% tax rate for South Vienna, OH
- Added a 1% tax rate for Tiro, OH
- Added a 1% tax rate for Williamsport, OH
- Added a 1% tax rate for Wadley, AL
- Updated Logan,OH tax rate to 2%
- Updated Lewisburg,OH tax rate to 1.75%
- Updated New Concord,OH tax rate to 1.5%
- Updated Centerville,OH tax rate to 2.25%
- Updated Massillon,OH tax rate to 2%
- Updated Canton,OH tax rate to 2.5%
- Updated Newtonsville,OH tax rate to 1%
- Updated Smithfield,OH tax rate to 1%
- Updated Walnut Township LSD tax rate to 1.75%
- Updated Berne Union LSD tax rate to 2%
- Updated Danville LSD tax rate to 1.5%
- Updated Kenton City,OH School tax rate to 1%
- Updated Jackson Center LSD tax rate to 1.5%
- Updated Riverside LSD tax rate to 1.75%
- Updated Triway LSD tax rate to .75%
- Updated Pioneer Village,KY tax rate to 1.5%
- Updated Clifton Township,PA tax rate to .5%
- Added a Standard deduction of $650 to Bluffton,OH school tax
- Added a Standard deduction of $650 to London City,OH school tax
- Added a Standard deduction of $650 to Colonel Crawford,OH school tax
- Added a Standard deduction of $650 to Liberty Union-Thurston,OH school tax
- Added a Standard deduction of $650 to Teays Valley,OH school tax
Maintenance:
- Replaced the aspnetEmail service with the MailKit email service regarding SMTP functionality. This was changed because some users were receiving a bounce back notification that would state, “the delivery has failed to the recipient ‘;’” when sending emails.
HrCenter
Improvements:
- Updated the Insight postfill procedure to use the Default message action, when the Insight specific message actions(Insight,Completed,Insight Failed, and Insight Caution) are not configured within the system or are not active.
Fixes:
- Previously, applicants that had already applied in HR Center associated with one EINC, applicants would not be able to register again associated with a different EINC, receiving a Duplicate User validation message. Now this Duplicate User validation message will only appear when an applicant is trying to register for an EINC they have already applied within.
- Previously the Cell phone Carrier and Receive Text fields were being displayed on the contact information page regardless of what the primary phone type was set to. Now these fields will only display when the primary phone type on the contact information page is set to cell phone(voice and text).
- When editing a survey, the ‘Reject Incorrect Answer’ option would not be displayed correctly. Now the ‘Reject Incorrect Answer’ option is always available.
Maintenance:
- Modified the Root URL to redirect the user to the proper page, stating to verify that the URL inputted is correct when there is no/inactive tenant specified in URL.
WebCenter
Improvements:
- Optimized the wc_TimeClock_GetTimecardsPaged procedure to improve performance.
- Improved how new punches for Timeclock timecards are processed within the database.
Beyond
New:
- Added the ability to create and edit Assignment Commissions.
- Added the ability to add a default burden under the Customer Record > Details > Sales & Service > Job Order Defaults.
- Added the ability to export search results. You will now have the option to export search results in either a csv formatted file or an excel formatted file.
Improvements:
- Beyond advanced searches now work with contact messages.
- Optimized the basic and universal searches.
- Improved Status Workflow ‘Fix Issue’ navigation, allowing you to navigate to specific fields within a record to correct any missing/invalid information.
- Improved Phone Number validation when adding/editing a contact method.
Fixes:
- Fixed an issue with the Burden field not populating on the Job Order Defaults card of a customer.
- Typing in the middle of a phone number input retains the cursor position as you type.
- Fixed an InvalidKeyPath error that could occur when setting up an advanced search.
- Previously, when an assignment restriction caused an error within Beyond, there would be no indication of which assignment restriction was causing the error. Now the name of the assignment restriction causing the error will be displayed within the error message.
- Fixed an object reference error would appear when viewing a contact.
Maintenance:
- Upgraded DevExpress Grid to 1.8.0
- Upgraded to redux-form 7.4.2.
- Migrate to fetch API in order to eliminate the jquery dependency and have a cleaner AJAX API to work with. This is a large step for improved error handling.
- Eliminated use of jQuery in core application.
TW API V3
New:
- Added description to twapi3_Datalist_PayCode procedure for the /datalists/paycodes API call.
Improvements:
- Added a ForbiddenException response to Reports/{reportId} API call. New behavior is:
- 404 if you pass in a reportId that is outside your current hierarchy or does not exist.
- 403 if you pass in a reportId that exists and is inside your current hierarchy but you do not have permission to view (SecurityGroups).
- 200 if you pass in a reportId that exists and you do have permission to view.
- When making API calls, the following Accept headers can be used to get different result content types:
- JSON
- XML
- CSV
- Excel
- Added ProductInstanceRead Policy to all Tw{Product} scopes.
- Added a rate limit when calling the GetResolvedCase for E-Verify Cases to comply with E-Verify restrictions.
- Added an optional HowHeardOfId header option to the POST employee/resume endpoint.
Fixes:
- Previously when updating assignment commissions, a 400 error was received. Now you will be able to update the assignment commission without issue.
Maintenance:
- Consolidated Assignment Fetch procedures into the twapi3_Assignment_Search procedure.
- Removed references to OrderID in the API to reference JobOrderID instead.
- Modified .NET Core 2.1 controllers.
Buzz App
New:
- Version 2.0 recently released on app stores! We will start including Buzz in the release notes from this point forward.