UB 8255 Accounting CS Software Update v.2015.2.2

UB 8255 Accounting CS Software Update v.2015.2.2
Accounting CS, v. 2015.2.2
User Bulletin 8255: Software Update
July 16, 2015
TO
Users of the Accounting CS® software.
This user bulletin explains changes made for this release of Accounting CS.
CONTENTS
CHANGES..................................................................................................................................................... 1
Accounting ................................................................................................................................................. 1
Accounting CS Client Access .................................................................................................................... 2
Reports ...................................................................................................................................................... 2
General – Payroll ....................................................................................................................................... 2
Payroll form and filing information ............................................................................................................. 2
Accounting CS Payroll, for live payroll processing .................................................................................... 2
HELP & SUPPORT ....................................................................................................................................... 3
Help & How-To Center .............................................................................................................................. 3
Product support ......................................................................................................................................... 3
Website resources and email subscriptions .............................................................................................. 3
Accounting CS Ideas Community .............................................................................................................. 3
CHANGES
Accounting
We have addressed the following issues.
 The application did not update general ledger activity for a client record in the following situations.
 A client record was restored into the application via the File > Client Data Management Utility
screen.
 A client record was saved after data in the Current fiscal year end date field or the Period
frequency field was changed in the Accounting Information tab of the Setup > Clients screen.
 The application closed during attempts to:
 Save a client record after the setting for the Do not post payroll transactions checkbox was
changed in the Accounting Information tab of the Setup > Clients screen.
 Close the fiscal year for a client record that had the Do not post payroll transactions checkbox
marked in the Accounting Information tab of the Setup > Clients screen.
Accounts Payable
We have addressed an issue that caused the application to close during attempts to save an AP check or
AP payment in the Actions > Enter Transactions screen or to save a credit memo in the Actions > Enter
Payables screen for a client record that had the Application method field set to any value other than None
in the Accounts Payable tab of the Setup > Clients screen.
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Accounts Receivable
We have addressed an issue that prevented payment application entries from properly updating the
general ledger activity when a customer payment or credit memo was applied to an open invoice in the
Actions > Manage Customer Payments screen or the Actions > Apply Customer Payments screen.
Accounting CS Client Access
We have addressed an issue that, in certain circumstances, prevented accruable benefit items from
accruing new hours.
Reports
We have addressed the following issues.
 The Sales Tax - Condensed accounts receivable report did not display any data when it was
previewed or printed.
 In certain circumstances, the application closed during attempts to preview or print a custom report or
financial statement.
General – Payroll


We have updated the workers’ compensation limits for 2015 for Pennsylvania.
We have addressed the following issues.
 Unprinted and handwritten payroll checks were hidden unexpectedly and could not be transferred
to a different bank account via the Edit Multiple Transactions dialog (accessed from the Actions >
Enter Transactions screen).
 In certain circumstances, the application did not use the client’s selected payroll schedule to
determine the next billing date for scheduled billing items.
 The application closed during attempts to navigate to, or to edit information for, a bank account in
the Setup > Bank Accounts screen if a skipped check event was logged for that bank account.
Payroll form and filing information
The Payroll Form and Filing Information portlet on the Home or Firm dashboard provides the following
information: form approval status, form availability, available filing methods, form due dates, form filing
addresses, tax payment information (for all tax types), agency contact information, new hire reporting
information, payroll resources, and tax calendar (to view and print tax deposit due dates and form due
dates for all federal, state, and certain local tax agents). Click the applicable jurisdiction on the map to
display the federal, state, and local tax form information within the tabbed pages in the lower section of
the portlet. For information on working with portlets, enter Dashboard portlet: Payroll Form & Filing
Information in the search field on the application toolbar.
Click here to open a detailed list of application changes and updates for payroll tax forms, tax agents, and
new hire files for v.2015.2.2.
Accounting CS Payroll, for live payroll processing
In addition to the changes made for general payroll features listed above for after-the-fact payroll
processing, the following changes have been made for the live payroll processing features specific to
Accounting CS Payroll.


For client bank withdrawal transactions created for funding purposes, the application now uses the
effective date as the transaction date, rather than the processing date.
We have addressed an issue with direct deposit payment transactions that caused the application to
create unbalanced ACH files even when it was set up to create balanced files.
Updates for payroll tax rates, limits, and minimum wage rates
Click here to view the year-to-date updates for payroll tax rates, limits, and minimum wage rates.
Copyright 2009 – 2015 by Thomson Reuters. All rights reserved.
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HELP & SUPPORT
Help & How-To Center
For answers to questions on using Accounting CS, access the Help & How-To Center by choosing Help >
Help & How-To, by clicking the
button on the toolbar, or by pressing CTRL+Y. You can also use the
search field on the toolbar to search for topics. For more information, including sample searches, see
Finding answers in the Help & How-To Center.
Product support
From the Support Contact Information page on our website, you can complete a form to send a question
to our Support team. To speak directly with a Support Representative, call 800.968.0600, press 2 for
Product Support, and listen to the available options. Normal weekday support is available from 9:00 a.m.
to 8:00 p.m. eastern time. For additional details (including extended support hours for tax season and
hours for other applications), visit the Support section of our website. You can also access the Support
section from within Accounting CS by choosing Help > Additional Resources > General Support
Information.
Website resources and email subscriptions
Visit our website to access the ARNE Community (an online user forum), to learn about training courses,
to view blogs and articles, and more. You can access the website from within Accounting CS by choosing
Help > On the Web > CS Professional Suite Home Page.
We issue software update notices via email. You can sign up to receive these notices by visiting the My
Account section of our website. You’ll need to create a web account (if you don’t already have one) and
then sign up for the Email Subscription service where you can indicate which notices you want to receive.
Accounting CS Ideas Community
The Accounting CS Ideas Community is a forum in which you can share ideas with other users and
provide feedback and suggestions to our development team. Through the forum, you can also upload and
share customized reports, financial statements, letters, or check layouts that might be helpful to other
firms. The enhancements that have been implemented based on customer suggestions voiced in the
community are highlighted on the User Bulletin. For more information on accessing and participating in
the community, see Ideas Community.
Copyright 2009 – 2015 by Thomson Reuters. All rights reserved.
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