Added the ability to auto-generate and print/email letters when a victim is logged on a referral, when a specific discipline code is selected on a referral, and when a specific action is selected on a referral.

• Added a new system preference “Victim Letter” to the General tab in Setup > System Preferences. Select the letter to generate for the victim student when a victim is logged in the Victims table on a referral. Letters set up in Students > Print Letters & Send Email that are attached to Discipline are available for selection. 
• Added the Letter column to the Codes tab in Discipline > Referral Codes & Actions. Select the letter to generate for the referral recipient when the discipline code is selected on a referral. Letters set up in Students > Print Letters & Send Email that are attached to Discipline are available for selection. 
• Added the Letter column to the Actions tab in Discipline > Referral Codes & Actions. Select the letter to generate for the referral recipient when the action is selected on a referral. Letters set up in Students > Print Letters & Send Email that are attached to Discipline are available for selection. 
• When a referral is processed by an administrator and saved, the Print Letter pop-up modal will display where the letter(s) can be printed or emailed. The letters can also be logged in the student log. If there is a victim, a pull-down displays to choose between the referral recipient’s letter or the victim’s letter.

Added an integration between Focus and Microsoft Power BI. The integration allows users to use data from Focus to create dynamic and interactive custom reports in Power BI. The reports can then be viewed in Focus on the PowerBI Reports screen. The data used in the report can be scheduled to refresh every night, or can be manually refreshed on demand. Please contact Focus Support if interested in setting up an integration with Power BI.

Focus also provides a FL School Grades report, which uses data collected from the Florida Department of Education. The report includes data on enrollment, graduation rate, success measures, demographic and economic influences, school grade maps, and more. Please contact Focus Support to enable the FL School Grades report on your site.

Added a new screen in Focus that allows the school scheduler to create rosters and schedule students for homeroom teachers while distributing students by gender, discipline referral history, and assessment scores.

• Added new system preferences to the General tab in Setup > System Preferences: State Math Test, State ELA Test, and Achievement Level Type. Select the state math and ELA test that will be used when balancing or counting the number of students per section per level. Select the Achievement Level type that will be used for both tests. 
• In Users > Profiles, there are new profile permissions that control View and Edit access to the Elementary Scheduler screen.
• On the Elementary Scheduler screen, restrictions can be set on each student to place them in the ideal class. A student can be scheduled with specific students, scheduled away from specific students, and scheduled with a specific teacher. Overrides can be set on behavior, math, and ELA scores.

• Students can be manually assigned to a homeroom teacher or the Optimize option can be used to evenly distribute the students to all teachers based on gender, discipline, and FSA scores.

• Once students have been manually assigned to teachers or assigned using the Optimize feature, students can have the packages added to their schedules using the Schedule Students button.

Updated the Portal Editor by removing the ERP Portal in favor of using the SIS Portal logic. The Portal editor can be used to assign portal layouts to ERP profiles; as a consequence, user tasks and warehouse alerts have been moved to the Alerts block.

Updated the ERP Portal to mirror the SIS Portal. The blocks that display on the portal are customizable via Portal Editor; therefore, the image shown is an example, which includes “Alerts,” “District & School Announcements,” “Upcoming Events,” “Find an Employee,” “Punch In/Out,” “Birthday List,” and more.

Added “Find an Employee” search block, which allows users to quickly conduct a user/employee search directly from the Portal. The search block also features “Include Inactive Users” and “More Search Options.”

Updated the additional dashboard tabs so they now display in a pull-down.

• Updated the dashboard pull-down so it only displays dashboards assigned to the user’s profile via Setup > Portal Editor. For example, users who only have one dashboard assigned, such as teachers, will not see a pull-down.

Updated so District & School Announcements and Upcoming Events created via Setup > Portal Messages and Users > Calendars display depending on the user’s permissions to selected schools via Users > User Info > Permissions tab. If the user has access to all schools, the messages that display depend on the school selected from the school pull-down located in the header.

• If the user has three enrollment records with schools A, B, and "All Schools," the portal will show all of the following: Messages/events from School A, messages/events from School B, and messages/events from the school selected from the school pull-down.

Added a tooltip to the student and district Upcoming Events which displays when users hover over the event with the mouse. These tooltips contain the event's description, if one was added upon creating the event via Users > Calendar.

Added the “Letter PDF” column to the Letter Logging tab, which now saves CSS along with the body HTML.

Added the following controls:

• Restore Default View: Allows users to click this icon to return to the default view of the seating chart. For example, if you are zoomed in on the seating chart, clicking the icon zooms out and restores the default view.

• Move View: When enabled, users can click and drag the screen’s view to display items that may not be easily visible.

Added or updated the following commands/controls: 

• Delete or Backspace: Delete current furniture/badge selection, or unseat current student
• Escape: Exit placing furniture, or any other mode selected
• Cntrl + click & drag or Command + click & drag: Enters “Move View” and allows users to move the current view in any direction
• Cntrl + H or Command + H: Enables “Restore Default View,” which instantly returns to the default view/zoom
• Cntrl + C or Command + C: Copy current furniture selection
• Cntrl + l or Command + I: Lock current student selection to chair
• Cntrl + or Command +: Zoom in
• Cntrl -- or Command --: Zoom out

Updated so courses on report cards are sorted Alphabetically when nothing is selected from the “Sort Courses On Report Cards” radio buttons.

Added a “Min Scale Score” column to the Setup Tests tab, which is used to determine if a student has passed the test. This new feature is especially useful in conjunction with the new Graduation Requirements “Assessment” Type. See the Grades > Graduation Requirements section in Back-merged for more information.

Updated to include the new test score ranges.

Added the student’s “Grade” level to the header next to the school name of each printed summary.

Updated the Tardy Thresholds tab to default today’s date into the Start Date field when adding a new record.

Updated to increase the fixed right threshold so the following columns are frozen while scrolling: Student, Student ID, Grade, Days Absent, current date attendance options including Present, Unexcused, Exc Tardy, Unx Tardy, and Activity.

Renamed the teacher Create Badge Awards screen to Identify Badge Behaviors.

Updated to allow teachers to upload custom badge icons.

Updated so that the User field in the History pop-up displays the user’s name in the “last name, first name” format instead of their username. 

Added a record count above the table on the Positive Behavior Awards and Reward Positive Behavior screens.

Added the Start Year and End Year columns to define when a badge/badge type can be awarded to students. Badges cannot be awarded before the start year or after the end year. Badges awarded to students before a Start Year or End Year were set still count in the students earned badges.

Updated so that until a school or district-wide badge is added by an administrator, the Identify Badge Behaviors (previously Create Badge Awards) and Reward Positive Behaviors screens are hidden from teachers, even if teachers have profile permissions do these screens.

Added the ability to limit the actions, minimum and maximum ISS days, and minimum and maximum OSS days that can be assigned to the student based on the number of offenses with the discipline code.

• In the Codes tab, the Offenses column has been added. Click Edit next to the code. In the popup window, enter the Threshold (number of offenses) and select the Actions that can be assigned. For ISS and OSS, enter the minimum and maximum number of ISS and OSS days that can be assigned. Press Enter to add the row.

• When adding a referral for a student and a discipline code is selected, the system will determine how many offenses with this discipline code have occurred for this student. The list of Actions available to assign to the student will be limited based on the Offenses setup. The number of ISS and OSS days will also be limited by the Offenses setup. 

Added a Teacher Total column that displays the total number of badges a student earned from the teacher.

Updated so that when calculating weighted and unweighted class rank, GPAs are rounded.

Updated so that the class rank calculation includes students who graduated early in the previous year and have an enrollment in the current year when partitioning class rank by cohort and including early graduates in the class rank.

Updated to include inactive students in the Cohort Rank if the student has an inactive enrollment record from the current school year.

• In order for inactive students to be included in the cohort class rank, the new setting, “Include Early Graduates in Class Rank” must be enabled via Setup > System Preferences > School Preferences/Default School Preferences > Grading tab.
• “Partition Class Rank by” Cohort must also be set via Setup > System Preferences > School Preferences/Default School Preferences > Grading tab.
• Added the early_graduation student field, which can also be enabled via Students > Student Fields to display where desired such as Student Info > Graduation tab.

Updated so the Grades Summary respects the “Default Filters On” setting enabled via Users > My Preferences.

Florida Only Update: Updated so the Grades Summary displays the “School” title from FASTER_SCHOOLS if displayed in the Sending Institution column via Florida Reports > FASTER > Send Requests tab. 

• The School title defaults back to the currently displayed school title if an applicable institution isn’t found in the Sending Institution column.

Updated so when a student is scheduled into a summer school section that is outside the full year marking period, the student’s gradebook grade now displays on the Grades Summary screen. Previous functionality calculated grades only for marking periods that have started.

Updated so the “Third Party System” pull-down defaults to null in the Add An Assignment pop-up window; previous functionality populated the pull-down with Google by default.

Added a “Uploaded Date” tooltip to assignments uploaded as Student Files to allow teachers to hover over the file with the mouse in order to determine the date the file was uploaded by the student.

Updated to support the teacher annotating/editing of additional file types for student assignment uploads, including JPG and PNG files, which allows teachers to edit images uploaded as assignments. Previous functionality only allowed teachers to annotate PPT, DOC, and PDF files and download JPG and PNG files.

Added three tabs: “Report Card Grades,” “Report Card Comments,” and “Grade Change Request Reasons.”

• The “Report Card Grades” tab contains the original features of the screen, which allows users to create the grading scales for the school to determine the GPA value of each grade as well as if the grade receives credit. Multiple grading scales can be set up for the school to accommodate different grading needs, such as unweighted, honors, etc.

• The “Report Card Comments” tab updates the previously existing Report Card Comments section, so it is now its own tab where existing report card comments are listed and can be created.

• The “Grade Change Request Reasons” tab allows users to customize the “Reason Code” pull-down options when a grade change is requested by a teacher via Grades > Request Grades Changes and then reviewed by administrators via Grades > Approve Grade Changes. Previously, the reasons available to users were hard-coded in the system.

Added “Assessment” to the Type pull-down of the Graduation Programs and Requirements tab, which allows users to set one or more tests that students must pass to graduate. When multiple tests are selected on one row, students only need to pass one to complete the requirement. 

• Selecting the Assessment Type will display an “Assessment” pull-down, which allows users to select the applicable standardized tests.
• Note: If a California district, a “Language” column displays where the user can optionally select a specific language for the test administration.

Updated to include assigned Assessments as part of Graduation Requirements. The tests required are listed when hovering over the green check mark or red X. Note: This information also displays on the Promotion Graduation Requirements Report (when applicable). See Grades > Graduation Requirements and Assessments > Standardized Tests for more information about the new process.

Updated so that a course can be used to meet multiple scholar designations.

Updated the Publish Report Cards option so users now have the option to publish “To Parent Portal” or “To Student Portal;” users no longer have to select both portals at once.

Updated so that when using the Filters, the student name displays on each record.

Updated so printed Transcripts display the local_id in the header when the transcript is more than one page and the student_id field if the student doesn’t have a local_id.

Added a “Linked Accounts” tab, which allows users to link or unlink Google accounts.

Added “Calendar Event” as a type of Resource, which allows users to link Google Calendar events associated with the linked Google Classroom as a resource. When selected, users also have the option to Link directly to Google Hangouts so the event gets created with a Google Hangouts meeting.

Updated so co-teachers assigned via Scheduling > Courses & Sections > Co-Teacher tab can now link assigned sections via Settings tab > “Linked Sections” pull-down; previously, assigned sections for co-teachers did not display in the pull-down.

Updated so parents can now send messages to teachers outside of the selected school. Therefore, if a parent has student(s) enrolled at different schools, all teachers from all applicable schools will be accessible via Messenger without requiring the teacher to switch schools first.

Updated the appearance of parent registration, with the main changes on the initial welcome page.

Added the address suggestion feature to the Shipping Address section when students/parents are purchasing Additional Add-ons. The user must enter in a complete address for the Address Suggestion to work. Once entered, the Suggested Address will appear and can be selected to use which will update the address inputs upon selection.

Added inline Filters, which allows parents and students to filter data on all columns of the selected marking period.

Added a “Report Type” pull-down to District Reports, which includes “Standard” for District Reports and “SSRS Report” for SSRS Reports created as a district report.

• The SSRS Report can be created and edited via District Reports. Once the report has been run, the report generates for select students and/or schools, etc. via the SSRS Reports screen.
• Note: The Report Type pull-down only displays for districts that have enabled SSRS Reports.
• Updated so when the report is created via District Reports, an “Edit/Run this District Report” button displays on the History tab of the SSRS Reports screen (after the applicable report has been selected from the SSRS Report pull-down).

Updated so the screen is now customized to allow each district to define specific variables and use SSRS Reports to generate a curl call to the report server. The customized SSRS Report configuration information (including report templates) is stored in a district-specific ssrs_config.php file, located in the root directory. The SSRS Server configuration info (server, username, password) remains in config.inc.php.

Updated the order of columns on the History tab so the View and Download buttons are displayed in the first columns followed by the Batch Name and Status columns.

Updated so when there is just one type of SSRS Report, that report becomes the default report so that the user does not have to manually select it.

Updated so that the Course Number and Title are not editable in the pop-up window when clicking on the bold course title link on a section.

Updated so that the Section # column is frozen to the left when scrolling in the Sections tab.

Updated so that the “Students with too many Requests” and “Students with too few Requests” reports load quicker.

Removed the Student search bar and More Search Options from the Print Requests by Course report as they are not used. Also added the Team pull-down as a search parameter.

Added the option “Do Not Require Approval” to the Required Forms section of the Re-Enrollment Setup tab. When the option is selected on a required form, the form will be automatically processed.

Updated the publishing options for forms in the Application Editor. The “Publish on /apply” check box has been replaced with a pull-down that contains the options “Published,” “Unavailable,” and “Default Application.”

• If “Default Application” is selected on a form, the form is selected by default in the Form Type pull-down on /apply. 
• If there are multiple forms that are “Published,” but none are set as the “Default Application,” then the Form Type pull-down on /apply displays “Please Select.” 
• If there are multiple forms set as “Default Application,” then the form that is highest in alphabetical order is selected by default in the Form Type pull-down on /apply.
• If there is only one form that is “Published,” then only that form is available in the Form Type pull-down on /apply.

Added the ability to send an email to the applicant when the application has not been completed.

• The “Continuation Email Subject” field has been added to the Application Editor to enter the subject for the email.
• The “Continuation Email Template” field has been added to the Application Editor to select the email template for the email. The template must first be set up in Students > Print Letters & Send Email and be attached to the Online App. 
• When the applicant clicks “Save & Continue Later” in the application, the applicant will receive an email to complete the application.

Updated so that the staff ID displays next to the user name in the User pull-down in the Approval Permissions and Approval Substitutes tab.

Updated the screen so the Messenger icon no longer displays at the top of the screen next to the District ID. Note: The Messenger icon displays as normal in the footer of the screen.

Added the option “Bypass Authentication” to the E-Signature options. When enabled, the user is not prompted to enter their username and password to authenticate their signature. The user only has to draw their signature.

Added a new tab called “Headers” to the Form Builder where the district can customize headers to use on forms.

• Headers can be created using lines, links, images, text, rectangles, and student fields.

• Saved headers are available for selection in the Header Type pull-down in the Form Settings.

Added a new option for the Dropdown component, “Max Height.” This sets the height of the dropdown and turns word wrap on. The text also shrinks in size to fit the area.

Added a new option in the Form Settings, “Require File Upload.” When enabled, supporting documentation must be uploaded in the file upload box when the user fills out the form. An error message will display if the user attempts to submit the form without uploading a file.

Added “hints” to display when users hover over “Upload a local file.” Further information about the hint displayed is listed in the section to the right.

Added the ability to upload encrypted files to the server to import. 

• The Importer can now recognize files with the .pgp extension. Once the file is selected from the server in the Importer, the file is decrypted and the decrypted file is processed. The unencrypted copy of the decrypted file is deleted from the server (from the same location as the original .pgp file) when clicking “Start,” “Validate,” and “Import” (this ensures the unencrypted file only exists on the server for as little as possible). These files can be imported either manually or via scheduled cron job. 
• An error message now displays when a user tries to import an encrypted file from their local computer. A different error message displays when a user tries to import a file that isn’t csv, tab, or txt from their local computer OR the server (including files without an extension).

Added the ability to upload a photo (jpeg or PDF file) to Portal Messages. After clicking on the Note field, the editor now has an Image icon. Click the Image icon to upload a photo.

Updated so messages are now sorted by sort order then publish date; previously, message were sorted by publish date then sort order.

Updated so school-specific Portal Messages now display during the summer marking periods for parents on the Parent portal via the District & School Announcements block. Previously, portal messages did not display for parents because the student enrollments had not begun.

Updated so that an alphabetical list of students who were accepted displays in a pop-up window after running the specialized lottery. The list can be filtered, exported, and printed.

Added “All Current Year Quarters” as an option to Select Marking Periods when setting up the Recalc DT Grades Fix scheduled job. Note: The “All Current Year Quarters” option has also been added to the manual scheduled job run via /utilities/recalc_dt_grades.php.

Added the scheduled job, “Florida DOE Extracts and Verification Reports,” which runs initial DOE extracts (PK-12 & WDIS) and/or also runs verification reports district-wide and optional by school to push results to the school folder.

• Extracts are ran and the florida_*_initial tables are populated. Verification reports results will also display in the email for the scheduled job completion. The scheduled job also pushes HTML files to school folders, if Push Verification Report Results to School Folder is selected and the School(s) are selected in the scheduled job creation.

Added a “Start Date” field to scheduled jobs upon editing/creating a scheduled job. When a date is entered, the job starts on the date entered.

Added the new preference “Remove Parent Signature Line from Print & Save Letter” to the Customize Application tabs. Enabling the preference will remove the parent signature line when printing the application.

Added the new preference “Ignore Projected Grade Levels when Lotterizing using ‘All Grades’ seats.” Currently, when the “All Grades” seat count is used, the accepted students are split evenly among the eligible grades set on the program. When this preference is enabled, the "All Grades" seats will instead be a single pool and all eligible students regardless of grade level will be sat according to their priority. Grade level is still considered for eligibility, but not in the order in which the eligible students are placed.

Added the ability to remove a branch that is part of a version installed on the site in the Development tab. The Remove button is now available for merged branches. Removed branches display in the local mods list with crossed out text and have a Restore button.

Added new system preferences to prevent duplicate applications: “Prevent Duplicate Students,” “Prevent Duplicate In-Progress Applications,” “Prevent Duplicate Applications in the Applicants School for the Past ___ days,” “Prevent Direct Access via "/apply" URL,” “Duplicate Override Code,” and “Duplicate Message Text.”

Updated so that multiple domains can be entered separated by commas in the preference “Prevent parent accounts with domain: @”.

Added a new display option for the Parent and Student Portal, “Portal Student Name Format.” The options are “First,” “Last, First,” “First Last,” and “Last, First M.” This determines how the student’s name displays on the student card as well as in the menu on the left side of the screen in the Parent and Student Portal. This new option also is available to parents and students in the Display Options tab on the Preferences screen.

Moved the kiosk system preferences from the General tab to the Attendance tab.

The kiosk column in the attendance_period table has been removed. A new kiosk_entries table has been created, where records created by the kiosk or attendance scanner are stored.

• Check-in Attendance Code Exemptions - When attendance codes are selected in this preference, students who have these attendance codes already populated in period attendance will not have their period attendance updated when checking in. Even though the attendance is not updated, there is a record stored in the database in the kiosk_entries table.
• Check-in Between Periods - When the preference is selected, student check ins are recorded in the kiosk_entries table but the next period attendance is not updated.
• Check-in Minutes Threshold - Enter a number of minutes. Period attendance is not updated when students check in within X number of minutes before the end of the period. Period attendance will not be updated, but the record will be stored in kiosk_entries. If it is outside of the defined window, period attendance is updated.
• Check-out Attendance Code Exemptions - When attendance codes are selected in this preference, students who have these attendance codes already populated in period attendance will not have their period attendance updated when checking out. Even though the attendance is not updated, there is a record stored in the database in the kiosk_entries table.
• Check-out Between Periods - When the preference is selected, student check outs are recorded in the kiosk_entries table but the next period attendance is not updated.
• Check-out Minutes Threshold - Enter a number of minutes. Period attendance is not updated when students check out within X number of minutes before the end of the period. Period attendance will not be updated, but the record will be stored in kiosk_entries. If it is outside of the defined window, period attendance is updated.

Added the system preference “Display Referral Code With Title.” When enabled, the code displays before the title for discipline codes on Add Referral, Referrals, Advanced Report, and Print Letters & Send Email. When disabled, only the title of the discipline code displays.

Updated the system preferences for the InformaCast integration:

• InformaCast API Key
• InformaCast Request Assistance Message Template
• InformaCast Request Assistance Distribution Lists
• InformaCast Request Assistance Device Groups
• InformaCast Request Assistance Users
• InformaCast Lockdown Message Template
• InformaCast Lockdown Distribution Lists
• InformaCast Lockdown Device Groups
• InformaCast Lockdown Users

Added the system preference “Allow students/parents to respond to Administrators.” When enabled, parents and students can respond to messages sent to them by administrators in the Messenger.

Added a setting called "Show Student blocks on Parent/Student Portal,” which defaults to enabled. When disabled, student blocks do not display on the Parent/Student Portal.

Added the system preference “Add Letters and Sounds to Standards posting.” Select the courses where the Letters and Sounds Knowledge table should display when teachers post standard grades. The table displays options for “Identifies letter,” “Knows letter sound,” and “Writes letter for sound given” for each letter of the alphabet.

Added the system preference “Include all students in the denominator for IB rank.” When enabled, students with “Include in Class Rank” set to “IB” will receive a rank with the denominator including all students. When disabled, the rank denominator only includes students set to IB.

Added four new preferences: “Hide Schedule Requests from Incoming Students,” “Hide Schedule Requests from Current Students,” “Hide Schedule Requests from Incoming Parents,” and “Hide Schedule Requests from Current Parents.” “Current” refers to students who are currently enrolled at the school this school year. “Incoming” refers to students who will be enrolled in the school in the next school year. This will disable the Class Requests screen even if profile permissions give the student/parent access to that screen. A message displays indicating the parent/student does not have permissions to view class requests when the student/parent tries to access Class Requests.

Added the system preference “Do not subtract minutes when using the Inclusion tab.” When enabled, the number of minutes set in Inclusion Minutes Weekly on inclusion sections are not subtracted from the Class Minutes Weekly on the associated section.

Added the system preference “Ignore course number when validating section number uniqueness (not recommended).” When enabled, a section cannot be added that has the same section number as any other section at that school, regardless of course number.

Added the system preference “Allow teachers to override automatic course requests.” When enabled, teachers can change the course request added by Automatic Course Requests for a student on the Next-Year Schedule Requests screen.

Added a new option “Use Grade Posting End Date on Class Enrollments” to Third Party Systems. When enabled, the grade posting end date is used as the end date for both student and teacher enrollments for courses.

Added “Country Descriptors” as an option in the Type pull-down.

Updated so if users only have view only rights to Local ID via Students > Student Fields and the setting, “Hide fields from Add a Student from users that don’t have edit permission” is enabled via Setup > System Preferences > School Preferences / Default School Preferences > Enrollment, users can search by local ID but cannot save the local ID upon adding a new student.

Added “Local ID” to the Student Demo section of Available Fields.

Updated so that completed re-enrollment forms that contain no changes to student information are automatically processed and do not require administrator review. On the Processed tab, the View Changes button is grayed out for re-enrollment forms that contained no changes.

Added the ability to print school logos on student ID badges.

• Added a new file upload school field, “School Logo.” This is a system field. If a local field already exists with the alias “school_logo,” the local field will be converted into a system field. The field displays on the School Information screen, with the ability to upload the school logo.
• On the Print ID Badges screen, added a School option to the Logo field. When selected, the school logo will print on the ID badge.

Updated so that if the local_id student field has a value in it, the badge will display the local ID and its corresponding barcode instead of the student ID.

Added the “Seating Chart Contact Tracing” screen, which allows users to search for students who are having symptoms of Covid-19 in order to review all students seated near the student in question.

The screen displays the reported student’s neighboring students in the following columns: Student Name (linked to Student Info), Student ID, Course Period (linked to Seating Charts), and Teacher Name.

• The resulting students pull from the current seating chart depending on sort order of the charts if more than one seating chart is used in the class.
• The report displays neighboring students, which are students seated close to the reported student on the primary seating chart for any of the reported student’s classes.
• If the same student is a neighbor in two different course periods, the student will have a row for each period. 
• Neighbors are determined by drawing a circle from the student's position in the seating chart with a radius of 2.33 desks.

Added a new system field “Personal Email” with the alias “personal_email.” After this field is added to a category, and the field is populated with the student’s personal email address and is saved in Student Info, a verification icon displays next to the field (red envelope if not verified, green envelope if verified). The red envelope has a tool-tip "This email address has not been verified. Click to send a verification email." Click the red envelope to send a verification email to the email address. The tool-tip then updates to "This email address has not been verified. A verification email was sent on (date). Click to resend a verification email.” Once the student clicks the verification link in the email, the icon next to the Personal Email field turns green. The tool-tip changes to “This email address was verified on (date).”

Added a new system logging field “Instructional Method” with the alias “instructional_method.” This logging field is used to document the attendance method for the student (in person, remote synchronous, or remote asynchronous), the start and end dates, and the days of the week.

Updated so that when an Enrollment Date or Drop Date is selected on an enrollment record that is not a school day on the Attendance Calendar, the record cannot be saved. Previously, an error message would display but the record could be saved.

Updated so that when a Country is selected on an address in Addresses & Contacts or Add a Student, the State field updates to include the states/provinces/regions of that country for selection.

Added a “Mark as Processed” option to the Re-enrollment tab where administrators can mark outstanding required re-enrollment forms as completed. This is useful if paper forms have been completed. Once marked as completed, the student is displayed in the Processed tab of Online Enrollments, and the Parent Portal and Student Portal are unlocked and accessible to the parent/student.

Updated so that the local student ID is displayed next to the student ID at the top-left corner of the student’s record.

Added the address suggestion to the Physical Address and Mailing Address section of Student Info. The user must enter in a complete address for the Address Suggestion to work. Once entered, the Suggested Address will appear and can be selected to use which will update the address inputs upon selection.

Added “Profile Photo” as an Available Field option in the General category.

Updated so users have to be administrative users as well as a super user or be an administrative user and have permission to view RunQuery in order to navigate to an API endpoint. Previously, administrative users that had access to all schools would be able to navigate to an API endpoint.

Added the following permissions for Run Query:

• Drop: Users can drop existing tables, columns, etc. with permission enabled.
• Create: Users can create databases and tables with permission enabled.
• Alter: Users can alter existing tables, columns, etc. with permission enabled.

Updated the following Messenger permissions:

• Messenger: Allow Access; previously Messenger: Restrict Access
• Messenger: Include Profile in Search; previously Messenger: Remove Profile from Search
• Messenger: Send Messages; previously Messenger: Receive Messages Only

Added the permission “View Previous Year Inactive Students” to the Students > Student Info permissions for administrator users. This is automatically enabled for profiles with View permissions to Student Info. When enabled, the option “Include Previous Years Inactive Students” is available when searching for students.

Updated the Profiles screen for multi-tenant sites. 

• Added the district_id column to user_profiles.
• If “All Districts” is not selected at the top-right of the screen:
  • All permission check boxes are locked if the selected profile(s) have district_id=null. 
  • In Edit Profiles, only profiles where district_id=CURRENT can be edited.
  • Users can still create new profiles and "Copy from" profiles with district_id = CURRENT or district_id = NULL.
  • Users cannot mark a profile as “Super.”

Added a “Return to User List” link to the footer of the screen, so users can return to their original search results after selecting a user and navigating away from the search results screen.

Removed the Funding Source ID column from the Funding Sources tab.

Added “Reduce Deferrals” and  “Cancel Invoice Lines” buttons to the bottom of the Receive Payment tab, which, previously, only displayed per line item. Clicking either of these buttons allows users to select multiple line items and perform the action on multiple line items at once.

• These buttons only display for users who have the two new profile permissions enabled via Setup > Profiles: “Allow Reduce Multiple Deferrals” and “Allow Cancel Multiple Deferrals.”

Added the “Due Date” column to the Receive Payment tab.

Updated so when users select Cancel Invoice Line for select line items from the Receive Payment tab, the selected line items now disappear from the Receive Payment tab and will no longer go back to the Sales tab of the Point of Sale screen.

Added the “Fixed Discount” and “Percent Discount” columns to the Funding Sources tab, which gives users the ability to give fixed and percent discounts to funding sources so the total cost of the amount due is discounted.

Updated so when a payment is made from a Deferral (Funding Source) via the Sales tab, the only available Refund Type for that payment is "Funding Source Refund” via the Transaction History tab.

Updated so when refunding customer credit, the options to “Apply as Credit” and “‘Reinvoice’ amount” have been removed.

Added the “Touchnet Transaction ID” and “Touchnet Gateway ID” columns to the Transaction History tab; these columns are populated when a parent or student purchases items via Parent/Student Portal > Purchase & Pay using uPay.

Updated so refunds/credit processed for students via Billing > Extended Day Credit display as a refund and a payment for credit transaction; previously, there was a double amount displayed in the transaction history.

Added a “Sales Ref #” field to the Sales tab of the Payments section, which can be used when select payment types are selected, such as Other. Once processed, the “Sales Ref #” displays on the Transaction History tab.

Added a “Refund Ref #” field to the Trx # pop-up window from the Transaction History tab to be entered upon conducting a refund. Once processed, the “Refund Ref #” displays on the Transaction History tab.

Updated the message that displays when a refund is processed in the form of a check (Refund Type) for a transaction that was originally processed as Customer Credit (Payment Type) to display the following when Apply as Credit and ‘Reinvoice’ Amount are not selected in the first pop-up window: “The refund was processed successfully. Please write the customer a check for [16.00].”

Updated so the “Outstanding Balance” column now displays as “Outstanding Student Balance” on the Customer Report tab, which shows the exact amount still owed by the student. 

• Updated the logic of the Outstanding Student Balance column, which equates to the “Invoiced Amount”  (“Total Deferred Amount” + “Paid By Student”) = “Outstanding Student Balance.”

Updated so the “Remaining Deferral” column now displays as “Outstanding Deferred Balance” on the Customer Report tab.

Updated column 10 of the COE Report to include calculation for Military Service and Continuing Education selected as interest placements selected from the Placement pull-down via Students > Student Info.

Added the Cost Tier Setup screen, which allows users to define additional tiers so students are no longer limited to the three Cost Tiers (Resident, Non-resident and Free/Reduced Lunch, based on system preferences).

• Once created, the cost tiers display in a Cost Tier pull-down on the following screens: Manage Fee Templates, Manage District Fee Templates, Manage Limited Fees, Manage Individual Fees, Fee Report, and Quote Course.

• Each cost tier can have any number of user created query requirements. Requirement queries are created by specifying a name and query for the requirement.
• While editing a query, the user can click a “Test” button to get quick feedback about whether their query is valid. If the user chooses not to do this, the query will be validated when they attempt to save. Note that ‘valid’ just means it works, and can be used to determine a student’s cost tier.
• Cost tiers require a priority number, title, and can have 0, 1, or multiple query requirements. Note: If there are no requirements set up, all students can qualify.
• Students will always be placed in the highest priority cost tier for which they meet all requirements. Note: Normally, the higher priority/more preferred ones will be assigned lower prices, but that depends what the user gives them when managing fees.
• If vouchers are enabled via Setup > System Preferences) then the user has the ability to flag cost tiers to ensure they are not applied in combination with a voucher. When flagged, students in this cost tier will drop to the next priority tier for which they qualify that allows the combination of a voucher.

Updated voucher functionality for daily fees only. If the days of a voucher overlap the days of a fee, then the voucher is applicable for the amount of overlapped days only. During the time it applies, the student cannot qualify for any cost tiers that have the 'does not apply with voucher' checkbox checked in Cost Tier Setup. For the remaining days of the fee, no voucher amount is used, and the student can qualify for cost tiers that do not apply with vouchers. The price before voucher for the fee will be the combination of the price they get charged before voucher on days the voucher applied x the amount of days, plus the amount charged on the remaining days x that amount of days.

Added the “Section Cost Report” tab, which displays the fee of each course when generated by program. The report displays the course, section, and teacher, along with the fees for the course, flat and hourly along with the total based on the WDIS OCP hours for the associated course.

Updated so if “Use Student Vouchers” system preference is enabled via Setup > System Preferences > Default School Preferences > Billing, the “Voucher Funding Sources” column displays in the Invoice Student screen. The new column displays the name(s) of the active Voucher Funding Sources that pertain to the student.

Added the ability to use a fee template with a Form Builder form or student enrollment form created with the Application Editor. 

• The Fee(s) pull-down in the Application Editor and the Form Builder has been renamed to “District Fee(s).” District Fees can be used in combination with fee templates.
• Added a new section “Forms Using Template” to the Manage Fee Templates and Manage District Fee Templates screens. Select the form(s) that will use the fee template.
• On the Manage District Fee Templates screen, the “Push Update” button is used to push the changes to the Manage Fee Templates screen for schools.

• Student enrollment forms that are published to /apply are not available for linking on the Manage Fee Templates screen (school level), but are available for linking on the Manage District Fee Templates screen as long as the system preference “Require the user to select their desired school from a drop-down” is enabled. 
• When a form is completed, the school fee template at the school where the student completed the form, or the selected desired school, is applied. District Fees (previously called Fees) set on the form in the Form Builder or Application Editor are added on top of fee template fees.

Added the “Courses Using Template” section, which gives users the ability to assign fees at the course level.

Added a “Additional Fees” pull-down, which allows users to include additional fees set up via Manage Limited Fees > Additional Fees tab in potential quotes for a course.

Added the “Grade Level” column to the report, which displays the enrollment grade level associated with the course.

Added the “Toggle Columns” feature to the report, which allows users to customize the columns displayed in the report.

Updated so report cards display ungraded courses as NG; previously, when courses weren’t assigned a grade, the course did not display on the report card.

Added a “CTE” column to the Graduation Programs and Requirements tab, which allows users to identify programs that are applicable to CTE. Note: The CTE column only displays for post secondary schools.

Added new functionality for the current “Industry Certifications” check box in the Transcript Options section and “CTE” Grouping, which generates a new column on CTE transcripts for industry certifications, which displays any passed certifications for the program on the transcript. 

• If the certification is tied to a course on either the student’s schedule or the industry certification table, the certification displays on the row with the appropriate course. If the passed certification is on the table and not tied to a course, then it will display on a row with a course in that school year.

Updated so if a parent completes a form that triggers an invoice, the transaction is now recorded in the Customer Ledger for the student tied to the entered student ID on the form; previously, the transaction didn’t display on the Customer Ledger screen because the transaction was tied to the parent completing the form not the student.

Added a “Public Course Catalog,” which displays courses for purchase by the public, similar to the Purchase & Pay screen. The Public Course Catalog is accessible from the login screen by adding /catalog to the URL.

• The Public Course Catalog must be enabled by administrator users via Setup > System Preferences > Default School Preferences > Billing tab: “Enable Public Course Catalog.”
• Parents and students have the option to “Enroll Now,” which opens additional options including: Sign In to Purchase, Create a New Student Account, and Create a New Parent Account.

Updated to allow cancellation of payments made against outstanding invoices; previous functionality only allowed users to cancel payments made on the same day if that payment included payments for classes purchased in the same transactions.

• As a result, a new sub-permission has been added for parent and student profiles called “Allow Same-Day Cancellation of Payment,” which can be enabled via Users > Profiles.

Updated so students/parents cannot purchase classes unless the student has passed prerequisite classes set via Scheduling > Courses & Sections at the Course level. Note: This update applies to the Public Course Catalog as well.

Added the “Optional Add-Ons” tab, which allows users to identify additional items to be sold to parents and students in conjunction to subjects, courses, and sections via Purchase & Pay. The “Fee / Product” pull-down populates with items previously set up via ERP > Accounts Receivable > Internal Account Product List.

• When Optional Add-Ons are purchased via Purchase & Pay, the new screen, “Purchased Add-Ons” displays in the Billing menu where users can review purchased add-ons, add a shipping “Tracking #” and “Mark as Shipped.”

Added the “Min Year” and “Max Year” columns. The Min Year pull-down defaults to the current year while the Max Year defaults to null. Previously, course completion codes were linked to the syear.

Added a “W/D Code” column, which displays the “Schedule Withdrawal Code” from the students’ schedules.

Added a “Section for Sale” check box to section details, which allows users to sell sections to parents and students via the Parent/Student Portal > Purchase & Pay or via the Public Course Catalog (when enabled via Setup > System Preferences).

Added the “Meeting Pattern” tab to section details, which allows users to add meeting patterns that are different from the base meeting pattern defined in the section setup. The tab will confirm the different meeting pattern’s start date/end date, start time/end time, meeting days, and class duration. The start date/end date of all meeting patterns must fall within the date range of the base meeting pattern listed in section details. This feature will function similarly to Hours Override feature in Attendance > Attendance Setup.

Updated so the “Add A Section” link displays on the Schedule regardless of whether or not Show Florida Fields and/or Show Vocational WDIS/WDIS Fields check boxes are selected.

Added a new screen called Waitlist, which allows administrative users to monitor the waitlist for courses at their school, allows users to add students to the waitlist, inactivate a student’s request to be on the waitlist, and restore a student to the waitlist when necessary. Through the Focus Student Portal, students can remove themselves from the waitlist for a course with the “Allow student to remove waitlist request” via Users > Profiles.

Users can add students to the Waitlist from the Student Schedule or the Waitlist screen. Students can add themselves to the Waitlist from the Purchase & Pay screen by clicking the “Add to Waitlist” button.

Added Waitlist fields to Students > Print Letters & Send Email; users can select Waitlist from the Attach to Tab pull-down to generate a Waitlist letter. 

• The “Waitlist" option displays in the Attach to Tab pull-down only when users click the “Message” button from the Waitlist screen.
• Messages can only be sent when the letter has first been created via Print Letters & Send Email.

Added the Waitlist to Setup > Rollover, which allows users to roll the waitlist.

Added a scheduled job called “Remove Scheduled Students from Waitlist” that removes students from the Waitlist when scheduled into the class for which the students were waitlisted via Setup > Scheduled Jobs.

Added a Portal Alert that displays if any seats are open on the waitlist.

Added additional permissions via Users > Profiles, which allows users to send emails and/or SMS: “Allow User to Send Email” and “Allow User to Send SMS.”

Added the permission to “Allow User to Override Prerequisites,” which allows students to be added to the waitlist even if they haven’t taken the prerequisites for the course established via Scheduling > Courses & Sections at the Course level.

Added the "Include Prior Year Students" check box so users can view all previous year inactive students in the Student pull-down for the selected school.

Added a new preference “Allow Customers to Pay Form Fees in Person.” When form fees are enabled, select this preference to allow customers to pay form fees in person. The button “Pay in Person” will be available on the payment screen when filling out a form. Clicking the button will submit the form.

Added the “Send Posted Grade Upgrades to” preference which allows users to select Custodial Contacts or Linked Users from the pull-down to determine the email address used when the grade report is emailed once created via Students > Print Letters & Send Email. Note: This only applies when Course History Record is selected from the Attach to Tab pull-down for applicable letters.

Updated so when the setting “Allow Editing of Section Hours/Duration and Times after Attendance has been Entered” is not enabled, the “WDIS Class Start Date” cannot be advanced to a date after the first attendance record and the “WDIS Class End Date” cannot be changed to a date prior to the last attendance record. If the preference is enabled, the dates can be changed to any date, as needed.

• When not enabled, if a user tries to make an unauthorized change, an Error message displays: “This Section Contains Student Data and Cannot be Updated” on the following screens: 
  • Scheduling > Courses & Sections > Program > Course > Subject > Vocational/WDIS tab
  • Scheduling > Master Schedule Report

Added the “Student must have attended class within the last __ months to self register” setting, which, when enabled, ensures students must have been marked present (Attendance Code = P) after the selected date to purchase a class via Purchase & Pay (Student/Parent Portal).

• If students have not been marked present for the established number of months, the student will receive the following message: “It has been over __ months since you have taken a class. So we may best serve you, please call or visit the school’s registration or counseling office to meet with a counselor.”

Added a setting called “Show Course Title” to the Point of Sale section of the Accounts Receivable tab. When enabled, the following changes apply only when Course, Section, or Schedule is used to invoice students from the Bill By pull-down on the Student Schedule screen.

• Accounts Receivable > Point of Sale > Sales tab > Items section > Adds a new column after Notes called “Course Title.”

• Accounts Receivable > Point of Sale > Sales tab > Payments section > Adds “Course Title” to the Apply To pull-down.
• If an invoice is created from the student’s schedule via SIS > Scheduling > Student Schedule, the schedule.id is used to display the course title for the record.
• Accounts Receivable > Point of Sale > Transaction History tab > Adds a “Course Title” column to the Trx # pop-up window.
• Updated so when “Show Course Title” is enabled, Optional Add-ons purchased by parents and students via Purchase & Pay display along with the Course for which the add on is linked on the Trx # pop-up window of the Transaction History tab.

Added a Fiscal Year pull-down to the 1098-T tab, which allows users to store1098-T settings for each reporting year; i.e. different settings can be saved for different fiscal years.

• Added a setting called “Display on portal,” which when enabled determines the years that students have access to when printing 1098-Ts from the Student Portal. The year that displays in the pull-down on the Print 1098-Ts screens depends on the Fiscal Year selected from the 1098-T settings pull-down, as described above. This change allows students to print 1098-Ts for the selected year without having to change the school year, as previously required.

Updated the Employment student field so it is now called “Placement.”

• Added two values as selections in the Placement pull-down: Military and Continuing Education.

Added the “Percentage” column to the Vouchers tab.

• Added a system preference to enable the Percentage column called “Enable Student Percentage Vouchers,” which can be enabled via Setup > System Preferences > Default School Preferences > Billing tab.
• If Percentage is set, the voucher will defer the percentage amount from the cost tier set on the fee template.
• If amount is set, the voucher will defer the dollar amount from the cost tier set on the fee template (keep current functionality).
• If Amount and Percentage is used, defer the percentage amount first then the amount from the cost tier set on the fee template.

Added the ability for Vouchers to work for Flat Fees and Hourly Fees (current functionality works for Daily fees only).

• Flat Fee: Any overlap of the dates and the amount and percent apply once
• Hour Fee: Multiply voucher by the hour. For example, 5 hours per day X 5 days X voucher amount $5 = a discount of 25 per day on days that overlap with the voucher time period.
• The Bill Per selection (Day, Flat Fee, Hour) on the Fee Template will determine how the voucher is applied.
• If a student purchases more than one item from the same fee template, the voucher will apply to each line item in the invoice.

Added an error message to display if users try to enter a null value in the Amount field upon adding a voucher.

Added View and Edit permissions for the Optional Add-Ons tab accessible from Scheduling > Classes for Sale.

Updated so when a customer credit payment is processed as a result of a refund via Point of Sale, the transaction will no longer be included in the cashout.

Updated so the Simplified Ledger displays the total of the deferral (as previous functionality dictated), as opposed to displaying deferrals by invoice allocation (current functionality).

Updated so users can no longer delete invoices from the Invoice History tab; as a result, the delete button (red minus sign) has been removed. Users must void the transaction to remove it.

Updated so voided refunds are no longer removed from the receipt; instead, the refund is displayed as voided.

Added the “Reference #” to the introduction section of receipts upon viewing it from the Current Receipt tab.

Added the Export features to export to Excel and Print entries made in the Adjustments section of the Summary tab of a Current Reconciliation.

Updated so if receipts are not deposited in the month for which they are dated, they will now continue to display as outstanding in future reconciliations. Previously, receipts only displayed in the month for which they were dated. i.e. June receipts only displayed in June reconciliation. This change also applies so deposits remain as outstanding credit until cleared.

Updated so when users submit a back-dated journal, Focus now does a budget check the day the revision is submitted to determine if the budget is overdraw, as opposed to performing the check budget check on the back-dated Journal Date entered. This update prevents a back-dated journal from overdrawing a budget in the present day even if the budget would not be overdrawn as of the Journal Date entered.

• For example, the user has a budget with a balance of $5,000 in January and $0 in February. The user back-dates the journal to January for -$5,000 which would bring the January balance to $0 (not overdrawn). However, this would bring the cumulative budget balance through February (present day) to -$5,000; therefore, Focus now rejects the budget revision.

Added the ability for budget managers to control existing strips that are not currently owned by any manager or scenario.

Added the “Show Manager Detail” button to the Current Scenario tab, which allows the user to view all budget lines that pertain to the manager’s school/department and make adjustments to the planned budget with the “Override Approved Manager Budgets” permission enabled via Setup > Profiles. When this profile permission is enabled and all budget lines are displayed, the user will be allowed to edit the planned budget for any account strips. Note: Regular non-manager budgets and manager budgets cannot display simultaneously in a drilldown. The toggle button would result in the manager details being listed without the scenario-level budgets.

Added the “Submitted Budget” column, which populates when the budget manager has submitted a budget to the district and the budget has been approved.

• It will be populated for both manager and non-manager budgets (for non-manager the field reflects the same number as the Planned Budget column).
• When ready to adopt, the amount to be considered in the adoption will be the Submitted Budget total.

Updated the header of the CSV file when the Excel icon is selected to match the PDF header when the printer icon is selected.

Updated so an error message displays if users try to run the report with Custom Date selected from the Month pull-down and do not enter a Start Date and an End Date, which are required: “Start Date and End Date are required if Month value is set to Custom Date.”

Updated so if the date entered in the Start Date or End Date field is reasonably close to an actual date, the date picker will automatically adjust the date. For example, if 02/29/2019 will be automatically updated to 02/28/2019.

Added the “Title” between the Account and Beginning Balance columns upon printing the report via the Print Report button.

Added the ability to search for journal entries by “AR Invoice #,” which includes accounts receivables invoice journals that have been deleted or voided.

Updated the report in order to normalize time zones that were causing journals to appear dated for an hour ahead of or behind when they really were posted.

Added a fiscal year pull-down to all tabs, which limits manual journals to the selected fiscal year.

Added the facility name to the header of the printed report.

Added the Convert Step Employees to Min/Max screen, which allows users to quickly switch step employees to min/max by selection of Slots and Pay Types, then select Employees.

Added the “Fix Budgets with Ended Elements” screen, which allows users to check if any of the elements of the budget have end dates prior to the beginning of the fiscal year selected.

• For any of these budgets, Focus checks  if there is a strip with the same elements but an active version of the inactive element. If there is one, Focus moves the journals to that strip. If there is no valid strip, Focus creates one. If that strip has not been budgeted for the current fiscal year, Focus creates the budget record for that strip.  
• An error message displays if there isn’t an active element available. Users will then need to create an element and re-run the strip.
• At the end of the process, the budget record for the accounting strip with bad data is deleted.

Added information regarding the request selected from the pull-down upon hovering over the request type with the mouse: “The type of submission you will make.”

Added the ability to filter by “PO #” when running the report.

Added shipping costs defined when creating the fixed asset’s purchase order to the fixed asset purchased price. In order for the shipping cost to be included, the shipping cost must be added as a Line Items entry and the Shipping check box must be selected on the PO to be added to the fixed asset’s Purchased Price. For example if the PO was $1500 and shipping was $100, the Purchased Price will be $1600.

Added a pop-up message to display upon taking inventory for an item currently located in another room allowing the user to click “Transfer to [room number]” or “Cancel” to keep the item in its original location.

Updated the Barcode text box to an “Identification Method” pull-down, which contains two options: Barcode and Serial Number. 

• Added an “Asset Identification” text box to allow users to enter the barcode number or the serial number, depending on the Identification Method selected.

Added the “Export” features, which includes Export to Excel and Print.

Added a “Successfully recalculated benefit deductions” report, which displays a detailed report that documents changes made when Recalculate Benefit Deductions is clicked.

Added the “Grandfathered Salary Schedule Pay Type Indicator (pre-2014)” pull-down to the Demographic tab’s Search Screen under More Search Options > State Reporting.

Added the “Salary Schedule Pay Type” field to the State Reporting tab, which affects output in staff payroll information extract and corrects verification reports to match.

Updated so the appended supplements, “Period Appended” displays separately from the supplements period pay, “Period Supplement” via Jobs > Supplements.

Updated so benefit type deductions are locked if they are computer controlled on the Deductions tab; i.e., if the “Status” is “Computer Controlled.”

Updated the Deductions tab so users can no longer enter a date from the previous fiscal year in the Dropped field.

Added a “Suspend” check box to the Deductions tab, which allows users to flag the deduction/contribution even if it has an end date to be treated as inactive. Multiple deductions can be selected in the Suspend column at a time.

Updated so users can only view employees assigned to facilities for which the user has permission via Setup > Accounting Strips.

Updated so the report now omits employees’ social security numbers and birthdates if users do not have permission to view these fields via Setup > Employee Fields.

All users now only have access to the facilities for which accounting strip permissions have been given via Setup > Accounting Strips.

Updated W-2 from the Print Tax Forms tab to include the following changes:

• Added the "resubmitted" column to the RCA record.
• Added functionality to recognize an implied number of decimal places.
• Fixed query for job positions.
• Fixed subquery and alias for Box 12, code DD, to properly look for sponsored health insurance entries.
• Updated to allow dependent care benefits to be affected by W2 adjustments.
• Updated to allow excess life insurance to be superseded by W2 adjustments.
• Updated to distinguishing between a normal W2 run and correction run.
• Updated to allow separate corrected record type for record RF.

Updated so annual totals are hidden for previous job types via View Paystubs and Pay History > Pay History > upon viewing a pay stub by clicking the View Paystub button.

Added a “New Jobs Only” option to the Auto Assign pull-down in the Pay Types section when the Show arrow is selected, which gives users the ability to assign specific deductions to new employee jobs for selected pay types only.

Updated the Contribution Limits tab to be renamed to “Retirement Deferral Limits,” to better reflect the purpose of the tab/screen.

Added the “Recalc Employee Contracts” tab, which allows users to selectively recalculate base salary slots based on pay type and/or slot.

• The “Undo Recalc Employee Contracts” tab has also been added to allow users to undo any recalculations made.

Added “Flag Defaults” including “Fed Tax,” FICA/Med,” “Retirement,” and “Insurance” as supplement definitions via Main Tables > Slots/Steps > Rates.

• Users can select "No Influence" from the applicable pull-downs, which means that the selection of the slot step does not affect the flags on the supplement.
• In the supplements section of Human Resources > Employees > Jobs, changing the slot step updates the Tax, FICA, Retirement, and Insurance flags based on how the slot step is set up. Values are a default for the step; the columns can still be updated after the step has been selected. However, if the step is changed, the defaults will once again overwrite the values, except for any flags that are set as "No Influence.”

• Updated the “Flag Defaults” pull-downs, so the options are now No Influence, Yes, and No. Previously, the options displayed No Influence, Set Perc Flag, and Clear Flag.

Updated so users can make changes to Calendars from the Main Tables tab without recalculating employee contracts.

Added the “Calendar” pull-down to the Recalc Employee Contracts tab, which allows users to select calendar changes to be applied to select contracts; previously, when a change was applied to a calendar via Main Tables > Calendars, all contracts were automatically recalculated.

Added the following columns to the Gross To Net report: “Gross Taxable” wages, “Gross Social Security,” “Gross Medicare,” Gross Retirement,” and “Gross Insurance.”

Updated so users no longer have to roll required positions in order to reroll Staff Positions.

Updated so users can roll Increment Experience without first rolling Supplements.

Updated the Runs tab so data pulls from the pay schedule instead of needing to be manually entered or adjusted from the template.

Updated so the skip deduction classes on the pay schedule now skip the deductions on the appropriate runs.

Updated so the selection of employee deductions and tax classes on the Templates and Runs tabs are no longer required.

Updated the Retro Supplements tab so the “Explain” and “Override” buttons have been moved to the first two columns in the Adjusted Payments pop-up window. 

• Removed the following columns from the Adjusted Payments pop-up window: Cola, Step, Effective, Highly Effective, and Other.

Added an error message that displays when users try to post payroll runs using internal funds.

Added the ability to close contracts on supplements for hourly employees via the Runs tab from the Details pop-up window.

Updated the Skip Period Pay check box, so users now have the option to Skip “Period Pay” and/or “Supplements.” Previous functionality set the run to skip period pay as well as supplements. Now, users have the ability to skip period pay but still pay supplements.

Updated so supplements and salaries are not paid for closed pay types.

Updated so when Buckets are marked Inactive via Human Resources > Leave Maintenance > Buckets tab, they do not display in the Bucket Group pull-down on the Leave tab > Current tab.

Added a “Restriction” tab, which allows users to restrict specific employees to select facilities upon viewing the School/Department Payroll Entry screen. This is an added security feature, which works in conjunction with facility permission given via Setup > Accounting Strips.

• The restriction tab must be enabled via Setup > Profiles.

Added the requested date to the Origin column of the Leave tab for both Current and History tabs.

Updated so all leave buckets display including inactive buckets so payroll users have the ability to use these buckets even though they may not want employees using said buckets when creating leave requests via Employee Self Service > Employee Requests.

• Buckets are marked as “Inactive” via Human Resources > Leave Maintenance > Buckets tab.

Updated the process of W2 correcting, which now consists of the following steps:

• Original W2 needs to have been generated in Focus via the Create W2’s tab.
• Adjustments need to be added on the Adjustments tab. The “Effective” date will default to the current date.
• Users can create the W2C correction file for filing with the SSA from the Create W2’s tab; in order to do so, users must set the Type to Electronics, select the “Correction(W2C)” check box which opens up the “Last Full W2 Run” date field, and specify the date the last full W2 run was done.  Any Adjustments created after this date will be included in the correction file.

Added an “E-Pay” column to the Check Runs tab of the Checks screen, as well as the Check Report, Check Line Report, and the Check Allocation Report of the Check Report screen.

Updated so the “PO #” is now a link to the corresponding purchase order on the New Check Run tab.

Updated so when a check from the previous fiscal year is voided and “Create reversal journal entries?” is selected from the Are you sure you want to void this check? pop-up window, an “AP Void Check Encumbered” journal entry is not created.

Updated so when a check run is printed for the first time, Focus stores the signature ID as of the time of the run to ensure that signature is pulled for all future runs. This ensures that the signature that was valid at the time of the check run is always pulled for that run. Note: This functionality doesn’t apply to check runs from previous fiscal years.

Added Filters, Export, and Printing buttons to the Line Items section.

Updated so upon creating a PO Invoice or a Non-PO Invoice with a negative amount that is selected as a “Separate check,” an error message displays: “An invoice with a separate check can't have a negative total amount.”

Added the profile permission, “Delete Imported Pcard Drafts,” enabled Setup > Profiles, which allows users to delete imported Pcard drafts from the Drafts tab.

Added the “Cardholder” name and the “Last 4” of the card’s number to the Comments for vendor section for P-Card requests/orders.

Updated so users only have access to release orders associated with facilities for which accounting strips permissions are given for AP via Setup > Accounting Strips.

Updated so when users change a vendor's E-Pay status (i.e. E-Pay to non-E-Pay and vice versa), unpaid invoice’s paper check statuses are updated. If a vendor changes from E-Pay to non-E-Pay, the invoice will be flagged for paper; conversely, non-E-Pay to E-Pay will remove the paper flag from the invoice.

Updated so when users are creating new accounting strips, new functionality ensures the resulting strip(s) only comprise elements for which the user has access.

Updated modified accrual so invoice rollover creates encumbrances for PO invoices at the same time it expends. This does not apply to non-modified accrual because encumbrances are made at the same time they are posted.

Added the “PO #” column to the report, which displays the corresponding purchase order number linked to the invoice, which can also serve as a link to Purchasing/Accounts Payable > Purchase Requests/Orders or Purchasing/Accounts Payable > Internal Purchase Requests/Orders.

Added logical deletes to the bank table, which still prevents deletes from the bank table where there are associated records. This change allows users to delete bank accounts that are duplicates added by mistake.

Updated so dollar amounts now round to 2 decimal places; therefore, $0.49992 now displays as $0.50.

Updated so creating journal lines with a $0.00 amount are now skipped, as well as Internal Accounts entries.

Added the ability to exclude or include expenditures, revenue, and encumbered accounts when rolling accounts via the “Include Expenditures, Revenue, Encumbered” check box in a new Account Options section.

Added a “Start Date” and “End Date” to the Current Request tab, which allows users to define the range of time the element is needed. Note: The Start Date and/or End Date can be left blank, if applicable.

Added the “Element Info” section, which includes the element’s Code and Title, when viewing an element’s Details screen from the Elements tab. This change is only applicable to Funds, Functions, and Projects, which contain the Details link.

Added the “Group Payables Check Remit By Invoices” setting to the Check Printing section of the Miscellaneous tab, which allows users to create one entry per invoice upon in the remit section upon printing if the invoice contains multiple lines via Purchasing/Accounts Payable > Checks or Internal Account Checks.

Added the following settings to the Payroll tab: “Exclude Pay/Types,” “Include projects for employees,” and “Include projects for vacant positions,” which allows users to exclude selected Pay Types from creating encumbrances after each pay run is posted, e.g. Hourly, allows users to Include selected Projects with selection allowing specification of which Projects to encumber for Occupied positions and which Projects to encumber for Vacant positions.

Added the “Use ‘Managed By’ - Employee Requests” setting to the ESS tab, which allows users to select which modules in Employee Requests should be managed by set up employees as opposed to the approval chain defined via Setup > Approval Flow.

• Users can set up specific employee positions as the designated person of approval for select requests by selecting the “Manager” check box via Human Resources > Position Control > Positions tab.
• Users must also select the positions who are responsible for managing applicable employee requests for said position from the “Managed By” pull-down via Human Resources > Position Control > Positions tab.

Added the “Enable auto update Direct Deposits,” setting to the ESS tab, which, when enabled, automatically updates direct deposit employee information via Human Resources > Employee > Direct Deposit when an employee request for a Direct Deposit change is approved.

Added the “Online Payments” section to the Accounts Receivable tab, which allows users to accept a Convenience Fee when taking Online Payments for Form Fees (Student Applications, Reenrollments, and FormBuilder forms).

• New settings in the Online Payment section include: “Convenience Fee Product for District Facility,” “Credit Card % Convenience Fee,” “Credit Card Flat Convenience Fee,” “eCheck % Convenience Fee,” and “eCheck Flat Convenience Fee.”
• Once enabled, the convenience fee is linked to the applicable product. The product must be marked as a service, must be active, must be a Sales Price of at least $1, and must have an accounting strip at the District Facility.
• The Convenience Fee can vary depending on the payment method selected (credit card vs. echeck); therefore, the fee will recalculate depending on which payment method the user is using to complete the transaction at the time of payment.

Added the “When an IA Receipt is created without an invoice” setting to the Internal Accounts tab, which gives users the ability to set the Debit and Credit accounts for when an internal accounts receipt is created that is not linked to an invoice via Accounts Receivable > Internal Account Receipts.

Added the “Allow Editing of Imported P-Card Requests” setting to the Accounts Payable tab, which allows users to edit line items including accounting strips as well as all other fields for imported P-Card drafts via Purchasing/Accounts Payable > Purchase Requests/Orders.

• Note: Users still cannot submit the PO if there is an imbalance between the line item amount and the original imported amount unless they have the “Allow Pcard Default Accounting Override” permission set via Setup > Profiles.