Updated Reference Guides

Updated Reports section to replace any outdated images and provide current screenshots to reflect the latest version of the software and the reports. Two new reports were added:

• Released/Not Released Check Report

• Independent Contract Report

Updated Utilities > Print T5018 Forms section as follows:

• Added descriptions for Transmitter Acc No field and Transmitter RepID field.

• Added a new section for XML File Key Details.

Updated Setup > AP Setup > System Data Module > Security > System Privileges section to add the following two new privileges which are related to setting up a credit card vendor:

• APDCCEMPD

• APVCCEMPD

Updated Standard Canvases and Objects section as follows:

• Updated name of "Security/AI" bucket to "Security/AI Usage".

• Added new section for Standard Dashboards.

Updated Default BI Reports as follows:

• Changed title of "Security Bucket" to "Security/AI Usage Bucket".

• Updated General Ledger Bucket section with a description for GL Standard Dashboard.

• Updated Accounts Payable Bucket section with a description for AP Standard Dashboard.

• Updated Accounts Receivable Bucket section with description for AR Standard Dashboard.

• Updated Job Costing Bucket with section a description for JC Standard Dashboard.

Updated BI Dashboard Builder - Screen > Fields - Pane > Visualization Calculated Fields > Functions section to add the following functions:

• length

• trim

• date.dayDifference

Updated BI Dashboard Builder - Screen > Fields - Pane > Visualization Calculated Fields section with a new subsection for Using AI Assistant for Calculated Fields.

Updated BI Query Builder section as follows:

• Updated Toolbar section with a new subsection for Schedule Export. Also included any missing details about other fields available in the toolbar. Added a new section for Runtime Toolbar - Controls.

• Updated Getting Started - Creating Queries section with refreshed screenshots where required.

• Updated BI Query Builder - Screen section with refreshed screenshots where required. Re-ordered sections to match the flow of the drop-downs.

Updated Change Orders > Enter PCI > PCI - Detail - Tab section to add details about enhancement made to markup calculation under the following fields:

• Status

• OCO No.

Updated Using Logs > Notes, Attachments, and Documents > Attachments > Uploading Attachments section as follows:

• Updated Construct PM screenshots under [Copy From Object] button.

• Added new subsection for Changing Attachment Type.

Updated Security > Security By Feature > PCIs > Security Roles section to add the following checkbox:

• Markup Rules - Edit

Updated Security > Security By Feature > PCIs > Project Roles section to add details about the following checkboxes:

• Workflow Button - PCI

• Disable PCI Printing Until Approved

• Delete PCI Detail line when restricted

Updated Security > Security By Feature > Punch Lists > Project Roles section to add details about the following checkboxes:

• Create Punchlist Area On The Fly

• Validate Punch List Areas

Updated Security > Security By Feature > RFIs > Project Roles section to add details about the following checkboxes:

• Redirect RFI

• Workflow Button - RFI

• Disable PCI Printing Until Approved

• Allow P-type Users To Select A Reviewer Template - RFIs

• Allow P-type Users To Add Reviewers - RFIs

• Allow P-type Users To Save A Project Level Reviewer Template - RFIs

• Create New Review Cycle - RFIs

• Allow For Adding Notes And Attachments To Closed RFIs

Updated Security > Security By Feature > Subcontracts > Project Roles section to add details about the following checkboxes:

• Post Subcontract

• Post Subcontract Change Order

• Void Subcontract

• Void Subcontract Change Order

• Add SOV On Posted Subcontract

• Add SOV On Posted Subcontract Change Order

• Workflow Button - Subcontract

• Allow Override in Workflow - Subcontract

• Allow Override in Workflow - SC CO

• Edit SOV After Workflow Approval - Subcontract

• Edit SOV After Workflow Approval - SC CO

• Approve Subcontract and Subcontract Change Order

• Disable Subcontract Printing Until Approved

• Disable SC CO Printing Until Approved

• Maintain Subcontractor Pricing Status LOV

Updated Security > Security By Feature > Submittals V2 > Project Roles section to add details about the following checkbox:

• Allow Adding Guest Reviewers - SubmittalsV2

Updated Document Management > Submittals section as follows:

• Added section for Notes - Tab.

• Removed the following subsections as they are no longer relevant:

  • Detailed Description of the New Submittal Process

  • Locking ‘Dates Required by Schedule’
    

• Updated Automatically Creating Review Cycles on Submittal Return section to indicate that the submittal status at either the Sent or Returned stage is associated with a status class of either "Reviewed" or "Resubmit".

• Added new Submittal Schedule section.

Updated Document Management > Documents section as follows:

• Added a note under the [Upload] button to indicate that the Drawing Management and Specifications folders are not available for selection in the drop-down field, as upload functionality has been disabled for these folders. To upload documents to these folders, use the Drawing and Specs Upload and Extraction Tool.

• Added a note under Document Folders > Managing Document Folders section to indicate that the [Upload] button is not available for the Drawing Management and Specifications folders. Additionally, that the Drawing Management and Specifications folder are not available for selection in the Folder field's drop-down

Updated Document Management > Drawings > Drawing Viewer > Header Icons > Menu > Details as follows:

• Added more detail about the Location field and how it’s used.

• Removed details about the [Add Revision] button, as this button should only appear for Documents.

Updated Document Management > Request For Documents section as follows:

• Updated Creating a New RFD to add a note to indicate that users should ensure that all relevant document types and statuses associated with the selected PM object(s) are selected. The system will only extract PM records that contain attachments if the corresponding document types and statuses are specified.

• Reviewed content, applied standard formatting, and included any missing details to improve flow and clarify of information.

Updated Document Management > Drawing and Specs Upload and Extraction Tool > Upload PDF Drawing or Specification Set section as follows:

• Added Extract Areas section with subsections for Select Extraction Areas (Manual Extraction) and Extract with AI (Automatic Extraction), which includes details about the [Extract with AI] button.

• Updated various screenshots to reflect the latest version of the software.

Need to confirm if system privilege AIASKAL changed from "feature" to "functionality".

Updated Budget & Cost Management > Potential Change Items > PCI Detail – Tab > PCI Details section to add details about enhancement made to markup calculation under the following fields:

• Status

• OCO No.

Updated Budget & Cost Management > Cost Status Query section to provide details about the following two fields:

• Base Cost Code

• Segmentation Code

Updated Site Management > Project Checklists section as follows:

• Changed name of Issues tab to Follow Up tab.

• Updated details in General - Tab about Issue Responsibility and Type fields. Added details about Trade and Punch List fields.

• Updated Checklist - Tab section with details about related objects. Previously, only issues could be linked, but now users can add Submittals V2.

Updated File Maintenance > Local Tables > Checklist Template Maintenance section as follows:

• Updated Checklist Templates Library – Tab section to refresh screenshots and add details to Creating or Editing Checklist Templates subsection and Edit Header subsection about Header Fields and UDF Header Fields sections.

• Updated Checklist Templates Toolbar subsection with a description for the [Filter by Tags] button.

Updated File Maintenance > Local Tables > Checklist Template Maintenance > Security Settings > General - Tab section as follows:

• Changed name of Issue Defaults section to Follow-up Defaults section.

• Added description for Allow Issue Creation - Checkbox.

• Edited description for Default Issue Type field.

• Added description for Default Contact field.

• Added description for Allow Punchlist Item Creation – Checkbox.

• Added description for Default Trade field.

• Added description for Default Punchlist field.

Updated File Maintenance > Company Control > Change Management – Tab section to add the following checkboxes:

• PCI Import: Assign Cost Codes Not on Job - Checkbox

• Assign Cost Codes Not on Job for PCI types: External, Internal, Transfer, Original Budget - Checkboxes

Updated Quick Guides to improve the quality of the following guides (e.g., formatting, clarity of details, screenshots, etc.):

• Prompt Maintenance

• Down Payment and Amortization

• Creating BI Reports From Project Checklists

Updated Crew Timesheet Entry > Timesheet Entry > Adding Employee Level Trade and Equipment section as follows:

• Added a note to indicate that the ability to assign multiple trades/unions is determined by the 'Allow to Change Trade and Union' checkbox located in the Crew/Mechanic Time Configuration screen in E-Time.

• Added details to indicate that the Delete icon is available after at least one trade/union combination has been added.

• Added a note to indicate that if the 'Allow to Change Trade and Union' privilege is not enabled, the Delete icon will not be visible and users will be restricted to the defaulted trade/union.

Updated Personal Profile section as follows:

• Added Overview section.

• Added Security section.

• Updated Personal - Tab section to update the fields available on this tab.

• Re-named "W-7 - Tab" to "Tax - Tab".

• Removed "Relatives - Tab".

• Added "Other - Tab" and "Attachments & Notes - Tab".

• Added Editing Personal Information section.

• Added Updating Contact Picture section.

• Added Managing Document Attachments section.

• Added Family Information section.

Updated My Team section with details about emergency contact details.

Updated Using Remaining Leave section as follows:

• Updated Submit a Leave Request section to indicate that holiday schedules are based on the location option selected in the Holiday Determination Method in Construct field on the Rules tab of the Payroll Control screen.

• Updated Cancel a Leave Request section to indicate that if an employee cancels their leave request, both the direct and delegated managers receive an email.

• Added a section for Handling Partially Used Leave Requests.

Updated Managing Leave Requests > Approve or Reject a Leave Request section as follows:

• Indicated that when a leave request is rejected, a Rejection Note text box appears as a mandatory field and managers must enter a reason for rejecting the request before submitting the decision.

• Added that if a delegated manager approves/rejects a leave request on behalf of the direct manager, the direct manager is notified of the action taken (i.e. by email).

Added new section for Construct ESS - Expenses which includes the following subsections:

• Workflow for Submitting a Manual Expense

• Manual Expense

• Mileage

• Setup

Updated Settings as follows:

• Updated Settings screenshot.

• Re-added Disable background download for drawings toggle.

• Updated About screenshot.

Updated Contacts > Creating a Contact to update the “Assign Contacts” and “New Contact” options to “Import Contacts and “Create Contact".

Updated Drawings > Drawing Viewer > Header Icons > Menu > Details as follows:

• Added more detail about the Location field and how it’s used.

• Removed details about the [Add Revision] button, as this button should only appear for Documents.

Updated "Construct Printing" to "Using Construct Reports" and replaced any instances of "Construct Printing" with "Construct Reports".

Also updated screenshots in the following sections to reflect option from "Create Reports" to "Reports".

• Project Checklists

• Journals > Creating Journal Reports and Copying a Journal Entry

• RFIs > Creating RFI Reports

• Issues > Creating Issue Reports

Updated Project Checklists section as follows:

• Changed name of Issues tab to Follow Up tab.

• Updated details in General - Tab about Issue Responsibility and Type fields. Added details about Trade and Punch List fields.

• Updated Checklist - Tab section with details about related objects. Previously, only issues could be linked, but now users can add Submittals V2.

Updated Receiving section to indicate that receipts can be entered, saved, and posted directly from the purchase order. Also updated Entering a New Shipment section to provide a description for the [Post Receipt] button.

Updated CMiC for Outlook Add-In > Prerequisite section as follows:

• Added a note to clarify that this section is for Enterprise clients only.

• Added a link to new quick guide for Outlook Add-in Setup with OAuth 2.0 Authentication.

Updated screenshots throughout the content to reflect the latest Material 3 (M3) design in the following sections:

• Change Request Approvals (Web)

• My Team (Web)

• Leave Management (Web)

• Delegation Management (Web)

• Leave Dashboard (Web)

• Timesheet Approval (Web)

Updated Manager Self Service > Leave Management (Web) section as follows:

• Updated Leave Management screenshot.

• Updated Leave Management Log section with new subsection for Customizing the Log.

• Updated Employee Record > Requests section to indicate that when a leave request is rejected, a Rejection Note text box appears as a mandatory field and managers must enter a reason for rejecting the request before submitting the decision.

Updated Manager Self Service > Leave Dashboard (Web) section as follows:

• Updated Header Filter section with updated screenshot of System Options screen in System Data module.

• Updated Main View section to remove outdated content and provide a cross-reference to the Using Remaining Leave section in the Construct ESS guide.

Updated Manager Self Service > My Team (Web) section as follows:

• Added new Emergency Contact Display section.

• Updated Managing Leave Requests > Approve or Reject a Leave Request to indicate that when a leave request is rejected, a Rejection Note text box appears as a mandatory field and managers must enter a reason for rejecting the request before submitting the decision. Also added that if a delegated manager approves/rejects a leave request on behalf of the direct manager, the direct manager is notified of the action taken (i.e. by email).

Revised Security section to reduce duplication by adding cross-references in the following subsections to the related material in CMiC Field:

• Role Maintenance

• User Maintenance

• User Access

Updated screenshots throughout the content to reflect the latest Material 3 (M3) design in the following sections:

• Personal Profile (Web)

• Family Information (Web)

• Payslips (Web)

• Personal Timesheet (Web)

Update Payment Administration > Request and Review Vacation Balances (Web) section as follows:

• Updated Submit a Leave Request section to provide details about the rejection note.

• Updated Cancel a Leave Request section to indicate that if an employee cancels their leave request, both the direct and delegated managers receive an email.

• Added a section for Handling Partially Used Leave Requests.

Updated Personal Timesheet (Web) > Timesheet Entry Screen section with details about the Enter Missing Hours option.

Under Job, Overhead, Equipment, and Work Order – Tabs section, added note about security permissions required for Shift field, Equipment Location field, and 'Exclude from OT Processing' checkbox.

Updated Personal Timesheet (Web) > Timesheet Entry Screen > Job, Overhead, Equipment, and Work Order – Tabs to add details about the following fields:

• Equipment Location

• WBS fields

• TAC fields

• Shift

• Exclude from OT Processing - Checkbox

Updated E-Timesheet > E-Time and E-Expense - Setup > Role Maintenance (E-Time Roles) > E-Time Role Setup > Timesheet to document the following checkboxes:

• Allow Shift codes in E-Time - Checkbox

• Allow Equipment Location - Checkbox

• Allow Actual Work Date - Checkbox

• Exclude from OT Processing - Checkbox

Updated Reports & Utilities > Available Reports section with additional details on the following reports:

• Asset Listing (FA4000)

• Category Listing (FA5000)

• Additions/Deletions (FA6000)

• Depreciation by Category (FA3000)

• Depreciation by Account (FA7000)

• Insurance Report (FA8000)

• Expense Detail Report (FA9000)

• Fixed Asset (FA2000)

Additionally, refreshed any outdated reporting screenshots and applied standardized formatting.

Updated Setup > Local Tables > Cost Pool Allocations > Create Cost Pool Allocations section as follows:

• Updated Create the Accumulate List section under the Enter the Distribution field to add details about TAC codes.

• Updated Enter Prorate To Data under the Distribution field to add details about TAC codes.

Updated Setup > Local Tables > Cost Pool Allocations > Create Cost Pool Allocations section as follows:

• Updated Create the Accumulate List section under the Company field to indicate that if the prorate method is set to "L" for a corporate levy, users can enter/select companies that use the same chart code as the company entered in the Cost Pool header.

Updated Setup > Local Tables > Cost Pool Allocations > Create Cost Pool Allocations section as follows:

• Updated Create the Accumulate List section under the Enter the Distribution field to add details about pick lists.

Updated Reports section to replace any outdated images and provide current screenshots to reflect the latest version of the software and the reports. The following new report was added:

• Consolidated Trial Balance by Department Report

Updated Quick Guides > Performing the Year End for 2020 to as follows:

• Removed "2020" to make the article more generic.

• Removed Step 5 (Optional) to simplify process for customers.

Updated Quick Guides > Accessing the [Update Analytics] Button in Financial Document Formatter 2.0 as follows:

• Under Overview section, replaced "CMiC Default Data Source" with "the BI Query for Financial Document Formatter section under the Financials tab of the System Options screen." Additionally, added a note to indicate to make sure that both BI Folders, GLBI Financials Documents and GLBI Financial Documents Transaction Drill Down, are present in the BI Data Source.

• Under Process section, in the first bullet of Step 1, added "(alternatively, a custom BI Data Source with "GLBI Financials Documents" and "GLBI Financial Documents Transaction Drill Down" under the General Ledger business area)". In Step 3, replaced “Expand the CMiC Default Data Source menu option” with “Expand the BI Data Source menu option”. Also added Step 7.

Updated Integrating CMiC with Greenshades > Step 3: CMiC Setup for Integration with Greenshades section as follows:

• Added details about Contact and New Hire sections to the following subsections:

  • Create W-2 Export File for Greenshades

  • Create SUTA Export File for Greenshades

  • Create New Hire Export File for Greenshades

• Updated W-2 Reporting Setup > W-2 Parameters Mapping section to clarify the description for this screen.

• Updated W-2 Reporting Setup > Greenshades Locality Options > > Locality W2 Mapping section to provide more detail about the fields available on this screen.

• Updated 1099 Reporting Setup > Create 1099 Export File section with a cross-reference to 1099 Reporting - Create 1099 Media Files for more information about the fields on the Create 1099 Media Files screen.

• Updated 940 Reporting section with with more information on the fields available in the Fed 940 Report screen.

• Updated ACA Compliance (1095-C, 1094-C) Reporting Setup > Creating 1095 Export Files section to include details about the [Download File] button.

Updated Benefit and Deduction Administration > Benefits > Master Benefits section to add the following fields which are used to capture information for Vertex tax calculations:

• Is this Benefit

• Compensation ID

• [Override Taxability] - Button

• Pay Type

Updated Benefit and Deduction Administration > Deductions > Master Deductions section as follows:

• Updated Deduction ID and Name field to indicate that the Deduction ID LOV displays system and user-defined deduction codes.

• Added a description for the [Deduction ID Override Taxability] button.

• Updated Supplemental Deduction ID and Name field to indicate that the Supplemental Deduction ID LOV displays system and user-defined deduction codes.

• Added a description for the [Supplemental ID Override Taxability] button.

Updated Reports section by refreshing screenshots and applying standardized formatting to enhance information flow in the following reports:

• VETS-4212 Report

• Injury Analysis (545) Report

• OSHA 300 Report

• OSHA 301 Report

Cloud customers are now required to use ImageTrust, as CMiC no longer implements Kofax in Cloud environments.

Updated Imaging Setup > Imaging Control > Miscellaneous Options – Section to add a note to indicate that the following checkboxes have been deprecated in Patch 22 (related to deprecated Outlook plugin and ECM Explorer), but are still available in Cloud, which is currently in Patch 21:

• Allow ECM Search from Outlook

• Enterprise Docs in ECM

• PM Docs in ECM

Created a new Frequently Asked Questions section and included content from Appendices A and D, then removed these appendices.

Additionally, added a question about locating the Oraseq Number in Image Manager.

Updated Inventory Counts > Entering the Count > Items section to provide details about the following fields:

• +Excess/-Missing

• Inventory On Hand Quantity

• Workfile On Hand Quantity

Updated Creating a Bill > Preparing the Billing > G/C Prepare Billing (General Contractor Prepare Billing) > Retainage Columns in the Group Summary and Bill Code Detail Tabs section to add the following statement to the Current Bill Ret Held field and the Current Bill Ret Rls fields: On a revision, this column will respect the value from the base draw or any prior revisions on the same draw.

Updated Invoice Report Layouts section to include all invoice formats:

• Canadian Formats

• Free Form Formats

• Progress Billing Formats

Updated Creating a Job > Enter Job > Job Setup - Job Detail - Tab section as follows:

• Added a description for the [Assign Ship To Addresses] button.

• Added a new section for Job Alternate Ship To Address.

Updated Processing - Job Costs > Enter Cost Transaction > Enter Cost Transaction - Detail section as follows:

• Removed details about [TAC] button, as this button was removed.

• Updated description for "WBS Code 1, 2, 3, 4" fields to "WBS/TAC Code 1, 2, 3, 4" and to indicate that these fields are also active for a G-line and then only if the account is utilizing TAC codes.

Updated Reports section to refresh the Report Parameters screenshots to reflect the latest version of the software. Edited existing content, applied standard formatting styles, and added any missing details. Additionally, added the following reports:

• Subcontractor Risk Aggregate Detail Report

• Subcontractor Risk Aggregate Summary Report

Updated Setup > Company Control section as follows:

• Updated screenshot under 'Enable De-duplication Searching Function' checkbox to include Registration Code and Company URL columns.

• Added new Rules and Parameters List section.

• Updated various screenshots and enhanced standard formatting to improve overall readability.

Updated Control section as follows:

• Updated screenshots to reflect the latest version of the software.

• Provided description for Allow Retain Release toggle.

• Added more detail to the Allow Multiple RFPs toggle and the Mandatory toggle.

Updated Setup > Collaborate Gateway Registration and Login with Azure > Microsoft Outlook Collaborate Gateway Registration section as follows:

• Added a note to indicate that Group email addresses are not supported.

• Added a second note that Collaborators are not required to use a Microsoft account but will be prompted to log in through the Microsoft Login page.

• Added a new subsection for Data Handling for External Collaborators.

Updated Entering Purchase Orders > Purchase Order Detail section as follows:

• Updated Line Item Details to add a description for WBS/TAC Code 1,2,3,4 fields.

• Updated [Allocation] - Button to add a description for WBS/TAC Code 1,2,3,4 fields.

• Removed [Transaction Allocation Code] - Button section as it is no longer necessary with the addition of the WBS/TAC fields.

Updated Working with Blanket POs > Blanket Purchase Order Entry section to create a new subsection for Selection Criteria and provide details about the following fields:

• Vendor

• Include Expired Blanket Orders - Checkbox

Updated Working with Blanket POs > Blanket Purchase Order Entry > Blanket Rules – Section > General – Tab section to provide details about the following fields:

• Vendor

• Job Company

• Job Code

Updated Working with Blanket POs > Blanket Purchase Order Entry > Line Item Rules section to provide a description for the following fields:

• Previously Released Amount

• Previously Released Quantity

Updated Setup > Purchase Order Control > Purchase Order Defaults – Tab > Other section to update checkbox name to ‘Default Ship to Address Code from Job Location’ and added new details for the ‘Use Dedicated Ship to Address for Job PO’ checkbox

Updated Setup > Purchase Order Control > Posting – Tab section to provide details about the following new checkboxes:

• Post EC Transaction for Inventory Receipt – Checkbox

• Post EC Transaction for Non-Stock Receipt – Checkbox

• Post EC Transaction for Freeform Receipt – Checkbox

Updated Processing Requisitions > Create Purchase Order From Requisition section as follows:

• Updated Requisition section:

  • Indicated under the Job Code field that if a user selects a requisition without a job code, the system will display all available blanket orders, instead of filtering by job-specific entries. This ensures that users still have visibility into all potential order options while maintaining job-specific accuracy when required.

  • Indicated under PO Number field what the PO Number LOV will display if a job code is present on a requisition and a blanket order exists for the same job code and item for a given vendor.

• Updated Requisition section:

  • Indicated under Vendor Code field that when a user selects a requisition and checks the 'Blanket' checkbox, the Vendor Code LOV filters and displays only vendors that have blanket orders for the specified item.

  • Indicated under PO Number field that upon vendor selection, the PO Number LOV is dynamically filtered, showing only Blanket Orders relevant to the selected item. The Job column in the PO Number LOV displays all blanket orders linked to a specific job code.

Updated Setup > Local Tables > Control (SC Control File) > Contract Defaults – Tab section to add descriptions for the following fields and checkboxes:

• Compliance Code

• Default Print Waiver Doc

• SOV Task Name is Required – Checkbox

• SCO Posting To Be Validated Against Net Amount – Checkbox

• Term Code From Job – Checkbox

Updated Management > Applicants > General - Tab section as follows:

• Added a new subsection for Minority Business.

• Moved Licenses Information subsection before Minority Business.

• Added a note to Certifying Agencies subsection to indicate that this section may be hidden if the 'Minority Business Enterprise Status (Enhanced)' box is checked on the Prequalification Control screen.

Updated Management > Subcontractors section as follows:

• Added a new subheading for Subcontractor Prequalification (Header) with subheadings for Aggregate and Single Project Limits, Subcontractor Prequalification Metrics, Project History Totals, and Joint Check – Checkbox.

• Under the subheading for Subcontractor Prequalification Metrics, added details about using this feature.

Updated Prequalification Setup > Prequalification Control section as follows:

• Added new subsection for Minority Business Enterprise Status (Enhanced).

• Updated various screenshots to reflect the latest version of the software.

Updated Quick Guides section to add a note to the following two quick guides to indicate that Microsoft Office365 (Exchange Online) is not supported for SMTP protocol:

• SMTP Wallet Setup

• Configuring SMTP Mail Settings in CMiC

Updated Setup > System Options > General - Tab > Other section to add detail to the [External Web Servers] button about the following fields:

• Encryption

• Public Key File

• [Upload] - Button

Updated Setup > System Options > Self Service – Tab section to provide details about the following fields:

• Enable Emergency Contact Display for Direct Reports in ESS My Team - Checkbox

• Allow Split Deposits between Multiple Accounts - Checkbox

• Select Split Method

• Display requests in Leave Management Log by

• Expense Workflow in Construct ESS

• Maximum Number of Destination Accounts Allowed

Updated Security > Roles > Define Roles section to revise the security privilege "AIANALYTCS - CMIC AI: Allows the user to "Ask Al" feature" to "AIASKAL - CMIC AI: Allows the user to use "Al" functionality".

Updated Security > Roles > Define Roles section to add the following system privilege:

• AIUPDBSINS – CMIC AI: Allows the user to modify Business Instructions

Updated Security > Roles > Define Roles section to add the following system privileges:

• APDCCEMPD - AP: Allow User to delete Credit Card Employee Details

• APVCCEMPD - AP: Allow User to view Credit Card Employee Details

Updated Security > Roles > Define Roles section to add the following system privilege:

• CMLGDSCPCI - CM: Allows To Modify The Long Description On the Posted PCI

Updated Security > Roles > Define Roles section to add the following system privilege:

• SCSEPRFPCO - SC: Allows user to modify "Separate Request for Payment for Change Order" on Posted Subcontracts

Updated Security > Roles > Define Roles section to add the following system privilege:

• WKF_BUILD - WKF: Allows the user to access Workflow Builder.

Updated Global Tables > Tax Codes > Tax Setup > Payable Invoices section to provide descriptions for the following new fields:

• Calculate Discount On Taxes At Time Of Payment - Checkbox

• Discount on Tax Department, Account

Updated API Management > Setup - APIs > API Security section as follows:

• Updated API Security section to update "Assign API to Role" link to "Assign Role to API".

• Updated Assign API to Role section title to update the title to "Assign Role to API" and updated details to reflect the latest version of the screen.

Updated API Management > Setup - APIs > API Security > App Registration section to indicate that if a duplicate entry for the Application ID and Issuer URL column values is found after saving, this screen will throw an error.

Updated User Admin Central > Core Features of UAC > Azure Integration section to add details about the fields available on this screen.

Updated User Admin Central > Core Features of UAC > Azure Integration section as follows: to add details about two new fields available on this screen:

• Updated User Maintenance subsection with details about the Login User field.

• Updated Azure Integration subsection with details about the OID field and User ID field.

• Updated Onboarding Error Log subsection with details about the Login User field and the User ID field.

Updated Customizing & Editing Consoles > Console Regions > Edit Region Content section to update screenshots and include subsections for:

• BI Dashboard and BI Query – Content Type

• Static ADF - Content Type

Updated Setup > Company > Expense Categories section to include a description of the following button, used to capture information for Vertex tax calculations:

• [Override Taxability] - Button

Updated Setup > Company > Expense Categories section to include descriptions of the following fields, which are used to capture information for Vertex tax calculations:

• Is this Expense

• Compensation ID

Updated Setup > Company > Expense Categories section to include a description of the following field, which is used to capture information for Vertex tax calculations:

• Pay Type

Updated Setup > Company > Pay Groups > Check Options – Tab section as follows:

• Revised 1st Signature File Name, 2nd Signature File Name fields to indicate that buttons are used to upload the signature files.

• Indicated under the Company Logo File Name field that an image uploaded in this field is also used to print the company logo on a direct deposit/check.

• Removed detail about the [View] button from the description for the 'Print Company Address on Checks' checkbox, as this button is no longer available.

Updated Setup > Employees > Employee Profile > HR Info – Tab section to add more details to the following fields:

• Benefit Type

• Yearly Salary

• Calculate Accrued Leave From

• Calculate Burdens From

Updated Setup > Employees > Employee History > Company – Tab section to clarify under the Payroll Company field that when selecting a new payroll company under the Payroll Company field to transfer an employee’s profile, the system will prompt you to confirm whether the employee’s accrued leave balances should also be transferred to the new company. Also added a note to indicate that this transfer only applies to accrued leave and does not affect non-accrued leave.

Updated Setup > Jobs > Overheads > Overhead Codes and Rates section to add descriptions for the following fields:

• Work Location

• Timesheet Account

Updated Administration section to add the following subsections:

• Base Elements

• Table Bases

Also added cross-references to these sections in Company Leaves > Company Leave Details > Advanced Setup - Tab under the Base Element and Table Base fields.

Updated Administration > Benefit Administration > Master Benefits section to provide details about the following button, used to capture information for Vertex tax calculations:

• [Override Taxability] - Button

Updated Administration > Benefit Administration > Master Benefits section to provide details about the following fields, used to capture information for Vertex tax calculations:

• Is this Benefit

• Compensation ID

Updated Administration > Benefit Administration > Master Benefits section to provide details about the following field used to capture information for Vertex tax calculations:

• Pay Type

Updated Administration > Benefit Administration > Accrual Benefits section to update the following subsections:

• Benefit Accrual Setup - Removed the description for the [Build Paidout Summary] button and added a description for the 'Include in Accrual Paid-out' checkbox.

• Benefit Accrual Paidout - Added more detail about the fields available on this screen.

Updated Administration > Deduction Administration > Company Deductions section as follows:

• Updated Deduction ID and Name field to indicate that the Deduction ID LOV displays system and user-defined deduction codes.

• Added a description for the [Deduction ID Override Taxability] button.

• Updated Supplemental Deduction ID and Name field to indicate that the Supplemental Deduction ID LOV displays system and user-defined deduction codes.

• Added a description for the [Supplemental ID Override Taxability] button.

Updated Administration > Deduction Administration > Company Deductions > Basic – Tab section to provide details about the following buttons:

• [Jobs] - Button

• [Tax Elements - Button

Updated Administration > Payroll Taxes - Overview > Payroll Taxes section to remove the following fields:

• Single State Tax – Checkbox

• Calculation Method

• Alternate Calculation Code

Added the following fields:

• Real Vertex Tax ID

• Enumerated Type

Updated the description for the Vertex Tax ID field to indicate that the LOV includes the corresponding real Vertex tax IDs and enumerated types for consistency with Vertex documents.

Updated Administration > Payroll Taxes - Overview > Payroll Tax Accounting section to remove the following fields:

• Effective Date

• End Date

• Tax Type

• Calculation Method

• Alternate Code

• Jurint Type

Updated the following fields:

• Moved State and Location fields to the Tax Details section.

• Added Tax Level field.

• Updated Tax Code field to include “ALL” option.

Updated Administration > Payroll Taxes > Tax Calculation Method section with descriptions for the following fields related to ongoing Vertex enhancements:

• Pay Run, State Code, Work Location, Tax Code

• Effective Date, End Date

• Tax Type

• Alternate Code

• Jurint Type

Additionally, updated Calculation Method field to revise to "Enter/select the calculation method that applies to the tax. The list of available methods changes depending on the Vertex Tax ID code selected."

Updated Imports > Importing Timesheets From Oracle > ASCII File Layout – Import Timesheet from Oracle section to add the following import columns:

• IMP_TSH_SECTOR_CODE

• IMP_TSH_SCHEDULE_CODE

• IMP_TSH_ACS_CODE

• IMP_TSH_COMMENTS

• IMP_TSH_EXP_HOUR_TYPE