|
Index |
Details of change |
||
|
CC1093 CC1094 CC1107 CC1108 CC1117 CC1123 CC1127 CC1128 CC1131 CC1133 CC1137 CC1152 CC1156 CC1157 CC1161 CC1165 |
Miscellaneous updates made since last release, including the correction of minor errors, enhancing readability, etc. |
||
|
CC1095 |
The addition of a facility allowing the selection of All Cycles or a specific cycle on the Bulk Member Transfer screen in order to narrow the selection of transfers out per cycle date in other paycentres. |
||
|
CC1097 |
The addition of a Membership Recon List Report for scheme valuations. |
||
|
CC1098 |
The inclusion of the D_Linked_Date field on the Business Transaction List extract (for the Walker Interface File). |
||
|
CC1099 |
The addition of a new Required Registration with a Code of CIR (Commissioner for Inland Revenue). This provides for the capture of the PAYE number to be used for the SARS interface. |
||
|
CC1100 |
Additional functionality added to the Payroll IN.pensions System Miscellaneous screen for the addition of a Payroll Import Progress column that displays the progress of Payroll Imports. |
||
|
CC1101 |
Additional functionality has been added to build reasonability check reports for the Annuity Payment Run. These Reports have been added to the Reconciliation Report under the Schedules. |
||
|
CC1102 |
Modifications to the Claim in Progress report under the MI Weekly Reports. |
||
|
CC1103 |
An additional View by Type of Deleted Users has been added to the Access Control Report to view who has end dated a User. |
||
|
CC1105 |
Functionality has been added to allow for the emailing of monthly statements to pensioners in place of them having to be posted (PDF Pensioner Statements under Schedules). |
||
|
CC1109 |
Process > Contributions > System Administration > Access Control > Link User to Paycentres. The resultant search screen is new (called Link User to Paycentres. |
||
|
CC1110 |
Functionality to allow for duplicate prices to be loaded for an Asset Manager where more than one Investment Medium exists for the Asset Manager. |
||
|
CC1111 |
Functionality to automatically generate a report displaying the MI Dashboard user usage statistics for the previous week and email it to a distribution list of specific users each Monday morning. |
||
|
CC1112 |
Rewrite of the Reconciliation Report that is displayed as a selection under Annuity Schedules. The Reconciliation Report is now 11 separate Reports. The addition of the Payment Details Not Authorised Schedule report. |
||
|
CC1113 |
Additional selection criteria added to the Member Values Report, resulting in the new Member Portfolio Analysis report. |
||
|
CC1114 CC1147 |
Functionality has been added to provide for the upload of a file of tax refunds and underpayments received from the Swaziland Revenue Authority (Annuity Payment Detail Upload layout AB78). (Only applicable to PSPF.) |
||
|
CC1115 |
Additional functionality for Bulk Life Cycle Allocations added to allow investment membership groups loaded via Payroll to appear in the open cycle. The Bulk Life Cycle Allocations functionality allows for a bulk process to change all members from individual member choice to the default life cycle membership groups and to process the required switches to align the member’s investments with the investment allocation for the applicable life cycle membership group. |
||
|
CC1116 |
Enhancements to the Benefit Payments process to include a process checklist. A web page has been provided that can be selected on the Claim Details page and the Benefit Payment Process page and that can be defined using a Document Template. This allows the checklist to be set up and amended to suit each Client’s requirements. A single checklist has been provided with separate tick boxes for the Doer and the Authorizer. |
||
|
CC1118 |
The following has been added to the Expense Billing page: - A new Status Report to display all of the Expense Billing runs that have been processed. This indicates as at a specified date, when Expense Billing was processed per Pay Centre for a Scheme. - Functionality for the JU3BH_BILL\BJU3BHO0.BAT batch job for the expense billing run to be initiated from the Expense Billing menu. - A new Enquiry menu option. |
||
|
CC1119 |
The Claim Details Report has been updated to show the Payment Authorisers, Administrator date timestamp and Pay Centre. |
||
|
CC1120 |
A new Website for Front Office Staff has been created so that they can perform enquiries on member records and view the progress on Claims. |
||
|
CC1121 |
Functionality has been added in order to be able to link a note to an annuity review date and to be able to capture a date on the note. In addition the naming of the JU4DB screen has been changed to be Annuitant Process and the Update Type heading to be Annuitant Update Type. Functionality has been added in order to filter the Notes Extract by Membership Reference Number. The Payment Review Date report under the Annuity menu has been enhanced to include the note linked via its date to the review date. The Notes Extract report has been enhanced to include a Date and Note Heading. In addition, the report has been enhanced to be filtered by Purpose, Date and Note Heading. |
||
|
CC1122 |
Functionality has been added to produce an invoice for every administration fee payment. Options to generate a Tax Invoice or a Payment Advice have been added to the JU2BK Manual Accounting Journal accounting screen and document templates set to cater for this. |
||
|
CC1124 |
Payment Runs can now be scheduled to run either in the overnight batch run or the batch job can be run when the payment run is submitted. This also applies for Rejection or Authorization. A warning message will be displayed in each case, allowing the user the option to choose to either process batch runs now or in the overnight batch run. The batch runs scheduled for processing now and those scheduled to run overnight can be viewed in a new View Scheduled / Processing Runs menu item. |
||
|
CC1126 |
The addition of functionality to the Communication menu item to allow for the selection of a standard template that is emailed or sent to a member’s cellular number. |
||
|
CC1129 |
Functionality has been added to allow the system to send an email notification to a Member, Employer or Trustee when the business is contacted via the respective Websites (General Enquiry). |
||
|
CC1132 |
A new extract report has been added under annuities to provide a combined report of addresses for all active annuitants including beneficiaries and suspended annuitants. |
||
|
CC1135 |
Functionality to upload and view documents has been added to the Corporate Client under Infrastructure Changes. |
||
|
CC1136 |
In the Benefit Claims Process, the sub-menu selection for Claim Checklist will display for the following: 1. JU4BN Authorise Claim 2. Claim Enquiry (Members of a Scheme) 3. Automated Claims |
||
|
CC1138 |
Functionality has been added to provide for the receipting of deposits for multiple sub-funds (Participating Employers) within an Umbrella Fund and the processing of a single payment at the Main Fund level for multiple Sub-Funds. |
||
|
CC1139 |
Functionality has been added so enable the system to identify possibly duplicated members and allow them to be merged by an authorized user to the membership number with the oldest contributions. |
||
|
CC1141 |
The addition of a Print action button on each of the Annuity Reconciliation Reports. |
||
|
CC1142 |
The segregation of duties is now being applied to the authorization of Section 13A Interest i.e. the person who provisionally authorises late interest may not be the same as the person that finally authorises the transactions. |
||
|
CC1145 |
The addition of a Process drop-down list to the JU3FG Authorization Rules Template/Accounting Activity Association screen so that Benefit Payment Process Accounting Activities and Bulk Payment Activities can be linked to the Rules. |
||
|
CC1149 |
The addition of an Origin field on the JU3AK Search Criteria screen in order to select the originating process from a drop-down list. |
||
|
CC1150 |
The addition of functionality to upload and view documents for a Participating Employer. |
||
|
CC1151 |
A date field has been added to the Certificate of Education Warning report to enable the report to be run in the past. |
||
|
CC1153 |
Changes have been made to ensure that an Interim Bonus rate can only be deleted by a user different to the user who created the Interim Bonus Rate, and an authorised Interim Bonus Rate can only be deleted by a user different to the user who authorised the Interim Bonus Rate. In either case, an error message will be displayed. |
||
|
CC1154 |
Changes made to the Debit Order Process as per the notices issued by BankservAfrica to improve the identification of transactions for clients and to effectively facilitate stop payments. |
||
|
CC1155 |
Changes to the UPPV in the Annuitant Status and Amendment Reason fields on the JU4DD Membership Payment Details record. |
||
|
CC1158 |
Changes made to the User Reference field on the LDC and FNB Online layouts in order to display the EFT reference number on the scheme’s bank statement. |
||
|
CC1162 |
Update Document Type values for document upload. |
||