Idaho 2019 Tax Update

The annual withholding tax tables for Married and Single have been updated. The tax bracket thresholds were adjusted upward in the percentage method. The tax rates, which range from 1.125% to 6.925%, were unchanged from the 2018 methods.

 

For more information, refer to https://tax.idaho.gov/pubs/EPB00744_06-27-2019.pdf.

New York 2019 Quarterly Processing

New York State has released a new wage reporting requirement effective January 1, 2019. Employers are now to report employee wage and withholding information each calendar quarter. Previously, employers submitted year-to-date information on the fourth quarter return.

 

The electronic reporting file generated for New York through the Quarterly Processing application has been updated to include the quarter information only. The Quarterly Processing Editor form as well as the Quarterly Electronic Filing Worksheet have also been updated with the following label changes:

• YTD Gross UI Wages is now QTD Gross UI Wages.

• YTD State Tax Withheld is now QTD State Tax Withheld.

The following fields now display on the Overview tab of the Projects hub for all customers: NAICS, Award Type, Competition Type, Contract Type, Period of Performance (POP), and Duration. In addition, Master Contract and Solicitation # fields are now available for all customers except those who activated the Accounting module only. These fields were previously available only to government contracting customers using Deltek CRM who upgraded to Deltek Professional Services or Deltek Vantagepoint.

 

The fields listed above were also added in the following areas of Vantagepoint:

• In My Stuff » Dashboards, the fields appear as a project-related dashpart. 

• In Utilities » Import in the desktop client, set the Table Description to Project on the Main tab. The fields then appear as options on the Text File Fields Mapping tab.

• In Settings » Workflow » User Initiated Workflows, set the Area option to Project. You can then add the fields as conditions in the Workflows and Actions grids.

To improve the performance of dashboards, Vantagepoint no longer refreshes the information displayed in the dashparts when you enter and exit Edit mode on the Dashboard form. To further improve performance, you can set chart and table dashparts to only refresh every 24 hours, instead of every time that you display a dashboard containing them.  

• To refresh a table or chart dashpart every time it is accessed, select the new Always Rebuild Dashparts option, which is available on the Table Options dialog box and the Chart Options dialog box. Existing table and chart dashparts are updated with this option automatically selected.

• If you do not select the Always Rebuild Dashparts option for a dashpart, a refresh icon is displayed in the dashpart title heading. Click this option to refresh dashpart information on an as-needed basis. The date and time of the most recent refresh are displayed beside the refresh icon. Dashparts for which you do not select the Always Rebuild Dashparts option are automatically refreshed with current data after 24 hours.

In making application programming interface (API) calls, you need to know the name of the database that you are logged into for authorization to access Vantagepoint through the API. To facilitate this, when you generate the secret on the API Authorization form, a new, read-only Database Name field displays with the name of the database for your Vantagepoint application.

For more information, see API Authorization Integration Utility in the online help.

The Talent Mangement form in the Talent Management Integration Utility now offers the following options:

• Limit by Labor Type: Use this option to limit the export of employee data to a specific labor type.

• Only Send Organization With Employees: Use this option to export only those organizations that have employees assigned to them.

 

Custom scripts can also be created to map additional data between Vantagepoint and Talent Management. For more information on custom scripts, contact Deltek Global Consulting.

In the desktop application: When you access the Multicompany Analysis report in Utilities » Analysis »  Multicompany Analysis and click Schedule Analysis on the Multicompany Analysis dialog box, you can now configure the notification email and choose the report’s File Type, so that you can send the report as an email attachment. You can also choose HTTP link to report output to send a link via email. If you do so, recipients must log in to Vantagepoint to access the report.

 

If you are working on SaaS databases, when you click Schedule on the Send Email dialog box, you can now schedule the report to run at a later time or specify a recurrence schedule.  If you are working on non-SaaS databases, click Schedule Analysis on the Multicompany Analysis dialog box and go directly to the scheduling options.

You can now print timesheet reports that identify employee start times, end times, meals, and breaks. The Start/End Timesheet report provides an overview of the starting and ending times for timesheet entries for a single employee, for each workday in the labor period. This option is available only if you set Enable Start/End Time to Yes in Settings » Time » Options and enable Require Employee to Enter Start and End Times on the Time & Expense tab of the Employees hub.

You can include employee start time, end time, meal, and break information in timesheet reports that print automatically each time that they are submitted. To do this, select the Print Start/End Time Report option on the Timesheet Settings dialog box.

To print a Start/End Timesheet report from a timesheet: on the Actions bar, click Other Actions » Print and then select the Start/End Timesheet option.

When you add a drop-down type user-defined field to an application, you use the Limit Entry to Values List check box on the Field Settings dialog box to determine whether users are restricted to selecting only items from the drop-down list in the field. Previously, you could change this setting after you saved and created the field. Now, after you make this selection and you click the Save action on the Screen Designer form, you cannot change the Limit Entry to Values List check box setting for the new field.

Updated PHP Version

The Touch Server for this version of the Deltek Vantagepoint mobile application has been upgraded to support PHP 7.3.8.

If your only activated modules are CRM and/or Resource Planning, organization settings are available in the browser application in Settings » General » Organization.

These settings have been updated to remove the Company Address field. You can now update your company address using the Options form in Settings » General » Options.

Defect 1164281: If you use multiple companies, and you edited a column on the Absence Hours Accruals grid in Accounting » Absence Accruals » Hours Adjustment for an employee who was using the same Absence Accrual Code value for different companies, you received an error message.

Defect 1139948: When you ran the Adjust Salaried Job Cost process for a timesheet that had negative hours, the hours were not recognized as negative and the timesheet was not adjusted correctly. It incorrectly made an adjustment to make the cost equal to the positive cost/salary amount.

Defect 1147957: On the General tab of the Tax File Generation form, when you selected the UK VAT Return in the File Format field and you also selected the Cash Basis Reporting check box, you received the following error when you clicked the Review tab or Generate File: "An expression of non-boolean type specified in a context where a condition is expected , near 'then'."

Defect 1149434: When you generated the UK VAT Return file, if the file had two invoice transactions that had the same post sequence number, period, and amount, the grid on the Review tab of the Tax File Generation form could display wrong amounts for the transaction rows, or the rows could be missing from the grid.

Defect 1158107: This issue applies if you have multiple companies in Vantagepoint, you use Touch Time, and you have a custom web service application for timesheets. When you entered and saved a timesheet in Touch Time, the employee’s company was not passed to the web service application.

Defect 1162923: When you viewed or printed the Final Invoice or the Billing Backup report in Billing » Interactive Billing, succeeding pages displayed <Draft> instead of the correct invoice number.

Defect 1150328: Retainage invoices were dropping the first two lines of the billing client's address when you set the Invoice Addressee option to Name of Billing Client or Name of Billing Contact/Client on the Billing Session Options dialog box.

Defect 1158675: When you imported  a credit card file with valid data and zero errors into a statement, a message displayed indicating that there were errors with multiple entries in the import file. The Import Error Report also did not list the errors and instead displayed an error message.

Defect 1156704: When you attempted to add credit card statements in Cash Management » Credit Card Reconciliation, or reviewed credit card transactions in Cash Management » Credit Card Review, Vantagepoint denied you access to these applications. This happened because you did not have the relevant role or user access established in Security Settings.

Defect 1150989: The Exclude Decimal from the Output File check box on the Download Payments to Text File dialog box in Vendor Payments should have remained selected or cleared, based on what was entered for it in the the last payment run. This dialog box opens when you click Export to Text on the Printing and Numbering page in Vendor Payments.

Defect 1159239: In the Firms hub, if you selected the vendor's Payment Address and then created a check, the Primary Address was used instead of the payment address.

Defect 1148922: Sometimes, when an activity was marked as completed (the check mark was selected) and then not completed (the check mark was cleared) on the Activities tab in the Opportunities hub, the activity's notes disappeared.

Defect 1087893: In the Contacts or Firms hub, if you toggled the Mailing Address check box on the Firm Address and the Other Address dialog boxes, the firm information was inadvertently removed from the form.

Defect 1160165: The Hire Date and Termination Date fields in the Employee hub were missing when the Accounting module was not installed.

Defect 1044531: Users with security roles that do not have access to the labor cost rate tables received the following error when accessing the Employees hub: "You do not have access." However, they could still click OK and access the Employees hub. They should have been able to access the Employees hub without receiving the error.

Defect 1077141: When a new employee record was created in the Employees hub, the value that was set for the Check Hours Entered against Expected option in Settings » Time » Options was not honored.

Defect 1150842: In Voucher Review, paid vouchers continued to display even when you applied filters to show only unpaid items.

Defect 1154852: When the Company field was set as a required field in Contacts hub and you tried to add a new contact in the Firms hub, you received an error message even though the Company field was already populated.

Defect 941789: If you did the following on the Invoices form in the Projects hub (Hubs » Projects » Invoices), a blank Additional Documentation dialog box appeared:

1. Click the Filed Invoice icon at the end of an invoice row in the grid.

2. On the Additional Documentation dialog box, select View Supporting Documents and click Continue.

3. While that invoice is loading, click the Filed Invoice icon at the end of a different invoice row multiple times. 

Once the blank dialog box displayed, you had to log out and log back in before you could view invoices again.

Defect 1154301: In Hubs » Projects, you were able to change the Project Stage of a phase or task (WBS levels 2 or 3) even if the project (WBS level 1) was already approved for use in processing.

Defect 1158089: When you set the Fee Method to Percent Complete by Phase, as Fixed Amount on the Fees tab of the Billing Terms form in Hubs » Projects » Billing Terms, the Fee to Date amount was recalculated when a new billing phase was added in the Fee Billing Phases grid, or when the Percentage Completed field was updated on another line in that grid.

Defect 1151151: When you added a billing phase in the Billing Phases grid on the Fees tab in Hubs » Projects » Billing Terms and you selected the Enable Posting By Billing Phases option, the grid should have displayed a Phase column that you could use to select a phase to post, whether or not the database uses tasks. Instead, you were unable to select a phase because the Phase column did not display. This occurred if you worked on a database that did not use tasks and the Percent Complete by Phase, as Fixed Amount was selected as the fee method.

Defect 1137093: If you set the Hour Decimal Places option to No Decimal on the Plan Settings form (Settings » Resource Planning » Plan Settings), and you entered a small number of planned hours for a work breakdown structure element with a relatively large number of assignments to which those hours were to be distributed, in some cases your entry was either blanked out or was changed to an incorrect number. 

 

With this fix, some assignments will receive no distribution of planned hours if the even distribution of the entered hours would result in an average distribution less than 1. For example, if you enter three hours to be spread across seven assignments, three assignments will receive one hour each, and the other four assignments will receive no hours. With the No Decimal setting selected, assignments cannot receive partial hours.

Defect 1144821: On the Advanced Search dialog box in the Projects hub, if you selected and applied the phase and/or task level criteria to a project search, and then later re-opened the search, the phase or task level criteria reverted to project level.

Defect 1153997: On the Plan form in Hubs » Projects » Plan, if you checked out a plan to modify it, you could not save changes to the plan. Instead, Vantagepoint displayed an error message and automatically checked in the project plan without your changes. As a result, you had to to check out the project plan a second time in order to modify it and then save your changes.

Defect 1150438: The Primary Client value on a project record was not the same on all project levels when you updated the primary client's contact.

Defect 1152554: When you created a new project, the project number assigned was incorrect because it did not follow the configured sequence number for new projects.

Defect 1131807: On the Project Review form in the Projects hub, if you selected a project that had planning data in the future (ETC) and JTD values from current and past periods, when you changed the Basis for Planned Calculations, JTD Through option to Period End Date on the Options dialog box, Vantagepoint updated the ETC value but not the JTD value. This resulted in an incorrect EAC value.

Defect 1163714: The fields on the Communications form in Settings » General » Communications were incorrectly set to the original defaults when you implemented the following type of change for a Vantagepoint module license:

• If you use the Vantagepoint Cloud product: Deltek Cloud Operations performed a module code update on your behalf.

• If you use the Vantagepoint on-premise product: You used the Vantagepoint deployment script switches (GetLicenseFile or UpdateLicenseFile) to make a module license change.

This issue did not occur when you made changes on the Modules form in Settings » General » Modules.

Defect 1148894: After you entered and saved the Deltek URL, user ID, password, and database settings in the Vantagepoint Welcome pane in Outlook, you should not have needed to enter this information again when you opened Outlook. However, these settings were getting cleared out, and you were required to re-enter them.

Defect 1158215: This applies for expense line approvals. When you tried to view a supporting document for an expense line on the Approval Center form (clicked the paperclip icon in the Receipts column and then clicked the view icon for the receipt in the Expense Line Receipts dialog box), coding text displayed in the browser instead of the actual supporting document.

Defect 1153500: This issue could happen when you made changes to two calendar entries: you reduced the duration of the first entry by resizing the block, and then you clicked and dragged the block of the second entry next to the first.

 

In this scenario, you received an error message if the following things were also true:

• You enabled the Enable Start/End Time option in Settings » Time » Options.

• You did not leave the Calendar application to create and modify the timesheet entry.

Defect 1163275: Some project-related search functions, such as project-level searching, were not available when you performed an advanced search in the Dashpart Designer for project-based dashparts.

Defect 1158281: When you created an expense report and clicked the Submit button, you received the error message "Please enter a value for Date". This defect happened when:

• You added a credit card charge to the expense report.

• There was an empty row in the expense report.

Defect 1164206: The Account Analysis report would time-out and stop responding when it was generated with the following report settings:

• On the Options tab, select one period to be included in the report.

• On the Sorting/Grouping tab, make sure Account Number in the Sort/Group By column is not enabled.

• In the Account Lookup dialog box, select all accounts.

Defect 1158035: The activity's Start Date information was missing on the Contact List report.

Defect 1154220: When you generated the Employee Labor Audit report with the Debit Account column selected on the Columns & Groups tab of the report settings, if the database had a large amount of records in the LD and LedgerMisc tables, you recieved a message stating that the report was being generated and the process stopped responding.

Defect 1158083: When you generated a General Ledger Export report, the report did not contain any results if you used a specific period range instead of using the current period range.

Defect 1158076: When you ran the Timesheet Audit Detail report with the Date Format field in My Preferences set to any of the Day/Month/Year formats, you received an error message.

Defect 1095993: In some cases, the calendar period billing amounts on the Labor Resource Planned and Actuals report did not match amounts in the corresponding columns on the Labor tab of the Plan form in the Projects hub.

Defect 1117435: When you created a new user-defined hub and then entered a new value instead of selecting an existing value from the User-defined drop-down list, the new values were not displayed when you generated a User-Defined report.

Defect 1137826: On the Favorites tab in the Reporting application (My Stuff » Reporting), when you selected a legacy report and then clicked the Search and Download icon to display search criteria, Vantagepoint returned the following error message: "Make sure report path is valid and the report has been loaded through Report Administration."

Defect 1162882:  When you selected a group of timesheet records, left and right arrows for viewing other timesheet records were not displayed.

Defect 1158666: When you opened a timesheet and selected Other Actions » Floor Check, the value in the Expected Hours field was sometimes incorrect when the Date Format field in My Preferences was not set to YYYY-MM-DD.

Defect 1164270: When a timesheet containing units was submitted and approved, and you then posted the timesheet in Transaction Center » Time and Expense Posting, no file name was assigned for the automatically generated unit posting in the File column in Transaction Center » Transaction Entry » Units.

Defect 1148029: The Timesheets form stopped responding and the spining wheel animation was displayed when you accessed the form.

Defect 1145437: When a new absence request was submitted, you received an error when you clicked the absence request notification in the Notification Center.

Defect 1163968: In the Find Resources pane on the Resource View form, when you set up a search for resources based on Skills, the search results returned were incorrect.

Defect 1148517: In Screen Designer, when you selected Dropdown as the field type for a user-defined field on the Add Field dialog box, and then selected the Limit Entry to Values List check box on the Field Settings dialog box, you could not search for projects.

Defect 1143347: If a saved search included a user-defined field, you received the following error message:

Invalid column name 'Cust or The multi-part identifier "ClientCustomTabFields.

Defect 1145354: The options in the Cross Charge Options section on the Labor Cross Charge form displayed even when Enable Cross Charge Feature was set to No.

Defect 1159535: In the Debit and Credit Distribution by Organization grid on the Posting Accounts form, you could not select a task for a project that had an available phase because the Task drop-down list was empty.

Defect 1156821: This applies if you maintain separate balance sheets by organization. You were unable to map a liability account for the labor credit distribution account for labor in Settings » Accounting » Posting Accounts.

Defect 1132233: On the Revenue Group form, the Revenue Method field was not enabled after you selected a project for a new revenue group. If you tried to save the new revenue method without a revenue method, you received an error message that said the revenue method was a required field.

Defect 1165081: On the Options tab of the Credit Cards form, when you deleted an expense report user in the Secondary Credit Card grid (on the Team Members Assigned to Credit Card dialog box), the deletion was not saved correctly. For example, if there were multiple employees listed on the dialog box, the wrong employee was deleted.

Defect 1136403: On the Chart of Accounts form, when you changed to List View and used the quick search filter to view the number of records for a specific account category, the filter still showed the same number of records from the initial account category search.

Defect 1145447: When you opened the Files Category settings from the Global List Options in Settings » Labels and Lists » Lists and added a new entry as a Firms category on the Files Category Settings dialog box, the category was not stored correctly as a firms category. Consequently, the new entry was not available for selection in the Files grid of the Files & Links tab on the Firms form in the Firms hub.

Defect 1146094: If you set the Auto Number Source column to Expression, you were not able to set up auto numbering unless you then inserted a row on the Expression Configuration dialog box. 

 

Defect 1155106: When you added numeric-type fields to an expression that was used in a user-initiated workflow, you received the following error message when the workflow was triggered: "Workflow error processing CHANGE event on the table <xxx> ..... Error converting data type varchar to Numeric.”

Defect 1155676: If you added a labor code and other details to a new project in a timesheet, tapped Save, and opened the added project again, the Labor Code field would still be editable even though revision auditing had already started. You would encounter this issue if the  Revision Audit option was enabled with the Revision Audit Frequency field set either to Start when employee starts timesheet or Start when employees submits timesheet in Vantagepoint.

Defect 1146144: In AP Disbursement and AP Voucher Transaction Entry, the Account field in the Project Information grid incorrectly prefilled with a reimbursable account instead of a direct account when all the following applied:

• In Hubs » Projects » Project on the Accounting tab, you set Other Expenses in the AP Bill by Default section to No for a regular project.

• An expense code was used for the regular project for an AP disbursement or AP voucher.

The Account field should have prefilled from the expense code's direct expense account as defined in Settings » Cash Management » Expense Codes in the desktop application.

Defect 1131779: When you posted a reversal for an AP voucher that included a tax amount, the transaction amount was reversed but the tax amount was not.

Defect 1134284: When you enabled the Allow Asset Entries option and created a new asset entry, the Account column was automatically populated with an account number when you selected an asset type. However, when you selected a project name, the account number in the Account column was cleared.

Defect 1164024: While creating a cash receipt transaction file, you received the following error message when you selected an intercompany invoice on the Invoice Lookup dialog box: "Posting to an intercompany Account is not permitted."

Defect 1153603: When you imported Purchase Order Item Detail Cost Distribution and/or Purchase Order Default Project Distribution import types with distribution values that were not equal to 100% (using the Import Utility form in Utilities » Desktop Imports of the desktop application), the purchase order commitment records were many times larger than the original value that was committed in the original purchase order. Consequently, ledger amounts displayed values that were much higher than it should be.

 

The import utility now verifies if the values are equal to 100% before proceeding with the import process.

Defect 1156124: If the Full access to all menu items option was not selected for your security role on the Roles form in Settings » Security » Roles, you were unable to select a vendor's address on the Accounts Payable form in Utilities » History Loading » Accounts Payable.

Defect 1134954: When you changed the date format to dd/MM/yy and added an accounting period in Utilities » Periods » Period Setup, the Start Date field for the accounting period did not use the new date format.