Colorado 2020 Tax Update

These are the updates for Colorado, effective January 1, 2020:

• The flat income tax rate, used for regular and supplemental wages, decreases from 4.63% to 4.55%. The decrease was approved November 3, 2020, and is retroactively effective to January 1, 2020.

• All employers must calculate the required Colorado wage withholding using the income tax withholding worksheet, and this worksheet must be used for 2020 and later Form W-4s. This worksheet can also be used for 2019 and earlier W-4s. Previously, Colorado allowed its 2019 percentage method, which included withholding allowances, to be used with Form W-4s for 2019 or earlier.

For more information, see: https://tax.colorado.gov/sites/tax/files/DR1098_12-2020.pdf.

Colorado 2021 SUTA Electronic Filing

Colorado has released its FTP guide for quarterly wage reports to be implemented by the first quarter due date of tax year 2021. The only change was in the format for the reporting quarter and year in the ICESA S record: the Reporting Quarter and Year should provide the year first and the quarter next as 01, 02, 03, or 04, in the format YYYYQQ.

The S record reports this in positions 215-220.

Here is an example for the 1st quarter of 2021:

• Current format: 032021

• New format: 202101

For more information, see: https://cdle.colorado.gov/sites/cdle/files/documents/WageFTPInstructions.pdf.

Maryland 2021 Tax Update

Maryland has released its updated withholding guide, which is available at this link: https://marylandtaxes.gov/forms/20_forms/Withholding_Guide.pdf.

The updates include changes to the maximum standard deduction used in the percentage methods, which increases from $2,300 to $2,350.

Always Rebuild Option Updates for Favorite Report, Table, and Chart Dashparts

To improve the performance of dashboards, the always rebuild option is no longer selected by default when you create new dashparts for the following dashpart types:

• Table dashparts: The Always Rebuild Dashpart option is no longer selected by default in the Table Options dialog box.

• Chart dashparts: The Always Rebuild Dashpart option is no longer selected by default in the Chart Options dialog box.

• Favorite report dashparts: The Always Rebuild Report option is no longer selected by default in the Dashpart Designer.

The always rebuild option settings for existing table, chart, and favorite report dashparts are not affected by this enhancement.

Vantagepoint Intelligence Support in Files Administration Utility

Workbook files that you upload in Settings » General » Intelligence are processed by Vantagepoint so that the workbook can be displayed in Dashboards. As an additional layer of support, the processed workbook files are saved in the Files Administration utility (Utilities » Files Administration of the desktop application). You can download these files for analysis if the need arises.

To download Vantagepoint Intelligence files from the Files Administration form, select Intelligence in the Application field and then click Refresh Files List. The Files grid displays the Vantagepoint Intelligence files that are available for download. You can use the other fields to filter the list of files that are displayed in the Files grid. Click the filename of the file that you want to download and then click Open or Save on the File Download dialog box to display the file, or to save the file on your local machine.

Auto Numbering

In the Firms hub, if auto numbering is enabled for firms but the Number/ID field is locked for your user role, the firm number is automatically generated.

Improved Searching of Unit tables in Mobile T&E

This enhancement applies to Vantagepoint server 3.5.8 and above.

Mobile Time & Expense now allows you to find and select unit tables, regardless of how many unit tables your company has in the database. If the unit table search results require more than one page, a Load More Unit Tables link appears at the bottom of the screen.

You can also search for unit tables that sound the same. Use this type of search to locate unit table records that have variant spellings or that contain diacritical (accent) marks or special characters; for example Anne/Ann or Martin/Martine or Smith/Smyth/Smythe.

Menu Navigation Overview Video

The Menu Navigation Overview video has been updated and added to the Look Around section of the Getting Started with Deltek Vantagepoint page that displays when you first log in to Vantagepoint. This is especially helpful for new users when they open Vantagepoint for the first time.

The video covers the following tips and tricks for navigating Vantagepoint:

• Using a shortcut to quickly access Vantagepoint menu items

• Creating more screen real estate to work with

• Using the options on the Vantagepoint main toolbar

• Accessing online help and learning aids

This video, along with all the Vantagepoint videos, is also available in Video Library help topic. To access this topic:

1. Click the help ? in the upper right corner of any Vantagepoint screen.

2. In the drop-down menu, click Learning Aids.

Defect 1432479: In Interactive Billing, when you modified the number of hours for a labor transaction, transferred the labor to a different labor category on the project, and then posted the invoice, the Employee Labor Detail report incorrectly displayed the realization for the modified and transferred labor as a negative amount instead of zero.

Defect 1425156: This issue occurred on the Units tab in Interactive Billing when you opened the Billing Unit Insert dialog box to add a unit charge to bill. When you selected a unit, the Unit Table field was not automatically populated with a unit table (if the unit only belonged to one unit table) or the first unit table (if the unit was present in multiple unit tables).

Defect 1425152: On the Invoice Approvals form, the Open in Draft Invoices row tool option at the end of a row in the Invoices grid did not display for approvers with access to the Draft Invoice Approvals menu and read-only record access to Billing Terms.

Defect 1429408: The Invoice Totals amount on the Invoice Approvals form was not updated after you edited the fee for an invoice. You edited the fee by clicking the row tools for an invoice in the Invoices grid and selecting Open in Draft Invoices. In Draft Invoice Approvals, you changed the percentage in the Percent Complete field on the Fees tab.

Defect 1426876: Voucher selection on the Select Vouchers to Pay dialog box behaved inconsistently when a voucher's payment terms are Hold or PWP (pay when paid).

Defect 1428084: EFT amounts were incorrect when more than 100 vouchers for the same vendor were included in the same run, and a separate payment was created for each voucher.

Defect 1427706: If an employee or project has Pennsylvania as the state in their location information, the Location field on the Employees form or on the Projects form incorrectly displayed La Paz as the state. This issue occurred when the user who displayed the record did not have a default country specified on the My Preferences dialog box.

Defect 1430788: This issue occurred if you upgraded from Vision to Vantagepoint and a security role had access to all hubs in Vision but not all hub tabs. After you upgraded to Vantagepoint, when users with that role opened a record in a hub, they received a warning message about not having access to the ReadyforProcessing field.

Defect 1437780: This issue applies if you upgraded from Vision and your role settings did not have full access to firm and project records. When you viewed or created firm or project records in Hubs » Firms or Hubs » Projects, you received error messages. (This issue was caused by legacy role configuration settings that were migrated to Vantagepoint, but which were no longer applicable.)

Defect 1418882: On the Associations tab, when you clicked the hyperlink in the Primary Client field, it did not correctly display the primary client's name.

Defect 1424513: If you had a user-defined opportunity lookup field in the Client info center in Vision and upgraded to Vantagepoint, that field was correctly converted to a project lookup field in the Firms hub in Vantagepoint, but the lookup still referenced the old Vision opportunity IDs, not the new Vantagepoint project IDs.

Defect 1428899: When you printed or previewed an invoice from another company in Firms » AR Review, you received the following error message: "The resource does not exist or you do not have access."

Defect 1432539: If your security role has the project Record Level View filter applied, you received the following error message when you opened AR Review: "Invalid column name 'Status'..." .

Defect 1410552: When you edited a voucher and then, on the Voucher Line Items dialog box, you entered an invoice number in the Billed Invoice field, the value in the Billed Phase field was removed and you could not edit the field or save the record.

Defect 1399588: When you set the Projects hub to list view and then exported a project that included a memo field, the text was exported with the HTML formatting tags visible.

Defect 1426240: On the Screen Designer form for the Project hub's Dates & Columns tab, when an administrator hid the Milestone columns for specified user roles, those users could still see the Milestone columns when they started a new project by copying a pre-existing project, or when they edited the structure on an existing project.

Defect 1424776: This issue applies if a comma (,) was entered as the Delimiter Symbol in Utilities » Key Formats » Projects. On the New Project form, when you tried to create a new project by copying from another project, you received the following error message: "The source data no longer exists or is no longer accessible."

Defect 1428669: This issue applies when you set the Create Phase option to From Project on the New Phase form. When you tried to search for an existing project in the Project field by entering the project name, the Project field sometimes did not display the existing project in the drop-down list of search results.

Defect 1428723: This issue occurred if the PR.CreateUser field was included under the Item column of the Project Auto Number Format grid on the Expression Configuration dialog box (Settings » Workflow » Numbering). When you created a new project record while automatic numbering was enabled, the assigned project number did not match the configured auto number format.

Defect 1429871: In some cases, when you tried to copy an existing project to create a new one and Enable Overall Revenue Limit was selected for the existing project, you incorrectly received an error message on the Edit Project Structure form that indicated entry of an overall revenue phase to adjust was required.

Defect 1429873: In some cases, when you changed a project's stage on the Projects form, the value in the Capacity Calculation field in the summary pane (Included in Scheduled and Utilization or Excluded from Scheduled and Utilization) appeared to be updated correctly based on the new stage, but actually it was not changed. As a result, if you later tried to save that project, you received an "Invalid Capacity Calculation" error message.

Defect 1436882: When you tried to add an activity to a project record, you received the following error message: "Record already exists and cannot be added." This issue occurred if a primary contact was specified for the firm in the Primary Client field on the Overview tab, which caused the firm to be populated twice on the Activities dialog box.

Defect 1426274: This issue occurred when you changed the currently selected accounting period to a prior period. If you set the date in the Basis for Planned Calculations JTD Through field on the Options dialog box in Project Review to the end date of that prior period, Project Review incorrectly displayed ETC planned billing hours, even though the project had no planned hours after that date.

Defect 1428977: On the Project Review form, when you displayed the details of a field (such as JTD Direct Consultants at Cost, JTD Direct Expenses at Cost, and so on), you could not expand to drill down into a vendor's details if their name contained a single quotation mark (').

Defect 1434878: When you logged in to Vantagepoint from the Microsoft Outlook Add-in using Windows Authentication, and you have Vantagepoint configured to use Azure Active Directory, a blank page opened and nothing happened.

Defect 1432423: When you entered a project on a timesheet with WBS2 (phases) enabled, the WBS2 line items displayed but you could not select them.

Defect 1409890: This issue occurred for product managers with a Timesheet Line approval role who did not also have an employee supervisor role. When these product managers selected Approval Center » Timesheet Lines, they could correctly only see their approvals. However, when they clicked the date hyperlink on a timesheet line, they could incorrectly see the entire employee record and not just their assigned projects.

Defect 1408885: When you configured a chart dashpart with the employee dashpart base, and specified a date range for the Direct / (Standard - Absence) Hours column, the column did not display the correct value based on the date range that you specified.

Defect 1412969: When you displayed the Upcoming Generic Assignments system dashpart in a dashboard, the value displayed in the Range Hours column was, incorrectly, more than the value displayed in the corresponding ETC Hours column.

Defect 1415949: If you had open credit card charges and you opened an expense report, the Credit Card Charges pane did not slide out automatically. You had to click a specific area of the bar to be able to open the Credit Card Charges pane. This issue occurred if you were not viewing Vantagepoint in a full screen window.

Defect 1429855: When you copied an existing expense report and used it every week, duplicate sort order numbers appeared when you tried to generate the report.

Defect 1430713: If a role did not have access to the project Bill By Default field, the Account field could populate incorrectly in Expense Report detail lines.

Defect 1431235: When you selected an expense category from the Expense Category option on the New Expense Report Search dialog box, the expense category that you selected was changed to a different one. When you clicked Apply after selecting an expense category, some of the expense lines still used the initial expense category and did not use the new expense category.

Defect 1412180: This issue applies for the Form 940 Worksheet and Form 941 Worksheet payroll reports. On the Options tab for the reports, the check boxes for withholding codes and contribution codes in the Additional Exempt Payments section were incorrectly selected by default.

Defect 1413107: This issue occurred if you applied the Contains operator to filter report data on the Cash Receipts report. When you ran the report, you received the following error message:  "An error has occurred during report processing. (rsProcessingAborted) Query execution failed for dataset 'ReportDataset'. (rsErrorExecuingCommand) For more information about this error, navigate to the report server on the local server machine or enable remote errors."

Defect 1419625: When you tried to generate the Timesheet Analysis and Timesheet Audit reports in the French language, you and others in your role sometimes received a message saying that an "error has occurred during report processing."

Defect 1420010: This issue occurred when you selected a new record in the report options or on the Favorites tab of the Reporting form. When you clicked the report options icon and then returned to the Favorites tab to preview the report, Vantagepoint displayed a report of a previously selected record instead of the new record that you selected.

Defect 1421167: When you clicked the Search & Download icon, selected all the available Detail columns, and clicked Show Results, the last column was transferred to the second column when you generated the Employee List report.

Defect 1426034: When you created and saved a new section in a favorite user-defined hub report, the new section disappeared when you reopened and updated the report.

Defect 1429106: This issue occurred when you ran a report with the Unit of Measure option set to Millimeters on the report's Layout tab. When you selected Other Actions » Email and, on the Email Report dialog box, you set the File Type option to Adobe PDF or Microsoft Excel and then clicked Send, the email file was generated with oversized column widths. This issue happened in both scheduling and direct email processes.

Defect 1431564: On the Reporting form, when you searched for accounts in the Records field of General Ledger reports, there was a delay in displaying the results in the drop-down list.

Defect 1435690: When you ran a report, you received the following error message: "QueryRoutines.GetExpressionEntityDelegate (none).none is not handled."

This issue occurred when you did the following:

• You selected a report that used data from a user-defined hub.

• On the New Search dialog box, you selected a custom field that was used in the user-defined hub.

Defect 1412780: When you submitted a timesheet with zero hours, you received an "Awaiting Approval for Time Detail Line" message, and the assigned approver was not able to approve the timesheet.

Defect 1416575: When the Resource Planning module was removed or inactive, the Export Utility did not display in the Navigation pane in Utilities » Imports & Exports » Export. This issue occurred even if you owned the Accounting, CRM, or PSA modules, which should have made the Export Utility available.

Defect 1397988: When you inserted a field to an existing proposal or a template and you entered Date in the search bar of the Insert Fields dialog box to search for the completion date of a professional service project, the field did not display in the search results.

Defect 1425772: In Project search, if you selected the Project County and also used the = operator, the drop-down list was not available and you had to manually enter text in the Value field.

Defect 1438377: This issue applies if you make EFT Payments for employees, vendors, or payroll. When you set Include ICD in Immediate Origin Number to Yes on the NACHA Files Format tab in Settings » Cash Management » Banks, with the intention of appending the number 1 at the beginning of your company ID (immediate origin number), the number 1 incorrectly replaced the space before the immediate origin number. This made the formatting of the file incorrect.

Defect 1427209: This issue occurred when you saved a change to a grid column caption. If the field had the wrong post-conversion data type, you received the following error message: "The Code currency does not exist."

Defect 1427400: This issue occurred when you created and saved a user-defined grid in Screen Designer. On the Screen Designer form for Grid Properties, if you set the grid's Field Security to Displayed and Locked for a user role, when a user with the specified role logged on to Vantagepoint and viewed the custom grid, the scroll bar for the grid was missing.

Defect 1427447: You were unable to add a new record in the Projects hub due to a custom field that Vantagepoint recognized as empty (blank). This issue occurred when you completed the following steps:

1. In Screen Designer for the Projects hub, you created a numeric field and then set its default value to a number that was not zero (blank).

2. In Settings » Workflow » User Initiated Workflows, you enabled a Validate Error action if your custom numeric field was empty.

3. You returned to Screen Designer and then changed the default value of the numeric field to 0 (zero).

Defect 1435498: This issue occurred on the Record Access tab of the Roles form when you tried to set up record access restrictions for any hub using a SQL Where Clause. If your query had more than 255 characters, you received a message informing you that the value was greater than 255 characters in length and that the value was trimmed.

Defect 1419574: Workflows did not send a required alert when an event occurred if the event involved a user-defined grid element.

Defect 1413524: This issue occurred if you have an approval workflow set up for expenses, and the Automatically Approve When Most Recent Approver is Same as Current Assignee check box is selected for the approval workflow (on the General tab in Settings » Workflow » Approval Workflows in the desktop application). The email notification (Notification at Step Beginning) specified for the workflow was not sent to the currently assigned recipients.

Defect 1412351: This issue applies if you set the Use Files to Group Transactions option to Yes in Settings » Accounting » Transactions. In the Transaction Center in the desktop application, when you opened the Select Posting Run dialog box of a new voucher or an existing file, the Batch field did not display the name that was entered in the File Name field on the General tab of the Create Voucher from Purchase Orders form.

Defect 1413006: When you filtered the Posting Logs grid based on a date value, the results displayed did not match the filter criteria.

Defect 1430795: On the Invoice Lookup dialog box, when you selected an invoice of a project that had multiple phases (WBS2 level) to associate with the cash receipt transaction entry, only one phase was added to the Project Information grid on the Cash Receipt form.

Defect 1426935: This error occurred if, in the Diary Auto Numbering section of the Transaction Settings form in Settings » Accounting » Transactions, diaries were set up for your company. When you created a new journal entry or edited an existing journal entry file, you received a "Column:Org does not exist" error.

Defect 1429716: When you combined a vendor type firm with a client type firm on the Combine Records tab of the Firms form, files from the vendor type firm were not included in the combined firm record.