Last Updated: January 13, 2026

Bug Fixes

1. Report Runner
   • Fixed the please wait dialog messages so that it will now show “downloading x records” message instead of “retrieved x records” when it’s in the process of getting the rows (as it was misleading) and moved the “retrieved x records” to after it actually gets them from the server.  Helps users to understand what is taking a long time…the getting of the data or generating the report.
2. Login
   • If a user types in their user using the domain information it was causing a strange error and was preventing users from logging in.  Ex: typing in a user Mickey.Mouse@domain.com would partially authenticate, but would fail part way through the login process.  Normally the domain info is already setup on the server service so there is no need to type in the domain info on the user line.
   • Changed the login process to allow for logging in via Entra and standard on premises login at the same site.  This will make it easier for remote users and local users at the same site (if configured for both).
3. Budget Audit
   • Sped up the budget audit for certain situations
   • Some of the audit code messages were not being inserted into the DB…and as a result didn’t show a meaningful message when a budget audit
4. Code Tables
   • Find/Delete unused codes from various pages – Was having issues in some cases when hundreds of codes were found to be cleaned up.  This bug has been fixed.
   • Earning Benefit Type
     • When double clicking on the formula to get the formula editor the grid (earning or benefit) was not switching to benefit until after clicking on the test button…this has been fixed so it’s set correctly as soon as you see the dialog.

Enhancements

1. Landing Page
   • New filter page option for using month name instead of GL period in the band header caption.
   • There is also a new code tables system parameters variable to make this the new default for a site.  It’s called: “land_page_use_month_name”
2. Login Process
   • Has been reworked to support Entra logins in a better way…allowing for users to authenticate using MFA if it has been setup to require it.
   • Added a new user role for “User Maintenance Only”.  This is ideal for sites that would like I.T. involved in supporting creating/removing users.
3. Framework – Filter Control Enhancements
   • Users can now setup filters that use system parameters as parameters.  For example a user can now say that the version to filter on is the current version in system parameters.
   • Reports can additionally add database filters using the currently selected reports’ user parameters.  This will make it easier to keep these variables and filters in sync
4. Cube Balance Financial Statements
   • This is a new page under the ESM tab (under cubes) on the main menu of ESM.net
   • It displays the cube actual and budget columns and compares them to the GL Actual and GL Budget values.  Also includes actual and budget variance.
5. Process Scheduler/Imports
   • The API Imports have been enhanced to include support for pulling in data from the Work Day API using OAuth.
   • Added the assign default worksheet profile as a procedure that can be run via the process scheduler.
6. View Source Data
   • Added columns to the staging salary benefits and master views so that it would easily show lookups that are not resolving in the system.  Will help to identify missing values much easier.
7. Reports
   • Added a new report for Capital Forms Activity
   • Fixed the “has notes” on each of the report views and added where appropriate the “fiscal year has notes” and “fiscal year period has notes” fields to the views.  This was done because the original has notes field didn’t take year or period into account.
8. Code Tables
   • Approval Levels code table has been created.  This allows users to setup approval chains.  For example, you can now setup an approval profile that requires specific approval levels that are different for the various types of capital forms that are created.
   • Earning Benefit Type
     • Added the benefits family checkbox to the benefits formula dialog
9. Login Auditing
   • Changed the login process to store more login related information:
     • Client IP Address
     • Computer Name
     • Windows OS
     • Client Type (click-once or installed/portable)
     • Client Version (helpful if multiple client versions support the server)
     • Note: The above information is now also visible on the active users page under administration.
10. Event Logs
    • Changed the event logs page on the client to show “parameters” for login (related to login auditing listed above)
11. View Changes
    • Added distribution columns to the report and user cross tab views relating to the line items (budget prepare)
    • A few of the tree views had some minor alterations that can make them more responsive…especially on sites that utilize a lot of reporting trees.
    • Performance improvements for a few tree based views
    • Payroll Actual/Budget Annual Summary Views – Including the current year Actual amount/hours/FTES.  Previously this view only included that for previous years
    • Added report and pivot view for:
      • Code Table – Inflation
      • Code Table – Allocation details
12. Salary Budget
    • Added the Employee Org Group as a read-only field on the “C” tab of the salary master grid.
13. User Functions
    • udf_calc_worksheet_handoff_hours – New function for handoff hours calculation
    • udf_calc_wksh_contr_alloc_ftes –
14. Utilities
    • Update Project Detail – Significant performance improvements and a few minor bug fixes
    • Clear Hourly Rate Overrides – New utility
    • Delete GL Line Items – New parameter for supplying a absolute minimum threshold value
15. Variance Activity
    • New ESM page to trace GL Actual/Budget variances.  Includes support for rules (presets) so the new activity can easily be added when needed
16. Capital Request Forms
    • There is now a new approval profile (optional) lookup that can be assigned to a capital form.
    • This will be used by the capital forms activity page to enforce the approval chain process.
17. Capital Forms Activity
    • Changed the way approvals and rejections work on this screen.
      • The multi-select checkbox for doing bulk approval/reject has been replaced with a single approval/reject at a time
      • The approval/reject buttons are now on the grid rows itself and are only shown when they are available for that form
      • The approval rules can now be setup on the capital form itself.  When assigned, required approval levels can be setup so they cannot be skipped.  When not setup, then approval levels can be skipped (just as before).  Top level approval (approval level 1) is always needed to finalize approval of a capital form.
      • The delete has been improved to allow for it.