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Enhancement
|
Date
|
|
Match report enhanced to print employees with deferrals but no match calculated
|
06/2010
|
|
Backup directory on the network (standalone version of EDG)
|
05/2010
|
|
Account summary print by calendar year (all periods)
|
05/2010
|
|
Eliminate Crystal Reports Notepad ONLY version
|
04/2010
|
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Consolidated reports menu fast path access
|
04/2010
|
|
Enhanced date checking in calculation routines
|
11/2009
|
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Comprehensive date checking during import
|
08/2009
|
|
Enhances Global Error Reporting
|
08/2009
|
|
Enhanced Error Report Descriptions
|
07/2009
|
|
New Report Special Errors
|
05/2009
|
|
Enhanced reporting for calculations
|
05/2009
|
|
Match Entry Dates and enhanced match calculations
|
04/2009
|
|
Download annual limits
|
12/2008
|
|
Track automated calculations were they used in this payroll
|
09/2008
|
|
Primary Compensation indicator used in validation
|
08/2008
|
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Enhanced duplicate employee testing
|
06/2008
|
|
Additional Name parsing algorithms
|
02/2008
|
|
Enhanced Validation Zero Totals or Negative Totals
|
12/2007
|
|
Support InvestLink Record Keeping System Conversion
|
11/2007
|
|
YTD automated match calculation on final payroll
|
10/2007
|
|
Annual limits are downloadable from our website
|
10/2007
|
|
Increased contribution sources from 10 to 20.
|
08/2007
|
|
Provide eligibility editing deferrals vs. eligibility.
|
07/2007
|
|
Provide variance calculation (formula vs. entry) for Match, SHNE and PS contributions.
|
04/2007
|
|
Enhanced import date checking to allow standard checking for (takeovers) and extended checking (data import).
|
03/2007
|
|
Name parsing enhancements.
|
03/2007
|
|
Tools and EDG support for Datair plan setup & payroll conversion
|
02/2007
|
|
Additional validation checks financial and census
|
01/2007
|
|
Enhanced name scrubbing in data import
|
01/2007
|
|
Enhanced 402g processing and reporting
|
12/2006
|
|
Customize view of sources on grid on/off
|
11/2006
|
|
Implement new legal limits e.g. 402g
|
10/2006
|
|
Implement new legal disclaimer on flash page
|
08/2006
|
|
Support for TALX data feeds
|
07/2006
|
|
Upgrade and reissue documentation and help
|
05/2006
|
|
New customization features
|
04/2006
|
|
Additional census and financial validation prior to export
|
03/2006
|
|
Additional edits in data import
|
01/2006
|
|
Enhanced date scrubbing and defaults
|
10/2005
|
|
Enhanced reporting MS Notepad support for all text based reports
|
08/2005
|
|
Automated single annual contribution calculation
|
07/2005
|
|
Automate safe harbor non elective contribution calculation
|
05/2005
|
|
Automated profit sharing contribution calculation
|
04/2005
|
|
Enhanced 402g Processing
|
03/2005
|
|
Enhanced N/A Data Scrubbing
|
02/2005
|
|
Enhanced Data Validation
|
01/2005
|
|
Exemption from Catch Up Feature
|
12/2004
|
|
Enhanced Automated Payroll File Email
|
11/2004
|
|
Enhanced Reports Additional Reports
|
09/2004
|
|
Default missing hours on import by Plan Sponsor
|
09/2004
|
|
API to access Datagate database
|
09/2004
|
|
API to run Datagate import in hands off mode
|
08/2004
|
|
SRT clients provide division/location translation table
|
08/2004
|
|
Enhanced export file naming conventions
|
07/2004
|
|
Enhanced date validation and scrubbing all Excel formats
|
06/2004
|
|
Plan Sponsor sets last payroll for the year
|
05/2004
|
|
API to run EDG Tools to extract export file information
|
05/2004
|
|
API to run EDG Tools export file conversion automated
|
05/2004
|
|
Enhanced import reduced clicks
|
05/2004
|
|
Improved reports additional sorts by location
|
04/2004
|
|
Attach Plan Sponsor special instructions to email and export
|
03/2004
|
|
Additional SSN edits and exclusions
|
03/2004
|
|
Canadian provinces added to state edit
|
02/2004
|
|
Advanced logging imports and exports inc totals
|
02/2004
|
|
Duplicate payroll submission check
|
01/2004
|
|
Consolidate census and financial format
|
01/2004
|
|
Optional reset of dates by type of date prior to import
|
12/2003
|
|
Edit for contributions x days after termination
|
11/2003
|
|
View totals on grid
|
10/2003
|
|
Enhance data import and data scrubbing
|
09/2003
|
|
Additional edits contribs and comp after termination
|
09/2003
|
|
Combine SSNs all financial data (SSN error correction)
|
08/2003
|
|
Automated import for EDG export files
|
07/2003
|
|
Consolidated export one process
|
06/2003
|
|
Export files stamped with EDG Version in use
|
05/2003
|
|
Add YTD comp and hours adjustment process
|
05/2003
|
|
TPA instructions when creating a new payroll period
|
05/2003
|
|
TPA customized max hours validation
|
05/2003
|
|
Search financial grid and census data by SSN or name
|
04/2003
|
|
Automated default location processing
|
04/2003
|
|
Support for importing YTD comp and hours
|
03/2003
|
|
MS Note Pad to view and print reports
|
03/2003
|
|
Reports by location
|
02/2003
|
|
Process SPARK payroll format
|
02/2003
|
|
Automated match calculation
|
01/2003
|