Annual Limits

    

Software Updates and Download
Update (Executable Only) Version 5.3.0

Last Update Date 6/2010

This version contains all updates to date (see list below) as well as all bug fixes to date. Please note that if you are not running eDataGate today, you must contact your TPA and request a CD to install our software. This update does not contain a full version of our software but simply contains the most current executable.


If you are a client of CPI Qalified Plan Consultants, Inc do NOT download this update; it is NOT compatible with your version. Go to CPI's web site for all downloads: www.cpiqpc.com


Document
Click on the icon above and download this zip file to your eDataGate computer. Then unzip the file and place the "datagate.exe" in your EDG executable directory. For most users this is "c:\datagate".

For questions regarding our software, email us at:

    Support@KeyNetResources.com


 

 Enhancement Chronology

 

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

Consolidated reports menu – fast path access

04/2010

Enhanced date checking in calculation routines

11/2009

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

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 – contrib’s and comp after termination

09/2003

Combine SSN’s – 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