September 2025 Release Notes

Enhancements

Reference	Summary	Description
ALLOVUE-2791	Create Proposal Button (Overview Page)	We have updated the text in the budget proposals index. When a user has no active proposals, they will now see a button to “Create Proposal” which will walk them through the form steps to create a proposal.
ALLOVUE-2789	Proportional Staffing Rule	We have released a new Proportional Staffing Rules feature that combines proportional allocation logic with staffing calculations. This allows users to allocate a total dollar amount proportionally across schools based on sub-enrollment, then convert those dollars to FTEs using job type average costs with sophisticated rounding and min/max constraints.
ALLOVUE-2773	New Position Comparison Report	We have created a new Position Comparison report for the budget/reporting section that allows users to compare staffing positions active on a specific date with current personnel expenses in the budget scenario. Key Features: Compare Current FTE (from staffing positions) vs Planned FTE (from scenario personnel expenses) Show FTE differences by position code, job code, and location code Support for budget-scoped filtering using existing budget filtering patterns Full table functionality: pagination, sorting (including computed fields), and filtering Comprehensive numeric filtering with operators: is, is not, greater than, less than, between, not between Date-based filtering for "active on" positions
ALLOVUE-2705	Manage Admins: Chart of Accounts	Allovue.app → Manage--> Configuration--> Chart of Accounts. Admins are now able to access the Chart of Accounts page in Allovue (Manage).
ALLOVUE-2818	Staffing Scenario Import- Proposals	When a user selects to import the staff data from Manage for their scenario, we generate two proposals, one for the benefits/pays, and one for the expenses of those positions. The approvals were previously auto-approved, and now those approvals will require approval before they are applied to the Budget Scenario.
ALLOVUE-2568	Remove Vacancy Pay and Benefit Data Inside Proposals	We have now added the ability to remove Vacancy Pays and Benefits inside of proposals. The user can select the trash can button next to each Vacancy Pay/Benefit, identical to what we do currently for PEs/NPEs. Users also have the option to duplicate an expense as well.
ALLOVUE-2747	Organization Field in Manual Dollar and Staffing Adjustment Rule	Allovue. app--> Allocate---Formulas--> Create or Modify Existing Rule When a user enters or modifies a Manual Dollar or Staffing Adjustment Rule, the Organization field. is now required to save the Rule.
ALLOVUE-2510	Update Future Compensation Proposal Creation Pathways	We have enhanced the user experience for future compensation proposal creation. Users can now create and initiate proposals from the budget proposals index page. Previously, users could only create these proposal types via upload.
ALLOVUE-2906	Employee Benefit CSV Templates Include Unchanged Benefits	When downloading an Employee Benefit CSV inside of a proposal, users now see Unchanged Benefits included on the template. Now users can easily update these Unchanged Benefits, if needed, via upload.
ALLOVUE-2771	Add Functionality to Remove and Revert Updates to Employee Pay and Benefit Data Inside Proposals	Users can now delete employee pay and benefit data within a budget proposal.
	Add New 'Pays and Benefits' Tag to Proposals Column on Budget Proposals Page	Added a new tag for widgets on our Budget Proposals page so users can easily see which proposals are Pay and Benefit-related.
ALLOVUE-2835	Users Can Archive Jobs in Manage	Users can now archive Jobs in Manage → Config → Jobs.
ALLOVUE-2813	Approval Workflow Proposal Types Are Now Pays and Benefits Proposals	We’ve updated some terminology in our Budget app: Future Compensation Proposal types are now called Pays and Benefits proposals. The All Budgets side navigation now reflects this change, referencing Pays and Benefits instead of Future Compensation. These updates lay the groundwork for more intuitive workflows and a smoother experience as we expand our compensation capabilities.
ALLOVUE-2847	Overview Page Widgets Should Use New Pays and Benefits Tag	Added a new tag for widgets on our Budget Overview page so users can easily see which proposals are Pay and Benefit-related.
ALLOVUE-2816	Allow Admins to see any scenario with budget data in the overview page dropdown (not just adopted scenarios)	All Budgets users can now view any created Scenarios in the Scenario selector on the Budget Overview page. This feature, available to All Budgets/admin users only, will allow Admin users to 'visit' and open Scenarios which have not been adopted, but DO have budget data inside of them. Once selected, Admin users will be able to view these scenarios and compare them to what's been adopted inside the Budget tool.
ALLOVUE-2853	Rename Summary Tab Summary of Changes Widget	The 'Summary of Changes' table on a Budget Proposal Summary Tab now goes by 'Variance By Account'. We think this title change more aptly describes the content of the table AND helps lead the way for the introduction of a new, similar tables on that same tab.
ALLOVUE-2809	Employee Pay CSV Templates Include Unchanged Pays	When users go to upload Pays inside of a Proposal, the downloaded CSV template should now include any existing Unchanged Pays. Users should also be able to upload templates that include these Unchanged Pays.
ALLOVUE-3023	Sort order on scenario overview's allocation/formula page	We have changed the sort order on the scenario overview page. Previously, the columns were sorted by Formula first, then allocation, then rule. We have changed the order to be Allocation first, then formula, then rule.
ALLOVUE-2709	Allow Allocate users to "delete" Allocate Scenarios, even if there is budget data attached	Users can now delete Allocate Scenarios, even if there is budget data attached. There is now a trash can icon available next to the scenario. A Message will display asking the user: “Are you sure you would like to delete this Scenario permanently? By selecting yes, the scenario will delete any planned budget data in that scenario.” Once the user selects yes, a message will display, and the user must type “ DELETE BUDGET DATA” in a text box to confirm.
ALLOVUE-3039	Selectable Balance Type Columns in Manage	Adds the ability to review each of the balance types for accounts as separate sortable columns, where we use the accounts table, consolidating the history/report functionality in budget so it displays account types, revenue sources, and custom attributes as well.
ALLOVUE-2908	Vacancy Pay CSV Templates Include Unchanged Vacancy Pays	When users go to upload Vacancy Pays inside of a Proposal, the downloaded CSV template now includes any existing Unchanged Vacancy Pays. Users can also upload templates that include these unchanged Vacancy Pays.
ALLOVUE-2456	Enable Notes from District Page	The Notes section is now available on the Overview page of Budget.

Bugs

Reference	Summary	Description
ALLOVUE-2375	Resolved Issued: Planned Expense Report	When there is a segment type named `account`, the segment-related data columns (Account and Account Code) in all Planned Expense reports columns are missing data. This is happening for all Planned Expense reports (All, PEs, NPEs). This issue is now resolved and the report will run as expected.
ALLOVUE-2863	Resolved Issue: Comparisons When Grouping NPEs	Fixed an issue where previous year comparisons were not populating correctly when Grouping and Filtering on expense tables in Budget.
ALLOVUE-2861	Resolved Issue: Organizations Type in Allocate.	Updated a small bug that wasn’t allowing users to set a type for Organizations in Allocate.
ALLOVUE-3025	Resolved Issue: Rule Page Should Sort by Sort Order by default	We have resolved an issue with the sort order on the formula rules page.
ALLOVUE-3017	Transactions export link 404s	Resolved Issue: Customers were receiving a 404 error on the transactions export link. This issue is resolved, and the email link for a transaction export will work as expected.