Here's what's changed in the latest build of Practice Engine v9.9.
15827 - Deletion of multiple detail entries from draft bill
When editing a draft bill, the expanded individual lines on the Analysis tab now have checkboxes against each staff/analysis/task/role summary line and a checkbox on each individual transaction line. When checkboxes are selected, a delete button is enabled which allows you to delete all the selected items.
15828 - Drafts for Approval
Drafts for Approval have been added to Staff Drafts dashlet.
15823 - Default jurisdiction on tax return types
A default jurisdiction has been added to Tax Return Types to be used when creating job templates and jobs.
15826 - Bulk print zero bills
When clicking the bulk print button on the Draft as Owner, Drafts as Creator, Final Approval and Approved/Confirmable portfolios the system should include the draft zero bills in the generated report.
15787 - Date Placeholder in billing narrative
We've fixed a problem in the billing where the date placeholder was not populating when adding more than one.
Reported by Baker Tilly (Ticket no. 48076)
15791 - Printing or e-mailing an invoice with attachments
We've fixed an issue where an error occurred when printing an invoice after adding or editing an attachment.
Reported by ITS (Ticket no. 48182)
15811 - WIP updates
We've fixed an issue when doing a WIP transfer (WIP Update). Only entries where the Amount and the Outstanding figures are the same can be transferred.
Reported by ITS (Ticket no. 48626)
15819 - Client staffing
On the Staffing screen, the 'Back' button is enabled after making changes.
Reported by Buzzacott (Ticket no. 49093)
15820 - Job Updated field
We've fixed an issue with the job_updated field in the tbljob_header. It is now populated correctly.
Reported by Haysmac (Ticket no. 48572)
15821 - Workflow Portfolio reports
Some users experienced an issue with reports in Portfolio > Task Pad > Workflow Portfolio. This has been fixed.
Reported by Baker Tilly (Ticket no. 48678)
15822 - Email in Contact Details Dashlet
We've fixed an issue in Contact Details Dashlet, the email information is now correct.
15824 - Date parameters in US format when running reports.
An issue was reported with date formats. The parameters have been updated to a generic yyyyMMdd format that is understood by both UK and US logins.
15823 - Report error
Some users received an error message when trying to run a report using parameters. This has been fixed.
Reported by Whitelaw Wells (Ticket no. 49527)
15834 - Report export
We've fixed an issue where the Reports export failed if a grouping was selected.
Reported by Janover (Ticket no. 49342)
15835 - Printing Billing guides
We've fixed an issue where Billing guides were not printing from WIP screen for Disbursements.
Reported by Janover (Ticket no. 49390)