Here's what's changed in the latest build of Practice Engine v9.9.
Enhancements
15906 - Turn off functionality for Final Billing
During the User Conference, many users voiced out their need for the option on Final Bills to be controlled through a setting in the billing administration that would allow users to turn off the function of Final Bills on Jobs that had the billing type set to Manual. This has been our most requested item during client upgrade training as well.
Ticket no.52225
Fixes
15902 - Email statement with attached invoices uses print version of the invoice even if they have an email-specific layout
There was an issue where emailing a statement with an attached invoice was using the print version of the invoice instead of the email-specific layout. This has now been fixed.
Reported by CSH (Ticket no.51542)
15904 - Global Jurisdiction Grid Needs Status Desc and Status column data switched
There was an issue reported in the Global Jurisdiction Grid - the Jurisdiction Status column was wrongly set to WorkStatusDesc while Status column was wrongly set to StatusDesc. These have now been switched.
Reported by Baker Tilly (Ticket no.50376)
15905 - Final Billing Missing Job History Update
There was some missing functionality when creating a Final Bill which meant it did not update the Job History correctly. This has now been fixed.
Reported internally (Ticket no.52090)
15907 - Standard Import Issues in 9.9
There were some reported issues with importing which have now been resolved.
Reported internally (Ticket no.52336)
15908 - Update Partner Manager allows regular staff on ownership
An issue where non-partners were being allowed to replace a Client Partner when updating a client partner/manager has been fixed.
Reported internally (Ticket no.52715)
15910 - When adding emails to macros, a semi-colon is not added between the emails
There was an issue when adding emails to macros, where a semi-colon was not being added between the emails. This has now been fixed.
Reported by CBIZ (Ticket no.52525)
15911 - Invoice Error - VAT + Totals
Users reported an error when using Invoices where the fee header is not being populated. This has now been resolved.
Reported by AAB (Ticket no.52843)
15912 - Drafts are not locked to the Creator. Anyone can access it and make changes
There was an error reported when using Drafts, where these were not locked to the Creator and anyone could access it and make changes. This has been fixed.
Reported by Smythe (Ticket no.52693)
15913 - Recurring Fee Detail Layout showing wrong list
There was an issue in the Recurring Fee Detail layout where the layout drop down was defaulting to the wrong list. This has been resolved.
15915 - Tax Job Non-Annual Jobs Rolling With Wrong Form Year
There was an issue when rolling a monthly job in the template [PEM]_[YYYY] Outsourced Accounting Services which caused the year to roll forward. This has been resolved.
Reported by Janover (Ticket no.52835)
15916 - Rounding down issue with the full credit notes
There was a rounding issue reported where a partly allocated credit note and the O/S amount was 8.17 and 20% VAT. This has been resolved.
Reported by HWF (Ticket no.52890)
15917 - Bulk Master File Updates Missing Next Page Option
There was an issue reported on the bulk master file update where there was no way to go to the next page. The list for a partner with a large number of clients was being cut off. This has now been fixed.
Reported by Maner (Ticket no.51928)
15918 - Change to Printing and Deleting of Dunning Letters from 9.6 to 9.9
There was an issue reported where Dunning Letters were getting deleted from the system rather than marked as printed or deleted from the tables. This has been resolved.
Reported by Honkamp (Ticket no.51215)
15928 - Recurring Bills Service List
Some changes have been made to ensure each service is only loaded once. There have also been changes made to the Job list to include inactive jobs if they are the job already selected in the recurring fee. A warning will be displayed under the job that the jobs status is "bad".
15919 - Firm calendar entry selections not maintained
There was an issue where Firm Calendar Entries were not displaying the same details after being reopened. This has now been resolved.
Reported by BT Rockies (Ticket no.48932)
15920 - Time Entry Permission in Job Details not preventing time from being entered
There was an issue in the job details page where adding time entries could be accessed even if the Time Entry Permission was set to "Only People in Roles Can Enter Time," regardless of whether or not the user is assigned to a role. This has now been fixed.
Reported by Janover ( Ticket no.52973)
15921 - Deleting jurisdiction
There was an issue where deleting jurisdiction did not recalculate current due date automatically. This has now been resolved.
Reported by BMSS (Ticket no.53037)
15922 - Fee protection expat fee issue rounding
There was an issue reported with rounding when entering a Disbursement. This has now been fixed.
Reported by Buzzacott (Ticket no.53086)
15923 - Staff production grid
There was a display issue with the staff protection grid moving behind the header. This has now been resolved.
15924 - Recalculate multi currency fee when changing the date
There was an issue when the date of a multicurrency fee was changed, and the system did not recalculate if the currency rate has changed. This has now been fixed.
Reported by Buzzacott (Ticket no.53112)
15925 - Wrong fee amount showing on drafts is solved
There was an issue with figures on the draft fee header not recalculating properly. This has now been resolved.
Reported by Mazars (Ticket no.53101)
15929 - VAT rounding issue when there are multiple narrative lines
The tax was not calculating correctly when there were multiple lines. This has now been resolved.
Reported by Baker Tilly Rockies (Ticket no.49465)
15930 - Recurring bill duplicate jobs if multiple job in same service
There was an issue with setting up a client with multiple jobs in the same service. There was some code in the webfiles that was not working as expected. This has now been fixed.
Reported by Honkamp (Ticket no.53140)
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