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What's New/Changed in v9.9.8577

Here's what's changed in the latest build of Practice Engine v9.9.

Enhancements

15957 - Changed naming convention of exported file

The report function now auto defaults the exported file name to match the report name itself.

Reported by CBIZ (Ticket no.54258)

 

Fixes

15949 - Timesheet Data Type

The Client Name field from available options in the Timesheet Data Import Type has been removed.

Reported internally (Ticket no.53817)

 

15951 - Exchange rate calculating incorrectly

There was an issue with exchange rates calculations being a few pennies off. This has been resolved.

Reported by Deloitte - Barbados (Ticket no.53345)

 

15954 - Job Grid List & Tasks Panel Adding Blank Line When Adding Grid Column

A blank row was being inserted into tasks when dragging and dropping columns on the task tab of the job grid. This has been fixed.

Reported by Perkins (Ticket no.53841)

 

15955 - Client Diary SP to Allow Entries with Tasks to Appear

The SP pes_Client_Diary_Single was building the client diary table with a query which excluded all taskindexes that aren't 0. This resulted in hours not showing on the diary correctly, even if they were showing in the details. This query has now been removed.

Reported by BT Rockies (Ticket no.53938)

 

15956 - Draft Bill - Multiple Narrative Deadlock Error

An error was occurring when drafting a bill for a client with multiple jobs and building a narrative using the "build fee by job or client/job". This has been resolved.

Reported by Windam Brannon (Ticket no.54280)

 

15959 - Import Issues - Staff Details

There was an issue found when staff were imported, the PTO tab was blank and created issues when navigating to verify the information. Furthermore, the Initials value was missing from the import. This has been resolved.

Reported internally (Ticket no.54393)

 

15960 - Report tabs no longer display report name

There was an error with the display of the report name in the Report tab. This has now been fixed.

Reported by CBIZ (Ticket no.54637)

 

15961 - Auto-Complete Validation Attributes not updating via Bulk Attributes Update Portfolio

There was an issue found when using Bulk Attributes Update where attribute that had an auto-complete validate option were not updating correctly. This has now been resolved.

Reported by CBIZ (Ticket no.54039)

 

15962 - Date Inactivated on Contact tab for Client Displaying One Day Prior to Actual Date

There was an issue found when selecting the Contact tab and then navigating back to the Other tab, where the date was displaying incorrectly. This has been fixed.

Reported by CBIZ (Ticket no.54052)

 

15963 - Draft Invoices Not Locked (Reopened bug)

There has been a recurring issue with multiple users being able to access and change the same draft invoice at the same time. This has now been resolved.

Reported by Smythe (Ticket no.54456)

 

15964 - Can Confirm/Submit Bill With Date Out of Current Period With Restrict Bills to Current Period Selected

An issue was found where a draft bill date was not updating along with a period change, but could still be submitted and confirmed, even if a firm had Restrict Bills to Current Period selected. This has now been resolved.

Reported by Smythe (Ticket no.54073)

 

15965 - Issues with Multiple Lines and Same Job in Recurring Bills

An error occurred when using the Analysis tab when creating bills with multiple lines that were set up as write ups with the same exact jobs but different amounts and narratives. This has now been fixed.

Reported by Maner Costerisan (Ticket no.53360)

 

15966 - Department Diary default to wrong month

There was an issue where the Staff Department Diary was defaulting to months that weren't the current period. This has been fixed.

Reported by Withum (Ticket no.54074)

 

15967 - Error approving timesheets

An error occurred when trying to approve a timesheet. This has now been resolved.

Reported by Lubbock Fine (Ticket no.54869)

 

15968 - My Selected Clients Remove Option Not Working Correctly

There was an issue found when selecting the Remove Select Clients button after selecting Clients on the dropdown menu where the clients were not being removed properly. This has now been fixed.

Reported by CBIZ (Ticket no.54671)

 

15969 - WIP Details not showing DISB invoice/CM WIP

There was an issue found where the final details of the WIP details for outstanding wip from a credit memo or invoice. This has been fixed.

Reported by Maner (Ticket no.54940)

 

15971 - History tables have WIPHours set to real

The WIPHours field in the following tables were defined as a real number, which caused problems with some realization calculations - tblTran_History_WIP_AlloctblTran_History_WIP_AllocSumtblTran_History_WO_WIP_AlloctblTran_History_WO_WIP_AllocSum
This has now been fixed.

Reported by Grimbleby (Ticket no.54352)

 

15973 - Scheduled Bill Date Triggers malfunction when Rolling the Job

There was an issue with the scheduled bill date trigger, where the date was not correct. This has now been resolved.

Reported by Hogan Taylor (Ticket no.53431)

 

15974 - Closed Job with inactive service can be set to In Progress

There was an issue found where existing closed jobs associated with inactive services could be set to in progress, their workflow status and current staff could also be changed. This has now been fixed.

Reported by Janover (Ticket no.53986)

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