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What's New/Changed in v9.9.8606

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

 

Enhancements

16000 - Add DRS Transaction Export API

A new endpoint has been added to the Export APIs to allow exporting of DRS (A/R) transaction data.

 

15531 - FGrid conversion - Tax Jurisdiction Management

The Tax Jurisdiction Management page has been converted to an Filtered Grid.

 

Fixes

15975 - Weekly Job Roll Issue

There was an issue found when rolling jobs forward 7 days where an extra day was being added in error. This has now been fixed.

Reported by us99train (Ticket no.52722)

 

15977 - Request New Engagement

There was an issue when requesting a new engagement on a contact record that already had a client record, where the existing client record was still available to change details. This has now been resolved.

Reported by Buzzacott (Ticket no.55343)

 

15979 - Wip can be transferred while in a draft bill and then the draft can be confirmed

There was an issue where users were able to transfer WIP from draft bills. This has been fixed.

Reported by Withum (Ticket no.55443)

 

15980 - Questionnaire expiry date issue

There was an issue where the 'Approved by' date on client take on questionnaires was not calculating the days correctly. This has been fixed.

Reported by Larking Gowen (Ticket no.55199)

 

15982 - Draft Allocations aren't properly deleted occasionally when being posted

The Draft Allocation in tran_draft_drs_header/alloc/allocsum was not properly being deleted when being posted. This has been resolved.

Reported by Roth Co (Ticket no.55612)

 

15983 - Interest is posting for clients that aren't selected for interest

There was an issue found when adding interest charges to clients, if the 'select all' box was checked and some client boxes were unchecked, the interest entries were added to all clients. This has been resolved.

Reported by Capin Crouse (Ticket no.55583)

 

15989 - Allocation date not importing for disbursements

There was an issue where the receipt import was importing the receipt date but wasn't applying that date to the allocation date. This has been fixed.

Reported by Geffen Mesher (Ticket no.54931)

 

15988 - Forwarding to no staff allocated stopped working

There was an issue found where forwarding a job, and only assigning the "No Staff Allocated" had no effect. This has now been resolved.

Reported by BMSS (Ticket no.54922)

 

15984 - Query Builder Missing Groups

It was discovered some A/R Groups were missing in the Query Builder for a client. This has now been resolved.

Reported by Windham Brannon (Ticket no.54343)

 

15987 - Rounding Issue in Unlinked Credit Notes/Credit Memos

There was a rounding issue when an unlinked credit note was causing  issues when trying to allocate the credit notes to the invoices. This has now been fixed.

Reported by BT Rockies (Ticket no.55854)

 

15986 - Error Received When Editing Timer Time In P.E

An error occurred when the timer was clicked at a low increment of time. This has now been resolved.

Reported by CBIZ (Ticket no.55509)

 

15978 - Cash upload issue

There was an issue when importing receipts, where the system was swapping the date to US format. This has now been fixed.

Reported by Larking Gowen (Ticket no.54680)

 

15976 - System was leaving a penny o/s after allocation

There was an issue where the system was leaving a penny o/s after allocation. This has been resolved.

Reported by Buzzacott (Ticket no.53307)

 

15991 - Job Detail Budgets don't fit on standard page width

There was an issue found when using Budgets by Task by Role, and Roles exceeded 8 places, the page did not add a scroll bar to accommodate the additional information. This has now been resolved.

Reported internally (Ticket no.55907)

 

15992 - Job Role Duplicates

There was an issue reported where roles were duplicated when deleting the role and adding the role back without saving changes first. Once saved there would be a duplicate role. This has now been fixed.

Reported internally (Ticket no.55906)

 

15997 - Inactive job complexities still appearing on job

There was an issue found when a job complexity was marked inactive, it was still available for new jobs. This has been fixed.

Reported by Honkamp (Ticket no.55022)

 

15995 - Job WIP Summary hard-coding journals to show with 'Unknown' task

There was an issue in the Job WIP Summary, where Journal entries were hardcoded to show 'UNKNOWN' as the task. This led to WIP Summary showing as UNKNOWN. This has been resolved.

Reported by Pun Group (Ticket no. 55729)

 

15996 - Add LeaveReqManCanList permission

There were some issues reported with permissions. LeaveReqManCanList has now been added to permissions to allow Managers to cancel staff requests more efficiently.

Reported internally (Ticket no.55552)

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