Here's what's changed in the latest build of Practice Engine v9.9.
Fixes
15993 - Billing Guide Duplication from Group Exposure Page
When printing the billing guide from the group exposure page, if a single client was selected then the select all box was selected, it duplicated the previously selected single clients. This has now been fixed.
Reported by Janover (Ticket no. 56114)
15994 - Rejected Leave Requests show on the Department Diary
There was an issue where leave was rejected, but was continuing to display on the department diary. This has now been resolved.
Reported by Baker Tilly Rockies (Ticket no.55203)
15998 - Staff creation customization error
There was an issue found when creating a new user, where the user was automatically set as Confirmed in the DB with the SP and changing this caused an error when the Admin attempts to set the initial password. This has now been fixed.
Reported by Janover (Ticket no. 56235)
16002 - Job Partner Aged WIP Group Page Pulls Client Partner Details
There was an issue found where the wrong summary page was being called from the Job Partner Aged WIP Group page. The client partner version of the summary page was incorrectly called instead. This has now been resolved.
Reported by Windham Brannon (Ticket no. 56213)
16004 - Bulk statements additionally sending to invoice cc and bcc
There was an issue where bulk emailing statements also BCC'd the invoice email from tblsystemoptions. This has been resolved.
Reported by KSM Business Services (Ticket no. 56176)
16005 - Cannot delete any receipt from expense/disbursement once one allocation posted
An issue was found where once one allocation had been posted on an expense/disbursement, it was not possible to delete a receipt even if that receipt is not allocated. This has been resolved.
Reported by Olsen Thielen (Ticket no. 56433)
16006 - Unable to edit email body when emailing draft bill
There was an issue where it was not possible to edit the email body when emailing a draft bill. This has been resolved.
Reported by CBIZ (Ticket no. 56393)
16007 - Update Standard Address Functions to define Canada like the US
Canada has now been defined in the Address functions.
Reported internally (Ticket no. 56685)
16008 - Questions Time and Date Stamping when it should not
There was an issue where the Questionnaire timestamps all questions despite only answering the first. This has now been resolved.
Reported by Honkamp (Ticket no. 54283)
16009 - Error pops up when adding a new Charge rate for a Staff.
There was an error reported when adding a new Charge rate for a Staff. This has now been fixed.
Reported by BMF (Ticket no.54354)
16010 - Bill & Write Off columns in the Analysis tab are not enabling/disabling when submitting/activating a draft
There was an issue where some columns in the Analysis tab were not enabling/disabling when submitting/activating a draft. This has now been fixed.
Reported by BMSS (Ticket no. 54746)
16011 - Leave Request Cancellation Emails no longer received
In upgrading from 9.5 to 9.9, the leave cancellation emails were no longer being received. This has now been fixed.
Reported by Deloitte (Ticket no. 56710)
16012 - "Unpaid" Nill Bills in TblTranDebtorAnalysis
There was an issue reported when creating nill bills, where the individual lines (tbltrandebtoranalysis) were left fully outstanding. This has been resolved.
Reported by BMSS (Ticket no. 56756)
16013 - My Department Diary page not defaulting to staff department
There was an error in the My Department Diary page where it was not defaulting to staff department. This has now been resolved.
Reported by Withum (Ticket no. 56713)
16014 - Wrong ClientId in tblemailqueue for bulk credit letters
There was an issue reported when a client sent individual client emails in bulk from Admin, the ClientID was populating the first client across all entries in tblEmailQueue. This has been fixed.
Reported by Larking Gowen (Ticket no.54848)
16017 - Editing staff analysis on carry forward draft bill getting duplicate key error
There was an error reported when creating a large carry forward draft bill and editing the bill amount on the staff analysis to raise one and lower another. This has been resolved.
Reported by Buzzacott (Ticket no.56560)
16035 - Client Refund in Foreign Currency puts in incorrect values
There was an issue found when giving a deposit refund to a client using a foreign currency, the refund amount was incorrectly set to the base currency amount. This has been fixed.
Reported by Deloitte (Ticket no. 56948)
16040 - Staff Default Location Overwritten
There was an issue where staff default locations were being wiped when any info was updated under the staff tab in staff details. This has now been resolved.
Reported by AAF CPAs (Ticket no. 57312)
16041 - Saving Staff without going to Timesheet tab clears default location
There was an issue found where saving staff without going to the timesheet tab was clearing the default location. This has now been resolved.
16042 - Option to Record Credit Management Events when Statements are bulk printed
We received a request to change the behavior when statements are bulk emailed and a contact event is recorded. Once a bulk statement is sent, the options are now 'Yes, Record a Contact Event' / 'Yes, Don't Record a Contact Event' /' No'.
Reported by PE (Ticket no. 57468)
16043 - If Add Event Time is ticked Client Events cannot be Added
There was an error message displayed when selecting 'Add Event Time' and then adding a client Event, warning the Timesheet details could not be saved and the selected Job did not exist. This has now been resolved.
Ticket no. 57473
16044 - On Timesheet Entry, Fix Target % and Chargeable % to come from Details
On the Timesheet page, the Target % and Chargeable % have been changed to be totally detail-driven (tblTSO_Details).
Reported by PE4 (Ticket no. 57474)
16045 - Issue with time entry next button in split week where first week is closed
There was an issue with using a split week where selecting the 'Next' button was giving the expected information. This has been resolved.
Reported by Withum (Ticket no. 57437)
16047 - Department Schedule doesn't take into account leave in Availability section
There was an issue with the Department Schedule Availability, where it was not taking into account leave or anything not in tblStaff_Diary. This has been fixed.
Reported by Baker Tilly Rockies (Ticket no. 57664)
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