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What's New/Changed in v9.9.8791

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

 

Enhancements

16061 - Click + or - sign to close expanded categories in Categories

An enhancement has been made to the functionality around expanding and collapsing menus in Categories.

 

16083 - Extend Reports and Macros to 20 Ranges

Report and Report Macros can now support up to 20 ranges, up from the original 10. This improvement extends functionality for users who require more ranges.

 

16096 - Standardise available page sizes in grids

Standard grids, filtered grids and special portfolio grids now all have the same available page sizes of 25, 50, 100, 250, 500 and 750.

 

16095 - Limit Export APIs to 2000 rows per call

A limit of 2000 rows per Export API call has been added to stop problems with the responses becoming too large. To compensate for this, the throttle time limit has been reduced from 10 minutes to 1 minute.

 

Fixes

16055 - Staff Job List - Grand Totals do not match totals in grid

There was an issue found with Staff Jobs Page, where the Grand Total for each page didn't match the grid total. This has now been resolved.

Reported by Maner (Ticket no. 57965)

 

16056 - Billing Portfolio Refresh Issue

In the Billing Portfolio, when selecting a staff member under 'Biller/In-charge' field, the page was not refreshing as expected. This has now been fixed.

Reported by Perkins & Co (Ticket no. 57691)

 

16057 - Not started job disappears from job grid view

When editing job with the status "Not Started" and saving it, the job was disappearing from the job list. This has now been fixed.

Reported by BMSS (Ticket no. 54717)

 

16058 - Billing Portfolio Page Not Refreshing After Bulk Confirm

An issue was found after bulk confirming jobs on Portfolio > Approved Confirmable, where the page was not refreshing as expected. This has now been fixed.

Reported by Blazek Vetterling (Ticket no. 56275)

 

16059 - Deposits Grid Shows Fully Allocated No After Posting

There was an issue found after posting a deposit, where the "Fully Allocated" column of the deposits grid was not reflecting the correct information. This has now been resolved.

Reported by Davidson & Company (Ticket no. 57210).

 

16060 - Until status is updated, jurisdictions are not included in Global Jurisdiction Management

When creating a tax job using pes_Job_Create_From_Template and pes_Job_Create, an invalid status was causing issues when displaying client deadlines and other areas. This has now been resolved.

Reported by Baker Tilly Rockies (Ticket no. 57763)

 

16062 - Add In Charge to Client Ownership Dashlet

The "In Charge" field is now displaying correctly in the Client Ownership dashlet.

Reported by PBMares LLP (Ticket no. 57743)

 

16063 - New Clients are not getting an insert into tblEngagementEx +FPorInvoice Issue

When a new client was being created, a reference was not being added to tblengagementex. This has now been fixed.

Reported by Blazek Vetterling (Ticket no. 58146)

 

16067 - If there is no Billing Address for a Billing Client, the wrong Address is pulled

There was an issue found when a billing client did not have a billing address, where an invoice was generated with the original client's address instead of the billing client's address. This has now been resolved.

Reported by Perkins & Co (Ticket no. 58326).

 

16068 - After Upgrade, audit triggers set to off even if turned on in tbltransactionsettings

An issue was found after upgrading, where the Turn on Audit Trails was ticked in tbltransactionsettings, but the triggers on the tables to write to the audit tables were turned off. This has now been resolved.

Reported by Hillier Hopkins (Ticket no. 58437).

 

16070 - Time Recording Errors

An issue was found when billing multiple lines of WIP and auto-allocating, where some lines were occasionally overallocated or under-allocated by a few cents. This has now been fixed.

Reported by Olsen Thielen (Ticket no. 57991). 

 

16071 - WIP Transfers/Updates can transfer to no client

There was an issue found when a user typed in another client's name but didn't select from the drop-down, where the client's job was saved initially, but the WIP transfer did not go to any client. This has now been fixed.

Reported by CBIZ (Ticket no. 58443).

 

16072 - Interim Invoice times out due to pes_Fee_Draft_Header_Staff

There was an issue found when creating an interim draft, where the screen timed out and the staff could not get back into the draft until the next day. This has now been fixed.
Reported by Olsen Thielen (Ticket no.58351)

 

16073 - Standard Costs Defaulting to First Service

When adding a standard cost to a draft bill for a client with multiple services, the cost was defaulting to the first service alphabetically rather than the default service set in billing admin. This issue has now been resolved.

Reported by HW Fisher (Ticket no. 58557)

 

16074 - Bulk Master File Updates Service Manager Error

An error message was displayed in Bulk Update (Update Portfolio) in the selected field of Service Manager. This has now been resolved.

Reported by by PBMares, LLP (Ticket no. 58538)

 

16075 -  Cannot edit draft bill email body

An issue was found when attempting to edit the body of draft bill email, where the body was not selectable and email wordings cannot always be selected. This has now been fixed.

Reported by Lucas Horsfall (Ticket no. 58642)

 

16077 - WIP Updates put in current period even with future dates

An issue was found when transferring WIP from a future period that is still open to the current period, where the WIP gets the periodindex of the current period instead of the future period. This has now been fixed.

Reported by Geffen Mesher (Ticket no. 58806)

 

16079 - Timesheet Move Entries to Wrong Header

There was no error message displayed when moving time between weeks and mistakenly selecting the wrong header for the wrong week. This has been fixed.

Reported by CBIZ (Ticket no. 58776)

 

16080 - Classic Approval can Complete Timesheet Weeks without meeting target time

When using Classic, it was possible to complete a timesheet week even if the target hours had not been met, despite the staff details specifying that target hours must be met. This has now been fixed.

Reported by Albert Goodman (Ticket no. 58826)

 

16081 - Reports Admin missing Control Folder

The Standard Reports tree was missing folders in the first position. This has now been resolved.

Reported by PBMares, LLP (Ticket no. 58963)

 

16082 - Disbursements on Scheduled Invoices being carried forward

Scheduled bills that were automatically created were not billing the DISB but carrying it forward without allowing them to be closed out similarly to time entries. This has now been fixed.

Reported by CBIZ (Ticket no. 58882)

 

16085 - It's possible to transfer a retainer to no client

There was an issue found where it was possible to transfer a retainer to no by typing a name and not selecting a client from the drop down. This has now been fixed.
Reported by Beaird Harris (Ticket no. 59197)

 

16086 - WIP cannot be transferred out of draft bills

In the Analysis tab of a draft bill, an error message was displayed when trying to select Transfer WIP Out and Go and the functionality was not performing as expected. This has now been resolved.
Reported by Albert Goodman (Ticket no. 58822).

 

16087 - Update receipt creation to prevent duplication.

There was an issue found when entering deposits, if the user posted the batch and then refreshed the screen, the system duplicated receipts. This has now been fixed.
Reported by CBIZ (Ticket no. 59297).

 

16088 - Macro Signal R Issue could be due to capital/lowercase.

There was an error found when attempting to run a macro using the run button. This has now been resolved.

Reported by several clients (Ticket no. 59298).

 

16089 - Cannot print statements with hyperlinks.

There was an issue found when a hyperlink was included in a statement, where the statement could not be printed. This has been fixed.

Reported by Withum (Ticket no. 59229).

 

16092 - Building Narrative causes Deadlock Error.

When building the narrative on draft fee, a deadlock error was displayed. This has now been resolved.

Reported by Smythe (Ticket no. 59457).

 

16093 - Email Status Page doesn't display proper time because of how QueuedAt is created in some SP.

An issue was found in the email status page, to do with displayed time and time zones. This has now been resolved.
Reported by Pares (Ticket no. 58969).

 

16094 - Error on Bulk Statement Screen when Client Credit Email and Client Statement Email is blank.

The mass statement & emailing was using the wrong email combination. This has now been fixed.
Reported by PBMares (Ticket no. 58975).

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