Modifications
11961 - Dialogs and pages should display the relevant client and job where possible
All pages and dialogs have been updated to display the relevant client and job where possible. (Requested by CBIZ)
11962 - Notes button on jurisdictions should open another browser or pop up screen
The notes button on the jurisdiction page has been changed to open another browser window or pop up screen. (Requested by CBIZ)
11963 - Add a unique reference to the original job note
A note number has been added to the original note on jobs. (Requested by CBIZ)
11964 - Modify Drafts As Owner portfolio to display additional owner types
The Drafts As Owner portfolios have had Service Partner, Service Manager, Service In Charge, Job Partner, Job Manager and Job In Charge added as owner types. The list of drafts will filter based on the selection made.
11965 - Display WIP within the Analysis tab of bills for all allocation types
The Analysis tab of a bill will now display the included WIP for all allocation types. Only jobs with an allocation type of Manual per bill can be edited within the draft bill.
11967 - Bulk approve options on the Approval portfolios
A Bulk Approve option has been added to the Approval portfolios within the billing portfolio.
11968 - Recurring Bills connected to jobs that are rolled over
An update has been made to update any recurring bills connected to closed jobs that are rolled over or when rolled jobs are closed.
11969 - Job Billing Value column
A Job Billing Value column has been added to the Job Owner, Job Billing and Drafts portfolios
11981 - Foreign Keys added to Email Queue tables
Foreign keys have been added to the Email Queue tables.
Fixes
1950 - Saving attachments on Prospect Attributes
Saving an attachment against a prospect attribute produces an error. (Reported on behalf of Capin Crouse -30669)
11957 - Department Diary defaults to wrong month
The month drop down on the department diary was defaulting to a month that was neither the current month or period.
11980 - Interest/ Finance Charge reversals
An error was being produced when reversing an interest/ finance charge
11982 - Starting a timesheet timer from the client dashboard
Starting a timesheet timer from the client dashboard was causing the timer to start at -6s. This was also happening when starting a timer from the Job Details.
11986 - Internal Email Failures
Failures were occurring when emailing items internally. (Reported on behalf of Roth)
11988 - Workflow Portfolio reports
Reports were not being generated when run from the Workflow Portfolio.
11993 - Periodic Leave Accrual
Leave accruals that were calculated on a periodic(monthly) basis were calculating incorrectly.
11994 - Data and Filtered Data options not working from the Job Status Summary Portfolio
The Data and Filtered Data export options were not returning any data from the Job Status Summary Portfolio. (Reported on behalf of Crowthers - 30889)
11998 - Unable to overtype a job name within Prospects
If the generated job name on an opportunity was manually edited and saved, the changed were not persisted.
11999 - WIP was not being recalculated when changing lines from Progress to Interim in the underlying tables
When a Progress line of WIP was edited with the amount being changed and the billing type being changed from Progress to Interim, the amount in tblTran_Draft_WIP_AllocSum was not being recalculated.
12051 - Recurring Receipt filters within Billing Admin not being applied to the report
The filters that are used on the recurring receipt generation page within Billing Administration were not being applied to the report that is available from the page. (Reported on behalf of Crowthers - 30925)
12052 - Write Off reason reverting to first in list when navigating away from Analysis tab
The Write Off reason drop down was reverting to the first reason in the drop down list when the user navigated away to the narrative tab and back to the analysis tab. (Reported on behalf of Crowthers - 31010)
12054 - Jobs grids not refreshing to show updated service and client staffing changes
The jobs grids were not refreshing to display the updated staffing changes. (Reported on behalf of LaPorte)
12070 - Closed Jobs available when adding an Interim Bill to a draft bill
Closed jobs were being displayed when adding an interim bill line within a draft bill.
12072 - Bulk Bill Emailing
An error was being generated when using the BCC address whilst bulk emailing bills.
12074 - Email wording formatting for bulk bills
When sending bulk bill emails the email wording body was rendering with all the HTML tags showing.
12075 - Weekly Timesheet Print layout
The Approved by option was removed from the Weekly Timesheet Print.
12076 - Rich Text formatting on bill printing
Changes were made to the master copies of the sp’s that handled the bulk bill printing to correct when there is no default font set.
12078 - Reapplying job template gets roles wrong
Job roles were not being correctly applied when a job template was reapplied to jobs.
12096 - Auto Allocate in draft bills causing some rounding issues
The add and auto allocate function within the draft bill was causing some rounding issues when billing more than is in current WIP.
12101 - Others timesheets moves week start date forward 1 week
When opening the Others timesheet refiner and there was no staff selected the default week start date is moving forward to the next week.
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