The following modifications have been made in this build:
12673 - (US Only) Tax Form list removed from Jurisdictions tab
The Tax Form drop-down list has been hidden from the Jurisdictions tab on the Job Details page.
12596 - Redundant pages and permissions removed
Redundant pages and permissions have been removed from the user interface.
12604 - (US Only) New Jurisdiction Statuses added
Two new Jurisdiction Statues have been added - Complete and Not Filing.
9484 - Expanders added to Contract Attributes page
When viewing client details, the Contact Attributes page now includes the facility to expand or contract each attribute (one at a time). If an attribute is left expanded, this setting will be retained the next time you visit this tab for this client.
12809 - URL field consistency across Prospects, Client and Details pages
We have standardised the web address format used in the Prospects, Clients and Details pages (Web and URL fields) so that the web address entered does not need to include anything preceding "www", e.g. "http://" or "https://".
12679 - Improved warning message when confirming a final bill
We have updated the warning message when confirming a final bill to advise that any posted or unposted WIP that is not included in the bill will be written off during the confirmation process.
In addition, a zero bill will be created for any WIP that is written off as part of a final bill.
12609 - New facility to mark workflow status as complete
Clicking the button enables any comments to be entered, before clicking Mark As Complete.
12603 - Auto Allocate has now been added for draft billing
A new option has been provided to auto allocate multiple jobs for a client on a single final bill.
An additional Add and Auto-Allocate option has been added to the drop-down on the Analysis tab which launches an Add and Auto-Allocate dialog.
6495 - Staff descriptions can now be relabelled
It is now possible to relabel staff descriptions used in the system to align with the roles in your organisation. This is achieved via Categories, Transactional Settings, System Options.
12608 - Delivery Email field now populated with a default when raising a bill
When raising a bill, the Delivery Email now defaults to the Credit Control email address set on the DRS/AR Collection page for the client. Any other email addresses connected to the client will be available via a drop-down list. An email address can also be manually added for the bill.
12606 - New Bills tabs added to list all bills relating to the selected job
In addition, a Bills tab has been added to the WIP Time for Job page.
These tabs will list all the bills included for the currently selected job.
The following fixes have been applied in this build:
12680 - Adjustment drop-down list disabled for users without permission
When making adjustments via a deposit, if a user does not have permission for the DRS Adjustment component, then the Adjustment drop-down list will be read only.