Here's what's changed in the latest build of Practice Engine V9.8.
13836 – System allowing DRS / A/R data entry before set period
Some users are finding that even if the DRS/AR adjustments are set to Current Period only in Admin, that users are still able to post adjustments before the current period.
Reported by Grant Thornton (Ticket no. 39936)
13741 – Clients being dropped from Shared Billing lists if creating multiple lists
When creating multiple Shared Billing lists in Billing Portfolio > Job Owner, the first list created doesn’t display any clients.
13840 – Wording not updated when sending emails to reflect different wording categories
When changing an email wording category, the itemised list of wording options is not updated to reflect the choice of category.
13884 - Allow Expense Posting checkbox not being honoured in Draft Bills
Billing Admin > Settings
When the Allow Expense Posting checkbox is not selected, you are still able to add unposted expenses when adding unposted WIP to a bill.
Reported by Albert Goodman
13908 – Swagger API documentation link was not functioning correctly
The link to Swagger Help in Admin > API Admin was pointing users to lists of available APIs for the wrong version of Practice Engine. This has been fixed.
Reported by Hogan Taylor LLP (Ticket no. 40978)