Here's what's changed in the latest build of Practice Engine v9.9.
New grid filtering capabilities
We're delighted to announce a number of new filtering capabilities in IRIS Practice Engine data grids. These new functionalities were designed as a result of several user groups and surveys in which we examined the issue of filtering and exporting data.
We will gradually roll out this new advanced filtering grid to replace the current grid format in future releases. It can currently be found in Staff > Task Pad > Jobs.
Read more about the new grids in our Help Centre.
14598 – Unable to print 100s of Billing Guides at one time in Main Portfolio Summary
Users were receiving error messages when trying to bulk print partner portfolios with over 100 clients in Portfolio > Main Portfolio Summary (with the Billing Guide option selected). This has now been fixed, but the number of billing guides that can be printed without error will be dependent on server capacity.
Reported by BMSS (Ticket no. 43459)
14769 – Department Schedule View throwing error
In Portfolios > Department Schedule View, the page occasionally threw an error message and didn’t display any data. This has been fixed.
Reported by Olsen Thielen (Ticket no. 43827)
14768 – Rolling forward job with schedule not keeping tasks
Jobs weren’t retaining task information for rolled forward jobs, despite users selecting the Replicate Schedule option when rolling forward jobs. This has been fixed.
Reported by Olsen Thielen (Ticket no. 43979)
14833 – Job Billing Schedule clearing after applying template
After applying a billing schedule template to a job, if the billing type was set to Based on Schedule and allocation type was set to Automatic Pro Rata When Closed, upon saving, exiting, then re-entering the job, if you save again, the schedule was removed. We have fixed this.
Reported by CBIZ (Ticket no. 44242)
14859 – Single Job Bills not allowing selection of time and disbursements
In Admin > Billing Admin > Settings, if the Require Single Job Bills setting was enabled, users were unable so select both time and disbursements for the same job when drafting a bill. We have fixed this issue.
Reported by Smith Schaefer (Ticket no. 44699)
14662 – Windows not closing automatically as in previous versions of PE
In previous versions of PE, when sending an email confirming an invoice from the Billing Portfolio, the email panel would disappear once sent. This then changed so that it sent the email but users needed to press cancel to close the email panel. We have switched it back to how it used to be after some customer feedback.
Reported by MS Tiller (Ticket no. 43976)
14852 Issue with client query in Query Builder
When using the client model in Query Builder, the system was failing to filter results after setting a specific time period – instead it returned all active results. We have fixed this filter.
Reported by Streets (Ticket no. 44922)
14603 - System does not remember which office is selected in Billing Portfolio > Job Owner
When using the “Where the Client Office is” option in Billing Portfolio > Job Owner, if the user selected an office that wasn’t the first on the list and created a new bill, upon cancelling the bill the system reverted back to the first office on the list. This has been fixed.
Reported by CBIZ (Ticket no. 43899)
14749 – Issues with Query Builder AR/DRS data model
In the AR/DRS data model on the Query Builder, selecting TransactionPartner or TransactionManager would generate no results. We have removed these options as they are already available as DebtTranPartner and DebtTranManager.
Reported by Clearview (Ticket no. 44634)
14656 – Users able to edit billed WIP
Users were able to edit billed WIP, a change from previous versions where users were only able to edit unbilled entries. We have changed this back to how it used to behave.
Reported by CBIZ (Ticket no. 43881)
14723 – WIP entries not showing if net amount is zero
If a client had two outstanding WIP entries on a service with a net total of zero (for example, £256 and -£256), these entries were not shown. We have fixed this.
Reported by Alwyns LLP (Ticket no. 42718)
14600 - Bulk Staff Admin throwing an error when trying to clone staff
When cloning staff dashlet settings in Admin > Bulk Staff Admin, if a user already has dashlets saved that were being cloned from another user, an error message was displayed and appeared to not clone correctly.
Reported by CBIZ (Ticket no. 43900)
14721 – Bulk statements printing in random order
In Admin > Task Pad > Create and Print Statements, selected statements were printing in a random order. We have sorted this so they now print in alphabetical order.
Reported by Thomas Westcott (Ticket no. 44481)
14605 – Duplicate columns in Global Jurisdiction Job Management
In Staff > Global Jurisdiction Job Management, in the columns panel, Job Species and Job Status both appeared twice as available columns – both duplicates returning codes, as well as the descriptions that should be there. We have removed these duplicates.
Reported by CBIZ (Ticket no. 43933)
14665 – Importing a blank template adds an extra comma when editing in Notepad
When users downloaded a blank template from Admin > Import Control Maintenance, it had an extra comma after the last header. This issue wasn’t present when editing the CSV file in Excel, but could cause issues when editing in Notepad. This has now been fixed.
Reported by CBIZ (Ticket no. 44077)
14672 – Import Control Maintenance should list in alphabetical order by default
Import types in Admin > Taskpad > Import Maintenance should have been listed in alphabetical order, but they were not. We have made them alphabetical once more.
Reported by CBIZ (Ticket no. 44078)
14673 – Draft confirmation email issue
When a draft credit was confirmed and it reactivated jobs, the subject line of the email said 'Failure', but it wasn't actually a failure. We have resolved this.
Reported by Lubbock Fine (Ticket no. 44086)
14966 – Error created when posting a standing order on auto allocate
When a client had a standing order set up to be automatic, but they didn’t have any outstanding debtors, when users tried to post the standing order an error occurred. We have fixed this problem.
Reported by Streets (Ticket no. 45081)
14980 – Direct Debit payroll batches time out if over 100 entries
A direct debit batch with over 100 entries created a timeout after posting. We have fixed this.
Reported by Thomas Westcott
14997 & 14598 – Unable to print 100s of Billing Guides at one time in Main Portfolio Summary
Users were receiving error messages when trying to bulk print partner portfolios with over 100 clients in Portfolio > Main Portfolio Summary (with the Billing Guide option selected). This has been resolved.
Reported by BMSS (Ticket no. 43459)
14981 – Work Profiles are being added with a Date/Time stamp
When adding a Work Profile to a new staff member, the profile was being saved with a date and time stamp. It should just have just saved the date. We have now fixed this issue.
Reported by Thomas Westcott