Date |
Request /New Feature |
Type |
Version |
| 11/7/2011 |
From billing dashboard, print all wip, the partner is being loaded into the originating partner dropdown instead of billing partner. This has been corrected. |
Fix/Improvement |
9.7562 |
| 11/7/2011 |
Detail WIP report is not saving selection in second sort on slip dropdown. This has been fixed. |
Fix/Improvement |
9.7562 |
| 11/7/2011 |
Improved handling of labels in the Detail WIP reports. In particular, make descriptions of workcodes visible in addition to the codes. |
Client Request |
9.7562 |
| 10/11/2011 |
Program now accommodates multi-office locations through use of the variable Biller 4, 5, and 6 fields. Major enhancement to Aging report, Invoice/Payment reports, and WIP reports now provide multiple levels of groupings and sortings, providing far more flexibility in report choices.
|
Client Request |
9.755 |
| 9/27/2011 |
The "Don't Prompt User to Open Outlook when Emailing" when checked on the Company Option Tab the program is still bringing up the Choose Send Option when you click the Send Email button on the contact info screen. This has been fixed. |
Fix/Improvement |
9.755 |
| 9/27/2011 |
Tax Folder Labels 1.33 by 4: The year selector is not showing. This has been fixed. |
Fix/Improvement |
9.755 |
| 9/27/2011 |
Tax Folder Labels 2x5, 2 by 4 the year isn't printing on the label. This has been added. |
Fix/Improvement |
9.755 |
| 9/27/2011 |
Consistency of labeling email addresses. Client Info screen uses "primary" email; the drop down action lists for emailing invoices and stmts uses "default" email address |
Fix/Improvement |
9.755 |
| 9/27/2011 |
Added a variety of sorts in the D6 client wip history report, including by time slip date. Need more wip history sorts in D6. |
Client Request |
9.755 |
| 9/23/2011 |
Print Selected WIP fails when acct has a credit in the Net Unbilled Slips column. Get pop up message "Current client has no Wip to Print." This has been corrected. |
Fix/Improvement |
9.755 |
| 9/22/2011 |
Custom Wizard Report and Office 2010 causing error. Update to Office broke the wizard. This has been fixed. |
Fix/Improvement |
9.755 |
| 6/28/2011 |
Vendor listing added to the report wizard.
|
New Feature |
9.755 |
| 6/24/2011 |
Request for a new client phone list with one line per client, one column per phone location. This report has been added to the report wizard.
|
Client Request |
9.755 |
| 6/24/2011 |
Single user standalone on windows 7 was having difficulty writing to the registry on updates. This has been corrected. |
Fix/Improvement |
9.755 |
| 6/23/2011 |
LAST EXPLANATION/Narrative Bill Type. When accessing the screen for editing the bill text by drilling down on "narrative slip" the "use last explanation" button does not work. This has been fixed. |
Fix/Improvement |
9.755 |
