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Date
Request /New Feature
Type
Version
5/22/2018 Unable to put forms on extension from right datasheet on Manage Due Date screen, regardless of permisison level. This issue has been resolved. (persmissions variable was moved to startupdatabase module). Fix/Improvement
16.0002
5/22/2018 Enhanced the detail slip bill setup screen to provide more sort options and consistency between super bill detail slips bills and regular slips bills. Improved ease-of-use and made interface simpler to use. New Feature
16.0001
5/16/2018 Sort order when work codes are show is not clearly stated. Should have some sort options when grouped by work code. Super bill excluded codes and detail slip bill are not consistent. This issue has been resolved for condition when work codes are shown: the sort order is work code, date and staff. Client Request
16.0001
5/9/2018 Found testing Statment bugs 3112 and 3113. When using the option to Print A/C's with transaction activity in date range in combination with the option to show Invoices and Payments from 1st Outstanding. On the print preview of the stmt Statement of Account:Activity from date is null, it should pull in the statement start date. This issue has been resolved. Fix/Improvement
16.0001
5/7/2018 Statements - when printing multiple pages Show activity from start date and one line is on a single page, balance and total not correct. If the total is only item on page it is correct and if there are more than one transaction, balances and total are correct. This has been corrected. Fix/Improvement
16.0001
5/7/2018 Statements - when selecting Print a/c's with trans activity, first transaction on each additional page is incorrect however total is correct. This issue is resolved by entering a default start date - corrected. Fix/Improvement
16.0001
4/13/2018 Preferred Billing Type for a Client. Regarding a new client, user would like the preferred billing type to automatically be displayed on the billing dashboard. Does not like having to select the bill type from the drop down screen and "restoring preferred bill types for clients" - not a practical solution. This issue has been addressed. Fix/Improvement
16.0000
4/13/2018 When you attempt to delete a client in the Change ID and Status screen before asking for the password, a pop up message has been added that client deletions should be done from the Manage Contacts & Clients screen. Fix/Improvement
16.0000
4/13/2018 When unlocking add in modules, if the wrong password is entered it fails silently. Should get a pop up saying to call support for help or to purchase. This issue has been corrected. Fix/Improvement
16.0000
4/11/2018 Post service charge routine screen - the description and interest method do not save. This has been corrected. Fix/Improvement
16.0000
4/11/2018 Due to new cloning email feature, the label on the contact screen now reads "Clone Contact Information" to include address, phone and emails. Fix/Improvement
16.0000
4/11/2018 Client Snapshot Report - the footer on the report reads "Contact/client Productivity Snapshot" - contact needs to be removed from description. This has been corrected. Fix/Improvement
16.0000
4/11/2018 Due date permissions. A new settting has been added to restrict selected staff from putting items on extension. Client Request
16.0000
4/9/2018 To prevent inadvertent deactivation of a client, the label area has been disassociated with the check box. User must check directly on box to make a client inactive or active. Fix/Improvement
16.0000
4/9/2018 The Clone Address/Phone function on the client/contact screen now includes the ability to clone email addresses. Client Request
16.0000
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