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Date
Request /New Feature
Type
Version
8/16/2017 when changing staff ID using Change ID & Status, added a popup message to make sure all timers are finished and saved before changing Staff ID. Fix/Improvement
15.0000
8/10/2017 After fixing bug #3006 and #3307, regarding clearing expenses on final bills, there are now several issues on the edit/view transaction screen: (1) expenses are not shown the Expense Included column of the edit-view transaction screen; (2)however, when a final bill is deleted the expense now shows as a credit in the expense Included column . This issue has been corrected. Fix/Improvement
15.0000
7/28/2017 When using the auto biller with the super bill item discription is a very small font. This happens if autofilling or not. This issue has been corrected. The auto-description works for both the standard and alternate invoice description. Fix/Improvement
15.0000
7/13/2017 Final bills with expenses included are not recomputing correctly on the transaction screen. Also, the billing history report is incorrectly shown as out-of-balance. These issues have been corrected. Fix/Improvement
15.0000
7/12/2017 Pending Bills Report - the sort option of Group by Partner/Invoice. The Total for Partner/Biller row is showing totals even if the column is zero and/or erroneous total figure. This issue has been corrected. Fix/Improvement
15.0000
6/12/2017 On Due date reports Identify Clients with due date items that are marked "Do Not Clone" by italicizing client's name. New Feature
15.0000
6/5/2017 The sorting and selection features of the due date notification screen have been improved and enhanced for ease-of-use. Fix/Improvement
15.0000
6/2/2017 Added a new group by option "Task ID" for due date reports that allows users to view the entire task description as the beginning of each task grouping. Fix/Improvement
15.0000
6/1/2017 Fixed an issue with the sorting in the notifications screen, the default sorts are reinstated when using the tabs unless a custom sort is used. Custom sort are saved and redeploy when opening the form - this was not working in the past. The default sort button has been improved to be sensitive which tab user is on. Fix/Improvement
15.0000
5/30/2017 If the report expenses by expense type option is used, invoices (except time slip bills) do not reprint correctly. This has been corrected. Fix/Improvement
15.0000
5/10/2017 When you are converting a progress bill to a final bill (not creating a final bill - just tagging slips) and you are tagging expenses with the timeslips. if you do not RELEASE expenses as well as tag them the billing history will be OUT of BALANCE. This issue was a report error and has been corrected. Fix/Improvement
14.6005
5/3/2017 Fixed an issue with export of invoices to Quickbooks where the street 1 field was left blank on client setup. This issue has been corrected to allow export. Fix/Improvement
14.6005
5/2/2017 Added a 'Don't Clone' field to the taxformsclient table accesible from the due date management screen. Modifed the clone routine to skip these items. New Feature
15.0000
4/24/2017 Selecting the Staff/Date sort in the detail slip options form does not always display the condense by staff button. This has been corrected. Fix/Improvement
14.6005
4/24/2017 Payment stub on statement shows the Client ID eventhough the setting for the Invoice &Stmt Format is to NOT show Client ID on Inv and Stmts. This is causing a problem because they use client's SS# for the client ID. (Invoice payment stub does NOT show Client ID). This issue has been corrected. Fix/Improvement
14.6005
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