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Date
Request /New Feature
Type
Version
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 enhaned 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
6/1/2017 Ultratax utility: access to the work code and billing type options was improved moving controls off the option group to the tab. The controls are now accessible when the user checks the invoicing functions. 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
4/12/2017 Added a login button to the login screen to improve ease of use. Fix/Improvement
14.6005
4/6/2017 When viewing pending bills report as datasheet should not allow edits on datasheet. This has been corrected. Fix/Improvement
14.6005
3/27/2017 When sending email blast and emailing Invoices and statements the Priority setting does not populate the value into Outlook properly. A setting of high goes as normal or low. A setting of Normal goes as a high. This has been corrected. Fix/Improvement
14.6005
3/27/2017 Log in Screen for Billing Dashboard. Please relocate the dual dating button so that it is not accidentally turned on. (A Brenda suggestion - on the pop up screen change the default from OK which turns on dual dating. Instead add a yes and a no box) Fix/Improvement
14.6003
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