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Date
Request /New Feature
Type
Version
10/9/2017 Fixed an issue with engagement description not appearing in the slip timer popup when the detail description is left blank. Work around was to show engagements by type and year. Issue now resolved. Fix/Improvement
15.0003
9/21/2017 Excel spreadsheets can now be inserted using the full screen edit on narrative bills. New Feature
15.0002
9/14/2017 Mobile device integration has been improved. ImagineTime Anywhere for mobile iphone and ipad devices now has the added ability to invoice customers directly from the iPhone and download 'on-the-go' time, expenses and invoices to the main database. New Feature
15.0001
9/13/2017 Added a new staff utilization report feature (option) that allows budgeted hours to be subtotaled and reported by day. Client Request
15.0001
9/7/2017 Added the ability to auto-apply payments by invoices reference in the payment entry screen. Client Request
15.0001
8/31/2017 Client has requested to be able to format the header of the statement to match the invoice header. Specifically italic printing of company name on invoices in billing dashboard not carrying over to statement. Currently underline carries over from invoice settings and bold is an option on the statement screen. This is for the cosmetic appearance of the invoices and statements. This has been corrected and italics now work on statements. Client Request
15.0001
8/29/2017 Changing a task to appt from the contact screen without using the popup does does change the the apptortask field. This issue has been corrected. Fix/Improvement
15.0001
8/23/2017 Global Release with Begin Invoicing Each Client Option checked. Utility needs to filter for only ACTIVE CLIENTs. Currently utiility is creating invoices for accounts that are marked as inactive and still have timeslips on the account . This has been corrected. Fix/Improvement
15.0001
8/23/2017 Client Statement - using the Calendar to select the date for the STATEMENT ENDING DATE causes the one client selected for printing a statement to be lost. - work around is to manually enter date. Moved the Statement ending date to the top of the form since in re-computes balances and must be entered before selections are made. Fix/Improvement
15.0001
8/16/2017 Improved update process to ensure all fields get updated. Fix/Improvement
15.0001
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
8/16/2017 Global release of expenses has been modified to change the billtype to expense detail (when the billtype is other than expense summary) when only expenses are on the account and check the selected box. Fix/Improvement
15.0001
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 description 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
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