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Date
Request /New Feature
Type
Version
9/20/2018 Refresh pending bill field on dashboard regardless of print setting as 'all bills' or 'current row'. Improved refresh to cursor stays on active client row. Fix/Improvement
16.0005
9/7/2018 Super bills that have both progress bill and released slip element rows show as out-of-balance on the billing history. This issue has been corrected. Fix/Improvement
16.0005
8/29/2018 Improved help on the super bill setup screen. Hovering over "Slip Detail" now informs the user that this option is only available when selecting the "Bill Excluded Code" clear option. Fix/Improvement
16.0005
8/29/2018 Expanded line width and allowed second line to allow for engagements with long descriptions in invoice history report. Fix/Improvement
16.0005
8/2/2018 Enhanced calendar to more prominently display the various display options using an option group rather than a combo box. Fix/Improvement
16.0004
8/2/2018 Improved the quick options (billing dashboard) by displaying it as a list instead of a combo box. Fix/Improvement
16.0004
7/6/2018 Analysis tabulations on client/contact screen not refreshing. If you have viewed a client with the fields populated and then you select another client - null field for that client are populated with the figures of the client you previousily viewed. Work around is to close the client/contact screen and re-open to refresh the tabulations. This issue has been corrected. Fix/Improvement
16.0003
7/2/2018 Screen resizer - V.16 with new screen resizing options are not compatiable with the Quick Add Clients from Slip Screen feature. Contact screen opens too large to use - client using laptop with 21" or 22" monitor. Unchecking the Resize Client Screen makes it open smaller and you can access the scroll bar. This issue has been resolved. Fix/Improvement
16.0003
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
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