These Release Notes give you information regarding changes modifications and fixes to the Practice Engine software. The information contained within this document refers to changes made since the last version release. (For information pertaining to all changes since a particular release, please contact Support for a Version History.)
PE Filer, Prospects and Pipeline, PE Collect and Client Monies are not part of the core Practice Engine system and are subject to additional Licence Fees and Service Fees. Please contact support for further information on pricing.
What’s New in V9.1 - September 2014
General
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System |
New user interface. Updated page styles to make HTML5 compatible. Removal of all Silverlight pages. |
Contact
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Dashboard |
A new Contact Events dashlet has been added. |
Staff
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Dashboard |
A new Staff Debts dashlet has been created. This provides the partner/ manager with a summary of debtors information. |
Modifications in V9.1
Portfolios and Reports
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Macros |
A new ‘Last Period’ option has been added to the Period Type drop down on the Report Macro Line Detail page. This allows the report to be set to run for the Last Period when included as part of a macro. An option to run a single line of a macro has been added. This can be found by right clicking onto the required report within the macro details and selecting Test Line from the context menu. An option has been added to allow macros to be shared with other users. |
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Aged DRS and Aged WIP Portfolios |
Context menu options have been added to the lowest line items of these portfolios. These options will allow the user to navigate to the DRS or WIP transactions. |
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Fee portfolio |
A manager choice has been added to the Unprinted Fees option within the DRS node. |
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Special Portfolios |
The buttons have been rearranged on Special Portfolios. An auto refresh functionality has been added and the portfolio titles are now returned from the portfolio SP. |
Jobs and Workflow
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Jobs module |
The Jobs module has had an extensive rewrite to remove all Silverlight pages. |
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Schedule Portfolios |
The task for the job has been added to the tooltip on both the Department Schedule and My Portfolio Schedule. |
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Job Details |
A notes column has been added to the Task List within the Job Details. |
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Tax Jobs |
A budget Value field has been added to Tax Return Jobs. This allows a total value for the tax job to be included on the job details. |
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Budgets by Staff |
A modification has been made to select the analysis code that is set against the task when adding budgets by staff member. |
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Client and Staff Jobs page |
The list view has been rewritten to allow the user to choose which columns are to displayed. In Line editing of the jobs has been added to the Client Jobs page. Clicking onto the job name will expand the line to allow the job details to be updated. |
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Job Templates |
The job template pages have been rewritten to include all of the information that is held against a job. |
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Job Budgets |
The automatic job budgeting option has been modified to allow budgets to either be created based on actual time or from the previous year’s budget. |
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Client
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Attributes |
Coding has been added to display attribute attachments when they are not image files. |
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WIP Trans |
A job status drop down has been added to the Print tab of the WIP Trans page to allow the WIP to be filtered by job status. |
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WIP Transfers |
A Next button has been added to WIP transfer pages to navigate back to the start of the transfer after confirming the current one. |
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Client Staffing dashlet |
The organisation, office, department and client status have been added to this dashlet. |
Fees and Billing
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New Draft Fee |
Unposted expenses have been added to the display on the New Draft Fee page. Expand and Collapse all icons have been added to the DRS page of the draft fee wizard. |
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Recurring Fees |
A LOST client check has been added to the Recurring Fee Generation routine. |
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Bulk Fees |
An All Organisations option has been added to bulk fee printing. |
Data Entry
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Daily Timesheets |
The Timer has been changed to allow use of the timer when editing items. |
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Expenses |
Grid totals have been added to the expense pages. |
Staff
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Staff Searches |
The staff sub department has been added to the staff search. |
Contact
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Attributes |
Coding has been added to display attribute attachments when they are not image files. |
Control
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Questionnaires |
Multiple levels of approval have been added to Questionnaires. |
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Statistics |
A Current Period Refresh has been added to the Statistics page. |
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PElert |
The monthly schedule options have been changed to allow the selection of days after the 28th of the month. |
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Categories Etc |
Clicking onto either the title of Menu or List will collapse the relevant section to allow more of the details to be seen across the page. |
Credit Control Module
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Dunning Letters |
An option to email dunning letters has been added. |
PE Filer
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Email Filing |
An Email folder selection has been added to email filing. Handling has been added to show child folders in the email inbox. Inline image handling has been added to email filing. |
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Document Explorer |
Thumbnails have been added to the document explorer screens. |
TRCS
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TRCS screen |
A data export button has been added to the main TRCS screen. A job expander icon has been added to the TRCS screen. This allows the job to be expanded to show the Jurisdictions and questionnaires. The Jurisdictions tab allows the extending of dates. The questionnaires link will open the attached questionnaire for editing. A letter sent field has been added. |
Fixes in V9.0
Prospects
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Events |
The status flag of new events has been fixed to show Incomplete by default. |
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Attributes |
The attribute save function has been fixed to ensure that Boolean Value has a value in tblProspectAttribute. |
Client
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WIP Transactions |
The Client WIP page was not showing services that only contained 1 transaction. This has now been modified to display correctly. |
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Services |
There was a problem with the service In Charge getting overwritten when another service was added. This has now been resolved. |
Fees and Billing
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Recurring Fees |
Narratives were being left as URL encoded. This has been fixed by adding some code to uncode the text before saving to the database. |
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Drafts |
The Policy Check dialog was causing a postback which disabled the Submit or Confirm buttons. This has now been rectified. |
Control
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Categories Etc |
Date pickers were not working correctly within PEWC. This has been fixed. |
Jobs and Workflow
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Complex Jobs |
There was a problem with job template view problems for complex tax jobs. This is now fixed. |
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TRCS |
The jurisdiction Extend/Unextend dialog has been fixed. |
Data Entry
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Lodgements |
A rounding error was occurring when items were unticked from the allocation. This was a javascript rounding error which has now been fixed. |