All pages and dialogs have been updated to display the relevant client and job where possible. (Requested by CBIZ)
The notes button on the jurisdiction page has been changed to open another browser window or pop up screen. (Requested by CBIZ)
A note number has been added to the original note on jobs. (Requested by CBIZ)
The Drafts As Owner portfolios have had Service Partner, Service Manager, Service In Charge, Job Partner, Job Manager and Job In Charge added as owner types. The list of drafts will filter based on the selection made.
The Analysis tab of a bill will now display the included WIP for all allocation types. Only jobs with an allocation type of Manual per bill can be edited within the draft bill.
A Bulk Approve option has been added to the Approval portfolios within the billing portfolio.
An update has been made to update any recurring bills connected to closed jobs that are rolled over or when rolled jobs are closed.
A Job Billing Value column has been added to the Job Owner, Job Billing and Drafts portfolios
Foreign keys have been added to the Email Queue tables.
Saving an attachment against a prospect attribute produces an error. (Reported on behalf of Capin Crouse -30669)
The month drop down on the department diary was defaulting to a month that was neither the current month or period.
An error was being produced when reversing an interest/ finance charge
Starting a timesheet timer from the client dashboard was causing the timer to start at -6s. This was also happening when starting a timer from the Job Details.
Failures were occurring when emailing items internally. (Reported on behalf of Roth)
Reports were not being generated when run from the Workflow Portfolio.
Leave accruals that were calculated on a periodic(monthly) basis were calculating incorrectly.
The Data and Filtered Data export options were not returning any data from the Job Status Summary Portfolio. (Reported on behalf of Crowthers - 30889)
If the generated job name on an opportunity was manually edited and saved, the changed were not persisted.
When a Progress line of WIP was edited with the amount being changed and the billing type being changed from Progress to Interim, the amount in tblTran_Draft_WIP_AllocSum was not being recalculated.
The filters that are used on the recurring receipt generation page within Billing Administration were not being applied to the report that is available from the page. (Reported on behalf of Crowthers - 30925)
The Write Off reason drop down was reverting to the first reason in the drop down list when the user navigated away to the narrative tab and back to the analysis tab. (Reported on behalf of Crowthers - 31010)
The jobs grids were not refreshing to display the updated staffing changes. (Reported on behalf of LaPorte)
Closed jobs were being displayed when adding an interim bill line within a draft bill.
An error was being generated when using the BCC address whilst bulk emailing bills.
When sending bulk bill emails the email wording body was rendering with all the HTML tags showing.
The Approved by option was removed from the Weekly Timesheet Print.
Changes were made to the master copies of the sp’s that handled the bulk bill printing to correct when there is no default font set.
Job roles were not being correctly applied when a job template was reapplied to jobs.
The add and auto allocate function within the draft bill was causing some rounding issues when billing more than is in current WIP.
When opening the Others timesheet refiner and there was no staff selected the default week start date is moving forward to the next week.