The following fixes have been made in this build:
There was a difference in the recording of the timestamp between the History tab and Notes on a job. (Reported on behalf of Hogan Taylor - 31271)
The ability to use a / in the client name was removed in a prior version as it was causing issues when searching for client. However this is required for many US client names. This constraint has been removed. (Reported on behalf of Grimbleby Coleman)
An error was produced when creating simple tax jobs from templates that did not include tasks.
Chargeable values displayed on the Staff Productivity dashlet were not matching the values that were displayed when drilling into the figures. (Reported on behalf of Honkamp - 31400)
The Job History on jobs was being sorted oldest to latest. This has been reversed. (Reported on behalf of TSS)
The WIP allocation calculation was changed in 9.6 to include interim bills. 9.7 has been changed to use the same calculation.
When the budget type was set to ‘By Role In Total’ the budgets were not being rolled over to the new job.
The Leave Approval page was using the incorrect permission and was only accessible if the user had access to the Global Leave Approval permission (LeaveReqAppList) rather than the permission LeaveReqApp.
Having certain reserved characters in the service code was breaking the billing guide report. A database constraint has been added to stop services being created with bad characters in.
Date ranges were fixed to be between dates, not less than or more than.
If a user started a timer on an entry that was posted or complete, by opening it up in panel view and starting the timer on “today”, the existing completed/posted entry was hidden and a new entry with no details and just a timer running was displayed. This was changed to create this ‘mirror’ entry in it’s own right, so users will now see this entry created as a separate entry in the grid with a timer running, along with the original completed/posted entry in the grid.