9.9 Builds Release Notes

• What's New/Changed in 9.9.9144

• What's New/Changed in v9.9.8866

• What's New/Changed in v9.9.8689

• What's New/Changed in v9.9.8664

• What's New/Changed in v9.9.8606

• What's New/Changed in v9.9.8577

• What's New/Changed in v9.9.8488

• What's New/ Changed in v9.9.8537

• What's New/Changed in v.9.9.8472

 

What's New/Changed in 9.9.9144

Enhancements

16139 - Add WIP transactions to the Export Controller

The option to export WIP Transactions has now been added to the Export API controller.

16140 - Show timesheet suggestions panel on Other Staff

The Timesheet Suggestions button has now been added to the Other timesheets view.

Fixes

16115 - Credit Memo with multiple interim invoices can't be confirmed

There was an error displayed when doing multiple interim invoices for different jobs but the same client. This has now been fixed.

16119 - PE to scheduling sync

There was an issue where columns set up to sync from PE into Scheduling were not passing information correctly. This has now been resolved.

16124 - Cannot Edit Narrative Bill Amount on Mobile Version of Site when screen is flipped

There was an issue reported with the screen display when using a mobile phone. This has now been fixed.

16125 - Jurisdiction Due Dates in Job Details not Correct for Calendar Year Start Calculations

There was an issue found when using CalendarYearStart jurisdiction calculation, where the due date showed correctly in the job grid but incorrectly on the jurisdictions tab in job details. This has now been fixed.

16126 - Client WIP column in Job Owner Billing Portfolio Shows Job WIP

There was an issue reported where ClientWIP in the Billing Portfolio grid for the Job Owner grid was only  showing the WIP for that job rather than the total Client WIP. This has now been resolved.

16127 - When jurisdiction is changed to extension level of complete or not filing, jurisdiction is not being marked complete

There was an issue when jurisdiction status was changed to a status with an extension level of "Not Filing" or "Complete" it appeared in the jurisdiction grid that the 'Completed' box was checked and greyed out but in the Global Jurisdiction Management Grid the column IsComplete was still set to False since the flag had not actually changed in the table tblJob_TaxReturn_Jurisdictions. This has now been fixed.

16128 - Client Monies error in Categories and Cannot Edit Client Monies Bank

There was an error displayed when viewing a bank in Categories I and it was not possible to edit the Client Monies Bank to add a job and client. This has now been resolved.

16129 - No details created when receipts are created

There was an issue when receipts were created, no tbltrandebtoranalysis details were created so the receipt could not be properly allocated against fees. This has now been fixed.

16131 - Update Receipt Transfers to update detail records and debttranmanager

There was an issue when transferring a receipt, the debttranmanager and detail records in tbltrandebtoranalysis were not updated correctly, which caused issues with reporting. This has now been fixed.

16133 - Job Biller Missing In Drop-Downs in Portfolio Views

There was an issue reported where Job Biller was missing in the drop-downs menu in Portfolio Views. This has now been resolved.

16135 - Draft allocations not deleting from deposits - still an issue

There was a recurring issue when posting deposits, where the draft allocation was not removed after the process completed. There was a bug fix for this issue in a previous version, but re-escalated since it came back. This has now been resolved.

16136 - Report Engine Error

There was an issue on the report Engine page, where the report App URL showed an error for invalid URL even though the reports were working. This has now been fixed.

16137 - Error thrown when trying to open a newly made questionnaire

After creating a new questionnaire the first attempt to use the questionnaire would fail and nothing would be displayed. This has been fixed.

16138 - PE Alerts History Always says Failure even when they Succeed

The PE Alerts History screen was showing all alerts Run Status as Failures even if they worked correctly. This has now been resolved.

16141 - Way to Credit Memo a Nil Bill where invoice had multiple lines in Analysis

There was an issue found when a nil bill had multiple lines in analysis/tbltran_history_wip_allocsum (e.g. multiple jobs and or wip types), where a credit memo would not create the analysis properly and the credit memo could not be confirmed or the wip restored. This has now been resolved.

16142 - Refresh Deposit Screen After Posting Even if Error Appears

An issue was reported where clients were receiving an error when posting a deposit, re-entering and then ending up with two copies. Also, when deposits were posted the screen did not refresh correctly. This has now been fixed.

16144 - The same line of WIP can be transferred twice

There was an issue found where the same line of WIP could be transferred twice which would then overstate the wip for the affected client(s). This has now been fixed by adding check and error message to prevent this.

16146 - Warehouse Issue No Service Assigned

There was an issue when billing multiple clients, the data was not being handled correctly via the data warehouse. This has now been resolved.

16147 - Need to update datatype for clientcreditcontact in tblengagement_audit

There was an issue where an error message was received when trying to change the name of the contact under A/R/Collection. This has now been resolved.

16148 - Cannot create timesheet headers if start date is after the first day of the week

There was an issue found when a staff member was created and their start date was after the first day of the week, headers could not be created. This has now been fixed.

16151 - If you have more total leave requests than your grid view you cannot see Active Leave Requests

There was an issue found when a staff member had more total leave requests in tblleaverequests than the size of the set on the Leave Request Active tab, which resulted in the most recent active leave requests not appearing. This has now been resolved.

16152 - Auto Stop Timers Scheduled Task Failing

There was an issue found where the incorrect field name was being used in [pes_Timesheet_AutoStop_Timers] and some other places. This has now been corrected.

16153 - Aged AR portfolios are not matching

There was an issue found regarding different totals on the Service Partner Aged A/R Portfolio, Client Partner Aged A/R Portfolio, Job Partner Aged A/R Portfolio. This has now been resolved.

16155 - Receipt Reallocation debit in tbltrandebtoranalysis has wrong client and potential partner and manager

There was an issue found when a receipt was reallocated, where the client it is moving away from got a debit amount automatically created and allocated to the receipt. The details in tbltrandebtoranalysis were getting copied based on the client it was going to rather than the initial receipt causing some report discrepancies when the report was using tbltrandebtoranalysis. This has now been fixed.

16156 - Once Events are created they Cannot Be Seen on the Event Page

There was an issue found when trying to add a new event on the Event Entry for Practice Engine page, where the page was not working correctly. This has now been fixed.

16158 - WIPOustanding -0.01 and +0.01 after Billing

There was an issue found where outstanding amounts in wip were found after a draft bill was confirmed and wip was fully billed/written off. This has now been resolved.

16161 - Leave Types cannot be set to buckets other than Leave

There was an issue found when seting up different leave types with different analysis to go to different buckets, the only option available was analysis codes set to ChargeType LEAVE. This ahs now been fixed.

16162 - Debtor Provisions never reduced in Job or Service Provision Level

There was an issue found when the Provision Level was set to Job or Service, even if the invoice the provision was against is paid, the provision still showed as outstanding because the automatic reduction was not against a Job or Service. This has now been resolved.

16163 - Entering an adjustment during deposits and not selecting a type creates invalid debttrantype

There was an issue found where during a deposit an adjustment was made but no adjustment type is selected, the debttrantype was set to 0 which caused further issues. This has now been fixed.

16164 - Fully Allocated in foreign currency leaving one cent outstanding in local currency

There was an issue reported when using foreign currency, sometimes invoices had a different local currency amount than receipts that were meant to pay the full amount of the invoice. When the receipt was allocated against the invoice it created an issue where there are pennies outstanding/overallocated. This has now been resolved.

16165 - Header not updating to POSTED when all time is posted sometimes

There was an issue found where a person had posted all their time in tbltso_details but the header never gets the posted status. This has now been fixed.

16168 - Credit note VAT mismatch versus Invoice VAT

Credit notes were not properly mirroring the invoice's process of matching TDAnalysis VAT amount's sum to TD Amount * Vat rate when TDA's vat rate was the same for every line in analysis. This has now been fixed.

16170 - Change to allow blank rowver to be used for /api/Export/GetJobs/

There was an issue found with /api/Export/GetJobs/ with no ROWVER supplied, would run SP [PE].[pes_Job_Index_Export_List] in versions that have it. There was an issue where the first 2000 jobs would all be assurance jobs rather than actual jobs and then with a null contindex would be dropped by the SP [PE].[pes_Job_Export_List] and the API would return with no results. This has now been resolved.

16171 - VatRecalc needs to only adjust vat amount on a line with an amount

There was an issue found with the calculation of vat_recalc SP. This has now been resolved.

16172 - API ImportBatch Endpoint Date Issue

The DisbursementBatch/ImportBatch endpoint on UK PE sites had an issue with accepting the date in the encoded CSV. This has now been fixed.

16173 - Issue with Mandatory Questionnaires in 9.9

There was no 9.9 version of the SP that had a scheduled task to lock clients when a mandatory questionnaire is past the time limited number of days. This has now been fixed.

16174 - DRS Prov on the wip reserves page isn't updated after Credit Note

There was an issue reported where DRS Prov on the wip reserves page wasn't updated after a credit note was made. This has now been resolved.

16175 - Jobs not reflecting billing template inputs

There was an issue where some automatic billing settings could be set on templates but when jobs were created from the template the fields were not copied over. This has now been fixed.

16176 - Issue with PE AddEvent API

There was an error displayed when trying to use the endpoint /api/Events/AddEvent within Postman. This has now been fixed.

16177 - Forwarding to no staff in role doesn't work

An error was displayed when selecting staff with 'No Job Allocated' from the drop down (rather than searching for them). This has now been fixed.

16178 - Possible to Edit WIP in Locked Draft (fix #15963)

A bug occurred which made it possible to edit wip in a locked draft and affect the draft bill amounts. This has now been fixed.

16180 - Updating Department Schedule doesn't update date on timesheet suggestion

An issue was found when dragging and dropping a schedule on the Department Schedule, where the timesheet suggestion for the job did not change the date in timesheet entry. This has now been fixed.

16183 - Add Client-In-Charge Option to Update Partners and Managers

In the Update Partners and Manager section, there was an option to update service-in-charge and job-in-charge but not client-in-charge. This has been fixed.

16184 - WIP Recalculation needs rounding

An issue was found when a job was given a percentage rate (such as 103%), it was possible for wip recalculation to recalculate the rate but not round to two decimal places, which caused issues in the system with billing. This has now been fixed.

16185 - Timesheet timer stop

An issue was found when a timer wasn't calculating charge rate correctly. This has been fixed.

16188 - Service level rate type

An issue was found where the Percentage of Standard rate type would grey out Rate Value when selected. This has been fixed.

16190 - Draft Invoices, Draft Summary Bill Print, and Bulk Statements don't print with hyperlink

An issue was reported wit hyperlinks used in rpx files for drafts of bills, or for confirmed invoices when viewed from the draft header page. This has now been fixed.

16191 - Help with API GetJobs

There was an issue found when using =MaxRowVer, where the endpoint returned old jobs unexpectedly. This has now been resolved.

16192 - Jurisdiction due dates and current due date incorrect for client year end of Jan 31

There was an issue found when Client Year End was used for jurisdiction calculation and the client year end was Jan 31, the jurisdiction due dates and current due date did not get calculated correctly.  This has now been fixed.

16193 - Staff Import Password Fix

There was an issue found when importing staff to do bulk staff creation, no record was made in webpages_membership so the new staff could not log in. They also did not appear in Admin > User Password Administration to set a new password. This has now been fixed.

16194 - Receipts are showing with 0 amount on the edit entry screen

There was an issue found where a receipt was showing the amount and outstanding amount as zero on the Edit Entry Screen. Additionally, a client had an issue with receipt layouts. This has now been resolved.

16195 - Change banknominal field in tbltranbank and to allow changes up to 20 characters from Banking Administration

There was an issue found when trying to save a nominal code for a bank if it had more than 15 characters. This has now been resolved.

16196 - Interest rate won't generate if there is an interest reversal in the period

An issue was found where Interest could not be generated for clients if they had an interest reversal in the same period. This has now been resolved.

What's New/Changed in v9.9.8866

Enhancements

16132 - SQL Injection mitigation

The Sort fields of a grid request could previously be hijacked to allow a SQL injection attack. We have now added code to remove dubious sort columns from the sort collection.

Fixes

16098 - Issue with Job Roll due to Diary Date Null in pes_JobRoll_Budget

An error occurred when there was no JobB_Date in tblJob_Budgets. This has now been resolved.

16100 - Cannot do a client refund for less than a dollar/pound

It was not possible to make a client refund for less than $1 dollar or £1 pound. This has now been fixed.

16101 - Jurisdiction Grid List "Is Complete" filter not working

There was an issue with filtering on the "Is Complete" column. This has now been resolved.

16104 - Job Due Date Calc Error for Calendar Year Start Base Date

Jurisdictions Due Dates were not calculated correctly when using date base Calendar Year Start. This has now been fixed.

16105 - Error when adding new engagement to existing contact

If fields PersomNI or PersonNISpouse, which are nvarchar(20) in tblPerson have more than 10 characters the contact could not be set as an engagement since those two files were nvarchar(10) in tblVPerson. This has now been resolved.

16106 - No way to clear Questionnaire date fields

Once a questionnaire was filled out the date field was not being cleared on the frontend. This has now been fixed.

16108 - WIP recalculation and variances time out after changes

WIP Recalculation was being affected by the Variances time out. This has now been fixed.

16109 - Billing guide not printing on a draft group bill

When creating a bill for a group, and adding multiple clients, the billing guide within the draft was not working correctly. This has now been resolved.

16110 - Restrict Date to Current period in WIP Provisions

In 9.6, if you had restrict bills to current period then WIP Provisions would also be restricted to current period. This was not updated with newer versions but has now been resolved.

16111 - Removing Contact Edit Permissions Still Allows Editing Contact State and County Fields

There was an issue where removing Contact Edit Permissions was still allowing the Contact State and County Fields to be edited. This has now been fixed.

16113 - Bulk Job Admin - Reapply Template - Match Job Tasks to Template not including Job Budgets

When using Bulk Job Admin and selecting to reapply template and set job tasks to match template, if a job task didn't exist on the template it was not deleted from the job if it had entries in wip, timesheets, or staff diary. This has now been fixed.

16114 - Job Notes set to Delete not Deleting when the Job is Closed Via Final Billing

There was an issue where job notes were not deleted properly if the job was closed via final billing rather than changing the status on the job. This has now been fixed.

15832 - Posting DDSO's

There was an issue found with posting DDSO's. This has now been resolved.

16116 - Update Bulk Master File Update To Not Hard-Code Client Ratings

There was an issue with hard-coded client ratings. This has now been fixed.

16117 - Round ChargeAmount before Posting Expenses so wip doesn't get over two decimal places

If disbursements were imported into the system with four decimal places, they were being posted to WIP with four decimal places and this caused some issues. This has now been resolved.

16120 - Cannot Complete Event from DropDown

There was an issue with staff assignations when client events were created and given a followup, only the staff who created the event could complete the follow up. This has now been resolved.

16123 - Can't Export Data when there is a Sort Order

When using a sort option on a web report, the export data button was not working as expected. This has now been resolved.

16129 - Details missing from receipts

When receipts were posted, no details were created, which caused issues when allocating and unallocating the receipts. This has now been fixed.

What's New/Changed in v9.9.8791

Enhancements

16061 - Click + or - sign to close expanded categories in Categories

An enhancement has been made to the functionality around expanding and collapsing menus in Categories.

16083 - Extend Reports and Macros to 20 Ranges

Report and Report Macros can now support up to 20 ranges, up from the original 10. This improvement extends functionality for users who require more ranges.

16096 - Standardise available page sizes in grids

Standard grids, filtered grids and special portfolio grids now all have the same available page sizes of 25, 50, 100, 250, 500 and 750.

16095 - Limit Export APIs to 2000 rows per call

A limit of 2000 rows per Export API call has been added to stop problems with the responses becoming too large. To compensate for this, the throttle time limit has been reduced from 10 minutes to 1 minute.

Fixes

16055 - Staff Job List - Grand Totals do not match totals in grid

There was an issue found with Staff Jobs Page, where the Grand Total for each page didn't match the grid total. This has now been resolved.

16056 - Billing Portfolio Refresh Issue

In the Billing Portfolio, when selecting a staff member under 'Biller/In-charge' field, the page was not refreshing as expected. This has now been fixed.

16057 - Not started job disappears from job grid view

When editing job with the status "Not Started" and saving it, the job was disappearing from the job list. This has now been fixed.

16058 - Billing Portfolio Page Not Refreshing After Bulk Confirm

An issue was found after bulk confirming jobs on Portfolio > Approved Confirmable, where the page was not refreshing as expected. This has now been fixed.

16059 - Deposits Grid Shows Fully Allocated No After Posting

There was an issue found after posting a deposit, where the "Fully Allocated" column of the deposits grid was not reflecting the correct information. This has now been resolved.

16060 - Until status is updated, jurisdictions are not included in Global Jurisdiction Management

When creating a tax job using pes_Job_Create_From_Template and pes_Job_Create, an invalid status was causing issues when displaying client deadlines and other areas. This has now been resolved.

16062 - Add In Charge to Client Ownership Dashlet

The "In Charge" field is now displaying correctly in the Client Ownership dashlet.

16063 - New Clients are not getting an insert into tblEngagementEx +FPorInvoice Issue

When a new client was being created, a reference was not being added to tblengagementex. This has now been fixed.

16067 - If there is no Billing Address for a Billing Client, the wrong Address is pulled

There was an issue found when a billing client did not have a billing address, where an invoice was generated with the original client's address instead of the billing client's address. This has now been resolved.

16068 - After Upgrade, audit triggers set to off even if turned on in tbltransactionsettings

An issue was found after upgrading, where the Turn on Audit Trails was ticked in tbltransactionsettings, but the triggers on the tables to write to the audit tables were turned off. This has now been resolved.

16070 - Time Recording Errors

An issue was found when billing multiple lines of WIP and auto-allocating, where some lines were occasionally overallocated or under-allocated by a few cents. This has now been fixed.

16071 - WIP Transfers/Updates can transfer to no client

There was an issue found when a user typed in another client's name but didn't select from the drop-down, where the client's job was saved initially, but the WIP transfer did not go to any client. This has now been fixed.

16072 - Interim Invoice times out due to pes_Fee_Draft_Header_Staff

There was an issue found when creating an interim draft, where the screen timed out and the staff could not get back into the draft until the next day. This has now been fixed.

16073 - Standard Costs Defaulting to First Service

When adding a standard cost to a draft bill for a client with multiple services, the cost was defaulting to the first service alphabetically rather than the default service set in billing admin. This issue has now been resolved.

16074 - Bulk Master File Updates Service Manager Error

An error message was displayed in Bulk Update (Update Portfolio) in the selected field of Service Manager. This has now been resolved.

16075 -  Cannot edit draft bill email body

An issue was found when attempting to edit the body of draft bill email, where the body was not selectable and email wordings cannot always be selected. This has now been fixed.

16077 - WIP Updates put in current period even with future dates

An issue was found when transferring WIP from a future period that is still open to the current period, where the WIP gets the periodindex of the current period instead of the future period. This has now been fixed.

16079 - Timesheet Move Entries to Wrong Header

There was no error message displayed when moving time between weeks and mistakenly selecting the wrong header for the wrong week. This has been fixed.

16080 - Classic Approval can Complete Timesheet Weeks without meeting target time

When using Classic, it was possible to complete a timesheet week even if the target hours had not been met, despite the staff details specifying that target hours must be met. This has now been fixed.

16081 - Reports Admin missing Control Folder

The Standard Reports tree was missing folders in the first position. This has now been resolved.

16082 - Disbursements on Scheduled Invoices being carried forward

Scheduled bills that were automatically created were not billing the DISB but carrying it forward without allowing them to be closed out similarly to time entries. This has now been fixed.

16085 - It's possible to transfer a retainer to no client

There was an issue found where it was possible to transfer a retainer to no by typing a name and not selecting a client from the drop down. This has now been fixed.

16086 - WIP cannot be transferred out of draft bills

In the Analysis tab of a draft bill, an error message was displayed when trying to select Transfer WIP Out and Go and the functionality was not performing as expected. This has now been resolved.

16087 - Update receipt creation to prevent duplication.

There was an issue found when entering deposits, if the user posted the batch and then refreshed the screen, the system duplicated receipts. This has now been fixed.

16088 - Macro Signal R Issue could be due to capital/lowercase.

There was an error found when attempting to run a macro using the run button. This has now been resolved.

16089 - Cannot print statements with hyperlinks.

There was an issue found when a hyperlink was included in a statement, where the statement could not be printed. This has been fixed.

16092 - Building Narrative causes Deadlock Error.

When building the narrative on draft fee, a deadlock error was displayed. This has now been resolved.

16093 - Email Status Page doesn't display proper time because of how QueuedAt is created in some SP.

An issue was found in the email status page, to do with displayed time and time zones. This has now been resolved.

16094 - Error on Bulk Statement Screen when Client Credit Email and Client Statement Email is blank.

The mass statement & emailing was using the wrong email combination. This has now been fixed.

What's New/Changed in v9.9.8689

Fixes

15990 - Vat Rate calculating differently in credit notes from invoices

An issue was found when there were multiple lines of analysis on a credit memo, the VAT was sometimes calculated incorrectly. This has now been resolved.

15999 - Draft Bill Memo Saving Overwrites Typing

There was an issue when typing in the memo field in a draft bill where the save was overwriting what was typed. This has now been fixed.

16037 - Task Due Date not cleared when Date is Cleared

There was an issue with Task Due dates not disappearing after the due date was removed and saved. This has now been fixed.

16038 - Billing Narrative Tags not populating on invoices

There was an issue where the “Placeholders” on the Job Billing Narrative were not being correctly replaced when printing the invoices. This has been resolved.

16039 - Issue processing Zero Bill for Client # 96010 & 96001

When creating zero bills for jobs with more than one interim invoice, the total amount of WIP was being applied to all invoices which resulted in more being written off/carried forward than was available. This has now been resolved.

16046 - Issue with Expense Rounding

There was an issue found with the use of decimal places, as expenses only had two decimal places but some rates had many decimal place. This has now been resolved.

16048 - Credit Memo Error when there is no Unknown Write Off Reason

An error occurred when creating a credit memo based on a progress bill that consisted of all write ups which resulted in incorrect amounts and the WIP allocation not matching the WIP allocation of the invoice. This has now been resolved.

16049 - My Department Diary Defaults to All Departments (Back)

There was a recurring issue found where an incorrect department was selected in My Department Diary. This has now been resolved.

16050 - Issue with Importing clients without VAT Code or Email

There was an issue found with importing Clients where there was no option to import ClientBillingEmail and ClientStatement email to tblengagement. Additionally, if no VatCode was set, it defaulted to a VatCode of 1 which caused problems for some clients. This has now been resolved.

16051 - Cannot use Timesheet Link from Client Actions dashlet

An error message was displayed when selecting the 'Enter a Timesheet' option on the Client Actions dashlet. This has been resolved.

16052 -  Combining Invoices for creating Combined Credit

There was an issue found when combining Invoices for creating Combined Credit, where the amount calculated was wrong. This has been fixed.

16053 - Cannot view Job Questionnaires

An error occurred when opening a questionnaire from a job. This has now been resolved.

What's New/Changed in v9.9.8664

Fixes

15993 - Billing Guide Duplication from Group Exposure Page

When printing the billing guide from the group exposure page, if a single client was selected then the select all box was selected, it duplicated the previously selected single clients. This has now been fixed.

15994 - Rejected Leave Requests show on the Department Diary

There was an issue where leave was rejected, but was continuing to display on the department diary. This has now been resolved.

15998 - Staff creation customization error

There was an issue found when creating a new user, where the user was automatically set as Confirmed in the DB with the SP and changing this caused an error when the Admin attempts to set the initial password. This has now been fixed.

16002 - Job Partner Aged WIP Group Page Pulls Client Partner Details

There was an issue found where the wrong summary page was being called from the Job Partner Aged WIP Group page. The client partner version of the summary page was incorrectly called instead. This has now been resolved.

16004 - Bulk statements additionally sending to invoice cc and bcc

There was an issue where bulk emailing statements also BCC'd the invoice email from tblsystemoptions. This has been resolved.

16005 - Cannot delete any receipt from expense/disbursement once one allocation posted

An issue was found where once one allocation had been posted on an expense/disbursement, it was not possible to delete a receipt even if that receipt is not allocated. This has been resolved.

16006 - Unable to edit email body when emailing draft bill

There was an issue where it was not possible to edit the email body when emailing a draft bill. This has been resolved.

16007 - Update Standard Address Functions to define Canada like the US

Canada has now been defined in the Address functions.

16008 - Questions Time and Date Stamping when it should not

There was an issue where the Questionnaire timestamps all questions despite only answering the first. This has now been resolved.

16009 - Error pops up when adding a new Charge rate for a Staff.

There was an error reported when adding a new Charge rate for a Staff. This has now been fixed.

16010 - Bill & Write Off columns in the Analysis tab are not enabling/disabling when submitting/activating a draft

There was an issue where some columns in the Analysis tab were not enabling/disabling when submitting/activating a draft. This has now been fixed.

16011 - Leave Request Cancellation Emails no longer received

In upgrading from 9.5 to 9.9, the leave cancellation emails were no longer being received. This has now been fixed.

16012 - "Unpaid" Nill Bills in TblTranDebtorAnalysis

There was an issue reported when creating nill bills, where the individual lines (tbltrandebtoranalysis) were left fully outstanding. This has been resolved.

16013 - My Department Diary page not defaulting to staff department

There was an error in the My Department Diary page where it was not defaulting to staff department. This has now been resolved.

16014 - Wrong ClientId in tblemailqueue for bulk credit letters

There was an issue reported when a client sent individual client emails in bulk from Admin, the ClientID was populating the first client across all entries in tblEmailQueue. This has been fixed.

16017 - Editing staff analysis on carry forward draft bill getting duplicate key error

There was an error reported when creating a large carry forward draft bill and editing the bill amount on the staff analysis to raise one and lower another. This has been resolved.

16035 - Client Refund in Foreign Currency puts in incorrect values

There was an issue found when giving a deposit refund to a client using a foreign currency, the refund amount was incorrectly set to the base currency amount. This has been fixed.

16040 - Staff Default Location Overwritten

There was an issue where staff default locations were being wiped when any info was updated under the staff tab in staff details. This has now been resolved.

16041 - Saving Staff without going to Timesheet tab clears default location

There was an issue found where saving staff without going to the timesheet tab was clearing the default location. This has now been resolved.

16042 - Option to Record Credit Management Events when Statements are bulk printed

We received a request to change the behavior when statements are bulk emailed and a contact event is recorded. Once a bulk statement is sent, the options are now 'Yes, Record a Contact Event' / 'Yes, Don't Record a Contact Event' /' No'.

16043 - If Add Event Time is ticked Client Events cannot be Added

There was an error message displayed when selecting 'Add Event Time' and then adding a client Event, warning the Timesheet details could not be saved and the selected Job did not exist. This has now been resolved.

16044 - On Timesheet Entry, Fix Target % and Chargeable % to come from Details

On the Timesheet page, the Target % and Chargeable % have been changed to be totally detail-driven (tblTSO_Details). 

16045 - Issue with time entry next button in split week where first week is closed

There was an issue with using a split week where selecting the 'Next' button was giving the expected information. This has been resolved.

16047 - Department Schedule doesn't take into account leave in Availability section

There was an issue with the Department Schedule Availability, where it was not taking into account leave or anything not in tblStaff_Diary. This has been fixed.

What's New/Changed in v9.9.8606

Enhancements

16000 - Add DRS Transaction Export API

A new endpoint has been added to the Export APIs to allow exporting of DRS (A/R) transaction data.

15531 - FGrid conversion - Tax Jurisdiction Management

The Tax Jurisdiction Management page has been converted to a Filtered Grid.

Fixes

15975 - Weekly Job Roll Issue

There was an issue found when rolling jobs forward 7 days where an extra day was being added in error. This has now been fixed.

15977 - Request New Engagement

There was an issue when requesting a new engagement on a contact record that already had a client record, where the existing client record was still available to change details. This has now been resolved.

15979 - Wip can be transferred while in a draft bill and then the draft can be confirmed

There was an issue where users were able to transfer WIP from draft bills. This has been fixed.

15980 - Questionnaire expiry date issue

There was an issue where the 'Approved by' date on client take on questionnaires was not calculating the days correctly. This has been fixed.

15982 - Draft Allocations aren't properly deleted occasionally when being posted

The Draft Allocation in tran_draft_drs_header/alloc/allocsum was not properly being deleted when being posted. This has been resolved.

15983 - Interest is posting for clients that aren't selected for interest

There was an issue found when adding interest charges to clients, if the 'select all' box was checked and some client boxes were unchecked, the interest entries were added to all clients. This has been resolved.

15989 - Allocation date not importing for disbursements

There was an issue where the receipt import was importing the receipt date but wasn't applying that date to the allocation date. This has been fixed.

15988 - Forwarding to no staff allocated stopped working

There was an issue found where forwarding a job, and only assigning the "No Staff Allocated" had no effect. This has now been resolved.

15984 - Query Builder Missing Groups

It was discovered some A/R Groups were missing in the Query Builder for a client. This has now been resolved.

15987 - Rounding Issue in Unlinked Credit Notes/Credit Memos

There was a rounding issue when an unlinked credit note was causing issues when trying to allocate the credit notes to the invoices. This has now been fixed.

15986 - Error Received When Editing Timer Time In P.E

An error occurred when the timer was clicked at a low increment of time. This has now been resolved.

15978 - Cash upload issue

There was an issue when importing receipts, where the system was swapping the date to US format. This has now been fixed.

15976 - System was leaving a penny o/s after allocation

There was an issue where the system was leaving a penny o/s after allocation. This has been resolved.

15991 - Job Detail Budgets don't fit on standard page width

There was an issue found when using Budgets by Task by Role, and Roles exceeded 8 places, the page did not add a scroll bar to accommodate the additional information. This has now been resolved.

15992 - Job Role Duplicates

There was an issue reported where roles were duplicated when deleting the role and adding the role back without saving changes first. Once saved there would be a duplicate role. This has now been fixed.

15997 - Inactive job complexities still appearing on job

There was an issue found when a job complexity was marked inactive, it was still available for new jobs. This has been fixed.

15995 - Job WIP Summary hard-coding journals to show with 'Unknown' task

There was an issue in the Job WIP Summary, where Journal entries were hardcoded to show 'UNKNOWN' as the task. This led to WIP Summary showing as UNKNOWN. This has been resolved.

15996 - Add LeaveReqManCanList permission

There were some issues reported with permissions. LeaveReqManCanList has now been added to permissions to allow Managers to cancel staff requests more efficiently.

What's New/Changed in v9.9.8577

Enhancements

15957 - Changed naming convention of exported file

The report function now auto defaults the exported file name to match the report name itself.

Fixes

15949 - Timesheet Data Type

The Client Name field from available options in the Timesheet Data Import Type has been removed.

15951 - Exchange rate calculating incorrectly

There was an issue with exchange rates calculations being a few pennies off. This has been resolved.

15954 - Job Grid List & Tasks Panel Adding Blank Line When Adding Grid Column

A blank row was being inserted into tasks when dragging and dropping columns on the task tab of the job grid. This has been fixed.

15955 - Client Diary SP to Allow Entries with Tasks to Appear

The SP pes_Client_Diary_Single was building the client diary table with a query which excluded all taskindexes that aren't 0. This resulted in hours not showing on the diary correctly, even if they were showing in the details. This query has now been removed.

15956 - Draft Bill - Multiple Narrative Deadlock Error

An error was occurring when drafting a bill for a client with multiple jobs and building a narrative using the "build fee by job or client/job". This has been resolved.

15959 - Import Issues - Staff Details

There was an issue found when staff were imported, the PTO tab was blank and created issues when navigating to verify the information. Furthermore, the Initials value was missing from the import. This has been resolved.

15960 - Report tabs no longer display report name

There was an error with the display of the report name in the Report tab. This has now been fixed.

15961 - Auto-Complete Validation Attributes not updating via Bulk Attributes Update Portfolio

There was an issue found when using Bulk Attributes Update where attribute that had an auto-complete validate option were not updating correctly. This has now been resolved.

15962 - Date Inactivated on Contact tab for Client Displaying One Day Prior to Actual Date

There was an issue found when selecting the Contact tab and then navigating back to the Other tab, where the date was displaying incorrectly. This has been fixed.

15963 - Draft Invoices Not Locked (Reopened bug)

There has been a recurring issue with multiple users being able to access and change the same draft invoice at the same time. This has now been resolved.

15964 - Can Confirm/Submit Bill With Date Out of Current Period With Restrict Bills to Current Period Selected

An issue was found where a draft bill date was not updating along with a period change, but could still be submitted and confirmed, even if a firm had Restrict Bills to Current Period selected. This has now been resolved.

15965 - Issues with Multiple Lines and Same Job in Recurring Bills

An error occurred when using the Analysis tab when creating bills with multiple lines that were set up as write ups with the same exact jobs but different amounts and narratives. This has now been fixed.

15966 - Department Diary default to wrong month

There was an issue where the Staff Department Diary was defaulting to months that weren't the current period. This has been fixed.

15967 - Error approving timesheets

An error occurred when trying to approve a timesheet. This has now been resolved.

15968 - My Selected Clients Remove Option Not Working Correctly

There was an issue found when selecting the Remove Select Clients button after selecting Clients on the dropdown menu where the clients were not being removed properly. This has now been fixed.

15969 - WIP Details not showing DISB invoice/CM WIP

There was an issue found where the final details of the WIP details for outstanding wip from a credit memo or invoice. This has been fixed.

15971 - History tables have WIPHours set to real

The WIPHours field in the following tables were defined as a real number, which caused problems with some realization calculations - tblTran_History_WIP_AlloctblTran_History_WIP_AllocSumtblTran_History_WO_WIP_AlloctblTran_History_WO_WIP_AllocSum
This has now been fixed.

15973 - Scheduled Bill Date Triggers malfunction when Rolling the Job

There was an issue with the scheduled bill date trigger, where the date was not correct. This has now been resolved.

15974 - Closed Job with inactive service can be set to In Progress

There was an issue found where existing closed jobs associated with inactive services could be set to in progress, their workflow status and current staff could also be changed. This has now been fixed.

What's New/Changed in v9.9.8488

Enhancements

15906 - Turn off functionality for Final Billing

During the User Conference, many users voiced out their need for the option on Final Bills to be controlled through a setting in the billing administration that would allow users to turn off the function of Final Bills on Jobs that had the billing type set to Manual. This has been our most requested item during client upgrade training as well.

Fixes

15902 - Email statement with attached invoices uses print version of the invoice even if they have an email-specific layout

There was an issue where emailing a statement with an attached invoice was using the print version of the invoice instead of the email-specific layout. This has now been fixed.

15904 - Global Jurisdiction Grid Needs Status Desc and Status column data switched

There was an issue reported in the Global Jurisdiction Grid - the Jurisdiction Status column was wrongly set to WorkStatusDesc while Status column was wrongly set to StatusDesc. These have now been switched.

15905 - Final Billing Missing Job History Update

There was some missing functionality when creating a Final Bill which meant it did not update the Job History correctly. This has now been fixed.

15907 - Standard Import Issues in 9.9

There were some reported issues with importing which have now been resolved.

15908 - Update Partner Manager allows regular staff on ownership

An issue where non-partners were being allowed to replace a Client Partner when updating a client partner/manager has been fixed.

15910 - When adding emails to macros, a semi-colon is not added between the emails

There was an issue when adding emails to macros, where a semi-colon was not being added between the emails. This has now been fixed.

15911 - Invoice Error - VAT + Totals

Users reported an error when using Invoices where the fee header is not being populated. This has now been resolved.

15912 - Drafts are not locked to the Creator. Anyone can access it and make changes

There was an error reported when using Drafts, where these were not locked to the Creator and anyone could access it and make changes. This has been fixed.

15913 - Recurring Fee Detail Layout showing wrong list

There was an issue in the Recurring Fee Detail layout where the layout drop down was defaulting to the wrong list. This has been resolved.

15915 - Tax Job Non-Annual Jobs Rolling With Wrong Form Year

There was an issue when rolling a monthly job in the template [PEM]_[YYYY] Outsourced Accounting Services which caused the year to roll forward. This has been resolved.

15916 - Rounding down issue with the full credit notes

There was a rounding issue reported where a partly allocated credit note and the O/S amount was 8.17 and 20% VAT. This has been resolved.

15917 - Bulk Master File Updates Missing Next Page Option

There was an issue reported on the bulk master file update where there was no way to go to the next page. The list for a partner with a large number of clients was being cut off. This has now been fixed.

15918 - Change to Printing and Deleting of Dunning Letters from 9.6 to 9.9

There was an issue reported where Dunning Letters were getting deleted from the system rather than marked as printed or deleted from the tables. This has been resolved.

15928 - Recurring Bills Service List

Some changes have been made to ensure each service is only loaded once. There have also been changes made to the Job list to include inactive jobs if they are the job already selected in the recurring fee. A warning will be displayed under the job that the jobs status is "bad".

15919 - Firm calendar entry selections not maintained

There was an issue where Firm Calendar Entries were not displaying the same details after being reopened. This has now been resolved.

15920 - Time Entry Permission in Job Details not preventing time from being entered

There was an issue in the job details page where adding time entries could be accessed even if the Time Entry Permission was set to "Only People in Roles Can Enter Time," regardless of whether or not the user is assigned to a role. This has now been fixed.

15921 - Deleting jurisdiction

There was an issue where deleting jurisdiction did not recalculate current due date automatically. This has now been resolved.

15922 - Fee protection expat fee issue rounding

There was an issue reported with rounding when entering a Disbursement. This has now been fixed.

15923 - Staff production grid

There was a display issue with the staff protection grid moving behind the header. This has now been resolved.

15924 - Recalculate multi currency fee when changing the date

There was an issue when the date of a multicurrency fee was changed, and the system did not recalculate if the currency rate has changed. This has now been fixed.

15925 - Wrong fee amount showing on drafts is solved

There was an issue with figures on the draft fee header not recalculating properly. This has now been resolved.

15929 - VAT rounding issue when there are multiple narrative lines

The tax was not calculating correctly when there were multiple lines. This has now been resolved.

15930 - Recurring bill duplicate jobs if multiple job in same service

There was an issue with setting up a client with multiple jobs in the same service. There was some code in the webfiles that was not working as expected. This has now been fixed.

What's New/ Changed in v9.9.8537

Enhancements

15926 - Reapply templates with Billing schedules

When reapplying templates to Jobs, the template billing scheduled is now applied to the job. 

Fixes

15931 - Unable to Bulk Print

There was an issue when bulk printing from the Billing Portfolio where the system was wrongly expecting a FeePost permission. This has been fixed. 

15932 - Error preventing period closing

When closing the period, clients not using provisions were getting an error message which prevented the period from closing. This has now been fixed.

15933 - Using Next Button in Timesheet Can Lead to Different Clients Job Being Selected

There was an issue reported where using the next button was not working correctly, resulting in the wrong job being selected for a client. This has now been fixed.

15935 - The hours columns in the grids were leaving a blank line if no jobs were to show up in the grid

There as an issue reported with the hours column in the grids leaving a blank line if no jobs were showing in the grid. This has been fixed.

15936 - Contact Other tab producing Object reference error

There was an issue when searching for a non-Client Contact where an error message was displayed in the Other tab. This has now been fixed.

15937 - Deposit entries not honoring selection after editing.

There was an issue reported where deposit entries were not correctly saving edits which changed a selection to retainer. This has now been fixed.

15939 - Scheduled Bill Using Incorrect Bill Type When Billing 100 %

There was an issue with scheduled Bill Templates based on 100% on the first triggered bill were generating a zero bill instead of a normal invoice. This has now been fixed.

15940 - Statement print format

There was an issue where logos were not displaying correctly when invoices were printed. This has been fixed.

15942 - Bank Deposit Import Bug

There was an issue reported with importing a bank deposit which resulted in dates being overridden and allocations not working as expected. This has now been fixed.

15943 - Bulk Attributes Update Page 

The bulk attributes update page had a hard-coded @Take parameter and was limiting the result set to 100 records. Furthermore, nothing beyond the first 100 was not available to be updated. This has been fixed.

15944 - Client Take On Job Not Using Correct Default Billing Layout

There was an issue reported with creating a Job during the Client Take-on process not recording the Bill Layout of the created Client correctly. This has now been fixed.

15945 - Time zone issue with timers

There was an issue with the buttons to launch timer switching to the following day erroneously. This has now been fixed. 

15946 - RowCSS needs to be RowCss on Job List Grids

The Global job grids was not displaying colors correctly. This has now been fixed.

15947 - Global Jobs List requires @status to be specified

There was an issue where @Status had to be specified in the SP for the Global Job List to load. However, once specified it was showing all on each tab. This has now been fixed.

15938 - Staff Jobs Filtering Error

On the Staff Jobs page or the Standard Job Grid, there was a filtering issue which resulted in an error. This has now been fixed.

15948 - Import Issue - Staff Details Required Fields

There was a request for tracking and making the following fields required in the Staff Details Import Type: First Name, Last Name, Staff Code, Staff User. This has been resolved.

15950 - Period Index doesn't update on period end for Write Off Header

tblTran_History_WO_Header was not updating period index from 0 to next period when running period end. This has been fixed.

15952 - Import Issues - Tallie Expenses

There were changes added to remove Expense Type from the available Import Type fields and a fix added to the mileage charge for not reflecting the grid Amount column correctly. 

15953 - Leave Request Email Sending Blank Attachment

There was an issue with the Leave Request Email being sent with a blank attachment. This has now been fixed.

What's New/Changed in v.9.9.8472

Fixes

15893 - Job Work Status Type to search

A fix has been added to allow users to search for a status in the drop down when editing job details.

15892 - Staff Production dialog

There was display error with the list of items in the staff production details dialog, where the first few lines were hidden. This has been fixed. 

15891 - RepGen struggling to read layout files

The way in which the rpx layout files are loaded has been changed to ensure it works in all new situations.

15870 - Client ownership portfolio

We have fixed an issue where the Bills PTD figure on some of the staff dashlets was using the wrong total value.

15871 - Accuracy of dashlets

There was an issue with some dashlets not including unlinked credit notes. This has now been fixed.

15872 - User unable to download data from Main Portfolio WIP Report

There was an issue with exporting data from the main portfolio WIP report. This has now been fixed.

15873 - Combine/Merging Bills with multiple interim lines creating duplicate allocidx's

A fix has been implemented to stop duplicate allocidx's being created when combining or merging bills with multiple interim lines.

15876 - tblWebStdParam Not Updating Period Start Automatically When Changing Year Start

There was an issue with tblWebStdParam failing to automatically update the Period Start when the Year Start is changed.  This has now been fixed.

15877 - Receipt issue

An issue was fixed where the system wrongly allowed deletion of a deposit.  

15878 - Invoice Print Error When Printing After Adding Attachment to Generated Invoice

An error occurred when an attachment was added to a generated invoice and then printed. This has been fixed.

15880 - Update Invoice Attachments to be the same across PE

A fix has been implemented to make sure that all invoices sent as attachments have the same naming convention. This has been changed to "Invoice " + [Invoice Number] + [Client Number] + [Client Name] + [Invoice Date].

15881 - Jobs Grids column type

All Jobs Grids have been updated to include a column type for Date for Job Start Target.

15883 - Global Jobs Lists with New Filters Resource Issues

An error which occurred when browsing to the new grid lists was first attributed to a resource issue but was updated to reflect site config issues. This has now been fixed.

15884 - Update Bulk Job Admin - Replace Staff On Role Function to Include Termed Staff in Search

An update has been implemented to include termed staff when searching for staff for replacement functions.

15885 - Billing WIP figures

There was an issue where the WIP figures were getting distorted. This has been fixed.

15886 - WIP fields on Portfolio Screen 

There was an issue with the All WIP fields on Portfolio Screen not displaying correctly. This has been fixed.

15887 - 0 WIP Rate for Custom Job Rates

An issue with WIP Rates showing as $0 when using custom rates or upgrading has now been fixed. 

15889 - Credit Note won't confirm

There was an issue with credit notes failing to confirm due to the VAT being incorrect on the initial fee. This has now been fixed.

15888 - Restrict to current period

A fix has been added to ensure bills cannot be dated outside the current period.

What's New/Changed in v9.9.8437

Modifications

15875 - Add external link component to timesheet page base

A reference has been added to the external links component so it is available on the timesheet page as a customization.

Fixes

15862 - FileStorageOptions loading

The FileStorageOptions have been standardized.

15837 - Nationality Default Value in New Client Take On 

When setting up a person contact, the nationality defaulted to British due to the tblperson default for Nationality field overriding any frontend setup available. This has been fixed.

15845 - Adding a condition to Query Builder Removes Results

When creating a client report in query builder, the condition Client - ARCollection - Statements? was causing the results to disappear from the report. This has been fixed.

15847 - Issue with Client Name When They are Long And Creating Merge Drafts

An issue where the Add/Edit Screen to add more drafts was becoming unwieldy after creating a merged draft with a large number of drafts and client with long names has been fixed.

15851 - Staff Budget Import

An import issue relating to the use of commas and single apostrophes has been fixed.

15854 - Main Portfolio - Billing Guide

A "random" group name was showing up on the title of the billing guide portfolio, even when it is not a group billing guide. This has been fixed.

15855 - Deleting jobs

Jobs that had been deleted after they had moved to scheduling were not being properly deleted from the Scheduling module. This has been fixed.

15856 - Client Monies Rounding Issue

A rounding issue in Javascript has been resolved.

15857 - Related Contacts on Multiple Engagements

An issue where the connection on a multiple engagement client was not displaying has been fixed.

15858 - Date field extension on leave screen

An issue which occurred when in the last 3 months of the year, where the end date of the default leave request list was the end of next year rather than the end of the current year. This has been resolved.

15859 - Disbursement Upload

When importing Disbursements the system was not accounting for any other VAT code apart from 1 and reporting an invalid code. This has been fixed.

15860 - Data & Filtered Data options on Staff Maintenance page or PTO Transaction page

Data & Filtered Data options were not working on Staff Maintenance page or PTO Transaction page. This has been fixed.

15861 - Add unposted WIP when restrict to current period is ticked

The system was not properly enabling the ‘Restrict to current period’ setting resulting in a draft fee defaulting to todays date. This caused an issue adding the unposted future dated wip. This has now been resolved.

15863 - Service Ownership Portfolio

pes_staff_dashlet_portfolio_byserv did not include unlinked credit notes (type 26). This has been fixed.

15864 - WIP Recalculation

An issue has been fixed regarding the hierarchy of how WIP was recalculated. Small changes to the SPs fixed the issue.

15865 - Billing Guide only showing one client header

Billing Guide was only showing one client header. This has been fixed.

15866 - Moving time entries is not updating the Header total hours for the week where the entry was moved from

Moving time entries was not updating the Header total hours for the week where the entry was moved from. This has now been resolved.

15867 - Query Builder Clients Data Model

In Query Builder Clients Data Model, when ClientARCollectionGroup was added, it was not showing the Group in the results of the report. This has been resolved.

15868 - SQL code for bulk print and bulk confirm in billing portfolio and Zero Bills

An issue caused by the SQL code for bulk print and bulk confirm not showing the checkboxes to allow selection in billing portfolio has been resolved.

15869 - Upgrade - Report issue

Using "Parameterised SQL Query" in the reporting section was not correctly pulling up the parameters. This has been fixed.

15874 - Lockdown for period end

A timeout issue after selecting 'Lock Down' for period end has been fixed.

15879 - Macro $badrequest and snapshot isolation errors

This has been fixed.

What's New/Changed in v9.9.8388

Modifications

15835 - Offload long running SQL calls from Period End

We have added a standard scheduled task that runs the long running queries for the month end and triggers the task at the end of the current Period End SP. This custom SP does the Staff Work History and Timesheet suggestions tidy up and then disables itself.

15852 - Draft allocations to bank feed staging

It is now possible to create a draft allocation for a new bank feed entry and specify the individual invoice being paid.

Fixes

15848 - Print fees with Hyperlinks

We have fixed an issue with printing fees containing hyperlinks.

15839 - Period End error if next period doesn't exist

We have introduced an error message to be displayed if the next period does not exist to explain "The Period End cannot be run as the next period does not exist."

15830 - Disbursement Rates

Some clients experienced an error when editing disbursement rates. This has been fixed.

15848 - Department drop down list is empty in Query Builder > Jobs > Department

We have fixed an issue where the Department drop down list was empty when using the query builder.

15840 - Import Control - Client updates

Some clients experienced an issue when performing any client imports through the import control where any data with apostrophes broke the import. This has now been fixed.

15841 - Foreign Currency rounding

Rounding issues on multi-currency have been fixed.

15842 - Expense receipts/allocations deletion

We have fixed an issue where expense receipts/allocations from active expenses could be deleted even if some of the entries were posted from within a draft bill..

15843 - WIP reserves

There was an error shown when zeroing out a client who had negative WIP and a provision. This has now been fixed.

15844 - Deposit Analysis Report joining old conversion records.

We have fixed an issue where Deposit Analysis Reports were being attached to old conversion records.

15846 - Special Portfolio Data Button Not Working

Some clients experienced a Chrome Console shows a Server 500 error when accessing Portfolio > Special Portfolios and selecting the "Data" button. This has now been fixed.

15785 - Deposits

There was an issue when the individual deposit date was defaulting to a date before the batch header date. This has now been fixed.

15829 - Main Portfolio Billing Guide Error

We have fixed an issue where a memory error message was displayed.

15833 - Unable to delete deposits

Several clients reported a server setup issue where entries could not be deleted within a deposit batch or an empty batch. This has been fixed.

15836 - Error in Analysis Tab of Draft Bill

We've fixed an issue where WO Reasons Selected in Add and Auto Allocate were not displaying correctly in the Analysis Tab of Draft Bill.

15838 - Staff Security Settings Groups are not listed alphabetically

We have fixed an issue where Staff Security Settings Groups were not being listed alphabetically.

What's New/Changed in v9.9.8370

Modifications

15827 - Deletion of multiple detail entries from draft bill

When editing a draft bill, the expanded individual lines on the Analysis tab now have checkboxes against each staff/analysis/task/role summary line and a checkbox on each individual transaction line. When checkboxes are selected, a delete button is enabled which allows you to delete all the selected items.

15828 - Drafts for Approval

Drafts for Approval have been added to Staff Drafts dashlet.

15823 - Default jurisdiction on tax return types

A default jurisdiction has been added to Tax Return Types to be used when creating job templates and jobs.

Fixes

15826 - Bulk print zero bills

When clicking the bulk print button on the Draft as Owner, Drafts as Creator, Final Approval and Approved/Confirmable portfolios the system should include the draft zero bills in the generated report.

15787 - Date Placeholder in billing narrative 

We've fixed a problem in the billing where the date placeholder was not populating when adding more than one.

15791 - Printing or e-mailing an invoice with attachments

We've fixed an issue where an error occurred when printing an invoice after adding or editing an attachment.

15811 - WIP updates

We've fixed an issue when doing a WIP transfer (WIP Update). Only entries where the Amount and the Outstanding figures are the same can be transferred.

15819 - Client staffing

On the Staffing screen, the 'Back' button is enabled after making changes.

15820 - Job Updated field

We've fixed an issue with the job_updated field in the tbljob_header. It is now populated correctly.

15821 - Workflow Portfolio reports

Some users experienced an issue with reports in Portfolio > Task Pad > Workflow Portfolio. This has been fixed.

15822 - Email in  Contact Details Dashlet

We've fixed an issue in Contact Details Dashlet, the email information is now correct.

15824 - Date parameters in US format when running reports.

An issue was reported with date formats. The parameters have been updated to a generic yyyyMMdd format that is understood by both UK and US logins.

15823 - Report error

Some users received an error message when trying to run a report using parameters. This has been fixed.

15834 - Report export

We've fixed an issue where the Reports export failed if a grouping was selected.

15835 - Printing Billing guides

We've fixed an issue where Billing guides were not printing from WIP screen for Disbursements.

What's New/Changed in v9.9.8339

Modifications

14445 – Character count added to job note reply fields

A character count has been added to the text fields in job notes so that users can see how many characters they have left when writing a reply.

13773 – A warning now shows when deleting notes

We have added a warning dialog that appears when users click the delete button in job notes. This is to prevent the accidental deletion of notes.

13774 – Updated to Notes and History labels in job notes

When clicking on a job in a grid, the in-line job details are displayed. We have changed the wording from what was previously the History tab to Notes and History, giving a more consistent approach with the job details page.

13875 – Partner column added to the deposit entry screen

We have added a Partner column to the deposit entry screen to display the invoice partner.

15809 – Retry functionality added for when a bill fails to confirm

For instances when a bill fails to confirm the first time, we have added a functionality that prompts the system to retry confirmation twice more before flagging it as a failed confirmation. This does not affect the front-end of the system.

15807 – Changes to Special Portfolio configuration error

When the Special Portfolio fails to load within 30 seconds, the user receives a message saying that there has been a configuration error. We have updated this message to tell the user that the error is due to a timeout. We have also increased the loading time from 30 to 60 seconds.

15802 – Checkbox added to draft bill analysis tab when adding group clients

We have added a Select all checkbox to the draft bill analysis tab to allow users to select or deselect all options when adding a group client.

15801 – Change to email report on Statement Generation page

Previously, the email check report launched from the Statement Generation page only listed clients whose statement email address didn't match the client’s email domain (both of which are entered on the Client Details page). We have made a change to the report to add clients with no email address.

15797 – Billing email address changes

When changing a client's billing address, the new address is added to any invoices going forward. We've made a change so that the billing address also gets added to any existing invoices for that client which went to the old address.

Fixes

15781 - My Timesheet showing incorrect data

Some users were finding that in Entry > My Timesheet > Posted, only hours from the first day of the week were shown. This has been fixed.

15782 - Charge rate seemed to reappear after deleting

We’ve fixed a problem in Staff > Details > Timesheet > Charge Rates where charge rates were reappearing after being deleted.

15783 - Unable to add decimal figure to Disbursement Charge Percentage field

In Admin > Billing Administration, under the settings tab, some users found that they were unable to add decimal figures to the Disbursement Charge Percentage field. This has been fixed.

15788 - Department Diary and My Department Diary pulling from incorrect staff grades list

New grades created in Admin menu > Categories etc > Special Categories > Staff Grades were not pulling through to the Department Diary or My Department Diary pages. This has now been fixed.

15789 - Staff & Global Jobs Lists without any jobs produce an error message

In the new job grids (v9.9.8216 and above), if users viewed, for example, the Staff Jobs list on a staff member with no jobs, or the Global Standard Job Management list where no jobs existed, the users would see an error message. We’ve fixed this so that no error is displayed – the grid will just be empty as expected.

15790 - Export button wasn’t working on Global Std Job Management or Global Tax Job Management grids

This issue only applied to grids with the new grid filtering functionality (v9.9.8216 and above). It is now working.

15792 - Wrong description pulling through when adding new periods

When adding new periods in Admin > Periods, some users found that the wrong description was displaying. This has now been fixed.

15794 - Wrong information displaying on WIP Updates page

On the WIP Updates page, some users were seeing the WIP details of the last client that they had viewed in that page, instead of the current one. This has been fixed.

15808 - Changing job didn’t always enable the Save button in timesheets

Some users were finding that the Save button wasn’t enabled when editing current timesheets. This has been fixed.

15806 - Transfer button was always enabled in draft bill wizard

The Transfer button was enabled when it shouldn’t have been in the draft bill analysis tab. We have fixed this.

15805 - Rolled job note replies were added as new notes instead of replies

Replies on job notes should appear as replies once rolled. However, the system was turning them into new notes instead of keeping them as replies. This has been fixed.

15804 – Problems with decimals in Special Portfolio totals

Totals in Special Portfolios were displaying decimals as 00 (thus removing any cents or pennies from the total). We’ve now fixed this.

15803 - Filters not applying to the Jobs Due for Billing link in Client Dashboard

In the Draft Bills and Credit Notes dashlet on the Client Dashboard, the Jobs Due for Billing link was not applying the appropriate filters after taking the user to the Billing Portfolio.

15799 - Issues with changing analysis line from Progress to Interim

In the draft bill wizard, on the analysis tab, if you changed a line from Progress to Interim the bill amount showed briefly in the Carry Forward column before being moved to the Write Off column. Interim bills should always carry forward by default, regardless of if the default behaviour for Progress bills is to write off. When you change a progress line to interim then the balance should carry forward and not be written off. This is now working as expected.

15798 - Time history icon showing times in UTC

When you click the blue time history icon on an existing timesheet entry, the dates and times were in UTC rather than the user’s time zone.

15800 - Add Removed WIP clearing selected items

In the draft bill analysis tab, when adding removed WIP, users were finding that if thy selected specific items and collapsed and re-expanded the dropdowns, selections would be lost. This has been fixed.

15810 - WIP Updates allowed transfer of billed WIP

If you ticked to show billed WIP entries the system was allowing users to transfer entries that weren’t fully outstanding. We have removed the checkbox on partly or fully allocated lines.

What's New/Changed in v9.9.8321

Modifications

New grid filtering capabilities added to Custom Job Portfolios page

Our new grid filtering functionalities have now been added to the Custom Job Portfolios grid. For more information on these new capabilities, visit the Help Centre.

New note type column added to job notes

A new column has been added to job notes which displays the note type, so that users can more easily navigate large volumes of job notes.

Fixes

15768 - Issues when requesting a new engagement on client contact search

When requesting a new engagement after conducting a client contact search, the system timed out for some users. This has now been fixed.

15774 - Issues with editing staff charge rates

When adding a new charge rate for a new staff member (that has timesheets), the system was showing an error after clicking the Apply button. This has been resolved.

15767 – Issues with WIP notes in draft bills

Some users found that when they tried to add notes to the 'WIP note' text box on the analysis tab in a draft bill, the notes didn't save. This is now working as it should.

15775 - Mandatory fields functionality wasn’t working properly in client take on

Selecting “User Required” in Admin > Take-On Request Setup to create mandatory fields in the take on process was not working. We’ve fixed this problem.

15777 - Next Action Date on Staff Jobs list showed as blank

The Next Action Date column in the Staff > Jobs grid was not showing any data. This has been resolved.

15779 - Problems with standard cost settings

The standard cost values entered in Admin > Billing Administration > Settings were not being properly calculated if using standard costs when creating a draft bill.

15780 - My Department Diary had incorrect department selected

In Staff > My Department Diary, users should see information for the department they are in. The system was instead selecting All Departments from the drop-down list, and users were unable to change this. This problem has been resolved.

What's New/Changed in v9.9.8306

Modifications

Rolling of jobs on suspended or lost clients is now blocked

The system now blocks the ability to roll jobs onto clients that are classed as Suspended Pending Loss. This functionality is enabled by ticking the Lock Suspended Clients checkbox in Admin > Categories etc > Transaction Settings

Permission updated to remove ability for managers to approve their own expenses

The ExpManRev permission previously allowed managers to approve the expenses of all staff, including themselves. This was questioned by several PE users. We have changed this permission so that while they can still approve the expenses of others, they will not be able to approve their own expenses. Managers will be able to approve their own expenses if they also have the ExpGloRev permission enabled.

New grid filtering capabilities added to Global Tax Job Management page

Our new grid filtering functionalities have now been added to the Global Tax Job Management grid. For more information on these new capabilities, visit the Help Centre.

Fixes

15753 - Error adding or editing a Staff Charge Rate

When adding a new staff charge rate, if there were timesheet entries beyond the date entered on the new charge rate, an error was displayed. This has been fixed.

15755 – Issue with billing templates when drafting a new bill

When a new draft bill was created, the default billing layout was not being used. We have now fixed this issue.

15759 - Allocations within a deposit disappeared the day after entry

Editing a deposit with an allocation that was created in a previous day caused the allocation details to be reset. This is because the system assumed it was a new allocation. We have now fixed this issue.

15760 - WIP Journals were posting to wrong period when entering on last day of month

WIP Journals posted on the last day of the month were being assigned a periodindex of 0, which subsequently put them into the following period. For example, journals posted on 8/31/2022 were posted in the September period. This has now been fixed.

15761 - Credit Memo calculations were misbehaving, causing duplicate key errors

When creating a credit memo, the Write Off analysis wasn't always set correctly. This triggered updates when the credit memo loaded, resulting in a duplicate key. This problem has been fixed.

15762 - Staff Productivity dashlet YTD Hours redirected to incorrect page

The YTD Chargeable Hours link on the Staff Productivity dashlet incorrectly redirected to the Staff Budgets page. It is not pointing to the correct page.

15763 – Issues when entering deposits

When entering multiple deposits, the client details were sometimes saved incorrectly. This has now been fixed.

15764 – Issues with submitting take-on requests with multiple engagements

When submitting a take-on request with multiple engagements on the same contact, where those engagements had jobs defined, an error was displayed when trying to create the jobs. This issue has been fixed.

What's New/Changed in v9.9.8293

Modifications

13829 - Update to the Global Standard Job Management List 

Users can now filter results on the Global Standard Job Management list.

15118 - Recurring Bill Generation: view entries up to specific date

The Recurring Bill generation includes all WIP associated with selected jobs within the recurring bill. The new WIP Date field allows you to include WIP up to a specified date.

Fixes

15425 - Print Statements from Client DRS transactions

In Client > DRS Transactions, on the Print tab, the Include Invoices check box is now working. If selected, invoices are included when printing the statement.

15609 - Users unable to create a combined credit note

When creating a combined credit note, users are no longer receiving an error.

15687 - Financial with Provisions Dashlet

The issue with the Financial with Provisions dashlet not showing the Debtor Provision figure for some users has been resolved. The Debtor Provision figure is now shown.

15754 - Report Macros are not working

When users ran a report macro, the reports did not generate and an error was shown. This is now resolved and the report macros are working as expected. 

15756 - Only one job can be selected when creating a manual bill

When creating a manual bill for a client, once a job is selected, all other check boxes are disabled. This is the case even when the Single Job Bills setting is disabled in Billing Settings.

This issue has now been resolved and users can now select multiple jobs. 

What's New/Changed in v9.9.8280

Modifications

15117 - New recurring bill abilities for client groups

Firms often need to bill multiple entities within a group as a single bill. This has previously been possible as a Manual bill, but was not available for recurring type work.

We have now added a checkbox in the Details tab of Client > Recurring Bills. When checked, users can select any client from the current client's billing group that has active recurring or manually billed jobs, from a dropdown menu in the Line Items tab.

15423 - Updates to Period End for Provisions

Due to customer feedback, users will no longer be able to update Provisions when the system is locked for Period End.

Further refinement of new filtered grid

We've added a few enhancements to the new filtered grids, introduced in build v9.9.8216:

• In String and Date type columns, users can search for blank or non-blank values. This offers a way for users to easily find and update missing information.
• In String type columns, we've changed the default to Contains rather than Equals, providing users with more leeway in their filtering.

Fixes

15703 - Problems with saving in Entry > Deposits

In Entry > Despots, if users weren't selecting Save after every entry, the list of deposits wasn't displaying correctly. This has now been resolved.

15493 - Issues with billing for jobs where clients had shared service names

When drafting a bill for a client with a specific service name, and adding another client or job to the bill that has a service of the same name, users were having issues when completing the following scenario:

1. Create a draft bill on one client from the client dashboard via the Draft Bill dashlet.
2. Select one service/job on the draft bill header.
3. In the draft bill, browse to the Analysis tab and choose the drop-down arrow - Add Another Client or Job then choose Go.
4. Search for and select the other client to pull into the bill.
5. Once both clients are showing in the draft analysis tab, choose the drop-down arrow again and then choose Add Interim Bill.

In the jobs dropdown, the jobs for both clients were being displayed - only the jobs for the selected client should have been displayed. Additionally, if a firm was using a standard naming convention on the jobs, users had no way of knowing which job belongs to which client. We have now fixed this issue.

What's New/Changed in v9.9.8280

Modifications

15117 - New recurring bill abilities for client groups

Firms often need to bill multiple entities within a group as a single bill. This has previously been possible as a Manual bill, but was not available for recurring type work.

We have now added a checkbox in the Details tab of Client > Recurring Bills. When checked, users can select any client from the current client's billing group that has active recurring or manually billed jobs, from a dropdown menu in the Line Items tab.

15423 - Updates to Period End for Provisions

Due to customer feedback, users will no longer be able to update Provisions when the system is locked for Period End.

Further refinement of new filtered grid

We've added a few enhancements to the new filtered grids, introduced in build v9.9.8216:

• In String and Date type columns, users can search for blank or non-blank values. This offers a way for users to easily find and update missing information.
• In String type columns, we've changed the default to Contains rather than Equals, providing users with more leeway in their filtering.

Fixes

15703 - Problems with saving in Entry > Deposits

In Entry > Despots, if users weren't selecting Save after every entry, the list of deposits wasn't displaying correctly. This has now been resolved.

15493 - Issues with billing for jobs where clients had shared service names

When drafting a bill for a client with a specific service name, and adding another client or job to the bill that has a service of the same name, users were having issues when completing the following scenario:

1. Create a draft bill on one client from the client dashboard via the Draft Bill dashlet.
2. Select one service/job on the draft bill header.
3. In the draft bill, browse to the Analysis tab and choose the drop-down arrow - Add Another Client or Job then choose Go.
4. Search for and select the other client to pull into the bill.
5. Once both clients are showing in the draft analysis tab, choose the drop-down arrow again and then choose Add Interim Bill.

In the jobs dropdown, the jobs for both clients were being displayed - only the jobs for the selected client should have been displayed. Additionally, if a firm was using a standard naming convention on the jobs, users had no way of knowing which job belongs to which client. We have now fixed this issue.

What's New/Changed in v9.9.8265

Fixes

15400 – Users were unable to allocate two invoices against one receipt

Users were unable to allocate two invoices against a receipt due to a rounding error in the system. This has been resolved.

15374 - Grand Total on Staff Jobs grid wasn’t displaying the page total

On the new Staff Jobs grid, the Grand Total for All figure should have reflected all jobs in the grid regardless of any filters applied, but instead it was showing an incomplete figure. This has been fixed.

15375 - Job Control Dashlet links weren't displaying jobs upon opening the grid

The implementation of the new Staff Jobs grid was causing some issues in the Job Control Dashlet of the Staff Dashboard. When selecting jobs marked as Mine on the dashlet, the grid appeared to be empty. This was due to how filters were being applied to the grid. This problem has been fixed.

15424 – Issues with search results in certain job grids

In Staff > Global Tax Job Management and Staff > Global Std Job Management, when adding multiple words to the Search bar, the system was searching for any word added, thus displaying too many results. The system should have been searching for results featuring a combination of all words entered. This has now been fixed.

15481 – Issues with posting copied timesheet entries

When posting a new timesheet entry that had been created by copying a previous entry, the original timesheet entry was being posted as well. This has been fixed.

15171 – Issues with Tallie expense imports 

Users were finding that receipts were not being allocated when using the Tallie expense import. This has been fixed.

15482 - Final scheduled bill setting Disbursement amount to be the same as Time amount

The final bill on a Based on Schedule job was duplicating the TIME amount in the DISB amount once the invoice was drafted. This has now been fixed.

15428 - Invoice layouts weren’t showing correctly on draft preview

Although the functionality was working, the draft preview was showing the print and mail invoice layout instead of the email one. This has been fixed.

15483 – Date issues when entering new deposits

When entering a new deposit, the system was changing the date to the previous day. This has been fixed.

15484 – System wasn’t honouring ‘Restrict bills to current period’ setting

Even though the 'Restrict bills to current period?’ is ticked in Admin > Billing Admin, the system was still allowing the date of unlinked credit notes to be future dated. This has been fixed.

15426 – Data type conversion error showing when trying to upload a logo

In Admin > Categories etc > Main Categories > Organisations, users were finding that an error messaged displayed when trying to upload a logo image file. This issue has been fixed.

15492 – Actual Hours total was not working in job grids.

In Staff > Global Tax Job Management, Staff > Global Std Job Management and Staff > Jobs, the total displayed at the bottom of the grid was not working. This has now been fixed.

What's New/Changed in v9.9.8257

Fixes

15116 - Recurring bills not using the correct layout

For firms that had multiple organisations, recurring bills were not using the layout associated with the organisation that the client was attached to. This has now been fixed.

15046 - US date format being applied to UK systems when adding a new VAT or Currency rate

A US date format was being stored in the database on UK systems when a new VAT rate or Currency rate were added through Categories. This has now been resolved.

14980 - Large Direct Debit batches timing out

Large Direct Debit batches (over 100) were timing out before they could be processed. This process has now been updated to cater for larger batches

15114 - Billed entries showing on bulk print billing guides

Billing guides that were being run from the Main Summary Portfolio > Bulk Billing Guides were incorrectly displaying billed entries. This has now been fixed.

15121 - Unlinked credit notes displaying in the wrong period

Unlinked credit notes were stored in the database with a timestamp which was causing them to sometimes go into the wrong period. This has now been updated to stored the dates correctly.

15164 - Banking Admin > Export Formats using the wrong permission

The Export Formats tab within Banking Admin uses the permission RecBatches. This permission was not being honoured. This has now been fixed.

15122 - Partner column missing from RFP Receipt Printing

Older versions of this page included the partner column. This page has now been updated to display the partner column.

15170 - Manual when complete billing type jobs available for manual billing

Jobs that had a billing type of Manual When Complete were still available to be billed manually. These jobs should be available to bill from the Job Billing portfolio within the Billing portfolio once they have been marked as Complete. This has now been fixed.

What's New/Changed in v9.9.8224

Modifications

Changes to bill printing and emailing

One of the main modifications with this release relates to how bill layouts are stored in the system. This storage change ensures that the correct layout is presented when a user goes to print or email a bill.

These changes have been made to everywhere in the system that users print or email bills, but there is no change to how these actions are carried out by users.

Fixes

15035 - Billed WIP is recalculated after editing it by Staff

In the billing wizard, W/O or C/F amounts were recalculated if a user went from the Narrative back to the Analysis tab. This has now been fixed.

14982 - County field is not populating correctly

When creating a new Take On Request, the information entered into the County field was not saving correctly. This has been fixed.

14858 – Recurring bill history showing incorrect amounts for drafts 

When looking at recurring bill details for a client, in the history tab, the amount shown did not match the amount entered when generating the bill. This has been resolved.

14853 – Issue with sorting on Global Standard Job Management grid 

Users were unable to sort the Global Standard Job Management grid by Actual WIP or Actual Hours. This functionality has been restored.

What's New/Changed in v9.9.8216

Modifications

New grid filtering capabilities

We're delighted to announce a number of new filtering capabilities in IRIS Practice Engine data grids. These new functionalities were designed as a result of several user groups and surveys in which we examined the issue of filtering and exporting data.

We will gradually roll out this new advanced filtering grid to replace the current grid format in future releases. It can currently be found in Staff > Task Pad > Jobs.

Read more about the new grids in our Help Centre.

Fixes

14598 – Unable to print 100s of Billing Guides at one time in Main Portfolio Summary 

Users were receiving error messages when trying to bulk print partner portfolios with over 100 clients in Portfolio > Main Portfolio Summary (with the Billing Guide option selected). This has now been fixed, but the number of billing guides that can be printed without error will be dependent on server capacity.

14769 – Department Schedule View throwing error 

In Portfolios > Department Schedule View, the page occasionally threw an error message and didn’t display any data. This has been fixed.

14768 – Rolling forward job with schedule not keeping tasks 

Jobs weren’t retaining task information for rolled forward jobs, despite users selecting the Replicate Schedule option when rolling forward jobs. This has been fixed.

14833 – Job Billing Schedule clearing after applying template 

After applying a billing schedule template to a job, if the billing type was set to Based on Schedule and allocation type was set to Automatic Pro Rata When Closed, upon saving, exiting, then re-entering the job, if you save again, the schedule was removed. We have fixed this.

14859 – Single Job Bills not allowing selection of time and disbursements 

In Admin > Billing Admin > Settings, if the Require Single Job Bills setting was enabled, users were unable so select both time and disbursements for the same job when drafting a bill. We have fixed this issue.

14662 – Windows not closing automatically as in previous versions of PE

In previous versions of PE, when sending an email confirming an invoice from the Billing Portfolio, the email panel would disappear once sent. This then changed so that it sent the email but users needed to press cancel to close the email panel. We have switched it back to how it used to be after some customer feedback.

14852 Issue with client query in Query Builder 

When using the client model in Query Builder, the system was failing to filter results after setting a specific time period – instead it returned all active results. We have fixed this filter.

14603 - System does not remember which office is selected in Billing Portfolio > Job Owner

When using the “Where the Client Office is” option in Billing Portfolio > Job Owner, if the user selected an office that wasn’t the first on the list and created a new bill, upon cancelling the bill the system reverted back to the first office on the list. This has been fixed.

14749 – Issues with Query Builder AR/DRS data model 

In the AR/DRS data model on the Query Builder, selecting TransactionPartner or TransactionManager would generate no results. We have removed these options as they are already available as DebtTranPartner and DebtTranManager.

14656 – Users able to edit billed WIP

Users were able to edit billed WIP, a change from previous versions where users were only able to edit unbilled entries. We have changed this back to how it used to behave.

14723 – WIP entries not showing if net amount is zero 

If a client had two outstanding WIP entries on a service with a net total of zero (for example, £256 and -£256), these entries were not shown. We have fixed this.

14600 - Bulk Staff Admin throwing an error when trying to clone staff

When cloning staff dashlet settings in Admin > Bulk Staff Admin, if a user already has dashlets saved that were being cloned from another user, an error message was displayed and appeared to not clone correctly.

14721 – Bulk statements printing in random order 

In Admin > Task Pad > Create and Print Statements, selected statements were printing in a random order. We have sorted this so they now print in alphabetical order.

14605 – Duplicate columns in Global Jurisdiction Job Management

In Staff > Global Jurisdiction Job Management, in the columns panel, Job Species and Job Status both appeared twice as available columns – both duplicates returning codes, as well as the descriptions that should be there. We have removed these duplicates.

14665 – Importing a blank template adds an extra comma when editing in Notepad

When users downloaded a blank template from Admin > Import Control Maintenance, it had an extra comma after the last header. This issue wasn’t present when editing the CSV file in Excel, but could cause issues when editing in Notepad. This has now been fixed.

14672 – Import Control Maintenance should list in alphabetical order by default 

Import types in Admin > Taskpad > Import Maintenance should have been listed in alphabetical order, but they were not. We have made them alphabetical once more.

14673 – Draft confirmation email issue

When a draft credit was confirmed and it reactivated jobs, the subject line of the email said 'Failure', but it wasn't actually a failure. We have resolved this.

14966 – Error created when posting a standing order on auto allocate 

When a client had a standing order set up to be automatic, but they didn’t have any outstanding debtors, when users tried to post the standing order an error occurred. We have fixed this problem.

14980 – Direct Debit payroll batches time out if over 100 entries

A direct debit batch with over 100 entries created a timeout after posting. We have fixed this.

14997 & 14598 – Unable to print 100s of Billing Guides at one time in Main Portfolio Summary 

Users were receiving error messages when trying to bulk print partner portfolios with over 100 clients in Portfolio > Main Portfolio Summary (with the Billing Guide option selected). This has been resolved. 

14981 – Work Profiles are being added with a Date/Time stamp

When adding a Work Profile to a new staff member, the profile was being saved with a date and time stamp. It should just have just saved the date. We have now fixed this issue.

What's New/Changed in v9.9.8196

14324 – Checkbox issues in Admin > Questions

Under Admin > Questions, when editing questions, there is a checkbox option to use multiple lines. Checking this box and saving put the question on multiple lines as expected, but when users went back into Questions, the checkbox appeared to be unchecked. This has been fixed.

14402 - Available amount doesn’t reset in Draft Bill

When allocating a receipt to an invoice, if you removed the allocation, the available amount did not update. We have fixed this issue.

14563 – Disbursements not writing off when using scheduled billing with a final bill type of zero bill

When billing based on schedule and using a zero bill as the final bill type, only time is automatically written off – not disbursements. The outstanding disbursement amount is instead showing in the C/F column, and users are unable to edit the write off unless they change the bill type. A new option has been added to the Final Bill Type - Zero Bill and Include Disbursements.

14595 - Date errors when adding new deposits

In Entry > Deposits > Add New, not manually changing the date picker set the date as the day before when UK users selected Save. We have now fixed this issue.

14678 – Error showing in Staff > Global Jurisdiction Job Management

In Staff > Global Standard Job Management, if the Job Budget Hours total was more than $/£9,999,999.00, an error message was shown. This has now been resolved.

14770 – Problems with write-off amount if using certain billing and allocation types

A double W/O amount was created in the following scenario:

• Set up a job and change the Billing Type to Based on Job, Allocation Type to Automatic Pro Rata When Closed.
• Complete the job.

In the draft, the W/O was applied to the billing value of both time and disbursements, creating a double W/O amount. Because the Allocation was set to automatic and not manual, it was locked and could not be edited by the biller at this point. This issue has now been resolved.

14724 - Payment method in Deposit Entry wasn't defaulting to first payment method

When adding a new deposit in Entry > Deposits, the Method drop-down menu should have listed methods in the order set in Admin > Categories. Despite this, the Cash method always appeared first in the list. We have now fixed this.

What's New/Changed in v9.9.8185

14737 - Realisation dashlet graph not loading in Client Dashboards

In any Client Dashboard, inside the Realisation dashlet, a graph should appear. It is not currently loading.

14571 - System adds multiple paragraphs in the Bill Narratives section of Service Details

In Client > Task Pad > Service Details, when adding paragraphs in the Bill Narratives tab, adding a paragraph caused all paragraphs to be added. This has now been fixed.

What's New/Changed in v9.9.8174

14596 - When Using 0 for percentage of standard job charge rate the 0 did not display

In Client > Task Pad > Job Details, in the Rates panel of a selected job, adding a 0 in the Percent of Standard field (after selecting Use Percentage of Standard) caused the 0 to disappear. The system recognised the 0, but no 0 was displayed. We have now fixed this so that the field displays the 0.

14597 - Issues with applying £/$0 to single flat or custom rates

Some users found that using a £/$0 Rate for Single Flat or Custom Rate on a Job was not posting to WIP as $0.  This has now been resolved.

14604 – Issue with adding clients from other organisations in the billing process

If users conducted a client search on a client from an organisation, then went into the Billing Wizard and added another client/job to the bill, it defaulted to the organisation the user had previously searched on, despite the cross-organisation billing being authorised in Billing Admin. This has now been fixed.

14551/14607 – Possible to select client with Financial status when creating a deposit entry

In previous versions of PE, when adding a client with the status of Financial to a deposit entry, a pop-up would appear warning you that it was a Financial client, something that we removed in 9.9. We have reinstated this pop-up.

What's New/Changed in v9.9.8174

14596 - When Using 0 for percentage of standard job charge rate the 0 did not display

In Client > Task Pad > Job Details, in the Rates panel of a selected job, adding a 0 in the Percent of Standard field (after selecting Use Percentage of Standard) caused the 0 to disappear. The system recognised the 0, but no 0 was displayed. We have now fixed this so that the field displays the 0.

14597 - Issues with applying £/$0 to single flat or custom rates

Some users found that using a £/$0 Rate for Single Flat or Custom Rate on a Job was not posting to WIP as $0.  This has now been resolved.

14604 – Issue with adding clients from other organisations in the billing process

If users conducted a client search on a client from an organisation, then went into the Billing Wizard and added another client/job to the bill, it defaulted to the organisation the user had previously searched on, despite the cross-organisation billing being authorised in Billing Admin. This has now been fixed.

14551/14607 – Possible to select client with Financial status when creating a deposit entry

In previous versions of PE, when adding a client with the status of Financial to a deposit entry, a pop-up would appear warning you that it was a Financial client, something that we removed in 9.9. We have reinstated this pop-up.

What's New/Changed in v9.9.8160

Modifications

13605 – Added a limit on number of columns that can be added to a grid

To create a better user experience and layout, we have implemented a limit of 20 columns that can be added to each grid.

Fixes

14550 - Jurisdiction Complete checkbox available even when permission not granted

Despite not having appropriate permissions to do so, users were able to edit jurisdiction details on jobs with jurisdictions. This has been fixed.

14551 – It was possible to select client with Financial status when creating a deposit entry

Users were able to add a client with the status of Financial to a deposit entry - this should not be permitted. We have now made it so that clients with a Financial status do not appear in searches when creating a deposit entry.

14565 - WIP was not defaulting to C/F when adding interim bill to draft bill

When creating a Progress WIP Type draft bill, after selecting to Add Interim Bill in the Analysis tab, users were finding that typing the Bill amount automatically altered the amount in the W/O column, instead of the C/F column. This has now been resolved

14515 – Unable to apply retainer upon confirmation in Billing Portfolio

When confirming a bill without being in the draft bill, the Apply Retainer action was not available. This has now been fixed.

What's New/Changed in v9.9.8126

Fixes

14391 - Job budget value was using incorrect charge rate

In Client > Jobs Details, in the Budget tab, some users were experiencing problems with the incorrect charge rate being used when changes were made. This has been resolved.

14417 - Exporting a report using export icon created an error message

In Reporting > View Reports, when using the icon in the Export column, an error message appeared. This icon is now working as expected.

14415 - Unable to remove space between lines of bill narrative

Some users (depending on their custom font setups) were seeing a gap between lines of narrative when drafting bills. This has been fixed.

What's New/Changed in v9.9.8116

Fixes

14233 - Updating Related Partner or Manager in Transcaction Settings was applying a hierarchy

Admin > Categories etc > Transaction Settings, Update Related Ptr/Mgr field

This feature was using a hierarchy of client, service, then job, thus only changing services below the client or service. This function should work for all grades equally, without applying this hierarchy. This has now been fixed.

14035 - Error when rolling forward jobs

Some users were receiving an error message when rolling forward jobs. This has now been fixed.

14094 - Job Note Types were not rolling to the next job when selected to roll

When rolling a job note to the next job, all details were rolling over except the Job Note Type. This has been resolved.

14215 - Date Range was cut off of report parameter

If a report had four date pickers, when you got to the last date picker the month/year was being cut off. We have now fixed this issue.

14024 - "Suspended Pending Loss" returned to deposit entry

In previous versions of Practice Engine, a warning message was displayed saying “Suspending Pending Loss” within the deposit entry process. We have reinstated this message due to popular demand.

13915 - Admin menu - Draft Allocations no longer showing as a page option

The Draft Allocations page was displaying on the Admin task pad. This page is now part of Banking Admin and should not have been displayed on the task pad.

What's New/Changed in v9.9.8096

Modifications

12872 - New My Favourite Portfolios dashlet in the Reporting Dashboard

The new My Favourite Portfolios dashlet is now up and running in the Reporting Dashboard. You can save all of your most frequently viewed portfolios to this dashlet by visiting Reporting > View Reports > Portfolios folder, and selecting the star icon on the Dashboard button in the Actions column.

Read more about the Reporting Dashboard in the Practice Engine Help Centre.

Fixes

14093 - Questions with Input Type “None" weren't showing

In questionnaires, the question input type of "none" was not functional and did not display the question in the actual questionnaire unless a different input type was selected. These questions will now show on questionnaires.

14014 - Problems with Automatic Allocation and Create RFP Receipt option on Recurring Receipt Allocation

The DD Automatic Allocation was not allocating against outstanding bills. This has now been resolved.

14077 - Printing from Billing Wizard was not clearing the invoice from the bulk fee printing queue

This was because no message was displayed to say it has printed correctly. We have added a message to ask the user if the bill or credit note has printed correctly.

14015 - Exchange adjustment transactions: SP change required in master SPs

The SP had already been updated but needed to be applied to the master SPs. This problem was happening when a receipt was using one exchange rate and the invoice was set as a different exchange rate. This has now been resolved.

14142 - Retainer not applying/allocating correctly in Draft Bill

Retainers were showing as duplicated when applying within Draft Bills. We have fixed this issue.

13956 - Deposit Detail grid data export wasn't functioning

In the grid found in Entry > Deposits, the Data (data export) function was not working. This has been resolved and the data export function is now working properly.

14060 - Unallocated entries data button was not downloading all entries when using "Show All"

In Entry > Unallocated Entries, when exporting via Data or Filtered Data, the export seemed to work as normal. However, after clicking Show All, you would get a higher number appearing as the total. Even if you selected Show All and ran a data export again, it would still show the original lower total. This has been fixed.

13961 - Drafts as Owner dashlet was not displaying drafts where a person is a manager

The Drafts as Owner dashlet was not showing all drafts if the staff member was a partner or manager on a range of drafts. The drafts where the staff member was a partner were showing but where they were a manager too, they were not showing. We have fixed this issue.

13783 - Deposit method field was not using order set in Categories

You can set the order of deposit methods in Admin > Categories > General Categories > Deposit Methods. In the last version of 9.9, when adding a new deposit or editing an existing one (Entry > Deposits > Add Deposit > New (or edit existing), the order of the Method drop-down was random. We have fixed this issue so that the order of deposit methods set in Categories is reflected in Deposits.

13914 - Clients added in a deposit were not added to MRU list

Clients added when creating new deposits (Entry > Deposit) weren't appearing on the user's MRU list. This has been fixed.

What's New/Changed in v9.9.8076

Modifications

Improvements to our Job Notes functionality

Based on your feedback and feature suggestions, we have implemented a wide range of improvements to our Job Notes functionality. In this release, we have added:

• 13766 - The ability to complete multiple notes at once - users can now select multiple notes from the active job note tab in an Actions column, and complete them in one go.
• 13780 - The ability to edit and delete job note replies - users can now edit or delete their job note replies. We have also added a permission so that approved users can delete replies of other members of staff.
• 13768 - The user who completed a note is marked in the history - when a user completes a note through the new Actions function in the Active Notes tab, a record is created in the History tab.

To read more about these changes and how they work, visit our Help Centre guide.

In future build we will be refining the Job Notes section further, so keep an eye out for more updates in releases.

13729 - Users with edit permission can now delete macros and change ownership

Reporting > Task Pad > Report Macros

Users belonging to a group assigned with edit permissions (go to Step 4 of our Help Centre guide to learn more about macro sharing permissions) are now able to delete and change ownership of macros belonging to a staff member who no longer works for the organisation. Users cannot delete macros that belong to another active staff member.

13579 - Apply button added to Macro Details screen

Reporting > Task Pad > Report Macros, while editing an existing macro or adding a new one

We have added an Apply button to the Macro Details screen so that users can apply changes as they set up various aspects of the macro without having to select Save and leave the screen. Users are advised to select the Save button once all of their changes have been made.

13676 - Cookie policy added

We have added a new cookie policy to Practice Engine in order to allows users to accept our use of cookies for analytics purposes. These analytics will help to give us a deeper insight into how our customers are using the product.

Fixes

13797 - Main Portfolio: Billing Guide by Service Partner/Manager was not working as expected

Some users encountered an issue in when completing the following scenario:

1. Portfolio > Main Portfolio Summary > Billing Guide
2. Select View by Service or Job Partner/Manager/In Charge
3. Refresh
4. Select a staff member (view details)
5. Select a client
6. Bulk print

After carrying out these steps, the report was printing all WIP and Jobs, regardless of whether those services and jobs were attached to the selected staff member. This has now been fixed.

13886 - Issues with a 1p/1c difference when allocating deposits

Some users were experiencing small differences when allocating deposits. This issue has been resolved.

13874 - Date issues when creating a New Deposit Batch

When creating a New Deposit Batch in Entry > Deposits > Create a New Deposit Batch, instead of reflecting the creation date in the Deposit Item Detail page, the system defaulted to today’s date. This has been resolved.

13837 - Comma showed in Form Year field on Tax Job with Jurisdictions

On client tax jobs with jurisdictions, the Form Year field was showing a comma after the first digit. The comma is no longer present.

13866 – An extra line was added when adding Bill Paragraphs in the Billing Wizard after clicking Append

After raising a Draft Bill, in the Narrative tab, some users have found that clicking Append in the Bill Paras window added a blank line before the text. This has been fixed.

13849 - Timesheets: Date field showing in Others timesheet tab when the Staff field is blank

In My Timesheet > Others tab, the date field was appearing when the Staff field was left blank. We have fixed this issue.

13960 - Cannot create an unlinked credit note if the manager is set to No Staff Allocated

When creating a new credit note in Client Dashboard > Draft Bills and Credit Notes, if the Manager is set as Unallocated, users are unable to create a credit note.

13845 - Added a default rack for users to save tax return types to

(Admin > Categories > Main Categories > Tax Returns > Return Types).

Previously, if users tried to save a tax return type without having a rack set up, they would receive an error message. We have added a default rack for users to save a tax return types to.

13950 - Client Monies: Editing a date on a withdrawal transaction didn't enable Save

Client Monies > Client Maintenance

After editing a withdrawal transaction, the Save button was not enabled. This has now been fixed.

13911 - Last Statement field date was not updating

When generating statements in Admin > Create and Print Statements, the Last Statement field was not updating with the date. We have fixed this issue.

14031 - Bulk RFP printing was including invoices and credit notes (8077)

In Admin > Banking Administration, in the Bulk RFP Printing tab, the list showed invoices and credit notes as well as RFPs. This has now been resolved.

What's New/Changed in v9.9.8045

Fixes

13839 – Error messages when trying to save Macros with Grouping, Sorting, Filtering tab

When trying to save a Macro that displays the Grouping, Sorting, Filtering tab, users received an error message this has now been resolved

13743 – Billing Email and Statement Email fields are not saving in New Take On Request

Client Billing Email and Client Statement Email fields were not saving entered addresses when filling out a New Take On Request.

13749 – Purpose field in Reports > Admin > Detailed was a required field, but it was not marked as such

Users were unable to save a report within filling in the Purpose field as it was a mandatory field. We have made this a non-mandatory field.

Modifications

12934 – Queries and Portfolios are now visible from the View Reports list

Reporting > View reports

In order to make our system more efficient for our users, we have added Queries and Portfolios folders to the View Reports list to save on excessive navigation around PE.

13791 Portfolios can now be added to favourites from Reporting > View Reports

Reporting > View Reports

We have added a function to the View Reports list, under Portfolios, where users can add portfolios to their Favourites. This is in preparation for a future release when we will add a portfolios dashlet to the Reporting dashboard.

13734 & 13739 – Enhancements made to Query Builder models

Reporting > Query Builder

We have taken on board your feedback on the Query Builder models and have made some enhancements to the existing models:

Client Model – this model now includes the Client Gain/Loss information, WIP/Billing information, and information from the DRS/Collection page.

WIP Model – this model has been updated to improve the conditions that are available for Hours, Amount, Cost, Billed, WOff, Adjustment and Outstanding. It is now possible to apply additional conditions to these columns that include:

• Equal/Not Equal
• Between
• Less Than/Less Than or Equal
• Greater Than/Greater Than or Equal

DRS Model – this model has had the Fee Partner and Fee Manager added as available columns. We have also updated the conditions to include:

• Equal/Not Equal
• Between
• Less Than/Less Than or Equal
• Greater Than/Greater Than or Equal

These enhancements provide more flexibility within the Query Builder and allow more self-service data extraction for users.

13590 – Order of Billing Admin tabs has been modified to improve usability

Admin > Billing Admin

The Recurring Bill Batches tab has been moved so it follows the Recurring Bill Admin tab on the Billing Administration page.

What's New/Changed in v9.9.7982

13492 – Localised link to the Help Centre added to Practice Engine

We have created a localised link within Practice Engine to ensure users are viewing the correct Help Centre content.

13489 – Data Insights has changed to Reporting

The section of Practice Engine previously known as Data Insights has been changed to Reporting to reflect the range of options available in that menu.

13273 - New State/County category added

State/County options in Practice Engine previously came from a hard coded list. We have changed this so that States and Counties are now pulled from a General Category in Admin > Categories.

12870 – New Reporting Dashlet: My Macros

Reporting > Dashboard

The new My Macros dashlet on the Reporting dashboard allows the user to access and run their frequently-used macros without having to find the macros in the report macro list each time.

12935 – Reports description field now available for viewing reports

Reporting > Report Admin

Reporting > View Reports

A Description field has been added to Report Admin which allows users to elaborate on the content of any given report. The description appears in the reports list in View Reports, below the title of the report.

12937, 13111 – Changes to Data Type reports

Reporting > Report Admin

Reporting > View Reports

Because of instances where a report is so large that it cannot be viewed as a report (Data Only reports), we have added a Type column in the View Reports list so that users know that this type of reports has to be downloaded as a CSV file. Selecting the Data Type report will prompt you to download the file as a CSV. Admins can mark a report as Data Type by selecting the Data Only checkbox in the General tab of Report Admin.

To preview these changes, visit out Help Centre page.

12938 – Autosave feature added to report settings

When a user changes the Dates or Ranges in a report, any changes made will be saved automatically.

12986, 12987 – Users can now edit shared macros

Reporting > Report Macros

In previous versions, shared macros could only be edited by the person who originally created the macro. If the original macro creator left the company, it was not possible to edit these shared macros. We have changed the sharing options on macros so that others can run and edit a shared macro if they have the correct permissions.

To find out more about setting sharing permissions for report macros, visit our Help Centre page.

12988, 13110 – Users can now edit the subject line and email text in macros, as well as easily add multiple recipients

Reporting > Report Macros

We have simplified the process of emailing macros to multiple staff members by adding an email address look-up tool to the screen. We have also added the ability to edit both email subject lines and body text when sending macros.

13174 – Budgeted Standard Hours added to Staff Productivity dashlet

Staff > Dashboard

We have implemented a feature request to add the budgeted standard hours of a staff member to the Staff Productivity dashlet.

13175 - Changes to Leave Type label on the Leave Types page

Admin > Leave Types

We have changed the Leave Type label when adding a new leave type in Admin > Leave Types to Analysis Type to avoid confusion. We have also changed the Activity column on the Leave Types landing page to Analysis for greater consistency.

13278, 13279, 13280 and 13482 - Country field is now entered by autocomplete in the Client Details, Staff Details, Prospect Details and Contact Details tabs

We have changed the way that users enter information into the country field in Client Details, Staff Details, Prospect Details and Contact Details so that they are consistent with the rest of the product. This autocomplete information is populated from the Country category.