Version 4.6.2 - Minor changes in this release

Sub project fields are now available as filters, columns and sorting and grouping options on the Expenses and Expense reimbursement reports.  

The Aged WIP alert and Aged WIP report groupings are now consistent - 0-30, 31-60, 61-90 days.

Using the Transaction filter Uncommitted, will now return transactions that have not been committed as WIP to the system.

There is a new Invoice Lines column grouping available on Invoice Detail Report and Invoice Detail All Report. The columns available to add include the Project manager at the time of invoicing, the Residual value and the Status at the time of invoicing. The existing column headings relate only to the what they are now, not what they were at the time of invoicing.   

A new filter has been added to the profitability tab within a project:

1. Profit excludes WIP :: Invoice - Cost. The profit total does not use any WIP (un-invoiced) figure in the profit values.   

2. Profit includes WIP cost :: Invoice - (WIP cost and Invoiced cost) = profit. Not only is Invoiced cost being included in the profit calculation, so too is WIP cost. 

3. Profit includes WIP Cost and WIP Charge :: (Invoice + WIP charge) - (Invoice cost + WIP cost). If you were to invoice the current WIP charge, this is the total profit that can be earned. 

Depending on whether or not you review the Standard or Actuals, you may be reviewing Standard rate profit or Actual cost profit.  

The sub project fee is no longer re-calculated to include written off invoice values, if the fee amount is changed.

Composite rates are added to a project by selecting a button on the Budget tab. Click here for more information.

The screen filters that can be found on the Profitability tab within the Project have been renamed. Read more on the Profitability tab. 

Within a Project or a Sub project, using the right click Exclude by function on the Time and Expenses tab now functions. Previously selecting Exclude by Note column, Status column or the Transaction type icon did not return the relevant transactions for the selection made. 

When the Project is changed to Proposal status, Sub projects with a custom Active status, are now changed to Proposal status.

When creating an email or multiple recipient fax, at the Contact selection screen, you can now search for other contacts in the database, not attached to the Project.

The Total Contract Value is no longer required when changing the sub project status from proposal to a custom proposal status.

When creating a budget the cost estimate entered against Supplier and Sub Contractor rates is retained. Previously only the budget total was visible. 

Transactions and Sub Projects that are on Hold status no longer appear in the WIP Transfer screen.

When adding a Composite rate, the rates added now reflect the Project rates (when changed from standard), instead of the Standard rate.

Forecast no longer shows residual amounts, if you bill more than the amount forecasted.

 

The Fee is now updated when a refresh is done.

 

When clicking undo during timesheet entry, all fields are now refreshed, so no data remains.

The Leave sub project no longer appears twice when allocating time to the <Office> project.

Inactive Staff Rates are no longer available for selection during timesheet entry.

When exporting a timesheet to MS Excel®, the date no longer displays as 1/1/2000 - it will display the date of the timesheet entry that has been exported.

If you've been using Start and End times for timesheet entry, you may have noticed at times the end time may round up or down - this will no longer happen. Also, the sort order of the timesheets will now appear in time order, not project order. 

The system will now prompt to Save if you have commenced entering a timesheet and move to one of the expenses tabs, and vice versa.

 

Rounding decimal places on hourly rates invoice transactions are now standardised. Transactions will be rounded and then summed to calculate the invoice value. All tabs will now be consistent.

When the tax value is 3 decimal places the tax will be rounded e.g. 54.005 will round to 54.00 instead of 54.01 causing a 1c rounding issue.

You can no longer create an invoice when the Project status is on hold.

When deselecting transactions for a Fixed Fee or Percent fee type Sub Project, the WIP Value will go down. A new button 'Sum WIP' can be pressed that will populate the Invoice Total from the WIP Value. 

If you'd adjusted individual Transaction lines during creation of the Invoice, the system was reverting to the original charge value. The credit value will now reflect the adjusted invoice value per transaction line. 

Upon first creating an invoice, there is now a Cancel button, as well as OK.

Multiple timesheet entries unit value summed together no longer cause rounding issues to the invoice value.

The Project Title has been added to the Invoice Wizard screen.

The Timesheet activity is now available in the Invoice Wizard when viewing the transactions on the sub project being invoiced.

 

The System Administrator can now delete a cancelled AOT. Read more on AOTs.

When the tax value is 3 decimal places the tax will be rounded appropriately e.g. 54.005 will round to 54.00 instead of 54.01 causing a 1c rounding issue.

The percentage is no longer a method of calculating the Guarantee amount when Bank Guarantee is used for Contract Security.

The Guarantee ex tax and tax bookmarks have been removed as they were not required.

A tax rule can now be set in the Contract Admin Settings so all new Contracts will default to this value. This is done in System Settings.

The Tax rate can no longer be changed for a Breakdown Item, once a Sum Adjustment or Progress Claim has been made.

Draft Breakdown Items can no longer be selected when processing Adjustments or Variations.

 

All bookmarks relating to the original invoice are now available on Credit templates.  Also the adjusted invoice value is available.  

A Progress claim status bookmark has been added to the Progress Claim Assessment (PCA) document template.  

The Project Manager's Formal Title is now available on Sub Project Tables. Edit the Document Template that contains a Sub project table to add this new bookmark. 

When using date attributes on document templates there was only one date format. There is now 3 date formats: Date - 5/5/2018, long date Wednesday, 5 May 2018, date d mmm yyyy - 5 May 2018. 

New restrictions have been introduced limiting Directors and Administrators to see records relating only to offices they are linked to. If a Director or Administrator requires full access to all offices, you will need to attach each office to their staff record. Also, this will limit the Director access level from viewing staff records within the Practice menu.

The Debtor notes report will now display debtor notes for the office/s of the staff member running the report.  

Office filters and columns are now available on reports.  

A filter has been added to the rebuild function for Project folders. This enables a user to select a screen filter and/or select only projects requiring the rebuild. The rebuild function exists also in Office under the Action menu bar.

A user can no longer view project information via the notes module, for projects in an office they are not linked to.

Selecting Copy client upgrade files within each additional office will now copy the Client Installer (setup.exe) as well as the client files (application bin directory).

During creation of a document template, there is an option to change the Sender. This list now only displays staff attached to the office of the user changing the sender. 

Project Office bookmarks are now available on all Document Templates. For example the Office Name, ABN, Address and Phone details can appear on a document based on which office the project is attached to. 

Read moreon Multi offices.

 

Team members attached to project team template are now available on the sub project, you no longer need to remove and then re-attach them

Read moreon Project Teams.

 

When selecting Rebuild Project Folders, the Project reference name is now displayed, instead of the Project title.

Timesheet history overhead now displays staff cost rate x timesheet hours totals for each history interval. A new report has been developed that will display the transactions entered for the interval selection - 3, 6 or 12 months. Click here for a detailed paper on History Overhead.  

Print InFocus PDF for a detailed guide to Timesheet History

 

The Aged Debtors (Due Date) plugin now shows the aging in the correct order i.e. Current, 0-30, 31-60, 61-90, 91+ days.

The Chargeable Aged WIP had a typo that has now been removed.

An attribute date alert no longer shows, when the Attribute group has been made inactive.

A quick entry for new notes has been added to the projects, sub projects, contacts, personnel, contracts and invoices modules. Upon selecting the Note tab within the module, start typing the note in the grid and save. 

When using the add-in toolbar, after saving an email to a Project, then selecting a new email and new Project, the browse button at Location now scrolls to the Project selected.

When creating an invoice as PDF and attaching as an email, the subject defaulted to the Invoice Number. By default this will now be the Project Number - Project Title. There is an option to include the Invoice number in   System Controls.