15.02 (10286)

Release: 15-02.10286
2015-04-30
– Hannah Chatfield – Max Ricketts – Adrian Speigal – Chris Tate-Davies – Steve Lilley-Hopkins

NEW
Added the ability to search / filter the results on the “Revenue To Bill” dashboard report. Also added export and copy buttons. – 4576

NEW
It is no longer possible to confirm a Quote if the ‘blocks’ values do not match (or almost match) the Quote total. – 4529

FIX
The Quote ‘blocks’ used for revenue projection would sometimes have a 1970 date. This is no longer the case (existing data may need rebuilding). They are also now always created in the Project currency. – 3044 – 4555

FIX
Fixed issue on the “USA Invoice List (Exported Accounts Transactions)” report. Items with no date would sometimes show 1969 rather than a blank cell. – 4504

FIX
Fixed an issue which meant the Product drop down would not highlight if a custom ratecard was present, if the Product name had an ampersand symbol. – 4517

FIX
When applying a discount to a Quote, the new total is spread over the Quote ‘blocks’ using the same distribution per month as was previously set. – 4531

FIX
The ratecard price was sometimes not being displayed for Virtual items on the Job Billing tab. It should now always be present. – 4533

FIX
Fixed an issue which was preventing some Projects from showing up on the “Revenue To Bill” report on the Dashboard. – 4576 Note: Added a new setting to circumvent this if the users preferred the old way.

FIX
Fixed an issue where spaces in a VAT code would prevent an Accounts Transaction from saving. – 4584

FIX
Copying a Job would sometimes reset the duration of the booked Services on the new Job, when they should have also been copied. This is now the case. – 4577

CHANGE
You can now edit the unit price for all Virtual items on Job Billing, even if the item is non-discountable. – 4521

CHANGE
The Gekko tab on a Project is now hidden if the user does not have the ‘/displayfinance’ access code. – 4541

CHANGE
Removed the buttons to allow changing the exchange rate when creating new Accounts Transactions (they appear once you save). – 4421

15.02 (10198)

Release: 15-02.10198
2015-04-13
– Hannah Chatfield – Max Ricketts

NEW
The ‘quantity’ on some quote templates (ONS) have been modified so that it is now split in to its time / quantity components. – 4519

NEW
The Message Queue data has been updated so that there are now events for changes to services on jobs. – 4433

NEW
Added the Sub Totals / Totals boxes below all costing lines on the Client Billing tab. This allows users to see the Inside / Outside and Interim totals for the costing lines currently showing. – 4442

FIX
The depot P&L report now tracks Purchase Order costs in the correct currency. – 4404

FIX
Fixed an issue with the ‘Kelly 4’ Management Report. Colum headings now all line up correctly. – 4413

FIX
Fixed an issue with the ‘Average Quoted Rate for Services On Projects’. The totals for each Project are now in the Project’s own currency. – 4389

FIX
Set the Dashboard Export tab back up to only allow exporting of invoices for the users depot – when the correct option is set in the config file. – 4355

FIX
The section total is now always correct on certain custom quote templates. Previously it would show the ratecard total, even if the user had requested discount totals to be shown. – 4091

FIX
Fixed issue where some media items would not add a cost to Gekko reporting data. – 4452

FIX
Services are added to an auto-created Job’s Billing tab if additional lines are added to its counterpart Purchase Ordder – 4397

FIX
All Purchase Order costs are tracked in the correct Project currency.

FIX
Changing a server on a Purchase Order now updates the RSS and Billing line’s Quote Detail ID (so you can see which line it relates to on the quote). – 4397

FIX
It is no longer possible to enter an exchange rate on a Billing Approval if you have not yet selected a currency. – 4449

FIX
Fixed issue with tool tip captions on the Project Margin’s tab. – 4462

FIX
There is no longer a menu on the Job page for Interim jobs. – 4457

FIX
Billing lines will no longer be updated if Allocated or Prepared if their counter-part Purchase Order is modified. – 4461

FIX
The Purchase Order now only prints a single template. This always goes to a PDF. – 4434

FIX
Clicking Save on a Job will no longer reset the durations of Services on it, if those services do not match the duration of the Job prior to it being edited. – 4473

FIX
Removed superflous text on the Dashboard asking the user to ‘Please wait…’ when there was actually nothing to wait for. – 4450

CHANGE
The PsyApi API has been moved out of the main iCFM repository and in to its own project. – 4408

CHANGE
Recosting a Costed Job will no longer set the Job status to Hold Cost. It will stay Costed. – 4460

CHANGE
Added some additional information to the icfm.log file (must be enabled in config). It is now formatted with more spacing so everything fits, and includes the name of the calling function.

CHANGE
The Message Queue events for Resource Schedule and Resource Schedule Services have been added and where previously available, rewritten to include more information. – 4433

KNOWN BUG
When loading an accounts transaction, the depot sometimes resets back to the users depot for now apparent reason. – 4421

KNOWN BUG
The ‘Print Options’ choices on the quote page for some customers do not reflect what appears on the PDF. – 4138 – 4091

KNOWN BUG
The Revenue Split on quotes can sometimes include a spurious 1970 value, when quote is copied. – 3044

15.02 (10099)

Release: 15-02.10099
2015-04-09
– Hannah Chatfield – Max Ricketts

FIX
Cancelling bids from a project quote list now allows you to cancel additional bids. – 4376

FIX
It is now possible to move ALL rows up and down on the job billing tab, regardless of line item status. – 4388

FIX
When using Google Apps – the Start Hangout button is now fixed in position so users do not accidentally click it. – 4378

FIX
Delivery notes no longer lose their PO reference information when re-edited. – 4339 – 4380