7/28/2024 – 8/3/2024
Billing
- There is now an option to create a payment record automatically from project funds when monies are recorded in project funds and there is a current balance. Read more about the different automated options.
- The project funds initial and threshold values can now be returned to $0; before, they required at least $0.01 after having been set.
- In Advanced | Billing | Invoices, the count at the bottom of the page could get “stuck” at “1 to 100 of 100”; this has been tidied.
Menu and Feed
- A new feed filter panel is now available. On the left side of the user feed and the project activity feed, you now have a list of the different activity item types. Click on an item to filter the feed to only items of that type.
- The main menu has been updated to allow for customization. The first four menu items now live in the top bar, with the rest in the menu. Read more about the new main menu.
7/21/2024 – 7/27/2024
Billing
- For some projects, it was not possible to create a project funds debit (or a payment sourced from project funds) for the full balance remaining in project funds; this has been addressed.
- Time entries with a manually overridden rate of $0 incorrectly displayed their default rate inside the project billing section, Billing Entries tab; the display has been corrected.
- In some situations, the table header in the invoice modal became transparent and therefore looked funky this has been fixed.
Lead Docket
- Updates were made to the Referral Dashboard.
- Fixed bug: the timezone for scheduled tasks and appointments was showing in the wrong date order; this has been fixed.
- Fixed bug: Dates were missing from scheduled report due to regression from above fix; they no longer are.
7/14/2024 – 7/20/2024
No releases this week.
7/8/2024 – 7/12/2024
Fixes
- Some Canadian users were not able to create time entries using the Outlook/Office plugins; this has been fixed
- A non-default rate schedule was not applying properly when time entries were saved ; this has been fixed
- In Advanced | Billing | Unbilled, when the screen was smaller, the Create and Finalize buttons would not be visible without adjusting the browser zoom ; this has been fixed
- Fixed a bug where two events would be created when a taskflow was executed.
Lead Docket
- Updates to Lead Edit: When multiple users or the API updates a lead at the same time, we now have on-screen alerts letting the user know to refresh the lead before saving. This greatly reduces overwritten data and data loss.
Vinesign
- Fixes to deleting previously saved custom fields: Vinesign now shows what field was deleted.
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