May 24, 2017
Print Option B on Multi-Job Invoice printouts pulling in unexpected invoice related reports.
Staff users not properly showing up in staff lists if they have been added to the FP system with the "staff roles" setting unchecked.
Using the tab key to take you through the Schedule Grid View moving you up into the Quick Search field in top right of page before taking you back into the grid.
The "Share Gantt" function on the Gantt View of Schedule temporarily greyed out.
May 18, 2017
Inability to move past Add Invoice page if any required field left empty upon first save/ submit.
Units of measure still displaying on Job Financials page, even if user does not have permission to see the values. Although no values showing, the units should also be hidden.
May 15, 2017
Editing a Timesheet causing another Timesheet to spawn.
Remainder from Actuals option on Invoice routine failing to calculate values for expenses.
May 9, 2017
With System Preference set to on for the auto-fill of task descriptions on timesheets, the description not pulling through when time added via Job or added manually to Timesheet window.
May 3, 2017
Schedules with an associated Estimate, but no associated Job, allowing for the selection of Task statuses other than "Draft".
Tasks in Assigned status on the Schedule grid view not displaying staff role as expected.
April 18, 2017
Brief related alerts failing to go out unless user is specified as the AE or Job Contact.
April 4, 2017
Particular display option for Invoice printout incorrectly displaying expenses and therefore a displayed calculation.
External and internal expenses manually marked as "billed" still pulling into invoices.
March 29, 2017
Find list view for Internal Expenses showing a tick mark for all in list as "billed" even if there are non-billed expenses on the list.
Eliminate the storage and creation of "ghost" invoices (invoice has no invoice number, job name etc) that users cannot delete. Occurs if users abandon process of creating batch or multi-job invoices.
March 23, 2017
Removal of non-clickable tool tip on the Gantt view when hovering over horizontal dependency lines.
March 16, 2016
Users on a legacy version of an older Invoice printout style, seeing Expanded Summary and Status Reports being generated with Invoice.
March 15, 2017
Estimates moved to Submitted status not viewable to Estimate Contact Portal user.
March 9, 2017
Users who choose the "New Brief" alert, receiving both this alert, and the Brief Updated alert when a brief is created by a Portal user.
Clicking Save & Finish in old edit view of Schedules bringing up a random notice and not navigating you to grid view.
March 6, 2017
Portal users set as Job Contacts unable to view the Estimate PDF within the Portal if the Job has been moved to a different Company.
March 2, 2017
Job Details printout not showing the "To" column under the Schedule section of the printout.
Tasks due today not correctly displaying in bold text if the Task is lacking a due time.
The in-system alerts counter icon as well as the Quick Search bar now no longer re-render as you navigate from page to page.
When adding an Estimate, if user fails to fill in a required field and submit, then catches the mistake and does add content and submit again, the system refusing to acknowledge new content and preventing corrected save from saving.
February 15, 2017
Job Jacket printout not showing the Task "To" column when the printout is set to include the display of Job related Schedule.
On a Multi-Job Invoice, changing the PO number on the Invoice Basic Info tab is not being reflected on the Invoice printout.
February 7, 2017
Items saving multiple times if the Submit button clicked on very quickly.
Job level taxes being incorrectly over-written upon edit of a Multi-Job Single Invoice.
January 19, 2017
Security issue on urls for printouts viewable/ editable for fp. Portal users.
January 16, 2017
Users with the "Open Weekly Timesheet on Login" option on in their system, seeing that open as a new tab for every page change or refresh.
On List Maintenance when accessing the Role name list, cursor focusing into wrong field.
Shareable PDF rendering of Gantt View showing tooltips from hover overs in the web view.
January 11, 2017
Notes button on the Basic Info tab of any Job, connecting to incorrect set of Notes.
Multi-Job Invoice printouts with $0.00 tax values showing no subtotal and taxes below the Total line.
January 9, 2017
Email alerts for Tasks, for Tasks that do not have a set due time, are being sent to the user at midnight on the due date, rather than the day before.
On External Expense forms, users are having to click Save more than once to get the save action to take place.
Gantt View drag and drop shenanigans when using Firefox as browser. Cannot drag task more than one day back or forward.
Job number and name not showing up in Memo field during QuickBooks Online export.
Dependency lines on Gantt View misbehaving when you add Task dates and add dependency lines on same "visit" to Gantt.
January 4, 2017
Spacing inconsistent within dates and times on Task details pages.
Estimate breadcrumb missing a tooltip when hovering over Estimate number.
Sorting by Job Number on various list views not operating as expected. Sorting alphabetically on numerical list.
Alerts not going out for the Task Passed alert with filter on of "if Task is assigned to my role."
Fix to a client system where creating a Schedule from a certain template was creating a new Schedule that was magically multiplying rows of tasks.
Error message on Services tab of an Estimate under certain combo of user permissions
Gross Revenue Forecast report doubling values on bottom line because reasons.
Original Estimate not appearing in the main nav drop down menu upon creation of first revision version.
Expenses tab on a Job not showing the correct currency symbol as pulled from Office Preferences setting.
On the Client Portal, the field for "Client PO" showing the Project Name rather than the PO Number.
Removal of the button "Re-Export" for users who select Sassu as their Accounting Package.
December 20, 2016
Export error/ issues for users of accounting package Sassu Alaress.
December 1, 2016
Fix Version: tbd
Calendar filter subscriptions not refreshing in iCal & an error message when trying to subscribe to a Calendar filter.
Error when trying to open the Resources Link when using Safari as a browser.
Users seeing error when trying to access certain pages within their fp. system via saved browser bookmarks.
Updated rates not being applied/ saved when users are in the Advanced Management feature for staff rates.
November 22, 2016
Fix Version: tbd
Timesheets going into the ether if they are de-selected on an Invoice, and then save that Invoice.
November 15, 2016
Fix Version: tbd
Minor fix for QB Online syncing when an Invoice has been marked as Manually Exported. The fix prevents syncing issues later.
Report wrongly marking Billable Jobs with as asterisk, when it should be marking Non-Billable with asterisk.
Utilization Summary Dashboard tile failing to remember filters as expected.
Shenanigans on Estimate pages when estimating by staff/ role where editing one line is affecting the one above.
November 8, 2016
Fix Version: tbd
Users of Internet Explorer having trouble logging in when using their company unique fp. url. Issue stemming from use of underscores in url naming convention and IE domain name standards.
November 1, 2016
Fix Version: 10.27.75
Tasks on Weekly View are “remembering” former Service if the Service has changed since last week.
Tasks assigned to Roles on the Schedule, showing as blank on the Schedule printout.
Task List duplicating some names on CSV export.
October 24, 2016
Fix Version: 10.27.71
Task list as accessed via Resource Allocation not allowing due date changes to be saved.
Tasks not accepting a due date to be saved if there is no start date in place.
Bulk Edit tab on Schedule not displaying content in the "To" column even though Tasks in fact have assignee(s).
Invoice Find page and Quick Search by Invoice not presenting results when searching by an invoice number that includes a dash ie. 1054-0.
October 20, 2016
Fix Version: 10.27.69
On Gantt View, Tasks with a start or due time of noon, being swapped to midnight if that Task is clicked on.
On Schedule Grid View, on Services tab, search for a Service returning results from inactive Service Groups.
Bulk Edit view of a Schedule not
October 19, 2016
Fix Version: 10.27.68
Content in the "To" field on Bulk Edit of Schedules missing when new Task created.
When creating an Estimate from a Schedule, system not allowing for the selection of a different Rate Category.
Users with the Basic User permission set unable to filter Tasks on the Tasks/ To Dos view.
When exporting a Deposit Invoice that has tax(es), the amount is doubling upon import.
Multi Job Invoices incorrectly displaying "Batch" in their name on initial save from a edit. Self-correcting upon reload.
Selectable tick boxes on left side of Gantt View are too close to the left margin.
October 11, 2016
Fix Version: 10.27.66
Tasks with a blank Task Type, or the type of "Timeline Task" not appearing in the Tasks tab at the Company level.
CRM Report "New Business by Month Close and % Probability" not showing correct information in the Note Content column.
October 6, 2016
Fix Version: 10.27.65
Schedules that are created from an Estimate, when that Estimate in based on Role Rates, producing an error.
Tasks within a copied Task Group on a Schedule not displaying in correct order until page reloaded.
October 4, 2016
Fix Version: 10.27.64
Error incurred when Tasks reassigned from the Task List view accessed via the Resources Link.
Resource Link page not auto-refreshing when changes make on the Task List view accessed via the Resources Link.
Fix Version 10.27.63
A random "@" symbol appearing on hover over of a Task within the Calendar view, when that Task lacks a due date and time.
Filtering by Task Tag causing errors on the Schedule tab(s) as accessed via Task, Job and Estimate pages.
Gantt dependency lines not rendering correctly when a browser window is resized smaller.
October 1, 2016
Fix Version: 10.27.62
Task level alerts going to all members within a role, even though Task assigned to a specific person within that role.
Inactive staff members are showing in "Assigned To" fields for Tasks.
September 29, 2016
Fix Version: 10.27.61
Timesheets marked as "Billed" appearing as non-billed in Job Financials, and pulling to Invoices as unbilled time.
September 26, 2016
Fix Version: 10.27.58
Oddball dev code "foo" appearing at the end of each staff name when hovering over their initials on the Timesheets tab of any Job.
September 19, 2016
Fix Version: 10.27.57
Company names with a single quote, double quote or backslash in name, adding another backslash upon save.
Row order not being maintained when creating a Schedule based upon an Estimate.
Filtering by task status (ie. Assigned, Draft) not working when the Tasks/ To Dos tile given full width real estate on customized Dashboard.
Tabbing through a multi-line external expense is jumping cursor to bottom of page rather than to expected next field.
August 26, 2016
Fix Version: 10.27.50
IOS time tracking app not capturing the staff cost value of the tracked time.
August 22, 2016
Fix Version: 10.27.49
Billable Hours Recovered [By Client] report failing to load if expenses were added directly to a job, and not part of the estimate.
Job page, on the Task tab, the values for task variance improperly calculating.
August 19, 2016
Fix Version: 10.27.48
Find by Project results blank and unclear error message displaying.
Find by Company results blank and unclear error message displaying.
August 18, 2016
Fix Version: 10.27.47
Print menu on the Schedule view not correctly expanding to show printout options.
August 16, 2016
Fix Version: 10.27.46
Adding a Task using the Bulk Edit view, generating an error when that Schedule includes a larger number of Tasks.
Navigating between Staff members on the Staff Rates pages causing the link for “show advanced management” to disappear.
On the Job Summary tab, systems with a high number of Job Status options, unable to scroll to all those options.
August 11, 2016
Fix Version: 10.27.45
Staff Task Assignment report not correctly calculating the Estimated Billable values.
System not accepting words beginning with a lower-case letter when entered into any customized printout field that allows for wording replacement(s).
Bulk Edit mode of Schedules throwing incorrect error message when a user tries to save empty spaces in required fields.
August 8, 2016
Fix Version: 10.27.44
Company and Contact Find pages not allowing search by partial/ non-url formatted wording in the website address field.
August 4, 2016
Fix Version: 10.27.43
Renaming straggler examples of “Supplier” to “Supplier/ Vendor.”
Schedule tab on Estimates and Jobs, not properly filtering content by Task Tag.
July 27, 2016
Fix Version: 10.27.42
Timesheets marked as “Posted” still displaying the icon as “Unposted” in the list view for Timesheets.
Correcting all printouts to show the word “Subtotal” rather than the incorrect “Sub Total.”
Invoices moved from one Batch to another are showing correct Batch Name, but breadcrumb not updating.
Tasks incorrectly swapping out the Assigned By person, when the Task goes from an Assigned state, to an In Progress state.
Searching for Companies by virtue of a Custom Field failing to return expected results.
July 26, 2016
Fix Version: 10.27.41
Admin > System Set Up > Printing Preferences. Remove the implied sorting option for the column header Printout Type.
July 25, 2016
Fix Version: 10.27.40
Inability to create an Estimate from a Schedule.
July 20, 2016
Fix Version: 10.27.39
Allow users to add new Tasks to a Schedule on the new grid view, when the total number of Tasks goes below 300.
Update Task Total values as total number of Tasks goes below or above 300.
Tooltip stating that a schedule grid function is disabled, stays on screen unnecessarily.
Task Find routine when searching by the Assigned By field, yielding incorrect results.
Tasks/ To Dos dashboard tile not displaying correct results when filters in place.
New Schedule grid view not allowing horizontal scrolling when in edit mode.
July 12, 2016
Fix Version: 10.27.34
Invoice Find list view not displaying Project Name content, when users choose to include Project Name as a Manage Columns option.
Available Staff Resources Report not generating properly if the month of June included in date parameters.
July 11, 2016
Fix Version: 10.27.33
Total column on the New Business by Account Executive and Qualification Level report including hours, when it needs to only total dollar values.
July 4, 2016
Fix Version: 10.27.32
Inability to associate an existing Tag to a Task.
Remove limit of only showing 30 Contacts on a Company Details printout.
June 24, 2016
Fix Version: 10.27.31
On Schedule Grid View, mouse cursor should only show when hovering over an editable item.
June 22, 2016
Fix Versions: 10.27.30 | 10.27.28
Jobs tile on Dashboard implies you can sort by columns for Budgeted, Actual and Invoiced when you actually cannot.
System not properly enforcing password security settings as selected in System Preferences.
Profit Summary Dashboard tile, tool tip for +/ - showing incorrect calculation.
June 16, 2016
Fix Version: 10.27.27
Unable to edit and save Tasks using the Bulk Edit tab, if the Schedule was created from a Schedule Template.
Schedules in excess of 300 Tasks, not updating Task count as you delete Tasks.
Schedules in excess of 300 Tasks, when number of Tasks reduced, action buttons failing to be re-enabled.
June 14, 2016
Fix Version: 10.27.26
Bulk Edit tab on Schedules not correctly saving Task content if that content includes quotes or backslashes.
Schedules created based on a Schedule Template, failing to include all the Tasks that are a part of the template.
Unable to successfully move a Task from one Schedule to another.
June 13, 2016
Fix Versions: 10.27.22 | 10.27.23 | 10.27.24
Service Group row failing to print on Invoice printouts.
Schedule cannot save due to system misinterpreting a space in Task description as null.
Error message when trying to delete Tasks.
Copying a Schedule failing to include the Services that were part of original Schedule.
June 9, 2016
Fix Versions: 10.27.19 | 10.27.20
Service Group descriptions not showing on Invoice printouts.
Tasks are not associated to the Job, when Schedule is made from a Schedule Template.
Schedule view not showing Actuals, even though time has been tracked to a Task on Schedule.
June 8, 2016
Fix Version: 10.27.17
Clients on Australia-Pacific server unable to create and save stand alone Tasks. Tasks only created if a Schedule exists.
May 31, 2016
Fix Version: 10.27.25
Special characters in Task Comments, Task Titles and Task Descriptions are saving incorrectly, and showing oddly on-screen.
New Schedule Grid limiting your option to select a Service once, even if that Service is part of several Service Groups.
New Schedule Grid creating a new Task Tag, based on an errant blank space at start or end of same tag word.
May 26, 2016
Fix Version: 10.27.10
Deposit invoice showing as status of Outstanding, when balance is $0.00.
Modal generated when opting to bulk delete several $0.00 line items from an Estimate, displaying off to one side.
On the Job Summary tab, the Task/ Time widget incorrectly categorizing tasks without any due date as “late.”
Schedule Detailed printouts displaying an odd time format when the affiliated tasks in fact had no due time set.
Captcha failing to appear after 3 incorrect login attempts.
PDF printouts of list views failing to display the report parameter(s), if that parameter was chosen from a single-select magnifying glass field type.
May 17, 2016
Fix Version: 10.27.9
External Expenses appearing inconsistently in the Actual (Exp) column of the Estimate, Actual & Invoiced Dollars by Company, Project & Job report.
Line spaces/ hard returns not displaying upon save on Interim and Final Invoice Description fields.
May 10, 2016
Fix Version: 10.27.7
Emails not getting captured as Notes via Connect to Email feature.
Gross Revenue, Outsourced Costs and Net Revenue Forecast Reports not running unless you select at least one Estimate Type.
Incorrect wording on certain descriptions of Task Alerts and how they can be further filtered.
May 2, 2016
Fix Version: 10.27.4
Brief Find by the field of (Brief) Status generating a list of results that includes other statuses as well.
Estimate printouts that use a brand template and/ or do not show the company logo, adding a large top margin of white space.
Net Revenue Forecast Report throwing an error if you do not select an Estimate Type before generating report.
Error appears when trying to use the quick company add button from a Contact Add page.
Job Details standard printout failing to display content in the Schedules section, even though Schedule data exists on the Job.
April 21, 2016
Fix Version: 10.27.2
QuickBooks Online users seeing a Post button rather than an Export button on Invoices and Expenses.
Users above a certain number within a Role, not appearing as selectable on Schedule View in the To column.
Connect to Email feature not properly working for clients on Australia-Pacific region server “Gold”.
April 15, 2016
Fix Version: 10.27.1
Preview New Schedule tab only showing 100 Task Groups/ Tasks when more in fact exist on Schedule.
April 7, 2016
Fix Version: 10.26.65
Invoice not using the default A/R account set for same Company
Snooze link still clickable on expired in-system alerts
Oddball data and time data showing at Task Group level on Schedule printouts
Contact Find routine by Qualification or Source not rendering results
Office selected when creating a Deposit invoice at the Company level not saving to the selected Office
Note Content on a printout of Note List view displaying html tags
Systems on server forAustralia-Pacific region not seeing Task level report in Reports module
April 5, 2016
Fix Version: 10.26.64
Tax amount on External Expense list view printout being multiplied by 16.
Changing an Invoice to be for another Company on the Job, disables the option to revert back to the original Company of that Invoice.
Month view of Calendar failing to properly display all events slated for last week of that month.
Task/ Time Summary tile on the Dashboard, categorizing Tasks without a Due Date as “Late.”
Link within the email alert for “Job Contact Added” takes user to a blank page, rather than the related job details.
April 1, 2016
Fix Version: 10.26.63
Tasks/ To Dos Dashboard tile unable to properly display Task names that include the pipe (“ | “) character.
March 22, 2016
Fix Version: 10.26.62
Totals at the Task Group level are not showing on the Schedule Detailed printout.
Fix Version 10.26.61
The words “management” and “time” being incorrectly capitalized within sentences on the Schedules module.
Multi-job invoice payment not coming back from QB Desktop to fp.
March 14, 2016
Fix Version: 10.26.60
Contacts still getting alerts for Tasks that no longer exist, following a system wipe.
March 11, 2016
Fix Version: 10.26.59
After deleting an internal expense from an estimate and saving change, value not updating and error message showing.
Efficiency [By Staff] Report failing when more than one staff member picked.
March 7, 2016
Fix Version: 10.26.55
Task content misbehaving on Preview Schedule tab, if double quotes included in content.
French accents included in Jobs, Tasks and Events not displaying correctly once saved.
After applying a Deposit to an Invoice and clicking save, the Deposit applied amount is doubled, but the applied amount on the Deposit tab for the job shows that only the entered amount has been applied.
February 19, 2016
Fix Version: 10.26.51
CSV Export of Job list view not loading properly.
Second page of Efficiency Report [All Staff] is squished, and not displaying top rows properly.
February 12, 2016
Fix Version: 10.26.50
Error when posting a batch invoice to QB Desktop and QBOE.
Error when trying to run a full sync during QB integration setup.
Link sent in the Notify Client message on an Estimate, was not redirecting correctly to the fp. Portal.
Files in .tiff format not downloadable after being uploaded into an fp. system.
Outsourced Forecast report failing when multiple Estimate Types are selected.
February 2, 2016
Fix Version: 10.26.48
Comments associated to deleted tasks remaining orphaned in system.
January 29, 2016
Fix Version: 10.26.47
Particular block in configured estimate printout not displaying taxes on printout.
Connect to Email feature issues when using feature at company level, and when company name includes commas.
January 25, 2016
Fix Version: 10.26.42
Screen greying out when trying to create printouts in Safari.
Error encountered when posting batch invoices using QuickBooks Desktop and QuickBooks online.
Manual export not functioning when there is a negative balance on an expense.
January 15, 2016
Fix Version: 10.26.36
Invoiced vs Actuals [All Clients} report pulling data from non-client companies.
Links in email notifications for fp. Portal users switching from non-SSL to SSL, and causing links to be malformed.
January 8, 2016
Fix Version: 10.26.32
Viewing Resource Allocation for one Office, showing staff from other Office(s) as well.
December 18, 2015
Fix Version: 10.26.30
Blank mark-up percentage values on external expenses on estimates, will convert to 0.00% upon estimate save. Prevents calculation errors from occurring.
December 11, 2015
Fix Version: 10.26.26
Variance hours data for tasks not displaying on task details pages.
Estimate Printouts displaying excess white space to accommodate for data that is non-existent.
November 16, 2015
Fix Version: 10.26.19
Invoice flag of “Not Synced” failing to remain in that status, and causing sync errors with middleware.
November 10, 2015
Fix Version: 10.26.19
On-screen view of uploaded Brand Templates appears incorrect.
Print Parameters option not displaying the entered alternate address information on batch invoice printout.
November 2, 2015
Fix Version: 10.26.18
Full sync to QB Online causing invoice status changes and errors.
Full sync to QB Online not populating invoice table.
October 30, 2015
Fix Version: 10.26.9
Newly created invoice defaulting to calculate from estimated values, although default set to calculate from actual values.
October 17, 2015
Fix Version: 10.26.18
Daily exchange rate in QB Online not being applied to alternate currency invoices.
October 16, 2015
Fix Version 10.26.6
Bug Fix: Copied Estimate from Actuals not pulling dollar values for service rate based estimates.
October 14, 2015
Fix Version: 10.26.4
Multi line expense form not printing in correct order when expense lines have been re-arranged.
October 6, 2015
Fix Version: 10.26.3
Job Jacket & Job Details displaying year as 1969 for due date.
Server issue causing Apple Watch App to be unusable for clients based in Australia.
Fix Version: 10.26.2
Taxes not calculating on correct services and expenses within an estimate.
September 21, 2015
Fix Version: 10.26.1
Job Jacket printout not showing schedule information.
September 17, 2015
Fix Version: 10.25.1
External Expenses on an Estimate not displaying in the correct row when that Estimate is converted into a Schedule.
September 8, 2015
Fix Version: 10.24.5
Job Report called “Job Team Printout Including Company Details” not generating.
Deleting custom dashboards limited to deleting only one when accessing the Customize Dashboards window.
Company related printout displaying html tags when that company record includes company notes.
August 31, 2015
Fix Version: 10.24.4
Company and Contact data workbook import adding quotes to records.
Choosing not to display Key Contact column in Brief list view causing error/
Brief list view showing Key Contact and Created By as same person, when in fact are not.
August 21, 2015
Fix Version: 10.24.2
Certain clients unable to add new Estimates.
Pinned notes not properly appearing on pinned note Dashboard tile.
August 10, 2015
Fix Version: 10.23.26
Double translation occurring when systems replace the word Job with Project, and replace the word Project with any other word (i.e.. Campaign).
Certain printouts incorrectly displaying a balance in budget column as -0.00.
Brand templates not displaying correctly for Invoice printouts.
Estimate detailed printout displaying superfluous lines/ white space in second header option.
Estimates with a negative value on Internal Expenses not saving.
Estimate printouts not properly displaying ampersand character in Service Group names.
Find Contact feature not returning proper results when searching for contacts by skills or skill levels.
August 5, 2015
Fix Version: 10.23.28
When invoices in fp. are updated, and a sync to QuickBooks performed, the data is not changing on the QB side.
Button in fp. not changing to read as “out of sync” when an invoice in the status of Exported gets modified in fp.
July 29, 2015
Fix Version: 10.23.25
Estimate Detailed (Printout) displays all the hours in the Billable Total Time row, in spite of certain services not being checked off to print.
Batch invoices not displaying all the invoices that were part of the batch, under the Batch tab.
July 28, 2015
Fix Version: 10.23.21
Unable to edit Estimate (Printout) in Admin, or generate Estimate (Printout).
Fix Version: 10.23.24
When using the Schedule Detailed Printout, when multiple Offices in place, the wrong Office logo is on the printout.
The Connect to Email button on the Job page is generating the wrong dialogue box, and missing the CC email address.
Legacy printout for Invoice (single) has Total dollar value line shifted down by one line.
July 13, 2015
Fix Version: 10.23.25
Batch invoices missing under the Batch tab.
July 10, 2015
Fix Version: 10.23.12
Email alert generated from a update to a Pinned Note showing old content, rather than the updated note content.
Error message showing when marking an invoice as Posted using accounting package of Simply Accounting 3rd Party.
Gross Profit Report incorrectly calculating the total gross profit percentage row.
Schedules created that do not yet have any task rows added, failing to appear in find routine list view for schedules.
Single invoice payments not updating fp. systems during sync to QuickBooks.
Connect to Email feature populating the To line of the email, rather then the Cc line.
Printed version of Task Find list view, displaying error message rather than due date.
June 30, 2015
Fix Version 10.23.10
Invoice batches of multi single invoices not showing invoice terms on each invoice.
June 26, 2015
Fix Version: 10.23.8
Non-latin characters in Task Comments area converting into question marks once saved.
June 24, 2015
Fix Version: 10.23.9
Expense Find list is showing the incorrect data - transaction ID is showing as COGS number and a random name is being shown as the COGS name.
June 23, 2015
Fix Version: 10.23.7
Error when trying to send invoice to client via the Notify Client button option.
June 17, 2015
Fix Version 10.23.3
Inability to add text into the Note Details area of a Job when accessed via the fp Portal.
June 17, 2015
Fix Version: 10.23.2
Inability to upload a PDF Brand Template to system.
June 15, 2015
Fix Version: 10.23.5
Tax column on the Invoice Find screen not displaying the correct tax amount(s) for Batch Invoices.
June 12, 2015
Fix Version: 10.23.4
Payment Notes options under List Maintenance displaying incorrectly when using Safari browser.
Running the Service Group, Service, Role or Staff Export and setting Area of Focus to staff is producing an error.
Batch Invoices are not pulling in the correct AR account.
Exporting payments for Batch Invoices not working.
June 1, 2015
Fix Version 10.21.2
Actual invoice amount doubling when creating invoice and calculating from “none.”
May 29, 2015
Fix Version 10.20.16
Batch Multi Single Invoice not adding taxes to invoices.
May 28, 2015
Fix Version 10.20.15
Print All option not taking Office into account.
May 19, 2015
Fix Version 10.20.13
Revenue Schedules adding duplicate lines on save.
Totals of revised estimates within a Project not matching Project estimate totals.
May 14, 2015
Fix Version 10.20.8
Quickbooks Customer is inactive error message.
Internal expenses duplicating on Invoices.
Work Calendar duplicating office holidays to staff holidays.
New Business by Month Close and % Probability will not run if AE has accents on name.
Invoice Find for outstanding invoices list invoices that are paid.
May 6, 2015
Fix Version 10.20.10
Error when running Staff Task Assignment report.
April 20, 2015
Fix Release Version 10.19.3
Deletion of Briefs not in fact completing the deletion process. Brief still in system.
Top portion of on-screen Invoice calculation not matching bottom portion. Out by one penny.
Project details page, top portion of on-screen Invoice calculation not matching bottom portion.
April 6, 2015
Fix Release Version 10.19.1
State not properly printing on custom batch invoice printouts.
Timesheet Review [Detailed] report incorrectly interpreting dates.
Adjust Dates feature on Schedule not properly adjusting dates.
Invoice Printout that includes the Summary is pushing the invoice itself to 2 pages when should all fit on first page.
Batch Invoices showing invoices with a status of Outstanding, when all invoices within the batch have been paid.
Invoice printouts not displaying Address Line 2 of client company addresses.
March 24, 2015
Fix Release Version: 10.18.29
Canadian Tax Codes causing a Business Validation error.
Broken styles on the In/ Out Board.
Quick Task creation from Dashboard Tasks/ To Dos tile has broken start date calendar button.
Insertion Orders with more than one line are showing all the lines as Billed, even when only one line is marked as Billed.
Job Task Report column headings not aligned correctly.
March 16, 2015
Fix Release Version: 10.18.28
US clients pushing invoices to QB Online encountering an error for a missing required parameter line.
March 9, 2015
Fix Release Version: 10.18.26
QBOE Second payments do not come back in fp.
Task Description>hard returns format not carrying over to email notifications.
Expenses syncing to wrong vendor QB Online.
February 23, 2015
Fix Release Version: 10.18.23
Expenses in fp. not syncing to QB Online.
Enable Canadian sync with QB Online.
Find Contact custom field not finding correct data.
On Estimate the last service group is totalling with it's at the end.
Invoice with Summary Printout not showing all internal expenses.
Pinned Notes on Dashboard does not sort.
Manage columns not showing Est# on Schedule Find.
February 16, 2015
Fix Release Version: 10.18.22
Not able to see Deposits that were attached to a project and removed from the project.
February 10, 2015
Fix Release Version: 10.18.21
Description on PO is not flowing correctly over 2 pages.
Can pin note to dashboard, can unpin note, but nothing happens.
Project add > company name search with apostrophe not resulting correctly.
January 28, 2015
Fix Release Version: 10.18.17
Outsourced Costs Forecast report not displaying amounts correctly.
Receiving email alerts when they are not on jobs
Portal login display issue when using "Campaign" instead of "Project".
On Dashboard load : An error has occurred. Please contact support.
Summary Tab no longer showing inactive staff time.
Receiving error message when logging into Function Point.
Error when creating a Brief when date is set as a required question.
URLs with "=" or "#" are pasted in the Task Description box are not being properly formatted as hrefs.
Double quotes on Invoice Line Item Description causing incorrect returns on QuickBooks Online Manual Accounting Export.
Timesheet window opening with incorrect data.
January 26, 2015
Fix Release Version: 10.18.16
Protect system from loading a file directly from http request.
Bug Fix: Import for Companies and Contacts changes accents.
January 15, 2015
Fix Release Version: 10.18.13
Duplicate alerts for Overdue Jobs.
January 12, 2015
Fix Release Version: 10.18.10
Revenue schedule has external expense amounts but they're showing as "N/A" in the revenue forecast report.
Expand/Collapse arrows on Add Service modal within the Estimate Details not functioning.
Printing issue -- with Invoice and Status Report combo showing repeating Service Groups.
Batch Invoice print-outs (Single batch Invoice) not showing PO# entered on Invoice Details page.
Contact Find only returns 45 records when client has 900+ records in database.
December 30, 2014
Fix Release Version: 10.18.8
Contact Find does not return all records with Mailing List flagged as "Yes".
Job Marked as Invoiced still sending late/overdue job alerts.
Disabling comments on a note does not disable comments on a note.
December 17, 2014
Fix Release Version: 10.18.6
Interpolated fields do not require a table mapping.
December 16, 2014
Fix Release Version: 10.18.5
When there's a substantial amount of data on the Profit Summary dashboard tile it either crashes the browser.
Unexpected behaviour of the ACT column in the Tasks/To Dos tile on the Dashboard.
Invoice Single Printout - Not Showing Job Image.
New Roles missing associated rate records.
Unable to add items in Admin when there are no items in system.
ISTotal on Invoice Find/List screen only shows IS total of first docket on Batch Invoice.
Deleting line items on estimate causes popup box to display line count instead of name.
When you create a new service, the system automatically fills in each
rate category's default rate into each of the staff override fields.
December 3, 2014
Fix Release Version: 10.17.3
The description field of the Estimate Terms and Project terms in list maintenance is not viewable or editable in Safari.
Tooltip description in html.
When creating a new Internal (hourly) Service, an error message appears that says "Failed to add taxes to internal service ID: 52
When editing a "Company Name" on the "Project Detials"page, Submit displays html tags <br> in modal message.
Holidays added to Work Calendar don't show.
Timesheets saving task details when stored as blank task item.
Utilization Tile Percent not calculating to filter preferences.
When user goes into a note and decides to italicize the font by clicking "i" you can not un-italicize the text you italicized.
November 19, 2014
Fix Release Version: 10.17.1
Non fp.Accountant (and manual) Expense Line Item Update.
November 17, 2014
Fix Release Version: 10.17.0
Non fp.Accountant Export Workflow Update.
Add ability to search and view the type of expense (View Type).
November 13, 2014
Fix Release Version: 10.16.3
Estimate - fpGrid - Staff/Role Deletion Bug.
November 12, 2014
Fix Release Version: 10.16.2
Client receives Error message attempting to delete a Contact record.
Error when running Job List by Client report.
Utilizing the Sync Estimated Hours feature on the Estimate Details page causing indefinite spinner.
URL Link on new email alert does not allow user to log into Function Point if they are using Internet Explorer 10.
November 6, 2014
Fix Release Version 10.16.0
Data missing in Date description Field.
On the Financials tab of a Job's Details page, expenses have a "u" beside them to represent units (instead of "h" for hours).
November 4, 2014
Fix Release Version 10.14.1
Users cannot Attach files when on Task Add/Edit Page.
Save Notice on Estimates when deleting lines showing HTML code tags.
October 28, 2014
Fix Release Version 10.12.4
Export List from External Expense find list returns "Bad tree structure: first indent must be 0".
October 20, 2014
Fix Release Version 10.12.1
Estimate Contact not returning correct contact names based on entered string.
Submitted Brief email alert link re-directing user to Brief Add page and not Brief Details page.
October 17, 2014
Fix Release Version 10.11.13
If a client sets up a brief template with one of the pages not visible on the client portal, and this non-visible page has mandatory fields, the portal submit will not allow the form to go through because it says they have not filled in manual fields.
October 16, 2014
Fix Release Version 10.11.10
Note Details page rendering incorrectly when clicking on Note Email alert link.
October 10, 2014
Fix Release Version 10.11.8
Bug Fix: User cannot set Negative Deposit Invoice to Exported via Manually Export option.
Bug Fix: User cannot export Project level Invoice (created as Single Invoice) into Simply Accounting 3rd Party accounting package.
Bug Fix: Mapping invoice is lost on QuickBooks account (Mac CDN).
Bug Fix: Unpost and Mark as Manually Exported when fp. Accountant export fails.
Bug Fix: Batch Invoice Email PDF Printout via Notify Client not being generated correctly.
Bug Fix: QuickBooks Online 3rd Party CSV export not exporting Service Descriptions correctly.
October 5, 2014
Fix Release Version 10.11.4
Bug Fix: The "setup quickbooks file path" page saves and redirects to "setup quickbooks integration" when the select box in the form changes value.
Bug Fix: "Submit" button on Client Portal password reset screen (inside Client Portal) missing CSS styling.
Bug Fix: External Expenses marked as "Manually Exported" sets back to Unposted after sync with fp. Accountant V2.
Bug Fix: Can't Create Deposit Invoice - OfficeID must be provided.
September 29, 2014
Fix Release Version 10.11.0
Bug Fix: List Maintenance - Setting "No Default Value" - not working.
Bug Fix: User is able to set an Inactive status as a default status.
Bug Fix: Confirmation and/or page re-direct when user reset password within Client portal application.
Bug Fix: No details are displayed on the PDF printout from the portal.
Bug Fix: Can not post negative invoices for manual exports.
September 15, 2014
Bug: When a user print outs the Timesheet List PDF, the "Posted" column divider lines are misaligned and are overlapping over the column label.
Resolution: The column width for the 'Posted' column is now fixed.
Bug: Payment status on deposit status change when applied amount = total deposit value.
Resolution: Remove code responsible for changing status on use of deposit.
Bug: Phantom Batch Invoices appear on Invoice Find List Results.
Resolution: Batch invoice records do not have an invoice id so empty links were being generated on list views.
Bug: Long Project Codes are not wrapping on Job Find List PDF causing values to overrun into next column.
Resolution: Configured Project codes with 7+ character long codes to show correctly.
September 9, 2014
Bug: Page Break on Service Group Description causing significant white space on PDF printout.
Resolution: Phases now flow across pages without strange page breaks. The result is the right-amount of white space on PDF pages.
Bug: "Add a service" link on empty Service Group within Service Groups detail page not functioning.
Resolution: Variable naming error was fixed. The link will now work as expected.
Bug: The "Submit Request" button at the end of the Create a New Request form within the Client portal does not do anything when clicked on. No error or warning message appears.
Resolution: Message will now indicate occurrence.
August 27, 2014
Bug: "Dismiss All" option on Alert modal dropdown located on top section of application not functioning.
Resolution: Added missing JS library to the main console JS manifest (config.json). Fixed the problem.
Bug: Multi-Job Summary Report displaying incorrect Expense information.
Resolution: Group external expenses by expense type and round quantity to 2 decimal places.
August 18, 2014
Bug: List Maintenance - Setting Classification > does not default in Company add page.
Resolution: Changed failing if clause to check correct condition.
Bug: Staff Utilization report does not display data with Groups feature “ON".
Resolution: js processing function was segmented into admin js file
Fixed by moving function into report related js file.
Bug: "Docket" string is not being translated in system message.
Resolution: String now run through translation routine.
August 14, 2014
Bug: Custom Fields not exporting on Contact Find Routines.
Resolution: custom fields weren't added into default columns included in the CSV, fixed by adding defaults.
Bug: List Maintenance setting - "Use default value on find pages" is not working.
Resolution: Fixed by making sure default for find pages is being set as a combination of default + default on find pages
Bug: On the Job List view and the Manage Columns area of the Job List view, there are fields called "Retainer Invoiced" and "Retainer Remainder". These fields refer to the value of Deposit Invoices and should be renamed to "Deposit Invoiced" and "Deposit Remainder"
Resolution: Terminology was renamed to match accordingly.
Bug: When a user wishes to generate a new Estimate from a Schedule they receive an error message.
Resolution: changed estimate add from schedule to use json technology.
Bug: The Profit Summary graph on the dashboard shows inactive status when you edit the preferences (click the little gear button).
Resolution: Changed to not show inactive job statuses in profit summary kpi.
August 8, 2014
Bug: Breadcrumb broken in Notes and Email Template.
Resolution: One line change to direct user to proper admin panel.
Bug: When a user navigates to the Reports module and selects a report to be ran, the parameter page's Submit button does not respond when clicked.
July 28, 2014
Bug: Default Payment Method does not default for new Invoices created.
Resolution: Fixed by ensuring that default payment method is being populated.
Bug: When a client utilizes the Notify client option to send out a PAR Invoice PDF through Function Point, the system is still sending the Legacy printout.
Resolution: issue was specific to multi-job invoices and the proper printout is now being pulled.
Bug: If you change the Rate on the Estimate in order to carry back a recent change on your Internal Service rates (Company level rates), it will zero out all your Timesheet values for that Job.
Resolution: Resolved by making sure that the Show Advanced management" and "Carry back rate is active at time of change.
Bug: If under ADMIN > System prefs > Bill tab, you have "Use with validation by total internal services" selected for the Earned Revenue Schedule drop down, then you get the old button for Add Revenue Schedule Line on Estimates.
Resolution: upgraded page to use new buttons.
July 21, 2014
Bug: If you try to do a Contact Find, and use the Industry Type field, the results include more contacts than it should.
Resolution: Added industryTypeID as an allowable query field.
Bug: When client performs an Invoice Find (no filters/parameters) and clicks the "Export Invoice to Accounting System" option on the Invoice list page, the system returns an error message that states that "Office ID must be provided".
Resolution: Function that generates invoice export list tried to use officeID variable that it didn't have fix: removed reference to officeID variable.
Bug: User with apostrophe in name is not able to login.
Resolution: Fixed the password generation to strip out all invalid characters from default password.
Bug: Admin breadcrumb generating blank page.
Resolution: Fixed linkage.
July 7, 2014
Bug: Change My Password - Submit button not working.
Resolution: Resolved by saving the results in new mechanism.
Bug: Staff Hire date - can't submit year < than 1990.
Resolution: Date picker dates can now be as early as 1970-01-01. Please note this is the earliest date we can use with our system.
July 2, 2014
Bug: State and Country values that do not exist yet in Salesforce are inserted to the database.
Resolution: At the moment, the only way to make it work is to use the freeform field in SalesForce.
Bug: Find list view searches not refreshing instantaneously.
Resolution: Relates to overly aggressive search caching and will be addressed by enhancement.
Bug: Performing a Timesheet Find and specify the a Staff Name AND a batch name/number; the system returns ALL timesheets from the system.
Resolution: Fixed query that is used in find routine on the timesheet find view.
Bug: When user navigates to Note and Email Templates, user will receive indefinite spinner on page.
Resolution: Fixed table layout in database.
June 23, 2014
Bug: Currently client portal includes inactive office as an option to pick from.
Resolution: Fixed by showing only active offices in list.
Bug: In the portal - the action to view an estimate PDF prior to approving or declining - it will not let you click on the link to view estimate
Resolution: Fixed UI to show when estimates do and don't have associated briefs.
Bug: When trying to create a note template in the admin section, after saving the note, the note "freezes", the buttons disappear and then the note cannot be edited.
Resolution: In order to fix this, page was updated to use a different grid and sorting mechanism.
May 30, 2014
Bug: When you are on the invoice find for invoices you have a job type field but once you search the field is not turned into a column nor is it an option for manage columns
Resolution: Added to the end of the CSV so we don't make any changes to current CSV output order.
Bug: Using the workdate to find a list of timesheets does not accurately take the date format.
Resolution: This is an issue caused by "may 1" being a substring of "may 18" and replacing it before "may 18" can be properly processed. Has been fixed so that bigger dates are processed first.
Bug: When you can generate from the Task Find list view. It's only showing one or no lines on it.
Resolution: Fixed bug with job task report from new list views.
May 26, 2014
Bug: Timesheet find by filling in the task name or number and clicking find timesheet brings up unexpected results.
Resolution: fixed by adding mapping to taskID - mapping did not exist before
Bug: After completing a job find and clicking on print the job list option the pdf does print however the +/- column does not calulate on the total row.
Resolution: The calculations for the total values were trying to subtract a string with brackets as negatives "(XXX.XX)" instead of using the minus sign.
Bug: Expense Find- find by office does not give correct results
Resolution: Office field was mapped incorrectly, that has been fixed.
May 20, 2014
Bug: Currently all line items on a multi-line expense have their own export buttons, but they are all linked to the same export status of that invoice. So when they click on each line's export button, the status of that invoice goes from unposted -> posted -> exported. Since the button status of line 2 doesn't update until user clicks on it, it seems like the export status jumped directly from unposted -> exported.
Resolution: Modified external expense list to show parentage so export button only shows on parent when multiple line items
Bug: Brief PDF template, the page breaking on the printout appears to be causing massive whitespace and gaps.
Resolution: Fixed page break on description length.
Bug: Sassu batch export page does not allow for mass posting.
Resolution: The export button mechanism has been changed for both invoices and expenses. So the bulk export, and single exports all need to be checked.
Bug: Schedule find view estimated amounts don't match the actual schedule.
Resolution: Remove condition for taskGroupID not null because taskGroupID is never null.
Bug: When a user wishes to download all printable (PDF) versions of their Invoices via the Invoice List - Print all option, it currently doesn't download all Invoices from the Invoice result list.
Resolution: Fixed by altering query to pull based on batchInvoiceID rather than invoiceID
Bug: Can not Find for batch invoices on timesheet find.
Resolution: Fixed by allowing find to accept lower and upper case strings too.
May 13, 2014
Bug: When a user performs a Timesheet Find and returns 30+ results and selects the "Post" option, the "Please Wait" spinner sits there indefinitely.
Resolution: Fixed bug with response message on posting timesheets from list.
Bug: It appears to be that the system is attempting to bill a timesheet twice.
Resolution: Fixed bug where invoice service with a lot of invoiced timesheets were not removed properly.
Bug: When exporting an invoice to CSV the export is blank.
Resolution: If an invoice is in Posted or Repost then it would show up in an export of Sassu accounting package. Then it would set the invoices to Exported.
Bug: Selecting the Editable List View option, the loading spinner appears indicating that the list is still loading. However it sits there indefinitely and will not allow user to interact with the result list
Resolution: Ignore the sort order in the front end list view if the column to be sorted doesn't exist.
Bug: When a user print outs the Timesheet List PDF, the "Posted" column divider lines are misaligned and are overlapping over the column label.
Resolution: The column width for the 'Posted' column is now fixed.
March 19, 2014
Bug: Staff details, on the staff details page there is an option to check to view weekly timesheet view. When you select the option and save it then log out and back in the select has reset itself not to be checked.
Resolution: save state now secure.
March 10, 2014
Bug: Page Breaking on Estimate Details Internal leaving significant white space
Resolution: Updated page breaking behaviour on estimate details printout
March 5, 2014
Bug: payroll Report not calculating billable column and non billable column correctly. Totals are not correct.
Resolved: fixed calculations
Bug: the sort order for notes is based on the staff name then the role name.
Resolved: Query needs to be changed to use the role orderBy, not the role name
February 21, 2014
Bug: Notify Client invoice options
Resolved: added expanded printout to available printout options
- going forward if you want to add more to the notify clients drop down menu, you need to do the following:
- Duplicate those two lines and add the appropriate ENUM for the report type
Bug: Email Template: not ordered Correct
Resolved: Sort Order correct
Bug: System does not REPOST Invoices that have been previously EXPORTED after user edits them. - Fp. Accountant V2
Resolved: changed status of invoice to re-post after updating exported invoice (when using fpA)
Bug: Custom fields can not be created or edited
Resolved: fixed bug where custom fields could not be saved because of deleted file
January 30, 2014
Bug: When you try to change the rate on the timesheet pop-up window the rate changes but when you click submit and then go back to it, the rates changes back to the original rate
Resolved: Fixed bug where applied billing rate was ignoring any overrides set by user for timesheet quick add/edit
January 27, 2014
Bug: Portal Permissions - Files Tab Display in Portal
Resolved: changed portal files tab to be available if user has estimate or docket view permissions
Bug: Expenses amounts on invoice change to weighted after override used.
Resolved: Expense now are not an average of the override.
Bug: If you create an invoice from actuals the checkbox for expenses is highlighted and the override amount shows up but if you uncheck and try to recheck the override amount stays blank
Resolved: changed invoice line functionality so item overrides clear under more specific circumstance.
Bug: exported status invoices are showing in posted finds and list view.
Resolved: fixed bug where invoice export status on invoice list did not match actual export status
December 9, 2013
Bug: Legacy invoices service descriptions not printing.
Resolved: Fix to show new invoice service descriptions in legacy printouts.
Bug: Invoices tab on jobs not showing payment status and balance correctly.
Resolved: Fix for setting paid status on invoice.
November 20, 2013
Bug: The Lead Creative and Creative leads are not being added in as Job Contacts.
Resolved: Client leads and creative leads are now listed under contacts.
November 8, 2013
Bug: When you are on the invoice details page and you are on the edit service page and you decide to click on printing preferences and start to fill in address and press tab it tabs through the back page not current window.
Resolved: Fixed invoice details bug where print parameters dialog tabindexes where not high enough to avoid overlapping with phases and services.
Bug: Description of expenses are being picked up by the first expenses line description created against the job.
Resolved: Fixed bug where service descriptions were not being populated properly when invoicing from actual.
Bug: System payment terms not defaulting on invoices.
Resolved: Fixed Invoice Create not bring in terms.
Bug: Expenses are doubling on invoices when creating a invoice.
Resolved: Fixed bug where double clicking on invoice timesheet/expense caused multiples to appear (now prevents event from firing twice).
Bug: Deposit invoices not calculated in remainder.
Resolved: Issue was with feature not being carried over, updated to maintain consistency with old system (in filling in deposit items based on header clicks.
Bug: New Invoicing Module - When client edits the details of an Invoice (NOT THE LINE ITEMS), the "Expand Invoice Line Items" checkbox becomes unchecked.
Resolved: Fixed bug where expand invoice lines was being overwritten on invoice edit.
October 30, 2013
Bug: Service not appearing when adding from Estimate "Add Service" option.
Resolved: Fixed an issue where estimate services are not visible until page refresh. This affected Internet Explorer users when adding new services on the edit services form.
Bug: When you double click on the docket details 'edit' details button, the edit form loads twice.
Resolved: Double click will not load a second form.
October 15, 2013
Bug: Email formatting of RTE has wrong number of hard returns.
Resolved: Fixed an issue where sending a note to an email client was occasionally losing some blank lines in the formatting.
Bug: Numbers don't align on part of task details screen.
Resolved: Minor fix to Task details page layout.
Bug: Mail imported to notes loses all formatting.
Resolved: Formatting Restored to proper format.
October 7, 2013
Bug: RTE behaviour issues.
Resolved: Several minor editing issues have been fixed on the notes rich text editor.
Bug: Note Template Descriptions not keeping formatting.
Resolved: If note content is rich text, transform template content to use tags instead before sending to the front end.
September 26, 2013
Bug: External Expenses are being sent to the wrong COGS Account / Expense Type not matching respective COGS account / Tax being applied to expense when no Tax is selected.
Resolved: Fixed multi-line expense edit > submit button to stay disabled until all COGS/QB Account drop-downs have finished updating from database.
September 25, 2013
Bug: Issue: alerts were not being sent when same assignee was kept between statuses draft and assigned.
Resolved: New: "Assigned Task" "An alert is sent to subscribers when a task is set to assigned in the system, or when an assigned task's assignee changes (incl. passed Tasks)."
Bug: WYSIWYG error with notes.
Resolved: The fix for this was to ensure the splitting of cases (html vs. not) on the details view, so that both are rendered properly. And in the case of the edit page, non-html is parsed to include tags before display.
Bug: Can't right click on Note Details field to copy and paste text via the right-click menu options
Resolved: The built-in right-click menu is not available in our RTE editor for any of the modern browsers, as of last year. This menu is primarily used for cut/copy/paste, which users can still do using their main application menu and/or keyboard shortcuts. This is a security issue related to allowing access to the user's clipboard. Please see the following for quick reference: https://support.haikulearning.com/entries/258258-Why-can-t-I-Cut-Copy-or-Paste-using-the-Rich-Text-Editor-.
August 27, 2013
Bug: Timesheet Stopwatch not continuing correctly when pausing.
Fix: Improved accuracy of Dashboard timesheet time clock timer.
Bug: Company creation and Contact creation duplication if user clicks Submit numerous times.
Fix: Fixed bug where contact add form and company add form could be double submitted.
August 12, 2013
Bug: PO disclaimer pulling description instead of title.
Resolved: On PO edit page, the terms select box now displays the disclaimer name instead of the full disclaimer content.
Bug: IE 9 error when trying to select report parameters.
Resolved: Report dialog submit button is fixed for all versions of Internet Explorer.
August 1, 2013
Bug: Can Not Save Time Sheets With Large Service Description.
July 30, 2013
Bug: Tweak External Expense Details page UI.
Resolved: External expense add form COGs/QB field is now larger for better readability.
Bug: Calendar Won't Save when Fields Missing.
Resolved: Validation errors for required fields on the schedule edit page no longer leave the save buttons disabled.
Bug: Docket Financials: Totals Off Screen.
Resolved: Totals will always be visible on screen.
July 29, 2013
Bug: Xero Accounting icon missing from invoice details.
Resolved: Export button icon is fixed on invoice details page for Xero accounting package.
Bug: PAR Task Details Printout Page Breaking Issue.
Resolved: Task printout description field now flow correctly on multi-page description fields.
June 28, 2013
Bug: User cannot close company selection pop-up modal with >200 results.
Resolved: ensure that modals make room for buttons.
June 24, 2013
Bug: Resource Allocations Sort Order.
Resolved: Addition of sort order to resource allocation task view first docket ID largest to smallest, then taskID largest to smallest.
Bug: Adding External Expense From Docket Details Line Number.
Resolved: Added auto-populate line number.
June 19, 2013
Bug: When user enters a duplicate reference number on External Expense creation the page would refresh and all changes would be lost.
Resolved: Updated how checkReferenceNumberAction handles reference number checking.
Bug: UTF-8 Encoding Issue
Resolved: UTF-8 Encoding Added
Bug: Project Code field.
Resolved: Escape slashes were interfering with string length check.
May 31, 2013
Bug: Notification not being sent when user submits a comment with estimate approval/decline.
Resolved: Triggers alerts for notes added with estimate approval in the portal, in addition to the regular estimate status alerts.
May 28, 2013
Bug: Service Type on the drop down list does not populate when adding Task via "Add Task to Internal Service" on Job Financials page.
Resolved: Service Type will now populate when selecting adding Task via "Add Task to Internal Service" on the Job .
Bug: Dialogue box does not close after you hit submit when approving an estimate in portal.
Resolved: Approval dialog box was showing up twice. Removed the second approval.
Bug: Schedule on Job details page expands when navigating back and forth on Chrome.
Resolved: Fixed layout issue with schedule line height in Google Chrome.
May 27, 2013
Bug: The client received 4 emails from Function Point when selecting the Notify Client button on the Estimate Details page.
Resolved: Fixed bug where multiple alerts were being sent to the same user upon notify client - when current user is estimate contact; fix prevents more than one alert being sent to the same person.
Bug: COGS Account does not pre-populate on External Expense creation screen when creating expense from job financial page.
Resolved: Fixed bug where cogs account wasn't loading properly when initial expense type is loaded.
April 30, 2013
Bug: Schedule tabbing not keeping the tab order when user chooses a date.
Resolved: Tabbing from field to field on the schedule now works for date fields after the date picker has been used.
April 29, 2013
Bug: If you add a note and use a note template this happens. You fill in note content. Then go to pick the Company. Once you pick the company, you lose all the answers you put into the note. Only appears to happen with use of a note template.
Resolved: If template is selected, changing contact or company has no affect on note content/title.
April 25, 2013
Bug: Adjust Dates (on Schedules) Not Working Properly.
Resolved: The adjust dates tool on the schedule edit screen now has an option to keep task durations fixed when dates are moved, or to allow durations to expand to ensure that the number of work days for the task stays constant.
Bug: Individual staff override rates page does not scroll.
Resolved: Fixed vertical scrolling limitation
April 18, 2013
Bug: Task Numbers not appearing on Task - View Task Navigation Menu.
Resolved: Task Numbers where added to the Task - View Task Navigation Menu.
April 8, 2013
Bug: Link in Email Notification generated from file added to job via portal user
Resolved: New file alerts are directed to the docket file tab if corresponding estimate has a docket
April 5, 2013
Bug: Scroll bar for Brief type description when creating a new request in the client portal is inaccessible in IE 8.
Resolved: Minor fix to HTML re-enables scrolling on read-only text areas in IE8 and lower.
Bug: Fields in the company details page on the right side are narrowed when in the edit mode.
Resolved: Removed width limiter on company add / edit page fields.
April 1, 2013
Bug: Expense Reference number can not handle "/" in the field.
Resolved: Added ability to use forward slashes in an expense reference number.
March 27, 2013
Bug: Submitting a Blank Brief.
Resolved: Added check to client extranet opportunity submit to ensure there are no null or empty string required question values.
March 26, 2013
Bug: Notes Added to Job Details, Storing to Company Office.
Resolved: When note is added from docket, contact field is left empty and company is the docket company.
March 21, 2013
Bug: When you run the payroll report the total hours amount column is not adding the correct amounts.
Resolved: Renamed the TOTAL column. Added a new column to show total combined hours of NON-BILL and BILLABLE.
March 20, 2013
Bug: Billing Remainder of Estimate showing variance minus the remainder not the estimated remainder.
Resolved: The equation for giving the remainder was corrected to the right values.
March 12, 2013
Bug: User can select an empty rate on the Estimate details page after an estimated is created with a rate category.
Resolved: Empty option removed from rate selection drop-down in estimate edit rate change dialog.
March 7, 2013
Bug: You cannot use a note template at the Company Level unless a contact is selected. However, contact is not a mandatory field.
Resolved: Note templates are dependent on having a contact id if they reference either individual contact or company fields; and are dependent on having a company id if they reference a company field. There is one behaviour change introduced in this patch: if the empty template is selected, the title and detail fields are no longer cleared, but keep their contents until they are replaced by another action.
February 16, 2013
Bug: Service Drop-down Not Loading when timesheet created on dashboard.
Resolved:The problem occurs because the service select box may already have a value, and this will block correct data from being refreshed. The solution is to reset the value when the docket is manually selected.
Bug: Task description does not transfer to time sheet description
Resolved: Tasks can only be added to time sheets if the Assignee is the one creating the timesheet.
February 12, 2013
Bug: Date format on estimates reverting to the year 1969.
Bug: Task description does not transfer to time sheet description.
Resolved: Tasks can only be added to time sheets if the Assignee is the one creating the timesheet.
February 8, 2013
Bug: Invoice find list to CSV export was pulling tax name instead of tax amount.
Resolved: Resolved issue was with a decimal being in the tax name
January 21, 2013
Bug: Rates being summed as well as hours on the service group.
Resolved: Changed the service type level rates on the estimate service tab details to be averages of the contained rates for IS and IE. Corrected service type level EE rate to be in % format.
January 18, 2013
Bug: Client portal no longer uses proofing, tab needs to be removed via permissions.
Resolved: Took out permission set for proofs and tab no longer exists.
Bug: Discussion tab missing in portal.
Resolved: Permissions for discussions added back and tab appears.
Bug: Active task by staff report not pulling data.
Resolved: Fixed issue with Staff ID not being visible.
Feature: Report name's and descriptions are not correct in Portal.
Resolved: Replaced the descriptions with better text.
January 15, 2013
Bug: Timesheet's duplication on weekly view.
Resolved: Fixed issue where some services would double when pressing next week week and then pressing previous week.
Bug: Alert subscriptions sets not saving.
Resolved: Fixed issue where alerts subscriptions would not save changes to subscriptions.
January 14, 2013
Bug: Job Notes add-issue where office was being added to where company name should be.
Resolved: Changed the company field to company not office and then made docket only link to company name.