Release	Type	Reference	Area	Summary	Description
849.30	Change	EC#4920	Expenses/Disbursements	Changed Totals table so the amounts are ex-GST only. Previously it was adding the charge/cost of all actual expenses as entered by the user even if \\\'entry includes GST\\\' was ticked.
849.10	Change	EC#4883	Accounts	Adjustments reinstated to Accounts sheet for Architect database configurations.	Adjustment feature has been reinstated and the rules tightened. Adjustments are available in Architect database configurations only. The Adjust$ column is visible in the Accounts sheet when the [option] ShowAdjustment=1 exists in eTrack Settings. Adjustments can be entered by users who have write access to the Accounts Sheet AND write access to the Adjust$ column as per security groups permissions 38 and 159. This can be set up by an Admin user. A New Adjustment entry is allowed on any Type where a new Invoice entry is allowed as per Type Setting 86 but is limited to Time-Based work – Fixed Price / % work can simply have the Price edited. To add an Adjustment right-click on the work item, select Add New Adjustment entry then enter an amount in Adjust$ column. The Adjustment amount increases WIP so you can bill more than the work done to date. Whilst not invoiced the amount can be edited or the entry deleted via Reverse Adjustment option on the right-click menu. Once an Adjustment has been fully or partially taken up in an invoice, its status will change to \\\'invoiced\\\' and it cannot be edited or reversed. Note that Adjustments do not appear as line items on printed invoices – the amount is simply included in the invoice total. We suggest adding an invoice note eg: This invoice includes an Adjustment of $x. If the purpose of the Adjustment is to bill in advance (rather than simply billing extra) then the process would be to write-off WIP, up to the value of the Adjustments, from labour that is subsequently booked to timesheets.
849	Change	GB#66	Invoices	The PO# field on the Invoices tab is now a dropdown listing PO#s if an Information Item of type PO# exists. This usually applies to Engineering databases where Scope Changes are configured. If none exist the field remains as an editable field.
848.5	Change	SVT#1082	Schedule	Autosave files are now saved to the Backup directory on the server as set in eTrackConsole (default is c:\\etrack\\Backup). Users must have write access to this location. Filenames include the user\'s name.
848.4	Change	EC#4788	General	Added Refresh button to custom register tabs so user can update to reflect changes made.	This is an interim solution to address an issue where a register does not update when an entry is deleted - the entry is deleted from the database and the tree refreshes but the custom tab requires the underlying report to be re-run. An auto-refresh will be implemented in a future release.
847.3	Change	EC#4888	Reports	New columns added to Efficiency Report per Week (in the Gallery): Standard Hours (from Person Details tab) and Reimbursability % (Billable Hours/Standard Hours).
846.26	Change	E198	Email	Added an \"Are you sure?\" prompt when selecting Remove Account from the User Accounts dialog.
846.26	Change	S093	General	Added Copy, Paste and Cut functions to the right-click menu for grids and fields throughout eTrack and Copy/Paste for checklist items.	Various fields now have copy/paste/cut options via the right-click menu. On Checklist tabs the entire Task text can be copied or pasted using Copy Text and Paste Text options. Some fields (those with a yellow background) such as on the Company Details and Person Details tabs are not compatible with this function.
846.22	Change	E116	Email	Added BCC function to new emails.
846.22	Change	E199	Email	Added ability to add a reference to multiple emails at once via the right-click menu or new Add Reference button in the main toolbar.
846.20	Change	D174	Utilities	Updated Document Link Utility to exclude all system and hidden files.
846.12	Change	GB#69	Reports	Timesheet Report headings renamed to Number (was Task#) and Name (was Task).
846.12	Change	GB#75	Timesheets	Increase column width of Task and Rate columns on the Timesheet tab in Engineering databases.
846	Change	D103	File Management	Changed the default behaviour when saving embedded documents to not save backups in the document path as this is redundant.	If you want to save backups (in Word format) of embedded documents, add this line to eTrack Settings under [options] SaveBackupOfEmbeddedDocuments=1
845.2	Change	EC#4823	Accounts	New rules for Write Off to ensure correct calculation of WIP.	The Write Off column in the Accounts tab will only accept positive values. For time-based stages, write-off can be entered at the Stage, Person, Date (hours) and Expense rows. When entered at Stage or Person levels the amount is distributed to Date and Expense rows below. Once an Date / Expense row has an amount written off the Status becomes ‘invoiced’ which makes the items read only in the Timesheet / Expenses tab. For Fixed Price stages only expenses can be written off, to alter WIP edit the Price.
843.5	Change	EC#4839	Documents	On the Insert Field dialog in the eTrack editor, there are new fields for Project Manager and Job Sub Captain under the Project heading on the Favourites tab.
843.1	Change	EC#4484	Expenses/Disbursements	Disbursements subtab of a Person has been updated so the list can be filtered by Date and there is a Print button to access the Actual Expenses Report.
843	Change	EC#4678	Contract Administration	Added Type to Sum Adjust register of Constructions with lookup values of Client Requested, Architect Variation, Provisional, Contingency and Contractor Claim.
841.1	Change	S092	Accounts	The types under which Invoice Entries in the Accounts tab can be created is now controlled by Type Settings.	The default types are Stage, Phase, Opportunity, Disbursements, Sub-Consultants and Variations. If you are using different terminology or wish to create Invoice Entries under a different Type please select Tools>Type Settings, select the Type on the left and tick permission #86 Allow Invoice Entries in Accounts under Type. It is important that invoice entries are only created at the same level - if invoice entries exist at multiple levels, for instance at both the project and stage level, this will result in an incorrect WIP calculation and invalidate the Accounts on the project..
840.8	Change	EC#3688	Budget	The way Price is calculated for % Based stages (ie: Fixed Price ticked and Lump Sum not ticked) has changed to Price = % of Contract * Contract Fee.	This applies to the Project Budget tab (Price structure table) and Stage Details tab (Cost Structure section). If you would like to use the old formula ie: Price = % of Contract * [Contract Fee - sum (lump sum Prices)] add this line to eTrack Settings under [Options] PercentofContractCalc=1
840.6	Change	EC#4501	Documents	Document Link Utility changed so it does not create duplicate project folders.	The Document Link Utility has always matched on Project Number only ie: it links documents to projects where a folder name in the Document Path contains a Project Number in eTrack. Previously it also created a folder in the Document Path named Project# ProjectName if one did not exist. This last step has been removed.
840.6	Change	EC#4782	General	Name fields such as Client and Owner now display names in First Name Surname format (previously was Surname, First Name)
840.14	Change	D146	Documents	Removed Save As Managed option from New Document - Attach File dialog.
840.12	Change	EC#4777	Budget	If Lump Sum on a stage is not ticked, Price cannot be edited as it is calculated as a % of Contract Fee.
840.11	Change	EC#4751	Planning Tasks (engineers)	Added new option Insert Copy on right-click menu that creates a new task like Insert After but has the Task Name copied from the selected task.
840.11	Change	ESR1197A.3	Contacts	Changed the label of field Home Phone to Other Phone.
838.33	Change	D133	Documents	Double-click an embedded document name in the tree and the document opens in the Editor (shortcut for right-click>Edit>Document).
838.33	Change	D136	Documents	Documents tab will now list documents for the selected tree item only.	Previously the Documents tab listed all documents for the selected tree item plus all documents for its child items that was slow to load. Now each child item eg:stage is also listed and can be double-clicked to expand down to it\'s document list .
838.33	Change	EC#4722	Accounts	Adjustments column (to Bill in Advance) removed from Accounts sheet.	The functionality to increase WIP via an adjustment (Adjust$ column) has been removed. To Bill in Advance for time-based work: go to the Disbursements subtab on the stage (or Disbursements stage in the tree), click Add Disbursement, select the item called Adjustment and set the Actual Charge to the amount you want to bill in advance. Once the work has actually been done, you can write off the new charges via the Write Off column in the Accounts tab.
838.33	Change	EC#4757	Invoices	Clients that are couples or individuals are now properly catered for in the invoice export.	For couples, on the Company/Couple Details screen tick the new checkbox ‘Is a Couple’. Then create individual contacts for each person and set one of these as the Billing Contact. The invoice export will take the first name, last name and (street) address of the Billing Contact. For individuals the export has been fixed to export name and address correctly.
838.28	Change	S070	Timesheets	Timesheet tab layout improvements	1. Added TODAY button for quick return to the current week. 2. Book To column widened. 3. Removed \"hint\" text and extra Activity dropdown field.
838.27	Change	S100	Budget	Added radio buttons so user can select whether the architect’s project fee is a fixed Contract Fee or calculated as a % of the contract (construction) value.
838.17	Change	EC#4285	General	New Help links.	The Help menu now has 3 new options: 1. Help Guides 2. FAQ 3. Release Notes Each will take you to the relevant page of the eTrack website. You will be prompted for a username and password that are both: dolphin42 Links to the old Help files have been removed. If you have old versions of eTrack Help files on your local machine or server, these can be deleted.
838.17	Change	EC#4717	Invoices	Added new option to the Invoice Batches filter called \"all exported\" which will filter invoices to show only those with a Batch Number.
838.17	Change	S087b	Invoices	Invoices tab improvements with All checkbox, Invoice Template dropdown and export dialog.	The list of invoice templates in the Template dropdown is now refreshed to reflect what is on the server (rather than listing templates previously used as this caused an error on print if the previously used template had since been deleted). Fixed ‘all’ checkbox so that a single click selects / unselects all invoices. Remove reference to ‘MYOB’ on the export dialog since export is compatible with multiple accounting packages.
838.11	Change	EC#4706	Documents	The Document Link Utility can now be configured to exclude OR include specific file types according to a user-defined filter list.	The current behaviour to link to all file types in the Doc Path will remain the default. To apply a filter, enter one of the following under [options] in eTrack Settings and edit the extension list as required (minimum of one extension is required). Note the ‘;’ between each extension: DocumentLinkExcludeList=.exe;.dll;.jpg DocumentLinkIncludeList=.doc;.pdf;.xls;.docx If both options exist, only the Include option is applied. Note that ALL Folders in the Doc Path are linked to. If the folder on the server only contains excluded files, the linked folder in eTrack will be empty.
838	Change	EC#4559	Reports	Invoice Report: fixed value shown for Total (Inc GST) and added new column $ owing to show unpaid balance.
837.21	Change	EC#4640	Security	Add new permission to allow users to edit Timesheet Activities.	Write access to various subtabs on stages is protected from the User security group. This setting allows users to edit the Timesheet Activities subtab while still maintaining the appropriate level of access for other areas. To enable go to User Security Group Settings and tick permission #199 Allow Timesheet Activity Editing.