Release	Type	Reference	Area	Summary	Description
837.35	New Feature	EC#4610	Timesheets	Allow each timesheet cell to be flagged as 'do not invoice' so the charge for that work is not added to the total Actual Charge of the job.	"To enable this feature go to each security group and tick permission #200 "Allow Access to Do Not Invoice". To use this feature, right-click on a timesheet cell and tick the Do Not Invoice option - the time booked will appear pink to indicate the charge rate has been set to $0. In the Accounts sheet any timesheet cell flagged as 'do not invoice' will not appear. LIMITATION: in the Accounts Sheet, Actual Hours includes ALL hours booked regardless of the 'do not invoice' flag."
837.28	Issue	EC#4655	Invoices	Properly itemise expenses on the printed invoice when there are multiple entries of the same expense type.
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.
837.19	New Feature	EC#4596	Accounts	Allow a project to be invoiced in another currency.	"eTrack allows projects to be tracked in other currencies but invoicing is done in the default currency. A new option allows for invoicing in the project currency. To enable this add the following setting to eTrack Settings under [options] DoNotConvertCurrencyInAccounts=1 When this setting is 1, the project will not be converted to the default currency when loaded in the Accounts tab."
837.12	Issue	EC#4630	Checklists	Fixed QA rollout feature to prevent duplicate rows being rolled out and correctly rollout header rows.
837.09	Issue	EC#4607	Reports	Fixed issue where the Activity / Time Report (gallery) was showing expense amounts including GST (where 'entry includes GST' was ticked on the expense). All values in the report are now ex-GST.
834.8	Issue	EC#4524	Reports	Fixed issue where Activity / Time report (gallery) returned no results when run on the 'projects' relationship under a project group.
834.13	Issue	EC#4556	Documents	Fixed crash in documents when editing tables.
834.08	Issue	EC#4566	File Management	Fixed issue where the backup file on the server was being saved after every keystroke when changing the document name in the editor. Now saves when you leave the field.
834.04	Change	EC#4589	Invoices	On Invoices tab, Discount $ has been renamed to Paid Write off $. Use this to record amounts such as $ not paid (bad debt), rounding or discrepancies due to currency conversions etc
834.04	Issue	EC#4438	File Management	Stripped invalid characters from file path when creating folders on the server.	When saving folders/documents the file path on the server is a direct match to the tree path. eTrack allows special characters to be included in tree item names but these are not allowed by Windows so the folder creation fails in this case. Stripping the invalid character maintains naming flexibility while resolving this issue.
834.04	Issue	EC#4527	Security	Fixed issue where 'user' security group users could not tick checklist items or input details on new expenses even though the correct permissions were on.
834.04	Issue	EC#4554	Documents	Fixed issue where documents did not save changes to margins and page layout.
834.04	Issue	EC#4583	Info Items	Fixed issue where dates on info items were not saving.
834.04	New Feature	EC#4539	Invoices	New option to export invoices to MYOB. Manual step is required (see Description).	1. New Lookup Tax Codes with items GST, FRE, EXP and N-T 2. New info item Tax Code on Contacts (both Company and Individual contacts) linked to the Tax Code lookup. All existing and new Contacts have Tax Code set to GST by default. 3. Tax Code field on Expenses (Disbursements/Sub-Consultants) linked to the Tax Code lookup. All existing expenses have Tax Code set to GST for standard expenses or FRE for gst-exempt expenses. New expenses have no Tax Code and must be set by the user. 4. MANUAL STEP: Go to eTrack Settings in the tree On the Settings Details tab scroll down to the ACCOUNTING PACKAGE section and make sure the following option is set so it looks like AccountsExportOption=4 This option means the export will use the tax code from the client info item.
834.04	New Feature	EC#4540	Timesheets	Added feature to rollout out new timesheet activities from a template.	"To add new timesheet activities to all existing projects based on a template: 1. Expand the tree to Project Templates and add the timesheet activities. 2. Right click and select Rollout... 3. Choose the options that you require and click Continue. 4. Press F5 refresh."
834.01	Issue	EC#4538	File Management	When saving a document on the server if any tree item that makes up the document path contains invalid characters, these are ignored. This ensures the folder creation does not fail.
833.21	Issue	EC#4141	Reports	When a report is exported to Excel, negative currency values do not have brackets so Excel can apply the Currency format and include the values in formulas.
833.21	Issue	EC#4565	Rate Sets	On the Person Details tab, changes to Charge Rate and Cost Rate are now processed separately (previously were combined into one action on leaving the tab).	On the Person Details tab, changes to Charge Rate and Cost Rate are now processed separately (previously were combined into one action on leaving the tab). If you change either rate, upon leaving the field you will be prompted if you want to update the assignee rates. You will be given this option whether or not the Always Use rate checkbox is ticked.
833.08	Issue	EC#4489	Contract Adminstration	Fixed error where new or edited construction register items were not updating until the user logged out and in again.
833.06	Issue	EC#4519	Accounts	The Date Filter on Accounts sheet will now not allow a date to be selected if the filtered results include invoice entries that are linked to work items dated past the selected filter date.
833.02	Change	EC#4452	Invoices	On the Invoices tab, each column that displays $ values now has a Total shown.
833	Change	EC#4190	General	All Details screens now have a rich text editing ribbon
833	Issue	EC#3637	Expenses/Disbursements	Invoiced disbursements / expenses cannot be deleted or edited
833	Issue	EC#3792	Reports	When running the Budget report using the hyperlink from the Budget tab, the option (under Show in the search criteria dialog) selected by default matches the view of the Budget table eg: if View is Cost Rates, then Use Cost Rate is ticked.
833	Issue	EC#4466	General	Fixed display issue where Price Structure table could not be seen on small screens such as on small laptops.
833	New Feature	EC#4469	Invoices	Created new #TAGS that allow both fixed and hourly stages to be printed with details on the same invoice.
832.09	Issue	EC#4482	Timesheets	Fixed error that occurred when right-click timesheet work item and select Find option.
832.06	Change	none	Contract Adminstration	Added Provisional Sum to Construction Info tab
832.06	Change	none	Contract Adminstration	Added Reason to Time Adjust register with lookup values of Weather, Variation and Other.
832.06	Change	none	Contract Adminstration	Added Status to Sum Adjust and Progress Claims construction registers.
832.06	Change	none	Contract Adminstration	Removed Attachment (column) from all construction registers.
832.06	Change	none	Documents	Created fields that can be inserted into documents for Total Approved Sum Adjusts and Total Approved Progress Claims.
832.06	Change	none	Documents	Document Status lookup values are now Draft and Complete.
832.06	Change	none	Documents	Documents exported to PDF format are now of a quality that can be selected and copied and edited with the right software. An options dialog is displayed when exporting to PDF.
832.06	Change	none	Documents	Improved quality of images in documents on screen and in exported formats.
832.06	Change	none	Documents	Improved speed of loading a document.
832.06	Issue	none	Documents	Fixed crash when using Save and Back to list button in a new register entry after editing a document that has not been saed in the editor.
832.06	Issue	none	Documents	Fixed formulas in documents so they work when the formula references cells that have inserted fields.
832.06	Issue	none	Documents	Fixed so are saved in headers/footers when using keyboard tab key.
832.06	Issue	none	Documents	Headers / footers from document templates come through to new documents created.
832.06	New Feature	EC#4373	Contract Adminstration	In the Construction registers, Recipient is now linked to a new type/lookup called Contact List that will allow selection of contacts that are linked to the project.	The Contact List is not linked to any contact group in the tree. Instead it is linked to the list of contacts associated to the project. On the Project Details tab drag any contacts from the tree to the Contacts list.
832	Change	EC#3760	Contacts	Removed Suburb field from Company details tab. Concatenated data to the City field.
824	New Feature	BF30	Contract Adminstration	Added Practical Completion Date section on Project Budget tab. Shows Orignal date (user entered) and Latest Date as per the Ajust of Time construction regsiter.
824	New Feature	BF31	Contract Adminstration	Added new fields to Project Budget tab that are visible if Contract Admin module is activated. Includes fields such as Retention and Approved Progress Claims.
823.58	Issue	EC#4379	Contacts	Fixed issue where eTrack stopped responding when users tried to add contacts.
823.53	Change	EC#4364	Timesheets	Improved usability of Timesheet Activity dropdown.	1. Removed [ ] when no Number field is set up. 2. Focus jumps to the first matching item in list when user types. 3. Dropdown resizes to show more items without scrolling.
823.42	Issue	EC#4292	Documents	Fixed issue where changes to document under a construction register were not saved if you went to another screen and then back to the document - you are now prompted to save.
823.26	Change	EC#4003	Invoices	Invoice To Date calculation	Previously eTrack calculated the $Invoice To Date value (on the Project > Budget tab in the Price Structure table) when an invoice was printed. In the interim between creating and printing invoices this value did not match the total $Invoice on the Account Sheet. Now the $Invoice To Date value is calculated at the time the Invoice is created. Should you wish to maintain the old functionality add this to eTrack settings under [Options] InvoiceToDateCalc=1 With this setting only invoices with Invoice Status of ‘Printed’, ‘Exported’ or ‘Printed and Exported’ will be included in the $Invoice To Date value. A new hint on the $Invoice To Date column says which invoices are included based on the Option.
823.26	Change	EC#4305	Reports	Allow user to enter a date range when running a report for 'whole of office'	Previously when a report was run from the top main menu (for whole of office) it used the default date range (current financial year). To make a report run for a user specified date range, tick Date Range on the Report Details Permissions tab. When the report is run the Gallery will be displayed allowing the user to enter a date range.
823.26	Issue	EC#3751	General	Warning message is displayed when user clicks Clear Login on Person Details
823.26	Issue	EC#3945	Security	Removed access to view cost rates in reports for users without permission	The Activity/Time report and Budget report search criteria dialog have Cost Rate as an option. This option is now read only when the user is in a security group where permission #50 Access Labour Costs is OFF.
823.26	Issue	EC#4016	Accounts	Fixed bug that allowed Fixed Price checkbox to be changed when invoices exist
823.17	Issue	EC#4286	Invoices	Fixed issue where Date Paid and Paid $ on an invoice row became read only after printing invoice
823.17	Issue	EC#4826	Invoices	Fixed issue where Date Paid and Paid $ became read only after printing invoice
823.06	Issue	EC#4396 / EC#4397	Timesheets	Fixed bug where assignee rates were $0 instead of rate from rate set.
823.02	Issue	EC#3638	Expenses/Disbursements	On Expenses tab, Actual Charge / Cost correctly update when Units are changed
823.02	Issue	EC#3821	Reports	Project number column in custom report results will now sort alphanumerically
822.16	Change	EC#4236	Notes	On the Notifiy dialog Notify Date now defaults to today (was one month in future)
822.09	Change	EC#3911	Notes	Progress notes to allow entry of multiple note types	On the Project Details tab and Stage Details > Progress Notes subtab, the Add Note dialog allows you to enter a note of any type (previously only notes of type ‘progress’ could be entered). Additionally the displayed list of notes can be filtered by note type. It will default to ‘Progress’ after login.
822.09	Change	none	General	Date Types	Many Date-type fields throughout eTrack have been changed so that dates can now only be selected from the calendar control and not typed directly into the field. Click or double-click in the field to display the calendar.
822.09	Issue	EC#3908	General	Improved the functioning of Information Item date fields	The values in Information Items fields that are date types do not change when the user clicks in the field. Users without write access to information items cannot edit the value of dates. The ‘clear’ option on the right-click menu works correctly. Date fields have been changed so that dates can now only be selected from the calendar control and not typed directly into the field. Click or double-click in the field to display the calendar.
822.08	New Feature	EC#3823	Reports	Pre-filtering for custom reports via Additional Criteria and Save Criteria option to set default search criteria for all users.	PRE-FILTER Added Additional Criteria fields to the Report Gallery search criteria so you can pre-define the filtering of the report results before running the report. The ‘column’ dropdown lists the report columns that can be selected for filtering, including information items. Select a column then select an ‘operation’ and a ‘value’. For date ranges, you must define the start date in one operation followed by the end date in the next operation. Pre-filtering can result in significant speed-ups when running reports. Limitation: A context specific list of values (for the Value picklist) cannot be determined prior to running the report. The reason is that a database field may be used for different Types and thus appear on multiple screens throughout eTrack. Note that a field is not identified by its label on the screen but the underlying definition in the code. In some cases the field is used widely and the picklist is very large as it will contain all possible values across all applications of the field. You are not restricted to selecting an item from the picklist - the field is editable so you can type the value you wish to search for, however it must be an exact match to be found. SAVE CRITERIA The Save Criteria button allows an administrator to set additional criteria for the report so that when other users login these are the default. The other users can run the report using different criteria if they wish but they cannot save new defaults. If a user changes the criteria when they logout and in again the saved criteria will display again. Any administrator who logins and removes the additional criteria will be prompted if they want to make these the new defaults. Save Criteria button is controlled by security group permission #22 Access to Report Writer (usually on for Admin only).
822.01	Change	none	Invoices	Invoice Date	On Invoices tab, Date To Invoice / Date Printed column has been renamed Invoice Date, date defaults to invoice entry from Account Sheet (if multiple invoice entries with different dates then newest date is used and all invoice entries are set to that date), date can be edited but not cleared (Clear Date removed from right-click menu), printing an invoice does not change the Invoice Date.
822.01	Issue	EC#3949	Invoices	Invoice date in Account Sheet reflects changes made in Invoices tab	When the Invoice Date of an invoice is changed on the Invoices tab, the new date is reflected against all of the invoice entries in the Account Sheet that apply to that invoice.
822.01	Issue	EC#4251	Schedule	Resolution for Actuals not being displayed in Schedule	In previous releases, when ticking the checkbox in the Schedule Options to display Actuals, a refresh was done but Actual values were not being loaded from the database. This was a bug introduced due to the reversing of a flag that was not changed in one place in the code. There was a work around: tick to include Actuals in the Schedule Open dialog. If Actuals had previously been loaded in the session such as by looking at a timesheet or running a report, then they would be displayed, which explains why it appears intermittent.
822.01	New Feature	EC#4048	Invoices	Invoice Print Preview	The Print Preview feature allows you to see the invoice in the selected Invoice template without triggering any of the actions that printing an invoice does ie: generating an invoice number, changing Invoice Status or updating the Invoice To Date $ value. On the Invoices tab, right click on an invoice and select Print Preview from the popup menu.
822.01	New Feature	none	Invoices	Invoice Status	A new column has been added to the Invoices tab called Invoice Status. When an invoice is created Invoice Status will default to ‘Approved’. Invoices cannot be printed or exported when the Invoice Status is ‘Not Approved’. You can manually change the status from ‘Approved’ to ‘Not Approved’ however should you wish new invoices to default to ‘Not Approved’ please add this to eTrack settings under [Options] DefaultInvoiceStatus=0 The Invoice Status will automatically change as follows: • ‘Printed’ when the invoice is printed • ‘Exported’ when the invoice is exported • ‘Printed and Exported’ when the invoice has been both exported and printed (in either order) After an invoice has been printed the status cannot be manually changed. After an invoice has been exported the status cannot be manually changed however if you clear the batch number the status will return to ‘Approved’. NOTE: All existing Invoices will have a status of ‘Approved’ even though they may have been already printed and/or exported.
820.03	Change	EC#4126	General	Increase field size of Acronym field to 6 characters
819.02	Issue	EC#3635	Schedule	Fixed error where actions in the Schedule caused projects to become duplicated in the tree.
819.01	Issue	EC#4138	General	Can now forward delete text using the Delete keyboard key in Notes and Description fields.
819.01	Issue	EC#4145	General	Text entered as the Description on Contact Group and Resource Group tabs now saves correctly
819	Issue	EC#4012	Security	Enable type setting control of new and delete for construction registers	The New and Delete buttons on RFI, Sum Adjust etc subtabs of a constuction are now enabled/disabled via Type Settings. 1. Go to Type Settings from the main menu. 2. Select RFI from the list on the left. 3. To allow users to create new RFIs untick #7 New Protected. To allow users to delete existing RFIs untick #4 Delete Protected. 4. Repeat for each register type: Adjustment of Time, Contract Instruction, Contract Sum Adjust, Defect, Insurance, Progress Claim, Progress Payment Certificate, Progress Report By default, #4 is ticked and #7 is unticked ie: users can create new but not delete.
819	Issue	EC#4150	Documents	After saving a document, tabs entered using the TAB key are preserved.	Any tab entered via the TAB key into an embedded document in the eTrack editor are now preserved when saving. This corrects the error where where replaced by spaces upon saving. LIMITATION: tab markers are not preserved (any tab markers entered are lost when saving the document). Please use multiple keystrokes of the TAB key as required.
819	Issue	EC#4167	Invoices	Stages are now printed on the invoice in the same order as they appear in the tree.
817.08	Issue	EC#4085	Timesheets	Can now book time to Admin Tasks when Security Group permission #193 is ON - this restricts time being booked in the timesheet when ETC is 0.
817.03	Issue	EC#4031	Timesheets	ETC reduction corrected where ETC is set at a stage level.	ETC now reduces correctly in the case where no people are assigned and  ETC is set for the stage in the budget grid, then time is booked and user goes to stage details tab. This fixes the error where ETC became 0 when switching screens after time was booked.
817.03	Issue	EC#4040	Timesheets	Stage gets ETC equal to time booked when time is booked to stage with no ETC and then stage is deleted from timesheet	corrected the processing for increasing ETC when user reduces/deletes time booked to a stage that has 0 ETC
817.01	Issue	EC#3813	Project Details	In the Contacts list on Project Details, Individual and Company contacts now display without the parent. An Individual under a company shows parent company in brackets.
817.01	Issue	EC#3930	Project Details	On the Contacts list on Projects Details, can now add all contact types ie: Individual, Company and Individual under Company via both Find and drag and drop.
816.23	Issue	EC#4030	Timesheets	ETC not reducing when ETC set after time already booked and ETC goes to 0 when ETC edited after time is booked.	ETC now reduces correctly in the case where people book time to a stage before ETC is defined for them, then ETC added and more time booked. Also in the case where time is booked to a stage, then the ETC is increased and more time booked.
816.19	Issue	EC#3787	Notes	The default sort order for notes on the Notes tab is by date - newest to oldest.
816.14	Issue	EC#3917	Reports	Activity / Time Report now groups disbursements with project timesheet data	The Activity /Time report output now groups disbursements and timesheet data together for each project. Previously disbursements were listed separately at the end of the report.
816.14	Issue	EC#3946	General	Items in Assign To table on Stage Details visible when using resolution with height of 768	Adjusted display so that when using a resolution with height of 768, if there is more than 1 person in the assign to table on Stage Details, the entries are not hidden by the horizontal scrollbar that appears. Note: minimum resolution supported is 1024x768.
816.05	Issue	EC#3972	Timesheets	Fixed problem with saving the timesheet when booking to equipment (such as Travel).
816.03	Issue	EC#4080	Security	The Standard Time/Activity Report will only display the charge rates if user Security Group setting #4 (access labour charges) is set.
812.15	Issue	EC#3663	Project Details	Correct expenses displayed in Budget	On the Project Budget tab, the Price Structure table has been corrected to display Planned Project Expenses.  It was incorrectly displaying Actual Project Expenses, however the Totals were correct.