| Release |
Type |
Reference |
Area |
Summary |
| 965.21 |
New Feature |
E#1675 |
Invoices | XERO invoice export to get account code from a project lookup field. More... |
| Summary: XERO invoice export to get account code from a project lookup field. More... |
| 958.46 |
Change |
E#1117 |
Invoices | Simplified security regarding Templates dropdown so any user with write access to Invoices screen can generate the list when files are added or changed. |
| Summary: Simplified security regarding Templates dropdown so any user with write access to Invoices screen can generate the list when files are added or changed. |
| 958.42 |
Change |
E#1514 |
Invoices | The Open button is now enabled for hosted users. New invoices will open with the LibreOffice application that has no licencing restriction on the hosted server. Files are saved in the Invoice Path. |
| Summary: The Open button is now enabled for hosted users. New invoices will open with the LibreOffice application that has no licencing restriction on the hosted server. Files are saved in the Invoice Path. |
| 958.15 |
Issue |
E#1448 |
Invoices | Fixed an error in the invoice export where partially invoiced expenses were getting exported with full expense charge rather than just the invoiced amount. |
| Summary: Fixed an error in the invoice export where partially invoiced expenses were getting exported with full expense charge rather than just the invoiced amount. |
| 958 |
Change |
E#1410 |
Invoices | Two changes on the Invoices screen. 1 Preview now displays a PDF file instead of a read-only Excel file. 2. The ‘Save To’ button has been changed to ‘Send To’ and now has a menu with \'File\' and \'Email\' options. More... |
| Summary: Two changes on the Invoices screen. 1 Preview now displays a PDF file instead of a read-only Excel file. 2. The ‘Save To’ button has been changed to ‘Send To’ and now has a menu with \'File\' and \'Email\' options. More... |
| 956.1 |
Change |
E#1344 |
Invoices | Invoice Due Date can now be calculated using payment terms set on the project. More... |
| Summary: Invoice Due Date can now be calculated using payment terms set on the project. More... |
| 956.0 |
Change |
E#1351 |
Invoices | Updated invoice export to XERO so it is compatible with the new XERO authentication requirements. Applies to new accounts. To setup refer to user guide G on the website. |
| Summary: Updated invoice export to XERO so it is compatible with the new XERO authentication requirements. Applies to new accounts. To setup refer to user guide G on the website. |
| 952.6 |
Issue |
E#1334 |
Invoices | On the Invoices screen, right-click > Clear Date now only applies to Date Paid. This resolves an error in the Xero export caused by Invoice Date being cleared. |
| Summary: On the Invoices screen, right-click > Clear Date now only applies to Date Paid. This resolves an error in the Xero export caused by Invoice Date being cleared. |
| 952.3 |
Issue |
E#1356 |
Invoices | Improved stability of Invoice Export so that links to Expenses are correct |
| Summary: Improved stability of Invoice Export so that links to Expenses are correct |
| 952.3 |
Issue |
E#429 |
Invoices | Updated processing to improve load time and correctness on the Invoices screen when loading invoices for a staff member or client |
| Summary: Updated processing to improve load time and correctness on the Invoices screen when loading invoices for a staff member or client |
| 948.5 |
Issue |
E#1006 |
Invoices | Changed the Tax calculation to use the expense Cost amount. It was previously, incorrectly, using the Charge amount. |
| Summary: Changed the Tax calculation to use the expense Cost amount. It was previously, incorrectly, using the Charge amount. |
| 948.5 |
Issue |
E#1006 |
Invoices | Supplier Invoice tax and total calculation More... |
| Summary: Supplier Invoice tax and total calculation More... |
| 948.4 |
Issue |
E#355 |
Invoices | Invoice Percent Calculation More... |
| Summary: Invoice Percent Calculation More... |
| 947.2 |
Issue |
E#460 |
Invoices | E#460 Invoice Due Date and Days Overdue More... |
| Summary: E#460 Invoice Due Date and Days Overdue More... |
| 944.2 |
Issue |
E#833 |
Invoices | Corrected the date format on Import comments in the invoice note to be dd/mm/yyyy. |
| Summary: Corrected the date format on Import comments in the invoice note to be dd/mm/yyyy. |
| 944.2 |
New Feature |
E#330 |
Invoices | Xero Export can now include the Project number and/or the PO Number to the Xero Reference field. More... |
| Summary: Xero Export can now include the Project number and/or the PO Number to the Xero Reference field. More... |
| 943.6 |
Issue |
|
Invoices | Fixed Invoice Details Report run (by right-clicking in the Invoice tab) showing random numbers when the work item/person it refers to doesn\'t exist. |
| Summary: Fixed Invoice Details Report run (by right-clicking in the Invoice tab) showing random numbers when the work item/person it refers to doesn\'t exist. |
| 943.3 |
Change |
|
Invoices | To change the Invoice Numbering, select Types and the first sub level Details tab. To set the next invoice number type the new value in and click the Reset button. This is independent of the Type selected. |
| Summary: To change the Invoice Numbering, select Types and the first sub level Details tab. To set the next invoice number type the new value in and click the Reset button. This is independent of the Type selected. |
| 940.3 |
Change |
E279 |
Invoices | The font of the Invoice Note in the Invoices tab has been changed to Courier New. More... |
| Summary: The font of the Invoice Note in the Invoices tab has been changed to Courier New. More... |
| 940.0 |
Issue |
|
Invoices | If you would like the Invoice Number to be generated as soon as the Invoice is created (when Create Invoices is clicked in Accounts) then turn this feature on. More... |
| Summary: If you would like the Invoice Number to be generated as soon as the Invoice is created (when Create Invoices is clicked in Accounts) then turn this feature on. More... |
| 939.26 |
Change |
EC#5911 B#603 |
Invoices | Fixed invoice sort function. Added options to set column to sort by and sort order (default is descending). More... |
| Summary: Fixed invoice sort function. Added options to set column to sort by and sort order (default is descending). More... |
| 930.17 |
New Feature |
EC#5379 |
Invoices | Substantial improvement of the functionality in the Invoices tab. Invoices do not load automatically when switching between tree items, they now load promptly once the Apply button has been clicked. More... |
| Summary: Substantial improvement of the functionality in the Invoices tab. Invoices do not load automatically when switching between tree items, they now load promptly once the Apply button has been clicked. More... |
| 928.7 |
Issue |
EC#5908 |
Invoices | Fixed an error in the invoice template tags for expense charges that was causing the value to be rounded on the printed invoice. |
| Summary: Fixed an error in the invoice template tags for expense charges that was causing the value to be rounded on the printed invoice. |
| 928.6 |
Issue |
B#614 |
Invoices | Fixed issue where Past Invoice amount on printed/previewed invoice was excluding amounts from invoices with no invoice#. |
| Summary: Fixed issue where Past Invoice amount on printed/previewed invoice was excluding amounts from invoices with no invoice#. |
| 921.29 |
Issue |
GE20 |
Invoices | When POValueParent=Stage under [Options] in eTrack Settings, the PO# field in the invoices screen has a dropdown that displays all PO# values from stages on that project |
| Summary: When POValueParent=Stage under [Options] in eTrack Settings, the PO# field in the invoices screen has a dropdown that displays all PO# values from stages on that project |
| 921.21 |
Issue |
EC#5809 |
Invoices | Fixed issue with incorrect invoice links in engineering databases that occurred on fixed price stages when using option 1 in the ISD. |
| Summary: Fixed issue with incorrect invoice links in engineering databases that occurred on fixed price stages when using option 1 in the ISD. |
| 921.01 |
Issue |
EC#5754 |
Invoices | Invoices can now be deleted successfully |
| Summary: Invoices can now be deleted successfully |
| 919.04 |
Issue |
EC#5448 |
Invoices | Invoice Selection Dialog improvements More... |
| Summary: Invoice Selection Dialog improvements More... |
| 919.04 |
Issue |
EC#5533 |
Invoices | The issue with fields being duplicated and the title repeated when the Invoices report was exported to Excel has been resolved. |
| Summary: The issue with fields being duplicated and the title repeated when the Invoices report was exported to Excel has been resolved. |
| 919.04 |
Issue |
EC#5640 |
Invoices | Manually entered invoice numbers now save correctly and are persistent. |
| Summary: Manually entered invoice numbers now save correctly and are persistent. |
| 919 |
Issue |
EC#5345 |
Invoices | The Invoice report now correctly includes the GST amount for the Total (Inc. GST) column. |
| Summary: The Invoice report now correctly includes the GST amount for the Total (Inc. GST) column. |
| 918.14 |
Issue |
EC#5588 |
Invoices | Issue when printing invoices is now resolved, invoicing and invoices templates now working properly. |
| Summary: Issue when printing invoices is now resolved, invoicing and invoices templates now working properly. |
| 918 |
New Feature |
ESR1234A9 |
Invoices | On the Invoice Note dialog is a Last Note button to import the invoice note from the previous invoice. It only appears if invoice numbering is project numbering and there are past invoices. |
| Summary: On the Invoice Note dialog is a Last Note button to import the invoice note from the previous invoice. It only appears if invoice numbering is project numbering and there are past invoices. |
| 914.08 |
Issue |
EC#5305 |
Invoices | Text now wraps for addresses in invoice templates |
| Summary: Text now wraps for addresses in invoice templates |
| 913.10 |
Issue |
EC#5068 |
Invoices | Printed Invoices will only display items that have Type permission 86 Can Create Invoice Entry set |
| Summary: Printed Invoices will only display items that have Type permission 86 Can Create Invoice Entry set |
| 912.01 |
Issue |
312kw1 |
Invoices | Fixed Print Preview so it prints the invoice that is ticked rather than the last one to be clicked on. Also allow for multiple invoices to be previewed. |
| Summary: Fixed Print Preview so it prints the invoice that is ticked rather than the last one to be clicked on. Also allow for multiple invoices to be previewed. |
| 912.01 |
Issue |
9116ag.2 |
Invoices | Fixed Paid Write Off column so it is editable after printing an invoice. |
| Summary: Fixed Paid Write Off column so it is editable after printing an invoice. |
| 860.3 |
Issue |
EC#5225 |
Invoices | Fixed an issue that caused errors when trying to delete an invoice entry for a deleted invoice on fixed price work. |
| Summary: Fixed an issue that caused errors when trying to delete an invoice entry for a deleted invoice on fixed price work. |
| 860.1 |
Change |
EC#5181E |
Invoices | In the Export to MYOB populate Category from an Information Item called MYOB Category on the Project. |
| Summary: In the Export to MYOB populate Category from an Information Item called MYOB Category on the Project. |
| 856.8 |
Change |
EC#5006 |
Invoices | The Import Comments function on the invoice notes dialog will now also include all timesheet comments for the fixed price stages linked to the invoice. |
| Summary: The Import Comments function on the invoice notes dialog will now also include all timesheet comments for the fixed price stages linked to the invoice. |
| 854.5 |
Change |
none |
Invoices | Added new tags for use in custom invoice templates. |
| Summary: Added new tags for use in custom invoice templates. |
| 853.0 |
Issue |
EC#5081 |
Invoices | Fixed issue where printed invoices on fixed price work were missing data if printed after logging out and in again. |
| Summary: Fixed issue where printed invoices on fixed price work were missing data if printed after logging out and in again. |
| 851.2 |
Issue |
SVT#618 |
Invoices | Corrected Totals after applying a filter (via right-click menu) to the list of invoices. |
| Summary: Corrected Totals after applying a filter (via right-click menu) to the list of invoices. |
| 850.28 |
Issue |
EC#4991 |
Invoices | Fixed issue with credit invoices In engineering configurations where a negative invoice caused previously invoiced expenses to have their \\\'invoiced\\\' flag reset. |
| Summary: Fixed issue with credit invoices In engineering configurations where a negative invoice caused previously invoiced expenses to have their \\\'invoiced\\\' flag reset. |
| 849.25 |
Issue |
EC#4941 |
Invoices | Fixed the Invoices Not Paid filter on Invoices tab. |
| Summary: Fixed the Invoices Not Paid filter on Invoices tab. |
| 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. |
| Summary: 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. |
| 840.12 |
Issue |
EC#4801 |
Invoices | Fixed issue where invoice numbers were not being corrected generated in sequence. |
| Summary: Fixed issue where invoice numbers were not being corrected generated in sequence. |
| 838.9 |
Issue |
EC#4709 |
Invoices | Fixed issue where Fixed Price invoices were not being picked up in the Export to Accounting Package when AccountsExportOption=4 |
| Summary: Fixed issue where Fixed Price invoices were not being picked up in the Export to Accounting Package when AccountsExportOption=4 |
| 838.6 |
Issue |
EC#4674 |
Invoices | Invoices tab: various issues resolved. More... |
| Summary: Invoices tab: various issues resolved. More... |
| 838.33 |
Change |
EC#4757 |
Invoices | Clients that are couples or individuals are now properly catered for in the invoice export. More... |
| Summary: Clients that are couples or individuals are now properly catered for in the invoice export. More... |
| 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. |
| Summary: 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. More... |
| Summary: Invoices tab improvements with All checkbox, Invoice Template dropdown and export dialog. More... |
| 837.44 |
Issue |
EC#4671 |
Invoices | Allow Date Paid and Paid$ to be entered on invoices with \"exported\" status (in addition to \"printed\" status). |
| Summary: Allow Date Paid and Paid$ to be entered on invoices with \"exported\" status (in addition to \"printed\" status). |
| 837.28 |
Issue |
EC#4655 |
Invoices | Properly itemise expenses on the printed invoice when there are multiple entries of the same expense type. |
| Summary: Properly itemise expenses on the printed invoice when there are multiple entries of the same expense type. |
| 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 |
| Summary: 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 |
New Feature |
EC#4539 |
Invoices | New option to export invoices to MYOB. Manual step is required (see Description). More... |
| Summary: New option to export invoices to MYOB. Manual step is required (see Description). More... |
| 833.02 |
Change |
EC#4452 |
Invoices | On the Invoices tab, each column that displays $ values now has a Total shown. |
| Summary: On the Invoices tab, each column that displays $ values now has a Total shown. |
| 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. |
| Summary: Created new #TAGS that allow both fixed and hourly stages to be printed with details on the same invoice. |
| 823.26 |
Change |
EC#4003 |
Invoices | Invoice To Date calculation More... |
| Summary: Invoice To Date calculation More... |
| 823.17 |
Issue |
EC#4286 |
Invoices | Fixed issue where Date Paid and Paid $ on an invoice row became read only after printing invoice |
| Summary: 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 |
| Summary: Fixed issue where Date Paid and Paid $ became read only after printing invoice |
| 822.01 |
Change |
none |
Invoices | Invoice Date More... |
| Summary: Invoice Date More... |
| 822.01 |
Issue |
EC#3949 |
Invoices | Invoice date in Account Sheet reflects changes made in Invoices tab More... |
| Summary: Invoice date in Account Sheet reflects changes made in Invoices tab More... |
| 822.01 |
New Feature |
EC#4048 |
Invoices | Invoice Print Preview More... |
| Summary: Invoice Print Preview More... |
| 822.01 |
New Feature |
none |
Invoices | Invoice Status More... |
| Summary: Invoice Status More... |
| 819 |
Issue |
EC#4167 |
Invoices | Stages are now printed on the invoice in the same order as they appear in the tree. |
| Summary: Stages are now printed on the invoice in the same order as they appear in the tree. |
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