| Release |
Type |
Reference |
Area |
Summary |
| 962.10 |
Change |
E#686 |
Email | Several email enhancements in relation to attachments. More... |
| Summary: Several email enhancements in relation to attachments. More... |
| 958.6 |
Change |
E#1422 |
Schedule | Various changes to viewing and saving the Schedule More... |
| Summary: Various changes to viewing and saving the Schedule More... |
| 958.51 |
Change |
E#1527 |
Documents | Improved load time of Documents screen by optimising code and reduced the maximum number of documents displayed from 1000 to 200. This can be changed with setting [options] MaxDocsDisplayed=n Also fixed \'remove filter\' function. |
| Summary: Improved load time of Documents screen by optimising code and reduced the maximum number of documents displayed from 1000 to 200. This can be changed with setting [options] MaxDocsDisplayed=n Also fixed \'remove filter\' function. |
| 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. |
| 958.3 |
Change |
E#1419 |
Accounts | Various changes to Accounts filters to fix specific issues and improve usability. More... |
| Summary: Various changes to Accounts filters to fix specific issues and improve usability. More... |
| 958.24 |
Change |
E#1482 |
Documents | Users can now choose whether to assign Doc# to documents that are attached manually using the Link or Copy Managed options. The default is no numbering. To enable numbering add this to eTrack Settings under [options]: NumberAttachedDocs= 1 |
| Summary: Users can now choose whether to assign Doc# to documents that are attached manually using the Link or Copy Managed options. The default is no numbering. To enable numbering add this to eTrack Settings under [options]: NumberAttachedDocs= 1 |
| 958.20 |
Change |
E#1566 |
Email | Created a new setting (add under [Options] in eTrack Settings) NewEmailPreText=\'xxx\' that puts the specified text at the start of the Subject for every new email. |
| Summary: Created a new setting (add under [Options] in eTrack Settings) NewEmailPreText=\'xxx\' that puts the specified text at the start of the Subject for every new email. |
| 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... |
| 957.1 |
Change |
E#1403 |
Email | Send sync now has a setting to auto file emails that is separate to the auto file inbox setting. To enable sync and file of sent emails for all staff please contact eTrack Support for a script. |
| Summary: Send sync now has a setting to auto file emails that is separate to the auto file inbox setting. To enable sync and file of sent emails for all staff please contact eTrack Support for a script. |
| 957.0 |
Change |
E#1223 |
Accounts | Fixed Adjustments are now created by entering invoice $ greater than To Bill. This makes it consistent with how Prebill adjustments are created. More... |
| Summary: Fixed Adjustments are now created by entering invoice $ greater than To Bill. This makes it consistent with how Prebill adjustments are created. 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. |
| 955.2 |
Change |
E#1391 |
Reports | Improved grouping functionality including the ability to collapse on tab reports (previously only available in the Gallery). More... |
| Summary: Improved grouping functionality including the ability to collapse on tab reports (previously only available in the Gallery). More... |
| 954.9 |
Change |
E#1380 |
Documents | Changed Document Properites Contact dropdown to only list contacts from the Company if one is selected. Also Parent field will now populate with the project when the document is created from a folder. |
| Summary: Changed Document Properites Contact dropdown to only list contacts from the Company if one is selected. Also Parent field will now populate with the project when the document is created from a folder. |
| 954.6 |
Change |
E#1245 |
Notes | Enabled Spell Check and Tools menu and cleaned up the filter list so it only includes All plus the defined filters. Also added a new feature to include timesheets. More... |
| Summary: Enabled Spell Check and Tools menu and cleaned up the filter list so it only includes All plus the defined filters. Also added a new feature to include timesheets. More... |
| 952.6 |
Change |
E#145 |
Accounts | Changed how some of the Accounts filters work. More... |
| Summary: Changed how some of the Accounts filters work. More... |
| 951.3 |
Change |
E#1200 |
Email | Don\'t enable Tasks unless Email=1 is set |
| Summary: Don\'t enable Tasks unless Email=1 is set |
| 948.10 |
Change |
E#1048 |
Utilities | Bulk lock of empty timesheet weeks. More... |
| Summary: Bulk lock of empty timesheet weeks. More... |
| 948.0 |
Change |
E#1098 |
Tree | Improved the way items are deleted. More... |
| Summary: Improved the way items are deleted. More... |
| 948.0 |
Change |
E#519 |
Security | Increased security of access to items in the tree. More... |
| Summary: Increased security of access to items in the tree. More... |
| 947.24 |
Change |
E#111 |
Notes | Enhanced the Notify function on notes. More... |
| Summary: Enhanced the Notify function on notes. More... |
| 944.5 |
Change |
E#855 |
Reports | Changed how the active flag on reports behaves. More... |
| Summary: Changed how the active flag on reports behaves. More... |
| 944.2 |
Change |
E#838 |
Email | Use of Keywords to select Emails to import has been improved with helptips . Note each Keyword must be on a separate line. |
| Summary: Use of Keywords to select Emails to import has been improved with helptips . Note each Keyword must be on a separate line. |
| 944.12 |
Change |
E#20 |
Transmittals | Transmittal fields are now be available through the Report Details Insert Field dialog by selecting the \"Transmittal\" field at the bottom of the list of fields. |
| Summary: Transmittal fields are now be available through the Report Details Insert Field dialog by selecting the \"Transmittal\" field at the bottom of the list of fields. |
| 944.1 |
Change |
E#353 E#733 |
General | Hid Contract Value on Project Tab as it was incorrectly showing Project Fee and also a security issue for some clients. |
| Summary: Hid Contract Value on Project Tab as it was incorrectly showing Project Fee and also a security issue for some clients. |
| 944.0 |
Change |
E#20 |
Transmittals | Console replaces the Transmittal Document Template used plus fixes the transmittal table.**Please add your header and footer to the Document.** |
| Summary: Console replaces the Transmittal Document Template used plus fixes the transmittal table.**Please add your header and footer to the Document.** |
| 944 |
Change |
E#558 |
Budget | For each staff member, if the Target Billed Hours was 0 (see Settings/Administration) it has been set to be the same as the Standard Working Hours. |
| Summary: For each staff member, if the Target Billed Hours was 0 (see Settings/Administration) it has been set to be the same as the Standard Working Hours. |
| 944 |
Change |
E#741 |
Performance | Projects listed under a Person (whatever the relationship, eg ‘owns’) are hidden if they have the status of Closed, Archived, Complete, Completed or On Hold. More... |
| Summary: Projects listed under a Person (whatever the relationship, eg ‘owns’) are hidden if they have the status of Closed, Archived, Complete, Completed or On Hold. More... |
| 944.0 |
Change |
E#741 EC#6090 |
Performance | Inactive projects/jobs are now hidden in lists under a Staff Member (eg owns relationship) to improve performance and usability. |
| Summary: Inactive projects/jobs are now hidden in lists under a Staff Member (eg owns relationship) to improve performance and usability. |
| 944.0 |
Change |
E#789, E#812-1 |
Schedule | All project schedules have been changed to ‘Fixed Schedule’ = OFF.This means red ETC bars will automatically move forward as work is done and the day progresses. More... |
| Summary: All project schedules have been changed to ‘Fixed Schedule’ = OFF.This means red ETC bars will automatically move forward as work is done and the day progresses. More... |
| 944 |
Change |
E#812-1 |
Schedule | All projects have been changed to have ‘Fixed Schedule’ Off. This means that schedules (ETC/red bars) will automatically move forward as the day moves forward and not enough time is entered (Actual/green bars). More... |
| Summary: All projects have been changed to have ‘Fixed Schedule’ Off. This means that schedules (ETC/red bars) will automatically move forward as the day moves forward and not enough time is entered (Actual/green bars). More... |
| 943.6 |
Change |
|
Documents | If a problem occurs when exporting a file for example due to broken link, eTrack now halts the export process, tells you why it didn\'t work and how many files weren’t exported. |
| Summary: If a problem occurs when exporting a file for example due to broken link, eTrack now halts the export process, tells you why it didn\'t work and how many files weren’t exported. |
| 943.6 |
Change |
|
Documents | The order of the columns in the Document tab have changed to be more relevant and usable. |
| Summary: The order of the columns in the Document tab have changed to be more relevant and usable. |
| 943.56 |
Change |
E#620 |
Timesheets | The ‘Approve Timesheet’ menu item has been changed to ‘Update Timesheet Status’ and the utility rewritten to be faster and more accurate. |
| Summary: The ‘Approve Timesheet’ menu item has been changed to ‘Update Timesheet Status’ and the utility rewritten to be faster and more accurate. |
| 943.54 |
Change |
E#752 |
Email | Added ability to remove a Reference from an Email, click the v icon and select Remove. Prevented From/To/CC/BCC from being deleted from received emails. References added via drag/drop are placed at the end of the list (below the ADD button). |
| Summary: Added ability to remove a Reference from an Email, click the v icon and select Remove. Prevented From/To/CC/BCC from being deleted from received emails. References added via drag/drop are placed at the end of the list (below the ADD button). |
| 943.52 |
Change |
E#737 |
Expenses/Disbursements | You can now attached any file type to an Expense. More... |
| Summary: You can now attached any file type to an Expense. More... |
| 943.5 |
Change |
|
Performance | Significant Tree performance improvements by eliminating unnecessary database queries during refresh. |
| Summary: Significant Tree performance improvements by eliminating unnecessary database queries during refresh. |
| 943.5 |
Change |
E#448 |
Reports | The Date selection in the Reports Gallery has been changed to be more intuitive. More... |
| Summary: The Date selection in the Reports Gallery has been changed to be more intuitive. More... |
| 943.32 |
Change |
GapK |
Contacts | Added State and Country to PO Address. |
| Summary: Added State and Country to PO Address. |
| 943.3 |
Change |
|
Expenses/Disbursements | The Expenses tab on a Staff Member now has the ability to filter by Entry Type in the right menu and now shows totals when filtered. |
| Summary: The Expenses tab on a Staff Member now has the ability to filter by Entry Type in the right menu and now shows totals when filtered. |
| 943.3 |
Change |
|
General | The Settings accessed via the cog icon top right has been re-laid out to use buttons not tabs. More... |
| Summary: The Settings accessed via the cog icon top right has been re-laid out to use buttons not tabs. More... |
| 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. |
| 943.3 |
Change |
|
Performance | Exclude closed projects from under staff to make more usable when clicking Schedule or Accounts icon with the staff member selected in the tree. More... |
| Summary: Exclude closed projects from under staff to make more usable when clicking Schedule or Accounts icon with the staff member selected in the tree. More... |
| 943.3 |
Change |
|
Reports | In the Report Gallery you can easily hide Reports you are not using by making inactive. More... |
| Summary: In the Report Gallery you can easily hide Reports you are not using by making inactive. More... |
| 943.20 |
Change |
E#347 |
Documents | Document and File Revisions More... |
| Summary: Document and File Revisions More... |
| 943.15 |
Change |
B#648 |
Budget | The Margin $ and Markup % calculations have changed to match standard accounting definitions. Refer to the user guide. |
| Summary: The Margin $ and Markup % calculations have changed to match standard accounting definitions. Refer to the user guide. |
| 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... |
| 940.12 |
Change |
|
Contacts | When selecting a Company or a Contact there is an option to see the address displayed in Google Maps.
This defaults to off and the user can choose to turn it on. More... |
| Summary: When selecting a Company or a Contact there is an option to see the address displayed in Google Maps.
This defaults to off and the user can choose to turn it on. More... |
| 940.12 |
Change |
|
Contacts | You can now choose whether to display the Suburb on Companies and Contacts. Default is not to. More... |
| Summary: You can now choose whether to display the Suburb on Companies and Contacts. Default is not to. More... |
| 940.12 |
Change |
|
Reports | In the Report Gallery you can hide the Reports you are not using by expanding Setup/Reports, expanding to find the Report you want to hide and double clicking it, then clicking Active button top right to make Inactive. |
| Summary: In the Report Gallery you can hide the Reports you are not using by expanding Setup/Reports, expanding to find the Report you want to hide and double clicking it, then clicking Active button top right to make Inactive. |
| 940.12 |
Change |
|
Schedule | In the Schedule tab there is My Work button at the top that shows you just the scheduled work (ETC red bars) of the selected staff member. This is now editable for staff members if you wish (see More…) More... |
| Summary: In the Schedule tab there is My Work button at the top that shows you just the scheduled work (ETC red bars) of the selected staff member. This is now editable for staff members if you wish (see More…) More... |
| 940.12 |
Change |
|
Security | Every Person, every Document and every Email can now have an “Access Level” that is a simple Integer. More... |
| Summary: Every Person, every Document and every Email can now have an “Access Level” that is a simple Integer. More... |
| 940.12 |
Change |
E#319 |
Reports | The Date Filter used for reports has been improved.
You don’t need the Shift key. Instead click once for the Start Date, then click again for the End Date. |
| Summary: The Date Filter used for reports has been improved.
You don’t need the Shift key. Instead click once for the Start Date, then click again for the End Date. |
| 940.0 |
Change |
|
Documents | A new advanced Find has been provided in the Document tab by clicking the Find button. More... |
| Summary: A new advanced Find has been provided in the Document tab by clicking the Find button. More... |
| 940.0 |
Change |
|
Documents | eTrack now supports linked Documents that have a file path longer than 260 characters. |
| Summary: eTrack now supports linked Documents that have a file path longer than 260 characters. |
| 940.0 |
Change |
|
Settings | Added use of mouse scroll wheel plus added Search to Settings. |
| Summary: Added use of mouse scroll wheel plus added Search to Settings. |
| 940.0 |
Change |
|
Settings | The Settings (cog icon top right) has been re-laid out to use buttons not tabs. More... |
| Summary: The Settings (cog icon top right) has been re-laid out to use buttons not tabs. More... |
| 940.0 |
Change |
|
Tree | Projects with Complete, Closed or Archived Status are filtered out of Relationships under a staff member to make these lists easier to navigate and faster to access. More... |
| Summary: Projects with Complete, Closed or Archived Status are filtered out of Relationships under a staff member to make these lists easier to navigate and faster to access. 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... |
| 939.24 |
Change |
GR#346 |
Settings | Added Type Setting 94 Always Show Number that displays Number in the tree; for types such as Transmittal that do not do so by default. |
| Summary: Added Type Setting 94 Always Show Number that displays Number in the tree; for types such as Transmittal that do not do so by default. |
| 939.23 |
Change |
E#128 |
Settings | Changed Invoice Numbering from a Global setting to a Type Setting so that multiple invoice numbering systems can be set, for instance if there are multiple project types. |
| Summary: Changed Invoice Numbering from a Global setting to a Type Setting so that multiple invoice numbering systems can be set, for instance if there are multiple project types. |
| 939.2 |
Change |
EC#6015 |
Budget | The calculations for the new fields added in EC#5354 have been corrected to include only those sub-consultants / expenses where To Invoice / Add to Price is ticked. The figures should reflect only what is going to be billed. |
| Summary: The calculations for the new fields added in EC#5354 have been corrected to include only those sub-consultants / expenses where To Invoice / Add to Price is ticked. The figures should reflect only what is going to be billed. |
| 930.3 |
Change |
B#115 |
Email | The Filed folder now only shows emails filed by the logged in user. More... |
| Summary: The Filed folder now only shows emails filed by the logged in user. More... |
| 930.16 |
Change |
EC#5890 |
General | Panel View has been switched off in the interest of stability. |
| Summary: Panel View has been switched off in the interest of stability. |
| 930.16 |
Change |
EC#5893 |
Budget | Planned Expenses have been removed from the Price Structure table so that the total displayed equals the sum of the items listed. |
| Summary: Planned Expenses have been removed from the Price Structure table so that the total displayed equals the sum of the items listed. |
| 930.16 |
Change |
EC#5953 |
Accounts | An optional confirmation warning has been added to the Account Sheet to avoid unnecessary loading times. More... |
| Summary: An optional confirmation warning has been added to the Account Sheet to avoid unnecessary loading times. More... |
| 923.01 |
Change |
EC#5799 |
Expenses/Disbursements | Approved Expenses are read only. Only staff with security permission 2 can approve or unapproved an Expense. More... |
| Summary: Approved Expenses are read only. Only staff with security permission 2 can approve or unapproved an Expense. More... |
| 923.01 |
Change |
F9#45 |
General | When deleting items the confirmation dialog no longer pops up listing all Relationships that will be removed along with the deletion. |
| Summary: When deleting items the confirmation dialog no longer pops up listing all Relationships that will be removed along with the deletion. |
| 922.01 |
Change |
EC#5467 |
Settings | If security permission 49 is ticked for user security group, users will be able to edit Assignee Plan and ETC hours |
| Summary: If security permission 49 is ticked for user security group, users will be able to edit Assignee Plan and ETC hours |
| 922.01 |
Change |
F2 |
Reports | Billing Contact field has been added to the WIP Report |
| Summary: Billing Contact field has been added to the WIP Report |
| 922.0 |
Change |
EC#5571 |
Settings | Permissions 56 and 57 turned off for Lookups and Lookup Values to allow for admin users to delete lookups. |
| Summary: Permissions 56 and 57 turned off for Lookups and Lookup Values to allow for admin users to delete lookups. |
| 921.29 |
Change |
GE24 |
Reports | \\\'Reimbursable\\\' field has been added to Activity Time Expense ER110 Report and Time and Expense Report |
| Summary: \\\'Reimbursable\\\' field has been added to Activity Time Expense ER110 Report and Time and Expense Report |
| 921.21 |
Change |
|
Tree | Performance enhancements made to the tree |
| Summary: Performance enhancements made to the tree |
| 921.04 |
Change |
EC#5739 |
Project Details | Changes to Stage Summary table on a project More... |
| Summary: Changes to Stage Summary table on a project More... |
| 921.03 |
Change |
|
Documents | The ‘Calculate’ button in the document editor will calculate formulas entered in cells, when prefixed with ‘=’. |
| Summary: The ‘Calculate’ button in the document editor will calculate formulas entered in cells, when prefixed with ‘=’. |
| 921.0 |
Change |
EC#5717 |
General | Significant improvements made to log-on time |
| Summary: Significant improvements made to log-on time |
| 920.10 |
Change |
EC#5480 |
Tree | New projects can no longer be created from the right click menu in the tree. To create a new project, use the \'New\' button above the search bar. |
| Summary: New projects can no longer be created from the right click menu in the tree. To create a new project, use the \'New\' button above the search bar. |
| 920.04 |
Change |
EC#5604 |
Email | Display of Email Inbox has been sped up by loading one page at a time when scrolling the list, removing the Grouping (by date) and limiting the Preview List mode to show 3000 items. |
| Summary: Display of Email Inbox has been sped up by loading one page at a time when scrolling the list, removing the Grouping (by date) and limiting the Preview List mode to show 3000 items. |
| 918.14 |
Change |
F9#02 |
Performance | Improved speed when running Job WIP Report (by Manager). |
| Summary: Improved speed when running Job WIP Report (by Manager). |
| 912.01 |
Change |
9112.jw20 |
Settings | Added ability for user to reset Next Number for Project via Settings > Types. |
| Summary: Added ability for user to reset Next Number for Project via Settings > Types. |
| 907 |
Change |
ESR11249A11 |
Timesheets | Enhanced Time Capture to record time periods which can be viewed via a report. |
| Summary: Enhanced Time Capture to record time periods which can be viewed via a report. |
| 861.8 |
Change |
E166 |
Email | Added Signature to Reply / Reply All and Forward emails. It is the same signature as that used for new messages. |
| Summary: Added Signature to Reply / Reply All and Forward emails. It is the same signature as that used for new messages. |
| 861.6 |
Change |
none |
General | Updated error reporting to be compatible with new email provider and added return email address of sender to report details. |
| Summary: Updated error reporting to be compatible with new email provider and added return email address of sender to report details. |
| 861.10 |
Change |
none |
Timesheets | Added sort by Parent Name to Timesheet and renamed sort by name to sort by entry name. |
| Summary: Added sort by Parent Name to Timesheet and renamed sort by name to sort by entry name. |
| 860.2 |
Change |
EC#5197 |
Timesheets | Enhanced Time Capture utility so it is compatible with engineering configurations. |
| Summary: Enhanced Time Capture utility so it is compatible with engineering configurations. |
| 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. |
| 860.10 |
Change |
EC#5226 |
Accounts | When a new invoice entry is created and a value entered for Invoice $ the Status will automatically be set to To Invoice. To exclude an invoice entry from the invoice being created change the Status to On Hold. |
| Summary: When a new invoice entry is created and a value entered for Invoice $ the Status will automatically be set to To Invoice. To exclude an invoice entry from the invoice being created change the Status to On Hold. |
| 859 |
Change |
EC#5194 |
eTrackTasks | Changed the way eTrackTasks.exe works to run scheduled tasks. More... |
| Summary: Changed the way eTrackTasks.exe works to run scheduled tasks. More... |
| 858.1 |
Change |
EC#5195 |
Utilities | Updated the Document Link Utility so it accepts input from a file. This allows a user to define a tree node where the utility is to be run when it is launched by the eTrackTasks application as a scheduled task. |
| Summary: Updated the Document Link Utility so it accepts input from a file. This allows a user to define a tree node where the utility is to be run when it is launched by the eTrackTasks application as a scheduled task. |
| 857.8 |
Change |
SVT#1186 |
Schedule | When you click on a cell with a red bar (ETC) the status bar at the bottom will display who last modified (or created) it and when. |
| Summary: When you click on a cell with a red bar (ETC) the status bar at the bottom will display who last modified (or created) it and when. |
| 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. |
| 855.1 |
Change |
EC#5119 |
Reports | Added Cost column to the Activity/Time Summary Report that is only visible to users in security groups with access to labour costs. |
| Summary: Added Cost column to the Activity/Time Summary Report that is only visible to users in security groups with access to labour costs. |
| 854.5 |
Change |
none |
Invoices | Added new tags for use in custom invoice templates. |
| Summary: Added new tags for use in custom invoice templates. |
| 854.4 |
Change |
EC#5067 |
Security | Re-enabled override of Admin Delete Protected items for Administrator security group. |
| Summary: Re-enabled override of Admin Delete Protected items for Administrator security group. |
| 854.3 |
Change |
SVT#1162 |
Expenses/Disbursements | Added a new [option] for the Expense Export called PurchaseOrderNumber where you can define a constant value for the Purchase# field in the export file to get around MYOB defaulting a value when it finds a blank Purchase#. |
| Summary: Added a new [option] for the Expense Export called PurchaseOrderNumber where you can define a constant value for the Purchase# field in the export file to get around MYOB defaulting a value when it finds a blank Purchase#. |
| 854.11 |
Change |
EC#4989 |
Timesheets | Provided settings so that users cannot add tasks or rates from the timesheet (engineering config). More... |
| Summary: Provided settings so that users cannot add tasks or rates from the timesheet (engineering config). More... |
| 854.11 |
Change |
SVT#1164 |
Schedule | Added a new eTrack Settings [options] ScheduleWeeklyViewReadOnly. When set to 1 the Schedule cannot be edited when the Resolution is Hours/Week. |
| Summary: Added a new eTrack Settings [options] ScheduleWeeklyViewReadOnly. When set to 1 the Schedule cannot be edited when the Resolution is Hours/Week. |
| 854.0 |
Change |
EC#5098 |
Documents | A document template is now required to have a TYPE associated with it. More... |
| Summary: A document template is now required to have a TYPE associated with it. More... |
| 853.3 |
Change |
W194 |
Security | Added new security group permission #204 Write Access to Dashboards to control which user groups can edit dashboard settings. |
| Summary: Added new security group permission #204 Write Access to Dashboards to control which user groups can edit dashboard settings. |
| 853.2 |
Change |
EC#4993 |
Transmittals | On Transmittals tab if a transmittal includes a document that is not linked in eTrack it can be still be recorded via Add Doc Name button that allows the user to type the Document Name. |
| Summary: On Transmittals tab if a transmittal includes a document that is not linked in eTrack it can be still be recorded via Add Doc Name button that allows the user to type the Document Name. |
| 853.1 |
Change |
EC#5076 |
General | Fixed crash when creating a new item in the tree under an item listed in the Find Results. |
| Summary: Fixed crash when creating a new item in the tree under an item listed in the Find Results. |
| 853.1 |
Change |
EC#5088 |
Reports | Changed Export button to Backup that creates a backup file of the report and saves it to the Report Path as defined in Console. |
| Summary: Changed Export button to Backup that creates a backup file of the report and saves it to the Report Path as defined in Console. |
| 853.0 |
Change |
EC#5067 |
General | Tidied up various configuration options and settings and tightened security in regards to access to delete functions. More... |
| Summary: Tidied up various configuration options and settings and tightened security in regards to access to delete functions. More... |
| 852.3 |
Change |
D173 |
File Management | Changed the format of directories on the server to include both number and name (or acronym) where previously only projects included number. Also fixed issue where name could not be edited for new items. |
| Summary: Changed the format of directories on the server to include both number and name (or acronym) where previously only projects included number. Also fixed issue where name could not be edited for new items. |
| 851.3 |
Change |
none |
Documents | The Favourites tab on the Insert Fields dialog has been replaced. The new function allows you to browse to the screen and field you require. This is easier to use and will resolve several issues of wrong or no data shown and errors with some fields. |
| Summary: The Favourites tab on the Insert Fields dialog has been replaced. The new function allows you to browse to the screen and field you require. This is easier to use and will resolve several issues of wrong or no data shown and errors with some fields. |
| 851.10 |
Change |
D202 |
File Management | If a project folder exists in the document path but is not linked to the matching project in the tree, when a file operation is performed eTrack will create a link to that folder (previously was creating a duplicate folder). |
| Summary: If a project folder exists in the document path but is not linked to the matching project in the tree, when a file operation is performed eTrack will create a link to that folder (previously was creating a duplicate folder). |
| 851.1 |
Change |
EC#4916 |
Reports | Added Approval Status column to Activity/Time Report to show if the timesheet cell is Approved or Not Approved. Note that an individual timesheet cell may be approved separately even though the Timesheet Week status is Draft or Complete. |
| Summary: Added Approval Status column to Activity/Time Report to show if the timesheet cell is Approved or Not Approved. Note that an individual timesheet cell may be approved separately even though the Timesheet Week status is Draft or Complete. |
| 849.32 |
Change |
EC#4973 |
Email | Added support for TLS protocol - to choose a protocol go to the User Accounts dialog, tick Use SSL and then select a protocol from the dropdown. |
| Summary: Added support for TLS protocol - to choose a protocol go to the User Accounts dialog, tick Use SSL and then select a protocol from the dropdown. |
| 849.31 |
Change |
no ref |
Documents | Enhanced the Doc Link Utility so it can also be run on a project template. |
| Summary: Enhanced the Doc Link Utility so it can also be run on a project template. |
| 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. |
| Summary: 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. More... |
| Summary: Adjustments reinstated to Accounts sheet for Architect database configurations. More... |
| 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. |
| 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. |
| Summary: 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. More... |
| Summary: Added Refresh button to custom register tabs so user can update to reflect changes made. More... |
| 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). |
| Summary: 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. |
| Summary: 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. More... |
| Summary: Added Copy, Paste and Cut functions to the right-click menu for grids and fields throughout eTrack and Copy/Paste for checklist items. More... |
| 846.22 |
Change |
E116 |
Email | Added BCC function to new emails. |
| Summary: 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. |
| Summary: 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. |
| Summary: 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). |
| Summary: 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. |
| Summary: 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. More... |
| Summary: Changed the default behaviour when saving embedded documents to not save backups in the document path as this is redundant. More... |
| 845.2 |
Change |
EC#4823 |
Accounts | New rules for Write Off to ensure correct calculation of WIP. More... |
| Summary: New rules for Write Off to ensure correct calculation of WIP. More... |
| 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. |
| Summary: 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. |
| Summary: 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. |
| Summary: 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. More... |
| Summary: The types under which Invoice Entries in the Accounts tab can be created is now controlled by Type Settings. More... |
| 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. More... |
| Summary: 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. More... |
| 840.6 |
Change |
EC#4501 |
Documents | Document Link Utility changed so it does not create duplicate project folders. More... |
| Summary: Document Link Utility changed so it does not create duplicate project folders. More... |
| 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) |
| Summary: 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. |
| Summary: 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. |
| Summary: 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. |
| Summary: 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. |
| Summary: 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). |
| Summary: 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. More... |
| Summary: Documents tab will now list documents for the selected tree item only. More... |
| 838.33 |
Change |
EC#4722 |
Accounts | Adjustments column (to Bill in Advance) removed from Accounts sheet. More... |
| Summary: Adjustments column (to Bill in Advance) removed from Accounts sheet. 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... |
| 838.28 |
Change |
S070 |
Timesheets | Timesheet tab layout improvements More... |
| Summary: Timesheet tab layout improvements More... |
| 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. |
| Summary: 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. More... |
| Summary: New Help links. 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... |
| 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. More... |
| Summary: The Document Link Utility can now be configured to exclude OR include specific file types according to a user-defined filter list. More... |
| 838 |
Change |
EC#4559 |
Reports | Invoice Report: fixed value shown for Total (Inc GST) and added new column $ owing to show unpaid balance. |
| Summary: 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. More... |
| Summary: Add new permission to allow users to edit Timesheet Activities. More... |
| 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 |
| 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 |
Change |
EC#4190 |
General | All Details screens now have a rich text editing ribbon |
| Summary: All Details screens now have a rich text editing ribbon |
| 832.06 |
Change |
none |
Contract Adminstration | Added Provisional Sum to Construction Info tab |
| Summary: 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. |
| Summary: 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. |
| Summary: Added Status to Sum Adjust and Progress Claims construction registers. |
| 832.06 |
Change |
none |
Contract Adminstration | Removed Attachment (column) from all construction registers. |
| Summary: 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. |
| Summary: 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. |
| Summary: 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. |
| Summary: 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. |
| Summary: Improved quality of images in documents on screen and in exported formats. |
| 832.06 |
Change |
none |
Documents | Improved speed of loading a document. |
| Summary: Improved speed of loading a document. |
| 832 |
Change |
EC#3760 |
Contacts | Removed Suburb field from Company details tab. Concatenated data to the City field. |
| Summary: Removed Suburb field from Company details tab. Concatenated data to the City field. |
| 823.53 |
Change |
EC#4364 |
Timesheets | Improved usability of Timesheet Activity dropdown.
More... |
| Summary: Improved usability of Timesheet Activity dropdown.
More... |
| 823.26 |
Change |
EC#4003 |
Invoices | Invoice To Date calculation More... |
| Summary: Invoice To Date calculation More... |
| 823.26 |
Change |
EC#4305 |
Reports | Allow user to enter a date range when running a report for 'whole of office' More... |
| Summary: Allow user to enter a date range when running a report for 'whole of office' More... |
| 822.16 |
Change |
EC#4236 |
Notes | On the Notifiy dialog Notify Date now defaults to today (was one month in future) |
| Summary: 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 More... |
| Summary: Progress notes to allow entry of multiple note types More... |
| 822.09 |
Change |
none |
General | Date Types More... |
| Summary: Date Types More... |
| 822.01 |
Change |
none |
Invoices | Invoice Date More... |
| Summary: Invoice Date More... |
| 820.03 |
Change |
EC#4126 |
General | Increase field size of Acronym field to 6 characters |
| Summary: Increase field size of Acronym field to 6 characters |
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