Release:
940.12
Reference: Type:Issue
Area:Tree
Summary:You can refresh the tree by clicking any item in the tree and pressing F5 (or right-click > Refresh).
Description:Now when a Refresh is done, all fields, Assignees, Contacts (and other Relationships) are fully refreshed. Previously only a partial refresh was done.
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Release | Type | Reference | Area | Summary |
---|---|---|---|---|
965.44 | New Feature | E#712 | Added support for proxy addresses. More... | |
Summary: Added support for proxy addresses. More... | ||||
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... | ||||
962.4 | Issue | E#1064 | Removed \\\\\\\'Preview List\\\\\\\' view option. This is a temporary measure as was causing display issues. It will be fully enhanced and reinstated in a future release. | |
Summary: Removed \\\\\\\'Preview List\\\\\\\' view option. This is a temporary measure as was causing display issues. It will be fully enhanced and reinstated in a future release. | ||||
962.15 | Issue | E#1060 | Project Details | Fixed issue that was preventing an assigned role from being removed even though it had no timesheets booked. |
Summary: Fixed issue that was preventing an assigned role from being removed even though it had no timesheets booked. | ||||
962.10 | Change | E#686 | Several email enhancements in relation to attachments. More... | |
Summary: Several email enhancements in relation to attachments. More... | ||||
959.9 | Issue | E#1151 | General | Resolved a timing issue that occurred when switching tabs causing the \'person / work mismatch while saving\' error or \'problem saving x and displaying y\' error. |
Summary: Resolved a timing issue that occurred when switching tabs causing the \'person / work mismatch while saving\' error or \'problem saving x and displaying y\' error. | ||||
959.5 | Issue | E#1089 | Schedule | Fixed issue where opening a project in the Schedule resulted in staff, who were not assigned but had booked hours in the Timesheet, to become assigned even when the Auto Assign setting was off. More... |
Summary: Fixed issue where opening a project in the Schedule resulted in staff, who were not assigned but had booked hours in the Timesheet, to become assigned even when the Auto Assign setting was off. More... | ||||
959.3 | Issue | E#1535 | Reports | Improved the way report Filters work. More... |
Summary: Improved the way report Filters work. 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. | ||||
958.46 | Issue | E#1516 | Timesheets | When selecting a Task in the timesheet the correct rate now defaults. If the person is already assigned then the assigned rate is used. If the person is not assigned their Default Role is used, provided it exists in the rate set for that work. |
Summary: When selecting a Task in the timesheet the correct rate now defaults. If the person is already assigned then the assigned rate is used. If the person is not assigned their Default Role is used, provided it exists in the rate set for that work. | ||||
958.46 | Issue | E#1519 | Notes | Fixed error that occurred in Notes when pressing |
Summary: Fixed error that occurred in Notes when pressing | ||||
958.46 | Issue | E#997 | General | Removed the highlight effect around selected cells as it was causing a persistent blue box to appear on other screens and applications that were not configured to \'stay on top\'. |
Summary: Removed the highlight effect around selected cells as it was causing a persistent blue box to appear on other screens and applications that were not configured to \'stay on top\'. | ||||
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. | ||||
958.31 | Issue | E#1445 | General | More... |
Summary: More... | ||||
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... | ||||
958.3 | Issue | E#1382 | Updated the code that searches for items to reference to emails so it does not drill down through branches in the tree that are not relevant as that can result in incorrect references being created. | |
Summary: Updated the code that searches for items to reference to emails so it does not drill down through branches in the tree that are not relevant as that can result in incorrect references being created. | ||||
958.29 | Issue | E#1425 | Timesheets | Fixed issue in the timesheet where the parent of the work item was incorrectly displayed (until the screen was refreshed). |
Summary: Fixed issue in the timesheet where the parent of the work item was incorrectly displayed (until the screen was refreshed). | ||||
958.25 | Issue | E#1487 | Settings | Fixed an error where edits to one user\'s settings were saved to another user\'s account - this occurred via the main Settings screen (admin access only). More... |
Summary: Fixed an error where edits to one user\'s settings were saved to another user\'s account - this occurred via the main Settings screen (admin access only). 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 | 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. | ||||
958.17 | Issue | E#1465 | Timesheets | In Eng databases, when a task is selected on the Add Entry dialog, Rate Type is set to the rate of the task if the person is assigned to it. If the person is not assigned then Rate Type is set to the person\'s Default Role. |
Summary: In Eng databases, when a task is selected on the Add Entry dialog, Rate Type is set to the rate of the task if the person is assigned to it. If the person is not assigned then Rate Type is set to the person\'s Default Role. | ||||
958.15 | Issue | E#1126 | Documents | Fixed \'project unique numbering\' used for documents so that document numbers are not skipped, repeated or re-used. |
Summary: Fixed \'project unique numbering\' used for documents so that document numbers are not skipped, repeated or re-used. | ||||
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. | ||||
958.10 | Issue | E#1435 | Timesheets | Changed Timesheet save of ETC so it is done as soon as edits are made rather than when leaving the screen. This should prevent loss of ETC if eTrack is closed unexpectedly after having entered hours. Hours were already being saved immediately. |
Summary: Changed Timesheet save of ETC so it is done as soon as edits are made rather than when leaving the screen. This should prevent loss of ETC if eTrack is closed unexpectedly after having entered hours. Hours were already being saved immediately. | ||||
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... | ||||
958.0 | Issue | E#334 | Project Details | When an item is added to the timesheet the parent is calculated instead of using stored parent. This resolves the issue where parent shown in the timesheet is blank or wrong because the stored parent had not been refreshed. |
Summary: When an item is added to the timesheet the parent is calculated instead of using stored parent. This resolves the issue where parent shown in the timesheet is blank or wrong because the stored parent had not been refreshed. | ||||
957.1 | Change | E#1403 | 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... | ||||
957 | Issue | E#378 | Tree | Fixed error that occurred when deleting a relationship (in order to delete all items under it). |
Summary: Fixed error that occurred when deleting a relationship (in order to delete all items under it). | ||||
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. | ||||
956.0 | Issue | E#672 | Budget | Fixed issues with contract fee and %based stage price calculations. Also disabled the old %based stage price formula. More... |
Summary: Fixed issues with contract fee and %based stage price calculations. Also disabled the old %based stage price formula. More... | ||||
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... | ||||
954.2 | Issue | E#1107 | Tree | Prevented drag/drop of an item to navigation bar if the item cannot be related to it. This was causing the nav bar name to change to the item name. |
Summary: Prevented drag/drop of an item to navigation bar if the item cannot be related to it. This was causing the nav bar name to change to the item name. | ||||
954.2 | Issue | E#256 | Tree | Removed sort from right-click menu for Favourites since sorting functionality is not supported for favourites. The ability to re-order favourites is still available via shift up/down keystrokes. |
Summary: Removed sort from right-click menu for Favourites since sorting functionality is not supported for favourites. The ability to re-order favourites is still available via shift up/down keystrokes. | ||||
954.0 | Issue | E#1309 | Info Items | The user icon now redirects to the person details screen. It had been trying to load a \'home page\' that is still under development so caused an error. |
Summary: The user icon now redirects to the person details screen. It had been trying to load a \'home page\' that is still under development so caused an error. | ||||
954.0 | Issue | E#366 | Settings | Disabled the \'expandable\' setting. Designed to keep sections of the tree expanded as in v8. To have multiple navigation sections expanded at the same time, use the Pin function. |
Summary: Disabled the \'expandable\' setting. Designed to keep sections of the tree expanded as in v8. To have multiple navigation sections expanded at the same time, use the Pin function. | ||||
953.1 | Issue | E#1265 | Reports | Removed hard-coded header from Actual Expenses report so it can be edited by users via the Header tab of the Report Details screen. |
Summary: Removed hard-coded header from Actual Expenses report so it can be edited by users via the Header tab of the Report Details screen. | ||||
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... | ||||
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. | ||||
952.6 | Issue | E#1349 | General | figures entered with more than 2 decimal places are now rounded before saving to avoid discrepancies with calculations. More... |
Summary: figures entered with more than 2 decimal places are now rounded before saving to avoid discrepancies with calculations. More... | ||||
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 | ||||
952.3 | Issue | E#560 | Accounts | Improved stability of Accounts by preventing the Fee Type being changed between Fixed Price and Time Based if an Invoice Entry has been created. |
Summary: Improved stability of Accounts by preventing the Fee Type being changed between Fixed Price and Time Based if an Invoice Entry has been created. | ||||
952.2 | Issue | Schedule | The Schedule Resource View \"Weekend Days\" now match the schedule and pan correctly. | |
Summary: The Schedule Resource View \"Weekend Days\" now match the schedule and pan correctly. | ||||
952.2 | New Feature | E#1343 | Project Details | When creating a project, there is now the option to prompt for a filepath to the Project folder. More... |
Summary: When creating a project, there is now the option to prompt for a filepath to the Project folder. More... | ||||
952.1 | Issue | E#1326 | Reports | The Resource Group filter on the Time and Expense report now defaults to \'none\' which means no filter is applied ie. all resource groups are included in results. |
Summary: The Resource Group filter on the Time and Expense report now defaults to \'none\' which means no filter is applied ie. all resource groups are included in results. | ||||
952.1 | Issue | E#462 | Expenses/Disbursements | Expenses totals now exclude GST / Tax. |
Summary: Expenses totals now exclude GST / Tax. | ||||
952.0 | Issue | E#1084 | Reports | Fixed issue where an information item field added to a report was not displaying the correct data. |
Summary: Fixed issue where an information item field added to a report was not displaying the correct data. | ||||
952.0 | Issue | E#1160 | Reports | Fixed issue where sometimes the grouping header columns are too narrow making the text unreadable. |
Summary: Fixed issue where sometimes the grouping header columns are too narrow making the text unreadable. | ||||
952.0 | Issue | E#1249 | Reports | Fixed issue with report grouping where sometimes there were multiple groups for the same item. |
Summary: Fixed issue with report grouping where sometimes there were multiple groups for the same item. | ||||
952.0 | New Feature | E#1290 | Reports | New Forecasting feature. More... |
Summary: New Forecasting feature. More... | ||||
951.3 | Change | E#1200 | Don\'t enable Tasks unless Email=1 is set | |
Summary: Don\'t enable Tasks unless Email=1 is set | ||||
951.3 | Issue | E#1140 | Fixed the send email code that was removing inline image data | |
Summary: Fixed the send email code that was removing inline image data | ||||
951.3 | Issue | E#1141 | Remove odd characters in emails The UTF-8 charset attribute to avoid issues with unsupported characters, that results in diamond question mark symbols displayed used instead. | |
Summary: Remove odd characters in emails The UTF-8 charset attribute to avoid issues with unsupported characters, that results in diamond question mark symbols displayed used instead. | ||||
951.3 | Issue | E#1244 | Fixed crash on Email File button | |
Summary: Fixed crash on Email File button | ||||
951.3 | Issue | E#1289 | Resolved where Sent emails date was set to \"30/12/1899 11:00:00 AM\" due to new version of MAPI component changing it\'s default date behavior. | |
Summary: Resolved where Sent emails date was set to \"30/12/1899 11:00:00 AM\" due to new version of MAPI component changing it\'s default date behavior. | ||||
951.3 | Issue | E#1293 | Timesheets | Fixed glitches in timesheet. More... |
Summary: Fixed glitches in timesheet. More... | ||||
951.3 | Issue | E#1296 | Resolved emails being stuck in outbox | |
Summary: Resolved emails being stuck in outbox | ||||
951.3 | Issue | E#1317 | Fix for Outlook RTF emails not displaying | |
Summary: Fix for Outlook RTF emails not displaying | ||||
951.3 | Issue | E#1317 | Update the email body with \"healed\" RTF, so that reply, forward will pickup the corrected format | |
Summary: Update the email body with \"healed\" RTF, so that reply, forward will pickup the corrected format | ||||
951.3 | New Feature | Email Sent Box Synchronise More... | ||
Summary: Email Sent Box Synchronise More... | ||||
951.3 | New Feature | E#1317 | Open in Outlook now searches Inbox, it\'s subfolders and Sent items (instead of just looking in the Inbox folder) | |
Summary: Open in Outlook now searches Inbox, it\'s subfolders and Sent items (instead of just looking in the Inbox folder) | ||||
951.1 | Issue | E#1274 | Timesheets | he Add Entry dialog will only show the timesheet person\\\'s assigned tasks if setting #205 Access to add task (eng) is OFF |
Summary: he Add Entry dialog will only show the timesheet person\\\'s assigned tasks if setting #205 Access to add task (eng) is OFF | ||||
951.0 | Issue | E#1260 | Reports | Fixed an error where some disbursement costs and sub-consultant costs were being included in the other total. |
Summary: Fixed an error where some disbursement costs and sub-consultant costs were being included in the other total. | ||||
950.8 | Issue | E#920 | Support for emails that have emails as an attachment. More... | |
Summary: Support for emails that have emails as an attachment. More... | ||||
950.6 | Issue | E#1114 | Documents | Fixed various issues with manipulating documents. More... |
Summary: Fixed various issues with manipulating documents. More... | ||||
950.3 | Issue | E#1114 | Documents | Disable Cut, Copy and Move To for revisions |
Summary: Disable Cut, Copy and Move To for revisions | ||||
950.29 | New Feature | E#134 | Send sync has been enabled again. More... | |
Summary: Send sync has been enabled again. More... | ||||
950.28 | Issue | E#359 | The print function has been completely replaced. More... | |
Summary: The print function has been completely replaced. More... | ||||
950.2 | Issue | E#1114 | File Management | Added File Operations and File Path information to File Management settings |
Summary: Added File Operations and File Path information to File Management settings | ||||
950.19 | Issue | E#1294 | Performance | Fixed a Performance issue when create a new Contact with the \"New Contact\" button |
Summary: Fixed a Performance issue when create a new Contact with the \"New Contact\" button | ||||
950.14 | Issue | E#1144 | Timesheets | Fixed Timesheet error and problems with display of time that were being caused by an auto refresh after entering time. |
Summary: Fixed Timesheet error and problems with display of time that were being caused by an auto refresh after entering time. | ||||
950.12 | Issue | E#744 | Reports | Fixed display issue where the \\\'standard\\\' Case Notes Report was showing HTML coding amongst the note text. |
Summary: Fixed display issue where the \\\'standard\\\' Case Notes Report was showing HTML coding amongst the note text. | ||||
949 | Issue | E#1200 | Timesheets | Timesheet Status email notification More... |
Summary: Timesheet Status email notification More... | ||||
948.9 | Issue | E#790 | Expenses/Disbursements | Person Expenses tab More... |
Summary: Person Expenses tab More... | ||||
948.9 | New Feature | E#737 | Expenses/Disbursements | Expense Receipt File Types More... |
Summary: Expense Receipt File Types More... | ||||
948.6 | New Feature | E#1224 | Reports | New Report Options More... |
Summary: New Report Options More... | ||||
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... | ||||
948.5 | Issue | E#1114 | Documents | Documents move and copy corrections (including copy revision) More... |
Summary: Documents move and copy corrections (including copy revision) More... | ||||
948.4 | Issue | E#355 | Invoices | Invoice Percent Calculation More... |
Summary: Invoice Percent Calculation More... | ||||
948.14 | New Feature | E#1206 | Settings | Remember Type selection in Find dialog |
Summary: Remember Type selection in Find dialog | ||||
948.14 | New Feature | E#1245 | Notes | Added the Spell Checker to Progress Notes. Click Add Progress Note and click AB[tick] button to right of the ribbon. |
Summary: Added the Spell Checker to Progress Notes. Click Add Progress Note and click AB[tick] button to right of the ribbon. | ||||
948.12 | Issue | E#1012 | Transmittals | Transmittals More... |
Summary: Transmittals More... | ||||
948.12 | Issue | E#1245 | Notes | Progress Notes Spellcheck and Editing tools More... |
Summary: Progress Notes Spellcheck and Editing tools More... | ||||
948.12 | New Feature | E#1245 | Notes | Progress Notes option to include Timesheet Comments More... |
Summary: Progress Notes option to include Timesheet Comments More... | ||||
948.10 | Change | E#1048 | Utilities | Bulk lock of empty timesheet weeks. More... |
Summary: Bulk lock of empty timesheet weeks. More... | ||||
948.10 | Issue | E#1048 | Timesheets | ‘Update Timesheet Status’ utility skips over empty timesheet weeks More... |
Summary: ‘Update Timesheet Status’ utility skips over 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... | ||||
948 | Issue | E#1098 | Utilities | Recycle Bin changes More... |
Summary: Recycle Bin changes More... | ||||
947.34 | New Feature | E#1195 | Expenses/Disbursements | Expense Markup More... |
Summary: Expense Markup More... | ||||
947.33 | Issue | E#1164 | Accounts | Prebill and Adjustment Type displayed. More... |
Summary: Prebill and Adjustment Type displayed. More... | ||||
947.25 | Issue | E#631 | Reports | Fixed issue with printing and exporting where the last few rows of data where missing in some cases. |
Summary: Fixed issue with printing and exporting where the last few rows of data where missing in some cases. | ||||
947.25 | Issue | E#631 | Utilities | Print / Export to PDF More... |
Summary: Print / Export to PDF More... | ||||
947.24 | Change | E#111 | Notes | Enhanced the Notify function on notes. More... |
Summary: Enhanced the Notify function on notes. More... | ||||
947.24 | Issue | E#111 | Notes | Notify button on Progress Notes More... |
Summary: Notify button on Progress Notes More... | ||||
947.20 | Issue | E#1083 | Timesheets | Timesheet Robustness Improvements More... |
Summary: Timesheet Robustness Improvements 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... | ||||
947.19 | New Feature | E#1155 | Expenses/Disbursements | Bulk Approve Expenses Utility More... |
Summary: Bulk Approve Expenses Utility More... | ||||
947.15 | Issue | E#351 | Schedule | Fixed error that occurred when switching views using the \'Details\' and \'Schedule\' buttons in the Schedule. |
Summary: Fixed error that occurred when switching views using the \'Details\' and \'Schedule\' buttons in the Schedule. | ||||
947.1 | New Feature | E#1126 | Project Details | Project Unique Numbering More... |
Summary: Project Unique Numbering More... | ||||
947 | New Feature | E#52 | General | Find dialog has Remember Type selection More... |
Summary: Find dialog has Remember Type selection More... | ||||
946.4 | Issue | E#1119 | Documents | Document Performance improvements More... |
Summary: Document Performance improvements More... | ||||
946.1 | Issue | E#1110 | Company email field not linked to card More... | |
Summary: Company email field not linked to card More... | ||||
946 | Issue | E#519 | Security | Prevented Explore in tree that could be a security risk More... |
Summary: Prevented Explore in tree that could be a security risk More... | ||||
945.31 | Issue | E#503 | Budget | Updated the conditions for allowing Price to be edited More... |
Summary: Updated the conditions for allowing Price to be edited More... | ||||
944.9 | Issue | E#842 | Timesheets | Fixed issue with up/down arrow where after using it and clicking away it continued to process clicks. |
Summary: Fixed issue with up/down arrow where after using it and clicking away it continued to process clicks. | ||||
944.8 | Issue | E#837 | Accounts | Accounts fixes in engineering configuration More... |
Summary: Accounts fixes in engineering configuration 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... | ||||
944.5 | Issue | E#855 | Reports | Reports with Whole Office setting ticked are now hidden in the Gallery if the report is inactive. |
Summary: Reports with Whole Office setting ticked are now hidden in the Gallery if the report is inactive. | ||||
944.2 | Change | E#838 | 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. | ||||
944.2 | 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... | ||||
944.2 | New Feature | E#670 | Documents | Added |
Summary: Added | ||||
944.2 | New Feature | E#824 | Project Details | Mandatory fields are available on the project screen. Please contact eTrack if required. |
Summary: Mandatory fields are available on the project screen. Please contact eTrack if required. | ||||
944.15 | Issue | E#708 | Budget | Updated these fields on the Budget tab to show correct amounts: Forecast, Unbilled WIP, Invoice to Date and To Bill |
Summary: Updated these fields on the Budget tab to show correct amounts: Forecast, Unbilled WIP, Invoice to Date and To Bill | ||||
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. | ||||
944.1 | Issue | E#668 | Resolved two causes of Emails getting stuck in the eTrack Outbox. This is in addition to various other preventative measures added in prior releases. More... | |
Summary: Resolved two causes of Emails getting stuck in the eTrack Outbox. This is in addition to various other preventative measures added in prior releases. More... | ||||
944.1 | Issue | E#712 | Reports | Fixes for Sample Dashboards and fix for sharing Dashboards.To share a dashboard, select the tab and click Tools and Share button. |
Summary: Fixes for Sample Dashboards and fix for sharing Dashboards.To share a dashboard, select the tab and click Tools and Share button. | ||||
944.1 | Issue | E#762 | Reports | Fixed black areas in grouped reports |
Summary: Fixed black areas in grouped reports | ||||
944.1 | Issue | E#792 | Accounts | Removed the value of 1 in Actual Hours column of Accounts tab for expenses. |
Summary: Removed the value of 1 in Actual Hours column of Accounts tab for expenses. | ||||
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... | ||||
944.0 | Issue | E#338/E#209 | Timesheets | Resolved a multi user issue in the Timesheet and Accounts |
Summary: Resolved a multi user issue in the Timesheet and Accounts | ||||
944.0 | Issue | E#711 | Dashboards | Enabled dashboard sharing function. The setting was already visible but not working. |
Summary: Enabled dashboard sharing function. The setting was already visible but not working. | ||||
944.0 | Issue | E#764 | Documents | The Document Details subtabs have been correctly labelled as Preview, Details, Information and History. |
Summary: The Document Details subtabs have been correctly labelled as Preview, Details, Information and History. | ||||
944.0 | Issue | E#764 | General | The Document subtabs have been changed from all being ‘Details’ to appropriate names. |
Summary: The Document subtabs have been changed from all being ‘Details’ to appropriate names. | ||||
944 | New Feature | E#20 | Transmittals | The Print button on the Transmittal tab on a Project opens a new (embedded) Document. You can edit this document by expanding Setup/System Templates and editing Transmittal Document 2. |
Summary: The Print button on the Transmittal tab on a Project opens a new (embedded) Document. You can edit this document by expanding Setup/System Templates and editing Transmittal Document 2. | ||||
943.7 | Issue | E#506 | Reports | Grouped Reports now correctly show the Group Name when printed |
Summary: Grouped Reports now correctly show the Group Name when printed | ||||
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. | ||||
943.6 | Issue | Info Items | Fix for unnecessary Mandatory field prompt when selecting \'Find ...\' in a dropdown. | |
Summary: Fix for unnecessary Mandatory field prompt when selecting \'Find ...\' in a dropdown. | ||||
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. | ||||
943.6 | Issue | Reports | Reports in the Report Gallery with an ampersand (&) in their name now display correctly. | |
Summary: Reports in the Report Gallery with an ampersand (&) in their name now display correctly. | ||||
943.6 | New Feature | Documents | Export multiple selected documents from the Document tab to a folder of your choice on the file server. More... | |
Summary: Export multiple selected documents from the Document tab to a folder of your choice on the file server. More... | ||||
943.6 | New Feature | Documents | In the Document tab you can click a column and it will sort alphabetically. You can then type a letter using the keypad to jump to entries starting with that letter. | |
Summary: In the Document tab you can click a column and it will sort alphabetically. You can then type a letter using the keypad to jump to entries starting with that letter. | ||||
943.6 | New Feature | Documents | In the Document tab you can now search by Date Range in the same way as you can apply a Date Range to a report. It defaults to All Dates. | |
Summary: In the Document tab you can now search by Date Range in the same way as you can apply a Date Range to a report. It defaults to All Dates. | ||||
943.6 | New Feature | Documents | When opening a previous revision of a document, eTrack will display a prompt message asking the user if they want to view the most current version of the document instead.This occurs when documents are edited, exported, printed or emailed. More... | |
Summary: When opening a previous revision of a document, eTrack will display a prompt message asking the user if they want to view the most current version of the document instead.This occurs when documents are edited, exported, printed or emailed. More... | ||||
943.58 | Issue | E#773 | General | A change has been made so Last modified date as displayed in the Status bar is only updated if a change has been made (previously it was each time the tab was accessed). |
Summary: A change has been made so Last modified date as displayed in the Status bar is only updated if a change has been made (previously it was each time the tab was accessed). | ||||
943.58 | New Feature | General | To drag and drop items in the tree you can display an Explore tab (that now doesn’t change). More... | |
Summary: To drag and drop items in the tree you can display an Explore tab (that now doesn’t change). More... | ||||
943.58 | New Feature | General | You can now view all changes to any item in the eTrack tree using the powerful Audit Trail feature, referred to as ‘History’ or ‘Feed’. More... | |
Summary: You can now view all changes to any item in the eTrack tree using the powerful Audit Trail feature, referred to as ‘History’ or ‘Feed’. More... | ||||
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. | ||||
943.56 | Issue | E#769 | General | The Fee Type selection on the Project Budget tab no longer overwrites the price. |
Summary: The Fee Type selection on the Project Budget tab no longer overwrites the price. | ||||
943.54 | Change | E#752 | 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). | ||||
943.54 | Issue | E#515 | Budget | Fixed issue where stages were not listed in the Budget stage summary table. |
Summary: Fixed issue where stages were not listed in the Budget stage summary table. | ||||
943.54 | Issue | E#515/E#714 | General | After creating a new project the Price Structure table now refreshes correctly to show the Stage. |
Summary: After creating a new project the Price Structure table now refreshes correctly to show the Stage. | ||||
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... | ||||
943.5 | Issue | General | Fixed incorrect Active/Inactive symbols used in Instant find (top left search bar). | |
Summary: Fixed incorrect Active/Inactive symbols used in Instant find (top left search bar). | ||||
943.50 | Issue | E#425 | Fixed issues with saving an email attachment to the tree. More... | |
Summary: Fixed issues with saving an email attachment to the tree. More... | ||||
943.50 | Issue | E#721 | File Management | Improved processing of dropdown fields on project details screen that was causing a delay when there are many linked documents. |
Summary: Improved processing of dropdown fields on project details screen that was causing a delay when there are many linked documents. | ||||
943.48 | Issue | E#425 | Select an attachment on an email in eTrack and select File Under and it correctly prompts for a location to save the attachment. | |
Summary: Select an attachment on an email in eTrack and select File Under and it correctly prompts for a location to save the attachment. | ||||
943.48 | Issue | E#425 | With an Email selected in the Email tab, clicking on New RFI will create an RFI in eTrack and a folder on the file server and save any email attachments to it. You have the choice of opening the RFI to complete and print and email back. | |
Summary: With an Email selected in the Email tab, clicking on New RFI will create an RFI in eTrack and a folder on the file server and save any email attachments to it. You have the choice of opening the RFI to complete and print and email back. | ||||
943.42 | Issue | B#943 | Dramatically reduced the time to preview an Invoice. | |
Summary: Dramatically reduced the time to preview an Invoice. | ||||
943.38 | New Feature | E#623 | Reports | An audit of when Reports are run is now maintained in the database. To view the audit select View icon top right and tick the Show History checkbox. |
Summary: An audit of when Reports are run is now maintained in the database. To view the audit select View icon top right and tick the Show History checkbox. | ||||
943.36 | Issue | E#180 | The correct contacts now appear when reply or forward an Email in eTrack. | |
Summary: The correct contacts now appear when reply or forward an Email in eTrack. | ||||
943.32 | Change | GapK | Contacts | Added State and Country to PO Address. |
Summary: Added State and Country to PO Address. | ||||
943.32 | Issue | Tree | Changes to Profile Picture now persist. | |
Summary: Changes to Profile Picture now persist. | ||||
943.32 | Issue | Tree | Stopped Favourites returning after being removed. | |
Summary: Stopped Favourites returning after being removed. | ||||
943.32 | Issue | E#184 | Reports | Fixed error that occurred when adding a field to a report via right-click > add field from report results or after accessing the report editor via the Edit button in the Gallery. |
Summary: Fixed error that occurred when adding a field to a report via right-click > add field from report results or after accessing the report editor via the Edit button in the Gallery. | ||||
943.32 | Issue | GapK | Documents | When exporting a Document from the Documents tab, when selecting Yes to exporting latest revisions, some documents were being excluded from the list exported. This has been resolved |
Summary: When exporting a Document from the Documents tab, when selecting Yes to exporting latest revisions, some documents were being excluded from the list exported. This has been resolved | ||||
943.32 | Issue | GapK | Documents | When using ‘Create PDF from File’, in some circumstances MS Word makes changes to a document when Saving As PDF. This would cause the “Save As” dialog to appear even though no changes were made to the document content. This no longer happens. |
Summary: When using ‘Create PDF from File’, in some circumstances MS Word makes changes to a document when Saving As PDF. This would cause the “Save As” dialog to appear even though no changes were made to the document content. This no longer happens. | ||||
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... | ||||
943.3 | Issue | Documents | When a linked document is opened, eTrack will launch the application associated with the extension. Previously this stayed behind eTrack but now the application is brought to the foreground. | |
Summary: When a linked document is opened, eTrack will launch the application associated with the extension. Previously this stayed behind eTrack but now the application is brought to the foreground. | ||||
943.3 | Issue | 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. | ||||
943.3 | Issue | E#532 | Utilities | DLU now handles apostrophes in Project Names. |
Summary: DLU now handles apostrophes in Project Names. | ||||
943.29 | Issue | E#120 | Accounts | Changed so that after creating an invoice entry the Accounts do not collapse down to just the project. |
Summary: Changed so that after creating an invoice entry the Accounts do not collapse down to just the project. | ||||
943.20 | Change | E#347 | Documents | Document and File Revisions More... |
Summary: Document and File Revisions More... | ||||
943.20 | Issue | E#520 | Documents | Have fixed issues with the Document Find, specifically using the Find with the following ‘popular’ fields: Document #, Created Date, Job #, Document Template Type, Document File Type, Subject / Name, Author, Revision. |
Summary: Have fixed issues with the Document Find, specifically using the Find with the following ‘popular’ fields: Document #, Created Date, Job #, Document Template Type, Document File Type, Subject / Name, Author, Revision. | ||||
943.20 | Issue | E#520 | Documents | If Exporting documents where the local computer has no access to the document, the export was continuing and saying it had exported even if it couldn’t find the file. More... |
Summary: If Exporting documents where the local computer has no access to the document, the export was continuing and saying it had exported even if it couldn’t find the file. More... | ||||
943.20 | Issue | E#520 | Documents | Improved the warning messages that appear if Microsoft Word is not able to be opened. |
Summary: Improved the warning messages that appear if Microsoft Word is not able to be opened. | ||||
943.20 | Issue | E#520 | Documents | When a tree item is selected, Documents in any branch anywhere under the selection are now displayed. More... |
Summary: When a tree item is selected, Documents in any branch anywhere under the selection are now displayed. More... | ||||
943.20 | New Feature | E#347 | Documents | Quick creation of a PDF copy of the document More... |
Summary: Quick creation of a PDF copy of the document More... | ||||
943.20 | New Feature | E#347 | Documents | Use external MS Word Documents instead of embedded document and insert #tags like bookmarks to pick up fields from the database |
Summary: Use external MS Word Documents instead of embedded document and insert #tags like bookmarks to pick up fields from the database | ||||
943.20 | New Feature | E#347 | Documents | eTrack allows you to export multiple selected Documents to the file server and optionally compress them to one file. More... |
Summary: eTrack allows you to export multiple selected Documents to the file server and optionally compress them to one file. More... | ||||
943.20 | New Feature | E#472 | General | Advanced Find implemented throughout eTrack. More... |
Summary: Advanced Find implemented throughout eTrack. More... | ||||
943.20 | New Feature | E#512 | Documents | Allow users to easily group documents together by dragging one Document onto another Document and selecting Relate. eTrack automatically creates a Document Group with both Documents under it. More... |
Summary: Allow users to easily group documents together by dragging one Document onto another Document and selecting Relate. eTrack automatically creates a Document Group with both Documents under it. More... | ||||
943.19 | Issue | EC#5959 / E#122 | Utilities | Resolved issue with duplicate Projects being created on the file server when add a link to a file from a tree node under the Project. |
Summary: Resolved issue with duplicate Projects being created on the file server when add a link to a file from a tree node under the Project. | ||||
943.19 | New Feature | E#387 | Accounts | In the Accounts tab, the Name column is blue if there is an Invoice Entry Note. Clicking on the Name will display the note in the Comments field at the bottom (read only). |
Summary: In the Accounts tab, the Name column is blue if there is an Invoice Entry Note. Clicking on the Name will display the note in the Comments field at the bottom (read only). | ||||
943.16 | Issue | EC#5973 / EC#5892 / E#122 | Info Items | Fixed a bug when using the mouse wheel to scroll in a Memo field. |
Summary: Fixed a bug when using the mouse wheel to scroll in a Memo field. | ||||
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. | ||||
943.15 | Issue | E#351 | Schedule | Fixed Schedule error that occurred when right-clicking on Current Staff or a Project and select Schedule. |
Summary: Fixed Schedule error that occurred when right-clicking on Current Staff or a Project and select Schedule. | ||||
943.15 | Issue | E#351 | Schedule | Fixed error that would occur when selecting the little Details tab in Schedule and back to the little Schedule tab. |
Summary: Fixed error that would occur when selecting the little Details tab in Schedule and back to the little Schedule tab. | ||||
943.1 | Issue | E#298 | Utilities | The Document Link Utility now logs errors and continues processing other projects so no longer gets stuck. The performance of the DLU has also been improved. |
Summary: The Document Link Utility now logs errors and continues processing other projects so no longer gets stuck. The performance of the DLU has also been improved. | ||||
941.1 | Issue | E#319 | Reports | Fixed Month and Year options in the gallery date selector dialog so that choosing another specific date deselects the previously selected one. |
Summary: Fixed Month and Year options in the gallery date selector dialog so that choosing another specific date deselects the previously selected one. | ||||
941.1 | Issue | E#341 | Timesheets | A rare issue where Timesheet cells could reappear after being set to 0 using the keyboard has been resolved. |
Summary: A rare issue where Timesheet cells could reappear after being set to 0 using the keyboard has been resolved. | ||||
940.9 | Issue | E#316 | Reports | The default Date Range for Reports where Date Range Criteria is on has been changed from ‘This Financial Year’ to ‘Last Month’, mainly for performance reasons. More... |
Summary: The default Date Range for Reports where Date Range Criteria is on has been changed from ‘This Financial Year’ to ‘Last Month’, mainly for performance reasons. More... | ||||
940.9 | Issue | EC#5990 / E#183 | Reports | Many errors have been resolved by fixing an issue when windows were resized. More... |
Summary: Many errors have been resolved by fixing an issue when windows were resized. More... | ||||
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... | ||||
940.2 | Issue | E#160 | Reports | The Payroll Report (or Staff Hours by Cost Centre) now will print the selected Start/End dates. |
Summary: The Payroll Report (or Staff Hours by Cost Centre) now will print the selected Start/End dates. | ||||
940.14 | Issue | E#337 | Documents | The Edit, Print and Email buttons in the Document tab are all now working and have help tips. |
Summary: The Edit, Print and Email buttons in the Document tab are all now working and have help tips. | ||||
940.14 | New Feature | EC#5950 / E#300 | Reports | You can set the default date range for each (non hard-coded) report. More... |
Summary: You can set the default date range for each (non hard-coded) report. 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. | ||||
940.12 | Issue | Tree | You can refresh the tree by clicking any item in the tree and pressing F5 (or right-click > Refresh). More... | |
Summary: You can refresh the tree by clicking any item in the tree and pressing F5 (or right-click > Refresh). More... | ||||
940.12 | Issue | E#192 | Reports | Fixed error when select Printer Settings in Report Gallery. Note: it may take a little while to display while it generates the preview. |
Summary: Fixed error when select Printer Settings in Report Gallery. Note: it may take a little while to display while it generates the preview. | ||||
940.12 | Issue | EC#6074 | Expenses/Disbursements | The Expenses tab on a Staff Member now has the ability to filter by Entry Type (e.g. Travel, Tolls or Printing) and show totals. More... |
Summary: The Expenses tab on a Staff Member now has the ability to filter by Entry Type (e.g. Travel, Tolls or Printing) and show totals. More... | ||||
940.109 | Issue | EC#3703 | Accounts | Fixed an error in Invoice Entry Notes, they now save, display and are editable |
Summary: Fixed an error in Invoice Entry Notes, they now save, display and are editable | ||||
940.07 | Issue | E#302 | Accounts | Fixed invoicing error where no links were created on fixed priced invoices in engineering databases. |
Summary: Fixed invoicing error where no links were created on fixed priced invoices in engineering databases. | ||||
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... | ||||
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... | ||||
939.8 | Issue | B#601 | Settings | Added Reset button to Invoice Numbering settings so that Next Invoice Number is only saved when specifically reset to another number and not just by visiting the screen. |
Summary: Added Reset button to Invoice Numbering settings so that Next Invoice Number is only saved when specifically reset to another number and not just by visiting the screen. | ||||
939.36 | Issue | Documents | Added ability to Cut, Copy and Paste a Document in the tree so that it also deletes, copies or moves a corresponding linked file on the file server. More... | |
Summary: Added ability to Cut, Copy and Paste a Document in the tree so that it also deletes, copies or moves a corresponding linked file on the file server. 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... | ||||
939.25 | Issue | E#129 | Accounts | Fixed an issue where links from an Invoice to Timesheet entries can go missing with Time Based Invoices when using Invoice % field in Accounts. |
Summary: Fixed an issue where links from an Invoice to Timesheet entries can go missing with Time Based Invoices when using Invoice % field in Accounts. | ||||
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. | ||||
939.23 | Issue | EC#5888 / E#50 | Settings | In Settings/Navigation, deleting a Navigator no longer has an error. |
Summary: In Settings/Navigation, deleting a Navigator no longer has an error. | ||||
939.22 | Issue | EC#5939 / EC#6114 / E#103 | Reports | Report results correctly reflect date range selected in new date filter. |
Summary: Report results correctly reflect date range selected in new date filter. | ||||
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. | ||||
939 | Issue | EC#5552 / E#92 | Performance | In some cases eTrack had created thousands of lookup entries Tax Code and Planning Tasks. You may not have been aware but it caused a significant performance issue. |
Summary: In some cases eTrack had created thousands of lookup entries Tax Code and Planning Tasks. You may not have been aware but it caused a significant performance issue. | ||||
938.3 | Issue | EC#5222 / E#36 | Accounts | There are various occasions you may wish to prebill time based work before the work is done, i.e. before there is enough WIP. Previously this was done with manual Adjustments and Write Offs. This can now be done with Prebill. More... |
Summary: There are various occasions you may wish to prebill time based work before the work is done, i.e. before there is enough WIP. Previously this was done with manual Adjustments and Write Offs. This can now be done with Prebill. More... | ||||
936.28 | New Feature | B#271 | Documents | Added ability to have external document templates (Word, Excel) with data tags. |
Summary: Added ability to have external document templates (Word, Excel) with data tags. | ||||
931.05 | Issue | GR#384 | Issue with \'Reply All\' including sender as recipient has been resolved. | |
Summary: Issue with \'Reply All\' including sender as recipient has been resolved. | ||||
931.05 | Issue | GR#386 | Issue encountered by some users with \'Sort By Date\' not working properly has been resolved. | |
Summary: Issue encountered by some users with \'Sort By Date\' not working properly has been resolved. | ||||
931.03 | Issue | EC#5988 | Schedule | Issue some users were experiencing upon exiting eTrack after editing the Schedule has been resolved. |
Summary: Issue some users were experiencing upon exiting eTrack after editing the Schedule has been resolved. | ||||
931.03 | New Feature | EC#5958 | Reports | Reports are now able to be run on any type of Relationship if it\'s specifically selected on the Report screen. |
Summary: Reports are now able to be run on any type of Relationship if it\'s specifically selected on the Report screen. | ||||
930.3 | Change | B#115 | 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... | ||||
930.29 | Issue | EC#5895 | Info Items | If Type Setting 82 is on, the items of that Type will not appear in the search results. However in the find dialog, when the Type is selected, items of that type will be listed despite Type Setting 82. |
Summary: If Type Setting 82 is on, the items of that Type will not appear in the search results. However in the find dialog, when the Type is selected, items of that type will be listed despite Type Setting 82. | ||||
930.26 | Issue | EC#5952 | Reports | Issue some users were experiencing when Printing Weekly Expenses via Timesheet has been resolved |
Summary: Issue some users were experiencing when Printing Weekly Expenses via Timesheet has been resolved | ||||
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... | ||||
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... | ||||
930.16 | Issue | EC#5592 | Tree | Expand option in the Search bar has been enabled. To use, click on arrow which appears next to the items in the results. By clicking the arrow and expanding you are able to see item details e.g. Project Manager, Stage, and Job. |
Summary: Expand option in the Search bar has been enabled. To use, click on arrow which appears next to the items in the results. By clicking the arrow and expanding you are able to see item details e.g. Project Manager, Stage, and Job. | ||||
930.16 | Issue | EC#5876 | Tree | The issue that was appearing for some users when selecting an item from the instant Find results has been resolved. Results displayed are now limited to 300 items. |
Summary: The issue that was appearing for some users when selecting an item from the instant Find results has been resolved. Results displayed are now limited to 300 items. | ||||
930.16 | Issue | EC#5931 | Settings | When editing User Accounts, changes to details are now persistent for each individual user |
Summary: When editing User Accounts, changes to details are now persistent for each individual user | ||||
930.16 | Issue | EC#5953 | Accounts | Account Sheet now refreshes to reflect changes to Project. (e.g. budget changes) |
Summary: Account Sheet now refreshes to reflect changes to Project. (e.g. budget changes) | ||||
930.16 | Issue | None | Significant email performance improvement. More... | |
Summary: Significant email performance improvement. More... | ||||
930.16 | New Feature | B#130 | ): It is now possible to add a reference to multiple emails in one action. This can be done in Preview style view by selecting multiple emails and dragging them to a tree item. | |
Summary: ): It is now possible to add a reference to multiple emails in one action. This can be done in Preview style view by selecting multiple emails and dragging them to a tree item. | ||||
930.11 | Issue | EC#5455 | Project Details | The correct relationship is created when an individual contact is selected as the Client on a project |
Summary: The correct relationship is created when an individual contact is selected as the Client on a project | ||||
929.2 | Issue | EC#5876 | General | Fixed error that appeared when selecting an item from instant Find results. Results displayed are now limited to 300. |
Summary: Fixed error that appeared when selecting an item from instant Find results. Results displayed are now limited to 300. | ||||
929.01 | Issue | F9#04 | General | When creating a new Issue, Job, or Project, or adding a new Person or Client they will no longer be created or added as a Template. |
Summary: When creating a new Issue, Job, or Project, or adding a new Person or Client they will no longer be created or added as a Template. | ||||
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#. | ||||
928.08 | Issue | EC#5927 | Documents | Issue with users being able to edited Locked Documents has been resolved. |
Summary: Issue with users being able to edited Locked Documents has been resolved. | ||||
928.07 | Issue | None | Notes | Spell check on Notes has been fixed. |
Summary: Spell check on Notes has been fixed. | ||||
928.0 | Issue | EC#5421 | Timesheets | Issue with a blank row being added to Timesheet when a Task is selected has been resolved. |
Summary: Issue with a blank row being added to Timesheet when a Task is selected has been resolved. | ||||
928.0 | Issue | F9#46 | Tree | When right-clicking on a tree item and selecting New > Another (of the same) the new item is created underneath the correct Parent and its details are displayed |
Summary: When right-clicking on a tree item and selecting New > Another (of the same) the new item is created underneath the correct Parent and its details are displayed | ||||
927.07 | Issue | EC#5885 | Documents | There is now an option to add an attachment from the tree to an email via the \'Find\' tab on the Add Attachment dialog. |
Summary: There is now an option to add an attachment from the tree to an email via the \'Find\' tab on the Add Attachment dialog. | ||||
927.07 | Issue | EC#5919 | Project Details | Issue some clients were encountering with fields being deleted from the Time + Expense Custom tab upon opening it has been resolved. |
Summary: Issue some clients were encountering with fields being deleted from the Time + Expense Custom tab upon opening it has been resolved. | ||||
927.07 | Issue | F#76 | Timesheets | When dragging a Stage to the Timesheet no additional blank row is added underneath it. |
Summary: When dragging a Stage to the Timesheet no additional blank row is added underneath it. | ||||
926.0 | Issue | EC#5458 | File Management | Fixed problem where directories to match sub-folders were not created on the server due to the folder template having the wrong type. Also fixed file path on sub-folders not saving. |
Summary: Fixed problem where directories to match sub-folders were not created on the server due to the folder template having the wrong type. Also fixed file path on sub-folders not saving. | ||||
925.5 | Issue | EC#5673 | Settings | Rate Sets view is no longer controlled by the user setting to Default display to Cost Rates. Rate Sets will always default to show Charge Rates. |
Summary: Rate Sets view is no longer controlled by the user setting to Default display to Cost Rates. Rate Sets will always default to show Charge Rates. | ||||
925.1 | Issue | EC#5374 | Tree | It is now possible to sort using the option \"by Surname, Firstname\" for groups where such a sort order is applicable such as staff and contacts. |
Summary: It is now possible to sort using the option \"by Surname, Firstname\" for groups where such a sort order is applicable such as staff and contacts. | ||||
925.01 | Issue | EC#5374 | Tree | Can now sort by \'Surname, First Name\' in tree via Right-Click > Sort > by Surname, Firstname. |
Summary: Can now sort by \'Surname, First Name\' in tree via Right-Click > Sort > by Surname, Firstname. | ||||
925.0 | Issue | F9#88 | Budget | Budget tab refreshes automatically after editing ETC or Plan in the Assigned To table. |
Summary: Budget tab refreshes automatically after editing ETC or Plan in the Assigned To table. | ||||
923.06 | Issue | EC#5863 | Issue with the automatic text in Email Subject fields not being deleted has been resolved. | |
Summary: Issue with the automatic text in Email Subject fields not being deleted has been resolved. | ||||
923.04 | Issue | EC#5279 | Timesheets | When weekly timesheet is approved, Expenses are also approved. Only staff with security permission 2 can approve or unapprove an Expense (this is the same permission that controls approving a weekly timesheet). |
Summary: When weekly timesheet is approved, Expenses are also approved. Only staff with security permission 2 can approve or unapprove an Expense (this is the same permission that controls approving a weekly timesheet). | ||||
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. | ||||
922.02 | Issue | EC#5878 | Reports | Issue with Budget Person Report not showing values for Labour has been resolved. |
Summary: Issue with Budget Person Report not showing values for Labour has been resolved. | ||||
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. | ||||
922.0 | Issue | None | Reports | Issue where gallery was showing wrong reports if you navigate to report gallery for the second time using the feature tabs at the top of eTrack has been resolved |
Summary: Issue where gallery was showing wrong reports if you navigate to report gallery for the second time using the feature tabs at the top of eTrack has been resolved | ||||
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 | ||||
921.29 | Issue | AH62 | Budget | The Budget Table will automatically refresh after the ETC hours in the Assigned To table has been edited. |
Summary: The Budget Table will automatically refresh after the ETC hours in the Assigned To table has been edited. | ||||
921.29 | Issue | EC#5729 | Settings | Create/Change Login and Password in ‘User Settings’ has been disabled. New Users will no longer get ‘Cannot Access’ errors when using the search bar. Username and password can still be changed in Settings > User tab |
Summary: Create/Change Login and Password in ‘User Settings’ has been disabled. New Users will no longer get ‘Cannot Access’ errors when using the search bar. Username and password can still be changed in Settings > User tab | ||||
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 | ||||
921.26 | Issue | AH50 | Budget | Issue with all assignees being removed after adding an assignee to a task has been resolved |
Summary: Issue with all assignees being removed after adding an assignee to a task has been resolved | ||||
921.24 | Issue | B#606 | General | If error log is not active, a buffer of error log messages will be retained to provide more details for analysing errors without the overhead of a log file. |
Summary: If error log is not active, a buffer of error log messages will be retained to provide more details for analysing errors without the overhead of a log file. | ||||
921.24 | Issue | EC#5374 | Tree | Right-click and Sort in tree now works as required |
Summary: Right-click and Sort in tree now works as required | ||||
921.22 | Issue | EC#5806 | Documents | Moving a document in the tree will move the document on the file server to the corresponding folder. |
Summary: Moving a document in the tree will move the document on the file server to the corresponding folder. | ||||
921.21 | Change | Tree | Performance enhancements made to the tree | |
Summary: Performance enhancements made to the tree | ||||
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. | ||||
921.20 | Issue | EC#5792 | Project Details | Issue with a new Project being related twice to the Project Group has been resolved. |
Summary: Issue with a new Project being related twice to the Project Group has been resolved. | ||||
921.20 | Issue | EC#5792 | Tree | Issue with a new Project being related twice to the Project Group when it is created has been resolved. |
Summary: Issue with a new Project being related twice to the Project Group when it is created has been resolved. | ||||
921.20 | Issue | EC#5841 | Issue encountered by some users with eTrack Mail Inbox displaying other user’s emails has been resolved. | |
Summary: Issue encountered by some users with eTrack Mail Inbox displaying other user’s emails has been resolved. | ||||
921.19 | Issue | B#561 | Documents | Document List performance significantly improved which will also improve performance in other uses of documents. |
Summary: Document List performance significantly improved which will also improve performance in other uses of documents. | ||||
921.17 | Issue | EC#5816 | Utilities | Changed processing of Document Link Utility to handle folder names in excess of 100 chars. |
Summary: Changed processing of Document Link Utility to handle folder names in excess of 100 chars. | ||||
921.12 | Issue | Reports | Issue with ‘30/12/1899’ being displayed in reports when the date selection ‘All Dates’ is used has been resolved | |
Summary: Issue with ‘30/12/1899’ being displayed in reports when the date selection ‘All Dates’ is used has been resolved | ||||
921.12 | Issue | AH47 | Schedule | Issue some users encountered with Company and Staff Calendars being read only in the schedule has been resolved. |
Summary: Issue some users encountered with Company and Staff Calendars being read only in the schedule has been resolved. | ||||
921.12 | Issue | EC#5828 | Templates | Issue resolved so that Stages are now created in the same order as they appear in the Project or Job template, not in the reverse order. |
Summary: Issue resolved so that Stages are now created in the same order as they appear in the Project or Job template, not in the reverse order. | ||||
921.11 | Issue | EC#5750 | Tree | Fix to make changes to the Navigation bar order persistent. |
Summary: Fix to make changes to the Navigation bar order persistent. | ||||
921.10 | Issue | EC#5745 | Documents | Issue some users encountered with typing in document editor being very slow has been resolved |
Summary: Issue some users encountered with typing in document editor being very slow has been resolved | ||||
921.10 | Issue | F9#64 | Person Details | After creating a new Person the Navigation Bar will reflect their name and not Template User |
Summary: After creating a new Person the Navigation Bar will reflect their name and not Template User | ||||
921.09 | Issue | B#568 | Contacts | Issue some users with the Add Contact dialog not appearing immediately has been resolved. |
Summary: Issue some users with the Add Contact dialog not appearing immediately has been resolved. | ||||
921.07 | Issue | EC#5810 | File Management | Changed how file sizes are stored so can handle file sizes greater than 2GB, that was causing an error when using DLU. |
Summary: Changed how file sizes are stored so can handle file sizes greater than 2GB, that was causing an error when using DLU. | ||||
921.06 | New Feature | Documents | Option to ‘Remove Document Links’ has been added to the right-click tools menu in the Document Editor | |
Summary: Option to ‘Remove Document Links’ has been added to the right-click tools menu in the Document Editor | ||||
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... | ||||
921.04 | Issue | Issue with mail Synchronize Button resolved | ||
Summary: Issue with mail Synchronize Button resolved | ||||
921.04 | Issue | Reports | Issue with \\\'Date Field\\\' dropdown contents not clearing each time a report is selected has been resolved | |
Summary: Issue with \\\'Date Field\\\' dropdown contents not clearing each time a report is selected has been resolved | ||||
921.04 | Issue | EC#5686 | Budget | Can now edit Price in Stage tab when Fee Type is Time Based |
Summary: Can now edit Price in Stage tab when Fee Type is Time Based | ||||
921.04 | Issue | EC#5791 | Documents | In the documents tab, \'Type\' can be changed via a drop-down selection in cell. The default type is the document template name. More... |
Summary: In the documents tab, \'Type\' can be changed via a drop-down selection in cell. The default type is the document template name. More... | ||||
921.04 | Issue | EC#5795 | Tree | Issue some users were encountering when using main \'New\' button has been resolved. |
Summary: Issue some users were encountering when using main \'New\' button has been resolved. | ||||
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 ‘=’. | ||||
921.03 | Issue | EC#5462 | Project Details | Changes have been made to the \'Contacts and Contractors\' table on a project More... |
Summary: Changes have been made to the \'Contacts and Contractors\' table on a project More... | ||||
921.03 | Issue | EC#5727 | Tree | Issue with \'Navigate and Select\' search option opening items under \'Recent\' in navigation bar instead of parent item has been resolved. |
Summary: Issue with \'Navigate and Select\' search option opening items under \'Recent\' in navigation bar instead of parent item has been resolved. | ||||
921.03 | Issue | EC#5779 | Info Items | Issue encountered by some users when editing Info fields in a new Contact Information item has been resolved |
Summary: Issue encountered by some users when editing Info fields in a new Contact Information item has been resolved | ||||
921.02 | Issue | EC#5467 | Project Details | Security Group permission #64 now allows editing of the assignee table on stages regardless of other read only settings |
Summary: Security Group permission #64 now allows editing of the assignee table on stages regardless of other read only settings | ||||
921.02 | Issue | EC#5500 | Dashboards | Error in dashboards with yes/no changing to true/false has been resolved |
Summary: Error in dashboards with yes/no changing to true/false has been resolved | ||||
921.02 | Issue | EC#5563 | General | In the main \'New\' menu, the \"Under |
Summary: In the main \'New\' menu, the \"Under | ||||
921.02 | Issue | EC#5690 | Budget | Issue with budget screen not populating upon initial load has been resolved. |
Summary: Issue with budget screen not populating upon initial load has been resolved. | ||||
921.02 | Issue | EC#5747 | Issue when deleting multiple emails in eTrack has been resolved | |
Summary: Issue when deleting multiple emails in eTrack has been resolved | ||||
921.02 | Issue | EC#5758 | Timesheets | Issue with adding expenses in timesheets has been resolved |
Summary: Issue with adding expenses in timesheets has been resolved | ||||
921.02 | Issue | EC#5766 | Timesheets | Issue with changing status or clicking Lock button in timesheets has been resolved |
Summary: Issue with changing status or clicking Lock button in timesheets has been resolved | ||||
921.01 | Issue | EC#5754 | Invoices | Invoices can now be deleted successfully |
Summary: Invoices can now be deleted successfully | ||||
921.0 | Change | EC#5717 | General | Significant improvements made to log-on time |
Summary: Significant improvements made to log-on time | ||||
921.0 | Issue | EC#5694 | Budget | ETCs now increment or decrement successfully |
Summary: ETCs now increment or decrement successfully | ||||
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. | ||||
920.10 | Issue | EC#5730 | Documents | Documents now load successfully. |
Summary: Documents now load successfully. | ||||
920.10 | Issue | EC#5736 | Timesheets | An error that occurred when editing in the timesheet has been resolved. |
Summary: An error that occurred when editing in the timesheet has been resolved. | ||||
920.10 | Issue | EC#5737 | Timesheets | Saving timesheets no longer clears cells with focus. |
Summary: Saving timesheets no longer clears cells with focus. | ||||
920.09 | Issue | EC#5688 | Fixed error that occurred when scrolling to the end of the email listing using the mouse wheel. | |
Summary: Fixed error that occurred when scrolling to the end of the email listing using the mouse wheel. | ||||
920.09 | Issue | EC#5733 | Issue arising when clicking on a file attached to an email in the New Email dialog has been resolved. | |
Summary: Issue arising when clicking on a file attached to an email in the New Email dialog has been resolved. | ||||
920.08 | Issue | EC#5722 | General | Both the Description box and Progress Notes box are now correctly displayed and scrolling is fully enabled. |
Summary: Both the Description box and Progress Notes box are now correctly displayed and scrolling is fully enabled. | ||||
920.05 | Issue | EC#5687 | Timesheets | The Book Time button on Stage Details screen has been hidden as still under development. |
Summary: The Book Time button on Stage Details screen has been hidden as still under development. | ||||
920.04 | Change | EC#5604 | 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. | ||||
920.04 | Issue | EC#5367 | Planning Tasks (engineers) | On the Tasks tab, fixed issue where Forecast did not re-calculate when ETC is initially set via the Plan thus causing Variance to be wrong. |
Summary: On the Tasks tab, fixed issue where Forecast did not re-calculate when ETC is initially set via the Plan thus causing Variance to be wrong. | ||||
920.04 | Issue | EC#5630 | General | Console Maintenance now executes successfully |
Summary: Console Maintenance now executes successfully | ||||
920.04 | Issue | EC#5651 | Contacts | Information entered on Individual Contact Details screen is now persistent. |
Summary: Information entered on Individual Contact Details screen is now persistent. | ||||
920.04 | Issue | EC#5677 | Reports | Improved print and export functions in reports More... |
Summary: Improved print and export functions in reports More... | ||||
920.04 | Issue | EC#5683 | Timesheets | Error experienced by some users when accessing Timesheets is now resolved |
Summary: Error experienced by some users when accessing Timesheets is now resolved | ||||
920.01 | Issue | EC#5619 | Sending emails no longer causes eTrack to close | |
Summary: Sending emails no longer causes eTrack to close | ||||
920.0 | New Feature | EC#5628 | Documents | Documents can now have different headers and footers for the first page of a document and/or on odd and even pages of the document. This can be selected from \'Page Setup\' in the document. |
Summary: Documents can now have different headers and footers for the first page of a document and/or on odd and even pages of the document. This can be selected from \'Page Setup\' in the document. | ||||
919.4 | Issue | EC#5389 | Tree | Fixed error when there are no Find results to select when using Instant Find. |
Summary: Fixed error when there are no Find results to select when using Instant Find. | ||||
919.04 | Issue | EC#5291 | Project Details | Project site address now saves correctly |
Summary: Project site address now saves correctly | ||||
919.04 | Issue | EC#5300 | Reports | The Description column and Last Progress Note column in reports now populate correctly (no longer showing text as HTML). |
Summary: The Description column and Last Progress Note column in reports now populate correctly (no longer showing text as HTML). | ||||
919.04 | Issue | EC#5382 | Notes | Issues when creating and editing notes on a project that has no previous notes are resolved. When in the notes tab on a project, eTrack displays only the notes for that project. |
Summary: Issues when creating and editing notes on a project that has no previous notes are resolved. When in the notes tab on a project, eTrack displays only the notes for that project. | ||||
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. | ||||
919.04 | Issue | EC#5670 | Change from SSL to TLS More... | |
Summary: Change from SSL to TLS More... | ||||
919.04 | New Feature | EC#5559 | eTrackTasks | Tasks can now be added via the \'insert from list\' option in the right-click menu on a tasks tab |
Summary: Tasks can now be added via the \'insert from list\' option in the right-click menu on a tasks tab | ||||
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. | ||||
919.0 | Issue | EC#5593 | Resolved issue where emails are sent without their attachments. More... | |
Summary: Resolved issue where emails are sent without their attachments. More... | ||||
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). | ||||
918.14 | Issue | EC#4932 | Timesheets | Spin boxes in timesheet cells turn off once time has been invoiced so that invoiced time cannot be changed accidentally. |
Summary: Spin boxes in timesheet cells turn off once time has been invoiced so that invoiced time cannot be changed accidentally. | ||||
918.14 | Issue | EC#5570 | Documents | Fixed error when trying to create a new document but no type-specific document templates exist. |
Summary: Fixed error when trying to create a new document but no type-specific document templates exist. | ||||
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. | ||||
918.11 | Issue | EC#5622 | Timesheets | Fixed error that occurred when searching for work items using the timesheet Find. |
Summary: Fixed error that occurred when searching for work items using the timesheet Find. | ||||
918.08 | Issue | EC#5151 | Reports | Fix to Efficiency report to show leave and target hours in correct week. |
Summary: Fix to Efficiency report to show leave and target hours in correct week. | ||||
918.08 | Issue | EC#5304 | Project Details | Accounts report tab on a Project/Job correctly shows Unbilled Charge rather than WIP More... |
Summary: Accounts report tab on a Project/Job correctly shows Unbilled Charge rather than WIP More... | ||||
918.08 | Issue | EC#5353 | Project Details | In the Project Budget tab summary, the Variation total now excludes the price of Sub-Consultants. |
Summary: In the Project Budget tab summary, the Variation total now excludes the price of Sub-Consultants. | ||||
918.08 | Issue | EC#5366 | Contacts | Changes to a company description now saves correctly |
Summary: Changes to a company description now saves correctly | ||||
918.08 | Issue | EC#5396 | Email ‘From’ and ‘To’ addresses now correctly populate when replying to or forwarding emails. | |
Summary: Email ‘From’ and ‘To’ addresses now correctly populate when replying to or forwarding emails. | ||||
918.08 | Issue | EC#5408 | Expenses/Disbursements | Missing expenses fixed More... |
Summary: Missing expenses fixed More... | ||||
918.08 | Issue | EC#5444 | Project Details | A new Prospect under CRM can now have values. |
Summary: A new Prospect under CRM can now have values. | ||||
918.08 | Issue | EC#5450 | General | The issue with a default space in template fields such as the Client PO number field has been resolved. |
Summary: The issue with a default space in template fields such as the Client PO number field has been resolved. | ||||
918.08 | Issue | EC#5499 | Timesheets | Fixed the Move Time feature in Timesheets so that comments related to the time entries are also moved. |
Summary: Fixed the Move Time feature in Timesheets so that comments related to the time entries are also moved. | ||||
918.08 | Issue | EC#5605 | Email loss prevention and syncronisation More... | |
Summary: Email loss prevention and syncronisation More... | ||||
918.08 | New Feature | Tree | Tree and Contact performance has been improved: Moving an item in the tree has no delay. The Contact screen now displays more quickly. The tree expands and collapses more quickly. | |
Summary: Tree and Contact performance has been improved: Moving an item in the tree has no delay. The Contact screen now displays more quickly. The tree expands and collapses more quickly. | ||||
918.08 | New Feature | EC#5354 | Project Details | Project Budget tab has new fields to separately show sub-consultant and expense totals for the project. |
Summary: Project Budget tab has new fields to separately show sub-consultant and expense totals for the project. | ||||
918.08 | New Feature | EC#5565 | Can now double click on an email to open it in a pop out window. | |
Summary: Can now double click on an email to open it in a pop out window. | ||||
918.08 | New Feature | EC#5584 | Rates / Rate Sets | On the Rate Set screen, the Active checkboxes have been set to OFF and the column hidden so can’t accidentally be turned on as not relevant for rate sets. |
Summary: On the Rate Set screen, the Active checkboxes have been set to OFF and the column hidden so can’t accidentally be turned on as not relevant for rate sets. | ||||
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. | ||||
916.03 | Issue | EC#1125 | Budget | WIP column on right of Price structure table in Project Budget Tab is now not cut off on edge of screen and can be accessed. |
Summary: WIP column on right of Price structure table in Project Budget Tab is now not cut off on edge of screen and can be accessed. | ||||
916.03 | Issue | EC#5363 | Project Details | Access when creating new Projects granted More... |
Summary: Access when creating new Projects granted More... | ||||
916.03 | Issue | EC#5454 | Tree | When item created in the tree, eTrack no longer jumps to showing it under Recent |
Summary: When item created in the tree, eTrack no longer jumps to showing it under Recent | ||||
916.03 | New Feature | Budget | In the top right area of a Project\'s Budget tab, Variations and Sub Consultants\' Actual Charges have been separated out as separate amounts | |
Summary: In the top right area of a Project\'s Budget tab, Variations and Sub Consultants\' Actual Charges have been separated out as separate amounts | ||||
916.03 | New Feature | EC#5490 | Reports | The option \'All Dates\' has been added to the Date selection in the report gallery |
Summary: The option \'All Dates\' has been added to the Date selection in the report gallery | ||||
916.01 | Issue | EC#5404 | Issue with Email import changing the read status of emails in Outlook has been resolved. | |
Summary: Issue with Email import changing the read status of emails in Outlook has been resolved. | ||||
915 | New Feature | EC#5312 | General | Added \\\'Find\\\' binoculars to the edit toolbar of the Description field to allow searching within the Description |
Summary: Added \\\'Find\\\' binoculars to the edit toolbar of the Description field to allow searching within the Description | ||||
915.0 | New Feature | ESR1234.c5 | Budget | On the Project Budget tab in the Price Structure table, the Fixed Price and Lump Sum checkboxes have been replaced with a dropdown with Fixed Price, Time Based and (if configured) % Based. More... |
Summary: On the Project Budget tab in the Price Structure table, the Fixed Price and Lump Sum checkboxes have been replaced with a dropdown with Fixed Price, Time Based and (if configured) % Based. More... | ||||
915 | New Feature | ESR1234B11 | Transmittals | Added ability to create a new document from within a Transmittal. |
Summary: Added ability to create a new document from within a Transmittal. | ||||
914.08 | Issue | EC#5305 | Invoices | Text now wraps for addresses in invoice templates |
Summary: Text now wraps for addresses in invoice templates | ||||
914.08 | Issue | EC#5465 | Project Details | Issue with writing over of an empty project address resolved |
Summary: Issue with writing over of an empty project address resolved | ||||
914.07 | Issue | EC#5408 | Expenses/Disbursements | Fixed issue where disbursements did not display. |
Summary: Fixed issue where disbursements did not display. | ||||
914.06 | Issue | EC#5395 | General | Issue with logging in due to date format resolved |
Summary: Issue with logging in due to date format resolved | ||||
914.02 | Issue | EC#5257 | Utilities | The \\\'Update Assignee Rates Utility\\\' updated to support new feature of rate sets on Tasks (under Stages) and Stages (architects databases only). |
Summary: The \\\'Update Assignee Rates Utility\\\' updated to support new feature of rate sets on Tasks (under Stages) and Stages (architects databases only). | ||||
913.2 | Issue | EC#5294 | General | Edit > Delete fixed More... |
Summary: Edit > Delete fixed More... | ||||
913.11 | Issue | EC#5368 | Fixed issue where attachments were missing from forwarded emails. | |
Summary: Fixed issue where attachments were missing from forwarded emails. | ||||
913.11 | Issue | EC#5369 | Corrected the \'from\' address on emails that are replied to or forwarded. | |
Summary: Corrected the \'from\' address on emails that are replied to or forwarded. | ||||
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 | ||||
913.07 | Issue | EC#5313 | Settings | In Settings, changes to all text size for Navigation headers and other User options now save. |
Summary: In Settings, changes to all text size for Navigation headers and other User options now save. | ||||
913.06 | Issue | EC#5328 | General | Fixed error on Find function from a field. |
Summary: Fixed error on Find function from a field. | ||||
913.06 | New Feature | EC#5285 | You can now have mandatory Information Items More... | |
Summary: You can now have mandatory Information Items More... | ||||
913.05 | Issue | EC#5294 | General | Fixed crash on delete item. |
Summary: Fixed crash on delete item. | ||||
913.05 | Issue | EC#5294 | Tree | You can now collapse and expand the Tree to see tree items created or deleted by another logged in user. More... |
Summary: You can now collapse and expand the Tree to see tree items created or deleted by another logged in user. More... | ||||
912.08 | Issue | 1811kw2 | General | Fixed crash associated with Refresh function. |
Summary: Fixed crash associated with Refresh function. | ||||
912.06 | New Feature | Scenario61 | Project Details | Mandatory fields. More... |
Summary: Mandatory fields. More... | ||||
912.05 | Issue | 1612kw3 | Documents | Fixed crash when using the Change Field function in the editor. |
Summary: Fixed crash when using the Change Field function in the editor. | ||||
912.05 | Issue | 2912kw1 | Project Details | Fixed issue where new projects were not related to groups according to default selections in the project template. |
Summary: Fixed issue where new projects were not related to groups according to default selections in the project template. | ||||
912.05 | New Feature | ESR1234A.1 | Contacts | On the individual contact\\\'s details screen list all the companies the person is related to and in a new field show the relationship to each company. |
Summary: On the individual contact\\\'s details screen list all the companies the person is related to and in a new field show the relationship to each company. | ||||
912.03 | Issue | 812kw4 | Project Details | Fixed various issues with multi currency function. More... |
Summary: Fixed various issues with multi currency function. More... | ||||
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. | ||||
912.01 | Issue | 1412kw1 | Timesheets | Fixed issue where Save button on Time Capture dialog was disabled. |
Summary: Fixed issue where Save button on Time Capture dialog was disabled. | ||||
912.01 | Issue | 1512kw5 | General | Fixed issue with incorrect numbering on Scope Changes. |
Summary: Fixed issue with incorrect numbering on Scope Changes. | ||||
912.01 | Issue | 1512kw6 | Documents | Fixed issue where a new document appeared under Recent but not related to tree item where they were created from. |
Summary: Fixed issue where a new document appeared under Recent but not related to tree item where they were created from. | ||||
912.01 | Issue | 2611kw1 | General | Removed Import Contacts option from Tools menu as has been replaced by Import Items. |
Summary: Removed Import Contacts option from Tools menu as has been replaced by Import Items. | ||||
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 | 9114.jw3 | Transmittals | Added missing right-click menu that has options to remove a document or contact. |
Summary: Added missing right-click menu that has options to remove a document or contact. | ||||
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. | ||||
912 | Issue | 3011kw1 | Info Items | Ensure changes to information items are saved when user leaves the screen. |
Summary: Ensure changes to information items are saved when user leaves the screen. | ||||
912 | Issue | 9112.jw14 | Accounts | Changed default loading of Accounts screen so all levels of data are loaded and expanded to ensure correct date filtering and linking of invoiced items. |
Summary: Changed default loading of Accounts screen so all levels of data are loaded and expanded to ensure correct date filtering and linking of invoiced items. | ||||
912 | New Feature | 9115.jw11 | General | Added Logout option on the Help (?) menu. |
Summary: Added Logout option on the Help (?) menu. | ||||
912 | New Feature | EC#4992 | Timesheets | Move Time is a new feature that allows uninvoiced hours and linked comments to be moved to another work item. More... |
Summary: Move Time is a new feature that allows uninvoiced hours and linked comments to be moved to another work item. More... | ||||
912 | New Feature | EC#5011 | On the Send Email dialog, added From dropdown so user can choose which email account the message is sent from. By default it is set to the Default Outgoing Account selected on the Settings tab of User Accounts. | |
Summary: On the Send Email dialog, added From dropdown so user can choose which email account the message is sent from. By default it is set to the Default Outgoing Account selected on the Settings tab of User Accounts. | ||||
911.5 | Issue | 1911kw1 | General | Added Logout button on the About screen. |
Summary: Added Logout button on the About screen. | ||||
911.5 | Issue | 312kw2 | Project Details | Users can now edit the Type dropdown in the multi contact table of the Project tab, even if the rest of the tab is read only. |
Summary: Users can now edit the Type dropdown in the multi contact table of the Project tab, even if the rest of the tab is read only. | ||||
911.5 | Issue | 9012.jw11 | General | Added grid lines to Schedule, Timesheet and Accounts screens and improved usability of Schedule. |
Summary: Added grid lines to Schedule, Timesheet and Accounts screens and improved usability of Schedule. | ||||
911.5 | Issue | 9023.jw06 | Reports | Fixed issue where the Reports option on the right click menu in the tree did not load Reports tab until clicked a second time. |
Summary: Fixed issue where the Reports option on the right click menu in the tree did not load Reports tab until clicked a second time. | ||||
911.5 | Issue | 906.01 | Performance | Improved speed of loading screens such as Information, Company and Contact Details and Project/Job Details. |
Summary: Improved speed of loading screens such as Information, Company and Contact Details and Project/Job Details. | ||||
911.5 | Issue | 9091.jw1 | General | Fixed Outline Numbering so the parent number is not duplicated. |
Summary: Fixed Outline Numbering so the parent number is not duplicated. | ||||
911.5 | Issue | 9101.ag1a | Tree | Fixed initial load of Navigation so it does not prompt user to click to load report. |
Summary: Fixed initial load of Navigation so it does not prompt user to click to load report. | ||||
911.5 | Issue | 9101.ag1c | Budget | Fixed issue where assignee rate did not load when person added to assignee table or when Update Assignee Rates utility run. |
Summary: Fixed issue where assignee rate did not load when person added to assignee table or when Update Assignee Rates utility run. | ||||
911.5 | Issue | 9110.jw8 | General | Clean up of the New button at the top left of the screen and the right click New menu. |
Summary: Clean up of the New button at the top left of the screen and the right click New menu. | ||||
911.5 | Issue | 9112ag.1 | Utilities | Allow Document Link utility to be run from the first menu rather than from the Tools submenu that not all users have access to. |
Summary: Allow Document Link utility to be run from the first menu rather than from the Tools submenu that not all users have access to. | ||||
911.5 | Issue | EC#5258 | General | Added ability to enable folders under projects and documents under stages. |
Summary: Added ability to enable folders under projects and documents under stages. | ||||
911.05 | New Feature | ESR1240A.3 | Accounts | Added support for multiple tax rates in a multi currency setup. More... |
Summary: Added support for multiple tax rates in a multi currency setup. More... | ||||
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. | ||||
9.3.9.28 | Issue | EC#5990 | Reports | Many errors have been resolved by fixing an issue when windows were resized. More... |
Summary: Many errors have been resolved by fixing an issue when windows were resized. More... | ||||
861.8 | Change | E166 | 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. | ||||
861.8 | Issue | SVT#1515 | Reports | Activity reports now show Approval Status of N/A for expense rows as expenses do not have an approval field. |
Summary: Activity reports now show Approval Status of N/A for expense rows as expenses do not have an approval field. | ||||
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. | ||||
861.5 | Issue | EC#5257 | Utilities | Fixed Update Assignee Rates utility so that it picks up the rate set on the Task level before going up to the Stage then Project. |
Summary: Fixed Update Assignee Rates utility so that it picks up the rate set on the Task level before going up to the Stage then Project. | ||||
861.5 | Issue | SVT#641 | Timesheets | Updated Timesheet Print (report) so that overtime is excluded from totals as per SVT#1174. |
Summary: Updated Timesheet Print (report) so that overtime is excluded from totals as per SVT#1174. | ||||
861.3 | Issue | EC#5244 | Accounts | Modified account processing to cater for situation in engineering configuration where an item that is partially written off and partially invoiced has the write off amount cleared and invoiced. |
Summary: Modified account processing to cater for situation in engineering configuration where an item that is partially written off and partially invoiced has the write off amount cleared and invoiced. | ||||
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. | ||||
861.1 | Issue | EC#5236 | Timesheets | Fixed code so Timesheet comments are saved as the correct note type at time of creation. |
Summary: Fixed code so Timesheet comments are saved as the correct note type at time of creation. | ||||
860.6 | New Feature | SVT#1174 | Timesheets | Exclude overtime hours from Day Totals and overall Week Total in Timesheets. More... |
Summary: Exclude overtime hours from Day Totals and overall Week Total in Timesheets. More... | ||||
860.4 | Issue | SVT#622 / SVT#1119 | Project Details | Corrected the calculation for WIP shown on the Opportunity Details tab that was incorrectly being restricted to only approved WIP. Also fixed so the value refreshes when changes are made. |
Summary: Corrected the calculation for WIP shown on the Opportunity Details tab that was incorrectly being restricted to only approved WIP. Also fixed so the value refreshes when changes are made. | ||||
860.4 | Issue | SVT#625 | Timesheets | In the engineering configuration assignees will not become inactive regardless of any conditions or rules. |
Summary: In the engineering configuration assignees will not become inactive regardless of any conditions or rules. | ||||
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. | ||||
860.2 | 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. | ||||
860.2 | Issue | EC#5209 | Settings | Corrected settings by turning ON Document Type Settings 6, 10, 11 and 62. |
Summary: Corrected settings by turning ON Document Type Settings 6, 10, 11 and 62. | ||||
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. | ||||
860.1 | Issue | EC#5054 | Schedule | Fixed refresh issues in the Schedule when assigning a resource to a work item. More... |
Summary: Fixed refresh issues in the Schedule when assigning a resource to a work item. More... | ||||
860.1 | Issue | EC#5180 | General | Linked the Resolved By field on Issues tab to the resource group for current staff. |
Summary: Linked the Resolved By field on Issues tab to the resource group for current staff. | ||||
860.0 | Issue | EC#5214 | Increased the size of the user field from 32 to 255 characters to support longer usernames. | |
Summary: Increased the size of the user field from 32 to 255 characters to support longer usernames. | ||||
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. | ||||
858.0 | Issue | EC#5177 | Dashboards | Fixed problem causing Dashboards not to load. |
Summary: Fixed problem causing Dashboards not to load. | ||||
858.0 | New Feature | EC#5102 | Reports | Added OR functionality to filters in report results. More... |
Summary: Added OR functionality to filters in report results. More... | ||||
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. | ||||
857.8 | Issue | EC#5193 | Performance | Improved performance of data import that was slow due to all child relationships being updated when a project is saved even if they were not changed. |
Summary: Improved performance of data import that was slow due to all child relationships being updated when a project is saved even if they were not changed. | ||||
857.7 | Issue | EC#5173 | Documents | Fixed the format painter. It now functions correctly in the same way as the same feature found in Word. |
Summary: Fixed the format painter. It now functions correctly in the same way as the same feature found in Word. | ||||
857.3 | Issue | EC#5086 | Reports | The Activity/Time report will show the role recorded in the timesheet rather than the person\'s default role. |
Summary: The Activity/Time report will show the role recorded in the timesheet rather than the person\'s default role. | ||||
857.2 | Issue | EC#5027 | Timesheets | Fixed crash when entering comment for a work item. |
Summary: Fixed crash when entering comment for a work item. | ||||
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. | ||||
856.5 | Issue | D151 | Documents | Fixed issues with various fields such as Project Description and contact Details, not showing data when inserted into a document. |
Summary: Fixed issues with various fields such as Project Description and contact Details, not showing data when inserted into a document. | ||||
856.5 | Issue | EC#5147 | General | The conflict dialog has been hidden. More... |
Summary: The conflict dialog has been hidden. More... | ||||
856.4 | Issue | EC#5110 | Budget | Fixed error that caused the Lump Sum checkbox to revert to being unticked after a user ticked it and changed screens or logged out. |
Summary: Fixed error that caused the Lump Sum checkbox to revert to being unticked after a user ticked it and changed screens or logged out. | ||||
856.4 | Issue | EC#5142 | Timesheets | Fixed issue of timesheet comments being lost. |
Summary: Fixed issue of timesheet comments being lost. | ||||
855.4 | Issue | EC#5137 | Reports | Fixed Stage ETC Report per Week report that was returning 0 results due to date range error and problem with the repeat function. |
Summary: Fixed Stage ETC Report per Week report that was returning 0 results due to date range error and problem with the repeat function. | ||||
855.3 | Issue | W195B | Dashboards | Removed the double backslash \\\\ from the filepath to the pivot file as won\'t work with some versions of Windows so fails to find the pivot file. |
Summary: Removed the double backslash \\\\ from the filepath to the pivot file as won\'t work with some versions of Windows so fails to find the pivot file. | ||||
855.3 | Issue | W195B | Reports | Fixed an issue that prevented the image of a chart being displayed. Changed the export to HTML from report results so it works exactly as it does from the Dashboard. |
Summary: Fixed an issue that prevented the image of a chart being displayed. Changed the export to HTML from report results so it works exactly as it does from the Dashboard. | ||||
855.2 | Issue | EC#5045 | Improved Send Email function. More... | |
Summary: Improved Send Email function. More... | ||||
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. | ||||
854.9 | Issue | EC#4987 | Documents | There is a new checkbox in the bottom left corner of the Insert Fields dialog called Add as Multi-line. When ticked the inserted field will word wrap. It is useful for Memo type info items that otherwise run off the page. |
Summary: There is a new checkbox in the bottom left corner of the Insert Fields dialog called Add as Multi-line. When ticked the inserted field will word wrap. It is useful for Memo type info items that otherwise run off the page. | ||||
854.8 | New Feature | EC#5106 | General | Created new option so that a stage created on a project will default to the stage name of the template rather than \'New Stage\'. More... |
Summary: Created new option so that a stage created on a project will default to the stage name of the template rather than \'New Stage\'. More... | ||||
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. | ||||
854.4 | Issue | EDF | Fixed error that occurred when attaching an embedded document to an email message. | |
Summary: Fixed error that occurred when attaching an embedded document to an email message. | ||||
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. | ||||
854.11 | Issue | SVT#1080 | General | Made changes to reduce the number of overwrite messages appearing when not required. |
Summary: Made changes to reduce the number of overwrite messages appearing when not required. | ||||
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... | ||||
853.6 | Issue | EC#4986 | Fixed crash on send email message when right-click .pdf document in tree and select Send Email. | |
Summary: Fixed crash on send email message when right-click .pdf document in tree and select Send Email. | ||||
853.5 | Issue | EC#5041 | Fixed various email performance issues. More... | |
Summary: Fixed various email performance issues. 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. | ||||
853.1 | Issue | EC#5087 | Restored the Send button to an email message retrieved from the Drafts folder. Also fixed issue where a Draft email hides behind the main eTrack window and a third issue of a draft email being deleted if you opt to not save changes . | |
Summary: Restored the Send button to an email message retrieved from the Drafts folder. Also fixed issue where a Draft email hides behind the main eTrack window and a third issue of a draft email being deleted if you opt to not save changes . | ||||
853.1 | Issue | EC#5105 | Dashboards | Added Refresh button to Dashboards so it can be updated to reflect changes to data made after the dashboard was loaded. |
Summary: Added Refresh button to Dashboards so it can be updated to reflect changes to data made after the dashboard was loaded. | ||||
853.1 | Issue | SVT#1152 | Rates / Rate Sets | Improved performance of assigning a resource in a rate set where there was a long delay in displaying the Find dialog. |
Summary: Improved performance of assigning a resource in a rate set where there was a long delay in displaying the Find dialog. | ||||
853.1 | Issue | SVT#1157 | Schedule | Improved performance of Schedule that suffered a slowdown as a result of other changes. It is now faster than before. |
Summary: Improved performance of Schedule that suffered a slowdown as a result of other changes. It is now faster than before. | ||||
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... | ||||
853.0 | Issue | EC#4738 | Timesheets | Fixed issue where time was saved to the wrong work item. This occurred if Time Capture was recording time for TaskA and then started for TaskB but the dialog (to save time on TaskA) was cancelled; when stopped the time recorded to TaskB instead of TaskA. |
Summary: Fixed issue where time was saved to the wrong work item. This occurred if Time Capture was recording time for TaskA and then started for TaskB but the dialog (to save time on TaskA) was cancelled; when stopped the time recorded to TaskB instead of TaskA. | ||||
853.0 | Issue | EC#5062 | General | Sort in the tree in now functioning again. |
Summary: Sort in the tree in now functioning again. | ||||
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. | ||||
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. | ||||
852.3 | Issue | EC#5033 | File Management | Fixed issue where eTrack displayed an error when user tried to edit a project number. Also fixed issue of server directories not updating to reflect an edited project name in eTrack. |
Summary: Fixed issue where eTrack displayed an error when user tried to edit a project number. Also fixed issue of server directories not updating to reflect an edited project name in eTrack. | ||||
852.3 | Issue | EC#5066 | Reports | Fixed crash when running a report with Grouping selected (pre-grouping in the Gallery). |
Summary: Fixed crash when running a report with Grouping selected (pre-grouping in the Gallery). | ||||
852.0 | Issue | EC#4980 | Documents | Fixed issue where data was not displaying if the same field was inserted in the document more than once. |
Summary: Fixed issue where data was not displaying if the same field was inserted in the document more than once. | ||||
852.0 | Issue | EC#5031 | General | Fixed crash when tree item has no children as seen when creating contacts under a new company or tasks under a new stage. |
Summary: Fixed crash when tree item has no children as seen when creating contacts under a new company or tasks under a new stage. | ||||
851.9 | Issue | no ref | Timesheets | Permanently enabled the option TimeSheetCellSave that saves after each edit rather than only when clicking Save or leaving the tab. |
Summary: Permanently enabled the option TimeSheetCellSave that saves after each edit rather than only when clicking Save or leaving the tab. | ||||
851.8 | Issue | Midas#045 | General | Improved performance of the tree when expanding items with a large number of entries such as a Client list. |
Summary: Improved performance of the tree when expanding items with a large number of entries such as a Client list. | ||||
851.7 | New Feature | EC#5018 | Notes | Added spell check function to main Notes via the right-click menu. |
Summary: Added spell check function to main Notes via the right-click menu. | ||||
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. | ||||
851.2 | Issue | EC#4995 | Contacts | Fixed crash that occurred when trying to select a value from a lookup field on the Information tab while saving of the new contact record was still in progress. |
Summary: Fixed crash that occurred when trying to select a value from a lookup field on the Information tab while saving of the new contact record was still in progress. | ||||
851.2 | Issue | EC#5004 | Timesheets | Increased column width of Totals in Timesheet tab as the number displayed was truncated on some computers. |
Summary: Increased column width of Totals in Timesheet tab as the number displayed was truncated on some computers. | ||||
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. | ||||
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. | ||||
851.1 | Issue | EC#4996 | Planning Tasks (engineers) | Removed Document List from Tasks table that was previously added but is unnecessary and slows loading of the tab. |
Summary: Removed Document List from Tasks table that was previously added but is unnecessary and slows loading of the tab. | ||||
851.10 | Issue | EC#4997 | Accounts | Fixed issue in engineering configuration where invoiced amount was incorrect after selecting a charge on the ISD that was partially written off. |
Summary: Fixed issue in engineering configuration where invoiced amount was incorrect after selecting a charge on the ISD that was partially written off. | ||||
851.1 | Issue | Midas#043 | Timesheets | Changed the way timesheet comments are linked to timesheet cells to ensure the comments are not overwritten or lost. |
Summary: Changed the way timesheet comments are linked to timesheet cells to ensure the comments are not overwritten or lost. | ||||
851.0 | Issue | EC#4951 | Contacts | Added a new Information tab on Contact Groups. |
Summary: Added a new Information tab on Contact Groups. | ||||
851.0 | Issue | EC#4957 | Transmittals | Fixed crash when clicking Add Transmittal on the Project Transmittals tab. |
Summary: Fixed crash when clicking Add Transmittal on the Project Transmittals tab. | ||||
851.0 | New Feature | E157 | Added spell check function to Email editing via the right-click menu. More... | |
Summary: Added spell check function to Email editing via the right-click menu. More... | ||||
850.29 | Issue | SVT#1125 | Accounts | Fixed crash in relation to Delete Invoice and Reset Invoice functions in Accounts sheet. |
Summary: Fixed crash in relation to Delete Invoice and Reset Invoice functions in Accounts sheet. | ||||
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. | ||||
850.28 | Issue | SVT#1124 | Accounts | Addresses an issue with invoicing Fixed Price work with billable expenses using the ISD in engineering configurations. More... |
Summary: Addresses an issue with invoicing Fixed Price work with billable expenses using the ISD in engineering configurations. More... | ||||
850.27 | Issue | E173 | Include email header when printing an email message. | |
Summary: Include email header when printing an email message. | ||||
850.27 | New Feature | D193 | Documents | Added spell check and thesaurus functions to the eTrack Document Editor on the Tools tab and via the right-click menu. More... |
Summary: Added spell check and thesaurus functions to the eTrack Document Editor on the Tools tab and via the right-click menu. More... | ||||
850.18 | New Feature | ESR1151A.12 | Reports | Added option to use OR with Additional Criteria so can filter for multiple values for the same column. |
Summary: Added option to use OR with Additional Criteria so can filter for multiple values for the same column. | ||||
849.9 | New Feature | OCR130A.9 | Reports | New option to display results in a field format instead of in a row. More... |
Summary: New option to display results in a field format instead of in a row. More... | ||||
849.8 | Issue | EC#4830 | Budget | Fixed issue where Original Contract Value field was being set to a large random number due to an invalid calculation. |
Summary: Fixed issue where Original Contract Value field was being set to a large random number due to an invalid calculation. | ||||
849.8 | Issue | EC#4914 | Budget | Fixed issue where % of Revised Contract Value field was resetting to $0 on entry to the Budget tab which subsequently cleared Contract Fee and %-based Stage Prices. |
Summary: Fixed issue where % of Revised Contract Value field was resetting to $0 on entry to the Budget tab which subsequently cleared Contract Fee and %-based Stage Prices. | ||||
849.5 | New Feature | ESR1151#14C | Expenses/Disbursements | Created new export function to export expenses into a file for importing into MYOB. More... |
Summary: Created new export function to export expenses into a file for importing into MYOB. More... | ||||
849.33 | Issue | EC#4922 | Accounts | Fixed issue so the approval status of timesheet cells is correctly set after an invoice is deleted. |
Summary: Fixed issue so the approval status of timesheet cells is correctly set after an invoice is deleted. | ||||
849.32 | Change | EC#4973 | 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. | ||||
849.31 | Issue | EC#4977 | File Management | Fixed issue with the server path of folders in a template that was causing them not to be copied to new projects. |
Summary: Fixed issue with the server path of folders in a template that was causing them not to be copied to new projects. | ||||
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. | ||||
849.29 | Issue | EC#4871 | Expenses/Disbursements | Fixed Actual Expense Report so amounts include GST where indicated by the user via the Includes GST checkbox. |
Summary: Fixed Actual Expense Report so amounts include GST where indicated by the user via the Includes GST checkbox. | ||||
849.29 | Issue | EC#4963 | Settings | Fixed crash when creating New Role. |
Summary: Fixed crash when creating New Role. | ||||
849.27 | Issue | EC#4937 | File Management | Fixed issues 1. failing to create a new document from an external document template 2. sub folders missing from new projects 3. error on renaming a folder. |
Summary: Fixed issues 1. failing to create a new document from an external document template 2. sub folders missing from new projects 3. error on renaming a folder. | ||||
849.27 | New Feature | EC#4864 | Documents | Added option to customise the default format of document names. More... |
Summary: Added option to customise the default format of document names. More... | ||||
849.26 | Issue | Midas#030C | Timesheets | Added additional processing to the save of timesheet comments to prevent comments being lost in certain scenarios. |
Summary: Added additional processing to the save of timesheet comments to prevent comments being lost in certain scenarios. | ||||
849.25 | Issue | EC#4480 | Info Items | Fixed issue where Info Items of type Text accepted more chars than can be saved in the database. Field now limits entry to 100 chars and informs the user to use type Memo if longer notes are required. |
Summary: Fixed issue where Info Items of type Text accepted more chars than can be saved in the database. Field now limits entry to 100 chars and informs the user to use type Memo if longer notes are required. | ||||
849.25 | Issue | EC#4875 | Accounts | For Engineers databases only, fixed Accounts so labour charges are moved from WIP $ to Invoice $ after being invoiced. |
Summary: For Engineers databases only, fixed Accounts so labour charges are moved from WIP $ to Invoice $ after being invoiced. | ||||
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. | ||||
849.25 | Issue | Midas#037 | Reports | Time and Expense report shows correct totals and now has a default grouping by Person. |
Summary: Time and Expense report shows correct totals and now has a default grouping by Person. | ||||
849.22 | Issue | EC#4860 | Accounts | Fixed issue in Accounts tab where values entered in Write Off $ or Invoice $ columns would disappear if |
Summary: Fixed issue in Accounts tab where values entered in Write Off $ or Invoice $ columns would disappear if | ||||
849.19 | Issue | E183 | Fixed crash when clicking Add Attachment button on Send Email dialog. | |
Summary: Fixed crash when clicking Add Attachment button on Send Email dialog. | ||||
849.12 | Issue | EC#4880 | Timesheets | Fixed issue where a new row was not being created when changing Book To on a row that already had time booked to it. |
Summary: Fixed issue where a new row was not being created when changing Book To on a row that already had time booked to it. | ||||
849.11 | Issue | EC#4666 | Timesheets | Fixed issue with Time Capture utility where paused time was adding back after resuming. |
Summary: Fixed issue with Time Capture utility where paused time was adding back after resuming. | ||||
849.11 | Issue | EC#4738 | Timesheets | Fixed Time Capture utility issues where time was not added if the timesheet cell had focus and time was sometimes recorded on the wrong work item. |
Summary: Fixed Time Capture utility issues where time was not added if the timesheet cell had focus and time was sometimes recorded on the wrong work item. | ||||
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... | ||||
849.1 | Issue | EC#4811 | Reports | Whenever a filter is applied to report results, any grouping is first removed as filtering and grouping cannot be used at the same time. |
Summary: Whenever a filter is applied to report results, any grouping is first removed as filtering and grouping cannot be used at the same time. | ||||
849.1 | Issue | EC#4879 | Schedule | When running the Resource Plan report in the Schedule the Show Only Active Work option is now set to match the Schedule view as indicated by the red A button. |
Summary: When running the Resource Plan report in the Schedule the Show Only Active Work option is now set to match the Schedule view as indicated by the red A button. | ||||
849.1 | Issue | SVT#582 | Reports | Totals in reports are refreshed when the results are filtered either via the Filter dropdown or the right-click menu \'Filter By\' option. |
Summary: Totals in reports are refreshed when the results are filtered either via the Filter dropdown or the right-click menu \'Filter By\' option. | ||||
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. | ||||
848.5 | New Feature | EC#4898 | Utilities | Renamed eTrackScheduler.exe to eTrackTasks.exe and enhanced its functionality to replace eTrackAlarmService. More... |
Summary: Renamed eTrackScheduler.exe to eTrackTasks.exe and enhanced its functionality to replace eTrackAlarmService. More... | ||||
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... | ||||
848 | New Feature | EC#4749 | Contacts | New tab on Contact Groups to list contacts and their details for CRM purposes. Type, Number and Name is displayed by default. Additional details can be added by users as required. More... |
Summary: New tab on Contact Groups to list contacts and their details for CRM purposes. Type, Number and Name is displayed by default. Additional details can be added by users as required. More... | ||||
848 | New Feature | EC#4783 | Planning Tasks (engineers) | Added new option Insert From List on right-click menu that creates a new task where the Task Name is selected from a list. More... |
Summary: Added new option Insert From List on right-click menu that creates a new task where the Task Name is selected from a list. 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). | ||||
847.0 | Issue | GB#78 | Project Details | Fixed issue where changing project status caused the project to appear in both the new and existing project group. |
Summary: Fixed issue where changing project status caused the project to appear in both the new and existing project group. | ||||
847.0 | Issue | none | Project Details | Made multi contact list editable by all users even if their security group allows read only access to this screen. |
Summary: Made multi contact list editable by all users even if their security group allows read only access to this screen. | ||||
846.5 | New Feature | BS Spec | Added a new feature to create a new RFI from an email or save attachments to an existing RFI. More... | |
Summary: Added a new feature to create a new RFI from an email or save attachments to an existing RFI. More... | ||||
846.26 | Change | E198 | 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... | ||||
846.25 | New Feature | EC#4869 | Project Details | Added feature to allow Status Prefix to be included in the Project Number, Job Number, Opportunity Number etc More... |
Summary: Added feature to allow Status Prefix to be included in the Project Number, Job Number, Opportunity Number etc More... | ||||
846.22 | Change | E116 | Added BCC function to new emails. | |
Summary: Added BCC function to new emails. | ||||
846.22 | Change | E199 | 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. | ||||
846.22 | Issue | E154 | Fixed Reply All so it also includes the original sender in the list of contacts. | |
Summary: Fixed Reply All so it also includes the original sender in the list of contacts. | ||||
846.22 | Issue | E195 | Fixed the search function so it find matches in the email message text as well as the subject header. | |
Summary: Fixed the search function so it find matches in the email message text as well as the subject header. | ||||
846.21 | Issue | D168 | Documents | Fixed user interface on New Document dialog so that the Copy or Link option is selected when user clicks anywhere in the box including the radio button. |
Summary: Fixed user interface on New Document dialog so that the Copy or Link option is selected when user clicks anywhere in the box including the radio button. | ||||
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. | ||||
846.2 | Issue | D148 | File Management | Changed matching rules to stop duplicate project folders being created on the file server when creating folders, renaming tree items or attaching documents in eTrack. |
Summary: Changed matching rules to stop duplicate project folders being created on the file server when creating folders, renaming tree items or attaching documents in eTrack. | ||||
846.2 | Issue | D165 | File Management | Fixed issue with Document Link Utility where it created a duplicate project folder on the file server if the original project folder did not have the same Project Name as the matching project in eTrack. |
Summary: Fixed issue with Document Link Utility where it created a duplicate project folder on the file server if the original project folder did not have the same Project Name as the matching project in eTrack. | ||||
846.2 | Issue | D166 | File Management | Fixed issue where an error appeared on creation of folders on the file server to match new folders created in eTrack under a project template. |
Summary: Fixed issue where an error appeared on creation of folders on the file server to match new folders created in eTrack under a project template. | ||||
846.20 | Issue | D177 | Documents | Fixed issue so can create a new document from a template that is linked. |
Summary: Fixed issue so can create a new document from a template that is linked. | ||||
846.20 | Issue | D181 | File Management | Fixed issue when changing status of a project that has an Acronym value (Acronym option enabled), on the server subfolders were created with no parent project folder. |
Summary: Fixed issue when changing status of a project that has an Acronym value (Acronym option enabled), on the server subfolders were created with no parent project folder. | ||||
846.2 | New Feature | D147 | File Management | Created new option so that project folders on the file server are named using Acronym field instead of Project Name. More... |
Summary: Created new option so that project folders on the file server are named using Acronym field instead of Project Name. More... | ||||
846.18 | Issue | D137 | Documents | Fixed error when creating a new document from a template that is attached. |
Summary: Fixed error when creating a new document from a template that is attached. | ||||
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. | ||||
846.12 | Issue | E191 | Fixed error that occurred when Filing or Deleting from a filtered list or switching to a tab with no emails matching the filter (search text). | |
Summary: Fixed error that occurred when Filing or Deleting from a filtered list or switching to a tab with no emails matching the filter (search text). | ||||
846.12 | Issue | E196 | Improved performance of filing emails. | |
Summary: Improved performance of filing emails. | ||||
846.12 | New Feature | GB#80 | Expenses/Disbursements | New option so checkbox for \'Entry Includes GST\' defaults to ticked. More... |
Summary: New option so checkbox for \'Entry Includes GST\' defaults to ticked. More... | ||||
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... | ||||
845.4 | New Feature | E170 | Scheduler Application | A new application eTrackScheduler developed to sync emails in the background and / or run scheduled tasks. More... |
Summary: A new application eTrackScheduler developed to sync emails in the background and / or run scheduled tasks. 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... | ||||
844 | New Feature | EC#4736 | Documents | A new feature to record Transmittals has been added to Projects. More... |
Summary: A new feature to record Transmittals has been added to Projects. 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. | ||||
842.0 | Issue | EC#4815 | Expenses/Disbursements | Fixed issue so the Add Disbursement button displays the correct list of disbursements on the dialog. |
Summary: Fixed issue so the Add Disbursement button displays the correct list of disbursements on the dialog. | ||||
842.0 | Issue | EC#4828 | Settings | Turned off Security Group permission #188 for all groups as relates to functionality no longer supported. |
Summary: Turned off Security Group permission #188 for all groups as relates to functionality no longer supported. | ||||
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... | ||||
841.1 | Issue | EC#4723 | Planning Tasks (engineers) | Added scroll bar to Commercial tab so can view all fields when using low resolution monitors. |
Summary: Added scroll bar to Commercial tab so can view all fields when using low resolution monitors. | ||||
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) | ||||
840.6 | Issue | EC#4600 | Security | Turn ON Type Setting #19 Hide Active Checkbox in Item Details for Person and Role |
Summary: Turn ON Type Setting #19 Hide Active Checkbox in Item Details for Person and Role | ||||
840.6 | New Feature | EC#4445 | Reports | New Budget Table Report: to run on a project and returns data shown in the Budget table for each Stage where Variance < $0. |
Summary: New Budget Table Report: to run on a project and returns data shown in the Budget table for each Stage where Variance < $0. | ||||
840.5 | Issue | EC#4780 | General | Added vertical scroll bar to Stage Details tab. |
Summary: Added vertical scroll bar to Stage Details tab. | ||||
840.16 | Issue | EC#4813 | Contract Administration | Fixed issue where RFI Type was not being saved and Response Received reverted to today\'s date. |
Summary: Fixed issue where RFI Type was not being saved and Response Received reverted to today\'s date. | ||||
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. | ||||
840.12 | 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. | ||||
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. | ||||
838.9 | 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... | ||||
838.5 | Issue | EC#4578 | Security | Fixed bug where new security groups became orphaned. |
Summary: Fixed bug where new security groups became orphaned. | ||||
838.5 | Issue | EC#4658 | Contacts | Fixed error where the edit box linked to ‘Use Address’ was editable for all selections (but edits not saved). The field is now only editable when Use Address = Other Address. |
Summary: Fixed error where the edit box linked to ‘Use Address’ was editable for all selections (but edits not saved). The field is now only editable when Use Address = Other Address. | ||||
838.4 | New Feature | EC#4690 | Documents | Added Insert Symbol feature to the eTrack editor. |
Summary: Added Insert Symbol feature to the eTrack editor. | ||||
838.4 | New Feature | EC#4692 | Reports | Add options to change Page Layout and Paper Size in custom reports. More... |
Summary: Add options to change Page Layout and Paper Size in custom reports. More... | ||||
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... | ||||
838.33 | Issue | D134 | Documents | When renaming an item, save when exit the field. Was previously saving on every keystroke that affected performance. |
Summary: When renaming an item, save when exit the field. Was previously saving on every keystroke that affected performance. | ||||
838.29 | Issue | D135 | File Management | Improved performance when editing a Project Name by updating file paths when leaving the field rather than on every keystroke. |
Summary: Improved performance when editing a Project Name by updating file paths when leaving the field rather than on every keystroke. | ||||
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. | ||||
838.2 | Issue | EC#3434 | Accounts | Fixed error in Accounts sheet where the status of an invoiced timesheet row would update when the status of the person was edited. |
Summary: Fixed error in Accounts sheet where the status of an invoiced timesheet row would update when the status of the person was edited. | ||||
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... | ||||
838.12 | Issue | EC#4714 | Project Details | Fixed issue where Client field on a project was being cleared after visiting the Budget tab. |
Summary: Fixed issue where Client field on a project was being cleared after visiting the Budget tab. | ||||
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... | ||||
838.11 | Issue | EC#4684 | Accounts | Fixed two issues in Accounts sheet where WIP on expenses was incorrectly processed after creating / editing an invoice entry. |
Summary: Fixed two issues in Accounts sheet where WIP on expenses was incorrectly processed after creating / editing an invoice entry. | ||||
838.10 | New Feature | S088 | Contract Administration | Improved the integration between the Construction stage and Project>Budget tab. More... |
Summary: Improved the integration between the Construction stage and Project>Budget tab. 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. | ||||
837.44 | 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). | ||||
837.35 | 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. More... |
Summary: 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. More... | ||||
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. | ||||
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... | ||||
837.19 | New Feature | EC#4596 | Accounts | Allow a project to be invoiced in another currency. More... |
Summary: Allow a project to be invoiced in another currency. More... | ||||
837.12 | Issue | EC#4630 | Checklists | Fixed QA rollout feature to prevent duplicate rows being rolled out and correctly rollout header rows. |
Summary: 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. |
Summary: 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. |
Summary: 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. |
Summary: 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. |
Summary: 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 |
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 | Issue | EC#4438 | File Management | Stripped invalid characters from file path when creating folders on the server. More... |
Summary: Stripped invalid characters from file path when creating folders on the server. More... | ||||
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. |
Summary: 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. |
Summary: 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. |
Summary: 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). More... |
Summary: New option to export invoices to MYOB. Manual step is required (see Description). More... | ||||
834.04 | New Feature | EC#4540 | Timesheets | Added feature to rollout out new timesheet activities from a template. More... |
Summary: Added feature to rollout out new timesheet activities from a template. More... | ||||
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. |
Summary: 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. |
Summary: 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). More... |
Summary: 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). More... | ||||
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. |
Summary: 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. |
Summary: 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. |
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 | ||||
833 | Issue | EC#3637 | Expenses/Disbursements | Invoiced disbursements / expenses cannot be deleted or edited |
Summary: 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. |
Summary: 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. |
Summary: 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. |
Summary: 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. |
Summary: 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 |
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. | ||||
832.06 | 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. |
Summary: 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. |
Summary: Fixed formulas in documents so they work when the formula references cells that have inserted fields. | ||||
832.06 | Issue | none | Documents | Fixed so |
Summary: Fixed so | ||||
832.06 | Issue | none | Documents | Headers / footers from document templates come through to new documents created. |
Summary: 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. More... |
Summary: 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. More... | ||||
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. | ||||
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. |
Summary: 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. |
Summary: 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. |
Summary: Fixed issue where eTrack stopped responding when users tried to add contacts. | ||||
823.53 | Change | EC#4364 | Timesheets | Improved usability of Timesheet Activity dropdown. More... |
Summary: Improved usability of Timesheet Activity dropdown. More... | ||||
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. |
Summary: 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 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... | ||||
823.26 | Issue | EC#3751 | General | Warning message is displayed when user clicks Clear Login on Person Details |
Summary: 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 More... |
Summary: Removed access to view cost rates in reports for users without permission More... | ||||
823.26 | Issue | EC#4016 | Accounts | Fixed bug that allowed Fixed Price checkbox to be changed when invoices exist |
Summary: 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 |
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 | ||||
823.06 | Issue | EC#4396 / EC#4397 | Timesheets | Fixed bug where assignee rates were $0 instead of rate from rate set. |
Summary: 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 |
Summary: 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 |
Summary: 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) |
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... | ||||
822.09 | Issue | EC#3908 | General | Improved the functioning of Information Item date fields More... |
Summary: Improved the functioning of Information Item date fields More... | ||||
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. More... |
Summary: Pre-filtering for custom reports via Additional Criteria and Save Criteria option to set default search criteria for all users. More... | ||||
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 | Issue | EC#4251 | Schedule | Resolution for Actuals not being displayed in Schedule More... |
Summary: Resolution for Actuals not being displayed in Schedule 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... | ||||
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 | ||||
819.02 | Issue | EC#3635 | Schedule | Fixed error where actions in the Schedule caused projects to become duplicated in the tree. |
Summary: 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. |
Summary: 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 |
Summary: 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 More... |
Summary: Enable type setting control of new and delete for construction registers More... | ||||
819 | Issue | EC#4150 | Documents | After saving a document, tabs entered using the TAB key are preserved. More... |
Summary: After saving a document, tabs entered using the TAB key are preserved. 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. | ||||
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. |
Summary: 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. More... |
Summary: ETC reduction corrected where ETC is set at a stage level. More... | ||||
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 More... |
Summary: Stage gets ETC equal to time booked when time is booked to stage with no ETC and then stage is deleted from timesheet More... | ||||
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. |
Summary: 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. |
Summary: 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. More... |
Summary: ETC not reducing when ETC set after time already booked and ETC goes to 0 when ETC edited after time is booked. More... | ||||
816.19 | Issue | EC#3787 | Notes | The default sort order for notes on the Notes tab is by date - newest to oldest. |
Summary: 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 More... |
Summary: Activity / Time Report now groups disbursements with project timesheet data More... | ||||
816.14 | Issue | EC#3946 | General | Items in Assign To table on Stage Details visible when using resolution with height of 768 More... |
Summary: Items in Assign To table on Stage Details visible when using resolution with height of 768 More... | ||||
816.05 | Issue | EC#3972 | Timesheets | Fixed problem with saving the timesheet when booking to equipment (such as Travel). |
Summary: 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. |
Summary: 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 More... |
Summary: Correct expenses displayed in Budget More... |