| Release |
Type |
Reference |
Area |
Summary |
| 965.44 |
New Feature |
E#712 |
Email | 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... |
| 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... |
| 952.0 |
New Feature |
E#1290 |
Reports | New Forecasting feature. More... |
| Summary: New Forecasting feature. More... |
| 951.3 |
New Feature |
|
Email | Email Sent Box Synchronise More... |
| Summary: Email Sent Box Synchronise More... |
| 951.3 |
New Feature |
E#1317 |
Email | 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) |
| 950.29 |
New Feature |
E#134 |
Email | Send sync has been enabled again. More... |
| Summary: Send sync has been enabled again. 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... |
| 948.14 |
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 |
New Feature |
E#1245 |
Notes | Progress Notes option to include Timesheet Comments More... |
| Summary: Progress Notes option to include Timesheet Comments More... |
| 947.34 |
New Feature |
E#1195 |
Expenses/Disbursements | Expense Markup More... |
| Summary: Expense Markup More... |
| 947.19 |
New Feature |
E#1155 |
Expenses/Disbursements | Bulk Approve Expenses Utility More... |
| Summary: Bulk Approve Expenses Utility More... |
| 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... |
| 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 to the DefaultDocName behaviour which is the Name of the document\'s direct parent. |
| Summary: Added to the DefaultDocName behaviour which is the Name of the document\'s direct parent. |
| 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 |
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. |
| 943.6 |
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 |
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... |
| 943.38 |
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. |
| 943.20 |
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 |
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). |
| 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... |
| 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. |
| 931.03 |
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. |
| 930.17 |
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 |
New Feature |
B#130 |
Email | ): 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. |
| 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 |
| 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. |
| 919.04 |
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 |
| 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 |
Email | 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 |
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 |
| 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. |
| 913.06 |
New Feature |
EC#5285 |
| You can now have mandatory Information Items More... |
| Summary: You can now have mandatory Information Items More... |
| 912.06 |
New Feature |
Scenario61 |
Project Details | Mandatory fields. More... |
| Summary: Mandatory fields. More... |
| 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 |
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 |
Email | 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. |
| 911.05 |
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... |
| 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... |
| 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... |
| 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... |
| 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. |
| 851.0 |
New Feature |
E157 |
Email | 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... |
| 850.27 |
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... |
| 849.5 |
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... |
| 849.27 |
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... |
| 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 |
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... |
| 846.5 |
New Feature |
BS Spec |
Email | 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... |
| 846.25 |
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... |
| 846.2 |
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... |
| 846.12 |
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... |
| 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... |
| 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... |
| 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. |
| 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... |
| 838.10 |
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... |
| 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... |
| 837.19 |
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... |
| 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... |
| 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. |
| 832.06 |
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... |
| 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. |
| 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 |
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... |
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