Release	Type	Reference	Area	Summary	Description
965.21	New Feature	E#1675	Invoices	XERO invoice export to get account code from a project lookup field.	There is a new setting that works in conjunction with DivisionGLCodes. The setting allows a second lookup field on a project to be nominated eg Category. The Xero export will get the account code from the selected item. If no code is found then the account code is retrieved as normal from the first nominated field eg Client. Contact eTrack support for more details.
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.
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.
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.
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.	\'File\' does the same as \'Save To\' did. \'Email\' will email the ticked Invoices (xls or pdf or both) to the Email1 address of the logged in user. The same option is available on the right-click menu that applies only to the selected invoice. Email is sent immediately using [email protected] with ReplyTo set as [email protected]. A list of invoice numbers is in the email body and the email Subject is: eTrack Invoices for :
956.1	Change	E#1344	Invoices	Invoice Due Date can now be calculated using payment terms set on the project.	It is now possible to create an info item field on the Project using a new type \'payment terms\' to record the payment term applicable to each project. Invoice Due Date = invoice date + project payment terms. If that field does not exist then invoice Due Date = invoice date + [options] InvoicePaymentTermsInDays. If that setting does not exist then invoice Due Date = invoice date + 14.
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.
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.
952.3	Issue	E#1356	Invoices	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
948.5	Issue	E#1006	Invoices	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	On the Supplier invoice screen, in the expenses table the Tax and Total columns are now correctly calculated using Cost and not Charge.
948.4	Issue	E#355	Invoices	Invoice Percent Calculation	When creating an invoice entry in the Accounts on a Fixed Price work item that has Expenses with Add to Price NOT ticked, eTrack correctly calculates the invoice% for the entered invoice$ and vice versa.
947.2	Issue	E#460	Invoices	E#460 Invoice Due Date and Days Overdue	Added a new column to the Invoices screen for Due Date and matching invoice template #tag ##INVOICE##DueDateFromInvoiceTab. Due Date is editable and defaults to Invoice Date plus N where N is the terms in days defined in eTrack Settings under [Options] InvoicePaymentTermsInDays=N. If the setting does not exist N defaults to 14. Please log out and in again for eTrack Settings to take effect.The column Days Outstanding has been renamed to Days Overdue and the calculation now uses Due Date (previously used Invoice Date).
944.2	Issue	E#833	Invoices	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.	Select Setup/eTrack SettingsFind [Xero] sectionEnter: Reference=ProjectNumberNote you can if you wish have Reference=ProjectNumber,PONumberIf only ProjectNumber is specified it will just export the actual project numberIf Reference=ProjectNumber,PONumbe, then this is exported for example:Project Number: 150158, PO Number: DNF#455The order for both is always Project Number followed by PO Number regardless of the order they are specified in the Reference setting.
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.
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.
940.3	Change	E279	Invoices	The font of the Invoice Note in the Invoices tab has been changed to Courier New.	This is a fixed font and allows the user to preview the spacing that will print on the Invoice when fixed fonts are set in the Invoice Template. The formatting toolbar of the Invoice Note has been removed since it was always saved as plain text.
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.	Currently the Invoice Number is generated in the Invoices tab when an Invoice is Printed or Exported (provided an invoice number hasn\'t been manually entered). You now have the option for Invoice Number to be generated at invoice creation without having to print or export. This Invoice Number can be edited until the invoice is printed or exported after which the invoice is locked, as now. If < project >.N numbering is used then when deleted, the same number will be reused.If global numbering is used then then when deleted, the same number will be skipped but it can be reused by changing Next Invoice Number in Settings.To set on expand Setup in the tree and double click eTrack Settings. Scroll down to find [Options] and add a new row: AlwaysCreateInvoiceNo=1Click Save and then click another item in the tree. Logout and in again for the change to take effect.
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).	Invoices can be sorted by clicking the relevant column header or via right-click > Sort > Ascending/Descending. Note that a ‘string’ sort is performed so does not apply to currency or integer values. Auto sort is disabled by default. It can be enabled by adding this line to eTrack Settings under [Options] where x is the column position eg: Invoice Date column is 11. InvoiceSheetSortColumn=x The default order is Descending (newest to oldest) and can be changed to Ascending by adding this line to eTrack Settings under [Options] InvoiceSheetSortDescending=0 The Sort Column is the column number counting from the left in the Invoice tab starting at 0. Click Save and then click another item in the tree. Logout and in again for the change to take effect.
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.	Filter selections in Invoices tab only load once the Apply button is selected, if you change a filter selection invoices will load only when you want them to by clicking the Apply button. This is implemented with a Type Setting in Settings (cog icon) > Types tab > selecting Project/Job on the left-hand side and checking it #52.
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.
928.6	Issue	B#614	Invoices	Fixed issue where Past Invoice amount on printed/previewed invoice was excluding amounts from invoices with no invoice#.
921.29	Issue	GE20	Invoices	When POValueParent=Stage under [Options] in eTrack Settings, the PO# field in the invoices screen has a dropdown that displays all PO# values from stages on that project
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.
921.01	Issue	EC#5754	Invoices	Invoices can now be deleted successfully
919.04	Issue	EC#5448	Invoices	Invoice Selection Dialog improvements	Issue arising from clicking in the white space below the task and expense table in the Invoice Selection Dialog when creating a new invoice has been resolved. When creating an invoice for a Fixed Price work item that has no tasks, eTrack will automatically hide the option to select items to invoice.
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.
919.04	Issue	EC#5640	Invoices	Manually entered invoice numbers now save correctly and are persistent.
919	Issue	EC#5345	Invoices	The Invoice report now correctly includes the GST amount for the Total (Inc. GST) column.
918.14	Issue	EC#5588	Invoices	Issue when printing invoices is now resolved, invoicing and invoices templates now working properly.
918	New Feature	ESR1234A9	Invoices	On the Invoice Note dialog is a Last Note button to import the invoice note from the previous invoice. It only appears if invoice numbering is project numbering and there are past invoices.
914.08	Issue	EC#5305	Invoices	Text now wraps for addresses in invoice templates
913.10	Issue	EC#5068	Invoices	Printed Invoices will only display items that have Type permission 86 Can Create Invoice Entry set
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.
912.01	Issue	9116ag.2	Invoices	Fixed Paid Write Off column so it is editable after printing an invoice.
860.3	Issue	EC#5225	Invoices	Fixed an issue that caused errors when trying to delete an invoice entry for a deleted invoice on fixed price work.
860.1	Change	EC#5181E	Invoices	In the Export to MYOB populate Category from an Information Item called MYOB Category on the Project.
856.8	Change	EC#5006	Invoices	The Import Comments function on the invoice notes dialog will now also include all timesheet comments for the fixed price stages linked to the invoice.
854.5	Change	none	Invoices	Added new tags for use in custom invoice templates.
853.0	Issue	EC#5081	Invoices	Fixed issue where printed invoices on fixed price work were missing data if printed after logging out and in again.
851.2	Issue	SVT#618	Invoices	Corrected Totals after applying a filter (via right-click menu) to the list of invoices.
850.28	Issue	EC#4991	Invoices	Fixed issue with credit invoices In engineering configurations where a negative invoice caused previously invoiced expenses to have their \\\'invoiced\\\' flag reset.
849.25	Issue	EC#4941	Invoices	Fixed the Invoices Not Paid filter on Invoices tab.
849	Change	GB#66	Invoices	The PO# field on the Invoices tab is now a dropdown listing PO#s if an Information Item of type PO# exists. This usually applies to Engineering databases where Scope Changes are configured. If none exist the field remains as an editable field.
840.12	Issue	EC#4801	Invoices	Fixed issue where invoice numbers were not being corrected generated in sequence.
838.9	Issue	EC#4709	Invoices	Fixed issue where Fixed Price invoices were not being picked up in the Export to Accounting Package when AccountsExportOption=4
838.6	Issue	EC#4674	Invoices	Invoices tab: various issues resolved.	Added \'Clear Date\' option to right-click menu so Date Paid can be deleted. If a row is edited when the grid is filtered, changes are correctly applied. Changes to Payment Details are saved automatically. If a filter is applied and then a row is edited, fixed so \'apply filter\' refreshes the results.
838.33	Change	EC#4757	Invoices	Clients that are couples or individuals are now properly catered for in the invoice export.	For couples, on the Company/Couple Details screen tick the new checkbox ‘Is a Couple’. Then create individual contacts for each person and set one of these as the Billing Contact. The invoice export will take the first name, last name and (street) address of the Billing Contact. For individuals the export has been fixed to export name and address correctly.
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.
838.17	Change	S087b	Invoices	Invoices tab improvements with All checkbox, Invoice Template dropdown and export dialog.	The list of invoice templates in the Template dropdown is now refreshed to reflect what is on the server (rather than listing templates previously used as this caused an error on print if the previously used template had since been deleted). Fixed ‘all’ checkbox so that a single click selects / unselects all invoices. Remove reference to ‘MYOB’ on the export dialog since export is compatible with multiple accounting packages.
837.44	Issue	EC#4671	Invoices	Allow Date Paid and Paid$ to be entered on invoices with \"exported\" status (in addition to \"printed\" status).
837.28	Issue	EC#4655	Invoices	Properly itemise expenses on the printed invoice when there are multiple entries of the same expense type.
834.04	Change	EC#4589	Invoices	On Invoices tab, Discount $ has been renamed to Paid Write off $. Use this to record amounts such as $ not paid (bad debt), rounding or discrepancies due to currency conversions etc
834.04	New Feature	EC#4539	Invoices	New option to export invoices to MYOB. Manual step is required (see Description).	1. New Lookup Tax Codes with items GST, FRE, EXP and N-T 2. New info item Tax Code on Contacts (both Company and Individual contacts) linked to the Tax Code lookup. All existing and new Contacts have Tax Code set to GST by default. 3. Tax Code field on Expenses (Disbursements/Sub-Consultants) linked to the Tax Code lookup. All existing expenses have Tax Code set to GST for standard expenses or FRE for gst-exempt expenses. New expenses have no Tax Code and must be set by the user. 4. MANUAL STEP: Go to eTrack Settings in the tree On the Settings Details tab scroll down to the ACCOUNTING PACKAGE section and make sure the following option is set so it looks like AccountsExportOption=4 This option means the export will use the tax code from the client info item.
833.02	Change	EC#4452	Invoices	On the Invoices tab, each column that displays $ values now has a Total shown.
833	New Feature	EC#4469	Invoices	Created new #TAGS that allow both fixed and hourly stages to be printed with details on the same invoice.
823.26	Change	EC#4003	Invoices	Invoice To Date calculation	Previously eTrack calculated the $Invoice To Date value (on the Project > Budget tab in the Price Structure table) when an invoice was printed. In the interim between creating and printing invoices this value did not match the total $Invoice on the Account Sheet. Now the $Invoice To Date value is calculated at the time the Invoice is created. Should you wish to maintain the old functionality add this to eTrack settings under [Options] InvoiceToDateCalc=1 With this setting only invoices with Invoice Status of ‘Printed’, ‘Exported’ or ‘Printed and Exported’ will be included in the $Invoice To Date value. A new hint on the $Invoice To Date column says which invoices are included based on the Option.
823.17	Issue	EC#4286	Invoices	Fixed issue where Date Paid and Paid $ on an invoice row became read only after printing invoice
823.17	Issue	EC#4826	Invoices	Fixed issue where Date Paid and Paid $ became read only after printing invoice
822.01	Change	none	Invoices	Invoice Date	On Invoices tab, Date To Invoice / Date Printed column has been renamed Invoice Date, date defaults to invoice entry from Account Sheet (if multiple invoice entries with different dates then newest date is used and all invoice entries are set to that date), date can be edited but not cleared (Clear Date removed from right-click menu), printing an invoice does not change the Invoice Date.
822.01	Issue	EC#3949	Invoices	Invoice date in Account Sheet reflects changes made in Invoices tab	When the Invoice Date of an invoice is changed on the Invoices tab, the new date is reflected against all of the invoice entries in the Account Sheet that apply to that invoice.
822.01	New Feature	EC#4048	Invoices	Invoice Print Preview	The Print Preview feature allows you to see the invoice in the selected Invoice template without triggering any of the actions that printing an invoice does ie: generating an invoice number, changing Invoice Status or updating the Invoice To Date $ value. On the Invoices tab, right click on an invoice and select Print Preview from the popup menu.
822.01	New Feature	none	Invoices	Invoice Status	A new column has been added to the Invoices tab called Invoice Status. When an invoice is created Invoice Status will default to ‘Approved’. Invoices cannot be printed or exported when the Invoice Status is ‘Not Approved’. You can manually change the status from ‘Approved’ to ‘Not Approved’ however should you wish new invoices to default to ‘Not Approved’ please add this to eTrack settings under [Options] DefaultInvoiceStatus=0 The Invoice Status will automatically change as follows: • ‘Printed’ when the invoice is printed • ‘Exported’ when the invoice is exported • ‘Printed and Exported’ when the invoice has been both exported and printed (in either order) After an invoice has been printed the status cannot be manually changed. After an invoice has been exported the status cannot be manually changed however if you clear the batch number the status will return to ‘Approved’. NOTE: All existing Invoices will have a status of ‘Approved’ even though they may have been already printed and/or exported.
819	Issue	EC#4167	Invoices	Stages are now printed on the invoice in the same order as they appear in the tree.