Release	Type	Reference	Area	Summary	Description
849.10	Change	EC#4883	Accounts	Adjustments reinstated to Accounts sheet for Architect database configurations.	Adjustment feature has been reinstated and the rules tightened. Adjustments are available in Architect database configurations only. The Adjust$ column is visible in the Accounts sheet when the [option] ShowAdjustment=1 exists in eTrack Settings. Adjustments can be entered by users who have write access to the Accounts Sheet AND write access to the Adjust$ column as per security groups permissions 38 and 159. This can be set up by an Admin user. A New Adjustment entry is allowed on any Type where a new Invoice entry is allowed as per Type Setting 86 but is limited to Time-Based work – Fixed Price / % work can simply have the Price edited. To add an Adjustment right-click on the work item, select Add New Adjustment entry then enter an amount in Adjust$ column. The Adjustment amount increases WIP so you can bill more than the work done to date. Whilst not invoiced the amount can be edited or the entry deleted via Reverse Adjustment option on the right-click menu. Once an Adjustment has been fully or partially taken up in an invoice, its status will change to \\\'invoiced\\\' and it cannot be edited or reversed. Note that Adjustments do not appear as line items on printed invoices – the amount is simply included in the invoice total. We suggest adding an invoice note eg: This invoice includes an Adjustment of $x. If the purpose of the Adjustment is to bill in advance (rather than simply billing extra) then the process would be to write-off WIP, up to the value of the Adjustments, from labour that is subsequently booked to timesheets.
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.
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.
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.
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.
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.
848.5	New Feature	EC#4898	Utilities	Renamed eTrackScheduler.exe to eTrackTasks.exe and enhanced its functionality to replace eTrackAlarmService.	eTrackTasks is an application to run nominated tasks at scheduled times. To set it up, run eTrackConsole.exe and click Schedule. Select which tasks to run: Update and Optimize Schedules (ETC Update and Update Resource Plans utilities) / Create Folders and Documents linked to files on file server (Document Link Utility) / Backup Database. Then schedule the application to run via Windows Task Scheduler. When launched the application will run the selected tasks sequentially waiting for one to complete before running the next. Refer User Guide for more information. Note: the Doc Link Utility requires a schedule.dat file to specify the tree location where it should run - please contact support for more details.
848.4	Change	EC#4788	General	Added Refresh button to custom register tabs so user can update to reflect changes made.	This is an interim solution to address an issue where a register does not update when an entry is deleted - the entry is deleted from the database and the tree refreshes but the custom tab requires the underlying report to be re-run. An auto-refresh will be implemented in a future release.
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.	The register can be customised for your own CRM purposes by adding Information Items to Company and Individual contact templates and updating the register report to link to these new fields. Please contact eTrack Support for instructions.
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.	This feature allows you to pre-define your tasks so users can select from a list. To limit users to only selecting from the list you can tick Permission #201 Restrict Editing of Task Name, for each Security Group that will disable the Insert After option and not allow editing of the task field. The list of Tasks is defined under Setup\\eTrack Setttings\\has Lookups\\Planning Tasks
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).
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.
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.
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.	To create a new RFI from an email, click New RFI button - eTrack will create a new RFI entry in the construction of the referenced project, including details from the email and attachments. To update an existing RFI, click Add to RFI - eTrack will save the attachments to the selected RFI. After New or Add the RFI is added as a reference to the email and the email is Filed. On the RFI Details tab a new View Emails button will take you to the Email Reference tab to view all emails referenced to the RFI.
846.26	Change	E198	Email	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.	Various fields now have copy/paste/cut options via the right-click menu. On Checklist tabs the entire Task text can be copied or pasted using Copy Text and Paste Text options. Some fields (those with a yellow background) such as on the Company Details and Person Details tabs are not compatible with this function.
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	To use this feature: 1. Expand Setup/eTrack Settings/has Lookups/Category/has Lookup Values/Project/has Lookup Values 2. For each Status (every status must have a prefix) add a Prefix followed by a colon to the start of the Name eg Q:Quote, HOLD:Pending 3. Go to Tools>Type Settings, select Project from the list of Types then set the Number Prefix field to be the same as the Prefix (no colon) of the default status when a new project is created ie the Status associated with the Project Group in Place New Item Under field. How it works: When project status is changed to 'Quote', the project number will be Q1234 Note: the colon does not appear, if you want the format to be Q:1234 then add two colons eg: Q::Quote.
846.22	Change	E116	Email	Added BCC function to new emails.
846.22	Change	E199	Email	Added ability to add a reference to multiple emails at once via the right-click menu or new Add Reference button in the main toolbar.
846.22	Issue	E154	Email	Fixed Reply All so it also includes the original sender in the list of contacts.
846.22	Issue	E195	Email	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.
846.20	Change	D174	Utilities	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.
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.
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.
846.20	Issue	D177	Documents	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.
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.	When a new project folder is created on the file server to link to a project in eTrack, the project folder is named Project #Project Name by default. If project names are very long you can opt for project folders to be named Project #Acronym by adding this line to eTrack Settings under [options]: FileManagementUseAcronym=1
846.18	Issue	D137	Documents	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).
846.12	Change	GB#75	Timesheets	Increase column width of Task and Rate columns on the Timesheet tab in Engineering databases.
846.12	Issue	E191	Email	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	Email	Improved performance of filing emails.
846.12	New Feature	GB#80	Expenses/Disbursements	New option so checkbox for \'Entry Includes GST\' defaults to ticked.	When adding new Actual expenses the \'Entry Includes GST\' checkbox defaults to not ticked to indicate the charge amount is GST-exclusive. To make it default to ticked (ie: charge amount is GST-inclusive) add this line to eTrack Settings under [options]: DefaultExpenseEntryIncludesGST=1
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.	If you want to save backups (in Word format) of embedded documents, add this line to eTrack Settings under [options] SaveBackupOfEmbeddedDocuments=1
845.4	New Feature	E170	Scheduler Application	A new application eTrackScheduler developed to sync emails in the background and / or run scheduled tasks.	The eTrackScheduler application is installed on the server and has two modes of operation. (1) If you have Built-In Email enabled, whenever eTrack needs to sync your emails it will activate the Scheduler application to execute the sync in the background so that you can continue to use eTrack at the same time. Without the Scheduler application, eTrack will still sync your emails however whilst eTrack is running the sync it is locked to that task and cannot be used – this will have the appearance of eTrack ‘freezing’ and you may think it has stopped working. Refer to the Built-In Email Guide for more details. (2) If you need to run certain events on a regular basis, such as nightly or weekly, the Scheduler application can be launched manually on the server to run these events at scheduled times as defined in a file called Schedule.dat. Currently the Scheduler is able to run the ETC Update and Document Link Utility. Refer to the Admin Guide for more details.
845.2	Change	EC#4823	Accounts	New rules for Write Off to ensure correct calculation of WIP.	The Write Off column in the Accounts tab will only accept positive values. For time-based stages, write-off can be entered at the Stage, Person, Date (hours) and Expense rows. When entered at Stage or Person levels the amount is distributed to Date and Expense rows below. Once an Date / Expense row has an amount written off the Status becomes ‘invoiced’ which makes the items read only in the Timesheet / Expenses tab. For Fixed Price stages only expenses can be written off, to alter WIP edit the Price.
844	New Feature	EC#4736	Documents	A new feature to record Transmittals has been added to Projects.	Transmittals can be recorded on the new Transmittals subtab on a Project. Add contacts and documents by dragging from the tree or using the Add buttons. Click Add Transmittal to add a new Transmittal entry then select the date, type and delivery method. For each document in the transmittal specify the version number and for each contact specify the number of copies sent.
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.
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.
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.
842.0	Issue	EC#4815	Expenses/Disbursements	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.
841.1	Change	S092	Accounts	The types under which Invoice Entries in the Accounts tab can be created is now controlled by Type Settings.	The default types are Stage, Phase, Opportunity, Disbursements, Sub-Consultants and Variations. If you are using different terminology or wish to create Invoice Entries under a different Type please select Tools>Type Settings, select the Type on the left and tick permission #86 Allow Invoice Entries in Accounts under Type. It is important that invoice entries are only created at the same level - if invoice entries exist at multiple levels, for instance at both the project and stage level, this will result in an incorrect WIP calculation and invalidate the Accounts on the project..
841.1	Issue	EC#4723	Planning Tasks (engineers)	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.	This applies to the Project Budget tab (Price structure table) and Stage Details tab (Cost Structure section). If you would like to use the old formula ie: Price = % of Contract * [Contract Fee - sum (lump sum Prices)] add this line to eTrack Settings under [Options] PercentofContractCalc=1
840.6	Change	EC#4501	Documents	Document Link Utility changed so it does not create duplicate project folders.	The Document Link Utility has always matched on Project Number only ie: it links documents to projects where a folder name in the Document Path contains a Project Number in eTrack. Previously it also created a folder in the Document Path named Project# ProjectName if one did not exist. This last step has been removed.
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)
840.6	Issue	EC#4600	Security	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.
840.5	Issue	EC#4780	General	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.
840.14	Change	D146	Documents	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.
840.12	Issue	EC#4801	Invoices	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.
840.11	Change	ESR1197A.3	Contacts	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
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.
838.5	Issue	EC#4578	Security	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.
838.4	New Feature	EC#4690	Documents	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.	Portrait/Landscape and Paper Size can be changed in Custom Reports in the ‘Preview’ subtab. Buttons for Portrait/Landscape and a Papersize dropdown are near the zoom at the bottom. They can also be changed in the ‘Print Setup’ dialog.
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).
838.33	Change	D136	Documents	Documents tab will now list documents for the selected tree item only.	Previously the Documents tab listed all documents for the selected tree item plus all documents for its child items that was slow to load. Now each child item eg:stage is also listed and can be double-clicked to expand down to it\'s document list .
838.33	Change	EC#4722	Accounts	Adjustments column (to Bill in Advance) removed from Accounts sheet.	The functionality to increase WIP via an adjustment (Adjust$ column) has been removed. To Bill in Advance for time-based work: go to the Disbursements subtab on the stage (or Disbursements stage in the tree), click Add Disbursement, select the item called Adjustment and set the Actual Charge to the amount you want to bill in advance. Once the work has actually been done, you can write off the new charges via the Write Off column in the Accounts tab.
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.
838.33	Issue	D134	Documents	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.
838.28	Change	S070	Timesheets	Timesheet tab layout improvements	1. Added TODAY button for quick return to the current week. 2. Book To column widened. 3. Removed \"hint\" text and extra Activity dropdown field.
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.
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.
838.17	Change	EC#4285	General	New Help links.	The Help menu now has 3 new options: 1. Help Guides 2. FAQ 3. Release Notes Each will take you to the relevant page of the eTrack website. You will be prompted for a username and password that are both: dolphin42 Links to the old Help files have been removed. If you have old versions of eTrack Help files on your local machine or server, these can be deleted.
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.
838.12	Issue	EC#4714	Project Details	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.	The current behaviour to link to all file types in the Doc Path will remain the default. To apply a filter, enter one of the following under [options] in eTrack Settings and edit the extension list as required (minimum of one extension is required). Note the ‘;’ between each extension: DocumentLinkExcludeList=.exe;.dll;.jpg DocumentLinkIncludeList=.doc;.pdf;.xls;.docx If both options exist, only the Include option is applied. Note that ALL Folders in the Doc Path are linked to. If the folder on the server only contains excluded files, the linked folder in eTrack will be empty.
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.
838.10	New Feature	S088	Contract Administration	Improved the integration between the Construction stage and Project>Budget tab.	1. Added ‘open’ buttons on the Project Budget tab for easy navigation to Sum Adjust and Progress Claims registers. 2. Added warning for user to visit the Project Budget tab after saving Sum Adjusts and Progress Claims to refresh Contract Fee and % Based stage Prices. This is required to provide the latest data to Reports and Invoicing.
838	Change	EC#4559	Reports	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).
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.	"To enable this feature go to each security group and tick permission #200 "Allow Access to Do Not Invoice". To use this feature, right-click on a timesheet cell and tick the Do Not Invoice option - the time booked will appear pink to indicate the charge rate has been set to $0. In the Accounts sheet any timesheet cell flagged as 'do not invoice' will not appear. LIMITATION: in the Accounts Sheet, Actual Hours includes ALL hours booked regardless of the 'do not invoice' flag."
837.28	Issue	EC#4655	Invoices	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.	Write access to various subtabs on stages is protected from the User security group. This setting allows users to edit the Timesheet Activities subtab while still maintaining the appropriate level of access for other areas. To enable go to User Security Group Settings and tick permission #199 Allow Timesheet Activity Editing.
837.19	New Feature	EC#4596	Accounts	Allow a project to be invoiced in another currency.	"eTrack allows projects to be tracked in other currencies but invoicing is done in the default currency. A new option allows for invoicing in the project currency. To enable this add the following setting to eTrack Settings under [options] DoNotConvertCurrencyInAccounts=1 When this setting is 1, the project will not be converted to the default currency when loaded in the Accounts tab."
837.12	Issue	EC#4630	Checklists	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.
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.
834.13	Issue	EC#4556	Documents	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.
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	Issue	EC#4438	File Management	Stripped invalid characters from file path when creating folders on the server.	When saving folders/documents the file path on the server is a direct match to the tree path. eTrack allows special characters to be included in tree item names but these are not allowed by Windows so the folder creation fails in this case. Stripping the invalid character maintains naming flexibility while resolving this issue.
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.
834.04	Issue	EC#4554	Documents	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.
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.
834.04	New Feature	EC#4540	Timesheets	Added feature to rollout out new timesheet activities from a template.	"To add new timesheet activities to all existing projects based on a template: 1. Expand the tree to Project Templates and add the timesheet activities. 2. Right click and select Rollout... 3. Choose the options that you require and click Continue. 4. Press F5 refresh."
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.
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.
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).	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). If you change either rate, upon leaving the field you will be prompted if you want to update the assignee rates. You will be given this option whether or not the Always Use rate checkbox is ticked.
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.
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.
833.02	Change	EC#4452	Invoices	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
833	Issue	EC#3637	Expenses/Disbursements	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.
833	Issue	EC#4466	General	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.
832.09	Issue	EC#4482	Timesheets	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
832.06	Change	none	Contract Adminstration	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.
832.06	Change	none	Contract Adminstration	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.
832.06	Change	none	Documents	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.
832.06	Change	none	Documents	Improved quality of images in documents on screen and in exported formats.
832.06	Change	none	Documents	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.
832.06	Issue	none	Documents	Fixed formulas in documents so they work when the formula references cells that have inserted fields.
832.06	Issue	none	Documents	Fixed so are saved in headers/footers when using keyboard tab key.
832.06	Issue	none	Documents	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.	The Contact List is not linked to any contact group in the tree. Instead it is linked to the list of contacts associated to the project. On the Project Details tab drag any contacts from the tree to the Contacts list.
832	Change	EC#3760	Contacts	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.
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.
823.58	Issue	EC#4379	Contacts	Fixed issue where eTrack stopped responding when users tried to add contacts.
823.53	Change	EC#4364	Timesheets	Improved usability of Timesheet Activity dropdown.	1. Removed [ ] when no Number field is set up. 2. Focus jumps to the first matching item in list when user types. 3. Dropdown resizes to show more items without scrolling.
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.
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.
823.26	Change	EC#4305	Reports	Allow user to enter a date range when running a report for 'whole of office'	Previously when a report was run from the top main menu (for whole of office) it used the default date range (current financial year). To make a report run for a user specified date range, tick Date Range on the Report Details Permissions tab. When the report is run the Gallery will be displayed allowing the user to enter a date range.
823.26	Issue	EC#3751	General	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	The Activity/Time report and Budget report search criteria dialog have Cost Rate as an option. This option is now read only when the user is in a security group where permission #50 Access Labour Costs is OFF.
823.26	Issue	EC#4016	Accounts	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
823.17	Issue	EC#4826	Invoices	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.
823.02	Issue	EC#3638	Expenses/Disbursements	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
822.16	Change	EC#4236	Notes	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	On the Project Details tab and Stage Details > Progress Notes subtab, the Add Note dialog allows you to enter a note of any type (previously only notes of type ‘progress’ could be entered). Additionally the displayed list of notes can be filtered by note type. It will default to ‘Progress’ after login.
822.09	Change	none	General	Date Types	Many Date-type fields throughout eTrack have been changed so that dates can now only be selected from the calendar control and not typed directly into the field. Click or double-click in the field to display the calendar.
822.09	Issue	EC#3908	General	Improved the functioning of Information Item date fields	The values in Information Items fields that are date types do not change when the user clicks in the field. Users without write access to information items cannot edit the value of dates. The ‘clear’ option on the right-click menu works correctly. Date fields have been changed so that dates can now only be selected from the calendar control and not typed directly into the field. Click or double-click in the field to display the calendar.
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.	PRE-FILTER Added Additional Criteria fields to the Report Gallery search criteria so you can pre-define the filtering of the report results before running the report. The ‘column’ dropdown lists the report columns that can be selected for filtering, including information items. Select a column then select an ‘operation’ and a ‘value’. For date ranges, you must define the start date in one operation followed by the end date in the next operation. Pre-filtering can result in significant speed-ups when running reports. Limitation: A context specific list of values (for the Value picklist) cannot be determined prior to running the report. The reason is that a database field may be used for different Types and thus appear on multiple screens throughout eTrack. Note that a field is not identified by its label on the screen but the underlying definition in the code. In some cases the field is used widely and the picklist is very large as it will contain all possible values across all applications of the field. You are not restricted to selecting an item from the picklist - the field is editable so you can type the value you wish to search for, however it must be an exact match to be found. SAVE CRITERIA The Save Criteria button allows an administrator to set additional criteria for the report so that when other users login these are the default. The other users can run the report using different criteria if they wish but they cannot save new defaults. If a user changes the criteria when they logout and in again the saved criteria will display again. Any administrator who logins and removes the additional criteria will be prompted if they want to make these the new defaults. Save Criteria button is controlled by security group permission #22 Access to Report Writer (usually on for Admin only).
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	Issue	EC#4251	Schedule	Resolution for Actuals not being displayed in Schedule	In previous releases, when ticking the checkbox in the Schedule Options to display Actuals, a refresh was done but Actual values were not being loaded from the database. This was a bug introduced due to the reversing of a flag that was not changed in one place in the code. There was a work around: tick to include Actuals in the Schedule Open dialog. If Actuals had previously been loaded in the session such as by looking at a timesheet or running a report, then they would be displayed, which explains why it appears intermittent.
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.
820.03	Change	EC#4126	General	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.
819.01	Issue	EC#4138	General	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
819	Issue	EC#4012	Security	Enable type setting control of new and delete for construction registers	The New and Delete buttons on RFI, Sum Adjust etc subtabs of a constuction are now enabled/disabled via Type Settings. 1. Go to Type Settings from the main menu. 2. Select RFI from the list on the left. 3. To allow users to create new RFIs untick #7 New Protected. To allow users to delete existing RFIs untick #4 Delete Protected. 4. Repeat for each register type: Adjustment of Time, Contract Instruction, Contract Sum Adjust, Defect, Insurance, Progress Claim, Progress Payment Certificate, Progress Report By default, #4 is ticked and #7 is unticked ie: users can create new but not delete.
819	Issue	EC#4150	Documents	After saving a document, tabs entered using the TAB key are preserved.	Any tab entered via the TAB key into an embedded document in the eTrack editor are now preserved when saving. This corrects the error where where replaced by spaces upon saving. LIMITATION: tab markers are not preserved (any tab markers entered are lost when saving the document). Please use multiple keystrokes of the TAB key as required.
819	Issue	EC#4167	Invoices	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.
817.03	Issue	EC#4031	Timesheets	ETC reduction corrected where ETC is set at a stage level.	ETC now reduces correctly in the case where no people are assigned and  ETC is set for the stage in the budget grid, then time is booked and user goes to stage details tab. This fixes the error where ETC became 0 when switching screens after time was booked.
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	corrected the processing for increasing ETC when user reduces/deletes time booked to a stage that has 0 ETC
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.
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.
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.	ETC now reduces correctly in the case where people book time to a stage before ETC is defined for them, then ETC added and more time booked. Also in the case where time is booked to a stage, then the ETC is increased and more time booked.
816.19	Issue	EC#3787	Notes	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	The Activity /Time report output now groups disbursements and timesheet data together for each project. Previously disbursements were listed separately at the end of the report.
816.14	Issue	EC#3946	General	Items in Assign To table on Stage Details visible when using resolution with height of 768	Adjusted display so that when using a resolution with height of 768, if there is more than 1 person in the assign to table on Stage Details, the entries are not hidden by the horizontal scrollbar that appears. Note: minimum resolution supported is 1024x768.
816.05	Issue	EC#3972	Timesheets	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.
812.15	Issue	EC#3663	Project Details	Correct expenses displayed in Budget	On the Project Budget tab, the Price Structure table has been corrected to display Planned Project Expenses.  It was incorrectly displaying Actual Project Expenses, however the Totals were correct.