Release Type Reference Area Summary Description
965.44 New Feature E#712 Email Added support for proxy addresses. If the user has multiple custom email addresses, those listed are excluded from Reply-All so replies are not sent back to themselves. Enter the email addresses, separated by a comma, no spaces. Additionally, tick the ‘Replace from Address’ checkbox to use the first listed proxy address as the sender address instead of the email address of the Outgoing account configured in eTrack.
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.
962.4 Issue E#1064 Email 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.
962.10 Change E#686 Email Several email enhancements in relation to attachments. • Double-click to open attachment • Drag/drop attachment to tree item to \'file under\' • File All Under – new menu option, displays Find, auto-runs for the ref# if one exists on the email. User can select a tree item to save attachments that have not already been saved. • Drag/drop file from File Explorer to new email message dialog to attach it • On a new email, if a project reference has already been added, then Add Attachment (attach tab) will open to the project folder linked to that project. • Drag/drop manually entered email address to a company or contract group and eTrack auto creates the contact, prompting the user to enter name • An email message will indicate if has been replied to or forwarded, by who and when and includes a link to the email
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.
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. The default behaviour is not to auto assign staff who have worked on the project. In the Schedule these staff are listed with a clock symbol to indicate they are have time but are not assignees. To enable auto assigning, add this setting to eTrack Settings under [options] AutoAssignBookedPeopleInSchedule=1 When staff are assigned, whether manually or via the Schedule, the Plan Hours from the Budget table are allocated to the first assignee.
959.3 Issue E#1535 Reports Improved the way report Filters work. There is now only one button being Save or Delete depending on what applies to the selected filter. Saving a filter keeps it in the filter list for future use. Deleting a filter removes it from the saved list. The dropdown list contains saved filters plus filters used during the session that are not saved. Select any filter to apply it. The Remove button has been removed - to clear the filter choose \'no filter\'.
958.6 Change E#1422 Schedule Various changes to viewing and saving the Schedule 1. A Schedule is automatically saved when ever a new schedule is loaded so there is no need to click Save>ETC prior to switching. 2. The My Work view now only shows Stages with ETC in the visible range of the Schedule. This is consistent with the Resource View and more usable. 3. In the Resource View when My Work is displayed, you can now right click and select ‘Open Parent Project’ and this displays the whole project in the Schedule view at the bottom. 4. Save>ETC now saves without prompting for confirmation. 5. Show Actual in the Resource View now defaults the dates to 30 days earlier and 7 days in the future.
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.
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.
958.46 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.
958.46 Issue E#1519 Notes Fixed error that occurred in Notes when pressing in the editor box when no note is selected in the list above.
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\'.
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.
958.31 Issue E#1445 General When there is a connection failure eTrack will now open a new connection and close the failed connection rather than attempting to reconnect with the same connection. Also disabled logging of various events for diagnostics purposes as that was generating errors.
958.3 Change E#1419 Accounts Various changes to Accounts filters to fix specific issues and improve usability. a) Stage write off is recalculated when a filter is applied. This fixes the issue of when a date filter was applied, write offs on the filtered out timesheets were still included in the stage total which led to an incorrect To Bill amount.b) If the date filter is enabled when new Project is loaded in Accounts, it is turned off, the project is loaded and then the date filter is turned back on again. Any other filters that were enabled are reset to defaults.c) View is refreshed when date filter is changed to another date. This wasn’t happening unless the checkbox was unticked and ticked again.d) Relationship dropdown excludes any for which the items are not configured to display in Accounts.
958.3 Issue E#1382 Email 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).
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). .
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
958.20 Change E#1566 Email Created a new setting (add under [Options] in eTrack Settings) NewEmailPreText=\'xxx\' that puts the specified text at the start of the Subject for every new email.
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.
958.15 Issue E#1126 Documents 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.
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.
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 :
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.
957.1 Change E#1403 Email Send sync now has a setting to auto file emails that is separate to the auto file inbox setting. To enable sync and file of sent emails for all staff please contact eTrack Support for a script.
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. Prebill and fixed Adjustment features are available in Arch database configurations and can be created on work where invoices can be created and fee type is time-based. Prebill requires this line in eTrack Settings under [options] Prebill=1 and security group setting #38 write access to account sheet. Fixed Adjustments requires security group settings #38 and #159 write access to adjustment column. Previously fixed Adjustments were created by right-click > new adjustment and entering an Adjustment$ then including that in the Invoice$. It was possible to invoice a partial amount and no way to delete the remainder. Now the user can simply enter an Invoice$ greater than To Bill. If neither feature is enabled then eTrack will reset Invoice$ to the To Bill amount. If either or both features are enabled then a dialog is shown prompting the user to choose a) to bill b) prebill (if enabled) or c) adjustment (if enabled). eTrack will create the Prebill or fixed Adjustment entry selected and set the Adjustment$ to Invoice$ minus To Bill. Prebill adjustments are offset by future labour charges and fixed Adjustments are not offset. Both are automatically deleted when the invoice entry they are linked to is deleted. To show the total adjustment amount in an invoice use ##invoice#adjustment
957 Issue E#378 Tree 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. 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.
956.0 Issue E#672 Budget Fixed issues with contract fee and %based stage price calculations. Also disabled the old %based stage price formula. The setting [Options] PercentofContractCalc has been disabled which means the old formula is no longer in use: Price = (Contract Fee - sum Fixed Stage Fees) x % of Contract Now %based stages always use this formula: Price = Contract Fee x % of Contract
955.2 Change E#1391 Reports Improved grouping functionality including the ability to collapse on tab reports (previously only available in the Gallery). Reports (both Gallery and tab reports) can be grouped to multiple levels with correct totals being displayed for each level. Right click on any field in any column and select Group By … to group by that item. Repeat for multiple Groups. Right click to Ungroup. The ‘Collapse All’ / ‘Expand All’ button will apply to the lowest level of grouping. This allows one report to be used to show the detail and a summary.
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.
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. Notes are now able to list timesheet comments. To enable this feature add this line to eTrack Settings under [Options] IncludeTimesheetCommentsInProgressNotes=1 This setting adds (and defaults) a new filter \'All + Timesheet Comment\' Timesheet Comments are labelled as such and appear in chronological order with other notes. To improve load times when there a lot of notes add this line to eTrack Settings under [Options] and set n to any number. ProgressNotesLoadSize=n eTrack will load n notes at a time. The user can click the More button to load the next n notes. There is a also a button to \'show all\' notes. The Find (binoculars icon) can be used to search for a text string across all notes.
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.
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.
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.
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.
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.
952.6 Change E#145 Accounts Changed how some of the Accounts filters work. a) \'Show Inactive\' has been renamed \'Show Only Active\' for consistency across other functions. Previously only inactive stages within projects were hidden but now inactive projects are also hidden. It defaults ON so inactive items are hidden; untick to show them. b) All Work button has been removed. Ticking it would show time based stages with no actual charges that were hidden by default. These stages are now always shown unless hidden by another filter.
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.
952.6 Issue E#1349 General figures entered with more than 2 decimal places are now rounded before saving to avoid discrepancies with calculations. Previously if a user entered a figure with more than 2 decimal places it was rounded for display but saved as entered. Calculations performed on saved amounts would then yield figures that were out by a few cents.
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
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.
952.2 Issue Schedule 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. This allows projects to exist on different servers such as in different offices or in arbitary locations. To use please add DLUUseProjectDocPath=1 to Setup/eTrack Settings on its own row under [Options
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.
952.1 Issue E#462 Expenses/Disbursements 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.
952.0 Issue E#1160 Reports 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.
952.0 New Feature E#1290 Reports New Forecasting feature. In Accounts forecast entries can be created to plan future invoices. There are three new Forecast reports to show forecast earnings. There is also a new Win% field on projects and stages to nominate the likelihood of winning the work. Please refer to the Forecast user guide for more details.
951.3 Change E#1200 Email Don\'t enable Tasks unless Email=1 is set
951.3 Issue E#1140 Email Fixed the send email code that was removing inline image data
951.3 Issue E#1141 Email 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 Email Fixed crash on Email File button
951.3 Issue E#1289 Email 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. Fixed a) the first work item in the dropdown could not be selected b) expenses not showing after being added
951.3 Issue E#1296 Email Resolved emails being stuck in outbox
951.3 Issue E#1317 Email Fix for Outlook RTF emails not displaying
951.3 Issue E#1317 Email Update the email body with \"healed\" RTF, so that reply, forward will pickup the corrected format
951.3 New Feature Email Email Sent Box Synchronise eTrack has the option to import Emails in the Sent folder that are not already in eTrack. The selected import rules apply to the Sent Box as well as the Inbox (eg Import All etc) To enable click Accounts button in the Email screen and select Import Rules. Tick the checkbox \"Import Emails in Sent Folder...\"
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)
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
951.0 Issue E#1260 Reports Fixed an error where some disbursement costs and sub-consultant costs were being included in the other total.
950.8 Issue E#920 Email Support for emails that have emails as an attachment. For Outlook they will be .msg files. For the IMAP interface the file name can\'t be determined so they will named \"encapsulated message-\" + Part Index Number + \".eml\"
950.6 Issue E#1114 Documents Fixed various issues with manipulating documents. Fix for errors when moving documents with Revisions. Disabled Cut, Copy and Move To for Document Revisions since Revisions should not be separated from the document. Proper handling of these cases when using right-click > cut and paste • when user tries to move a document to itself • when user tries to move a document to the same location • when document is moved from one location to another then back again Move To will now show an error like Paste if the linked file does not exist and will not move the document.
950.3 Issue E#1114 Documents Disable Cut, Copy and Move To for revisions
950.29 New Feature E#134 Email Send sync has been enabled again. Emails sent in your email program will sync to eTrack Sent folder – this applies to both Outlook and IMAP account types. Emails sent in eTrack will appear in your email program Sent folder for all IMAP mail systems eg Gmail, and for Outlook desktop app but NOT when connecting direct to Office365 using IMAP.
950.28 Issue E#359 Email The print function has been completely replaced. This resolves a) the error that used to occur prior to it being disabled in 947. b) blank preview (there is no longer a preview). c) printed output is truncated bottom of each page.
950.2 Issue E#1114 File Management 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
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.
950.12 Issue E#744 Reports 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 There is a new system user called Service Account that us added with the 949 eTrackconsole upgrade. It appears in the tree under eTrack Settings. When selected in the Tree all the options under My Settings are hidden except for Email. MANUAL STEPS Please configure an email account for the Service Account user. This account will be used for timesheets notifications if the timesheet user does not have an email account. Warning: If the timesheet user does not have an email account and the Service Account email account is also not configured then the timesheet notification will not send (there is no error). Timesheet notifications are not lost though and will all be sent once the Service Account is configured.
948.9 Issue E#790 Expenses/Disbursements Person Expenses tab Enhancements to Expense or Reimbursables tab on a Staff Member: • List updates correctly when start or end date are changed. • Filters are always shown (previously hidden if no expenses to list). • Fixed the total row display glitch when adding a new expense. • Changed so after adding a new expense, the grid scrolls to bottom of the list and select newly added expense.
948.9 New Feature E#737 Expenses/Disbursements Expense Receipt File Types Enhanced this function to allow all document types (previously only image files were allowed). The receipt files are copied to \\Expense Receipts and eTrack links to the copy. Note. This no longer requires [options]ReceiptImages=1.
948.6 New Feature E#1224 Reports New Report Options Changed so that Report Name + Feature are on two separate lines when printing. Also fixed bug in \"Add Header\" part of the Report Writer in which changes weren’t detected. Added Portrait setting to Report Writer, applied to Report Sub Tab. (previously only worked for Gallery reports). Added \"Wrap Headings\" report option to force wrapping of long report headings.
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.
948.5 Issue E#1114 Documents Documents move and copy corrections (including copy revision) Fix for errors when moving documents.Fix for Revision getting created with no file extension. This was happening with documents where Tree name did not have file extension and so the revision file name did not have file extension.Disabled Cut, Copy and Move To for revisions.Proper handling of these cases when using right-click > cut and paste • when user tries to move a document to itself• when user tries to move a document to the same location• when document is moved from one job part to another then back againMove To will now show an error like Paste if the linked file does not exist and will not move the document
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.
948.14 New Feature E#1206 Settings 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.
948.12 Issue E#1012 Transmittals Transmittals Contact Type can now be selected from a dropdown. If the contact is in the project contacts table it will default to what is selected there, if anything. Changed right-click > Add Contact so Find does not auto run. Fixed error when opening transmittal document (cover letter) for editing.
948.12 Issue E#1245 Notes Progress Notes Spellcheck and Editing tools The Tools ribbon is now available in Progress Notes. This includes Spell check whose icon is AB in a Tick on the right of the ribbon. SETUP. To Set up please do the following. a) Logon as anyone (you only need to do this with one person’s login) b) Select any Job and the Details icon. c) Click Add Progress Note bottom right d) Type a nonsense word e) Click Spell Check AB icon in tick to the right of the ribbon. f) Click Options button in dialog that pops up. g) Select Language tab and in Language Settings select English (Australian)
948.12 New Feature E#1245 Notes Progress Notes option to include Timesheet Comments Timesheet comments from all time booked to the selected item and its child items can be displayed in Progress Notes. To enable this feature add this to eTrack Settings under [Options]: IncludeTimesheetCommentsInPogressNotes=1 (Please logout and in again to take effect.) The default filter selection hasn’t change ‘All’ which includes all notes types except timesheet comments. To include timesheet comments use the ‘All + Timesheet Comments’ filter.
948.10 Change E#1048 Utilities Bulk lock of empty timesheet weeks. The \\\'Update Timesheet & Expense Status\\\' utility has been enhanced so that it can lock timesheet weeks that are blank. The \\\'lock\\\' function is controlled by a setting so will only be available to users with access to it.
948.10 Issue E#1048 Timesheets ‘Update Timesheet Status’ utility skips over empty timesheet weeks This utility has been enhanced so that it updates the status / lock for all weeks in the given date range whether or not an entry exists in the Timesheet table of the database. Previously it would only update the weeks for which a table entry has been created (that occurs when that week is opened in the Timesheet). The change allows future timesheets to be locked preventing staff from booking hours until such time that they are unlocked.
948.0 Change E#1098 Tree Improved the way items are deleted. A deleted item is now moved to the bin with its child items still related (previously each item was moved separately); this makes restoring it easier as don\\\'t need to rebuild the structure. If there are any timesheets or expenses, a deletion will not be allowed. Users will need to delete (or move) these first - this is to prevent accidental deletion of active projects.
948.0 Change E#519 Security Increased security of access to items in the tree. Removed Explore from the tree of all users. Only users with security group permission #8 (access to admin settings) have access to Navigation under Settings and menu option \\\'show explore navigator\\\'.
948 Issue E#1098 Utilities Recycle Bin changes When deleting a project eTrack will first check if there are timesheets and / or expenses associated with any work items under it. If none, the project is deleted with its structure preserved (this makes it easier to restore). Otherwise the user is warned that there are timesheets / expenses that are preventing the deletion to proceed. The user must either move the timesheets/expenses to another project or delete them then try again to delete the project. This prevents the problems with reports showing different results depending if Timesheet based or Work Breakdown Structure (ie. ‘Tree’) based.
947.34 New Feature E#1195 Expenses/Disbursements Expense Markup There is a new info item type called ‘expense markup’ that is a % value. When an expense actual cost$ is entered (or calculated using units) on a stage, person or timesheet, if an expense markup field exists (on the item or its custom parent) and the expense is not invoiced then expense actual charge = expense actual cost plus the markup. This does not apply to supplier invoices where expenses have their own markup %.
947.33 Issue E#1164 Accounts Prebill and Adjustment Type displayed. Prebill Adjustments are those created for Time Based work (Not FP) when an Invoice $ greater than the ‘Unbilled Charge (WIP)’ is entered. The Adjustment is automatically decremented as new Time is booked until it reaches $0 when it is removed. This requires [Options]Prebill=1 in eTrack Settings. The Adjustment name in Accounts changes so the user can see what type of adjustment it is: Adjustment Prebill Adjustment DM Adjustment DM Prebill Adjustment
947.25 Issue E#631 Reports 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 Fixed issue when using Classic Print that the last few rows of data were missing. This was happening in reports and Print button in Accounts.
947.24 Change E#111 Notes Enhanced the Notify function on notes. The Notify dialog has been replaced with an Email dialog. Subject is editable and can optionally include the notification date. The email address of the selected recipient is displayed or warning if email address is blank (send is disabled in this case). Time removed from what was previously Notification Date/Time that ensures notifications are not delayed to the next day. Changed Notify button label to Email and restored the button to the Notes tab. This feature is compatible with both local and hosted eTrack (previously only local).
947.24 Issue E#111 Notes Notify button on Progress Notes Enhanced this feature so that it can be used in both hosted and local installations (previously only functional if local). It now utilises the built in Email functionality and is thus only available for databases where the email feature is enabled. Changed the Notify dialog into an Email dialog and renamed the Notify button to Email. The button was missing from the Notes tab and has been put back. A note can be emailed to another user – the email address of the selected recipient is shown as read-only text so the user knows where it will be sent. The notification date defaults to but can be changed to a future date. This date can be appended to the email subject – the checkbox to include date in subject is ticked by default. When a note is emailed to another user, that note is added to the recipients Notes screen on the specified notification date. There was an issue where notes did not get added until the next day and this was fixed (by removing time from notification date/time).
947.20 Issue E#1083 Timesheets Timesheet Robustness Improvements Changes to the process of adding timesheet entries to improve usability and ensure duplicate entries are not created.
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).
947.19 New Feature E#1155 Expenses/Disbursements Bulk Approve Expenses Utility The ‘Approve Timesheets’ utility renamed to ‘Update Timesheet and Expense status’ and has a new option to Approve / Unapprove expenses. This utility now allows one or more of the following actions: a) change timesheet week status; b) change Lock / Unlock button status (for users with access); c) change expenses approved status.
947.15 Issue E#351 Schedule 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 There is a new numbering option that is the format . where next# is sequential starting from 1 for each project. It is particularly useful for documents. To use click Settings, Types, scroll down and select ‘Document’ (for example), then select the Numbering dropdown Details tab.
947 New Feature E#52 General Find dialog has Remember Type selection Added ‘remember selection’ checkbox to remember selected Type for the session (resets to All on next login).
946.4 Issue E#1119 Documents Document Performance improvements General changes to improve performance of the Document tab and the Document Link Utility.
946.1 Issue E#1110 Email Company email field not linked to card Fixed issue where updating the Email field of a contact was not being reflected in the Business Card display.
946 Issue E#519 Security Prevented Explore in tree that could be a security risk The following changes have been made:• removed the \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\
945.31 Issue E#503 Budget Updated the conditions for allowing Price to be edited On stages with expenses \'add to price\' eTrack was capping Price to the whole invoice amount including expenses. This has been corrected to exclude the invoiced expense charge. Price is not capped if there are no invoices or the stage is not \'fixed price\'.
944.9 Issue E#842 Timesheets 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 a) create invoice link on credit note entries so invoice template can print details b) blocked entry of negative invoice$ on ISD
944.5 Change E#855 Reports Changed how the active flag on reports behaves. If a report is inactive then it will not be listed in the reports Gallery. A report tab will run its associated report even if it is inactive. If a report group is inactive then all reports in that group will not be listed in the reports Gallery even if the reports themselves are still active.
944.5 Issue E#855 Reports Reports with Whole Office setting ticked are now hidden in the Gallery if the report is inactive.
944.2 Change E#838 Email Use of Keywords to select Emails to import has been improved with helptips . Note each Keyword must be on a separate line.
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.
944.2 New Feature E#670 Documents 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.
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
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.
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.
944.1 Issue E#668 Email Resolved two causes of Emails getting stuck in the eTrack Outbox. This is in addition to various other preventative measures added in prior releases. 1. When using distribution lists eTrack will resolve the email address before sending and show a warning if it cannot.
2. Resolved problem of forwarding an email where the attachment was open. Also now prompts to save when attaching a file that is open and handles opening multiple attachments with same name
Previous fixes are a) increased timeout and made configurable b) separated Send All from Outbox from background sync c) show warning if cannot connect to eTrackTasks d) if cannot connect will send directly e) added more options to Send and Receive menu.
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.
944.1 Issue E#762 Reports 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.
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.**
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.
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. You can define other statuses to be hidden by listing them after ‘CompleteStatus’ in eTrack Settings. If you wish to NOT hide these projects please contact eTrack Support as there is a flag controlling each relationship that can be toggled.
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.
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. If you want to fix your schedule ETC (so the red bar may be in the past if not enough time booked) please tick the Fixed Schedule checkbox on the Project Budget tab. (If have a lot or projects to do please ask eTrack for a script.)
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). If you would like to Fix the Schedule that means it does not move, then please tick the ‘Fixed Schedule’ checkbox on the Project Budget tab. If you would like this done to all projects please request a script from eTrack Support. The effect of Fixed Schedules is that ETC (red bars) can exist in the past and must be manually adjusted by the project manager. Please see Schedule User Guide for more information.
944.0 Issue E#338/E#209 Timesheets 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.
944.0 Issue E#764 Documents 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.
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.
943.7 Issue E#506 Reports 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.
943.6 Change Documents 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.
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.
943.6 Issue Reports 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. In the Documents tab use mouse Ctrl+click to select one or more documents that eTrack will highlight. Click the Export button and select “Export Docs to Folder” eTrack will prompt for a directory on the file server to save the Documents to and creates this directory under the selection called “Doc Export”. All selected documents will be exported to the newly created folder. If a Linked Document the file is copied on the file server. No new link created to copied document, the original link is preserved. If an embedded document, it will be exported to Microsoft Word into the same folder (no link is created). All Revisions of selected documents are also copied.
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.
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.
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. Previously the user was only warned that it wasn’t the latest document but now eTrack will allow the user to select to open the latest.
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).
943.58 New Feature General To drag and drop items in the tree you can display an Explore tab (that now doesn’t change). Select an item in the tree to show in another tree. Click Details icon and click View button top right. Then tick ‘Show Explore Tab’.
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’. To show all changes to an item select it in the tree, click View button top right and tick ‘Show History Tab’. A new ‘History’ tab will appear. In the tab there are icons on the right for different display options. Click the magnifying glass to filter the audit trail.
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.
943.56 Issue E#769 General The Fee Type selection on the Project Budget tab no longer overwrites the price.
943.54 Change E#752 Email Added ability to remove a Reference from an Email, click the v icon and select Remove. Prevented From/To/CC/BCC from being deleted from received emails. References added via drag/drop are placed at the end of the list (below the ADD button).
943.54 Issue E#515 Budget 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.
943.52 Change E#737 Expenses/Disbursements You can now attached any file type to an Expense. To enable this feature select Setup/eTrack Settings and under [Options] on a row on its own add ReceiptImages=1 The add the File scroll to the far right of Actual Expenses and click the button.
943.5 Change Performance 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. Use ‘All Dates’ View to select either ‘All Dates’ or ‘All Dates To’ a specified date. To select ‘Today’ use the Date Range View and click on ‘Today ’ text. Use ‘Date Range’ view to select start and end date from two calendars. Dragging a selection or using click followed by Shift+Click will also define a date range in the Day and Week views. The Week view now uses Start Date of the Week (defined in eTrack Settings: StartDayOfWeek). Note the Calendar will still show Monday as the left column. The year selected in the Financial Year View now defines the end of the year selected. Note: Financial Year is currently restricted to 1 July to 30th June (Australian Financial Year).
943.5 Issue General Fixed incorrect Active/Inactive symbols used in Instant find (top left search bar).
943.50 Issue E#425 Email Fixed issues with saving an email attachment to the tree. a) Fixed error that occurred when using File Under. b) When an attachment is saved to the tree by any method (file under, automatically when filing email or via new rfi / add to rfi) then it cannot be saved again using a different method.
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.
943.48 Issue E#425 Email 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 Email 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 Email 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.
943.36 Issue E#180 Email 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.
943.32 Issue Tree Changes to Profile Picture now persist.
943.32 Issue Tree 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.
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
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.
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.
943.3 Change General The Settings accessed via the cog icon top right has been re-laid out to use buttons not tabs. The User tab has been renamed to “My Preferences”. The System tab has been renamed to “Login and Security”.
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.
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. Projects with Complete, Closed or Archived Status are filtered out of Relationships under a staff member to make these lists shorter to navigate and faster to access. This is controlled by a setting on each blue allowed relationship so if you would like any to show all past Jobs please contact support.
943.3 Change Reports In the Report Gallery you can easily hide Reports you are not using by making inactive. Expanding Setup/Reports/… and double click the Report you want to hide in the Report Gallery for all staff. Click the green Active button top right to make Inactive. To hide a whole Report Group in the Report gallery for all staff then select the Report group in the tree and click the green Active button top right to make Inactive (the reports under it can stay active).
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.
943.3 Issue Documents 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.
943.29 Issue E#120 Accounts 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 Document Revisions can be enabled by ticking security permission 190. To create a Revision, right click on the Document in the Document tab or in the tree and select ‘Create Revision’. A copy of the Document is taken and the original document moved to under the copy. The revision number is an integer at the end of the Document Number. This is incremented for the newly created Document. e.g. 1458-2 is revision 2 of document number 1458. To view Revisions, either expand the tree under the Document, or right click on a Document row in the Document tab and select ‘Show Past Revisions’ (click ‘Back to Documents’ to go back). 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, or to open the one they searched for. This occurs when documents are edited, exported, printed or emailed. If the Document is a link to a file on the Fileserver, a copy of the Document is taken on the File Server and the name changed to reflect the new revision number. It is placed in the same directory as the original Document.
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.
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. Now, If the export fails, an error message appears immediately (with the reason for the failure) and halts the export. So even if the issue was caused by something other than an issue with file access, an appropriate error message should now appear.
943.20 Issue E#520 Documents 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. This is many times faster than it was previously. (Limits to 1000 documents). Note: Use Find ‘Directly Under Selection’ for the original behaviour.
943.20 New Feature E#347 Documents Quick creation of a PDF copy of the document Fast creation of a PDF of a linked file by right clicking on a Document in eTrack and selecting ‘Create PDF from File’. eTrack will create a PDF version of the file in the same folder and create a new Document in eTrack to link to it. The PDF document has the same Document Number but a PDF icon is displayed. Microsoft Word, Excel and Powerpoint are supported.
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
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. eTrack allows you to export multiple selected Documents to the file server and optionally compress them to one file. On the Documents tab, tick the checkboxes next to the Documents you wish to include, then click the Export button. Select either “Export Documents…” or “Export Documents to ZIP file” and eTrack will prompt for a directory path to save them to. eTrack creates a folder called “Exported Documents” under the path selected and exports the Documents to it. If a folder called Exported Documents already exists another is created appended with (1) If the ZIP option is selected the documents are compressed into a file called “Exported”. If the selected location already has a zip file with this name the newly exported files are added to it. Embedded documents are exported as Microsoft Word files. All Revisions of selected documents are also exported. No links are created back to eTrack from the exported files.
943.20 New Feature E#472 General Advanced Find implemented throughout eTrack. The Instant Search, Find (Ctrl+F), Document Find and Email Search will now return items where all words in the search string appear in the order specified but may have other text in between. e.g. using the search term: car park, will return “my car is at the park” but not “did you park your car?”, previously it only returned items with a match to the whole string e.g. “the car park was full”. To restrict the results to only exact matches use quote marks around the search term “car park”.
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. Drag a Document onto another Document and select Relate. eTrack will create an entry in eTrack called Document Link and move the two Documents under it. If the Documents are linked to files on a file server then a new directory called Document Group is created and the linked documents moved under it. The eTrack Document paths are updated. If the Document has Revisions these are moved to under the Document.
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.
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).
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.
943.15 Change B#648 Budget 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.
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.
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.
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.
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.
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. To change the default of custom Reports please find the Report in the tree. Then in the Report Details, click Date Criteria tab and change the ‘Default Date’ dropdown.
940.9 Issue EC#5990 / E#183 Reports Many errors have been resolved by fixing an issue when windows were resized. The errors occurred for example when moving the divider between the tree and tabs or opening Help etc. after running Reports.
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.
940.2 Issue E#160 Reports 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.
940.14 New Feature EC#5950 / E#300 Reports You can set the default date range for each (non hard-coded) report. Find the Report under Setup, in Date Criteria tab select from Default Date dropdown. By default they have been set to ‘Last Month’. (Note: Financial Year set to 1July to 30June)
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. In some cases, you may not wish staff to access Google Maps at all due slowing down Internet access for others. To do this expand Setup in the tree and double click eTrack Settings. Scroll down to find [Options] and add a new row: HideGoogleMaps=1 Click Save and then click another item in the tree. Logout and in again for the change to take effect.
940.12 Change Contacts You can now choose whether to display the Suburb on Companies and Contacts. Default is not to. To show the Suburb, expand Setup in the tree and double click eTrack Settings. Scroll down to find [Options] and add a new row: DisplaySuburb=1 Click Save and then click another item in the tree. Logout and in again for the change to take effect. Note that Suburb will not print on invoice templates unless the templates are updated to use new tags. Standard address format in invoice templates use City.
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.
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…) 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. Normally this is not allowed to be edited since won’t update dependant work items, and also typically the manager does these updates while looking at the whole project. However, if the work items are independent of one another, and you wish the staff members to update their own schedule, then you can now make the My Work editable. (This is a Global Setting and not selective to the user.) To turn on expand Setup in the tree and double click eTrack Settings. Scroll down to find [Options] and add a new row: EditScheduleMyWork=1 Click Save and then click another item in the tree. Logout and in again for the change to take effect.
940.12 Change Security Every Person, every Document and every Email can now have an “Access Level” that is a simple Integer. Users can only see Documents and Emails that have an Access Level equal or less than their own Access Level. The higher the Access Level the more secure the Document or Email is.To change the Access Level of a Person, click Settings (cog icon top right), click Login and Security and in the Security section change the Access Level.To change the Access Level of an Email, select the Email and change Access Level under References in the grey area.To change the Access Level of a Document, find the Document in the tree and double click it to show the Details tab. Select the Details tab and edit the Access Level Details field near the bottom. The default access level of a new email or document is the access level of the user that creates it.
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.
940.12 Issue Tree You can refresh the tree by clicking any item in the tree and pressing F5 (or right-click > Refresh). Now when a Refresh is done, all fields, Assignees, Contacts (and other Relationships) are fully refreshed. Previously only a partial refresh was done.
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.
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. Right-click on an Entry Type and select Filter by ‘selected item’. There is also a ‘Clear Filter’ option in the right click menu.
940.109 Issue EC#3703 Accounts 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.
940.0 Change Documents A new advanced Find has been provided in the Document tab by clicking the Find button. You can add multiple search criteria and filters. To search Documents across the whole system, click the magnifying glass in the panel between the tree and the Document tab. The functionality now exists but this user interface is being improved.
940.0 Change Documents 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.
940.0 Change Settings The Settings (cog icon top right) has been re-laid out to use buttons not tabs. User tab has been renamed My PreferencesAdmin tab has been renamed AdministrationSystem tab has been renamed Login and SecurityInvoice Numbering is under Settings/Types at the bottom of Details tab.
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. For example, under Staff Member/owns or Staff Member/Project Architect there are only Projects with a Status of Prospect or Current, not Projects with status of Closed, Complete or Archived. Please let support know if you would like this changed.
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.
939.8 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.
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. To use, right click on a Document in the tree and select Edit > … Previously a copied Document in eTrack would point to the original Document.
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.
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.
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.
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.
939.23 Issue EC#5888 / E#50 Settings 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.
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.
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.
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. With Prebill on (see below) you can enter any Invoice $ you wish and if it is more than the To Bill, an Adjustment is automatically created for the difference. When further time is booked to the item, the Adjustment is decremented and To Bill only starts increasing once the Adjustment reaches $0. To set on expand Setup in the tree and double click eTrack Settings. Scroll down to find [Options] and add a new row: Prebill=1 Click Save and then click another item in the tree. Logout and in again for the change to take effect.
936.28 New Feature B#271 Documents Added ability to have external document templates (Word, Excel) with data tags.
931.05 Issue GR#384 Email Issue with \'Reply All\' including sender as recipient has been resolved.
931.05 Issue GR#386 Email 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.
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.
930.3 Change B#115 Email The Filed folder now only shows emails filed by the logged in user. Shared emails (non private filed emails by other users) are only listed on the Reference folder for the referenced items.
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.
930.26 Issue EC#5952 Reports 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. 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.
930.16 Change EC#5890 General 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.
930.16 Change EC#5953 Accounts An optional confirmation warning has been added to the Account Sheet to avoid unnecessary loading times. To enable, go to eTrack Settings in the tree > underneath [Options] add ConfirmAccountSheetLoad=1 on a line all by itself. The warning appears if the selected tree item is not a type for which invoice entries can be created or is not the roll up level for invoices or not configured as a custom parent.
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.
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.
930.16 Issue EC#5931 Settings 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)
930.16 Issue None Email Significant email performance improvement. Including: - Speed of displaying Inbox is faster, - Improved category filtering, and - Settings > User Accounts is now linked to the selected resource. - switching between emails loads quicker
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.
930.11 Issue EC#5455 Project Details 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.
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.
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#.
928.08 Issue EC#5927 Documents Issue with users being able to edited Locked Documents has been resolved.
928.07 Issue None Notes 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.
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
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.
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.
927.07 Issue F#76 Timesheets 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.
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.
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.
925.01 Issue EC#5374 Tree 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.
923.06 Issue EC#5863 Email 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).
923.01 Change EC#5799 Expenses/Disbursements Approved Expenses are read only. Only staff with security permission 2 can approve or unapproved an Expense. This is the same permission that controls approving a weekly timesheet.
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.
922.02 Issue EC#5878 Reports 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
922.01 Change F2 Reports 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.
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
921.29 Change GE24 Reports \\\'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.
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
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
921.26 Issue AH50 Budget 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.
921.24 Issue EC#5374 Tree 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.
921.21 Change Tree 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.
921.20 Issue EC#5792 Project Details 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.
921.20 Issue EC#5841 Email 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.
921.17 Issue EC#5816 Utilities 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
921.12 Issue AH47 Schedule 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.
921.11 Issue EC#5750 Tree 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
921.10 Issue F9#64 Person Details 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.
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.
921.06 New Feature Documents 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 Text in To Bill changed to \'Click to Load\'. Unbilled Charge hint corrected to \'Actual Charge-Invoiced\'. To Bill hint removed for clarity
921.04 Issue Email 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
921.04 Issue EC#5686 Budget 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. To use this functionality, create a new lookup under Settings > Lookups called \'Document Types\', then add new Lookup Values under this for each Document Type.
921.04 Issue EC#5795 Tree 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 ‘=’.
921.03 Issue EC#5462 Project Details Changes have been made to the \'Contacts and Contractors\' table on a project The \"New Contact\" option in the right-click menu has been hidden. ‘Users’ security permission is now allowed to Add and Remove project contacts, and to edit the contact Type. Can now navigate to a contacts details via double-click or right-click > Display from a contact in the table.
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.
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
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
921.02 Issue EC#5500 Dashboards 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 \" option has been moved to the bottom of the list.
921.02 Issue EC#5690 Budget Issue with budget screen not populating upon initial load has been resolved.
921.02 Issue EC#5747 Email 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
921.02 Issue EC#5766 Timesheets 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
921.0 Change EC#5717 General Significant improvements made to log-on time
921.0 Issue EC#5694 Budget 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.
920.10 Issue EC#5730 Documents Documents now load successfully.
920.10 Issue EC#5736 Timesheets 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.
920.09 Issue EC#5688 Email Fixed error that occurred when scrolling to the end of the email listing using the mouse wheel.
920.09 Issue EC#5733 Email 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.
920.05 Issue EC#5687 Timesheets The Book Time button on Stage Details screen has been hidden as still under development.
920.04 Change EC#5604 Email Display of Email Inbox has been sped up by loading one page at a time when scrolling the list, removing the Grouping (by date) and limiting the Preview List mode to show 3000 items.
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.
920.04 Issue EC#5630 General Console Maintenance now executes successfully
920.04 Issue EC#5651 Contacts Information entered on Individual Contact Details screen is now persistent.
920.04 Issue EC#5677 Reports Improved print and export functions in reports The print button on a custom report tab will print with the same formatting as when printed from a report run through the report gallery.When \\\\\\\'Print Settings\\\\\\\' is clicked in a report run from the report gallery, the printer settings and a print preview of the document is loaded.The option to export a report as a PDF file has been added to the \\\\\\\'Export...\\\\\\\' dropdown list on a custom tab.
920.04 Issue EC#5683 Timesheets Error experienced by some users when accessing Timesheets is now resolved
920.01 Issue EC#5619 Email 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.
919.4 Issue EC#5389 Tree 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
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).
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.
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.
919.04 Issue EC#5670 Email Change from SSL to TLS In June 2016 Gmail stopped supporting SSL, which eTrack was using. eTrack has been updated to support TLS instead that is supported by Gmail. For each user using a Gmail email account please select User Accounts in the email tab and change SSL to TLS.
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
919 Issue EC#5345 Invoices The Invoice report now correctly includes the GST amount for the Total (Inc. GST) column.
919.0 Issue EC#5593 Email Resolved issue where emails are sent without their attachments. Attachments are now copied to the Attachment Path BEFORE the send process is initiated. If the file copy fails the user is notified so can correct the problem - eg: user may not have write access to the Attachment Path. If an email is stuck in the Outbox after such an error please delete it (then delete again from Deleted folder) and try again.
918.14 Change F9#02 Performance 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.
918.14 Issue EC#5570 Documents 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.
918.11 Issue EC#5622 Timesheets 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.
918.08 Issue EC#5304 Project Details Accounts report tab on a Project/Job correctly shows Unbilled Charge rather than WIP The Unbilled Charge column in Accounts tab report on a project group is now correctly showing the Unbilled Charge as in the Accounts screen (not the WIP).
918.08 Issue EC#5353 Project Details 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
918.08 Issue EC#5396 Email Email ‘From’ and ‘To’ addresses now correctly populate when replying to or forwarding emails.
918.08 Issue EC#5408 Expenses/Disbursements Missing expenses fixed Disappearing expenses resolved by setting all existing and all new Expense Types to Reimbursable. Can now filter for \'Reimbursable\' expenses on an individuals expense tab with new reimbursable checkbox.
918.08 Issue EC#5444 Project Details 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.
918.08 Issue EC#5499 Timesheets Fixed the Move Time feature in Timesheets so that comments related to the time entries are also moved.
918.08 Issue EC#5605 Email Email loss prevention and syncronisation If the attachment path for eTrack email is not specified or doesn\'t exist or the user does not have write access to it, the user will be be warned and unable to access eTrack Email. This is to prevent problems of attachments being lost. Emails are now sent straight away through eTrack, previously only sent when synchronised. Email now synchronises sent emails (as well as received emails).
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.
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.
918.08 New Feature EC#5565 Email 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.
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.
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.
916.03 Issue EC#5363 Project Details Access when creating new Projects granted When creating new items or using Find, the message \'You do not have access\' no longer appears. The name and address of a company or individual is now persistent in all cases. Issue where items in tree can’t be found has been resolved. Individuals names are now displayed in the tree. When creating a new client or company from a template the issue with copying addresses is resolved.
916.03 Issue EC#5454 Tree 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
916.03 New Feature EC#5490 Reports The option \'All Dates\' has been added to the Date selection in the report gallery
916.01 Issue EC#5404 Email 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
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. The dropdown sets and clears the original checkboxes as follows: Fixed Price sets FP=On and LS=On % Based sets FP=On and LS=Off Time Based sets FP=Off (and LS=Off although this makes no difference)
915 New Feature ESR1234B11 Transmittals 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
914.08 Issue EC#5465 Project Details Issue with writing over of an empty project address resolved
914.07 Issue EC#5408 Expenses/Disbursements Fixed issue where disbursements did not display.
914.06 Issue EC#5395 General 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).
913.2 Issue EC#5294 General Edit > Delete fixed Fix to allow deleting items. Repeated prompt asking for new client name under a new project removed. Added or removed projects will now appear in another user\\\'s windows in the same session if the project tree is collapsed and expanded.
913.11 Issue EC#5368 Email Fixed issue where attachments were missing from forwarded emails.
913.11 Issue EC#5369 Email 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
913.07 Issue EC#5313 Settings 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.
913.06 New Feature EC#5285 You can now have mandatory Information Items As an Administrator, in the Information tab, click the icon on the right to enter Edit mode. Tick those rows you wish to be mandatory.The user will not be able to leave the page until they are populated.Note: This can be a frustrating business practice so use sparingly.
913.05 Issue EC#5294 General 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. You no longer need to click Refresh or log in or out again. Clicking \\\'New...\\\' in the Client etc. dropdown of a Project no longer prompts for name multiple times
912.08 Issue 1811kw2 General Fixed crash associated with Refresh function.
912.06 New Feature Scenario61 Project Details Mandatory fields. Added ability to make certain lookup fields on the Project Details tab mandatory, meaning the user cannot leave the screen until a value is selected in those fields. If you would like to set mandatory fields please send a request to eTrack Support.Also enabled the mandatory property on Information Items. Any info item that is mandatory must have a value or the user will not be able to leave the screen. Note that currency type fields that are mandatory cannot be $0.Mandatory fields are indicated by an asterisk.
912.05 Issue 1612kw3 Documents 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.
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.
912.03 Issue 812kw4 Project Details Fixed various issues with multi currency function. 1. Fixed crash when changing currency. 2. Show currency icon when create new project if currency is set in the template. 3. Display correct symbols in currency templates. 4. Reworded permission #132 Access to Change Currency Utility 5. Show currency symbol above Budget and Price Structure table.
912.01 Change 9112.jw20 Settings 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.
912.01 Issue 1512kw5 General 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.
912.01 Issue 2611kw1 General 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.
912.01 Issue 9114.jw3 Transmittals 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.
912 Issue 3011kw1 Info Items 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.
912 New Feature 9115.jw11 General 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. To enable the feature add this line under [options] in eTrack Settings: MoveTime=1 To use right click a timesheet cell or row and choose Move Time for Day or Move Time for Week as required. NOTE: there is a limitation that ETC is not adjusted. This feature is suitable if you don\'t use ETC or accept the limitation that ETC will only be accurate if manually adjusted.
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.
911.5 Issue 1911kw1 General 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.
911.5 Issue 9012.jw11 General 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.
911.5 Issue 906.01 Performance 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.
911.5 Issue 9101.ag1a Tree 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.
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.
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.
911.5 Issue EC#5258 General 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. The default tax rate applied in eTrack is 10%. To use a different tax rate, for example 15%, add the following line under [Options] in eTrack Settings: TaxPercent=15 When multiple currencies are set up, go to Setup\\\\Lookups\\\\Exchange Rates and set the tax rate for each currency.
907 Change ESR11249A11 Timesheets Enhanced Time Capture to record time periods which can be viewed via a report. Issue EC#5990 Reports Many errors have been resolved by fixing an issue when windows were resized. The errors occurred for example when moving the divider between the tree and tabs or opening Help etc. after running Reports.
861.8 Change E166 Email Added Signature to Reply / Reply All and Forward emails. It is the same signature as that used for new messages.
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.
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.
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.
861.5 Issue SVT#641 Timesheets 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.
861.10 Change none Timesheets 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.
860.6 New Feature SVT#1174 Timesheets Exclude overtime hours from Day Totals and overall Week Total in Timesheets. There is a new option to exclude all hours booked to work items with a cost centre of overtime from the Totals. To enable this feature add this line to eTrack Settings under [options] CostCentreExcludeTSTotals=Overtime Also in eTrack Settings, add a new Cost Centre called OvertimeLogout and in again. The Overtime cost centre can be selected on any work item or create a new Admin Task called Overtime to use generically.
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.
860.4 Issue SVT#625 Timesheets 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.
860.2 Change EC#5197 Timesheets 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.
860.1 Change EC#5181E Invoices 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.
860.1 Issue EC#5054 Schedule Fixed refresh issues in the Schedule when assigning a resource to a work item. These issues are resolved (i) the view reset to the top (ii) the person and work item are not visible until after refresh (iii) the person was duplicated after refresh.
860.1 Issue EC#5180 General Linked the Resolved By field on Issues tab to the resource group for current staff.
860.0 Issue EC#5214 Email 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. The eTrackTasks application now references an input file to get details of the task to run. Each task requires its own file and separate Windows Scheduled Task to run. The Schedule tab of eTrackConsole has been removed - this is where scheduled tasks were previously defined. Also fixed an issue with the auto backup process.
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.
858.0 Issue EC#5177 Dashboards Fixed problem causing Dashboards not to load.
858.0 New Feature EC#5102 Reports Added OR functionality to filters in report results. To use this feature:
1. Run a report
2. In the results right click a column (A) to filter on and select Filter For…
3. In the box enter the criteria eg >0
4. This will filter out rows that don\\\'t match
5. Then right click in another column (B) and select Filter For…
6. In the box enter the criteria eg OR >0
7. This will fitler out rows where Column B > 0 and is applied to the full set of results including rows that were filtered out by the first filter so some rows that were previously filtered out are shown again.
8. Click Save Filter to make it selectable from the dropdown whenever the report is run again
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.
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.
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.
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.
857.2 Issue EC#5027 Timesheets 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.
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.
856.5 Issue EC#5147 General The conflict dialog has been hidden. This dialog pops up when two users change the same data at the same time. To enable this feature add this line to eTrack Settings under [options] ShowConflictDialog=1 When it appears the dialog can be closed easily via the Escape key.
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.
856.4 Issue EC#5142 Timesheets 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.
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.
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.
855.2 Issue EC#5045 Email Improved Send Email function. Send Email is now done in the background via eTrackTasks. eTrack will no longer appear to be frozen and the user does not have to wait for the send to complete. The Email icon at the top will show a green flashing dot when a send or receive is in progress. The Status bar at the bottom right will display information and if an error occurs the Email will display a red dot.
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.
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.
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\'. Where multiple stage templates are configured, the name of a newly created stage will default to the name of the selected stage template. To enable this go to Tools > Type Settings, select Stage from the list on the left and tick permission #87 Copy Name when create from Template,
854.5 Change none Invoices 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.
854.4 Issue EDF Email 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#.
854.11 Change EC#4989 Timesheets Provided settings so that users cannot add tasks or rates from the timesheet (engineering config). 1. Created new security group permission #205 Allow Access to Add Task in (Eng) Timesheet. It defaults to ON. When OFF users can only choose from a list of Tasks to which they are assigned.
2. Improved the functioning of security group permission #139 Allow Booking to Assignees of Work in Timesheet. When OFF, users cannot select another Rate.
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.
854.11 Issue SVT#1080 General 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. The associated TYPE will give the template context of where documents created from it are intended to be used eg Stage or RFI. This will provide more direct navigation to fields to insert. If you need assistance creating document templates please contact eTrack Support.
853.6 Issue EC#4986 Email Fixed crash on send email message when right-click .pdf document in tree and select Send Email.
853.5 Issue EC#5041 Email Fixed various email performance issues. 1. Email syncs triggered by Send / Receive, Re-Import or Resync buttons and on login if \\\'check immediately after log in\\\' is selected, are now done in the background via eTrackTasks. Only one sync process can run at a time - this avoids conflicts between periodic auto syncs and manual syncs initiated by a user and allows the user to continue using eTrack while a sync is in progress.
2. Only header info is read instead of downloading each email.
3. Changed setting so eTrackTasks does not take focus away from eTrack whenever it is launched - this was causing the screen to flicker.
4. Fixed bug where the sync aborts if it encounters an email it cannot read. Now it will log an error and continue to completion.
5. Fixed error where eTrackTasks was not shutting down when complete. It also shuts down if it has an error so syncs can continue. All errors are reported in the Settings tab of User Accounts.
853.3 Change W194 Security 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.
853.1 Change EC#5076 General 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.
853.1 Issue EC#5087 Email 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.
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.
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.
853.0 Change EC#5067 General Tidied up various configuration options and settings and tightened security in regards to access to delete functions. In this release the security group permission to override the setting that makes types delete protected has been turned OFF. This is in response to several cases where users with this override enabled have deleted high level items such as whole contact groups which is difficult to restore. Admin users may find that they now cannot delete various types in the tree. If you are an Admin user and cannot delete items that you should have access to delete you can go to Tools > Type Settings and for each type you need to delete untick permission #57 Admin Delete Protected. The config changes include unticking the Fixed Price flag where it is not required, adding Calendars if missing and disabled Timesheet and Assignee utilities in engineering databases.
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.
853.0 Issue EC#5062 General 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.
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.
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.
852.3 Issue EC#5066 Reports 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.
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.
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.
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.
851.7 New Feature EC#5018 Notes 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.
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.
851.2 Issue EC#5004 Timesheets 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.
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).
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.
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.
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.
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.
851.0 Issue EC#4951 Contacts 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.
851.0 New Feature E157 Email Added spell check function to Email editing via the right-click menu. Dictionary and Thesaurus files are required to be saved in the same directory as eTrack.exe and can be downloaded from the eTrack Help page in the Client Area of the website. Incorrectly spelt words will be underlined; right-click on the underlined word to correct it or add to dictionary. To run the spell check on the whole email click Spell Check button that will display a dialog for each error found. Click the Options button to adjust the settings.
850.29 Issue SVT#1125 Accounts 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.
850.28 Issue SVT#1124 Accounts Addresses an issue with invoicing Fixed Price work with billable expenses using the ISD in engineering configurations. The Invoice Selection Dialog allowed the user to enter full WIP without selecting expenses so it has been changed so it now restricts the user to only entering $ or % of the stage price. As before expenses must be ticked. The full invoice amount is shown in a new field top right of the dialog. Also now allows for negative invoice amounts to be entered but only for Fixed Price work.
850.27 Issue E173 Email 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. Dictionary and Thesaurus files are required to be saved in the same directory as eTrack.exe and can be downloaded from the eTrack Help page in the Client Area of the website. incorrectly spelt words will be underlined. The right-click menu will list suggestions as well as Ignore All and Add to Dictionary options for the selected misspelt word or Thesaurus option for correct words.
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.
849.9 New Feature OCR130A.9 Reports New option to display results in a field format instead of in a row. When enabled, the results of a report will be displayed in a field layout rather than in a row. This applies when the results contain only one row. To enable, go to the required report and on the Permissions subtab tick Show Row as Fields.
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.
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.
849.5 New Feature ESR1151#14C Expenses/Disbursements Created new export function to export expenses into a file for importing into MYOB. A new Export checkbox appears on the Expenses tab of people and work items. A user with access can tick expenses and export them via File> Export..>MYOB Expense Export. See Admin User Guide for full details. This change also includes renaming Vendor column to Supplier that is now a dropdown with Find...except in the Timesheet where it defaults to the timesheet person and cannot be edited.
849.33 Issue EC#4922 Accounts Fixed issue so the approval status of timesheet cells is correctly set after an invoice is deleted.
849.32 Change EC#4973 Email Added support for TLS protocol - to choose a protocol go to the User Accounts dialog, tick Use SSL and then select a protocol from the dropdown.
849.31 Change no ref Documents 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.
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.
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.
849.29 Issue EC#4963 Settings 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.
849.27 New Feature EC#4864 Documents Added option to customise the default format of document names. By default new documents have the same name as the template from which they are created. To configure a custom naming format go to eTrack Settings and add the line DefaultDocName= followed by the format that can be any combination of the following fields in any order separated by any character:
<ReverseTodayDate> eg 141231
<CustomParentAcronym> ie Acronym field on Project Details
<CustomParentNumberAfterDash> eg for Project Number 2014-001 this is 001
<TemplateName> ie name of the Template document
<yyyy> eg 2014
<mm> eg 12
<dd> eg 31
For example: DefaultDocName=<ReverseTodayDate>-<CustomParentAcronym>-<CustomParentNumberAfterSpace>-<TemplateName>
A new document for Project# 2014-001 with Acronym MYPROJ using the template Variation Instruction created on 25/08/2014 would be named 140825-MYPROJ-001-Variation Instruction
This will apply to all documents created from embedded and linked templates but not for documents created from the Blank template. Document names can be edited.
849.26 Issue Midas#030C Timesheets 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.
849.25 Issue EC#4875 Accounts 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.
849.25 Issue Midas#037 Reports 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 not pressed after editing or when the cell had focus and user changed screens.
849.19 Issue E183 Email 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.
849.11 Issue EC#4666 Timesheets 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.
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.