Release	Type	Reference	Area	Summary	Description
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.
9.3.9.28	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.