Bug Fixes in IRIS Firm Management

Fixed wording inconsistency for Group Deposits to ensure consistent terminology throughout the AR module.

Fixed an issue where map functionality could be used on unit expense types that don't have maps configured, which was causing errors in expense processing.

Fixed an issue in the Approvals Tab where Bill Job drill-down was not observing Replace Terms settings, ensuring proper terminology display.

Resolved issue with Client Future Billing where Invoice Grouping was not being saved properly in Client UDF when invoice text was added.

Fixed the Cancel Edit Button which was incorrectly enabled at all times, now only displays when appropriate.

Resolved issue where marking a bill as completed on print/download of PDF was not functioning correctly.

Fixed Shared Billing list selector title to use proper replace terms instead of displaying "Staffs".

Corrected message display when adding a new shared billing list to show success message instead of info message.

Fixed issue where approving an invoice would reset column filtering in the Approvals screen.

Resolved multiple Bill All Possible issues including client billing status display and fees client assignment problems.

Fixed WIP Accruals button being incorrectly disabled when it should be available for use.

Resolved issue where creating a bill at job level did not properly trigger Cancel Edit functionality.

Fixed Save and Close functionality to prevent Save PDF errors during the bill completion process.

Resolved 500 error that occurred when attempting to approve bills.

Fixed Client Update fields where Credit Controller dropdown was not displaying data properly during bulk operations.

Resolved issue where Entity Field was not loading in Job Batches bulk operations.

Fixed Missing Credit Controller validation to properly check for zero values, not just NULL values.

Fixed escalation process so that when a client is escalated, the De-escalate date is properly cleared.

Resolved issue preventing entry of Payment Promised amounts of 1 million or more.

Increased Bill reference field width to properly display reversed bill references and reversal indicators.

Fixed issue where double-clicking the save button when adding new records was causing system errors.

Fixed Radio and Text buttons functionality for notes and Memos in Due Dates module.

Resolved issue where Grid Filters' pick lists were not refreshing properly with grid refresh.

Fixed Process description length inconsistency to ensure uniform display across the module.

Corrected display issue in Step expanded grid where 'Completed by' showed 'No Staff Assigned' for incomplete tasks.

Fixed Complete list to automatically highlight steps when only one is displayed.

Increased date control width in Add Process dialog to properly display date information.

Fixed Export to Excel icon inconsistencies across the application to provide uniform user experience.

Resolved various API response message issues to provide consistent success and error messaging.

Fixed waffle menu display issue for logged in user information.

Resolved Error 500 in PowerBI integration.

Fixed Replace as Staff context option which was not functioning properly in job budgeting workflows.

Resolved issue where Export to Excel button on Variance tab appeared to do nothing when clicked.

Fixed saves failing with "Budget had been edited by another user since the page was loaded" error.

Resolved issue with Future Bills losing "Last Invoice Date" when set with Number of Invoices.

Improved error message readability by fixing font color issues that made messages barely readable.

Fixed Forward Jobs functionality to properly select staff from SDC selector.

Resolved issue where Draft Bill created by Reinstate Bill had no PDF in AR tab.

Fixed 500 error when clicking 'View Receipt' from context menu on Client UDF WIP section.

Fixed 500 error that occurred when left-clicking on an entry in the calendar grid.

Resolved Cut and Paste booking issue where moving bookings to another user did not work on first attempt.

Fixed Nightly Tasks menu to show proper access denied message instead of displaying inaccessible sub-menus when users lack module access.

Resolved issue preventing closure of Claim Periods in the system setup.

Fixed Period Close Config issue where Finance Charge Items could not be moved from Inactive to Active status.

Corrected 'Use Date Range' setting in WIP Transfer to not be ticked by default when it should be unchecked.

Hidden Opportunity Tracking from the main menu for CORE version users as intended.

Fixed List View where comments were being lost when entered after clicking in the time cell and then clicking in the comments cell.

Corrected spacing issue between Save and Cancel buttons in Expenses Maps locations interface.

Fixed Left Pane Tab display issue that was blocking view of other interface elements.

Resolved issue where Linked Expense Header was not honoring user preferences settings.

Fixed Linked expenses display to show on the correct day they are linked to, instead of all appearing at the beginning of the week.

Corrected Job Department spelling error on SelectorID -33.

Fixed Expense Approval functionality that was broken and preventing proper expense processing.

Fixed UDF config standard data scripts to remove duplicated contact fields.

Resolved 500 error in UDF Contacts when users don't have privCanSeeHiddenContacts permission.

Fixed 500 error in create new job transaction API endpoint that was affecting UDF operations.

Fixed SDC Bug in CommandMaintenanceController affecting UDF functionality.

Corrected Delete of Expense Levels tree to properly remove leaf nodes.

Fixed truncated message that appeared on all UDF upon editing and saving when user preferences had JobMax, ClientMax, StaffMax, ContactMax set.

Resolved issue with "Max Records" warning display in UDF interfaces.

Fixed Contact UDF Email Field validation to prevent multiple "@" symbols and inappropriate special characters.

To fix an issue with Submitting 1099 Processing Fee Back Office Expense, the Edit Expense screen in Back Office Expenses now dynamically updates if the default expense type in the dropdown is a unit based expense.

New setting BillingClientLimit now allows firms to set how many client records are returned when the Billing module is not restricting to 200 clients at a time (NoLimitAdvCliResults switch is on).

NOTE: When deploying IFM 3.0 ProServ will need to activate the NoLimitAdvCliResults switch in all live firm DBs so there is no loss of functionality.

Audit Trail: when updating job supervisor, the integer values were being shown and not their underlying descriptions. Now, string values will be displayed when available.

Users can now open a budget, navigate to the budget tab and lower the budgeted hours for a staff member via the edit menu (available from the context menu).

Fixed a DateTime parameter conversion error caused by inconsistent culture and timezone formats, Addressed a duplicate key error in tblPersonalSettings After the fix, the lockdown functionality now handles date formats in a culture-invariant and timezone-safe manner and safely updates tblpersonalsettings for active lockdown .

Global switches for Time & Expenses advanced periods and passed periods were not respected if no Time and Expenses Preferences were set up. This has been fixed.

Fixed an issue with scroll bar availability on the grids in the Billing Approvals tab. Users can now smoothly navigate all the grids improving visibility of all columns.

Also the issue where only the initial occurrence of the respective third-level grid (WIP grid) would display in specific scenarios, such as when the same job was referenced on multiple draft bills, has been resolved.

The issue causing the Search feature to freeze when running Standard SSRS reports has been successfully resolved. Users can now utilize the Search functionality without any disruptions.

The system now displays a prompt message when users attempt to alter the Job Entity on a Job with outstanding WIP/AR transactions. Any such modifications will automatically revert to the original value to maintain data integrity and prevent discrepancies.

Resolved inconsistency in the Week tabs within the Staff and Schedule wallcharts, ensuring alignment with the days and month views.

The issue with the scrollbar in bookings has been fixed. The scroll bar now remains visible in the presence of selected bookings or when none are selected.

Overallocation Issue

In the Accounts Receivable (AR) module, an overallocation issue was identified where top-level allocations were made against multiple items in the same batch without posting the allocations, leading to the bypassing of guards against overallocation. This issue has since been rectified. The Allocations process has been amended to prevent the re-allocation of unposted amounts, resulting in an improvement in overall accuracy.

There was an issue  where WIP for non-chargeable jobs were displayed at client level, this  has now been resolved, and non-chargeable jobs are no longer visible at the client level. In cases where a client only has non-chargeable jobs, the client will not appear in the Billing module.

Configurable Dashboard Report

Users now have the ability to configure the initial report displayed upon launching the Dashboard using the Settings screen within Dashboard Config, enabling a customized experience. System administrators can override these configurations for specific user groups via the Privileges screen in the SETUP module. The "Save As Default" function is limited to customized dashboards and cannot be utilized with system-supplied ones.

Year does not completely update Rolled over Job

Previously, when rolling over a job with a job year field (e.g., 2024), it was not automatically incrementing the job year to the next year (2025). The system now correctly increments the job year when rolling over.

Resolution

Disabling the Ramp extension immediately resolved the latency. Please note that the Ramp extension is not compatible with our Software and may cause Performance issues.

Recommended Action: To ensure optimal performance, disable the Ramp extension in your browser.

How to Disable Ramp Extension Open your browser (e.g. Chrome)

1. Select the three-dot menu (top right) > Extension > Manage Extensions

2. Find Ramp in the list

3. Toggle it off or select Remove

Screenshot below:

There was an issue found in Setup > Privileges> user group> dashboard tab where the left and right arrows did not work so page 2+ of results could not be viewed in the grid. It only displays the first page. This has been fixed.

Expense Type

There was an issue where Expense types search was not working correctly. This is now working as expected.

Stage type names is now included in Budget Templates instead of the Stage description.

Job Budgeting Settings

There was an issue with budgets stages in budget templates being deleted when stage description is edited. This has now been fixed.

There was an issue where the schedule would not open for users who were not Planners, Managers or Supervisors. The correct privilege checks are now applied, ensuring proper access for all authorized users.