Fall 2022
Version 2022.4.0
Enhancements
| Enhancement | Reference |
|---|---|
| Due Dates: A new toolbar in the Edit Due Date Process window gives direct access to options previously available only via a right-click context menu within the grid. The toolbar includes an Add Process option for users with the Add Process privilege. A Gantt View toggle can also display a Gantt graph view of the process. The Add Process option is not available when viewing a process via the Active Steps list or Search utility on the Home Page. | 20411 |
| Job Budgeting: The main menu item previously labelled 'Select Jobs' has been relabelled 'Select Budgeted' to better reflect its function. Its functionality is unchanged. | 9832 |
| Job Budgeting: Copy and paste is now supported in the Budget tab. Positive numeric values can be copied from an existing grid row or any other text source and pasted into one or more selected rows. Pasted values are rounded to two decimal places. When pasting from an existing grid row, the appropriate Budgeted Hours or Adjusted Hours are used. Browser clipboard permissions may prompt users to grant access when pasting. | 20118 |
| Job Budgeting: A new numerical input field adjacent to the Durations button allows users to enter ad hoc duration values that can be dragged and dropped into the grid, without needing to define a reusable Duration. Multiple row selection is supported. Unlike pre-defined Durations, which increment existing values, ad hoc values overwrite existing values on the target line. Drag and drop is bi-directional: lines can be dragged onto the value input field to apply that value to the dropped rows. | 20109 |
| Time and Expenses: When uploading files with extensions .png, .jpg, .docx, .doc, .xlsx, .xls, .pdf, or .jpeg, the application now checks the file signature and only permits files whose content matches their extension. Warning messages in the Upload dialog flag any invalid signatures. | 22733 |
| Time and Expenses: The 'Period Ending' label and value has been reinstated under the staff member's name. | 20368 |
| Time and Expenses: The Expense Approvals Details grid now supports grouping. Approvers can group by the Receipt File column in the Approvals grid, with the sum of expense amounts displayed in the grouping header. This helps approvers review claims that share the same receipt file name. | 15128 |
Bug fixes
| Bug Fix | Reference |
|---|---|
| Due Dates: Users with only View entity restrictions could incorrectly change the Process Description, Replicate Flag, and Rollover Flag on the process header in the View Process screen. This has been corrected. | 21145 |
| Due Dates: Users could complete Steps in the Active Steps Home Page even if they were not the assigned Staff and had only View access to the Job due to entity restrictions. This has been corrected. | 21102 |
| Due Dates: View Only Entity Restrictions incorrectly denied access to the View Process and View Job actions in the Active tab/home page. This has been corrected. | 20773 |
|
Due Dates: The Complete Steps window now displays only when the user selects multiple steps, a single step requiring further action or review before completion, or the final step in a process. Previously, it displayed even when completing a single step requiring no further action. |
20410 |
| Due Dates: The Due Dates Process window now scales to fit the width of the window so all columns are visible without scrolling. Window re-sizing is preserved. | 20409 |
| Due Dates: The first column in the Active Due Dates grid on the home page no longer displays the erroneous header text 'Icon Placeholder'. The header is now blank as intended. | 20391 |
| Due Dates: Grid column grouping changes in the Due Dates Active Steps screen are now saved automatically. | 20351 |
| SSRS Reporting: Reports now display in a new tab, leaving the parameters tab open. A previous fix (Ref. 8543 in 2021.2.0.2) had caused reports to display within the parameters tab instead. | 15437 |
| Time and Expenses: Saving a time line linked to a JobLaborCategoryID greater than 999,999 no longer produces an "Incorrect Syntax" error. The issue in the underlying stored procedure has been resolved. | 21753 |
| Time and Expenses: The Expenses and Credit Card Expenses grids now support column moving, column sorting, and hiding of certain columns via the grid column menu, in line with other grids in the system. Users cannot hide editable or important columns. | 21745 |
| Time and Expenses: Job Type filtering in Expense Details now applies correctly to Expense Type selection filtering. | 21742 |
| Time and Expenses: The VAT amount field on the Expense Details form in Expense Approvals is now enabled when firm settings allow editing of VAT. | 20744 |
| Time and Expenses: An Internal Server Error that appeared after editing unapproved Credit Card Expenses has been fixed. Credit card expenses now save correctly. | 20617 |
| Time and Expenses: After splitting extra hours between TOIL and overtime and submitting the timesheet, the application no longer displays the error "Claim error: Splits do not add up." This has been corrected by an amendment to the underlying stored procedure. | 20614 |
| Time and Expenses: When uploading expense receipts with the same name, the application now appends "(n)" to ensure filename uniqueness rather than overwriting the previous version. | 20477 |
| Time and Expenses: Pressing Tab at the end of a time line now moves the cursor to the date field in the new row rather than placing it on a toolbar button. | 20362 |
| Time and Expenses: A generic error dialog that sometimes appeared on opening has been resolved by an amendment to an underlying stored procedure. | 21234 |
|
Time and Expenses: A new firm personal setting, AttachmentFilterReceipt, can be configured to define a custom comma-delimited list of permitted file extensions (for example, ".PNG,.JPG,.PDF"). Do not enter spaces after the comma delimiters. If AttachmentFilterReceipt is defined (not blank), any exclusion list defined in tblExtensionExclusions (Ref. 2865) is ignored. If AttachmentFilterReceipt is undefined (blank), any exclusion list in tblExtensionExclusions applies. The personal setting AttachmentFilterPM continues to apply for Transactional Note attachments. |
20269 |
| Time and Expenses: Users can no longer post time to charge accounts linked to benefit types. This has been corrected by an amendment to the underlying stored procedure. | 4961 |
| Time and Expenses: If a saved line is edited and the date is not within the current period, the date field is now handled correctly and no longer results in an error 500 and closure of the module. | 4188 |
Version 2022.4.1
Enhancements
| Enhancement | Reference |
|---|---|
|
Billing: The Billing module has been integrated with the Avalara Tax Calculation engine, which automates tax calculation based on geographic location, item taxability, legislative changes, tax regulations, and other factors, to provide accurate tax information when billing specific jobs. Consulting Services is required to activate this enhancement. Refer to Consultant notes for setup and configuration details. |
17821 |
|
UDF: The application can now be integrated with the Avalara Tax Calculation engine, governed by a new switch in tblLedgers. Consulting Services is required to activate this enhancement. |
16744 |
|
UDF: A Taxable flag has been added to the Job UDF form as part of the Avalara integration, to determine whether to make an API call on a job. Consulting Services is required to activate this enhancement. |
16746 |
|
UDF: The following address fields have been added for the Avalara integration: ShipToAddressLine1, ShipToAddressLine2, ShipToState, ShipToZipCode, ShipToCity, and Taxable. These fields are used by the Avalara tax calculation engine to determine and calculate tax for the specified job. In Star PM, these fields are not visible. In Star PDM, these fields are visible but optional. Consulting Services is required to activate Avalara functionality. |
16747 |
Bug fixes
| Bug Fix | Reference |
|---|---|
|
All modules: The admin package for 2022.4.0 failed with "Trim is not a recognized built-in function name" on SQL Server 2016 or lower. This has been corrected. Note: SQL Server 2016 has reached end of mainstream Microsoft support. Firms are encouraged to upgrade at the earliest opportunity. |
23718 |
| AR: The AR Batches Main Grid now includes a date picker to filter by Approved Date. | 23706 |
| AR: When cross-entity allocations are reversed, the entity assigned to the AR Reversal is now correct. Allocation Approval, Reversal, and Transfer of Unallocated Cash have all been corrected. | 23679 |
| Billing: Reversing a bill with Advanced Admin Fees now correctly includes the Admin Fee values in the Allocation values. | 19131 |
| Billing: Saving and closing a bill where the client grid contains 200 or more rows no longer causes excessive refresh time. Performance has been improved. | 22784 |
| Billing: Intermittent slowness when adding jobs to a new bill after editing another bill has been resolved by modifying the underlying stored procedure. | 21339 |
| Billing: Re-ordering bill text lines no longer causes text lines to disappear or produces an intermittent error message. | 23528 |
| Billing: When using Basic Admin Fees, only users with the Edit Bill VAT privilege can now edit the Admin Fee value. | 23714 |
| Staff Scheduling: An issue with the ps_sdlc_tblStaff_SELECT_WallchartByPeriod stored procedure that broke user-defined variants has been corrected. | 23722 |
|
Staff Scheduling: Drag and drop of bookings in Staff Planner has been improved. Bookings now display as they are dragged between panels. Dropping a booking outside a valid target now does nothing. Bookings can be dropped onto non-empty cells. Dropping onto a self-service job is prevented. The Reallocate Staff context menu option on the schedule panels now works correctly. |
23570 |
Version 2022.4.2
Bug fixes
| Bug Fix | Reference |
|---|---|
| Dashboard: An issue with the editing and rendering of dashboards has been fixed. | 23741 |
Version 2022.4.3
Bug fixes
| Bug Fix | Reference |
|---|---|
| Expense Approval: Child items for a parent row in the approval grid now display under the correct row when grouped by Staff, resolving a mismatch in total amounts. | 23759 |
| Expense Approval: Child grids are now uniquely named, preventing them from overlapping when parent rows are expanded. All instances of the grid can now be selected. | 23819 |
| Scheduling: The loss of a user session no longer triggers a persistent silent loop error that created numerous entries in the event log as Anti-Forgery token errors. | 19563 |
| Scheduling: Staff grid filters now remain intact when the date, schedule status, or stage is changed. | 19105 |
| Scheduling: Staff and booking panels no longer go out of alignment when staff are ordered by Start Date. | 15751 |
| Scheduling: In Schedule Wallchart, Staff Type bookings now display the Staff Type name rather than a Staff Name, preventing drag and drop failures caused by incorrect start and leave date lookups. | 13249 |
| Scheduling: The hourly rate for Staff Type bookings is now looked up correctly. Staff Type records no longer always show a zero value. | 17193 |
Version 2022.4.4
Enhancements
| Enhancement | Reference |
|---|---|
| Credit Control: A "Mail To..." context menu item has been added to the Invoice and Notes grids, enabling emailing of bills and transactional note attachments. The Mail To feature uses the same email settings as E-billing. | 12544 |
| Credit Control: Aging and Balance grid column groups can now be reordered in Credit Control. | 19098 |
Bug fixes
| Bug Fix | Reference |
|---|---|
| AR: The Client Fees tab grid paging size can now be set by the user in the Client Fees and WIP Grids. Previously it was fixed at 25 rows per page. | 23906 |
|
AR: Cross-currency allocations no longer cause incorrect records in the nominal tables. Changes include:
|
23710 |
| AR Provisions: Greyed-out lines in the AR Provisions grid now use a lighter shade of grey for improved readability. | 23914 |
| Billing: Superfluous Foreign Exchange profit and loss records (type 23s) that were generated when the firm switch BillDateIsDateApproved was on have been resolved. These records were equal and opposite in value and balanced each other, but should not have been generated as the exchange rate for the WIP and Bill remained the same. | 23859 |
| Billing: Future bill invoice text edited in Job Future Billing now appears on the bill by default in Billing. | 22626 |
| Billing: The WPNoWIPProvInTblWIP switch is now honored correctly in all circumstances, resolving an issue with the billing provision amount calculation. | 15259 |
| Credit Control: Multiple column sorting is now supported in all Credit Control grids. | 23903 |
| Credit Control: Filter row dropdowns in all Credit Control grids now open automatically when the user selects the filter field. | 23904 |
| Credit Control: Sub-header column text color in Aging and Balances is now consistent with main column headers. | 23907 |
| Dashboard: Radial Gauge controls in the Dashboard config module can now be edited correctly. | 23803 |
| Expense Approval: Expenses created without comments can now be approved in the Expense Approval module. | 23775 |
| Time and Expenses: Expense analysis level dropdowns are now sorted alphabetically at all levels. | 23899 |
| UDF: Multiline text boxes on all custom forms now display text in black. | 23902 |