Summer 2022

Version 2022.2.4

Bug fixes

Bug Fix Reference
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: Intermittent slowness when drafting a new bill after editing another has been resolved by modifying the underlying stored procedure. 23451
Billing: The Edit button on the Approvals tab is now disabled while a bill is loading, preventing multiple selections. Selecting Edit again while a bill is open now displays "You must save current bill before editing another". 23765
Billing: Performance when opening bills from the Edit Bill option on the Approvals tab has been improved for bills with a large number of jobs. All jobs are now retrieved at once rather than individually. 23720
Billing: A memory leak that increased memory usage when switching jobs in the Detailed WIP Allocation tab has been identified and fixed. 21499
Billing: Saving and closing a bill where the client grid contains 200 or more rows no longer causes excessive refresh time. 22784
Billing: The View Client Fees Ledger context menu option on the Billing tab now consistently displays the Fees Ledger for the selected row. A progress overlay prevents a second selection of the same client's Fees Ledger. Note: on very slow networks, the issue could potentially still occur. 12919
Billing: A further improvement to slowness when drafting a new bill after editing another has been applied by amending the underlying stored procedure. 21339
Billing: Reversing an invoice in a non-default currency no longer produces incorrect Currency Receipt amounts. 23349
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: Staff and booking panels no longer go out of alignment when staff are ordered by Start Date. 15751
Scheduling: Staff grid filters now remain intact when the date, schedule status, or stage is changed. 19105
Scheduling: The hourly rate for Staff Type bookings is now looked up correctly. Staff Type records no longer always show a zero value. 17193
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: An issue with the ps_sdlc_tblStaff_SELECT_WallchartByPeriod stored procedure that broke user-defined variants has been corrected. 23722
Scheduling: In Planners Wallchart 2, the Staff Wallchart no longer fails to display data when hours are booked on the final date in the displayed date range. 23453
Scheduling: The start time for recurring bookings is no longer offset by 15 minutes. 23519
UDF: Double-clicking the Save and Close button no longer produces a validation error. 19820
UDF: The Cascade Client changes form now correctly ghosts the appropriate fields. 12468

Version 2022.2.5

Bug fixes

Bug Fix Reference

AR: Cross-currency allocations no longer cause incorrect records in the nominal tables. Changes include:

  • Discounts now record currency amounts and allocate in currency.

  • Split discounts account for currency amounts.

  • An extra column has been added to both grids, with the functional column renamed accordingly.

  • Edits to the new currency columns are manual. Checks ensure amounts total correctly and that currency amounts cannot be placed on the exchange difference account.

  • Receipt Allocation History now records currency allocations for discounts.

  • Undo Allocations and Reverse Item now account for currency on discounts in Receipt Allocation History.

23710
Billing: Superfluous Foreign Exchange profit and loss records (type 23s) generated when the firm switch BillDateIsDateApproved was on have been resolved. These records balanced each other but should not have been generated as the exchange rate for the WIP and Bill remained the same. 23859
Due Dates: When creating a new Due Date process, if a leaver is auto-added to a role (for example, when the template is configured to assign the client or job Partner/Manager), the process now displays the steps with an error message rather than throwing an exception. 21548
Expense Approval: Expenses created without comments can now be approved in the Expense Approval module. 23775
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: Recurring bookings with 'Weekdays only' selected no longer include weekend days. 23838
Scheduling: When creating or editing recurring bookings, switching between the Daily, Weekly, Monthly, and Yearly panels and making changes in more than one panel no longer produces unexpected booking results. Saved data now reflects what is displayed on screen. 19782

Version 2022.2.6

Bug fixes

Bug Fix Reference
AR Provisions: Greyed-out lines in the AR Provisions grid now use a lighter shade of grey for improved readability. 23914