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21 Aug 2017

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  • Attendance  - A daily period Attendance popup is now available from the standard timesheet entry screen i.e. Daily or Weekly, and allows the capture of 2 daily attendance periods. The popup assumes non-overlapping periods, and provides a visual comparison to the total time entry hours per day.

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  • Start and End times - Are now available at a time entry level for Daily and Mobile timesheets. These are enabled from the 'TimesheetDaily' option of grid management.

Reports Text

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  • The Report Text popup is the standard mechanism for defining, adding and editing the report text fragments into specific document instances. The supported documents are - AR invoices / credits, AP invoices / credits, Purchase Orders, and Work Orders.

  • Report Text fragments are maintained from the Report Text List and Detail popup. This allows for standardised texts to be set up for header and footer per document type; there are no default texts defined.

  • The report texts may be included into a document using the Report Text button. The text fragments are supported in the following standard reports:

    • ARInvoice.rdl

    • ARInvoice_SalesCode.rdl

    • ARInvoice_WC.rdl

    • ARInvoiceSummary.rdl

    • PurchaseOrder.rdl

    • PurchaseOrderUnpriced.rdl

    • WorkOrder.rdl

    • PaymentClaimInvoice.rdl

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  • Claim Schedule Details - The Job Work Centre description is now always displayed in the grid. A display issue previously displayed the general description.
  • Retentions Job - The definition of the retentions job has been migrated to the Financial Company Details screen to allow for greater future extensibility. On installation of this release the retention job in the financial company will be initialised to be the existing value of the control parameter 'Retention Job', which was the definition element. Claims based invoicing now references this new definition in Financial Company. There will not be any behaviour changes due to the migration.

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  • Setup Wizard - The wizard now correctly validates the Control.FinancialSystem length. Previously is was more restrictive than the database size.


Integration

  • Exports
    • The existence of an AP account is now checked on export of AP invoices. Previously a general error message was displayed.
    • File based exports are now supported for financial integration.  Currently MYOB and Xero exports are compatible, although other file based exports can be achieved with some simple changes 
    • GL entries for recoveries on labour and plant exports now include the profit centre of the person or plant item along with the GL Code.
  • MYOB
    • Missing street address exceptions arising from companies originating from MYOB are now handled.

    • The option to include the Job Code on MYOB exports has been added. This is switched on if the 'MYOB Job Field' control parameter is set to 'Job'.  If a job does not exist in MYOB, then the Job field is not populated - there is no error reported.

  • Xero

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