Feature Revisions
Timesheets
- Daily Approval
- A notes column has been added into the timesheet grid to display the notes at line level. Hovering on the pencil provides a text popup area to read lengthier notes.
- The Job Manager selection is now governed by the new Timesheet permission 'Can Change Job Manager'. It is not automatically granted to any role aside from 'Administrator'. If the permission is not given, the list displays only the logged in user as Job Manager, and the control displays in grey and is disabled.
Jobs
- Budget
- When the options 'Enforce budget' or 'Warn if no Budget' are selected then this is checked against the job, and if no budget is defined on the job then it is checked against the parent job, and if that also does not exist then it is checked against the grand parent job. Previously this check was only performed on the budget of the job itself.
Purchase Requisitions
- Purchase Requisitions List
- The Comments column will now display a tick if either the Purchase Requisition comments fields have an entry or any comments have been made during its workflow process. Previously the tick was only displayed when a comment was made on the PR specifically.
- Review
- The 'Save' button is now available to the Reviewer to save their changes WITHOUT completing their review.
- Approval
- The 'Save' button is now available to the Approver to save their changes WITHOUT approving.
- A global Setting called 'Purchase Requisition Supplier Mandatory' has been introduced. If this is ticked then the supplier becomes a mandatory field at PR approval stage, otherwise it is optional. The system default for this is unticked and reflects the pre-feature behaviour where the supplier was optional.
- Email Notifications
- All PR email notifications now use Hangfire and are stored in Emails table. They are thus visible from the ‘Email Status List’ screen and reset for resending if required.
- The Purchase Requisition number is now appended to all email subjects to provided further detail.
- The email notification subject sent when a PR is converted to a PO is now "Purchase Order xxx Created for PRAK-00018" where xxx is the PO number created and PRAK-00018 the PR number.
Batches
- AR Credits
- AR credits were previously included in the AR Invoice batch, they are now in a dedicated AR Credit batch.
Integration
- MYOB
- When importing clients and suppliers from MYOB, now the following applies:
- Do not process any client or supplier Clients or suppliers where the Card Display ID (DisplayID) is empty (i.e. *None)
- Always populate Companies.CompanyCode with the Card ID
- Always populate the Companies.AlphaCode with the first 40 are not transferred
- The AlphaCode is set as the first 10 characters (capitalised) of the company name
- When importing clients and suppliers from MYOB, now the following applies:
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