V 11.0 Release Notes (2019)
- Provided workflow functionality enhancement
- Added the ability to track staff cost and charge rates
- Enhanced payment and billing pages in the site administration
- A firm can now update a client record to include a phone number for multi-factor authentication
Project Cost Tracking:
- Added the functionality to track project cost for a project
- A firm can add the Employee Cost and the Billing Rates for an employee which is then used to calculate cost and billing
- A firm can set up the Employee Cost and Billing Rates for future dates for an employee
- A firm can edit the time range for Employee Cost and Billing Cost
Session Timeout Enhancements:
- A firm can now setup a session timeout (20 minutes to 120 minutes) for system after which the user will be log out due to inactivity.
- Company can setup a grace period for user (1 minute to 5 minutes) to respond to the inactivity and have the option to keep the session alive
- System will display a message and show the time left before logging out. Users will have the ability to continue the session if they want to continue.
- If system logs out due to inactivity, it will save the time that was spent on a project before logging out
Calendar View For Tasks:
- Workflow Tasks are now displayed in a calendar view
- A calendar icon is provided on dashboard under Workflow Tasks for easy access.
- User can navigate from one month to another.
- The tasks are color coded based on project status on calendar for better visualization.
- Fixed the project search screen where some filters were causing the search to crash the site
V 9.0 Release Notes (2017)
Release 9.5 11/21/2017 Site Security Enhancements Release 9.1 3/20/2017 Fixed issues with calculations on the Corporate Dashboard Enhance client questionnaire interface Provide the option to display project admin tasks to clients User Interface ...
V 10.0 Release Notes (2018)
Release 10.6 11/13/2018 Overdue and upcoming Tasks are now sorted by date and displayed in reverse chronological order by default. The system now, allows user to sort the tasks by date and it automatically saves user’s last sort preference. Enhanced ...
V 12.0 Release Notes (2020)
Release 12.5 Release date: 9/12/2020 Enhancements Provide the firm the ability to change, add, and delete high level project status Enhanced both public notes and internal notes to include formatting Enhanced notes display area and included user ...
V 13.0 Release Notes (2021)
Release 13.52 Release date: 2/27/2021 Resolved issue with multiple file download. This issue was occurring when trying to download multiple files at once where and the system errors out indicated that one of the file is now found. Release 13.5 ...
V 14.0 Release Notes (2022)
Release 14.2 Release date: September 2022 Bug fixes Release 14.1 Release date: August 2022 User logins is now tracked in the system. You can see client last login on the client user accounts tab. Added workflow status tracker on the overdue tasks ...