V 11.0 Release Notes (2019)

V 11.0 Release Notes (2019)

Release 11.4

6/30/2019

  • Provided workflow functionality enhancement
  • Added the ability to track staff cost and charge rates
  • Enhanced payment and billing  pages in the site administration


Release 11.0

1/21/2019
Multi-Factor Enhancement:
  • A firm can now update a client record to include a phone number for multi-factor authentication
Time Tracking: 
  • Added the functionality to track time on a project
  • A firm can turn on project time tracking in the Administration-> Company Preferences
  • Project Time can be track in two ways: 
    1. Auto Tracking: System will automatically start a time each time a staff member is on a project.
    2. Manual Tracking: Staff will have to record hours similar to timesheet system
  • A firm can select a number of preferences regarding the functionality: 
    1. Required Comments: Turning this option on, will require that a staff member provide comments to any manual time tracking entries. 
    2. Required Change Reason:  Turing this option, will require a staff member to enter a reason if they change a previously recorded time entry, whether it was manually or automatically recorded
    3. Minimum Threshold: This option allows a firm to determine what is the minimum amount of time will have to pass on a project detail screen before the time is actually recorded on the project.
    4. Time Rounding: Allow a firm to set how time is rounded when recorded automatically  on a project
  • Staff can edit the time they spent on a project manually and provide a reason for such change.
  • Staff can view their monthly timesheet.
  • Management can view time tracking for all the employees.
  • Add Staff Timesheet report, where manager can view a staff member timesheet
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.
Defects:
  • Fixed the project search screen where some filters were causing the search to crash the site
 
    • Related Articles

    • 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 14.0 Release date: June 2022       Custom Fields: System admin will now have the ability to add custom fields to projects and client records. System admin can indicate whether each field is visible and/or editable by the client. All staff ...