Table of Contents
Welcome to the monthly Release Note!
This post will explain all the changes that are due to go live overnight on Wednesday the 12th of February.
Some changes will only apply to specific departments or business units across the group, so don't worry if any of these appear unfamiliar. Please contact your business analyst if you'd like to find out more about any of the changes in this post, or indeed if you have some ideas for change yourself.
Upgrades to Core
17612: Upgrade to Core: Purchase Order View and 18481: Upgrade to Core: Purchase Order Edit and dialogs
Purchase Orders have now been updated to the new interface. The functionality will remain the same as before.
17611: Upgrade to Core: Purchase Invoices View and 18545: Upgrade to Core: Purchase Invoices View Edit
Purchase Invoices have now been updated to the new interface. The functionality will remain the same as before.
Reports
18696: GEG - Edit to Outstanding POs Report
The 'Created By' filter on the Outstanding POs report will now feature as a new column on the report output. This will output the user who created the PO.
Accounts
18434: Apprentice Levy Export
A new page for 'Apprentice Levy Export' has been created within the Accounts tab. This has been developed to allocate apprentice levy per job. This will result in a journal being created that can be exported to the required accounts database.
18671: Client export - ability to create custom CSV exports
Within the 'Client List', users will now see a new button for 'Data Export (CSV)'. This allows the user to export client data at any time.
Edit to Sales Invoice Template
When viewing a Pro-forma or Invoice, users may see a new column for 'Rate'. This will pull from the price of the line. There will be no changes to the process of logging invoices.
Purchasing
18527: POs from Timesheets: 1 PO per job
A change has been made to the 'Create POs from Timesheets page' to ensure that additional time for other jobs across the same dates is not included in the PO. This means that only the lines selected by the user will feature within the PO.
Continuous Improvement
The change requests listed above have been specifically planned and designed for implementation this month. However, there are some additional improvements that have taken place throughout the month too. Should you be interested in finding out more about these, you'll find them outlined in the table below.
- (18667): Recruitment Spreadsheet - Set Weekend Hours to OVERTIME 2
- (18687): Worker - Bulk Edit Contract ajax error
- (18695): Purchase Invoice - foreign key error on accounts database
- (18697): Purchase Invoice - Can't upload scan
- (18699): General Journal Import - should ignore blank lines and should handle formulae
- (18700): Training records - no record found
- (18708): Sales Invoice email - use invoice no. in attachment name if only one invoice
- (18713): Costings - Add plant tab to budget based costings
- (18714): Supplier certifications inactive are disabling supplier for POs
- (18746): Costings search by client ajax error
- (18749): PO From Timesheet - Error when creating for Job Numbers with text
- (18751): Outstanding POs report timeout
- (18753): Timesheet import - duplicate time for facility with same rate
- (18754): Credit Card Import
- (18758): Sales invoice from timesheet - internal server error
- (18759): Employment Intermediaries P/L address fields wrong
- (18760): Apprentice Levy Changes
- (18761): Credit Card Transaction - Incorrect VAT set
- (18762): Logger functionality fix
- (18763): Cost Date For Review - Preventing Duplicate Rows Returning from Stored Procedure
- (18765): IS project changes not being flagged as export to accounts
- (18773): Courses Saving Bug
- (18774): Remove 7zip_BuildScripts
- (18775): Voyager Sync Login Accounts
Working with IT Business Solutions
At times you may have ideas for process or system improvements that you'd like to chat through with someone rather than raising a support ticket. A Business Analyst can act as your first point of contact for such things.
Business Analyst Team
- Kyle Graham: Business Analyst (kyle.graham@gegroup.com)
- Samantha MacIntyre: Business Analyst (samantha.macintyre@gegroup.com)
- Connor Seaton: Business Analyst (connor.seaton@gegroup.com)
- Chris Smith: Business Solutions Manager (chris.smith@gegroup.com)