Welcome to the Monthly Release Note!

This post will explain all the changes that are due to go live overnight on Wednesday the 14th of May.

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.  

Accounts

18420: Sales Invoices - ability to send email to client chasing payment
A new button for 'Send Reminder' is now visible on confirmed invoices. If clicked, a pop-up will appear with pre-configured text chasing the client for payment. Users will be able to amend the body of the email if required. A copy of the invoice will also be attached to the email for the client's reference.

18950: Amendments to Apprentice Levy Export
When processing the Apprentice Levy Export, a new page will appear for users to select the payroll job costings to process within the date range inputted. The export will then caclulate the percentage per lines as normal.

18957: Sales Invoice Terms PDF
Within Sales Invoices, there will be an option to add terms to pro-formas/invoices. If configured, this will attach terms to the invoice being emailed out to the client. Please note that this is based on a setting so this shouldn't impact businesses not using this functionality.
Please contact your business analyst if this is something you would like to learn more about.
 

Project Control

19043: IS Projects - ability to set or edit scope activity code
Within IS Projects, users now have the ability to edit the activity code set within the WBS. Please note that is permission based, please contact your business analyst if you would like to learn more.

Reports

18849: Training Status Matrix Report - filter for archived records
A new filter for 'Exclude Archived Records' will be seen on the Training Status Matrix report. If ticked, the output will not include any training records that have been archived. If not ticked, this will output as normal and include records that have been archived.

18918: New column to PO Lines Report
A new column for 'Status' has been added to the PO Lines report. This will state either Live or Closed, depending on the status of the Purchase Order.

19006: Staff Timesheets Oustanding Report
A new filter for department has been added to the Staff Timesheets Outstanding report. The output will also feature a new column for department of the personnel.

Purchasing

18952: Credit Card Importer - set delivery date
When importing credit card transactions, a new field for delivery date will be visible. Users will determine the delivery date that is to be set on all POs created.
 

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.

•    (18970): Project Export showing inactive jobs
•    (18984): PO Receipts - can't access page
•    (18985): PO Registers Material Link
•    (18988): PO Contact Order
•    (18989): Purchase Invoice - Add lines from different PO not saving
•    (18990): Duplicate financial approval date on project control edit
•    (18994): Purchase Invoice - Can't submit more than 200 lines
•    (18996): Invoice Check POs
•    (18997): PO Item JS Tree
•    (18998): PO Receipt Save Supplier
•    (18999): Email Dialog Bugs
•    (19001): Receipt Page Access
•    (19002): Correct Approval Button Formats to Match that of Project Approval
•    (19003): Submit Receipt Data
•    (19004): Invoice Scan Redirect Issue
•    (19007): Autocomplete PO Item Details
•    (19012): Cost Split Line Calculation
•    (19013): Hidden PO Lines
•    (19016): PO Receipts - Supplier incorrect
•    (19017): PO minor changes
•    (19021): PO Extended Price & Invoiced Warning Fixes
•    (19022): PO Receipts Sorting
•    (19027): Allow User to Request Status Change When Lacking Right to do it themselves
•    (19030): PO Line - Recharge Client
•    (19031): PO Lines Table Fix
•    (19033): PO Receipts - Add function to download scan
•    (19035): Hire Register JavaScript Error
•    (19036): Clients - Project Links
•    (19037): Worker Payroll Export Code Fix
•    (19039): Project Search Error
•    (19040): PO Currency Implementation
•    (19041): PO Signatures
•    (19042): Cost Summary Tab Error
•    (19046): PO Search
•    (19049): Invoice cost split lines from PO lookup
•    (19053): Project Export - Remove job from export
•    (19054): Purchase Invoice Line Indexes
•    (19055): Check on IS Subtask Creation
•    (19056): Costings Summary Report error
•    (19057): PO Lines Tooltip
•    (19058): PI Export PO Approvals
•    (19059): Credit card imports - no delivery date on PO
•    (19062): Purchase Invoice CC Transactions
•    (19065): PO Supplier Contact Validation
•    (19066): Facility List
•    (19067): Hire Register Errors
•    (19072): Comments Field Logistics Tab PO
•    (19074): Not able to review a draft PO
 

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
• Connor Seaton: Business Analyst
• Samantha MacIntyre: Business Analyst 
• Chris Smith: Business Solutions Manager