20639: Documents on Individual Weekly Timesheets to pull into Sales Invoices from Timesheets

New functionality has been introduced to allow documents uploaded to individual weekly timesheets to pull into the documents tab of sales invoices, if created via the create from timesheets process. Within the documents tab, the user can specify which ‘Type’ the document is. 

• General type documents are for internal use, and will not pull through onto the Documents tab of the sales invoice
• Invoice Backup type documents will pull through onto the Documents tab of the sales invoice

21197: Remaining Budget Hours on Staff Timesheets Calculation

This provides real-time visibility of remaining project budget hours to timesheet users, approvers, and project owners by automatically recalculating budget hours when a timesheet owner clicks ‘save’ on a staff timesheet, or when time is removed and the timesheet is resaved.

21539: Timesheet Approval Notifications

To increase visibility within the timesheet approval process, email notifications have been set up for the following;

• Timesheet Approvers receive an email when a timesheet has been submitted that requires their approval
• Timesheet Owners receive an email when their timesheet has been approved

Please note the notifications are driven by personal preferences:

21664: Sales Invoices tab on Staff Timesheets

A new ‘Sales Invoices’ tab has been added to staff timesheets. This tab provides visibility of any sales invoices created using the existing ‘Invoice from timesheets’ process and allows users to navigate directly to those invoices. Please note that existing invoicing workflows and invoice-to-timesheet functions remain unchanged.

22021: Recharge Charge Rates Action on Completed Timesheets

A ‘Recharge Charge Rates’ button has been added to the timesheet approval screen. The button will re-run the existing charge rate calculation logic against all timesheet entries; update any entries where the calculated charge rate differs from the stored charge rate; and prevent recalculation where any affected time records have already been linked to a Purchase Order or Sales Invoice.

20147: Automatic Email Reminders

A new database job has been created to automatically email suppliers when they have certification due to expire. A new report subscription has also been added to monitor live POs against suppliers who have expiring certifications. Please contact your business analyst to learn more.

21423: Open Flag on Activities

A new ‘Is Open’ flag will be seen on activities within both Standard and IS Projects, which will default to being ticked.

If this is unticked, this will hide the activity when creating POs or keying time against the associated job. Please note this will have no impact on costings or reports.

21970: Report Improvements

• Project Time and Purchase Costs - data columns have been added for Job Name, Activity Code, Activity Name, Client Name, and Client PO Ref.
• Time Breakdown by Dates - data columns have been added for Job Name, Client Name, and Client PO Ref.
• Sales Invoice Summary - data columns have been added for Job Name, Activity Name, Client Name, and Client PO Ref.
• Sales Remaining Budget - data columns have been added for Client Name, and Client PO Ref. The date filters have been changed so they apply to the time and sales records, not the project dates.

22582: PO Lines

A new column for ‘Stage’ has been added to the PO lines report. This will show whether the PO is in draft, approved, or unapproved.

21786: Link to Support Centre

When using the EVOX Mobile APP, you can now access the EVOX Support Centre from the Settings Menu.