Version 1.108 | General Release

Base URL in Sites Objects – must not use https:// in the URL name
Add extra Candidates, Timesheets, Transactions to an existing Payrun Batch
Delete Payrun Records from an existing Payrun Batch by Bulk
Update for Perm and Fee Invoices and Perm and Fee Credit Notes for United States

Version 1.108

General Release

 

Site URL in Sites Objects – must not use https:// in the URL name

An issue has been found where the Site URL in the Sites Objects contains the http:// or https:// prefix before the URL address and users try to create PDF invoice attachments using the Preview Method on a Consolidated Invoice, or Send by Email on the Consolidated Invoice List View or PDF Scheduler Method. To resolve this, ensure the URL address in the Site URL Field does not contain http:// or https:/ in prefix.

All Tabs > Sites > Edit > Site URL > Delete http://  in https://***.force.com/ so address is  ***.force.com of your client portal.

 

Add extra Candidates, Timesheets, Transactions to an existing Payrun Batch

Users now have the ability to add additional transactions to an existing Payrun Batch. This will allow users the flexibility to add transactions that have been created after the Payrun Batch has been created. For example a timesheet that has been approved late.

Transactions can be added to any Payrun Batch provided that:

  1. The entry date of the transactions falls between the Start and End Date of the Payrun Batch
  2. No Deduction have been created for the Batch.
  3. Transactions meet the filter requirements of the Payrun Batch
  4. The transaction does not have a Payrun Batch Record assigned to it

Transactions can be added at three levels:

  1. By Candidate (this means selected timesheets and its associated transactions of the candidate are able to be added)
  2. By Timesheet (this means selected timesheet and its associated transactions are able to be added)
  3. By Transactions (this means only selected transactions are able to be added)

To add transactions to Payrun Batch:

Payrun Batch > View Payrun > Add to Payrun

 

Delete Payrun Records from an existing Payrun Batch by Bulk

Users now have the ability to remove multiple transactions from an existing Payrun Batch with one process. This can be done as long as deductions have not been created for the Payrun Batch.

Users may wish to remove transaction in instances where they wish to pay for timesheet entries and allowances but not expenses or alternatively where they wish to remove transactions so a timesheet can be modified and transactions re-processed.

To remove transactions

Payrun Batch > View Payrun > Bulk Remove

 

Update for Perm and Fee Invoices and Perm and Fee Credit Notes for United States

“Perm”  and “Fee” Invoices and “Perm” and “Fee” Credit Notes have been updated to better capture the unique requirements of Invoices in the United States.

The following changes have been made:

Invoices/Credit Note

  1. “ABN” field removed from the “From” section
  2. Column called “Amount (ex Tax)” changed to”Rate”
  3. Column called “Amount (AUD)” changed to “Amount”
  4. Tax Column has been removed
  5. The following totals are removed
    1. Sub-Total (ex Tax)
    2. Total GST
  6. “Total (inc. Tax)” changed to just “Total”
  7. “Branch Code” changed to “Routing Number”
  8. “Fax” removed from the remittance section
  9. “Post” changed to “Address”

Note: Changes to Perm and Fee Invoices and Credit Notes were done in TimeCards releases 1.104 and 1.105

To action these changes:

Setup > Develop > Sites > ClientPortal (in SiteLabel) > Public Access Settings > Enabled VisualForce Page Access - Make the following Pages Visible:
  • FeeInvoice_US_v2
  • CreditFeeTempInvoice_US_v2
  • PermInvoice_US_v2
  • Credit_PermInvoice_US_v2

Version 1.107

Changes to Group By mappings on Invoices
Update ‘Exclude from Payrun’ functionality to include Payment/Bridging Check
Hide Leave Types on Timesheet Portal via Award Master

Version 1.107

 

InvoiceFieldsUpdationRule no longer necessary

Critical Set Up – to be done on Install

The workflow rule called ‘InvoiceFieldsUpdationRule’  is required to be disabled. This functionality is now active in code.

To disable:

Setup > Workflow and Approvals > Workflow Rules > InvoiceFieldsUpdationRule

Changes to Group By mappings on Invoices

Several changes have been made to the fields, field population and validation on TimeCards objects.

You can review these changes through the below Google Sheet (requires a Google account to access)

Group by mapping changes →

The following information is captured in this sheet:

  • Field used to determine where Consolidated Invoices are grouped from;
  • Where fields on Job are populated from;
  • Where fields on Placement are populated from;
  • Where fields on Consolidated Invoice are populated from;
  • Validations used when Consolidated Invoices are processed

 

Update ‘Exclude from Payrun’ functionality to include Payment/Bridging Check

A check have been introduced to ensure Payrun functionality will successfully run when there is at least one transaction with  “Exclude from Payrun” =  True and no Pay Transaction created that means the Payrun criteria.

 

Hide Leave Types on Timesheet Portal via Award Master

All leave types were being displayed on the timesheet entry portal regardless if the Award Master section  “Do you wish to set Leave Rates?” has “Hide Option in Portal” for each leave types is true. This meant the candidate could submit leave types which are not recognised by administration. This issue has now been corrected and leave can now be displayed and hidden on the Timesheet Portal for the following Awards –  Ordinary Hours, Regular Hours and Shift Time.

To hide leave types:

  1. Select Award
  2. Restrict Leaves Types = True
  3. Open “Do you wish to set Leave Rates?”
  4. Make “Hide Option in Portal” for desired leave type = True

Version 1.106.9 | General Release

Base URL in Custom Settings no longer required
Minor technical fixes for the following areas

Version 1.106.9

General Release

 

Consolidated Invoice Error when Processing (Field Sets)

Any client who is upgrading their TimeCards, (TCS 1.106.9 or above), and is not doing a clean install must make sure that the following two fields sets have all their fields removed. This is to avoid processing errors when trying to create consolidated invoices.

Transactions Object > Field Sets > Process Payrun (Edit) > Remove all Fields
Transactions Object > Field Sets > ProcessInvoices (Edit) > Remove all Fields

This is the typical message you will receive is when you are trying to process invoices (consolidated invoices) :

Invalid field tc9_ti__Placement__r.ts2__Client__c for tc9_ti__Transaction__c
Error is in expression ‘{!preview}’ in component <apex:commandButton> in page tc9_ti:processinvoice: (tc9_ti)


An unexpected error has occurred. Your solution provider has been notified. (tc9_ti)

Base URL in Custom Settings no longer required

Base URL in custom settings is no longer required for custom invoice templates to be created. Base URL will now be created dynamically.

To remove Base URL

Setup > Develop > Custom Setting > Timecards Config > Base URL

 

Minor technical fixes for the following areas

  1. Create PDF on Preview for Fee, Perm, Credit Note Invoices
  2. Create PDF via Scheduler where more than one type of Invoice Template is required
  3. Exception handling introduced where PDF for invoice is created but no Invoice is linked to consolidated invoice

Version 1.106.5

Award Master Name can be changed
US Invoice Template now has page breaks

Version 1.106.5

Award Master Name can be changed

A fix has been implemented so that the Award Master name can be changed or customised if desired.

US Invoice Template now has page breaks

US Invoices were missing page breaks which was resulting in data incorrectly splitting across pages. This has now been fixed.

Version 1.106.4 | General Release

Fix for “Process Transactions” via Timesheet Manager where Award Master type on Placement = Daily.

Version 1.106.4

General Release

 

Fix for “Process Transactions” via Timesheet Manager where Award Master type on Placement = Daily.

A Generic Error was found to occur when users try to process a Timesheet via Timesheet Manager where the applied Placement has an Award Master type = Daily. This has now been corrected.

All other Award Master types work as expected when transactions for timesheets are created either manually or by Scheduler.

Version 1.106.2

ProcessInvoice Field Set now available on Process Invoices VF Page
Improvements in user notification on the Create New Payrun Batch screen where no transactions meet criteria

Version 1.106.2

ProcessInvoice Field Set now available on Process Invoices VF Page

Users now have the capability to add additional filters to the Process Invoices VF Page. By adding additional fields to the Process Invoices page, users can target specific invoices to be created according to their desired criteria.

Transactions Object > Field Sets > ProcessInvoices (Edit) > Add ‘**Fields**’

Fields added will now be available on the Process Invoices VF page

 

Improvements in user notification on the Create New Payrun Batch screen where no transactions meet criteria

When users attempts to create a Payrun Batch where no transactions meet Payrun Batch criteria, the creation of the Payrun Batch will not display the processing screen. Instead the user will be presented with appropriate an on-page message explaining the reason for the process not proceeding.