Version 1.117.1 | General Release

Consolidated Invoice Logos

Version 1.117.1

General Release

 

Consolidated Invoice Logos

Critical Setup Required

New validations and requirements have been added in relation to the logos to be used on Consolidated Invoices to improve processing and ensure SalesForce limits are catered for.

When creating Consolidated Invoices the logo to be used on the PDF will continue to be taken from the related Billing Entity however the following changes will apply:

  • The logo’s file type must be a .jpg
  • The logos file size must be no greater than 135kb
  • The logos file name must be “Logo.jpg”. This is not case sensitive
  • In the event that there is more than one file with the name “Logo.jpg” the most recently created file will used

Critical Setup includes –

For each of the Organisation’s Billing Entities

  • Ensure the logo file type is a .jpg
  • Ensure the logos file size is no greater than 135kb
  • Ensure logos file name is “Logo.jpg”. This is not case sensitive.

Version 1.116.1 | General Release

Populating Account lookups on jobs using Job Configurator
Populating Job Order lookups on placements using Placement Configurator
Token expiry date not being updated

Version 1.116.1

General Release

 

Populating Account lookups on jobs using Job Configurator

The Job Order Configurator functionality has been updated to enable the population of Account lookup fields on the Job Order object with same Client (Account) that the Job Order was created from. Now, in the Job Order Configurator custom setting if the Client Field is defined as “id” the Job Order Field defined will be populated with the Job Orders related Client.

 

Populating Job Order lookups on placements using Placement Configurator

The Placement Configurator functionality has been updated to enable the population of Job Order lookup fields on the Placement object with same Job Order that the Placement was created from. Now, in the Placement Configurator custom setting, if the Job Order Field is defined as “id” the Placement Field defined will be populated with the Placements related Job Order.

 

Token expiry date not being updated

Previously there were instances where when a timesheet was submitted or the send second approver button is clicked the link token expiry was not updating so the tokens were expiring before they could be used by the Approver. An update has now been made so link tokens will be extended to last a minimum of 7 days.

Version 1.113.2 | General Release

Process Invoice – Issue fixed when validation error occurs
Process Transactions – Issue fixed when generic error occurs and leading to invalid transactions being processed
Sending of Invoice by Email when Delivery Method = ‘Email with URL online link’ Error
Timesheet Entry Portal Attachment Summary Issue fixed

Version 1.113.2

General Release

Process Invoice – Issue fixed when validation error occurs

There was a scenario where 2 invoices will be created when ‘Process Invoices’ process is run and one invoice fails due to missing data or set up and the one invoice successfully creates. This issue has now been fixed so one invoice is successfully created whilst a debug log is correctly created to report the issue for the invoice that failed and all data is successfully rolled back so transactions can be included in future.

 

Process Transactions – Issue fixed when generic error occurs and leading to invalid transactions being processed

There was a scenario where timesheets are expected to fail to process as transactions due to bad data, however do get processed when a generic error occurs during transaction processing. This error has now been fixed and only valid data on timesheets will be processed.

 

Sending of Invoice by Email when Delivery Method = ‘Email with URL online link’ Error

An issue has been fixed that prevented consolidated invoices being sent by email via consolidated invoice record when delivery method = ‘Email with URL online link’. User can now send invoices using this delivery method.

 

Timesheet Entry Portal Attachment Summary Issue fixed

Candidates Timesheet Entry Portal includes a summary section listing all uploaded attachments to the timesheet. There was a scenario where one attachment is deleted and other uploaded attachments also become deleted. This has now been fixed.

Version 1.112.2 | General Release

Page Break fixes on Temp v2 and Temp US v2

Version 1.112.2

General Release

Page Break fixes on Temp v2 and Temp US v2

Corrections have been made to the Temp v2 and Temp US v2 invoice layouts so that unnecessary page breaks do not occur on invoice layouts.

Version 1.111.1 | General Release

AM/PM issue on Timesheet Entry Portal
Picklist fields on ProcessInvoice Field Set added to Process Invoice causing issue

Version 1.111.1

General Release

AM/PM issue on Timesheet Entry Portal

An issue was reported when time is entered for a Timesheet in 12 hour format, where times entered as ‘PM’ were reverting to ‘AM’, thus throwing out Hours Actual. For Example, 9:00am – 5:00pm was appearing as 9:00am – 5:00am, which resulted in 20 hours recorded as opposed to 8 hours.

This has now been resolved and AM/PM will register and display correctly for all start and end times.

 

Picklist fields on ProcessInvoice Field Set added to Process Invoice causing issue

Where a picklist field is added to the ‘Process Invoice’ page via the ‘ProcessInvoice’ field set found on the Transaction object, an issue was reported when this field is used as a filter when attempting to process invoices.

This issue is now fixed and users can add picklist field to the ProcessInvoice field set for use as filters when processing invoices.