Version 1.109

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Version 1.108 | General Release
Version 1.109.1

Version 1.109

Bulk Printing of Consolidated Invoices – Note: This requires set up with Google (Details to be provided)

A new button is available in Consolidated Invoice List view called “Save and Print”. When selected this button will merge all selected invoices that have an existing ‘active’ PDF attachment, (you can see this by checking if ‘PDF Generated’ = True), sort them by Invoice Record Type (ie. Temp, Perm and then save as one PDF file.

Note: If ‘PDF Generated’ is not ‘True’ then the Consolidated Invoice will not be included in the merged file.

To use this function – Apply the following steps

  1. 1. Setup > Develop > Custom Setting > Timecards Config > Base URL - add the base URL of your Client Portal. 
  2. 2. Consolidated Invoices > Go (All) List View > Mark desired Invoices for printing as ‘True’ > Save and Print

Note: If ‘PDF Generated’ is not ‘True’ then the Consolidated Invoice will not be included in the merged file.

Note 2: This system can handle merging approximately 100 invoices on the one file. It is not recommended to merge greater than 100 Invoices.

Note 3: This function differs from “Print” button also on the Consolidated Invoice. Save and Print Merges Invoices with existing PDF Attachment and save as a PDF File.. Print function will create PDF attachment where PDF does not exist however has limited ability to Merge and Save files.

 

Split Consolidated Invoice by Invoice Split

Invoices can now be split by defined periods depending on billing requirements. Invoices can be split by either Month or Timesheet.

When Invoice Split = Month is chosen for an Account, only transactions with an entry date that falls within a particular month will be included in an Invoice belonging to that particular account.

When Invoice Split = Timesheet is chosen for an Account, only transactions with an entry date that falls within a particular timesheet frequency will be included in an Invoice belonging to that particular account.

If no split is required then Invoice Split in the Account can be left blank or ‘No Split’ can be selected.

To set up Invoice Split:

Account > Invoice Split  (select ‘No Split’, ‘Month’, ‘Timesheet’)

 

Bulk Emailing of Invoice with Group by = Client

An option to combine all invoices on the one email where group by type is Client has been implemented. Clients may opt to activate this setting where they prefer to receive all invoices in one place rather than receiving many emails where multiple invoices exists.

To enable this option:

Contact >  Merge Invoice Emails = True. 

Where “Invoice Group By” = “Client” and multiple Invoices have a common Client, all Invoices will be sent on the one email.

Note: New functionality will also apply where Invoice CC is used. If invoices have the same Client and Invoice CC, then only one email shall be sent. If Invoices have different CC, then emails will be divided up and sent accordingly.

 

Send Timesheet Attachments with Invoices

Accounts can now be set so that where a Candidate has uploaded a timesheet attachment with a submitted Timesheet online via Timesheet Entry Portal, these attachment will be included with invoices for applicable accounts.

To enable this option:

Accounts > Timesheet Attachments with Invoice = True

Note: Backing sheets will continue to be included with invoices unless disabled. To disable:

Assuming Backing Sheets is enabled at Org level (i.e.Setup > Develop > Custom Setting > Timecards Config > Enable Backing Sheets = True) then Accounts > Backing Sheet Exception = True.

 

Reason for Timesheet Rejection now displayed on Timesheet Entry Portal

Where a timesheet is rejected and a reason for the timesheet rejection has been provided, this reason will be displayed above the rejected Timesheet on the candidate’s Timesheet Entry portal.

 

Timesheet Entry Line can be ‘flagged’ where Timesheet is set to ‘total hours’ format

Timesheet Entry ‘Flagged’ function has now been modified to work where Timesheet are submitted using Total Hours and Standard Time Hours.

Where Setup > Develop > Custom Setting > Timecards Config > Timesheet Entry Hours  = True and number of hours entered for timesheet entry line via timesheet is less than standard hours defined in the placement, then ‘Flagged’ for the Timesheet Entry Line shall be true.  

 

Invoice Processing of Fees – Created Start Date and End Date

When using ‘Process Invoice’ function and Date Type Filter = Created Date. Created Start Date will apply from the date used in and Created End Date will apply from the date used. For example if we want to filter for transactions created on 12/04/2016. Created Started Date can be 12/04/2016 and Created End Date can be 12/04/2016. Previously Created Start Date had to be 11/04/2016 and Created End Date had to be 13/04/2016.

 

Invoice Processing of Fees – Date Type Filters can only use Created Date.

On the Process Invoice page when the Invoice Type = Fee, users will only be able to utilise the ‘Created Date’ Date Type. If the user selects ‘Entry Date’ or ‘Timesheet End Date’ they will be met with an error message on click of the Process button.

This is because Created Date is the only applicable Date Type for Fees. Fees are not associated with timesheets and thus cannot have a Timesheet End Date. They also do not have an Entry Date like a transaction, as they are not associated with specific timesheet entries.

 

Approver Details Page in Client Portal now lists Candidate

The Client field has been changed on Approver Details Page of Client Approval Portal and now lists the Candidate’s name instead.

 

Descriptions added to selected fields on Custom Setting > TimeCards System (Part 1)

Descriptions added to selected fields on Set Up > Develop > Custom Setting > TimeCards System. This will assist users with understanding the purpose of fields. Remaining fields will be updated in the 1.110 release.

 

Layout Improvements to Temp Invoices for Australia and US.

The following invoices have received slight modifications so that layout and format is consistent from one page to the next:

TempInvoice v2

TempInvoiceUS v2

 

Rollback of invoices where record lock event occurs

Where a record lock of data occurs during running of “Process Invoice” function then all Invoices will be rolled back so transactions can be processed for invoices at a later point in time.

 

RemoveTransactionsFromPayrun VF page and PreviewPayrun VF page will open on its own Window

When user clicks ‘View Payrun’ or ‘Bulk Remove ‘ button from Payrun Batches windows, then the associated VisualForce pages will open in a brand new window.

 

User can exit Payrun VF page via ‘Close’ button

A new button has been added to Payrun VF page called ‘Close’ which will allow users to exit the Payrun VF page.

 

When ‘Print’ is selected on Client Portal, show candidate’s first and last name

The VisualForce markup for the page ‘PrintTimeSheetEntry’, (used in the Client Portal when user selects ‘Print’), incorrectly references ‘the User’ of the ClientPortal. This has now been changed so that the PDF references the Candidate’s for First and Last Name.

 

When ‘Delivery method’ of invoice is other than ‘send as PDF attachment’ or ‘send by only URL link’’ and I press send Invoice

Invoice Delivery Method on the Account can be set to 1 of 3 possible methods to be sent to Invoice recipients

  1. Email with PDF Attachment
  2. Email with URL Online Link
  3. Other (ie. Print, None)

As option 3 does not utilise Salesforce email system to delivery invoices, a solution has been introduced to ensure Invoices can still be sent to intended recipients via email or a notification is delivered to senders.

There are two distinct scenarios with different solution provided.

Scenario 1 –  Send via Consolidated Invoice Record

If Delivery Method = 3 and I press “Send via Email” within the Consolidated Invoice Record then Delivery method shall apply “Send as PDF Attachment” as a standard.

Scenario 2 –  Send via Consolidated Invoice List View

If I select Delivery Method = 3 and I press “Send Invoice by Email” for any invoice i select within the Consolidated Invoice List View then invoice will not be sent and a Debug Header and Log will be raised notifying user of Invoice failure to send.

IMPORTANT notes for existing (legacy) data

All existing consolidated (client) invoices will need to have this field (tc9_ti__Delivery_Method_Token_Available__c) data loaded with 1 of the above values (suggest selecting ‘Email with PDF Attachment’) in order to not encounter processing errors when trying to print, send or preview.

Create a report for all consolidated invoices and filter based on Delivery Method (Token Available) (tc9_ti__Delivery_Method_Token_Available__c) equals = null make sure to add a column to include the ID of the consolidated invoices in the report. Extract this report in .csv format, open this extract file and add the following value ‘Email with PDF Attachment’ for example into the delivery method column for all the the records. Then using a data loading program (such as Salesforce Data Loader or Salesforce Data import Wizard or dataload.io) import this file and load it into the specific org.

 

Create new Link Token (refresh invoice) process for Consolidated Invoices

To create a brand new consolidated Invoice PDF attachment users can employ one of the following 4 methods from Consolidated Invoice

  1. Delete Link Token
  2. Delete Online URL
  3. Uncheck ‘PDF Generate Flag’ – (new)
  4. Delete ‘active’ Invoice PDF attachments (in Notes and Attachment related list) – (new)

Once one of the above actions have been completed users will need to press ‘Preview’, ‘Send Invoice by Email ‘ or run PDF Scheduler.

 

Timesheet entries reverting from Approved to Submitted.

There are certain scenarios where timesheets and their associated timesheet entries have been reverting in status from ‘approved’ to ‘submitted’ where the same Timesheet has previously been  approved via multiple tabs or windows.

This issue has now been corrected and Timesheets mistakenly approved multiple times across different tabs or windows will no longer revert in status.

 

Update transaction invoice payment status to unpaid when ‘Balance Due’ on Consolidated invoice reverts from 0 to > 0.

When a Consolidated Invoice ‘Balance Due’ is changed from 0 to greater than 0, then the invoice payment status on all transactions related to that invoice will revert from “paid’ to ‘unpaid’.

 

New field on Consolidated Invoice – ‘Invoice template’

A new field has been added to Consolidated Invoices called Invoice Template (Invoice_Template__c). This field is populated when an Invoice is processed with the invoice template that will used for creation of Consolidated Invoice PDF


IMPORTANT notes for existing (legacy) data

All existing consolidated (client) invoices will need to have Invoice Template (tc9_ti__Invoice_Template__c) field data loaded with the name of the invoice template, for example ‘Temp Invoice Template’ in order to not encounter processing errors when trying to print, send or preview. You can find the name of your invoice templates by going to all tabs (the “+” button) and select the object call ‘Invoice Templates’.  

Create a report for all consolidated invoices and filter based on Invoice Template (tc9_ti__Invoice_Template__c)  equals = null make sure to add a column to include the ID of the consolidated invoices in the report. Extract this report in .csv format, open this extract file and add the name of the invoice template for example ‘Temp Invoice Template’ into the ‘Invoice Template’ column for all the the records. Then using a data loading program (such as Salesforce Data Loader or Salesforce Data import Wizard or dataload.io) import this file and load it into the specific org.

 

Consolidated Invoice Error when Print/Send/Preview (Invoice Template Field)

If the above hasn’t be completed then you will be presented with the following error when trying to Preview, Send, Print or Generate PDF’s (message in debug log)

Error Messages (Visualforce page):

  1. Invoice Template, Delivery Method cannot be null
  2. Delivery Method, Invoice Template cannot be null
  3. Invoice Template cannot be null

Error Messages (debug log):

  1. Invalid Invoice Template