This release brings a long awaited feature, lease obligation invoicing. You can now invoice your clients for the obligations that you pay to lessors.
New Features
- Added new permission to govern deletion of prospects.
- After shape generation the application will now ask the user if it was generated correctly.
- Added the ability to invoice clients for lease obligations.
- Changed Prospect Dashboard to show actual average costs and projected average costs (includes upcoming costs).
- Added notification for tasks nearing due date.
- Added notification for tasks that are overdue.
- Added new permission to govern deletion of obligations.
- Obligations that have been invoiced or paid will now ask for confirmation when a user changes their approval status.
- Added new permission to govern editing of obligations.
- Added name of leasing agent to available mail merge fields.
- Added a user list report.
- Tract label searching is now case insensitive.
- Added timesheet search filters for unpaid entries and uninvoiced entries.
- Timesheets that a user has created will always appear on the timesheet search (using the All Prospects filter), regardless of whether or not they have access to the prospect anymore.
- Added a loading indicator to the obligations list since it is loaded on-the-fly.
- The application will now ask for confirmation twice when deleting clients that have prospects since those prospects will be deleted as well.
- There is now a Lease All Acres setting on the Company Info screen that will automatically synchronize mineral acreage changes with the leased acreage on associated leases.
- The tract tooltip on the map will no longer be pushed past the viewport.
Errors Fixed
- Corrected issue preventing tracts from being added to a lease immediately after removing one.
- Corrected rare issue attaching receipts that was caused by certain types of TIFF files.
- Corrected issue with total leased acres on multi-lessor leases being set to 0.
- Corrected prospect access issue on the Expiring Lease report.
- Corrected permissions issue with the new Assigned Task notifications.
- The payable grand total will no longer show up on the Expense Summary Report when it's not supposed to.
- It is now no longer possible to create user names with spaces.
- Corrected issue with certain party names on the chain of title report.
- Corrected issue that was causing the new validation message on the create lease page to show up before data was entered.
- Attempting to delete a timesheet with approved entries will now correctly display a friendly error message, again.
- When attempting to save a chain of title document with an invalid date, a more detailed error message will now be displayed.
- Corrected some synchronization issues related to the lease all acres option.