We took some big steps forward with this release by adding QuickBooks integration for lease obligations, new base layers for the mapping, and a new online help portal.
New Features
- Added a Prospect Management permission that will allow users to edit prospects, but not clients.
- It is now possible to apply monetary deductions to paychecks, as well as percentage deductions.
- Added several new base layer options to the map.
- Added QuickBooks integration for lease obligations.
- Added support for tabular format ownership notes, which will later allow notes to be formatted in a clean table format on the details page of the OR.
- Added a workflow report with several filtering options. Sorting and grouping options to come later.
- Added base NRI calculation to prospect dashboard.
- Added sorting and a lease status filter to generate lease package screen.
- Added some additional mail merge fields for provisions that will give different formatting options.
- Users combo on time review screen now only shows users that you are responsible for reviewing time for.
- Users that are inactive will now be denoted in the user combo box on the time review screen.
- If using jobs in QuickBooks, exporting paychecks as bills will automatically split the total by job.
- Created a searchable online help portal and replaced the existing green on-page help boxes with new new pop-up help windows.
Errors Fixed
- Corrected issue with certain users not being able to access the prospect dashboard.
- The review time page is now available to anyone that is required to review time, regardless of their other permissions.
- Corrected issue that was preventing the sample data from being deleted.
- Corrected issue that was causing a 403 when a user was redirected to the friendly unauthorized access page.
- Corrected some out-of-date references to the old ownership/title complete field left over from the transition to the new ownership check history.
- Corrected issue that was causing a cryptic error to be displayed when attempting to upload pdf receipts instead of the friendly one.
- Continue button on assign task window will now be correctly disabled when no task is selected.
- Corrected some issues caused by the new caching of pay rates which was implemented to speed up reports and exports.
- Corrected issue with prospect filtering on obligations dashboard.
- Corrected uncommon error on map page of OR.
- Shortened the party search window on the prospect info screen.
- Corrected some client side errors when adding a new lease offer.
- If a user doesn't have the Prospect Removal permission, then they will be prevented from deleting clients when doing so will cascade delete one or more prospects.
Other Changes
- Optimized the review time screen so it performs better when there are several pages of time entries.
- 'Miscellaneous' type lease forms will no longer delete 'Other' type documents that have been uploaded when the overwrite previously generated forms checkbox is selected.