Give Thanks! InFocus 1.4.1 has landed.
As with every release, be sure to back up your database before updating.
New Features
General Notes
Added ‘Reset Criteria’ to lookups. This will clear all fields to the original lookup.
A/R Collections
In AR Collections there is a column called Firm Note. The popup is a note saved at the Firm (client) level.
Automated Invoicing
As of 1.4.0, you could select an unprintable invoice and view it. However, you could not use the print options for unprintable invoices. Now you can.
Benefit Accrual
There is now a print option on the toolbar that prints the loaded projects settings and members.
The report is also accessible from Custom Reports.
Contacts
On the Opportunity detail screen / Contacts tab, there is now a column to show the firm that the contact is associated with.
Credit Card Cash Posting
This new applet allows for an automated cash basis general journal entry for credit card charges. In order to use this you need to enable the “Seperate Credit Card Charges on Expense Sheet Import” option in the A/P tab of global settings. When this option is enabled the import of an expense sheet can potentially result in two employee reimbursable transactions; one for lines that are flagged as on credit card and one that is not.
Custom Reports
Aged WIP – This report shows unbilled transactions in five aging periods. The aging periods are fixed.
Employee Inquiry – This report is sorted by employee and allows for inquiry of time and expense for a given date range. You can also set filters for an employee, project or labor code.
Labor By Location – This report sorts labor transactions based on location as entered in timesheets.
Expense Codes
In Utilities an Applet has been added called Comment Templates. Comment Templates are formatted questions that can be assigned to expense codes. When assigned, the use of the respective expense code will cause the comment field in Expense Sheets to pop up a form to fill out the defined fields.
Expense Groups
Expense codes can now be flagged as non-reimbursable for expense sheets.
Expense Sheets
Checking the Credit Card zero’s out the reimbursable amount.
Now, unchecking it restores the amount.
Global Settings
In Permissions / Users, you can now add a Windows Domain\Username to the User account. Additionally, we’ve added a setting to Global Settings under the General tab to allow for Windows Integrated Login.
The login modes are:
1) InFocus Only – this is the default and is the same as before
2) Windows Only – this requires the Domain\Username be added to the user record. If present, when the login screen comes up, it will look up the InFocus user based on the Windows user when logging in.
3) Both – If both, you will be able to log in with either login button.
Opportunities
Exposed the four internal contacts on the Clients screen to the Firms in Marketing as well.
PA Bill Review
In PA/PM Bill Review, added Last Invoice Date column in Show All Columns grid.
Projects
You can now copy a Roll-Up Project.
In the Project / General Tab, there is now an option to require comments in Expense. Expense refers to the Purchase Journal, Disbursement Journal, Employee Reimbursable Journal, and Expense Sheets.
Purchase Journal
Can now tab through cells in the journals.
Based on permissions, users can now override the expense markup type and markup in the expense journals.
Based on permissions, users can now link transactions to any sales journal record directly from the expense journals.
Resource Scheduler
Added project name to the resource scheduler grids.
Time Sheets
In Global Settings / Time & Expense there is a new option to set a Timesheet Header Mask. This mask will allow you to customize the header format for the days of a timesheet period.
As of 1.4.0, when submitting a timesheet where the employee was also listed as an approver, the timesheet would auto-approve.
Added an option in Global Settings to optionally prevent auto-approval.
UDF Designer
A field has been added to the UDFs called Validation Script. The purpose of this field is to validate the value entered into the UDF field via SQL script. The script can use two variables:
^udfvalue^ (the value being validated)
and
^keyid^ (the primary key of the record holding the udf)
The SQL script must return at least three values:
1) reterr (>=0 equals no error, <0 equals error)
2) retmsg (the error message if reterr <0)
3) retvalue (this can either be the same as the value passed in or it can be a new value. In either case, whatever is returned will be the value in the UDF field.
Vendors
A field has been added to the vendor record to called “Alt Name”. If there is a value there, then that name will be used for 1099′s.
Bug Fixes
A/P Check Writing
Checks/EFTs can now be voided properly.
A/P Reports
The A/P and E/R reports have been changed to print column headings on all pages.
Clients
You can now use the terms “Yes” and “No” as default values for UDF fields of the Boolean data type.
Contacts
Unchecking Show Employees would cause an error.
Dashboard Groups
Contract Dollars and any Project UDF were previously not accessible in Current Period or Current Billing Period Mode of the My Projects Widget.
Renaming a Widget did not previously use that name in the Widget View popup.
‘My Projects’ widget now saves the column display order.
Employee Reimbursables
Unit rates do not round to two decimal places.
Added change E/R Account utility to the Employee Reimbursables applet.
Employees
Object reference error now resolved when logged in as Admin and using the employee lookup in the Employees applet.
Linking to timesheets from the Recent tab does not generate a metadata error and retrieves the correct timesheet.
Expense Sheets
When using the F2 key to copy a row in Expense Sheets, two rows would be created.
Firms
When editing a Firm in Marketing that did not have a corresponding UDF record, an error would occur that prevented the loading of the Firm detail screen.
General Journal
Can now view the Debit and Credit columns when cycling through revisions.
Import Tools
UDFs are not duplicated in the mapping tab.
Mapping and Review grids are set the correct size.
Invoice Design
Syntax error resolved when scripting an invoice design with a combined section.
Marketing Lists
When a list was “Shared” with can edit rights only the owner could edit the list.
When attempting to import by query for the Opportunities, an error would come up.
Opportunities
When attempting to edit an opportunity, an unhandled exception error occurred.
Opportunity Queries
When clicking a project link in Opportunity Queries, if the Project has a charge type of Opportunity, the Opportunity screen will open rather than the Project screen.
Permissions
Previously, when a user had access only to a custom report within a given module, the module would not show on the navigation menu.
PM Bill Review
In PM (and PA) Bill Review, the “As Of” date field will remember the last setting until the Invoicing Period is changed. At that point, everyone will have that date, until they change it. It will then stick until the next change.
Project Planning
When working in Planning the random ‘Key already exists’ error has been corrected.
Projects
When using the address popup form, the country would not get saved.
Added Country field to the addresses tab.
Copy and paste of WBS intermittently generated an Object Reference Not Set error.
Purchase Journal
Purchases now shows correct A/P account when a transaction is launched from a link.
Receipt Journal
Last search criteria in Cash Receipts now ‘sticks’.
Resource Scheduler
Performance has been increased significantly when loading a large number of employees and/or projects.
Sales Journal
Client/Vendor lookups do not allow carriage returns.
Time Sheets
When creating new timesheets for a Time Sheet Group, clicking the preview affected button did not factor in the dates if they had been changed.
Timesheet Adjustments
Negative numbers are now allowed for extended amounts.
1.4.0 introduced a bug in which the Employee and Work Date were not passed into the Project lookup.