Fixes included in release 231:

  • Fixed major error created by Microsoft framework update
  • Added client filter to Due Dates report
  • Added Client ID column to all Invoice List reports
  • Added column in Email Mass Mailing Letters utility to indicate the existance of an e-mail address
  • Added column in Send Collection Letters utility to indicate the existance of an e-mail address
  • Added date range to WIP by Parnter graph
  • Added new report – 12 Months Work Code – Amounts
  • Added new report – Detailed Billing Realization By Employee By Work Code – Client
  • Added restriction to Firm Properties. Client folder field cannot be left blank
  • Added Signature on CRM Email Feature
  • Implemented color coding for clients without a valid e-mail address in Email Mass Mailing Letters utility
  • Implemented color coding for clients without a valid e-mail address in Send Collection Letters utility
  • Implemented Expense summary variables for invoice templates
  • Added Current period now displayed on main TPS screen – Menu bar
  • Bank hours showing now properly in targets on employee properties
  • Due Date – Client Extended report fixed
  • Exposure limit warning now displays properly in Time Entry screen
  • Fixed error that occurs when removing filtering criteria from Muliple Employees
  • Fixed error when extending multiple due dates
  • Fixed error when previewing an automatic invoice form the client properties- Automatic billing tab.
  • Fixed errors when applying filters in Due Dates calendar
  • Fixed filtering in Client Log
  • Fixed filters in AR tab within Inquiry Client
  • Fixed issue running certain reports from the Favorites menu
  • Fixed issue transferring invoices from the Inquiry when accessed from Payment properties
  • Issue with WIP Detail by Workcode by Client report printing in small format fixed
  • Minor report tweaks
  • Rebill, Unbill and Transfer functions disabled for invoices made in closed periods
  • Repair utility improved to address deleted clients with outstanding WIP
  • Target hours are now showing properly in targets on employee properties in SQL DB
  • Updated standard innvoice templates ID2, ID2t and ICD1
  • WIP Detail reports totals fixed on reports not totalling correctly

Fixes included in release 230:

  • Fixed issue in Billing Paragraphs – Past Invoices tab duplicating descriptions
  • Users are no longer able to rebill an invoice in a closed period
  • Ability to Carry Over incomplete due dates implemented
  • Fixed the blank amount on the billing paragraph screen when doing a quick bill
  • Invoice Batch now catches all invoices created by other users during an active session
  • Fixed rights for user to add a completion date, ext. filed date, and ext. due date even if their right is set to Unbill/UnDueDate.
  • Client List of Addresses Report – Client filter options added.
  • PTD WIP Reconciliation By Client- Group – new report menu Item.
  • PTD/YTD WIP Reconciliation By Client- Group – new report menu Item.
  • YTD WIP Reconciliation By Client- Group – new report menu Item.
  • Employee Time Analysis – 2 Years Summary Hours – new report menu Item
  • Client log Report – New report filter options.
  • Client Referrals report: Enable Big Filter options
  • Payclix feature improved
  • A/R Summary Aging (90 days) by Partner with Details – Missing detail info fix.
  • Detailed Billing Realization By Partner with Hours – date size fix
  • WIP 24 month reports updated to 36 Months

Fixes included in release 225:

  • Added new report – Work Code List – 12 month Work Codes – Amount
  • Improved Error Reporting for Reports and MS Word issues
  • Due Date filtering issue resolved
  • Filtering in Time Entry / Multiple Employees fixed
  • Revamped Billing Worksheet and WIP Detail reports

Fixes included in release 224:

  • Multiple functionality issues with Due Dates calendar resolved
  • Employee Rights – Work Codes fixed
  • Employee Rights – Time – Set WIP Status fixed
  • Error creating Quick Bill with Expense type entries fixed
  • Issue creating due dates using First – Middle – Last days resolved
  • Issue creating custom due dates within Client Properties – Due Dates tab fixed
  • Fixed report generated in Due Dates calendar to display proper Client IDs
  • Added labels to the Due Date calendar
  • Reports have been updated and new reports have been added
  • Minor programming issues resolved
  • Help section updated

Fixes included in release 223:

  • Due Date Calendar has been improved for easier and to work with a number of concurrent users updating, adding and deleting records.
  • Issue Filtering Due Dates in the Due Dates Calendar fixed
  • Error exporting payments to Quickboooks fixed
  • Ability to stop time clock from task bar implemented
  • Fixed Due Date Utility crashing when duplicate entries exist
  • Date filter in Detail Bill fixed
  • Billing screen now remembers client selection after creating a bill
  • BW Detail Overhead by Work Type by Partner report fixed
  • PTD A/R Reconciliation by Client report fixed
  • WIP Detail Landscape 24 – Detail by Date – by Client report fixed
  • A/R Summary Aging (120 days) by Client (date based) report fixed
  • Due Dates by Client Extended Report fixed
  • Time and Expense Detail W/O day sub-total report fixed
  • Employee Timesheet Detail Report by Client by WorkCode report fixed

Fixes included in release 222:

  • Year End filter in Due Dates Utility fixed
  • Overload resolution error when entering new employees fixed
  • Leave Unbilled function in Detail Billing fixed
  • Redesigned TPS Installation / Update programs
  • Due Date utility duplicate issue fixed
  • Resolved issue entering new employees in SQL databases
  • Improved link between TPS and Outlook
  • Error assigning Client Folder fixed
  • Invoice Batch sorting by Client ID or Invoice Number fixed
  • Fixed issue with Period Setup Wizard selecting the period end date
  • New Time Sheet Summary report added
  • Payclix Export issue resolved
  • Tax Prep Form updated
  • Fixed report Billing Realization by Client By Group
  • Fixed report Billing Worksheet Detail By Workcode by Client

Fixes included in release 221:

  • Fixed issue with the creation of Mass Mailing Letters
  • Added new report – Billing Worksheet Detail Overhead by Work Type by Partner
  • Fixed issues in billing – Detail Bill
  • Issue applying a title to a contact resolved
  • Office selection in Employee properties not displaying correctly fixed
  • Delay in switching from Single Emlpoyee to Multiple Employee removed
  • Client Filter added to Time and Expense Detail, Hours by Client by Work, Time Analysis By Work Type report and Work Code List – Activity by work by client
  • Client ID range filter in Multiple Employee implemented
  • Rebill function displaying wrong amounts fixed
  • New report – Employee Expense Detail Report added
  • Issue adding Banks into Client Properties fixed
  • Error accessing Client Log from Billing screen fixed
  • Added new Client Log filter – Complete / Incomplete
  • Minor programming errors fixed

Fixes included in release 220:

  • Fixed sorting issues in Client Invoice reports
  • Error when entering large bank hours resolved
  • Fixed multiple programming errors
  • Customize – Outlook tab field mapping issue resolved
  • Fixed sorting issue in Client Cash (by Invoice, by Partner and Depost slip) reports
  • Restriction added for unbilling ‘zero amount’ progress bills
  • Added column to Billing Paragraphs to display the date for previously used paragraphs
  • Fixed issues loading MS Word from TPS – Client folder issues
  • Ability to complete all “Incomplete invoices” enabled
  • Fixed Employee Time Analysis by Partner report – column width
  • New report – Client Invoice Detail by Invoice by Work Type
  • New report – Billing Worksheet Detail Overhead by Work Code by Partner – Work Type
  • New report – Employee Expense Detail Subtotal By Day
  • New report – Billing Realization by Work Type Summary

Fixes included in release 218:

  • Issue changing clients cause TPS to crash in the Multiple Employee screen fixed
  • Dashboard report display issue fixed
  • Fixed Client Cash by Date sorting issue

Fixes included in release 217:

  • Sorting by Sort Name / Client ID enabled on reports
  • Fixed report name – Client List Detail Report
  • Error with Billing Realization reports when filtering by category fixed
  • Detail Bill function allowing repeated invoice numbers solved
  • Changing AM / PM with keyboard in Time Entry screen enabled
  • Multioffice database error when entering duplicate Client ID’s fixed
  • Issue attaching payments or adjustments to an invoice fixed

Fixes included in release 216:

  • Contrain issue in TPS Mobile fixed
  • SQL TPS – AR Summary Aging Period Based report fixed

Fixes included in release 215:

  • Due Dates view in Dashboard fixed
  • Employee Time Analysis Detail report fixed
  • French AR Statement Detail / Summary fixed
  • PTD/YTD WIP Reconciliation reports fixed
  • Tab and arrow keys enabled in Time Entry

Fixes included in release 214:

  • Date issue in Calculating Totals function fixed
  • Permissions in Due Dates calendar fixed
  • ‘Today’ button in Time Entry fixed
  • Issue scrolling in the ‘Employee Properties – Other tab’ resolved
  • Refresh problem within Client Inquiry when deleting a Progress Bill fixed
  • Detail Bill invoice numbering issue resolved
  • Error loading Dashboard reports fixed
  • Issue using the Backspace key when setting the start time in Time Entry changing the date on the entry fixed
  • Refresh issue in Time Entry when entering Non-Chargeable time fixedFixes included in release