Release Date: 5/31/2023
| What is the new feature? | Payment Terms default to Invoice Style |
| Why did we do that? | With this enhancement, the configuration for an Invoice Style can have a pre-determined defaulted Payment Terms value. |
|
Under Config Choice Property Category or InvoiceSetup, the InvoiceSetup DefaultValue [Payment Terms], IsPaymentTerms must be equal to True.
To Configure Invoice Style with a default Payment Terms:
With this set configuration, when the user goes to Customer > Back Office > Billing Setup and selects an Invoice Style, the Payments Terms will populate with the default Payment Terms as configured above. The user can choose to keep the defaulted Payment Terms or opt to change it to another.
Note: when updating the Invoice Style, the system will not retroactively apply the new payment terms to previous invoices. |
|
| For more information |
On Config Choice Properties for InvoiceSetup, see: Admin Tools: Config Choice (Table 63)
On Invoice Style in Billing Setup, see: Customer Back Office Setup - Billing Setup (Set Invoice Options) |
| What is the new feature? | Auditing added for Time Entry > Sheetview > Mass Update |
| Why did we do that? |
With this update, an audit has been added for the events in Time Entry > Sheetview > Mass Update.
This audit information can be accessed through a Mass Update Log AQ Report for the History Log. |
| KB Article |
| What is the new feature? | Removal of the decommissioned Vertex Geocodes |
| Why did we do that? |
With this enhancement, the following invalid geocodes have been removed from the existing customer base: 060130053, 060470089, 060490086, 060511746, 060555780, 060571757, 060590056, 060590058, 060590059, 060690052, 060690049, 060690051, 060710047, 060715783, 061015774, 061070000, 061072118, 061091929, 061230037, 061230038, 061230039, 061235785, 390299401, 391199414, 441940746 When processing a transaction, a notified will occur by the Data Requirement Message [DRM] of a missing geocodes for an Order or Employee, allowing the user the opportunity to update the employee or order with the accurate geocode for that address. |
| KB Article |
| What is the new feature? | Time Entry Mass Update for Net to Gross Transactions |
| Why did we do that? | With these enhancements, the ability to calculate a Net to Gross for multiple transactions is now available. Additionally, the user will have the ability to import a CSV file with multiple transactions for the mass Net to Gross, so that each specific employee does not have to be individually selected. |
| What Now? |
|
Release Date: 5/11/2023
| What is the new feature? | Displaying BOLD JobID, PlacementID, and Timesheet ID in Classic Time Entry |
| Why did we do that? |
With this enhancement, the following BOLD Identification numbers will now be available to display in Time Entry > Sheetview
To display these identification numbers, select the item in the Field Chooser to add the column to the Sheetview grid. |
| Related KB Articles | Time Entry - Sheet View |
| What is the new feature? | Displaying BOLD Placement ID in Classic |
| Why did we do that? | With this enhancement, the BOLD Placement Identification numbers for the corresponding CLASSIC Assignment Identification numbers will now display in the following screens:
|
| Related KB Articles |
| What is the new feature? | Displaying BOLD Job ID in Classic |
| Why did we do that? | With this enhancement, the BOLD Job Identification numbers for the corresponding CLASSIC Order Identification numbers will now display in the following screens:
|
| Related KB Articles |
| What is the new feature? | Displaying BOLD Company ID in Classic |
| Why did we do that? | With this enhancement, the BOLD Company Identification numbers for the corresponding CLASSIC Customer Identification numbers will now display on the following screens:
|
| Related KB Articles |
| What is the new feature? | Billing | Retain field chooser selections |
| Why did we do that? | With this enhancement, when the Field Chooser options have been updated they will now be retained as the defaults in the following Billing screens:
|
| What is the new feature? | Federal Contractor Sick Leave for Contractors |
| Why did we do that? |
With this enhancement, we now support Federal Contractor Sick Leave.
To apply this sick leave, the user will be required to manually assign to the applicable talent records. |
| What is the new feature? | Data Requirement Message to prevent unintentional payroll processing for the province of Quebec |
| Why did we do that? |
A new Data Requirement Message [DRM] has been added to prevent the unintentional processing of Quebec payroll in a Payroll Batch.
The added Payroll Data Requirement Message:
|
| Related KB Article | DRMs Payroll |
| What is the new feature? | AR | Post Payment Wizard - introduce sorting capabilities in the invoice selection grid |
| Why did we do that? |
With this enhancement, a new User config option was added to aid in the ability to apply additional sorting to the AR Post Payment Wizard.
Config Option of UseBestGuessInvoiceNumberSort will introduce a Numeric/Alpha sort to the columns.
Note: if the value is a numeric/alpha combination, the system recognizes the numeric digits within the value to determine the sort. |
| Related KB Articles |
Comments
0 commentsArticle is closed for comments.