TimeSolv Version 20231203 Feature Updates & Bug Fixes
Release Date: December 03, 2023
1. Enhancement – Sub-Task Code Selection Behavior Enhanced For Read-Only Task Codes
When the “Task Code Description Only” is unchecked and the Sub-Task Code field is set to required or optional, the behavior of the Description field on the Time Entry screen has been enhanced. Under this enhancement, selecting the Sub-Task Code overwrites the read-only Task Code’s description/narrative. Even if an editable Task Code is selected and then the Sub-Task Code, the Sub-Task Code’s description is shown.
2. Enhancement – The Top Portion Of The Draft And Sent Invoices Screen Is Now Always Visible When Scrolling Down
The Draft Invoices and Sent Invoices screens have been enhanced to display the results in a scrollable table, keeping the top portion of the screen always in view. This enhancement allows users to access the filters and options without having to scroll back up again. If the search results span several pages, the pagination is always in view, making navigating to the desired page easier.
The following improvements have also been made:
- Pagination control has been moved to the top, just below the Search bar.
- The height of the grid should be able to show at least 11 entries.
- The “Search Total” label has been renamed “Total” and is shown on all pages.
- The export to Excel option has been moved below the grid.
- Improved the alignment of the grid’s column headers.
3. Enhancement – Internal Notes Made Editable When Editing Time For Draft Invoices
Internal Notes can be viewed and edited when viewing or editing a Time Entry on the Draft Invoices. The Internal Notes field can be turned on or off using “Time Internal Notes Shown?” under Time>Settings>General tab. The field is also shown on the preview popup on the Time Entry, Search, and Invoice screens.
In the New Reports, if the report is generated using the Billed Time, then the Internal Notes are also displayed on the report.
4. Enhancement – Character Limit Increased For The Internal Notes Field On Time Entry Screen On the following screens, the “Internal Notes” field has been converted to a text field with a character limit of 2,000 characters:
Time Entry, Time Search, Approve Time, Recurring Time, Expense Entry, Search Expense, Approve Expense, and the Invoice Expense popup.
5. Enhancement – Added The “For Own And Specific Timekeepers” Option For Timekeeper Roles
On the Create Role screen, if the Type is set to Timekeeper, the Time and Expense dropdowns now include the option to select the “For Own and Specific Timekeepers” option.
The behavior is similar to the “For Specific Timekeepers” option available for the Support role, where the “Select Timekeepers” button is only visible when the respective role is assigned to a Timekeeper user.
6. Enhancement – Renamed The “Generate Report” Button On The New Reports
On all the New Reports, the label on the “Generate Report” button has been renamed to “Generate.”
7. Enhancement – Added Billing Categories In The CSV Version Of The New Time Entries Report
When the new Time Entries Report is exported as a CSV, it now shows two additional columns, “Client – Billing Category” and “Matter – Billing Category.”
8. Bug – Selecting A Timekeeper Role Was Preventing The User From Updating Timekeeper’s Default Rate
One of the customers reported that when the Timekeeper Role is selected from under the Timekeeper’s Permissions tab, the Timekeeper was unable update the Default Rate, and upon saving, it reverted to the previous rate. This has been fixed and the Default Rate can be updated successfully.
9. Bug – Sent Invoices With Written-Off Entries Include WIP Amount On The Financial Dashboard’s Metrics And Charts
It was internally identified that on the Financial Dashboard, when the status of an entry is changed to written-off, and the invoice is in draft state, the WIP amount is not shown on the Top Metrics, Top Client, Top Timekeeper, and WIP charts. This has been fixed so that WIP on written-off entries is shown for draft invoices while WIP is not shown for sent invoices.
10. Bug – Edited Payments On The Client Portal Not Showing Up Correctly
It was internally identified that when making payments from the Client Portal’s Make Payment screen when the user edited the amount to pay, the Card/Bank details screen did not show the edited amount but still showed the total invoice amount. This has been fixed, and if an amount is edited, it is correctly shown on the Card/Bank details screen.
11. Bug – Time/Expense Analytics Dashboard’s “Include Inactive” Checkbox Selects All The Timekeepers In The Dropdown
It was internally identified that on the Time/Expense Analytics Dashboard when the user checks or unchecks the “Include Inactive” checkbox, all the Timekeepers are selected automatically. Furthermore, unselecting the first timekeeper in the list would unselect all others. This has been fixed.
12. Bug – Exporting The New Timekeeper Profitability Report Gives Blank Pages When No Records Are Found
It was internally identified that when the New Timekeeper Profitability report is run and does not fetch any records, exporting to PDF or Excel results in blank pages. This has been fixed so that even if there are no records to list, the report is exported with the report headers.
13. Bug – Filters And Footers Values Get Reset After Exporting And Regenerating The Time Entries Report
It was internally reported that when generating the Time Entries report and exporting it, if the user clicks the “Generate” button again, all the filters and the values in the footer are reset and show “0.” This issue has been resolved after upgrading to the newer version of the Logi Reports.
14. Bug – Fixed Data Handling Issues When A Large Number Records Was Processed
The following issues were fixed by optimizing the queries and improving processes that handled large data during Invoice generation, Dashboards charts, etc., so the users do not experience slowness and lags when using the TimeSolv App:
- A few customers reported that they could not generate Invoices if they contained a large number of Time Entries, as the system would continue to load for some time and then give a timeout error.
- One of the customers reported that their users reported slowness when browsing across different areas of the TimeSolv App, especially during the end-of-month invoicing period.
- It was internally identified that when a user selects “All” from the Timekeeper dropdown on the Staff Dashboard, the Utilization Rate chart does not plot any data.
- It was internally reported that for Firms with a large number of records to process, the New Time Entry Report would give an error on initial load.