TimeSolv Version 20240630 Feature Updates & Bug Fixes

Release Date: June 30, 2024

1. Enhancement – Improved Loading Speed and Reliability for Financial and Staff Dashboard Summaries
   We have enhanced the performance of the summary widgets on the Financial and Staff dashboards. Previously, all summary data was fetched using a single request, leading to delays and timeouts. The new update uses separate requests for each piece of data, allowing them to load independently and more quickly. Now, each summary statistic loads on its own, with a placeholder and a loading icon displayed until the data is ready. This improvement ensures that the dashboards display information faster and more reliably. 

2. Enhancement – Enhancements to New Time and Expense Entries Report
   Permissions-related issues have been fixed, and an Inactive checkbox was added for relevant dropdowns. Filters for Client Category 1, Client Category 2, and Billing Category were included, along with a client/matter selector. Sorting capabilities were also enabled. These changes ensure the report meets the guidelines and improves user experience. 

3. Enhancement – Enhancements to New Cash Receipts Report
   This update resolved permissions-related issues and introduced an Inactive checkbox in relevant dropdowns such as Timekeeper and Client-Matter. Filters for Client Category 1, Client Category 2, and Billing Category were incorporated, along with a client/matter selector for the Client & Billing Category filters. Sorting functionality has been enabled, and discrepancies in the Excel version of the report were identified and corrected. These enhancements ensure the report meets guidelines, improving usability and accuracy for users. 

4. Enhancement – Enhancements to Grouping Options in New versions of the below mentioned Reports 

   Time and Expense Entries Report:
   We’ve expanded the grouping options in the Time and Expense Entries report with the addition of ‘Entry Type’ and ‘None’. These new options enhance user flexibility in organizing and analyzing data. ‘Entry Type’ categorizes entries by type, while ‘None’ allows for viewing ungrouped data, improving customization and usability. 

   Account Receivable Report:
   In the Account Receivable report, we’ve introduced a ‘None’ grouping option within the Group By drop-down. This enhancement provides users with the flexibility to view ungrouped data, enhancing the versatility of data analysis. Minor UI adjustments have also been made to ensure smooth functionality across PDF and Excel exports, ensuring a seamless user experience. 

5. Enhancement – Addition of Horizontal Scroll Bar in New Reports Drill-down Menus
   We have introduced horizontal scroll bars to dropdown preview lists in all new reports, encompassing fields such as Client, Matter, and Professionals. This enhancement enables users to view full names by scrolling horizontally, eliminating the need to hover over names for complete visibility. The update significantly improves user experience by ensuring effortless navigation and accessibility to comprehensive information across both Portrait and Landscape report views. 

6. Enhancement – TimeSolv Subscription screen Improvement
   This update involves backend changes for managing subscriptions in TimeSolv. The changes include updating text under the “Subscription” tab to reflect the new payment processor, removing the “Review Primary Business Address” panel, and adding a “Subscribe” button during trial mode that directs users to the relevant screen. After completing the process, users are redirected back to the “Subscription” tab with new options for managing subscriptions and closing accounts. This integration ensures secure, PCI-compliant payment processing and seamless billing information updates.
   
   Here is the link to KB article: Account Set Up

7. Bug – Fix for Inactive Date Checkbox on the Client Details screen
   We have fixed an issue where the inactive date checkbox was disappearing on the screen when a client was inactivated, and the “Rate by” field was changed. Now, the inactive date checkbox remains visible, and the inactive date is displayed under “Client Detail” page. This update improves reporting and visibility of client status changes, enhancing user experience and data integrity.

8. Bug – Fix for Login Error in TimeSync App
   We’ve addressed an issue that caused the error “Expecting a Boolean, found: [object Object]” during login to the TimeSync app in the production environment. This error prevented users from logging in and tracking time. Users can now log in and use the TimeSync app without encountering this issue, ensuring smooth operation and functionality.

9. Bug – Fix for Write-Offs Display Issue in New Cash Receipts Report
   Our QA team identified and reported an issue in the New Cash Receipts report where write-offs were not displaying despite selecting the “Include Write-Offs” checkbox. We’ve addressed this, and the checkbox now functions correctly, ensuring that write-offs are properly included in the report when selected. Users can rely on the financial data in the Cash Receipts report as intended.

10. Bug – Fix for Incorrect Data Display in New Time Entries Report
    Our QA team internally identified and reported an issue where the Time Entries report displayed incomplete or incorrect data for specific users when generated by non-administrative accounts. Despite selecting certain Timekeepers and a date range, the report was failing to include all relevant entries. This issue has been fixed, ensuring that Time Entry reports now accurately reflect all applicable data based on user permissions.

11. Bug – Fix for Timekeeper’s Own Entries Visibility Issue in New versions of Time Entry Report and Expense Entries Report
    We resolved an issue where users’ own entries were not appearing in Time and Expense Entry reports when permissions were set to “For Own and Specific Time Keeper”. This affected the accuracy of reporting, as only entries from other designated Timekeepers were visible. Following the fix, reports now correctly display entries based on users’ permissions, ensuring accurate visibility of all relevant data. 

12. Bug – Fixes/Improvements made to New Time & Expense Entry Report
    We addressed an issue in the Time & Expense Entry Report where fields such as Billable Type, Time/Expense codes, and professional current values were not updating as expected. Despite creating entries and updating draft invoices, these fields did not properly reflect in the generated report. After identifying and correcting the data fetching for current values, the report now displays the correct and updated information for Date, Total Amount, Notes, Rate, Duration, Task Description, Expense Code, and other relevant fields. This ensures reliable reporting for users when analyzing time and expense data.

13. Bug – Fixed Chart Preview Visibility Issue in Add Charts Panel
    We’ve resolved an issue where chart previews were not visible in the Add Charts panel of Time/Expense Analytics. Users can now easily view and select charts when adding them, enhancing data visualization and usability.

14. Bug – Fixed OneDrive Integration Connectivity Issue
    We have addressed an issue where OneDrive was unable to connect to TimeSolv due to a technical limitation. This has now been fixed, enabling users to connect their OneDrive accounts successfully without encountering any errors.

15. Bug – Fix for Revenue Report Date Range Discrepancy in the New Version
    We addressed an issue where the ‘Include Completed Fixed Fee’ filter in the new Revenue Report was not working correctly with date range provided. This fix ensures that the data is accurately displayed according to the selected filters. The solution ensures data consistency across all roles (Professional, Manager, Responsible, and Originator).

    Here is the link that shows how the report should work with different combinations of ‘Date For’ and ‘Include Completed Fixed Fee’.