Month: December 2020
Product update notes, links, and descriptions.
Tax Group Picker Updated
We have updated the Tax Group picker on Locations so the picker will return data when you filter in the picker using any combination of State and Zip entries, such as entering only State, only Zip, both State and Zip.
Issue Item Modifications Track Properly
If you have access to the Issues List, you can now see who last modified an issue item and when that modification occurred.
Issue Item Created if File Attached Incorrectly
If a file does not get attached to an invoice correctly, it will now create an issue in the Issue List so a Billing Specialist can re-attach the file and generate the invoice with the correct attachment.
Display of Placement Rate Card Line Item Alias on the Invoice PDF
The placement rate card line alias can now be configured in the summarize by, group by, and split by fields on the customer invoice terms, and thus used during the invoicing process. If the field is used in summarize by, it will be included in the invoice statement line item description as well as the invoice PDF.
Sales Tax Rate and Group Available in Canvas
You can now report on Sales Tax Rate and Sales Tax Group data in Canvas. This is available for customers using Pay and Bill and version 2 of Tax Rates. The Sale, City, State, County, and District Tax Rate information will be available on the following entities:
- Candidate > Location
- Company > Location and Company > Billing Profile > Location
- Job > Location and Job > Billing Profile > Location
- Placement > Location and Placement > Billing Profile > Location
- Billable Charge, Bill Master Transaction, and Billable Charge > Billing Profile > Location
- Invoice Statement, Invoice Statement Line Item, and Invoice Statement > Billing Profile > Location
Configurable Billing Cycles
We now provide a number of billing cycles that are preconfigured at the corporation level, and allow you to assign the appropriate billing cycle to invoice terms and invoice billable charges based on the associated billing cycle.
Placements Created from Workflow Icon as Expected
You can now create a Placement form the workflow icon as expected.
French Dashboard Cards Include Special Characters
Special characters will now render correctly on French Dashboard Cards.
New View Added
We have added a new View to Data Mirror 8 called “dbo.LastSync”. This view contains the most recent “dateLastModified” and “dateLastSync” values for the following entities:
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Field Character Limit Increased
We have increased the character limit on State and Address fields to 100 characters.
SSO Login with Azure Works as Expected
You can now log into the Outlook Desktop Email Gadget via Azure SSO.
Approval All Button
The “Approval All” button will now approve all transactions as intended.
Adjustment Code Settings
We have resolved an issue preventing some users from editing fields in the adjustment code
Per Diems No Longer Disputable by Approvers
For clients using per diems: Per diems added via the per diem ruleset can no longer be disputed by approvers in the approval process. Approvers can only view the per diems on the timecard.