Release Notes

9th February 2008

Usability

• Updated feature ~ Search function. The search function has been improved to allow instant searching on newly entered data. Previously after saving new data it could take up to 15 minutes before this could be found using the search feature. Search results are also now remembered when navigating and returning to the screen they were entered from.

My Work ~ My Approvals

• Update feature ~ Purchase Order approval. A new approval type for purchase orders is now available.

Contacts ~ Suppliers

• New feature! ~ Default Payment Terms. You can set the default payment terms with your suppliers for use in purchase order entry.

• New feature! ~ Purchase Order Prefix. You can set a purchase order prefix for your suppliers for use in purchase order entry.

• New feature! ~ Next Purchase Order Number. You can manually set the next purchase order number that will be used when a purchase order is created for this supplier.

Note: Purchase Order Prefix and Next .Purchase Order Number are only relevant if you have set Per-Supplier Purchase Order Numbering in Admin > Purchase Order > Purchase Order Numbering.

Projects ~ Expense Forecasts

• New feature! ~ Expense forecasts automatically created from approved purchase orders. As soon as a submitted purchase order has been approved, expense forecasts will be automatically created for all projects and tasks the purchase order items have been allocated to.

Timesheets

• Updated feature ~ Timesheet Notes. Once timesheet notes have been entered, moving the mouse over the notes icon will display the notes in a hover text popup.

Expenses ~ Current Expenses

• Updated feature ~ Expense Notes. Once expense notes have been entered, moving the mouse over the notes icon will display the notes in a hover text popup.

Expenses ~ Purchase Order Entry

• New feature! ~ Purchase Order entry. You can now create purchase orders. These can be printed and automatically create project expense forecasts. See entering a purchase order for more information.

Expenses ~ Purchase Order History

• New feature! ~ Purchase Order history. You can review all purchase orders you have previously entered in ProjectMinder.

Expenses ~ Purchase Invoice Entry

• Updated feature ~ Removal of Date Incurred column. The Date Incurred column was previously used to show the timesheet date of reconciled associate time. This information is now stored in the purchase invoice item notes and can be viewed by hovering your mouse over the notes icon.

• Updated feature ~ Reconcile purchase order items. You can now reconcile purchase order items as well as associate time to a purchase invoice. See Reconciling purchase order items to a purchase invoice for more information on this process.

Reports

• New feature! ~ Printable Purchase Order. You can print any approved purchase order via the printable purchase order report.

Admin ~ Rate Cards

• Updated feature ~ The Rate Cards menu within Admin has been moved to a sub-menu within Admin > Invoicing.

Admin ~ Purchase Orders

• New feature! ~ Printable Purchase Order. Configure your printable purchase order. See creating a purchase order template for more information.

• New feature! ~ Purchase Order Numbering. Setup you purchase order numbering. See  configuring purchase order numbering for more information.

• New feature! ~ Purchase Order Type. Add and maintain purchase order types for selection against purchase order entries. See adding purchase order types for more information.

Admin ~ Import/Export

• Updated feature ~ Purchase Order export. You can export purchase order data to .CSV (Comma Separated Values) format, which can be opened in Microsoft Excel and any other program that supports this format.

  Was this topic useful? Click here to provide feedback.

  Need further help? contact support.