Version 36.7

Owned by Renato Barcelos, created
Last updated: Mar 27, 2024
12 min read

New features

The Addfile endpoint was changed to support the original file code within the array of the files and not externally.

From Manager OR Sales > Rolodex tables > Customers > Customer profile > Automated distribution

It is now possible to schedule automated deliveries to a later date.

For a more detailed explanation, please check the Automated file distribution article.

It is now possible to upload invoices to both monthly resource reports, resource reports and wage reports, as well as from the related Finance pages.

It is also possible to configure which action should come first: upload or approve/submit.

This can be changed from Administrator > Web administrator > Configuration > Settings

For a more detailed explanation and to learn how to set up this functionality, please check our help desk article: Resource invoices

The skins were replaced with themes (dark and light).

The theme can be quickly switched from the top of the page:

The places where the skins could be applied were replaced with themes:

From Administrator > Web administrator > Configuration > Appearance (system level)

From user profiles (My menu > Resource information OR Manager > Rolodex tables > Resources > magnifying glass) (user level)

 

From: Administrator > Web administrator > Configuration > Security

The “Task accessibility for reporting once completed (in months)” field in the Application configuration has been reworded to “Resource tasks history access (in months)”.

This field will now set how many months back resources can see in the Monthly resource report, Tasks timesheet and Timesheet pages.

Users with the role Department Supervisor role bypass this limitation.

 

Resource reports - multiple improvements

For a more detailed explanation of this functionality, please visit the Resource reports page.

Other improvements

Rewording

  • Multiple tooltips throughout the system were reworded for clarify (3419, 3290, 3558)

  • The “Order task read-only” role was reworded to “Limit editing of the Order tasks page (read-only)” (3177)

  • The “General file upload” role was reworded to “Can upload general files” (3543)

  • Reworded the warning when trying to delete a Resource type associated with a Resource (3252)

  • Task type page - added tooltips to some switches to clarify the functionality (2664)

    Examples:

  • Various tooltips and alerts updated to correctly reflect the system’s naming conventions (3295)

  • The Email field tooltip in the Resource info page was revised to better reflect its interaction with the Toolkit (3317)

  • Some fields with “Resource invoice” were updated to “Resource reference” (3392)

  • Updated columns in Bulk actions > Tasks > Completion to be in line with other parts of the system (3538)

  • Description of the “Limit access to the Orders task page” role updated for clarity (3397)

  • The tooltips of the “Previous tasks” icon were updated to Completed/Not Completed (3547)

  • Reworded the column “Description” to “File description” within order files, to match other pages (3563)

  • Reworded all instances of “File download by agent status” to “Agent downloads” (3579)

Bug fixes

  • Fixed an issue that caused notification emails to be sent on completing pre production tasks, even if the options to trigger them were off (3876)

    • Revision of the options in Administrator > Web administrator > Configuration > Emails > Email notifications on Pre-production completion section might be required

  • Users will no longer log out when clicking their name at the top of the page (3077)

  • Orders with manual pricing will now apply minimum/maximum prices correctly (3367)

  • Bulk upload to tasks now uploading to more items in a single page correctly (3261)

  • Addressed an issue that caused projects to be lost if a resource’s email was changed (3317)

  • Resource contacts page will now open correctly (3478)

  • Link upload - The URL is now displayed on screening after the upload (3413)

  • Global products will now be displayed correctly when selecting a customer or consolidated account in the Change range page (3523)

  • The Billing statement icon will now open correctly in the Pricing tab of the Sales dashboard (3554)

  • The Rates page within a resource’s profile now displays connected rates correctly (3534)

  • The Customer billing statement generator page will display the correct reported units (3571)

  • Addressed some instances of rate not being recalculated in the Sales dashboard and Task info pages (3551)

  • Realtime pages will now only be visible to realtime-enabled resources (2017)

  • Trying to recalculate all pricing in the Orders tab will no longer require unrelated roles. Tooltips updated to reflect this more accurately (3418)

  • The “Duration in minutes” column will now display correctly in the Resource reports generator page (3708)

  • The export from the Series status report page now works as intended (3704)

  • Fixed an issue that would trigger a warning when adding a new project (4175)

API related development and bug fixes

  • Change log added to the TM API configuration (3183)

  • The following data has been added to the task section of the OrderStatus endpoint: (3249)

    completionDate - if available, date time in UTC.

    compleatedById - The user ID

    compleatedByName - The user Name

  • File types added to the AddFile API. Can be configured at the system and customer level (3116)

  • Added FileTypes verification to the API with a message. When an invalid value is passed the system returns a message “FTP Server not found” (3323)

  • Added endpoint for Order notes (3456+3451)

  • The External API page within Customer and Resources info pages has been split into two tabs: one for established Handshakes, another for Handshake requests (3481)

  • New endpoint added to the API: GetResourceReport (3445)

  • New endpoints added for task completion after file upload: taskUniqueOrderIdToComplete and taskCodeToComplete (3243)

  • The following endpoints were added to OrderUpdate: (3306)

    • orderNumber

    • language

    • product

    • taskUniqueOrderId