V1.6.2 Connect Release Highlights


V1.6.2 Connect Release Highlights:

Following are the updates for this release and changes done in different Modules.

Projects:

  • Provided “Internal Project” checkbox at user project level. When selected, Revenue will not be calculated in Revenue Performance & Gross Margin Report for that particular user project.

Benefits:

  • Implemented bulk actions to create insurance and deactivate insurance records for multiple users in one go.
  • Added vacation closing balance amount in vacation details tab and the detailed information will be displayed when clicked on used vacation hours.

Documents:

  • Active document categories will be displayed while creating documents based on the document category settings in the admin settings.
  • If ‘Ignore for consultants’ is set to ‘Y’ for any particular category in admin settings, that category related records will not be displayed to consultants.

Invoice:

  • Selected client/vendor balance and available credits will be displayed in invoices.
  • Previously invoiced copies will be displayed as “Invoiced history” for Re-invoiced & Regenerated records.

Workqueue:

  • If ‘Verification Required for Inactive Documents’ is set to ‘N’ for any particular document category, that category related inactive documents will not be displayed in workqueue as ‘Verification required’.

Payroll:

  • Selected project’s billable client/vendor will be displayed in payroll pay setup.

Expenses:

  • Provided Reject option for approved expenses and you cannot reject expense if the payment is initiated.

Reports:

  • Implemented Expenses report & Gross Margin Summary Reports.
  • Bi-Weekly frequency added in schedule reports, which enables users to receive report mails once every two weeks.

And, small and not so small bug fixes.

Consultant:

 Document:

      1. Sub-menuis implemented for the documents and user documents screenis displayed when selected the sub-menu.
      • User Documents

User Documents:

Documents and general forms are displayed in user documents tab.

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Ragotham Reddy

Customer Success Engineer at Vultus