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What's New - October 23, 2023
Streamlined time management and simplified fixed assets migration
Streamlined Time Management
Improved error messages when un-posting time entries
When selecting multiple line items to un-post from the Time Posting page, you will now get an error message if any of the line items cannot be unposted, e.g. Job "ABC00001" is inactive, time can not be unposted". For more information on un-posting time from a job, click here.
View historical time entries for employees with new office assignment
The system is no longer validating the user's office against an employee's current office when reporting historical time entries. As long as users have access to the office of the job where hours are posted, they're able to access time entries for the employee on the "Time Posting" page and time reports.
Employee title on Client Monthly Time Report
The Client Monthly Time Report export now includes each employee's title. This additional dimension is helpful when analyzing a role's (via title) contribution in specific client projects.
Simplified Fixed Assets Migration
What is it?
The Fixed Assets Import template has three (3) new columns:
- Opening Balance Accounting Year
- Opening Balance Accounting Month
- Opening Balance Accumulated Depreciation
Why does it matter?
Migrating fixed assets and accumulated depreciation from a previous system to our platform is now more efficient. This updated import template eliminates the need for the previous two-step process, making the transition smoother.
How does it work?
To access the new template, navigate to Accounting > General Ledger > Fixed Assets and click the Import link.
Click "Download template" to obtain the import sheet. After filling in the correct information, press the Select File button to upload the completed sheet.
