CMap Updates Log — 2022

This article consolidates the "CMap Updates"—announced in-app to admin users—released during 2022 into a handy list. 

Every update has a unique 5 digit identifier to help us track down the intricate details of the change if you'd like to speak to us and find out more.

Week 20, May 16-20:

25595 — Filter on time & materials "Time to Bill" page
We removed the automatic date filter on the time & materials page where you select time to bill because we wanted to avoid incidents of time not being billed because it fell outside of the date filter. However, by popular demand, we're reintroducing the ability to apply a time filter to timesheet entries in this page. All you need to do is click "Set Filters" and select your preferred date range.
Editions = Non-AEC
Plans = Growth, Pro & Enterprise

22605 — Invoicing accuracy updates

We've made a number of improvements that will help to improve your control of invoicing accuracy. These include:

1.  The ability to set a "Currency" for the invoice template (in the "Invoice, Credit & PO Templates" admin tool), which will help users to select the correct template
2. A "Currency Discrepancy" soft warning dialog when the user attempts to create an invoice using a template that uses a different currency
3. A "Tax Rate Discrepancy" soft warning dialog when the user attempts to create an invoice where the selected tax rate differs to the rate managed using "Set Default Tax Rates" on the company record

Editions = All
Plans = Growth, Pro, Enterprise

20565 — AEC invoice schedule indicate invoice status
This is set to be a popular one! We've introduced color-coding to the Invoicing Schedule in AEC. This means you can now determine if the invoice value is scheduled, approved, invoiced, paid or part paid. The color-coding follows the same format as the Invoicing Calendar report
Editions = AEC
Plans = Growth, Pro & Enterprise

26352 — Time off approval email fix
We fixed an issue for clients that a use a time off feature which prompts Project Managers to approve holiday requests if the user is booking time off during a period when they're resourced to one of their projects. The issue was that if the user booking time off was the Project Manager on a project, they'd receive the email to approve their own holiday, not their approver. This has now been rectified
Editions = All
Plans = All

Week 16, Apr 18-22:

15857 — Report Builder Time off Data Fixes
There were 2 issues we solved as part of this fix: (1) Time off data has been tricky to use in Report Builder. In essence, some of the values are split when they should be added together, which impacts the calculations you're trying to build, and (2) Report Builder wouldn't show users in a Time Off report unless they had booked time off (as it looked for data, rather than an absence of it). These issues have now been resolved.
Editions = All
Plans = Pro & Enterprise

20520 — AEC Story So Far Future Externals Calculation update
The AEC Story So Far includes the fees for won workstages. However, the future costs were included from all stages. We've updated the calculation to bring everything in line, meaning future costs are now only included for won stages.

Editions = AEC only
Plans = Pro & Enterprise

22594 — Consolidated Invoicing - Crediting & Resetting using the Detailed approach on T&M projects
N.B. This update only applies to non-AEC clients' using the "Consolidated Invoicing" feature.
When a consolidated invoice was created containing Time & Materials projects using the "Detailed" approach, and then credited, the parent invoice was credited but the associated invoices on the consolidated invoice were not credited back. This has now been resolved.
Editions = Non-AEC only
Plans = Growth, Pro & Enterprise

23416 — Consolidated Invoicing - T&M + FF projects - Detailed approach - Crediting
Time & Materials and Fixed Fee projects can be combined onto a consolidated invoice. However, they have different methods for being credited. To get this working in a slicker manner, we now credit Fixed Fee elements in the same way as T&M (but without the detailed information).
Editions = Non-AEC only
Plans = Growth, Pro & Enterprise

22993 — T&M - Disable delete icon on the timesheet row for locked timesheet entries
If a timesheet entry has been billed or written off it was locked in the timesheet so the user couldn't update the timesheet entry. However, the user could still delete the timesheet row and, therefore, delete the locked timesheet entry. To remedy this, we've disabled the delete icon on the timesheet rows containing locked timesheet entries.
Editions = Non-AEC only
Plans = Growth, Pro & Enterprise

23250 — Detailed T&M - Not allowing time to be moved once invoiced and credited
Timesheet entries which had been written off and then the timesheet had been deleted still showed the write off value in 2 places (1) the "Fees Written Off" field in the Invoicing Summary and WIP Panel, and (2) in Report Builder. Also, you could move timesheet entries to other projects and break the link between the timesheet record and the invoice + credit note. This has no been fixed.
Editions = Non-AEC only
Plans = Growth, Pro & Enterprise