Release Notes

Save
    Written by HarmonyPSA on 2018-06-18 Last updated 2020-01-11 - 15 minute read
Last updated on 1/11/2020 1:00:02 AM

This is a reference list of features and bug fixes released in the last 10 Harmony releases
For a detailed description of new features please keep an eye out for our more complete new feature announcements in our blog.

Harmony v4.20.4
#20190813.16 - Feature (Work Item) - Staff Skills

Related To: Projects
Related Tickets: #20190507.8

#20190916.13 - Feature (Work Item) - Initialise multiple supplier schedules at a time

Related To: Schedules


#20191001.5 - Bug (Work Item) - Retry requests on stale object exception

Related To: Xero
Related Tickets: #20190930.14

#20191112.13 - Bug (Work Item) - Show Global Contract field on the project grid
- Add global contract to project list grid
Related To: Projects
Related Tickets: #20191111.23

#20191115.19 - Bug (Work Item) - Uploading expenses / Credit Card Statements
Ability to upload Expenses for every staff member added to the upload menu.
Related To: Expenses
Related Tickets: #20191115.4

#20191118.29 - Feature (Work Item) - Editable line descriptions on invoice after it has been posted
Made invoice line descriptions editable after the invoice is posted
Related To: Projects


#20191127.13 - Bug (Work Item) - Ticket external reference set by Outlook
- Add outlook email id on the audit log when creating tickets from emails
Related To: Email
Related Tickets: #20191025.8

#20191127.32 - Bug (Work Item) - Remove/Archive calendar schedule types
Ability to Archive a Calendar Schedule Type added.
Related To: Calendar


#20191129.29 - Bug (Work Item) - Volume charges billing options

Related To: UI


#20191202.32 - Bug (Work Item) - Missing error message when description missing on new Account Code
Bugfix on update Account Codes with empty Descriptio.
Related To: Invoicing


#20191205.30 - Bug (Work Item) - Unable to remove External Systems from menu.
- Allow to remove the External Systems and Assets for the OperattionsUserRole
Related To: UI
Related Tickets: #20191205.29

#20191205.35 - Feature (Work Item) - Setting to recognise the cost of more than one day of overhead time against a project per day
- Allow to recognise the cost of more than one day of overhead cost against a project
Related To: Projects


#20191210.21 - Bug (Work Item) - Has Left Company checkbox under Resources > Customers not working
Bugfix on deleting a Customer's contact.
Related To: Errors


#20191213.11 - Bug (Work Item) - Add contract and portfolio contract columns to invoices grid

Related To: Projects
Related Tickets: #20191213.10

#20191215.10 - Bug (Work Item) - Show the Details and Original tab for supplier invoices when in Sales and Operations view
- Show Suppliers invoices menu option (with Detail and original tabs when displaying an invoice) for Sales and Operation
Related To: Billing
Related Tickets: #20191215.9

#20191217.13 - Bug (Work Item) - Unable to edit tax rules on rates for contracts

Related To: Other


#20191218.14 - Bug (Work Item) - Apostrophe in company name breaks QBO export

Related To: Quick Books Online


#20191227.11 - Bug (Work Item) - Outlook web add-in issue

Related To: Outlook Integration


#20191230.10 - Bug (Work Item) - Better defaults when planning tickets\work items
- When Project Plan when creating a ticket some values are set automatically
Related To: Projects


#20191230.13 - Bug (Work Item) - Invoices not showing up on 'Related invoices' tab in the Schedule

Related To: Invoicing
Related Tickets: #20191230.12

#20191231.12 - Bug (Work Item) - Unable to create recurring actions
Bugfix on generating Recurring Actions.
Related To: Ticketing
Related Tickets: #20191222.5

#20200102.9 - Bug (Work Item) - Ticket Comment upload not matching on user full name
As per title
Related To: Ticketing


#20200106.15 - Bug (Work Item) - Include Instance Base Value column on orders, quotes and oppo lists
Additional columns on reports and lists for the values in base ccy
Related To: Reports
Related Tickets: #20200106.14

#20200106.20 - Feature (Work Item) - Clarify wording on cross charging invoice lines
Improvement to line descriptions
Related To: Billing
Related Tickets: #20200106.19

#20200107.3 - Bug (Work Item) - Customer Name column on Invoices Awaiting Export view
- The Customer Name column is shown in the customer Invoices Awaiting Export view
Related To: Invoicing
Related Tickets: #20200107.2

#20200107.18 - Feature (Work Item) - Drive the un-invoiced value on the project from invoice lines rather than billing release
This change makes the modelling more flexible as you can use the global contracts as parents to projects and still get uninvoiced values correct
Related To: Projects


Harmony v4.19.33
#20191206.5 - Bug (Work Item) - Missing document template for Work Items
bugfix on create a template document for workitem types for sign off.
Related To: Ticketing
Related Tickets: #20191206.4

#20191212.18 - Feature (Work Item) - Ability to add a free-form field into tasks
New free form custom numeric field on tasks that is pulled through to the Earned Spent Time report
Related To: Projects,Reports


#20191212.19 - Feature (Work Item) - Include Product Family(s) in the EST report
Product family column added to Earned Spent Time Report
Related To: Reports


#20200102.8 - Bug (Work Item) - BlueSnap Payment Request Contact Issue
Bugfix on request from contact for the BlueSanp payment method.
Related To: Bluesnap
Related Tickets: #20191231.15

Harmony v4.19.31
#20191017.23 - Bug (Work Item) - Task list on Tickets not filtering by Contract

Related To: Ticketing,Timesheets
Related Tickets: #20191017.15,#20191018.8

#20191129.31 - Bug (Work Item) - When winning or losing a quote, you are not presented with a Close Reason dropdown when updating the oppo

Related To: Quotes
Related Tickets: #20191129.30

#20191203.10 - Feature (Work Item) - SLAs: Show remaining time when On Hold
Show the remaining time left on the SLA when the ticket is in a On Hold state
Related To: SLA


#20191206.10 - Feature (Work Item) - Include the Account Manager field, and Quote Refs and Order Refs fields into the Oppo reports

Related To: Reports
Related Tickets: #20191206.9

Harmony v4.20.1
#20190124.36 - Bug (Work Item) - QBO UK improvements
improved error messages about Taxes for exporting supplier invoices to Quickbooks.
Related To: Quick Books Online


#20190807.18 - Bug (Work Item) - Change hover cursor for Date Picker
Bugfix in UI: no entry sign removed for date pickers in projects, task tab.
Related To: UI


#20191010.23 - Bug (Work Item) - Out of Hours - Auto Response
Bugfix on Rule's filters which are timeRange types.
Related To: Rules
Related Tickets: #20191007.32

#20191024.19 - Bug (Work Item) - Outlook plugin error
- Fix issue on Outlook add-in when the user changes the password on Harmony, or enable 2FA after is logged in on outlook.
Related To: Outlook Integration
Related Tickets: #20191008.32

#20191101.16 - Bug (Work Item) - Print Expenses bug fix
Bugfix in printing unapproved Project Expenses.
Related To: Errors,Expenses
Related Tickets: #20191101.15

#20191105.19 - Bug (Work Item) - Project plan progress percentage
Corrected project percentage completion calculation
Related To: Projects
Related Tickets: #20191105.18

#20191121.7 - Feature (Work Item) - Add an invoice verification process similar to the supplier invoice verification process

Related To: Invoicing


#20191121.11 - Feature (Work Item) - Edit Invoice: add hyperlinks to the project
Made project references on invoice edit page hyperlinks to the project.
Related To: Invoicing


#20191121.12 - Feature (Work Item) - When sending supplier invoices to quickbooks online, use the supplier invoice ref not the Harmony invoice ref and include project refs in the memo field
Added the ability to select "Use Harmony Reference For Exported Supplier Invoices". If not select it will pick up account ID on the employee.
Related To: Invoicing


#20191121.13 - Feature (Work Item) - When exporting employee expense remittances, use the employees Account ID if present rather than their name for the QB account reference
Use the Account ID on employee if "Use Harmony Supplier Reference when sending Supplier Invoices" is unchecked when exporting to quickbooks online
Related To: Invoicing


#20191121.15 - Feature (Work Item) - Include link to customer project on supplier invoices

Related To: Invoicing


#20191126.10 - Bug (Work Item) - Include Rate Contract custom fields from API call
bugfix on getContracts in the API.
Related To: API
Related Tickets: #20191125.28

#20191127.17 - Feature (Work Item) - Portfolio Projects

Related To: Projects


#20191129.14 - Feature (Work Item) - Make Project End Date a mandatory field when you create a project
We have made Project End Date a mandatory field when you create a project
Related To: Projects
Related Tickets: #20191129.15

#20191129.19 - Feature (Work Item) - Ability to edit the due date on the sales billing release grid
Added the ability to edit the due date on the sales billing release grid
Related To: Billing
Related Tickets: #20191129.18

#20191129.21 - Feature (Work Item) - Role to update employee cost rate column from employee view
We are now able to bulk update employee cost rate column from employee view
Related To: Other
Related Tickets: #20191129.20

#20191129.25 - Feature (Work Item) - Show Column for Latest Release Date in Billing Release > Sales
New "Latest Billing Release Date" column in Tasks > Sales > Unreleased Sales TAB
Related To: Billing
Related Tickets: #20191129.24

#20191129.27 - Feature (Work Item) - Update all value columns to include $ sign (particularly billing release > sales > invoice value)
We have added the currency symbol to column that have currency values in them
Related To: UI
Related Tickets: #20191129.26

#20191129.28 - Bug (Work Item) - When adding lines to an invoice it is warning about pulling in drawdown lines at the same time when it shouldn't be
Removing confirmation message before adding new invoice lines
Related To: Invoicing


#20191203.25 - Feature (Work Item) - When creating quote from the project, set the project field to the same project.
When creating quote from the project set the project field to the same project
Related To: Quotes


#20191204.22 - Bug (Work Item) - When creating project from order asks for enddate

Related To: Orders


#20191204.24 - Feature (Work Item) - Add Disabled Access on the Employees view

Related To: Other


#20191205.8 - Bug (Work Item) - Quick change for teams drop down not populated
Bugfix on setting team when creating a ticket by email.
Related To: Ticketing
Related Tickets: #20191203.19

#20191205.23 - Bug (Work Item) - Remove the ticket ref from generated title
Removal of the ticket ref from recurring generated tickets in the title
Related To: Ticketing
Related Tickets: #20191205.22,#20191212.6

#20191206.7 - Feature (Work Item) - Add permission to enable/disable users to edit the GLCode
Add permission to enable/unable users to edit the GLCode
Related To: Quotes


#20191209.4 - Feature (Work Item) - Add option to show tax code as well as tax percentage in invoice
Added option to show tax code as well as tax percentage in invoice
Related To: Invoicing


#20191209.8 - Bug (Work Item) - Total Value On Project List including Account Abandoned Orders
Removed abandoned orders from total calculation.
Related To: Projects


#20191209.22 - Bug (Work Item) - PRoduction is erroring on searches
Bugfix on Lucene index, and search results in lookups.
Related To: Search
Related Tickets: #20191205.39

#20191210.11 - Bug (Work Item) - Auto adjust tasks to not end on a non-working day
Fix to dates when dragging items on the gantt
Related To: Projects


#20191212.21 - Bug (Work Item) - Sales people do not see the Document tab in the invoices
The documents Tab was missing
Related To: Invoicing
Related Tickets: #20191212.20

#20191212.22 - Feature (Work Item) - Mobile App
Changes added in regarding the upcoming mobile App
Related To: UI
Related Tickets: #20190222.6,#20191104.14

#20191213.14 - Bug (Work Item) - Portfolio project details drilldown doesn't show all journal lines
Portfolio project details page error fix and show all journal lines in profit drilldown
Related To: Projects
Related Tickets: #20191213.13

#20191215.8 - Bug (Work Item) - The supplier invoice prefix is pulling from SI not from (DSI) .
Fix to make draft supplier invoice Prefix be chosen correctly
Related To: Billing
Related Tickets: #20191213.7

#20191217.9 - Bug (Work Item) - The wait operation timed out during Upgrade.ToLatest

Related To: Errors


Harmony v4.20.3
#20191202.30 - Bug (Work Item) - Project ID is not hidden in Tasks
Bugfix on subtask grid's columns.
Related To: UI


#20191224.3 - Bug (Work Item) - Error occurs when creating or deleting sub tasks

Related To: Projects


#20191227.2 - Bug (Work Item) - Order state not changing to Abandoned when abandoning order
- Bugfix for Order Action "Abandon Order"
Related To: Orders
Related Tickets: #20191227.1

#20191227.5 - Feature (Work Item) - Add counterparty ref to supplier invoice lists
- Now showing supplier invoice ref in Tasks > Supplier Invoices and Project > Purchases
Related To: Billing
Related Tickets: #20191227.4

#20191231.7 - Feature (Work Item) - Add a setting to decide which cost costs are used on COG expenses

Related To: Expenses
Related Tickets: #20191231.6

Harmony v4.20.2
#20191004.20 - Feature (Work Item) - Add Total Hours on Timesheets
Now there are totals on rows and weekly total on timesheet
Related To: Timesheets
Related Tickets: #20190918.12

#20191104.23 - Bug (Work Item) - Project Work Items continue to shift out of order (Activities and Tickets).
- Bugfix for ordering activities and tickets on a project
Related To: Projects,UI
Related Tickets: #20191103.6

#20191105.11 - Bug (Work Item) - We have a recurrence of the work item number repeating in the subject name.

Related To: Projects,Ticketing,UI
Related Tickets: #20191119.25

#20191129.11 - Bug (Work Item) - Bug - v4.20-AlphaMaint.17 - Project Manager role can still search invoices even though permission not selected

Related To: Sales


#20191205.14 - Bug (Work Item) - Missing Tabs in sales view and incorrectly named operations

Related To: Other


#20191205.17 - Feature (Work Item) - Include the Delete button on the unassigned invoice lines row when looking at a project
New delete link on the unassigned invoice lines row when looking at a project
Related To: Billing


#20191205.25 - Bug (Work Item) - Travel Time is not copying forward for recurring tickets
- Fix for the bug "Travel Time is not copying forward for recurring tickets"
Related To: Ticketing
Related Tickets: #20191205.24

#20191211.13 - Bug (Work Item) - Schedule Upload & Boolean Custom Field error
Bugfix for uploading custom fields with type Decision and Boolean.
Related To: Data Import
Related Tickets: #20191211.8

#20191213.29 - Bug (Work Item) - Ticket comment end point is only showing one comment line.

Related To: API
Related Tickets: #20191212.23

#20191215.5 - Bug (Work Item) - Abandon quotes/orders should show oppo stage/close reason
Abandon quotes/orders should show opportunity stage/close reason
Related To: Quotes


#20191215.7 - Bug (Work Item) - Supplier invoice value and tax is doubling
- Bugfix adding invoice lines did not change Invoice Net and Invoice Tax values.
Related To: Billing
Related Tickets: #20191215.6

#20191215.12 - Bug (Work Item) - Be able to edit Subject and Attn Of on an invoice after it has been posted
- Can edit Invoice Subject and Attention Of from released invoices
Related To: Billing
Related Tickets: #20191215.11

#20191217.12 - Bug (Work Item) - SSO Log out issue
Added an event handler upon acquiring the session state that clears it if in response to a login/out request.
Related To: Other
Related Tickets: #20191217.11

Harmony v4.19.30
#20190920.14 - Bug (Work Item) - Outside Consultant - Restricting Role and Views
Bugfix on "EnableCustomerLevelAccessControl" for entering time sheet.
Related To: Timesheets
Related Tickets: #20190919.40

#20191009.85 - Bug (Work Item) - Cannot create advanced filter on Category in Portal
Bugfix at "TicketOwner" external user permission.
Related To: UI
Related Tickets: #20191004.26

#20191012.1 - Bug (Work Item) - Document display name not being used on time backing sheet
The customer name, not the document display name was being used on the invoice time backing sheet
Related To: Invoicing


#20191120.15 - Feature (Work Item) - Rule for action created emails
"Calendar Schedule Create" event added to rules.
Related To: Actions & Events


#20191123.2 - Feature (Work Item) - Ability to import multiple external system assets at a time
Ability to
Related To: External System Integration


#20191126.13 - Bug (Work Item) - Can't change external user access to sales information
Bugfix on saving AccessToSalesInformation checkbox at contacts.
Related To: Other
Related Tickets: #20191113.15

Harmony v4.20.0
#20190912.13 - Feature (Work Item) - Additional options around editing groups on quotes

Related To: Quotes


#20190920.11 - Bug (Work Item) - Problem with the "Create Company If Not Present"
bugfix on exporting supplier invoices to QuickBooks.
Related To: Quick Books Online


#20190925.16 - Feature (Work Item) - Make Legal Entity and Brand optional on Lead and Campaign

Related To: Sales


#20191003.26 - Feature (Work Item) - Add ability to turn off auto follow when adding tasks\actions\event or posts to items

Related To: Actions & Events


#20191021.5 - Bug (Work Item) - Can't update custom fields on contact when editing contact (on pop-up)
Fixed lookup type customfield on contact is not working when editing contact from the contacts grid on customer
Related To: Custom Fields,UI
Related Tickets: #20191018.20

#20191021.11 - Bug (Work Item) - Item Bundles and SLA Modifier

Related To: Quotes,UI


#20191030.6 - Bug (Work Item) - Ticket comment not defaulting to Private
Fixed: When adding time booking from time bookings tab on the ticket, radio buttons public/private for ticket comment is not defaulting according to settings
Related To: Ticketing,Timesheets,UI


#20191104.28 - Bug (Work Item) - Project tasks do not have 'Use System Default' option for timecomment required field
Bugfix in project's tasks: Added UseSystemDefault option for timeSheet comments required.
Related To: Projects
Related Tickets: #20191001.14

#20191118.35 - Feature (Work Item) - Add ability to put a value rather than % markup on a rate expense

Related To: Expenses


#20191120.19 - Bug (Work Item) - Custom Fields in Calendar Schedule items do not populate when changing the sub-type or at creation
bugfix on saving custom field value on action/event creation.
Related To: Actions & Events,Calendar


#20191125.30 - Bug (Work Item) - Bulk update to restrict custom fields by user permissions
bugfix on permissions for custom field bulk update
Related To: Custom Fields
Related Tickets: #20191123.5

#20191126.8 - Feature (Work Item) - Notification tracking
Feature - Notification Tracking
Related To: Email,Rules


#20191127.7 - Feature (Work Item) - Rich Text Custom Field type
There is a new rich text type on custom fields now
Related To: Custom Fields
Related Tickets: #20191113.16

#20191129.9 - Bug (Work Item) - Stop Recurring events popup not showing date picker
Bugfix on showing date picker in stop recurring events.
Related To: UI


#20191129.34 - Bug (Work Item) - All work items showing on calendar
Fix bug where items related to the user's team were shown even though not of the type 'Event'
Related To: Actions & Events
Related Tickets: #20191129.33

#20191203.12 - Bug (Work Item) - No data available 'add client task' Security permission does not work for customer level access control
bugfix on view client tasks in the timesheet.
Related To: Custom Fields


#20191212.9 - Feature (Work Item) - Tickets & Work items

Related To: Projects,Ticketing


#20191212.10 - Feature (Work Item) - Project Improvements

Related To: Projects


#20191212.11 - Feature (Work Item) - Time Related

Related To: Billing,Timesheets


#20191212.12 - Feature (Work Item) - Scheduler

Related To: Projects


#20191212.13 - Feature (Work Item) - Brands

Related To: Sales


#20191212.14 - Feature (Work Item) - Quote Designer Improvements

Related To: Quotes


#20191212.16 - Feature (Work Item) - User Security
Timeout can be set by IP Address More information can be found here: https://help.harmonypsa.com/article/show/89001-user-security-settings-within-harmony-psa
Related To: Setup


Harmony v4.19.32
#20191128.14 - Bug (Work Item) - Go cardless payments should have harmony invoice reference in description
Go cardless payments should have harmony invoice reference in description
Related To: GoCardless
Related Tickets: #20191129.7

#20191203.11 - Feature (Work Item) - Prefix/Suffix text for Dynamic tags
This change will update all tags to support adding a prefix or suffix text to the tag by adding "_AddPrefix:Prefix Text" or "_AddSuffix:Suffix Text" to a tag
Related To: Rules
Related Tickets: #20190926.24

#20191204.13 - Feature (Work Item) - QuickBooks: Migrate to OAuth 2
QuickBooks was Migrate to OAuth 2
Related To: External System Integration


#20191215.4 - Bug (Work Item) - GoCardless mandate status for SEPA Core
Import SEPA Core mandates
Related To: GoCardless


Harmony v4.19.29
#20190906.16 - Bug (Work Item) - Unable to reset supplier invoice up for payment after rejection for payment request
Bug fixed where you were unable to reset supplier invoice up for payment after rejection for payment request
Related To: Invoicing
Related Tickets: #20190906.10

#20190920.16 - Bug (Work Item) - Tax total row not appearing on the invoice when the tax value is zero
Tax total row is now appearing on the invoice when the tax value is zero
Related To: Quotes
Related Tickets: #20190920.7

#20190927.10 - Bug (Work Item) - Cannot export Purchase Invoices to Sage
Bugfix in exporting invoice with a small quantity to Sage one.
Related To: SageOne


#20191008.17 - Bug (Work Item) - Find Expenses listing errors when filtering by Contract Manager
Fixing the filters in expenses
Related To: UI
Related Tickets: #20191004.25

#20191010.12 - Feature (Work Item) - Time sheets- bookings download in CSV (Print Options)
Ability to download submitted the user timesheet in CSV files, from Finance >Tasks > My Time > Enter Time.
Related To: Timesheets
Related Tickets: #20190508.17

#20191016.5 - Bug (Work Item) - When work items archived, it still shows up in the Gant view of the project
Bug fixed where archived work items were appearing on the gantt
Related To: Projects


#20191111.11 - Bug (Work Item) - Forecasted GP does not have a base value with the base currency
Adding forecasted gross profit in base on opportunity details report
Related To: Sales


#20191112.14 - Bug (Work Item) - Aged Creditors showing counterparty twice
Bug fixed where Aged Creditors was showing counterparty twice
Related To: Reports


#20191114.4 - Bug (Work Item) - Custom Email Template: Enabled checkbox
Bugfix on untick the Enabled checkbox on a Custom Email template.
Related To: Rules,Setup


#20191114.8 - Feature (Work Item) - Change UI style if Test instance
Changed top menu colour and user profile colour based on test and superuser.
Related To: UI


#20191115.5 - Feature (Work Item) - Importing mandates from GoCardless
We can now import mandates from go cardless
Related To: Billing


#20191118.18 - Bug (Work Item) - Broken Link
Broken help link was fixed
Related To: Errors
Related Tickets: #20191118.13

#20191118.33 - Feature (Work Item) - Add Last Logged In date to Employee grid
The LastLoggedIn column added to Find User grid, and it is in the user time zone.
Related To: UI
Related Tickets: #20191113.19

#20191119.22 - Bug (Work Item) - Problem Updating Company Contact Records
Bugfix in company contact update.
Related To: UI
Related Tickets: #20191119.20

#20191120.22 - Feature (Work Item) - Additional opportunity report and order and quote detail report columns
Additional columns in reports
Related To: Reports


 

About the Author: Harmony Business Systems Ltd (HBS) is the company behind HarmonyPSA, the most complete cloud PSA software on the market. Developed with functionality to cater for even the most complex needs of MSPs, VARs, ISVs and Professional Services organisations, HarmonyPSA truly is the next generation of PSA systems. HBS is an independent company based in the UK. Follow HarmonyPSA on , LinkedIn or Website


Categories

Recent posts

Subscribe to our blog