Release Notes

Save
    Written by HarmonyPSA on 2018-06-18 Last updated 2018-08-21 - 22 minute read
Last updated on 8/21/2018 4:00:04 AM

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

Harmony v4.16.2
#20180618.35 - Feature - Subscription for release notes
Add checkbox, "Receive Updates From Support Team", in profile page to let user choose if they want to receive updates from support team by intercom.

#20180709.23 - Bug - Converted Quote marked as Issued
Introduce confirmation dialog regarding quote state change when print a quote and tick/untick checkbox "Mark As Sent to Customer".

#20180812.2 - Bug - Cache the compiled razor templates for quicker rendering of documents


#20180816.37 - Bug - Comments missing from earned spent time
When you add a new timebooking and update the comments on it, the related earned spent time record's comments was not being updated

#20180807.23 - Bug - Versioned schedule ref validation on asset upload
Make it possible to upload an asset to a schedule that has more than one non archived version and belong to same contract.

#20180815.14 - Feature - Include CreatedBy columns in Find Quote and Find Order
CreatedBy columns are now included in the Find Quote and Find Order list

#20180815.15 - Feature - Track changes to Annual Leave Budget in audit log of staff member
Changes to annual leave budgets will now be reported in the audit log tab of the user

#20180815.16 - Feature - Add Quick Create Quote menu item to the Operations View
Quick Create Quote menu item added to the Operations View

#20180815.18 - Bug - Open work item in new tab when clicking on work item from project task sheet
Now when clicking on a work item on the project task sheet, it will open in a new tab so you can easily close the tab to get back to the project list.

#20180815.20 - Feature - Remove size limit on incoming email attachments
Now there is no limit on the size of the email attachments which Harmony can receive

#20180815.22 - Bug - Columns on Annual Leave Budget Report are not sorting correctly
Some columns on the Annual Leave Budget Report were not sorting correctly

#20180815.23 - Bug - Missing label for Custom field list options
Add missing lable in Custom Fields page (for list options).

#20180814.22 - Feature - Change default asset list count to 20
The asset lists now default to 20 shown rather than 10

#20180814.23 - Feature - Include the project ref in the project name on the ticket
Ticket detail form now includes the project ref in the project name

Harmony v4.16.1
#20180620.16 - Feature - Assets search grid and customer info
Add customer dropdown in ticket asset modal to help filter the grid. Remove the "Save Filter" button from advanced filter pane since it is not possible to save any searches there or use existing saved searches.

#20180613.19 - Bug - Unable to edit a task on a project
Correct a bug in how edit a task was handled.

#20180808.11 - Bug - Categories archive enhancements
Modify such that ticket category works like team, i.e it is possible to both hard delete (if not reference any ticket) and archive.

#20180803.20 - Feature - WebAPI: Add Schedule endpoint
Added Schedule endpoint to WebAPI to allow schedule information to be searched and retrieved via the WebAPI. More information can be found from the Tools > Web API page.

#20180807.20 - Bug - Remove the help icon from top menu
Remove obsolete question mark in top menu referencing the old help site.

#20180802.82 - Bug - When logging in, the 2FA checkbox if you get your password wrong
Correct error such that if an user that does not have 2FA enabled logs in and enters wrong password then 2FA log in will not open, which was the case before.

#20180809.7 - Bug - Provisional value is not correct on the grid and Power BI
Fund Provisional Value calculation fixed.

#20180727.12 - Bug - Ticket reference missing from Time booking grid
Columns "Ticket" is added in the grid in "Time Bookings" tab for "Rate Contracts", "Projects" and "Schedules"

Harmony v4.16
#20180523.16 - Feature (Work Item) - Customer Approval of Expenses


#20171214.18 - Feature - Add support for updated events on rule notification on all key objects
New functionality to define custom events for entities (supporting rules) and you can use that event in rules creation to fire emails when property updated.

#20180713.7 - Feature - Ability to link sites in n-Central integration
Now when linking sites from n-central, you can link them to address underneath customers within Harmony

#20180623.2 - Feature - Simplify the Project Manager approval of time
Project managers can now approve project time. The setting for this is set on the contract\project level and time is approved through the usual weekly time approval screen.

#20180514.5 - Feature - Ticket Details Form Improvements
A rework of the ticket details screen has taken place to make it easier and faster to use. Load time has been improved as has usability. A number have changes have taken place so please see help page for new ticket interface for more details.

#20180607.22 - Feature - Fund Usability Improvements
Funds now have a Tentative balance which is affected from the moment you book time and before it is submitted or approved. This balance is visible directly on the timesheet when booking time, and on the tickets.

#20180720.1 - Bug - Ticket BookedHours removed twice


#20180723.14 - Feature - New monthly net margin report and new columns on SLA report
There is now a new monthly margin analysis report available under Reports > Accounting. This data is also available in the API. Some new columns have been added to the SLA report to include time in seconds as well as formatted as a timespan. This makes the API easier to use in some cases.

#20180723.16 - Feature - Ability to log expenses across legal entities when they have different base ccys
If you do not set a tax group on an expense category, the employee can select a tax category. Also, expenses can be logged across legal entities now when those legal entities have different base currencies and are in different countries.

#20180723.15 - Feature - Timesheet performance improvements
Large timesheets are now much faster to render and edit

#20180722.3 - Bug - Show correctly configured document headers when previewing documents and signing online
The configured document headers (if changed from the default templates) were not being used when signing orders\quotes online, and were not shown at all when previewing documents.

#20180213.2 - Feature - Add brand to profit report and to monthly margin analysis report
The company profit report now has a brand filter

Harmony v3.15.67
#20180803.18 - Bug - Cost recognition rounding issue
Fixed rounding error that was leaving an unreleased value.

Harmony v4.15.15
#20180703.32 - Bug - Unable to delete a product group within a product family
Make it possible to delete IndependentItemGroup.

#20180802.85 - Bug - Invoices awaiting export unfiltered view
Change such that the 3 dropdown lists in page "Finance > Tasks > Invoices > Invoices Awaiting Export" are unfiltered on page load.

#20180727.34 - Bug - Documents tab on KB article does not list number of objects attached
Number of documents attached to a knowledge base article will be appended in parentheses to tab "Documents" if number of documents are more than 0, for example "Documents (2)" if there are two documents attached.

#20180727.37 - Bug - Teams and Categories hard deleted when should be archived
Make it possible to archive a ticket category. Archive instead of hard delete and possible to archive even if the category references any ticket, which was not possible before if wanted to delete.

#20180730.3 - Bug - Calendar Integration: Vacation / Holidays not appearing in feed.
Correct such that all day events and absences in Harmony calendar show up in external calendar.

Harmony v4.15.14
#20180711.21 - Bug - Harmony Calendar 'All Day' event
Error corrected such that new events and actions should now appear in external calendars.

#20180627.47 - Bug - WIP releases need to go into the correct accounting period
When making WIP claims accounting period list only showed the current period under hard month ends and under date driven mode, the period was not changing when the dates were changes

#20180709.16 - Bug - Contact location shown is incorrect
When viewing the contact card, location is not showing correct. It defaults to the primary location associated with the corresponding customer. Fixed to show correct location.

#20180717.2 - Bug - Upgrade script is breaking saved filters
Fixed an issue created by an update to saved grid filters that were using "Not In" as a criteria.

#20180717.10 - Bug - Timesheet rejection and message to users
The Rejection reason form on the Timesheet Approvals page was not being cleared correctly when switching between users to approve. This has now been fixed and the correct message will be sent to the user.

#20180703.20 - Bug - Consumption billing description bug
when you try to change the description of a consumption line in a contract and then try to create future billing, it does not change the description line on new invoices that are generated. Invoice line ConsumptionContractPaymentLine uses ConsumptionContractPaymentLineDescriptionFormat from Presentation so after this fix we can use ##ChargeableEvent.Description## tag in the consumption invoice line format to have invoice line description same as chargeable event description..

#20180716.9 - Bug - BillingPeriodCalculatedForSchedule operation failed to run on instance
Added additional validation to warn before initializing schedules if the default accounts are not set on the Tax Agency.

#20180706.4 - Bug - Earned spent time report spent unit
Spent unit on earned spent time report was always shown as hours

#20180612.4 - Bug - Initialising recurring line select warning missing
Modify in several places such that a message, "Please select at least one row", is shown instead of a server error.

#20180725.16 - Bug - Long description limit to be removed from Invoice lines
Size limit removed from long description fields on the invoice lines

#20180719.12 - Bug - Committing work items and tasks in German translation bug
Possible to edit an work item if database is in English and browser culture in German and vice vera.

#20180723.20 - Bug - Layout bugs on quote for consumption billing
When consumption rates are added and estimated consumption qty is entered, there appears to be a gap between the last column and the edge of the page. Quote layout has been fixed.

#20180727.16 - Bug - Email Service: POP Client Problem email handling
Minor change to the way problem emails are handled by the POP client. The problem email should now be marked as read after it has been reported so that it isn't picked up again the next time that the mailbox is polled.

#20180726.10 - Bug - Reword user exceeded message
New warning message when exceed number of licenses.

#20180726.13 - Bug - Incorrect heading on Contract Signed popup
Change heading for modal sign contract to "Contract" that incorrectly was "Select a target billing date".

Harmony v4.15.13
#20180716.23 - Bug - Deliverable items quantity remaining after credit
Fixed calculation for determining the remaining quantity for billing after a credit.

#20180717.3 - Bug - Double time in backing sheets for overdrafts
Additional backing sheet columns added: Invoiced Quantity, Booked Days, Booked Hours, Invoice Line Ref, Net Total.

#20180629.18 - Bug - Related Ticket and Document count in German and Spanish
Fixed bug that was stopping the counts being set on the tabs for German and Spanish versions of Harmony.

#20180712.12 - Bug - Product Versioning error on supplier product families
Fixed bug that was causing an error when creating new versions of Supplier Product Families.

#20180712.28 - Bug - Broken Project comparison widget on the Project dashboards
Fixed Project Comparison widget on Projects Dashboard.

#20180716.21 - Bug - Cannot link asset to a specific schedule line
Quick creating assets was not showing the schedule lines from active schedules

#20180323.30 - Bug - Archived Assets are shown in Ticket Asset selection
Fixed the Asset Selection form filter on tickets that was not excluding archived assets form the results.

#20180720.4 - Bug - BlueSnap connection errors not logged
Added additional logging to capture Bluesnap connection issues.

#20180719.15 - Bug - Rounding rules are applied on hours even the budget unit is in days
Hourly rounding rules were being applied on time bookings first and then rounded into days even when the budget was in days

#20180718.11 - Bug - Incidents are not coming up on Tasks > Billing Release > Incidents
Incident based charge events were not being show for billing release if the ticket was not assigned to anyone

#20180718.12 - Bug - Dashboard Event Calendar always in US Date format
Fixed calendar format so that it will use the browser culture to determine the correct format.

#20180718.13 - Bug - Default task on tickets created by email
Fixed to the way that the task is set on tickets that are created by email so that the task set on the Client configuration is taken into account.

#20180718.15 - Bug - Ad hoc timers and ticket link
Changed ad-hoc timer behaviour so that it will link time bookings created from the Ad-Hoc timer to the selected ticket.

Harmony v3.15.66
#20180323.30 - Bug - Archived Assets are shown in Ticket Asset selection
Fixed the Asset Selection form filter on tickets that was not excluding archived assets form the results.

#20180717.21 - Bug - Dropdown for customers not filled with data in modal for Add Unassigned Lines
Fixed the customer dropdown for the Pending Invoices form that was not being populated when opening the page.

Harmony v4.15.12
#20180706.11 - Refactor - Lucene indexing performance improvement.
Lucene index performance improvement

#20180706.14 - Bug - Ability to edit the internal comment after marked as sent
Internal comments on quote was not editable after the quote has been marked as sent to customer. Made it editable.

#20180710.5 - Bug - "null" filters on opportunities and opportunities detail report
Filters on opportunities and opportunities detail reports were showing null for some columns in the dropdown. Fixed to show correct description for those columns.

#20180711.25 - Bug - Lead Telephone contact
When the lead is linked to customer and customer contact don't have telephone number, it should display customer's telephone number.

#20180711.27 - Bug - Opportunity Closed status missing from Opp form
Closed reason field was missing from opportunity details tab. Fixed to show closed reason.

#20180706.71 - Bug - Project Templates creating the wrong work item type
When you go to project > Tasks > Add From template > Add Tasks And WorkItems, work items created does not inherit template's work item type. Fixed work item type to inherit from template's work item type.

#20180710.13 - Bug - Combine product and item uploads label renamed
Renamed upload labels on pricelist and also provided button to upload pricing from pricelist same as for combined upload

#20180709.7 - Bug - Validation on Work Item percentage complete
A validation is missing when updating the percentage completed on a work item. We should only allow a number between 0-100 and avoid users to enter a higher number, either by mistake or deliberately. This may cause confusion when running reports. Validation is added.

#20180709.10 - Bug - Settlement did not generate an invoice line
Settling a fund without a tax rule set was causing the invoice generation to error. Tax Rule is now a mandatory field on the settlement form to ensure that it is set.

#20180712.9 - Bug - Ticket access via url
Added additional permissions and validation for external users when going directly to tickets via a url.

#20180627.7 - Bug - Customer schedule versioning breaking link with supplier schedule
The link to the supplier schedule will now be carried forward to new versions of the customer schedule.

#20180416.14 - Bug - Custom fields for external users
Changed behaviour of when custom fields for tickets are displayed on the customer portal. Custom fields will only be visible once the ticket type is selected.

#20180503.21 - Bug - Grouping ad-hoc lines on quotes
When adding ad-hoc order lines, existing group names from the quote was not being populated

#20180605.8 - Bug - TicketDatesChanged - User timezone is not defined
Fixed issue with timezone not being able to be determined for the overnight tasks.

#20180608.4 - Bug - Jurisdiction validation when changing supplier on PO
Validation to check if the supplier being changed on the purchase order belongs to the same jurisdiction as the existing supplier

Harmony v3.15.65
#20180705.3 - Bug - Customer Field - Dropdown Options Duplicates
Added validation to Dropdown Custom field to ensure that duplicate values aren't entered.

#20180705.19 - Bug - Unmatched supplier Invoices and verification
Added additional columns to invoice grid to show Matched and Unamatched information to speed up verification.

Harmony v4.15.11
#20180615.16 - Bug - Permissions for Filter Deletion
Person having DeletePublicSetup permisison required DeleteSetup permission as well to delete filter setup which should not be required.

#20171117.4 - Bug - Internal company indexing
Fixed issue which was causing the internal company to be omitted from the search index under certain conditions.

#20180612.6 - Bug - Wrong title on 'add ticket template' page
Correct heading in modal "add ticket template"

#20180619.5 - Bug - COGs not visible on processed Quotes
Cost of Goods were not appearing on the Quotes and Order details screen once the associated purchase order was paid. The grid was updated to include completed purchase orders.

#20180615.13 - Bug - Quote versioning and ticket relations
New versions of quotes do not inherit associated tickets. Added functionality to copy tickets when versioning quote.

#20180515.22 - Bug - Default category for work items when submitting tasks
Type dropdown was not being populated when editing a task from the Project Task template edit screen.

#20180605.9 - Bug - Archived Closed Ticket reasons displayed
Archived closed ticket reasons were still displaying as options to pick from when closing a ticket. Fixed to filter archived closed reasons.

#20170206.3 - Bug - Done By is mandatory when action is completed
Fixed error that was being thrown when trying to mark a work item as completed.

#20180205.11 - Feature - Cloudberry Integration
Cloudberry integration: Get consumption usage numbers from cloudberry systems for customers and bill for the usage through harmony

#20180702.25 - Bug - Images on order line long description causing error
Fixed incorrect size limitation on Order Line Description.

#20180705.6 - Bug - Missing Default Category on Work Item Ticket Types
Added validation to ensure that a Default Category is set when creating Ticket Types for Work Items.

#20180705.7 - Bug - Work Item types are not saving in template sets
Added missing code to save Work Item Type.

#20180629.13 - Bug - Lead upload and custom fields
Custom fields values were not set after lead upload and Industry was not being set if not creating customer in upload leads. Fixed upload to accept Yes value for boolean custom field same like we accept for other normal boolean columns. And also fixed upload to set industry value.

#20180703.18 - Bug - Add product family on Sales grids
Added Product family column on Sales grids

#20180703.22 - Bug - Billing at end\start of cycle not saving on quote edit
When editing sales terms on a quote line for a consumption type line, when you change the bill at start or end of cycle dropdown, it does not save the value. Fixed saving Billing Option.

#20180703.27 - Bug - Lead upload not processed
Improved Industry validation when uploading leads.

#20180702.10 - Refactor - Xero TLS version upgrade
Updated TLS version to 1.2 when communicating with Xero.

#20180619.16 - Bug - Asset import and mandatory
The Asset Import includes custom fields. For Assets the custom fields are mapped against asset types. However the mapping is being ignored as all mandatory custom fields are being requested for all rows, even if the asset type on that row doens't have the custom field mapped against it. Fixed to consider asset type mapping when validating mandatory fields.

#20180618.3 - Feature - Include Created date on Asset grids
Add column "Created Date" in Asset related grids

#20180628.29 - Bug - Dashboard not auto updating following action update
On the dashboard modifying actions was not reflecting until you refresh the whole page

Harmony v3.15.64
#20171117.4 - Bug - Internal company indexing
Fixed issue which was causing the internal company to be omitted from the search index under certain conditions.

#20180619.5 - Bug - COGs not visible on processed Quotes
Cost of Goods were not appearing on the Quotes and Order details screen once the associated purchase order was paid. The grid was updated to include completed purchase orders.

#20180615.16 - Bug - Permissions for Filter Deletion
Person having DeletePublicSetup permisison required DeleteSetup permission as well to delete filter setup which should not be required.

#20180612.6 - Bug - Wrong title on 'add ticket template' page
Correct heading in modal "add ticket template"

Harmony v4.15.10.1
#20180629.13 - Bug - Lead upload and custom fields
Custom fields values were not set after lead upload and Industry was not being set if not creating customer in upload leads. Fixed upload to accept Yes value for boolean custom field same like we accept for other normal boolean columns. And also fixed upload to set industry value.

#20180702.10 - Refactor - Xero TLS version upgrade
Updated TLS version to 1.2 when communicating with Xero.

Harmony v4.15.10
#20180618.25 - Bug - On show asset's related custom fields
The system was displaying all asset custom fields on the ticket rather than relevant to asset type. Fixed to show only mapped custom fields to asset type.

#20180618.29 - Bug - Populate site when selecting an asset on a ticket
On create ticket screen, selecting shared asset was not setting site field to asset site.

#20180626.1 - Refactor - Schedule import Next ID update refactor
We were trying to set the next schedule number by getting a max of all the schedules, this was slower and prone to errors if there were malformed references in the system. We have changed the code to look for the upload schedule number against the system number and only update it if the uploaded number is greater than the one in the system

#20180626.7 - Bug - Uploading schedules with ref numbers and auto-renew
When uploading schedules with reference numbers with auto-renew set, only the first version of the schedule was getting the reference number from the upload, all other versions were getting the system generated reference numbers

#20180622.14 - Bug - Broken Label overrides on v4
Correct label override for LocalizedDescriptionAttribute

#20180621.7 - Bug - Issued Quote and Invoice address and Contact change
Invoice address and contact was not editable when the quote was in "Issued state". You can now update these two fields until the quote is converted into an order

#20180625.2 - Bug - Japanese browser culture year and day special characters
Removed kanji from long date format when the browser culture is set to Japanese until full UI support for Japanese is added.

#20180626.12 - Bug - No Tax rule for Supplier
If using Sales Tax, adding a ticket charge was showing a validation exception saying supplier tax rule can not be blank

#20180625.9 - Feature - Customer telephone contact on create form
Take telephone number when creating customers/suppliers/legal entities

#20180629.5 - Bug - Incorrect gross margin calculation in Reports>Projects>Project Contract List
Gross margin on project contract list reports was not calculated correctly

#20180625.13 - Bug - Duplicate orders on report
Fix for the Orders report that was not grouping multiple costs of goods in different currencies correctly.

#20180629.15 - Bug - Quotes actions and retainer only quotes
You couldn't raise an order from a quote if it only had retainer items on them

#20180615.15 - Bug - Quick Create Ticket and customer site
When creating ticket from Quick Create, and selecting customer, it was pulling the first address alphabetically and not the primary address. Fixed to set default to customer's primary address.

#20180515.7 - Feature - API Keys added as a new way of authenticating against the Harmony API
You can now also authenticate against the API using API Keys. The API Keys can be generated from your Profile page.

#20180525.37 - Bug - End customer schedules are not appearing when mapping assets to customers
Contracts linked to end customers were not being shown when creating/modifying assets

#20180606.2 - Bug - Nudge Button (Not implemented) - Not working
Missing nudge button functionality implemented in Tasks> Projects> Progress Reports> Outstanding Progress Reports for my projects grid. When clicked, the work item owner will receive a reminder as an email instructing him/her to complete their progress reports. New system email template ProgressReportNudgeTemplate is created. Customers can customise this new template from Setup -> Email -> Email Templates.

Harmony v4.15.9.1
#20180626.1 - Refactor - Schedule import Next ID update refactor
We were trying to set the next schedule number by getting a max of all the schedules, this was slower and prone to errors if there were malformed references in the system. We have changed the code to look for the upload schedule number against the system number and only update it if the uploaded number is greater than the one in the system

#20180626.7 - Bug - Uploading schedules with ref numbers and auto-renew
When uploading schedules with reference numbers with auto-renew set, only the first version of the schedule was getting the reference number from the upload, all other versions were getting the system generated reference numbers

Harmony v4.15.9
#20180618.21 - Bug - Add site to time backing sheet
Added ticket site to backing sheet

#20180616.2 - Bug - Error (System.Exception): An entity of type 'PaymentObligation' with Id '60df8316-cbc0-4395-8bec-0a7aae2dc718' was not returned by the database.
Fixed an issue with the incorrect ID being passed to the invoice pdf generation handler.

#20180620.3 - Bug - Include PDF invoice as attachment setting doesnt show as ticked
Include PDF invoice as attachment setting was not ticked even when you check it and save

#20180620.14 - Bug - Add Counterparty reference to schedule import
Added CounterpartyReference to schedule uploads

#20180615.9 - Bug - Bulk Archive button on assets not working
'Bulk Archived Dedicated Assets' button on Assets By Customer (Resources -> Assets) grid was not working. Archived property issue on Asset is fixed.

#20180619.9 - Bug - Error when matching Consumption line on SI
Consumption based purchase order lines were available to match on the supplier invoices. These type of lines directly generate a invoice line from releasing the consumption billing and should not appear to match

#20180619.15 - Bug - Problem processing order with retainer template
You couldn't expand the retainer line items when processing the order

#20180618.19 - Bug - Process Board: Error sorting on AddedDate
The Uncontacted Leads board column is erroring when adding the AddedDate column and then sorting on it in related grid filter set. It was due to AddedDate column added twice in sql query. Fixed by removing duplicate column in sql query.

#20180521.17 - Bug - Subscriber - Cannot add lines because of different customer
Fix to incorrect validation when the Financial Counter party and End Customer differ.

#20180613.18 - Bug - Order sequence clash
Small fix around using the same sequence number between the Quote and the Order.

#20180613.25 - Bug - PO company name on ship to address
Correct ship to address in document view for purchase order

#20180612.15 - Bug - Invoice download date not saved
Fixed bug that was causing the download date not to be set on invoices that were being downloaded via the link in the invoice email.

#20180612.34 - Bug - Regenerating pdfs for released Invoices
Removed restriction on the Regenerate PDF button for invoices that was disabling the button once the invoice was released as there are valid use cases for regenerating invoices after they have been released.

#20180611.25 - Bug - GetOrderLineDetails - Sequence contains no matching element


#20180611.26 - Bug - Update to Japanese browser culture
Minor change to the format of dates in the Month Dropdown on the Time Approvals Page to display the full month name. The abbreviated month name was making the list hard to read when the browser is set to Japanese culture.

#20180605.10 - Bug - 'Default precision' in Index Schedule Pricing window bug


#20180614.14 - Bug - Allow changing term period, revenue model etc when versioning is disabled
You are able to edit product items even if the product family is published if not using versioning of product families

#20180517.16 - Bug - Quote costs grouping on report
Fix for the Quotes report that was not grouping multiple costs of goods in different currencies correctly.

#20180517.18 - Bug - Sales and Staged Payment Boards
Added two separate boards for Sales. One for Staged payments (will be the same as we had with Milestones, second tab on the Tasks > Billing Release > Sales screen) and another Board for the Sales (first tab).

#20180613.11 - Bug - Budgets in projects visibility bugs and not updating the task budget grid
Add a call to "GRIDUtils.resizeGrids();" when panel for project budget opens so the width of the table will be correct

#20170310.9 - Bug - Total Budget calculation when removing drawdown is incorrect


#20180511.7 - Feature - Global setting to allow\disallow billable bookings on schedules
You can now turn on/off billable bookings for timebookings made against recurring schedule tasks

Harmony v4.15.8.2
#20180621.11 - Feature - Allow many service level groups
Change to allow service levels to be reused in many service level groups.

Harmony v3.15.63
#20180619.4 - Refactor - Invoice Type handling refactor
Minor change to the way we are handling the types of invoices.

#20180612.21 - Feature - Propagation of custom field values from contract to ticket
Made some general improvements around propagating custom fields from Order, Opportunity, Contract or Project to Ticket.

#20180216.11 - Bug - Ticket charges number culture
A problem interpreting the comma when filling in the pricing in German was fixed.

Harmony v4.15.8.1
#20180620.13 - Bug - Solar winds updating existing tickets instead of creating new ones
Fixed issue when trying to match SolarWinds alerts to existing tickets when no TriggerID is supplied.

Harmony v4.15.8
#20180613.14 - Bug - Projects are displaying Days instead of hours when the unit is set to Days
Corrected the "Estimated Effort" label shown when editing Work Items on a project that has a budget unit of Days. The unit has also been added on the line level of the Tasks tab on a project to make it clearer which spent values are hours and which are days.

#20180613.20 - Bug - Duplicate options when creating a quote
Customer contacts list when creating quotes had the primary contact for the customer duplicated

#20180524.4 - Bug - Can't save grid filters and No "Select Columns" in Billing Release>Consumption
Now able to save and use a gridsetting in the grid Billing Release > Consumption

#20180612.14 - Bug - Deferral treatment column missing
The Deferal Treatment column was missing on the Initialise Schedule Lines grid.

#20180608.17 - Bug - Bug with Default Ticket Type on Quick Create
Quick create ticket defaults to ticket type if set and sets the value of the default options like sla, task, activity type and visible to customer

#20180525.35 - Bug - Remove constraint stopping you mapping a single asset to multiple schedule lines on the same schedule
The constraint has been removed which stops the user mapping an asset to multiple lines on the same schedule. This can result in the asset being listed more than once in the search but means you can filter by the schedule line\service.

#20180612.18 - Bug - Product item upload validation
Fix to product uploads including archived product items when validating if the product exists

#20180612.27 - Bug - Quote list does not include whether it has been sent for online signature
Added 2 extra columns on Find Quotes so you can see whether quotes are out for online signature.

#20180611.8 - Feature - To get more data on the backing sheet
Added ticket type, status and primary contact fields to the backing sheet query which can be used in the backing sheet config

#20180612.33 - Bug - Bookings report and Department
Fixed the Departments filter on the Time Bookings report.

#20180611.10 - Bug - GetWorkSchedulingData - NullReferenceException
There was previously and error when navigating to "Operations -> Activity -> My activity -> Tickets", this has now been fixed.

#20180611.11 - Bug - Contribution Analysis on Projects
When viewing the contribution analysis all of the company records were visible for each line

#20180611.14 - Bug - Expected Delivery Date columns on quote/order details report
Add expected delivery date to the Order Details Report and Quote Details reports (will be null when the order isn't processed yet) and make it available as filters

#20180609.1 - Bug - Related Tickets tab should have separate list of work items and service tickets
Related Tickets tab now have separate lists for work items and service tickets so that custom fields can be included on the grids.

#20180611.19 - Bug - GenerateRecurringTickets - No Default Instance for IAuthenticationService
You should be able to find a recurring action on the calendar

#20180611.28 - Bug - Unable to find Order record
Some rework around saving order PDF and executing notifications when order is signed by customer. It also fixes an "Order not found" error.

#20180614.5 - Bug - GL code change not saved on draft invoice line
The issue was: when the customer makes a change to GL code in edit invoice line for draft invoice and when invoice loads again, updated GLCode is not showing. It was showing order line glcode. It's fixed by showing invoice line glcode.

#20180614.9 - Bug - Deferral treatment on product item uploads
Deferral treatment column was missing when uploading products

#20180614.13 - Bug - Importing assets from Solarwinds
"Create In Harmony" button was not visible on external system import assets grid even if customer is linked for the asset for Nable External System. It was due to "Customer Linked In Harmony" hidden column value not set. Issue is fixed by setting value of column "Customer Linked In Harmony" for Nable External System.

#20180614.15 - Bug - Terms of Sale save button unresponsive
Updating terms on an order line and clicking save didn't do anything.

#20180531.12 - Bug - Non-billable time booking considered for invoiced quantity
Invoiced quantity was being updated when the time was non-billable and if there was zero value invoiceline being generated from non-billable time

#20180209.13 - Bug - Payment allocation with Sage One
SageOne integration has been upgraded to work with v3 of the SageOne API. The new SageOne API provides improved support for payment handling and supports both UK and German SageOne customers.

 

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 or LinkedIn


Categories

Recent posts

Subscribe to our blog