Release Notes

Save
    Written by HarmonyPSA on 2018-06-18 Last updated 2019-08-23 - 20 minute read
Last updated on 23/08/2019 15:23:53

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 v4.19.16
#20190124.17 - Feature (Work Item) - Staff member form refactor
All information is now saved on the Staff Memeber form at the same time.
Related To: UI


#20190131.27 - Bug (Work Item) - Work item creation from Contracts
Button added to create work Item for contracts directly from the tickets tab.
Related To: Projects


#20190501.7 - Bug (Work Item) - Reordering consumption rates on contract
Fixed issue that was stopping the save from triggering when the reordering consumption rates on a contract.
Related To: Billing
Related Tickets: #20190430.61

#20190522.6 - Feature (Work Item) - Previous Invoice Export page
Added dropdown to show previous Invoice exports based on the day that they were exported.
Related To: External System Integration


#20190603.5 - Bug (Work Item) - Employee grid columns
Mobile Number,Home Number,TimeSheets fields,Overhead Cost columns added to employee grid for those roles that have ViewAnyPrivateUserDetails permission.
Related To: Other
Related Tickets: #20160706.13

#20190812.7 - Bug (Work Item) - Validation message when attempting to disable External System
Fixed validation message that was checking that the connection details were valid even when attempting to disable an external integration.
Related To: Continuum,External System Integration,N-Central,Ninja RMM


#20190814.4 - Feature (Work Item) - Additional columns for Purchase Order and Leads report
Added Opportunity Reference, Opportunity State, Opportunity Estimated Close Date and Opportunity Forecasted Value to Sales>Reports>Leads Added Sales Order State and Sales Order Signed Date to Finance>Reports>Purchases
Related To: Reports


#20190814.5 - Feature (Work Item) - New API Endpoint to assign Lead to Person
An API endpoint has been added that will assign a Lead to a person.
Related To: Sales


#20190814.6 - Feature (Work Item) - Add total opportunity value and order value columns to the Campaign list
Additional columns added to the Campaign list rid.
Related To: Campaigns


#20190814.7 - Feature (Work Item) - Ability to send emails via API
There is a new endpoint under utilities called SendEmail, this can be used to send an email from Harmony via the api.
Related To: API


#20190814.8 - Feature (Work Item) - Create ticket related to opportunity from API
You can now specify an opportunity id or reference when creating tickets through the API
Related To: API


#20190814.9 - Feature (Work Item) - Add Manufacturer on a purchase order line
The Manufacturer can now be set on Purchase Orders.
Related To: Sales


#20190816.10 - Feature (Work Item) - Ticket Template Sets
A button has been added to the ticket grid to enable you to create tickets from a template set from that screen.
Related To: Ticketing


#20190819.6 - Bug (Work Item) - Edit Customer: Error when adding site address
adding an address for a customer without selecting a country fixed.
Related To: Setup
Related Tickets: #20190819.3

#20190820.26 - Bug (Work Item) - Approved Expenses not shown when in the "Accepted" sate
- Fix bug when showing Approved expenses, that was ignoring expenses in Accepted state
Related To: Expenses
Related Tickets: #20190819.18

Harmony v4.19.15
#20190207.20 - Feature (Work Item) - Change country field from open text to a manageable dropdown
The Country field on addresses are now selected from a predefined list that can be managed from Finance > Setup > Static > Countries.
Related To: UI
Related Tickets: #20180525.27

#20190612.15 - Bug (Work Item) - Timesheets: 'Copy from previous week' button
Stopped closed tasks from being included when copying tasks from the previous week.
Related To: Timesheets


#20190620.12 - Bug (Work Item) - Performance problems for end customer schedule tab
- Fix performance issue when loading Customers schedule tab
Related To: Schedules
Related Tickets: #20190620.6

#20190708.10 - Bug (Work Item) - Grouped unassigned lines grid filter error

Related To: Invoicing,Reports,UI
Related Tickets: #20190708.3

#20190709.15 - Bug (Work Item) - Invoice PDF names
Added customer name to the file names for Invoice PDFs.
Related To: Invoicing
Related Tickets: #20190709.1

#20190719.78 - Feature (Work Item) - Ticket Comments: Attached file names
Files that are included in ticket comments will keep their original file names now.
Related To: Ticketing
Related Tickets: #20190708.17

#20190723.21 - Bug (Work Item) - Search Posts filter
Fixed issue that was causing "Is Email Post" field not to work as a search field.
Related To: Email,Search
Related Tickets: #20190226.16

#20190729.3 - Bug (Work Item) - TicketsController.GetBodyWithImages Error

Related To: Errors
Related Tickets: #20190727.3

#20190730.14 - Feature (Work Item) - Add ability to pin Schedules to the process boards\dashboard
- Add ability to pin Schedules to the process boards/dashboard
Related To: Dashboard


#20190806.10 - Bug (Work Item) - Error adding additional users
- Set the Status dropdown as read only for the internal companies (LegalEntityAsCustomerCompany and LegalEntityAsSupplier)
Related To: Errors


#20190807.12 - Bug (Work Item) - Initial setup with QBO error

Related To: External System Integration


#20190808.9 - Bug (Work Item) - Brands on Purchase Orders are not getting pulled when recording invoice

Related To: Orders
Related Tickets: #20190807.2

#20190813.8 - Bug (Work Item) - Ad-hoc invoice line associated customer issue
Fixed bug with associated contract
Related To: Invoicing
Related Tickets: #20180905.8

#20190813.11 - Bug (Work Item) - Refactor - ignore customer group restrictions on ticket types and categories
Refactor - Encapsulated permission check FunctionalOperations.IgnoreCustomerGroupTicketCategoryAndTicketTypeRestrictions and getting customer groups logic inside the repository methods of getting ticket categories, ticket types
Related To: Ticketing


#20190813.22 - Bug (Work Item) - Server error when trying to sort Inv Comment column and created date

Related To: Errors,Invoicing


Harmony v4.19.14
#20190624.31 - Bug (Work Item) - Renewal Reminders default text.
Improved schedule renewal reminder email text.
Related To: Email


#20190626.6 - Feature (Work Item) - New Role: Ignore customer group restrictions on Ticket types and categories
An new role has been added that can be given to users that do not need to be restricted by customer groups or ticket types.
Related To: Ticketing
Related Tickets: #20190625.9

#20190719.68 - Bug (Work Item) - Breached tickets
When closing a ticket with a breached SLA, we are now setting the SLA to complete in order to record the Breached time.
Related To: SLA
Related Tickets: #20190710.18

#20190722.14 - Feature (Work Item) - Ability to remove options in dropdown custom fields without clearing data
Ability to remove options from dropdown custom field and ability to search by archived options in the filters.
Related To: Custom Fields


#20190723.7 - Feature (Work Item) - Finance level approval for expenses
Option for additional level of approval for expenses by the Finance team has been added. (https://help.harmonypsa.com/article/show/94723-finance-level-approval-for-expenses)
Related To: Expenses


#20190723.8 - Feature (Work Item) - Include external calendars on the Team Scheduler
Fixed issue in Team Schedule that didn't show calendar icon if the person has external calendar set in their profile.
Related To: Calendar


#20190723.17 - Bug (Work Item) - Pinned statistics error when summing forecasted values for opportunities
Fixed mapping for showing forecast values as pinned statistic in dashboard.
Related To: Dashboard
Related Tickets: #20190722.18

#20190726.8 - Bug (Work Item) - Team calendar business hours are not correct
Fixed issue when showing the Team Schedule calendar start and end date.
Related To: Calendar
Related Tickets: #20190726.3

#20190730.1 - Feature (Work Item) - Creating a quote from a project
A 'Create Quote' button has been added to the Project > Sales Process tab which opens the New Quote form and prepopulates the Project number, Project Tile, Client Name, Address and contact.
Related To: Projects,Quotes
Related Tickets: #20190704.9

#20190731.8 - Feature (Work Item) - Additional API Endpoints
API Endpoints have been created for Editing Contacts, Updating Addresses and Companies.
Related To: API


#20190802.14 - Bug (Work Item) - Legal Entities filter
Fixed issue with legal entity filter when creating a ticket.
Related To: Search,UI
Related Tickets: #20190722.20

#20190805.1 - Feature (Work Item) - Asset search Enhancement
Include Independent Item Group from product has been added to the Asset Search on the ticket form.
Related To: Assets
Related Tickets: #20190624.29

#20190805.13 - Feature (Work Item) - Cross Charge Processing
Cross charging form moved to Finance > Tasks > Invoices menu and renamed to Intercompany Invoice Lines.
Related To: Billing,Expenses


#20190805.18 - Bug (Work Item) - Asset upload
Fixed issue with Asset Upload that was failing to associate assets with schedules and schedule lines.
Related To: Assets
Related Tickets: #20190730.18

#20190807.15 - Bug (Work Item) - Missing validation when changing sales unit
- It's not possible to change Sales units from special type Day or Hour to Incident if Time Bookings have already been created for the unit.
Related To: Timesheets


Harmony v4.19.13
#20190412.19 - Bug (Work Item) - Missing Ticket update email subject
Bug has been fixed that was causing the email subject to be lost for the Ticket Update email.
Related To: Email
Related Tickets: #20190625.10

#20190423.19 - Feature (Work Item) - Inclusion of schedule info on the customer portal
Under contacts -> external user details -> portal access is a new setting called 'List Recurring Contracts On Customer Portal'. This will enable a menu entry under finance menu called recurring contracts. From here you will see a new page with a drop down which shows your related customers. When you select something from that drop down you get their recurring schedules. You can view each recurring schedule details by clicking the View button.
Related To: Customer Portal


#20190517.9 - Feature (Work Item) - Global Time sheet Comments required flag
Global setting for Timesheet Comments Required flag which can be overriden on task
Related To: Timesheets
Related Tickets: #20190517.7

#20190625.16 - Bug (Work Item) - ProcessAutoCreditInvoicingCommand Error
Fix for failing ProcessAutoCreditInvoicingCommand from nightly task
Related To: Other


#20190709.11 - Bug (Work Item) - Customer imports from Xero
Fixed issue which was causing only the first 100 customers to be imported.
Related To: Quick Books Online,Setup,Xero


#20190716.12 - Bug (Work Item) - Opportunity forecasts currency conversion error
Fixed currency conversion on report.
Related To: Sales
Related Tickets: #20190715.3

#20190718.18 - Feature (Work Item) - Tickets: Asset current schedule status label
The asset schedule status has been updated to help distinguish schedules that have been terminated in the future from schedules that have passed their termination date.
Related To: Assets
Related Tickets: #20190328.3

#20190719.75 - Feature (Work Item) - Object Link on Invoices / Receipts for grid
An action button has been added to the Aged Debtors and Creditors grids which will open the Payment or Receipt.
Related To: Reports


#20190720.2 - Feature (Work Item) - Quick Create Knowledge Base Article
Create KnowledgeBase Article button has been added to the Quick Create Menu.
Related To: Knowledge Base
Related Tickets: #20190425.9

#20190720.3 - Feature (Work Item) - Default Report Method to Email upon Ticket Creation
A default for the Report Method can now be set on the Ticket Type setup.
Related To: Ticketing
Related Tickets: #20190226.33

#20190723.13 - Bug (Work Item) - Issue with Opportunity Revenue Date
- Process all opportunity lines when setting the Est Close dates, to set the date on lines with and without Est Close Date - Add the Est Close Date to the form when creating the Opportunity from the Lead
Related To: Sales


#20190725.9 - Feature (Work Item) - N-Central: Ticket Title for N-Central notification
Tickets created from NCentral will now contain the device name and affected service in the ticket title.
Related To: N-Central
Related Tickets: #20190725.8

#20190729.13 - Bug (Work Item) - Issue when cloning Product Family which has item bundles
Bug fix when you clone PF to associate item bundle with product edition.
Related To: Actions & Events


#20190731.18 - Bug (Work Item) - Broken link in operations
Fixed link
Related To: UI


#20190801.19 - Bug (Work Item) - Email Error
bug in Invoice released event, email notification fixed.
Related To: Email
Related Tickets: #20190729.7

Harmony v4.19.12
#20190610.9 - Bug (Work Item) - Not all Categories visible in the bulk ticket update.
- Change number of rows that are shown on comboxes
Related To: Ticketing
Related Tickets: #20190716.18

#20190701.20 - Bug (Work Item) - Opportunities not showing up on Company Sales tab
Fix for Opportunity disappeared from company sales tab when changed to other open status
Related To: Sales
Related Tickets: #20190710.11,#20190711.4

#20190710.22 - Bug (Work Item) - Invoice address on quotes not pulling through to invoice
the Address in Invoices, is now using invoiceAddress in the customer form.
Related To: Invoicing
Related Tickets: #20190710.19

#20190711.16 - Bug (Work Item) - Harmony Service: Shut down service if db unavailable
- On Harmony Service start check if DB is available, Harmony is setup and if the Harmony URL is accessible
Related To: Other


#20190712.15 - Bug (Work Item) - customer login - assets - shows customer alerts and custom form fields
- External users cannot set company alerts
Related To: Assets,Customer Portal
Related Tickets: #20190705.7

#20190718.16 - Bug (Work Item) - External User phone numbers not saving
- Fix phone number issue in External User Details
Related To: UI
Related Tickets: #20190718.14

#20190719.79 - Feature (Work Item) - Customer Domains
Domains grid in Customers is now sorted by name on page load.
Related To: UI


#20190719.83 - Bug (Work Item) - Validation needed when you try to create tax rule before a tax agent
Validation added when trying to create a tax rule before a tax agent
Related To: Other


#20190721.2 - Bug (Work Item) - Finance > Setup > Control > Defaults: Mail Interface Settings Email fields need validation

Related To: Setup
Related Tickets: #20170809.11

#20190722.13 - Feature (Work Item) - Ability to configure, enter and report on custom fields on Product Family

Related To: Custom Fields


#20190722.15 - Feature (Work Item) - Ability to clone product families
Ability to clone product family
Related To: Other


#20190723.16 - Bug (Work Item) - Missing price lists

Related To: Other
Related Tickets: #20190723.6,#20190726.6

#20190724.18 - Bug (Work Item) - Error when changing stage and trying to close Opportunity
- Fix issue on closing opportunities
Related To: Sales
Related Tickets: #20190724.5

#20190725.5 - Bug (Work Item) - Double account ID in zedig instance, no data trail
- Fix issue on setting account id on new customer when processing order.
Related To: Orders


Harmony v4.19.11
#20190415.12 - Feature (Work Item) - Additional logging for email processing
- Added in the Audit Log of Tickets the email service used to create/update the ticket
Related To: Email,Ticketing


#20190426.16 - Bug (Work Item) - Asset Custom Fields on Ticket Sidebar display
The custom fields for assets will now be displayed as a vertical list rather than a coma separated list.
Related To: Ticketing
Related Tickets: #20190424.16

#20190429.56 - Bug (Work Item) - Error when generating Follow-ups on done actions
Fixed error.
Related To: Actions & Events


#20190508.7 - Bug (Work Item) - Streamline the customer and supplier upload
Reduced the complexity of the supplier and customer uploads by including all the fields for the Primary Contact and Address to the upload.
Related To: Data Import


#20190603.21 - Bug (Work Item) - Order Status and deleted lines
Fixed issue that was causing an order status not to be updated to Processing Complete if the outstanding lines on the order were deleted.
Related To: Orders
Related Tickets: #20180615.19

#20190604.34 - Bug (Work Item) - Reference number sorting on grids
Changed sorting on Invoice References and Schedule References to sort alphabetically.
Related To: Invoicing
Related Tickets: #20170719.6

#20190621.14 - Bug (Work Item) - Default SLA not updating on new tickets
Changing the ticket type now updating sla and severity to type's default sla and severity if specified on type.
Related To: Ticketing


#20190702.9 - Feature (Work Item) - Product familiy>Pricing tab dropdowns
Changed dropdowns to select the first value if only one option is available in the dropdown.
Related To: UI
Related Tickets: #20190702.8

#20190711.11 - Bug (Work Item) - Grid filters are not saving correctly
Fixed save behaviour of filters in when using the "Save As" button.
Related To: UI
Related Tickets: #20190710.25

#20190712.8 - Feature (Work Item) - Ticket Checklist Changes
Replaced the checklist template dropdown with a filterable dropdown to better handle large result sets.
Related To: Ticketing
Related Tickets: #20180831.1

#20190716.9 - Bug (Work Item) - QuickBooks Online: Canadian Vat Issue
QBO has additional logic to cope with multi authority VAT. In this scenario the TAX is set on each line, similar to how VAT works, but there can be multiple tax codes. The logic for multi authority VAT is that we lookup a tax group in Harmony based on the combination of the tax codes for that line.
Related To: Quick Books Online
Related Tickets: #20190710.15

#20190716.21 - Bug (Work Item) - Error when parsing tickets for assets that are not linked to the sender customer
Fixed issue that was causing the Asset details parsing to fail if the customer linked to the external user that sent the email is not linked to the Asset's customer.
Related To: Ticketing
Related Tickets: #20190716.19

#20190717.8 - Feature (Work Item) - Finance>Billing methods>sales - Add column for Project / Contract archived status
Added "Contract Archived" column in the grids on Finance -> Activity -> Billing Methods screens.
Related To: Billing
Related Tickets: #20190710.8

Harmony v4.19.10
#20190403.15 - Bug (Work Item) - Email Service: Error handling when retrieving emails
Changes to error handling when checking emails on problem mailboxes.
Related To: Email


#20190406.4 - Bug (Work Item) - Consumption Billing form rework
Moved meta data columns from grid into edit form to reduce the space required to display the grid.
Related To: Billing
Related Tickets: #20181003.7

#20190508.9 - Bug (Work Item) - Knowledge base articles tab rework
Included Add or Create Knowledge Base article button from Customer, Asset and Ticket tabs.
Related To: Knowledge Base
Related Tickets: #20190508.6,#20190711.12

#20190604.26 - Bug (Work Item) - Milestone release form
Removed Invoice line comment on milestone release form.
Related To: Invoicing
Related Tickets: #20170627.3

#20190611.21 - Feature (Work Item) - Revenue Forecasting From Opportunities
Splitting the opportunity line into revenue dates - Each line on a sales opportunity, be able to split the line into multiple revenue recognition dates with a value, - Ability to auto-generate the revenue date\value lines by entering a contract duration and an estimated contract start date, - When the projected close date on the opportunity is moved, the dates on the revenue lines are moved in-sync with the move in the estimated close date, - A report where all the revenue dates across all opportunities can be listed, filtered and pivoted by accounting period to produce revenue forecasts. Revenue values from opportunities will appear on a new report in Finance > Reports > Pre-Sales > Revenue Forecast. This report will be able to be pivoted in-app by accounting period\customer etc in the same way that the other reports in the system work.
Related To: Reports,Sales


#20190624.10 - Feature (Work Item) - Intercompany process
Added ability to select rows on grid Tasks -> Journals -> Cross Charge Processing to enable selective cross charging and also added Ignore button to ignore cross charges.
Related To: Billing
Related Tickets: #20190620.8

#20190625.19 - Bug (Work Item) - Report subscription not being sent
Fix incorrect date that was set for the next send date by upgrade.
Related To: Reports
Related Tickets: #20190625.14

#20190701.6 - Feature (Work Item) - Ability to cancel multiple time charge events and filter by value
Multiselect (with a select all checkbox) rows to cancel bookings from billing release.
Related To: Billing


#20190701.14 - Feature (Work Item) - API endpoint for Backing Sheet PDFs
API endpoint to download Backing Sheet PDFs given the invoice id or reference
Related To: API,Expenses,Invoicing,Pdf


#20190701.19 - Feature (Work Item) - Invoice Report line type filter
Added Line Type filter on Invoices > Invoice Lines Report
Related To: Reports


#20190701.23 - Bug (Work Item) - Calendar Schedule Assigned rule not firing
Fix for calendar schedule assigned rule that was not firing when being assigned to teams.
Related To: Rules


#20190702.13 - Bug (Work Item) - Lead Uploading Process
Enhanced Lead upload to campaign to better deal with duplicate leads and leads for existing customers.
Related To: Data Import,Sales


#20190702.17 - Bug (Work Item) - Customer Portal Ticket Enchantements
Removed redundant buttons from Customer Portal ticket form.
Related To: Customer Portal
Related Tickets: #20190617.11

#20190711.7 - Feature (Work Item) - Employee Teams Tab
Teams and Secondments have been moved into their own Tab on the Employee form to allow setting permissions of this page separately from the Employee Roles.
Related To: Projects


Harmony v4.19.9
#20190313.21 - Bug (Work Item) - Time Booking comments changing Invoice to landscape view
comments in the invoice printed pdf document got wrapped, so it is now more readable.
Related To: Invoicing,Timesheets
Related Tickets: #20190313.16

#20190406.11 - Bug (Work Item) - Re-generate draft Supplier Invoice through Print option
re-generate option added in printing a Supplier Invoice.
Related To: Invoicing
Related Tickets: #20180808.4

#20190410.20 - Feature (Work Item) - Give a warning when turning on 2FA requirement for a user record
A warning message is now shown to administrators when enabling 2FA for employees as the employee needs to set up their 2FA first before we can force them to use it.
Related To: Other


#20190603.10 - Bug (Work Item) - Show "Revenue", "Cost", or "Balance Sheet" against ALL options in System Activity To Account Mappings
Labels changed. Fields Categorised.
Related To: Setup
Related Tickets: #20180515.11

#20190603.14 - Bug (Work Item) - Customer upload error matching contact
contact upload: create a new contact if one with the same email exists and archived, customer upload: set active contact as primary Contact if it exists otherwise creates a new one.
Related To: Data Import
Related Tickets: #20180406.5

#20190626.26 - Bug (Work Item) - Default support contact is not getting defaulted when creating tickets
Customer's primary support contact is defaulted to contact when creating ticket when customer selected
Related To: Ticketing
Related Tickets: #20190704.7

#20190627.15 - Bug (Work Item) - External user default settings
Changed external user setting "Display User's Tickets Only" display to dropdown with UseSystemDefault option on the external user details page
Related To: Setup


#20190628.13 - Bug (Work Item) - No quantity changes in Billing Release > Consumption possible (GERMAN View)
Fix for edit and cancel buttons are not visible on Tasks -> Billing Release -> Consumption grid in German culture
Related To: Billing,UI
Related Tickets: #20190628.5

#20190701.3 - Bug (Work Item) - External Contacts are removing contacts from tickets
Fix for "External users are removing contacts from tickets when they updating ticket from portal."
Related To: Ticketing
Related Tickets: #20190621.12

#20190701.21 - Bug (Work Item) - Address Report only showing Primary Address
Fixed Company Address report so that all addresses for the company are returned.
Related To: Reports


#20190702.4 - Bug (Work Item) - Editing billing rates not possible / broken
Fix for editing time billing rates on contract throwing validation exception Name can not be empty even if Name is not null
Related To: Billing


#20190702.5 - Bug (Work Item) - Inbound email parsing is not closing existing ticket
Fixed issue that was causing new tickets to be created for external systems emails when the from address was not linked to the customer that the ticket was being updated belonged to.
Related To: External System Integration


#20190702.14 - Bug (Work Item) - Quote Print Options bug
Fixed issue which was causing the Print Options for total columns on a quote to be ignored.
Related To: Quotes


#20190703.15 - Bug (Work Item) - Qty\Value Mismatch error when releasing billing t&m time where blocks have been used
If you sell some t&m time on a project, then after the fact let them prepurchase some blocks of time, the invoiced value and qty for the Ordered Qty move out of sync naturally, so in this case it should not apply the same rigour.
Related To: Billing


Harmony v4.19.8
#20190410.15 - Bug (Work Item) - Cloning of product articles doesn't clone everything
Now it clones components, Part Numbers and Related Questions.
Related To: Other
Related Tickets: #20190410.6

#20190415.9 - Bug (Work Item) - Remove the word 'Event' from team scheduler events
We have removed the "Events:" from the title when creating events for the Team scheduler as the space is limited and this event title is more important.
Related To: Calendar


#20190502.24 - Bug (Work Item) - Comments on 'Change Price' window is not marked as required
Added an aterix to comment field as it is mandatory
Related To: UI


#20190521.5 - Feature (Work Item) - Mark As Read event notification for ticket event-based rules
Added Entity Updated event in Mark as Read events list for the ticket templates and fixed ticket comment event not doing anything when added to Mark as Read events list.
Related To: Ticketing
Related Tickets: #20190520.5

#20190524.11 - Feature (Work Item) - Bulk apply discounts across quote lines
You can now apply a discount across a number of lines on a quote at the same time which will replace any existing line level discounts.
Related To: Quotes


#20190530.8 - Bug (Work Item) - Public holidays missing from timesheet
Fix for public holidays missing when added time booking from ticket details instead of timesheet entry page on a public holiday.
Related To: Timesheets
Related Tickets: #20190529.29

#20190530.17 - Bug (Work Item) - Bug with filter for Account manager and Contract manager
Fixed the filters on Block Purchases grid. It will now sort the account and contract manager fields.
Related To: Other


#20190611.20 - Feature (Work Item) - Enhancements to Opportunity uploads
An additional upload provided in the application to be able to upload additional Opportunity Profile Lines onto existing opportunities
Related To: Data Import,Sales,Setup


#20190617.16 - Feature (Work Item) - Receipts Upload - Company name to allow customer ID on upload
- On Receipts Upload is possible to use CustomerName or AccountId on the Customer field
Related To: Data Import
Related Tickets: #20190611.17

#20190619.13 - Bug (Work Item) - Issues with dynamic tag
Added AssignedStaffMember and AssignedExternalUser properties to Ticket to access StaffMember / External User properties through it.
Related To: Custom Fields
Related Tickets: #20190619.11

#20190620.4 - Bug (Work Item) - Sales Process tab on Projects is not showing closed opportunities in Related Opportunities grid
Related opportunities grid on Sales process tab on project now filtering closed opportunities if it is abandoned
Related To: Sales
Related Tickets: #20190619.14

#20190624.14 - Bug (Work Item) - Scheduled invoices not Auto invoicing
Fix for invoices were not generated or invoice lines left unassigned from nightly tasks for the schedules having auto generate invoices setting true
Related To: Invoicing
Related Tickets: #20190620.1,#20190624.4

#20190624.17 - Bug (Work Item) - Issue converting empty Custom Field value to Number
Empty fields will now be treated as 0 when aggregating custom fields.
Related To: Reports
Related Tickets: #20190624.7

#20190625.8 - Bug (Work Item) - Quotation address error
Fixed issue that was causing the Invoice address company name to be displayed rather than the End Customer company name.
Related To: Invoicing


#20190625.18 - Bug (Work Item) - Time bookings rounding to two decimal places
Rounding time booking hours to 3 fraction digits instead of 2
Related To: Timesheets
Related Tickets: #20190624.8

Harmony v4.19.7
#20181106.17 - Feature (Work Item) - Add ability to create quote groups where the unit and total price of the individual lines are hidden
There is a new setting under legal entity>presentation called Hide Unit And Total Price On Subheading Groups On Quotes.
Related To: Quotes
Related Tickets: #20181017.17

#20190214.16 - Bug (Work Item) - Option to cancel from Create screen
We have now added a cancel button in the quick create forms which will take you back to the page you were previously on.
Related To: UI
Related Tickets: #20190213.18

#20190418.6 - Feature (Work Item) - Block Balances API
- Change API Block Purchases to Individual Block Balances - Create new API method on Block Purchases called Contract Level Block Balances
Related To: API


#20190426.12 - Feature (Work Item) - Add checkbox to include\hide work item allocations on calendars
A global setting has been added to Finance > Setup > Control > Controls to allow you to hide Work Item Allocations from Harmony Calendars.
Related To: Calendar


#20190510.27 - Feature (Work Item) - Create an API endpoint for the Hubspot integration
We now have specific APi endpoints for integration with GitHub
Related To: API
Related Tickets: #20190510.26

#20190522.20 - Bug (Work Item) - Dashboard issue with calendar
Fix for dashboard calendar is not showing data of the selected user
Related To: Dashboard
Related Tickets: #20190611.6,#20190614.12

#20190524.12 - Feature (Work Item) - Ability to view previous purchases for a product when adding to a quote
This will come into play when selecting a product from the product list for adding to a quote. After selecting the product, a link is shown that will open a page containing a list of previous purchases by the customer for this product.
Related To: Quotes


#20190529.26 - Feature (Work Item) - Ability to change contractuals on work items
Work Items will now allow you to change the Project and task that the work item was created against.
Related To: Projects
Related Tickets: #20190517.4

#20190607.8 - Feature (Work Item) - Danish support for customer portal page
Added support for dk culture.
Related To: Customer Portal


#20190607.10 - Bug (Work Item) - Bundle Group name issue
Added validation for terms match when adding items to bundle having group name and group behaviour. Also added validation for terms match when adding item having group name and group behaviour to quote.
Related To: Quotes


#20190610.6 - Bug (Work Item) - createasset API - VisibleToExternalUser
Fix issue when setting VisibleToExternalUser to true when creating assets via API
Related To: API
Related Tickets: #20190607.39

#20190610.8 - Feature (Work Item) - API changes
- API changes to be able to be able to add Comment in Tickets/ChangeStatus UserEmailOrId" and "TeamNameOrId in Tickets/AddComment and add StatusNameOrId in Ticket/Assign
Related To: API,Ticketing
Related Tickets: #20190607.37

#20190610.35 - Bug (Work Item) - billing forecast report to include recurring block purchases
Added Recurring block purchase information to report.
Related To: Reports
Related Tickets: #20190607.41

#20190610.43 - Bug (Work Item) - Guid parsing error
Fixed error handling when invalid data is passed to for file links.
Related To: Other
Related Tickets: #20190610.40

#20190611.23 - Feature (Work Item) - Presentation name of customer
Ability to have a custom customer name for printing orders and invoices.
Related To: Invoicing,Orders,Quotes


#20190617.15 - Bug (Work Item) - Ticket charges name change problem
- When adding charges on a ticket do not change the Item Description to default text when quantity is changed
Related To: Ticketing


#20190619.12 - Bug (Work Item) - Traslation problem with contract terms
- Fix translation issue on quotes between view and printed document when legal entity culture different than browser/windows
Related To: UI


 

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