Enhancements & Revisions

Adagio Time&Billing 8.0A

March 7, 2006

A Billing History inquiry has been added.
Billing Invoices can be reprinted from history. Invoices can also be faxed or emailed from history.
Billing History Listing report has been added.
Time and Disbursement (T&D) history was being captured for all T&D postings in T&B 6.8A if you had selected the option 'Retain transaction history' in the Company Profile. However, the T&D history transactions have not been accessible to the user until now. This option is now called 'Retain time and disb. History'. A Time/Disbursement History report has been added to view these transactions.
Purge Billing History and Purge Time & Disbursement History functions have been added.
Formatted address spec codes have been to the designer (C 62-C 66).
An option to retrieve vendor name (rather than Vendor Number and Name) when retrieving disbursements from Payables has been added.
Email billing invoices as a PDF attachment through MAPI compliant email clients (such as Outlook) or directly using SMTP. Includes email covers and email queue.
Customer Edit and View functions in Adagio Time&Billing support the fields and features in customer in Adagio Receivables 8.0A and higher.
Customer grids, finders and smart finders can now access Optional fields and other new fields in the Customers.
New spec codes have been added to allow you to print the new fields in customers on bills.
Added Customer Inquiry.
Alerts entered for customers in Adagio Receivables added for batch entry and Edit and View Customers.
Find button has been added to the Edit Disbursements.
Sample data has been updated.
'Active Users' has been added to the Help menu.
GridView has been added to the Adagio menu.
Users of Adagio GridView can add views to the Inquiry menu.
The billing invoice specification designer was updated.
The F2 key now supports Windows standard behavior by editing the line selected on a grid.
The F6 key now opens the smart finder directly from any grid where you can do a find.
The Windows calculator can added to and launched from the toolbar by selecting 'Calculator button' in File | Options.
The date of the last data integrity check is now displayed in the status bar.
The Data Integrity Checker memo now shows the date the integrity check was run, the starting and ending time, the path and extension of the data and the user name.
The Data Integrity Checker now writes full details of the integrity check into the log file.
The source files for all reports in Adagio Invoice are installed in the StandardRP sub-directory rather in the program directory \Softrak\TBWin.
Settings on the Print Invoice dialog are now remembered when the 'Remember report settings' option in the Company Profile (Print/Post tab) is used.
Date parameter /T to force the session date now accepted on launch of T&B.
You can now multi-select lines in the fax queue.
Excel Direct feature added to Smart Finder.
Adagio Time&Billing now allows you to run multiple instances on the same workstation.
When you start Adagio Time&Billing, it now checks the "Opportunistic Locking" settings to ensure they are correctly set on the workstation.
The background color of the main window can be set by company in Edit Company Profile.
Users of Crystal Reports for Adagio can create custom reports and have them appear on the Reports menu in Adagio Time&Billing.
The list of recently opened databases has been expanded from 10 to 25 entries.
Multiple users can now print the same report at the same time.
The options and ranges chosen on report dialogs when you print a report are saved by company for the next time the report is printed.
File | Options are now saved by workstation rather than globally.
The Smart Finder search criteria is now saved for the next time you use Smart Finder.
Screens now open at a more logical position on dual monitor systems.
When printing reports to file, you can now choose from three different formats on the print dialog: Excel, HTML, or Word.
When printing reports to file, the filename defaults to the name of the report.
Posting journals can now be printed automatically after posting.
The size and position of the Adagio Time&Billing and Designer main windows is now saved when the appropriate options are selected in File | Options.
The install now checks to ensure the current user has rights to write to the Adagio program directories. It also checks that the current user can access the areas of the Windows registry required to install and run Adagio. The chksys utility also makes these checks for the current user.
When importing Disbursements, the 'MTD - Amount' field had to be imported or defaulted, even though it is a statistic field that is not absolutely required.
When importing to update customers, some fields not imported were cleared in the customer, causing integrity errors.
The Generate Bills function did not pick up the second customer name field from the customer record.
Send to back in the specification designer did not reliably send fields to back to allow you to get to the fields lying under them.
In the specification designer, the date format dd-mmm-yy was is always center aligned if the Auto-size field property was used.
The Edit Dockets grid was not refreshed correctly in some cases when restricted by Customer.
The Tax Jurisdiction Amount and Description fields could not be printed on the Bill footer if the tax jurisdictions were set to 'Total only'.
The Billing Memos report printed extra text at the top of the report in some cases when printed with the 'Use extended Desc.' option.
When choosing fields to retrieve from Payables, the Header description was actually the Detail description, and vice versa.
The 'Descriptions for Bill' field was not available when importing customers.
The Rate on the Payroll Time Transactions report was incorrect when the report was consolidated and printed.
The Time and Disbursements Batch Listing now flags invalid fields, including Customer, Control Account, Docket and Docket Type.
The invoice number on a billing batch entry now allows alphanumeric characters rather than only numeric characters.
On the Source Code listing report, the GL account listed for WIP Write off was printed under the WIP Clearing header, and vice versa.
The total disbursements shown on the Billings Posting Journal was incorrect if you billed more than one disbursement code on the same billing line.
When importing Dockets, the Billing Level was set to the value in the Company Profile rather than the value in the import file.
If you set the Fees to 0.00 in a billing batch the auto-distribute amounts were incorrect in some cases.
Bills were not generated for a client if the client had Dockets that contained non-billable entries only before the first billable entry.
Amounts for H11 and H14 spec codes did not print correctly if your bill spec did not have a bill line detail section.
On the Time Utilization report, the 'Effective Rate' and '% of standard realized' fields were not correct if a write off amount was applied to the bill.
Expanded the description on the Billing Memo report in cases where not a progress bill and therefore more room is available.
You could not print the Aged WIP report in some cases if customers were created in an application that does not support Adagio Time&Billing.
On the T&B Billing Action report, the Total Outstanding column did not show sum the A/R Balance and the Net Unbilled in the Customer.
Added Date Range on the T&D Ledger report.
In some case when importing with the option 'Overwrite records' fields were required to be in the import file when they should not have been required.
Import / Export supports 4 digit years in dates (YYYYMMDD).
Import / Export screens displayed with slider bars on machines running Windows XP.
The 'Print/Consolidate G/L Transactions' report menu choice has been moved to the main reports menu for consistency with other Adagio modules.
Deleting batch entries in rapid succession caused an error in some cases.
If you bill time or disbursements for less than the recorded amount, 'Write off' is now the default rather than 'Balance Forward' as you are more likely to write off under-billed time.
Copy-specific fields on billing invoices did not print on the correct copy.