Web TimeSheet Release Notes Version 8.10

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1 Web TimeSheet Release Notes Version 8.10 Welcome to Version 8.10 of Web TimeSheet. These release notes provide information on: Features and enhancements new to this version How Web TimeSheet data will be migrated upon upgrade to this version Issues that have been fixed since the last release Version compatibility between Web TimeSheet, its Integration Managers and Web Resource This document also includes release information for the following QuickBooks and Microsoft Project integration managers compatible with this Web TimeSheet release: Integration Manager for QuickBooks Version Integration Manager for Microsoft Project Version 4.5 New in Version 8.10 The following new features are included in version 8.10 of Web TimeSheet. New in Both Editions of Web TimeSheet Expanded User Defined Fields 50 User and 20 Employee Type user defined fields are now available in Web TimeSheet, an increase from 5 fields for each type. These fields can be used to record custom user and employee type information. Print Signature Lines You can now specify that lines for Employee and Approver signatures display beneath the timesheet on printed copies of employee timesheets. Date Calculations in Custom Columns Functions and operators for working with dates are now available when creating custom columns in reports. Historical Cost and Payroll Fields in Reports Historical user hourly cost and payroll rates are now available in reports, not just the current rate assigned for each. The rate that is in effect for the date of the timesheet entry will display. In addition, base currency versions of these fields are also available. For clarity, fields that display the current rate are renamed Current Hourly Cost or Current Hourly Payroll. Scheduling Module (Beta Version) A beta version of the Web TimeSheet Scheduling module is now available for evaluation. This module allows you to schedule the times you expect employees to work, and can be used to monitor employee adherence to their schedules. Schedule users can also be allowed to prepopulate their timesheets with their scheduled hours. New in the Project & Billing Edition Dedicated Client Address and Contact Information Fields Client information fields that include address and contact information are now available as dedicated Client fields (entered when creating or editing a client), rather than as default Client user defined fields. This increases the number of Client user defined fields available for use in gathering other custom client information. Web TimeSheet Release Notes for Version 8.10 Page 1 of 7

2 New in the Time & Attendance Edition Time Off Booking Start and End Times Users can now specify start and end times when booking partial days off. This lets approvers and supervisors know what part of the day employees will be away, rather than simply the duration of the absence. You can require users to complete start and end times before they can submit a booking. Migration Notes The table below outlines how existing data will be migrated for those upgrading to Version Feature Time Off Booking Start and End Times Client user defined fields Settings after upgrade After upgrade, the Require start/end times for partial day bookings option on system preferences will be disabled, and no start or end times will be added to existing bookings, regardless of their approval status. Bookings created prior to the upgrade will not require start and end times to be added, even if the Require start/end times for partial day bookings is enabled. Upon upgrade, data in Client user defined fields used for default contact and address information will be migrated to their equivalent dedicated Client fields. These new fields are located on the Add/Edit Client pages. Migrated Client user defined fields will become unassigned fields that can be used to gather other client-related custom information. However, a default Client user defined field will NOT be migrated if: It is required It is a Number, Date, or Drop-Down type field It has been renamed It has a default value Disabled field and fields with a maximum length will be migrated. Refer to the Integration Manager for QuickBooks Version release notes below for information on how mappings that involve Client user defined fields will be handled. Unapproved time off requests If upgrading from version 8.2 or earlier, unapproved time off requests that belong to an open timesheet, and that do not overlap with existing time off, will be re-created as rejected time off bookings. Fixed in Release Release applies to the downloadable version of Web TimeSheet only. The following issues are fixed in this release. Fixed in both editions of Web TimeSheet Fixed issue that caused an intermittent error to occur when the user clicked Save on a timesheet. (71352) New Oracle Server Requirements As of Release , Web TimeSheet s Oracle Server version requirements have changed. If you are using Oracle 10g, version or higher is now required. Oracle 9.2 ( or higher) is still supported. Web TimeSheet Release Notes for Version 8.10 Page 2 of 7

3 Fixed in Release The following issues are fixed in Release of Web TimeSheet. Fixed in both editions of Web TimeSheet In SaaS implementations, if a user cancels the purchase of a Contract plan after entering billing information, and then purchases a Month-To-Month plan, the Payment Information page will no longer erroneously state that the user will be invoiced for their payment. (71186) In SaaS implementations, fixed an issue that caused an error to occur when users attempted to access the Manage Account page. (71185) In SaaS implementations, fixed issue that prevented some notifications from being received at the scheduled times. (71188) Fixed in Version 8.10 The following issues are fixed in Version 8.10 of Web TimeSheet. Fixed in both editions of Web TimeSheet Administrators can now edit the substitute user options for multiple users at once using mass edit functionality. Date selector controls no longer highlight Saturday and Sunday by default regardless of the user s weekly days off setting. (70262) In the Date Range filter in reports, if the user uses the arrow to navigate to a start date that falls after the selected end date, the end date displayed will automatically update to match the start date. (70404) Time and Expense permissions are no longer mistakenly available when administrators add substitute users to external users. (70344) External users are no longer erroneously available when administrator s are assigning substitute users to standard users. (70361) If a substitute user is disabled, this is now indicated in the administrator s substitute user management section of the user profile. (70358) External users can now appoint other external users as substitute users. (70363) A Save Date field setting is now available on the Waiting Timesheet Approvals page. (69950) Summary fields in reports exported as MSXML now use the correct format (string, numeric, etc); fields that contain no text are no longer formatted as string fields. (70768) A Bill Client column no longer displays on offline expense sheets for projects that are not associated with a client. (70392) Users can now save expense sheets that include a required user defined field if the maximum length for that field was changed since the field value was initially entered and saved. (69249) A <None> option is not longer erroneously available when selecting a specified user when adding or editing an approver type. (69240) Fixed issue that prevented the Reports - Timesheet Audit Trail settings on the DCAA Compliance tab from displaying correctly. (70841) During User Quick Add, a Field cannot be greater than <the default value of a required numeric User user defined field> message no longer displays when the user attempts to save, when no size limits exist for the field. (70637) Web TimeSheet Release Notes for Version 8.10 Page 3 of 7

4 New default weekly days off defined in system preferences are now set as the default weekly days off when adding a new user. (70456) An error is no longer reported when start or end values were left blank in the date selector filter in reports. (70538) Fixed issue that prevented the Timesheet Detail report from loading in Excel when it was exported in.xml format and included the Time In and Time Out fields. (70687) Sample users are now deleted from the user s database when they purchase a Month-To-Month plan, preventing them from being mistakenly included in the license total when billed. Basic support for quote display, invoicing, and billing in non-us currencies is now available in the SaaS customer portal. Fixed in the Project & Billing Edition The Productivity feature is no longer mistakenly available when the User billing information option is disabled in system preferences. (64702) The Project Billing Status and Task Billing Status fields are now available in all project default reports and report templates. (70470) A User Default Billing Rate field is now available in all applicable reports. (69999) The performance of timesheets that include task progress bars and reports that include task progress information have been improved. (70018) Fixed issue that prevented correct task totals from displaying in the Productivity Details report. (70283) The <All> filter has been removed from the Time Off Type filter in reports to prevent disabled time off types from displaying in reports when it is selected. The functionality this option provided is still available via the Select All link. (70271) When mass editing projects, the department visibility checkboxes are now initially displayed in gray (indicating the unedited state). (70423) Fixed in the Time & Attendance Edition A blank page no longer displays when the user attempts to book time off for the <None> time off type, when <None> is set as the default type. (70396) Users can no longer select end dates that precede start dates when exporting time off that falls between specific dates to Outlook. (70103) Banked Hours Deposited no longer mistakenly displays in the user s timesheet hours summary (top left corner of timesheet) if the Choice of banking extra overtime hours permission has been disabled for the user. (70235) Time off bookings that the approver has rejected no longer display on the List Historical Time Off Approvals page. They are still available on the List Waiting Time Off Bookings page. (70414) Fixed issue that prevented the correct time off approver name from displaying when the user selected a new time off type on a booking page. (70069) In Internet Explorer 8, when adding or editing an overtime rule, the selection check boxes in the Include Time Off drop-down now display. (69143) Web TimeSheet Release Notes for Version 8.10 Page 4 of 7

5 Holidays are no longer auto-populated with time off bookings if they fall on a weekly day off. This prevents approvers from being sent notifications prompting them to approve these bookings. (70204) When importing a time off policy, if no accrual policy field values are specified, a default policy will no longer be created. (69497) An error no longer occurs when adding a user with anniversary accrual default settings, if the user sets their start date to none before editing any other Advanced options. (70548) A time off booking s displayed balance no longer erroneously updates if the user changes the booking's end date to <None> before editing any other settings for the booking. (70548) Web TimeSheet Integration Manager for QuickBooks Version Release Notes New in Version The following new features are available in Version of Web TimeSheet Integration Manager for QuickBooks: Support for Transfer of New User Defined Fields Values for all newly available User and Employee Type user defined fields can be successfully transferred to and from QuickBooks via the Integration Manager. Support for Mapping of Dedicated Client Fields Values for the dedicated Client address and contact information fields now available in Web TimeSheet can be transferred to and from QuickBooks via the Integration Manager. How Client user defined field mappings will be upgraded Since default Client user defined field values are being transferred to dedicated Client information fields in Web TimeSheet (see Migration Notes above), some or all of your existing Client user defined field mappings may become invalid upon upgrade to this version. If any of your Client user defined field values are affected by this change, the first time you launch a wizard that includes a mapping to or from an affected field, you will be notified. A list of all missing values will be provided in the notification so that you can update your mappings before proceeding with the transfer. This notification will continue to appear until you complete a transfer with the affected wizard. Intuit QuickBooks Version Compatibility The following versions of Intuit QuickBooks are supported for use with Web TimeSheet version 8.10: QuickBooks Pro or Premier U.S. Edition 2009, 2008, 2007, or 2006 QuickBooks Pro or Premier Canadian Edition 2009, 2008, 2007, or 2006 QuickBooks Pro or Premier UK Edition 2008 QuickBooks Enterprise Solutions U.S. Edition 9.0, 8.0, 7.0, or 6.0 QuickBooks Premier Canadian Multicurrency Edition About Multiple Currency Support Although U.S. editions of QuickBooks 2009 support multiple currencies, due to a limitation in QuickBooks, transfer of multiple currencies via the integration manager is not supported for these editions. Web TimeSheet Release Notes for Version 8.10 Page 5 of 7

6 Integration Manager for Microsoft Project Version 4.5 Release Notes New in Version 4.5 The following new features are available in Version 4.5 of Web TimeSheet Integration Manager for Microsoft Project: Support for Transfer of New User Defined Fields Values for all newly available User and Project user defined fields can be successfully transferred to and from Microsoft Project. (70707) Fixed in Version 4.5 The following issues are fixed in Version 4.5 of Web TimeSheet Integration Manager for Microsoft Project: If the Update Project Team check box is disabled and the Create a new user in Web TimeSheet if user does not exist check box is enabled, new users can no longer erroneously be created. (69291) If a connection error occurs that was caused by a modification the user made to the user.config file, an error message indicating the cause of the error now displays. (68586) Microsoft Project Version Compatibility The following versions of Microsoft Project are supported for use with Web TimeSheet version 8.10: Standard 2002, 2003, 2007 Professional 2002, 2003, 2007 Server 2003, 2007 Replicon Product Version Compatibility The table below outlines which versions of other Replicon products are compatible with Web TimeSheet version To use these products with Web TimeSheet 8.10, you must upgrade to one of the versions listed. Web TimeSheet version 8.10 is compatible with Version Number Web Resource 2.9 or 2.10 Web TimeSheet Integration Manager for QuickBooks 4.2, 4.4, 5.1 or 5.2 Web TimeSheet Integration Manager for Microsoft Project 4.2, 4.3, 4.4, or 4.5 Contacting Support For further information on this release, contact Replicon Customer Support using one of the following methods: Direct Phone: ext 3 Toll-Free Phone: North America: Europe/New Zealand: Australia: Web TimeSheet Release Notes for Version 8.10 Page 6 of 7

7 Web-Based Form: Fax: Web TimeSheet Release Notes for Version 8.10 Page 7 of 7