Release notes Timesheet Extension

Frank Pedersen Moe Updated by Frank Pedersen Moe

Cepheo Timesheet Extension consists of one core package of code.

Explanation of version number: Release year / release month / major version / minor version

Version history

Release date

Release version

Version compatibility

Content

Version 3

2024.6.3.47

03.06.2024

PU61

PU64

  • New: Toggle button for hiding Saturday and Sunday
  • New: On all timesheets a new quick filter for not posted lines added
  • Update: Import hours entity is using new MS dataverse options
  • Update: Comments are now aligned with days displayed in the grid

2024.5.3.46

30.05.2024

PU61

PU64

  • New: Added entity "Cepheo Timesheet hour balance workers entity V2"
  • New: Added entity "Cepheo Timesheet hour balance budget worker link entity V2"
  • New: Added entity "Cepheo Timesheet hour balance journal line entity V2"
  • New: Added validation on dates on "Hour balance worker budgets"
  • Fix: (Hour balance) Only active workers are added to Opening journal
  • Fix: (Hour balance) Closing balance only contains workers with transactions in period (including opening journal)
  • Fix: (Hour balance) Find correct closing transactions to create the opening journal journals
  • Fix: (Hour balance) Update buttons on forms "Hour balance journals" and "Hour balance journal lines" after "Post", "Cancel", "Validate" or "Create journal lines" is executed.

2024.5.3.45

  • Version number skipped, did not pass quality assurance

2024.5.3.44

24.05.2024

PU61

PU64

  • Update: External comments on pending transaction for supports cross company lines

2024.5.3.43

23.05.2024

PU61

PU64

  • New: Unposted transactions form now displays external comment from timesheet
  • Update: Import hours table updated with new fields and labels

2024.5.3.42

15.05.2024

PU61

PU64

  • Update: Auto-create of timesheets is now using values from end dates on employment
  • New: New guid fields added to import hours entity

2024.4.3.41

26.04.2024

PU61

PU63

  • New: Hour import functionality added

2024.4.3.40

22.04.2024

PU61

PU63

  • Update: Added security to execute action method on case entity

2024.4.3.39

20.04.2024

PU61

PU63

  • Fix: Timesheet trans was sometimes not updated correctly when using billable hours
  • New: Entity created for import hours table
  • New: parameters for setting activity mandatory and locking category added

2024.4.3.38

19.04.2024

PU61

PU63

  • Fix: Timesheet transaction hours not being updated correctly when using billable hours

2024.4.3.37

15.04.2024

PU61

PU63

  • Update: Validation was simplified regarding parameter setup, valid for current company
  • Update: Auto create of timesheet only if employment is active

2024.3.3.36

25.03.2024

PU61

PU63

  • Update: Role validation restricted to current company
  • Update: Duplicate line also resets tax group

2024.3.3.35

08.03.2024

PU61

PU63

  • Update: added original hours to timesheet trans when using billable hours
  • Update: New field added to activity for registering as a change request

2024.2.3.34

29.02.2024

PU61

PU63

  • Update: Create timesheet in batch now supports split periods
  • New: Parameter added to reset item tax group on timesheet line when changing values for Project, Activity or Category

2024.2.3.33

23.02.2024

PU61

  • Update: Case exception requirement added
  • Update: Case form updated with related transactions button
  • Update: Holiday info reflects actual holidays

2024.2.3.32

13.02.2024

PU61

  • Update: Project manager added to lines for my review
  • Fix: Creation of new timesheet was casting cross company query error

2024.2.3.31

31.01.2024

PU61

  • Update: Line property change log added to lines for my review
  • Update: Workflow validation design change

2024.1.3.30

25.01.2024

PU61

NB! Due to intensive work and updating of this model the versions changes from 2023.12.3.14 to 2024.1.3.29 is listed below:

  • New: Holiday calendar marking on days added, controlled by parameters
  • New: Custom validation added to submit, controlled by parameters
  • Update: Customer care form, new fields and sorting changed, quick filters added
  • Update: WBS, updated selections for activity, apply values to multiple lines
  • New: WBS, Mark root nodes to be hidden in lookup on timesheet
  • Fix: Labels updated and cross-company code added multiple places

2023.12.3.13

29.12.2023

PU61

  • Update: Cross company mandatory case validation added

2023.12.3.12

22.12.2023

PU61

  • New: Validation on billable hours regarding increment
  • New: Project V2 entity now contains custom fields

2023.12.3.11

20.12.2023

PU61

  • Update: Line property change logging added to lines for my review
  • New: Editing of fields on lines for my review controlled by role
  • Update: Request added to case types

2023.12.3.10

19.12.2023

PU61

  • New: Case not mandatory by activity so only exceptions need to be set
  • New: Line property change log added
  • Update: New parameter's added for more control over split dialog

2023.12.3.9

  • Version number skipped, did not pass quality assurance

2023.12.3.8

  • Version number skipped, did not pass quality assurance

2023.12.3.7

12.12.2023

PU61

  • Update: Removed logic where incident changed line property on timesheet

2023.12.3.6

11.12.2023

PU61

  • New: Hour Balance controlled by parameter, enable to use
  • Update: Added role by parameter to edit time sheet lines for my review
  • New: Sales product added to item table and case table
  • Preview: Hour balance flextime adjustment.

2023.11.3.5

24.11.2023

PU58

  • Fix: Duplicate line include hours and comments worked opposite checkbox setting

2023.11.3.4

24.11.2023

PU58

  • New: Duplicate line button on timesheet

2023.11.3.3

23.11.2023

PU58

  • Update: Case is now global
  • Update: Case lookup on timesheet improved with new quick filters

2023.11.3.2

22.11.2023

PU58

  • New: Duplicate line function on timesheet lines
  • Update: New lookup for case with filter options

2023.10.3.1

17.10.2023

PU58

  • Update: Added support for google translate on 4 languages
  • Fix: Calculate hour balance for all posted hours
  • Fix: Create posted hours for dates with no hours registered
  • Fix: Copy previous week code did not update to correct item tax group

Version 2

2023.9.2.39

14.09.2023

PU58

  • Fix: When setting company specific access case lookup returned nothing
  • Update: Renamed Axdata to Cepheo in UI

2023.8.2.38

30.08.2023

PU58

  • New: Billable hours can now be changed when in review
  • Update: Auto create has new option to create from favorites

2023.8.2.37

04.08.2023

PU58

  • Update: Form 'Other users' is now sorted by day and includes cross company data

2023.7.2.36

04.07.2023

PU56

  • Fix: (Hour balance) Use worker start and end date when create source lines for posted totals
  • New: (Hour balance) Added calculation type Accumulated. When selected in the calculation setup it calculates the hour balance on the to date.

2023.6.2.35

20.6.2023

PU56

  • Update: Remove duplicate transactions from Timesheet entity

2023.6.2.34

18.6.2023

PU56

  • New: Timesheet transaction entity

2023.4.2.33

19.04.2023

PU56

  • New: Added jumpref to timesheet on lines for my review
  • New: 4 new columns added to customer cases form
  • Update: Hour balance functionality update

2023.3.2.32

03.03.2023

PU55

  • Fix: Extra warning when deleting a timesheet was skipped when reason code was activated

2023.2.2.31

21.02.2023

PU55

  • New: Intercompany timesheet creation option added

2023.2.2.30

17.02.2023

PU55

  • New: Auto create timesheets with options
  • New: Sort by project and activity as default
  • New: Hour focus can be customized to show customer or customer and name
  • Update: Other comments with new layout

2023.2.2.29

08.02.2023

PU52

  • New: View coworkers contribution on the same project for the same period

2023.1.2.28

23.01.2023

PU52

  • Fix: Improve when the Cancel button on an Hour balance Journal is enabled

2022.12.2.27

20.12.2022

PU52

  • Update: Hour balance calculation updated regarding timesheet journals
  • New: Added new columns to care overview form, total hours and billable hours

2022.12.2.26

02.12.2022

PU52

  • Fix: Privilege for excel export was missing default value

2022.11.2.25

30.11.2022

PU52

  • New: Added function for exporting transactions to excel, can be found on project list page

2022.9.2.24

26.09.2022

PU52

  • New: Added new hour balance overview form, can be filtered by team
  • Update: Copy previous week now handles split periods
  • Update: Hour focus is now saved as a parameter on user settings
  • New: Display sales price on timesheet overview
  • Update: Added warning if translation url was missing

2022.6.2.23

16.06.2022

PU50

  • Fix: Activity lookup on project failed when no datasource was found

2022.5.2.22

23.05.2022

  • New: Add category name to lines for my review, controlled by parameter
  • Update: Re-worked query for filtering cross-company on project group for other approvers

2022.5.2.21

  • Version number skipped, did not pass quality assurance

2022.5.2.20

  • Version number skipped, did not pass quality assurance

2022.4.2.19

28.04.2022

  • New: Possible to copy previous week with or without hours and comments
  • New: Case can be set to mandatory on project
  • New: Category name can be displayed on timesheet lines, controlled by parameter
  • Fix: Labels updated

2022.4.2.18

08.04.2022

  • Update: Added line property to shared external comments

2022.4.2.17

04.04.2022

  • New: Lines for my review, added filter for status
  • New: Lines for my review added form part with approvers
  • New: Filter for 'All approvers' added
  • New: Parameter added to project groups for 'All approvers'

2022.3.2.16

25.03.2022

  • New: Added sort button to lines for my review
  • New: Added others comments function
  • Fix: labels was missing for some forms and entities

2022.3.2.15

07.03.2022

  • New: New function, added split button for hour line
  • Update: Blocking of activity is now restricted to timesheet

2022.2.2.14

23.02.2022

  • New: Control hour reduction for timesheet display by parameter on line property
  • Update: Added note from wbs to tooltip on timesheet line

2022.2.2.13

15.02.2022

  • New: Added new hour focus toggle button on timesheet form
  • Fix: Labels updated

2022.2.2.12

03.02.2022

  • Update: Combined fields for invoice amount and potential amount
  • New: Added parameter for line property id to be used with potential amount

2022.2.2.11

01.02.2022

  • New: Show labels on timesheet for case, external comment and internal comment
  • New: User can change setting for showing labels
  • New: Added sort button to timesheet for sorting by project and then activity

2022.1.2.10

28.01.2022

  • New: Added help dialogs for remaining hours showing details from WBS
  • New: Added help dialog to colors in grid on timesheet lines
  • Change: Removed clickable link on timesheet number to prevent unauthorized access to timesheets

2022.1.2.9

25th January 2022

  • New: Supervisor can now change case on approval form
  • New: Billable summary on timesheet with new fields and can now be controlled by parameter
  • New: Color icons to add focus on remaining hours
  • New: When copying from favorites reset of category and/or line property is controlled by parameters

2022.1.2.8

17th January 2022

  • New: Added HowTo buttons on forms

2022.1.2.7

14th January 2022

  • Update: Best practice changes

2022.1.2.6

12th January 2022

  • New: Added HowTo to timesheet

2022.1.2.5

11th January 2022

  • New: Added HowTo function

2021.12.2.4

27th December 2021

  • New: global parameter for mandatory comment
  • New: added menu for quick change of activity in wbs
  • New: display remainng hours from wbs
  • Update: rearanged controls on project page details

2021.11.2.3

5th November 2021

  • New: Translation feature added for norwegian to english on timesheet lines
  • Update: Added label to billable hours on timesheet line

2021.11.2.2

3rd November 2021

  • New: Translation feature added for norwegian to english on timesheet lines
  • Update: Added label to billable hours on timesheet line

2021.10.2.1

28th October 2021

  • New: Translation feature added for norwegian to english on timesheet lines

Version 1

2021.12.1.50

28th December 2021

  • Fix: Changed layer for model

2021.10.1.49

5th November 2021

  • New: Translation feature added for norwegian to english on timesheet lines
  • Update: Added label to billable hours on timesheet line

2021.10.1.35

21st October 2021

  • Deleted AxdataFoundation

2021.10.1.30

19th October 2021

  • Fix: security privilege updated

2021.10.1.27

1st October 2021

  • New: Factor added to hour balance group
  • Fix: All menus license type changed to universal

2021.9.1.22

21st September 2021

  • Update: Foundation code upgrade

2021.9.1.21

20th September 2021

  • Obsolete: removed config keys
  • Obsolete: Simplified foundation model

2021.9.1.17

15th September 2021

  • Fix: Invoice preview not showing reference when legal unit is changed in timesheet line

2021.9.1.16

14th September 2021

  • New: Tooltip on case number in timesheet and timesheet lines for my review
  • Fix: lookup now supports cross company
  • Update: Security roles for customer care added

2021.8.1.15

30th August 2021

  • fix: grid view
  • fix: total hours and rate calculation if billable hours is enabled
  • updated: time sheet lines for my review, display billable hours and case
  • new: filter on lookup on cases on status

2021.7.1.14

13th July 2021

  • update: rearanged fields on wbs details for activity

2021.7.1.13

9th July 2021

  • new: block activity can also be controlled by project group

2021.7.1.11

8th July 2021

  • new: activity can now be closed from wbs details on project
  • new: now possible to block activity from timesheet witouth closing it
  • new: line property field added to activity, if set it will override standard on timesheet and journal
  • new: block activity is controlled by company parameter
  • update: labels on invoice description is using settings on project
  • update: overwrite dialog on timesheet is updated with new label

2021.7.1.10

7th July 2021

  • new: added field for billable hours
  • new: added field for customer care case quick selection
  • new: added preview button timesheet to show invoice text
  • new: added billable, non-billable and billing rate to timeshet header
  • new: entity, privileges, duties and roles for customer care reference
  • new: timesheet parameter table
  • fix: entities updated with new labels
  • fix: security labels updated

2021.6.1.9

30th June 2021

  • Fix: Open total hours do include first week of period.
  • Fix: Open total hours do not include posted hours.
  • Fix: Open weekly hours are calculated from period on time sheet.
  • Fix: Create hour balance transactions do skips open time sheet journals

2021.4.1.7

26th April 2021

  • fix: changed menus to activity license
  • new: added swedish language

2021.4.1.6

22nd April 2021

  • fix: number sequence labels updated
  • fix: Norwegian labels updated

How did we do?

Ts.2023.4.2.33

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