Praesto Version Release Notes

Release 9.0.3 (Free Update) May 2012

Bug Fix - Corrected an issue with the client name and address populating to invoices.
Bug Fix - Updated the upgrader to manage the data for the new Who Gets Billed fields.
Bug Fix - Corrected an issue with signature printing on transmittals.
Enhancement - Added notes as an import option for Companies.
Enhancement - Added notes as an import option for Contacts.

Release 9.0.2 (Free Update) April 2012

Bug Fix - Corrected a half dozen small issues reported by our early adopters. No real change to functionality.
Bug Fix - Corrected a missing field issue on certain transmittal printouts.

Release 9.0.1 (Free Upgrade) April 2012

New Module - Resource Management - wow this is a cool tool.
New Module - Construction Administration Log - what a great management time saver and organizer.
Enhancement - Email notification for tasks.
Enhancement - Daily email summary of tasks.
Enhancement - Email notification for CA Log items.
Enhancement - Daily email summary of open CA Log items.
Enhancement - Added the ability to import project phases when migrating from other systems.
Enhancement - Added the ability to import master task/check list items from other systems.
Enhancement - Intrgrated Live Support into the home page.
Enhancement - Added more capabilities to Limited Users.
Feature Request - Added the ability to have a unique billing contact and address for projects seprate from the primary project contact.
Feature Request - Added an Activity Picker for time slips.
Feature Request - Added a Staff Picker system wide.
Feature Request - Added the ability to open multiple windows.
Feature Request - Added a project number name separator.

Release 8.0.7.4 (Free Update) March 2012

Bug Fix - Corrected a printing error for project budgets detail page.
Bug Fix - Fixed a portal sorting issue under QuickBooks Vendor Matchup.
Enhancement - Added the ability auto-match Clients with QuickBooks Customers.
Enhancement - Added the ability auto-match Projects with QuickBooks Jobs.
Enhancement - Added the ability auto-match Companies with QuickBooks Vendors.

Release 8.0.7.3 (Free Update) February 2012

Bug Fix - Corrected an error in setting the line item description when paying sub-vendors.
Bug Fix - Updated the process of converting a proposal to a project to maintain the phase statuses.
Bug Fix - Updated print titles on time summary reports.
Feature Request - Added the ability to push all the filing codes into a project rather that selecting them one at a time.
Feature Request - Added the ability to push all the master tasks into a project rather that selecting them one at a time.
Feature Request - Added the ability to push all the master phases into a project rather that selecting them one at a time.
Feature Request - Proposal phases not inherit the master phase status codes.

Release 8.0.7.2 (Free Update) February 2012

Bug Fix - Corrected the display of the progress bar when pushing time slips into QuickBooks.
Bug Fix - Corrected an error that allowed billed time slips to be deleted.
Bug Fix - Modified how project numbers and names are displayed to accommodate long project numbers.
Bug Fix - Fixed an issue where invoice billing rates could not be modified.
Enhancement - Changed the interface color scheme for preferences to notify the user that they are making global changes.
Feature Request - Added a new project management summary report to Money and TimeSlips.
Feature Request - Added a new financial reporting page to time slips.
Feature Request - Billing rate update allows you to update all the billing rates across all projects with the new master rates.

Release 8.0.7.1 (Free Upgrade) January 2012

Bug Fix - Corrected an issue for printing recipient phone and fax numbers on documents.
Bug Fix - Corrected a printing issue with font sizes on some reports.
Bug Fix - Corrected a printing issue when attempting to print a task report using page breaks between each assignee or project.
Bug Fix - Corrected a printing issue on transmittals that showed a missing field.
Bug Fix - Corrected a printing issue on invoices with no balance due.
Bug Fix - Corrected an issue with linking Companies and Contacts in the Address Book.
Bug Fix - Updated which phases are available to a user when enter a time slip. Only phases marked as ‘In Progress’ will be available.
Bug Fix - Corrected an issue that was not allowing user passwords to be reset.
Enhancement - Added the ability to include all fixed fee phases in an invoice with a single click.
Enhancement - Added phase status to Master Phases so they will automatically set to the user’s preference.
Enhancement - Added the ability to reset a Users Password with a single click.
Enhancement - Added Phone and Fax tag preferences to Companies.
Enhancement - Added Progress Bars to batch process for pushing data to QuickBooks and when batch printing Invoices.
Enhancement - Added the ability to duplicate Access Groups.
Enhancement - Added the ability to toggle found sets between the found records and the omitted records.
Feature Request - Added the ability to have two signatures on proposals.
Feature Request - Added signature lines to time sheets for the employee and supervisor.
Feature Request - Added the ability to set the default document type for new documents under preferences.
Feature Request - Added enhanced search capabilities to Contacts in the Address Book.
Feature Request - Added a filter to the QuickBooks Company/Customer lists on the Match Up page.
Feature Request - Added a filter to the QuickBooks Project/Job lists on the Match Up page.
Feature Request - Added the ability to batch print the current set of invoices without changing their status.
Feature Request - Added the ability to batch print Ready invoices to PDF and change their status to Open in the process.
Feature Request - Added the ability to batch print the current set of invoices to PDF without changing their status.

Release 8.0.6.3 (Free Update)

Bug Fix - Corrected a couple issues with proposal printing.
Bug Fix - Corrected an issue with deleting invoices.
Bug Fix - Corrected an issue with time slips being marked as billable for cost plus phases.
Bug Fix - Updated the address display on the document interface screen.
Bug Fix - Corrected an issue with printing pay requests.
Bug Fix - Corrected an issue with entering time and using the new project picker.

Release 8.0.6.2 (Free Update)

Bug Fix - Corrected a printing error on invoices containing cost plus billing items.
Bug Fix - Corrected an issue with some auto enter values on invoices.

Release 8.0.6.1 (Free Upgrade)

Bug Fix - Corrected an issue some users were having when pulling items into Praesto from QuickBooks.
Bug Fix - Corrected an issue some users experienced when changing the order of Project Tracking Fields.
Bug Fix - Corrected an error we had in the posing of overhead costs associated with a project.
Bug Fix - Corrected an issue with the linking to Google Maps for companies that have an "&" in the name.
Enhancement - Added the ability to reset a Users Password with a single click.
Enhancement - Created a user preference for Currency to accommodate our expanding user base.
Enhancement - Added the ability to bill on a Cost Plus basis in addition to the existing Hourly and Fix Fee formats.
Enhancement - Added the ability to print Cost Plus invoicing with the Overhead and Profit either in the line item or summarized and the bottom of the invoice.
Enhancement - Added the ability to enter and track Retainers.
Enhancement - Updated how users select Companies, Contacts, Projects, and Proposals for use in other parts of the database so it is faster and simpler.
Feature Request - Added the ability to enter logos and footers for Proposals independent of other documents.
Feature Request - Updated the process of converting an open Proposal to a new Project to include the setup of Sub Consultants.
Feature Request - Added a preference to Invoice Printing allowing the user to include either the unbilled remainder or the amount billed to date for fixed fee contracts.
Feature Request - Added the ability to import the Project Client into a Project Note.
Feature Request - Added the Task start date to the list view of Tasks.
Feature Request - Added Master Expense items that can have associated prices for use when adding general and reimbursable expenses to Projects.
Feature Request - Created a new report under Project Fees that summarized Fees by Phase.
Feature Request - Invoices automatically adjust to display the Purchase Order section only if a purchase order value has been entered.
Feature Request - Adjusted Proposal printing margins on page 2+ to accommodate printouts with or without a page 2 logo.
Feature Request - Modified Invoice printing to print only the necessary summary information in the summary portion at the bottom of the invoice.
Feature Request - Added the ability to enter logos and footers for Proposals independent of other documents.
Feature Request - Added an export to Excel from the Address Book for Companies.
Feature Request - Added an export to Excel from the Address Book for Contacts.
Feature Request - Added an export to Excel from the Address Book for Notes.

Release 8.0.5.3 (Free Update)

Bug Fix - Added a clear button to the invoice logo so it can be removed.
Feature Request - Created the ability to enter the number of hours a given employee is scheduled to work each year. If no value is entered, 2080 will be used as the default.

Release 8.0.5.2 (Free Update)

Bug Fix - Corrected an issue with posting new time slips.

Release 8.0.5.1 (Free Upgrade)

Bug Fix - Updated Project edit screen to include the project purchase order.
Bug Fix - Under Project Fees we corrected the summary for Earned Values which was displaying the incorrect summary.
Enhancement - Updated the time slips import to allow the user to mark time slips as Locked so they will not be available for pushing into QuickBooks.
Enhancement - Updated the project import process to set the Receipt amount and Lock any created invoices or receipts so they will not be available for pushing into QuickBooks.
Enhancement - Added a new Time Slip list view that displays all of the rates for each time slip including costs, overhead, and billing rates among other values.
Enhancement - Printing a Document marked as Draft will prompt the user change its status to Complete prior to printing or leave it as is and print with a watermark.
Enhancement - Printing an Invoice marked as either Draft or Ready will prompt the user to change its status to Open prior to printing or leave it as is and print with a watermark.
Enhancement - Batch print Ready Invoices and have their status changed to Open.
Enhancement - Added the ability to hide a Project from the QuickBooks assignment interface.
Feature Request - Exports to Excel.
Feature Request - Added the ability to Lock time slips so they will not be pushed into QuickBooks.
Feature Request - Added the ability to Lock invoices so they will not be pushed into QuickBooks.

Release 8.0.4.2 (Free Update)

Bug Fix - corrected issues with deleted and duplicating existing time slips and how they are linked to QuickBooks and project phases.

Release 8.0.4.1 (Free Upgrade)

Bug Fix - corrected a scripting issue where time slips were remaining locked after being un-linked from an invoice.
Bug Fix - Time Slips Filter - corrected an issue where some time slips were improperly omitted from the filtered set.
Bug Fix - Document Printing - corrected an issue with printing transmittal documents.
Enhancement - Invoices - added the invoice status watermark to printing.
Enhancement - Invoices - added a direct link the associated time slips for hourly billings.
Enhancement - Invoices - modified how we store and display invoice data and are seeing a measurable speed increase.
Enhancement - Time Slips - modified how we store and display time slip data and are seeing a measurable speed increase.
Enhancement - Documents - when editing a documents a summary list of who the documents is going to is shown when on the body edit window.
Enhancement - Online Training Videos - Training videos have been added to the website and a button that links to this site has been added to interface layouts.
Enhancement - Invoice Printing - line items for hourly phases have the option of displaying the number of worked hours in addition to the number of billed hours.
Enhancement - Project Time Summary - added a summary of hours by activity.
Feature Request - Project Time Summary - built links from the time summary page to the linked hours so a user can drill down and see the associated time slips.
Feature Request - Expenses - general and un-billed reimbursable expenses can be changed between general and reimbursable with the click of a button.

Release 8.0.3.8 (Free Update)

Bug Fix - corrected an issue with printing tasks.
Enhancement - Consultant Payouts - added subtotals to the list of pay requests to show amount requested, payouts, and balance.
Feature Request - added the ability to toggle project expenses between general and reimbursable.

Release 8.0.3.7 (Free Update)

Bug Fix - corrected an issue when printing documents marked as private.
Enhancement - Importing - added the Excel template so the user can export a ready to go template at any time.
Enhancement - Importing - added time slips to the list of importable items.
Feature Request - Importing. Added the ability to clear the import holding table of all it’s records.
Feature Request - added the ability to update the billing rates for the entire set of found projects.

Release 8.0.3.6 (Free Update)

Enhancement - Proposals - added the ability to include or exclude the list of sub-consultants when printing.

Release 8.0.3.5 (Free Update)

Bug Fix - corrected an issue in linking design and build team members to projects.

Release 8.0.3.4 (Free Update)

Enhancement - updated the communication between the software and our activation key generator.
Enhancement - Users - added a create new user button to the user detail view.
Enhancement - added the day shift buttons to the semi-monthly time slips summary on the Home Dashboard view.

Release 8.0.3.3 (Free Update)

Bug Fix - corrected an error when printing in portrait view for various items.
Bug Fix - corrected scripting so that time slips are un-linked from an invoice if the invoice is deleted.
Bug Fix - corrected scripting in Documents so records are properly linked to companies and contacts for viewing from the Address Book.
Bug Fix - corrected scripting under Projects for coping resume information to the clipboard.
Enhancement - Time Slip - added the ability to shift the semi-monthly summary views by a single day.

Release 8.0.3.2 (Free Update)

Bug Fix - corrected an issue with tax calculations on invoices.
Bug Fix - corrected scripting in the Address Book with the linking of companies and contacts.
Enhancement - Each line item within an invoice can now be individually marked as taxable or not.
Enhancement - Time Slips - under the report layout the record found count has been added so the user will know how many records will be included in the report.
Enhancement - Address Book Contacts - added the extension field to the interface and edit popups.
Enhancement - Address Book Contacts - added the ability to select a phone number for a contact as their primary number.
Enhancement - Documents - added the ability to include attachments with Memos.
Enhancement - Time Slips - to enhance the user experience and speed up the time entry process, new time slips will copy key pieces of information from the users most recent time slips for the same project.
Enhancement - Time Slips - when copying time slips from the prior day the user will be presented with a dialogue if the copy to day in Monday, asking if the slips from Friday, Saturday, or Sunday should be copied.
Feature Request - Project Multiplier has been added to the Project Ratios under Project Fees in the Money Section. This multiplier shows your amount Invoiced divided by your labor costs.

Release 8.0.3.1 (Free Upgrade)

Enhancement - Completely revised the method behind how time slips are displayed in the summary views for the Home Dashboard and under Time Slips.
Enhancement - Updated the Time Slips filter to improve the speed of locating your filtered set.
Feature Request - Documents - added the ability to toggle a draft document to complete from the Detail View simply by clicking on the status.
Feature Request - Projects - added the primary and secondary staff members as options on the find popup.

Release 8.0.2.1 (Free Upgrade)

Bug Fix - corrected a couple of minor bugs and repaired the script behind a few of the print buttons.
Enhancement - Added the ability to Archive old time slips.

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