New Feature!

• Sage Intacct:
  • Bilflo can now sync Bilflo clients to create Sage Intacct customers and export Bilflo invoices to create Sage Intacct invoices.
  • If the customer has already been created in Sage Intacct, admins can map Bilflo clients to Sage Intacct customers. If the customer has not been created in Sage Intacct yet, admins can go to the Billing > Accounting > Sync page to prompt the action to sync (or create/update) the customer record.
  • Prior to exporting invoices (on the Billing > Accounting > Export page), admins can map Bilflo PBIs to Sage Intacct GL Accounts so the invoice line items are generated correctly based on the requirements for Sage Intacct.

New Feature!

• Specify expenses on a contract job:
  • See here for an overview: https://www.loom.com/share/1c0343dc1bdf445f9293a242c6d3367d
• Enable Expenses:
  • Unchecked: Contractors cannot enter expenses on their timecards.
  • Checked: Contractors can enter expenses on their timecards.
  • This setting allows admins to control whether or not contractors can add expenses.
  • If no specific expense items are added using the “+ Add Expense Item” option, contractors will see the full list of expense items from the Global Lists page. If items are specified directly on the job, the contractor’s dropdown will only display those job-specific items.
• Approve Method:
  • Always select “Online”
    • (Note: This field will be removed from the front end soon to simplify setup and approval.)
• Don’t Bill Expenses to the Client:
  • Unchecked:
    • Expenses will be added to the invoice.
    • On the Contract Overview page, “Bill Quantity for Expenses” = 1.
  • Checked:
    • Expenses will not be added to the invoice.
    • On the Contract Overview page, “Bill Quantity for Expenses” = 0.
• Add Expense Items:
  • By default (to preserve existing functionality), if no expense items are added to the job, contractors will have access to all expense types listed on the Global Lists page.
  • If you add an expense item, only those selected will be available to the contractor for that job.
• Default Rates:
  • Admins can define a default Cost Rate and/or Bill Rate for each expense item on the Global Lists page.
  • If a default rate is set to $0.00, the rate entered on the timecard (i.e., Cost Rate) will be used as the base to calculate the alternate rate (i.e., Bill Rate).
  • If default rates are defined, those values will be automatically applied.

• Lock Cost Rate:
  • The lock icon next to an expense item allows admins to make the Rate field read-only for contractors.
    • Example: Contractors cannot edit the cost rate of $0.70 for “Mileage”.

• Max Limits:
  • Admins can enforce maximum subtotal limits for expense items. These limits can be based on:
    • Daily totals
    • Weekly totals
    • Monthly totals
  • Limits can be applied to either the Cost Subtotal, Bill Subtotal, or both independently.
  • Example: For “Mileage”:
    • Cost subtotal max: $100.00
    • Bill subtotal max: $200.00

UI update

• Updated the “+New” button and dropdown menu to show “+Create New” with UI that displays details around each entity that is being created (see below for reference).
• Updated the Company Settings page with new UI (consistent with “+Create New” changes mentioned above).

Resolved Issues

• Bilflo API:
  • Updated the POST v1/ContractJobs endpoint so it no longer requires “endDate” or “addressId”.
  • Added the POST v1/DirectHires endpoint.
  • Added the GET v1/Users/GetUserProfileDataByEmailAddress/{emailAddress}.
• Bullhorn:
  • Fixed an issue where the direct hire placements showed $0.00 GP when exporting to Bilflo.
  • Fixed an issue where the time collection method selected on the Bullhorn placement was not populated in Bilflo.
  • Updated to populate the Bilflo phone number field via the Bullhorn “mobilePhone” field if the “primaryPhone” field is not populated.
  • Fixed an issue where the custom fields were not populating accurately due to the Bullhorn value returning a JSON object instead of a string value.
  • Fixed an issue where the Bullhorn “JobOrder Address” and “ClientCorporation Address” did not require a State value.
  • Fixed an issue where the Bullhorn Candidate Zip Code was read as required.
  • Fixed an issue where the Bullhorn Candidate “degree” and “educationDegree” fields were throwing an error when creating the Bilflo Contractor record.
  • Fixed an issue where the Bilflo PBI Rates were populated with inaccurate attribute values, creating inaccurate sales and GP calculations.
  • Fixed an issue where Bullhorn permanent/direct hire placements created jobs in Bilflo, but the clients were set as inactive.
  • Fixed an issue where the Bullhorn Contractor Mapping page did not display the complete list of Bullhorn Candidates due to an API restriction. Users can now enter the candidate’s full name (“firstName” or “lastName”) to return the expected results.
  • Updated the integration to support creating Bilflo addresses based on the Bullhorn “jobOrder” record instead of the “clientCorporation” record.
  • Updated the integration to support mapping Bilflo contract jobs to Bullhorn custom fields on the Placement, JobOrder, and Candidate entities.
  • Updated the integration to support various create/update triggers and termination triggers for the Bilflo jobs based on the Bullhorn placement status.
  • Updated the integration to include applicable PBIs (e.g., Regular versus 1099 Regular) whether that placement is associated with a W2 employee or a 1099 contractor if both are mapped to the same Bullhorn custom field (e.g., “payRate”).
  • Updated the integration when creating a contract job to add PBIs that were mapped and have either a pay rate or bill rate on the Bullhorn placement.
  • Fixed an issue where the client address was created as a duplicate.
  • Fixed an issue where an error was displayed during the address validation process and the client contact email generation when it was blank in Bullhorn.
• Contract Overview:
  • Fixed an issue where the contract overview page displayed incorrect expense item calculations.
  • Updated to include a custom payroll report (professional service).
• Contractors:
  • Fixed an issue where the People > Contractors page displayed an error.
  • Fixed an issue on the Contractor detail page where an error related to the Sick Time feature was displayed.
• Direct Hires:
  • Fixed an issue where the Net Terms, Fee %, and Gross Profit did not display accurately when creating a new agreement on the direct hire detail page.
• Emails:
  • Updated the contractor and client contact welcome emails to include introduction videos.
• Invoices:
  • Updated to support and display all timecard actions on the timecard attached to the PDF when enabled (e.g., Reset, Did Not Work, Opened, Saved As Draft, Submitted, Denied, Resubmitted, Approved, Unapproved, etc.) (professional service).
  • Fixed an issue on the Create Invoice page where the invoice frequency start date was incorrectly calculated when the invoice group was set to “Bi-Weekly”.
  • Fixed an issue where the Create Invoice page did not return Saturday timecard records when the date filter included a Saturday date.
  • Fixed an issue where the Contractor Name column did not display the contractor name value when the column was set up as a custom column on the invoice group.
  • Updated the Invoice Deliver page to display the invoice number.
• Logic File:
  • Fixed an issue regarding time interpretation related to specific “shiftFlag” values received from ActivateStaff (developer partner).
• PrismHR:
  • Fixed an issue where contract jobs imported from PrismHR were associated with the incorrect contractor due to the encrypted social security number.
  • Fixed an issue where the PayCode Mapping page displayed an error when the PrismHR integration was successfully connected.
• QuickBooks Desktop/Online (Accounting):
  • Fixed an issue where the invoice mapping page did not display the Direct Hire field.
  • Fixed an issue where an error was displayed when exporting an invoice that did not contain a missing column (i.e., Job Title).
• Reports:
  • Fixed an issue where the pay bill items were sorted by name instead of the sort order value.
  • Created the Transactions report based on a customer request (professional service).
  • Created a Payroll CSV report based on a customer request (professional service).
  • Updated the Pre-Bill Report based on a customer request (professional service).
  • Updated the Transactions Report based on a customer request (professional service).
  • Fixed an issue where an error occurred during the createAddress process.
  • Fixed an issue where the production dashboard metrics report displayed actual and goal values rounded to 1k instead of the precision value defined on the metric.
  • Added headers for external data source metrics.
  • Updated the Contract Overview page to display “Total Pay Hours” and “Total Bill Hours” based on the number of hours listed on the timecard if the Pay Bill Item has the “Use Quantities as Hours” attribute set to true (professional service).
  • Updated to include a Paystub Report that displays the total number of pay hours worked, the associated rates, pay bill items, and subtotals (professional service).
  • Fixed an issue where the Transactions Reports (professional service) were displaying incorrect values.
• Timecards:
  • Fixed an issue where the timecard history page did not display timecard records.
  • Fixed an issue where the approver history page did not display timecard records.
  • Updated to support and display all timecard actions on the timecard detail page after clicking “Save and Submit” (e.g., Reset, Did Not Work, Opened, Saved As Draft, Submitted, Denied, Resubmitted, Approved, Unapproved, etc.) (professional service).
  • Updated the timecards to display quarter-rounded values when a flag is set on the job (professional service).

Resolved Issues

• APIs:
  • Fixed an issue where the Bilflo API threw an error when creating a contract job without Per Diems and/or Expenses.
  • Updated the GET v1/contractors/{ContractorId} results so they return all custom field values associated with the contractor.
  • Fixed an issue where the WorkApp interpreted transactions using rates from a different job when received from ActivateStaff (developer partner).
• Authorization:
  • Fixed an issue where updating a contractor from Inactive to Active and updating the email address at the same time did not update the database authentication values correctly.
• Contract Overview:
  • Updated the slide-out modal where clicking “+Add PBI” shows the Pay Bill Item field as a typeahead field instead of a dropdown list.
  • Fixed an issue where the Contract Overview page did not load successfully due to an error with a special character.
  • Fixed an issue where the Pay Bill Items were displayed ordered by Name instead of Sort Order value.
• Integrations:
  • Fixed an issue where an authentication record was not included for some Bullhorn Candidates that were created in Bilflo.
  • Updated the Bullhorn Team Member mapping page to return values that matched the Bullhorn User’s full first name or full last name
    • “Due to system constraints within Bullhorn, searches require the full first or last name (e.g., ‘John’ or ‘Doe’). Partial searches like ‘Jo’ or ‘Do’ are not supported at this time.”
  • Updated the Bullhorn configuration page so any autocomplete features on your device do not overwrite any Bullhorn REST API details mistakenly.
  • Fixed an issue where an error was displayed when exporting invoices to QuickBooks without a Job Title included on the invoice.
  • Fixed an issue where the PrismHR Pay Code Mapping page did not display PrismHR values.
• Invoices:
  • Fixed an issue where updating the invoice group Row Grouping section did not reflect accurate values.
• Missing Approvals:
  • Fixed an issue where updating the timecard approver and then sending the Missing Approval notification did not update the last contacted value accurately until refreshing the webpage.
• Pay Bill Items:
  • Added a new PBI Attribute called “Hide On Timecard” which allows the user to select which timecard will not display the Pay Bill Item.
  • Fixed an issue where the Pay Bill Items were displayed ordered by Name instead of Type desc, Id asc.
• Timecards:
  • Fixed an issue where the Third Party Timecards did not load successfully due to a missing value in the database.
  • Fixed an issue where the timecard punch feature was displayed on timecards that did not utilize clock-in clock-out timecard entry cells (i.e. daily timecard, etc.)

Resolved Issues

• APIs:
  • Fixed an issue regarding time interpretation related to specific shiftFlag values received from ActivateStaff (developer partner).
  • Fixed an issue where an error was displayed when sending time via API.
  • Added/updated the GET /Clients/contact endpoint so it does not require the Contact ID.
• Invoices:
  • Updated the invoice PDF to support a custom timecard attached to the invoice (professional service).
  • Fixed an issue where the timecard attached to the invoice PDF did not display daily totals if the timecard has 1 date worked on it.
  • Fixed an issue where the invoice payments was not applying to all invoice lines and had an incorrect balance.
  • Fixed an issue where the database and invoice group values displayed inconsistent results.
• PrismHR:
  • Fixed an issue where the PrismHR custom field did not display the description.
  • Fixed an issue where the PrismHR import functionality did not import jobs/contractors properly due to encrypted social security numbers.
• Projects:
  • Updated the project feature on timecards to use a typeahead field to find the desired project instead of using a dropdown menu.
• Reports:
  • Fixed various issues related to the Pre-Bill Report.
• Timecards:
  • Fixed an issue where team members were unable to submit their timecards due to an error with the sick time journal.

Resolved Issues

• Contractor:
  • Fixed an error when creating a new contractor due to a missing AccountType value.
    

Resolved Issues

• APIs:
  • Fixed an issue where an error occurred when running a stored procedure to get WorkLogs by job and week ending date.
  • Fixed an issue regarding time interpretation related to specific shiftFlag values received from ActivateStaff (developer partner).
• Contractors:
  • Fixed an issue where the database and UI displayed inconsistent values.
  • The “State Filing Code” field was added to support PrismHR integration.
  • The “Gender” field was updated to support PrismHR values.
• PrismHR:
  • Updated the PrismHR custom fields
  • Fixed an issue where the PrismHR employee profile was created missing various fields of information on the Bilflo contractor profile.
  • Fixed an issue where an error occurred while syncing the Bilflo client record to create a PrismHR location record.
  • Fixed an issue where the PrismHR assignment ID was not stored in the Bilflo database after successfully creating/syncing the record via the PrismHR integration.
• Reports:
  • Fixed an issue where the Description column did not display hours accurately.
  • Various updates to the Pre-Bill Report (custom report)

Resolved Issues

• APIs:
  • Fixed an issue where the time did not populate accurately when received via API.
  • Fixed an issue where API timecards were generated with empty transactions.
• PrismHR:
  • Fixed an issue where the “Is Demo Account” flag was not displayed on the PrismHR integration configuration page.
• Worker’s Comp Codes:
  • Fixed an issue where a warning message was displayed on the Worker’s Comp Rates section.

Resolved Issues

• Bilflo API:
  • Updated custom field logic when receiving job data from ActivateStaff (developer partner).
  • Added contractor banking/tax fields to support receiving contractor data from ActivateStaff (developer partner).
  • Updated logic file when receiving time data from ActivateStaff (developer partner).
• Contract Jobs:
  • Fixed an issue where an error was displayed when terminating a contract job or deleting a timecard.

Resolved Issues

• Contract Overview:
  • Fixed an issue where the quantity/rate columns did not return any values in the dropdown menu when clicking on the header.
• Direct Hire Overview:
  • Fixed an issue where the Commissioned/Paid columns did not return any values in the dropdown menu when clicking on the header.
• Invoices:
  • Fixed an issue on the create invoice page where the search and date filters did not return direct hire invoice records.
  • Fixed an issue on the create invoice page where the description hyperlink on the direct hire records redirected the user to the homepage instead of the direct hire detail page.
• Professional Services:
  • Created a custom report to support and display transactions received from ActivateStaff (developer partner) that will be sent to PrismHR (integration partner).
  • Created a custom payroll CSV to display 2 weeks of payroll data.
• Sick Time:
  • Fixed an issue on the sick time journal where records were removed after period end dates with the same date were deleted.
• Timecards:
  • Fixed an issue where an error was displayed on the API timecard detail page.
  • Fixed an issue where the reset or delete timecard function displayed an error if it was associated with a custom report.