Resolved Issues
- Contract Jobs
- Fixed an issue where an unexpected popup error occurred when saving.
- Contract Overview Page
- Fixed an issue where Direct Labor was being miscalculated for 1099 transactions.
- Updated the Contract Overview page (as well as the CSV download) to display blank cells where the value is zero.
- Invoices
- Fixed an issue where previewing an invoice with a salary timecard produced an error.
- Fixed an issue where the font is different if the contract job is associated with a PO number
- Updated the invoices to use the logic applied on the PBI attribute, “Order By.”
- QuickBooks Desktop
- Fixed an issue where an error would occur when exporting a Direct Hire Sign-On Bonus to QuickBooks.
- Reports
- Updated the Contract Summary Report to increase speed and performance.
- Updated the detail reports to display and include records where the values were equal to zero.
- Sick Time
- Updated the Sick Time Journal logic to create various records at specific events.
- Timecards
- Fixed an issue where an error occurred when attempting to save and submit a timecard with vacation time.
- Removed the meal break requirement for Virginia timecards in order to be in compliance with employment law.
Resolved Issues
- Contract Overview page:
- Fixes an issue where no records were displayed.
- Fixes an issue where Per Diem values were displayed inaccurately for third party timecards.
- Contractors:
- Fixes an issue where the Jobs section on the contractor profile displayed the pay rate for a contract job at the time when it was first created.
- Invoices:
- Fixes an issue where Salary line items displayed inaccurate quantities.
- Fixes an issue where Salary timecards were not attached to the invoice PDF.
- Fixes an issue where an error occurred when previewing direct hire invoices.
- Fixes an issue where an error occurred when creating a contract invoice with a Salary timecard.
- Fixes an issue where the attached timecard was not included in version 2 of the invoice PDF.
- JobAdder:
- Fixes an issue where an error was displayed on the integration configuration page.
- Purchase Orders:
- Fixes an issue where inactive POs weren’t displayed accurately when filtering by active/inactive.
- QuickBooks Desktop:
- Fixes an issue where an error occurred when exporting 1099 invoices.
- QuickBooks Online:
- Fixes an issue where an error occurred when attempting to export invoices that had Categories associated with the Product/Service item in QBO.
- Reports:
- Fixes an issue where the Contract Summary Report displayed inaccurate information in the Total Hours and Total Contractors column.
- Timecards:
- Fixes an issue where Salary timecards did not display the daily Per Diem checkboxes.
- Fixes an issue where Bulk timecard records were displayed multiple times on the Timecard Report page.
- Fixes an issue where marking “Don’t Bill Expenses to Client” updated the quantity to 0 on the timecard.
- Fixes an issue where an error was displayed when submitting a Salary timecard.
Resolved Issues
- Client page:
- Fixes an issue where the search filter did not display accurate results when searching for invoice numbers.
- Client Contract Jobs page:
- Fixes an issue where bulk time jobs were not included on the client contract jobs page.
- Company Settings:
- Fixes an issue where the subdomain was not displayed.
- Contract Job page:
- Fixes an issue where an error occurred when enabling expenses.
- Fixes an issue where Default Timecard Status and Default Hours were not displayed when selecting the Salary time collection method.
- Contract Overview page:
- Fixes an issue where not all of the PBIs were displayed on the contract overview page.
- Contractors:
- Fixes an issue where creating a new 1099 contractor and clicking “Save and Create Job” would not set up the new contract job properly.
- Direct Hire Job page:
- Fixes an issue where the invoice adjustment did not update the split invoice amount.
- Email Settings:
- Fixes an issue where an error was displayed on the email settings page.
- Invoicing:
- Fixes an issue where the timecard attached to an invoice did not include the expense section.
- Fixes an issue where the invoice pages were not using the PBI attribute “Display Name” values.
- Fixes an issue where an error occurred when creating a new version of a direct hire invoice.
- Fixes an issue where an error occurred while emailing an invoice.
- Reports:
- Fixes an issue where the sales amounts on the Contract Summary Report did not match the amounts on the Contract Overview page.
- Fixes an issue where the data on the Dashboard did not match the data in other GP reports.
- Timecards page:
- Fixes an issue where an error was displayed when the contract job was not assigned to an invoice group.
- Fixes an issue where the Reset Timecard function did not clear Expenses and PerDiem.
- Fixes an issue where the View Invoice function redirected the user to the homepage instead of the invoice page.
- Outstanding Approvals page:
- Updated logic so approvers can view timecards when a contract job has a bill rate of “0”.
Resolved Issues
- Bulk Time Detail page:
- Fixes an issue where the bulk time detail page wouldn’t load successfully when 1099 contractors were included.
version 2.0.21
New Feature
Custom Pay Bill Items:
Here is a quick overview of Bilflo 2.0 – https://www.loom.com/share/8fa504f6b2af4afa81af73c9ed699b99
Users with permission to access the Settings page in Bilflo can now add custom pay/bill items (PBIs) to a contract job, invoice, etc. See below for how you can utilize this feature in various areas of the application.
- Setting up a Custom Pay Bill Item (PBI):
- You can view and create any active/inactive Pay Bill Items (PBIs) on the Settings > Pay Bill Items page.
- If you’d like to edit any PBIs, you can click on the name and add or remove any attributes.
- If you’d like to add a new custom PBI, you can click on +Add Custom Pay Bill Item.
- +Add Custom Pay Bill Item
- On this page, you can add any attributes to this new custom PBI by clicking +Add Attribute to define how you’d like this custom PBI to interact with other areas of Bilflo.
- PBI Attributes
- Attributes (e.g. “Map To Payroll”, “Can Use In Contract Job”, “Default Bill Rate”, “Default Bill Quantity”, etc.) will define how the custom PBI will interact with the rest of the data within Bilflo.
- Contract Job page (new and/or existing jobs)
- In the Time and Pay section, you can click Select New Item to add any system or custom PBIs. Then you can define the Pay/Cost Rate and Bill Rate in the corresponding cells.
- Bulk Time / Third Party Timecards
- Contract Jobs with Third Party time collection method selected should have Custom PBIs displayed on the timecard detail page.
- Contract Jobs with Bulk Time collection method selected should have Custom PBIs displayed on the bulk time detail page.
- Contract Overview page (slideout modal)
- From the Contract Overview page, when you select a record and open the slideout modal, you can override the Quantities, Pay Rates, and Bill Rates of system PBIs (Regular, Overtime, Double Time, Sick Time, or Vacation Time) or Custom Pay Bill Items (“Incentive Bonus”, “Mileage Expense PBI”, etc.)
- Split Quantities
- When you click on the Split Quantities link, you can define the quantity for that PBI. This can be used if you want the Pay Quantity to differ from the Bill Quantity for any reason.
- Be sure to click Save after editing anything in the slideout modal.
- Invoice Detail page (Add Line Item)
- From the Invoice History page, when you view an invoice, you can click on the line item to edit any apsects of the line item (i.e. quantity, rate, description, etc.) or you can click +Add Line Item to add a system PBI or custom PBI as well as define the description, bill quantity/rate, etc.
- If you edit or add a new line item, be sure to click Save as a New Version so the PDF invoice gets updated properly with the updated information.
New Feature
- Meal Breaks:
- Removed meal break requirements for contract jobs in Massachusetts in order to be in compliance with employment law.
Resolved Issues
- Contractors:
- Fixes an issue where the Contractors table did not load/display properly when scrolling to the bottom of the list.
- Emails:
- Fixes an issue where “null” records were displayed when attempting to add a contractor on the New Email page (People >> Contractors >> select contractor records >> click Actions >> select “Email selected)
- Fixes an issue where the Scheduled Emails page was not loading properly due to an error.
- Team Member Goals:
- Fixes an issue where the goal was not working properly for a calculated metric
Resolved Issues
- Contractors:
- Updated the Contractors page so the dropdown arrows now include the option to delete the contractor record (as long as there are no active contract jobs associated with that record).
- Custom Field:
- Fixes an issue where certain values on the custom fields would cause the contract job page to display an error message.
- Expenses:
- Fixes an issue where users could not mark expense items on the Global Lists page as inactive.
- Timecards:
- Fixes an issue where 1099 Daily timecards that were attached to invoices were not displaying overtime values if they were present on the timecard.
- QuickBooks Online:
- Fixes an issue where the Invoice Mapping page and Client Mapping page were incorrectly displayed and causing an error when attempting to export.
New Features
- Timecards:
- 1099 Contractors can now utilize Detailed Clock-in Clock-out timecards on a contract job.
- Meal Breaks:
- Removed meal break requirements for contract jobs in Kentucky in order to be in compliance with employment law.
- Removed Meal break requirements for contract jobs in Pennsylvania in order to be in compliance with employment law.
- Miscellaneous:
- Updated the text box when opening a terminated contract job.
- Updated the save buttons on the Contractor profile page as well as the Team Member profile page.