Resolved Issues 

• Contract Detail Page
  • Updated the approval methods for Expenses and Per Diems so only the Online option is available. Functionality in filling out expenses and per diems should not be affected.
• Meal Break
  • Fixed an issue where an error occurred when submitting a timecard where no lunch was entered on the 7th day for a timecard that does not require a meal break.
• Paid Time Off
  • Fixed an issue where no information was displayed when a contractor or team member visited the Paid Time Off page. 
• QuickBooks Online
  • Updated the Integrations page to remove the Payroll integration while we continue to make progress in development in order to prevent errors from occurring on production. 

Resolved Issues

• Contract Job
  • Fixed an issue where the word “(Pending)” was not displayed next to the approver’s name if they weren’t registered prior to creating the new contract job
  • Fixed an issue where the user was unable to override a PBI value (1099 Overtime, Custom PBIs, etc.) when that PBI had the attribute “Default Multiplier” included in the PBI Attribute page. 
• Contractors
  • Fixed an issue where the Work Status/Start Date value on the Contractor profile did not get saved properly when creating a new contractor and clicking Create. 
• Client Contacts/Approvers
  • Fixed an issue where client contacts/approvers had difficulty logging out of Bilflo. 
• Emails
  • Fixed an issue where the Missing Time Email was not received by a contractor. 
• Invoices
  • Updated the Invoice Number field to allow users to enter alphanumeric characters for invoices (i.e. 1234-ABCD). 
  • Fixed an issue where the user was able to create an invoice with an already existing invoice number.
  • Fixed an issue where the attached timecard on an invoice PDF did not include the 1099 overtime value. 
  • Fixed an issue where Payment Terms on direct hire invoices were not populated accurately when edited. 
  • Fixed an issue where an error occurred while previewing an invoice. 
  • Fixed an issue where an error was displayed on the Invoice Delivery page when a Client Name had over 50 characters. 
• PBI Attribute
  • Fixed an issue when attempting to use the “ACA Rate Percent” attribute, did not calculate the percentage of the PBI. 
  • Currently, when a PBI (like ACA Regular Time) has each of the following attributes, then it will calculate the ACA Regular Time Bill Rate at 10% of the Regular Time Bill Rate on the Contract Job page. 
    • “ACA Rate Percent” set to Yes 
      • Yes = use the default value as a percent
      • No = use the default value as a whole number)
    • “Bill Quantity Relationship” attribute set to Regular Time 
      • In this scenario, if the contractor enters 40 hours of Regular Time, then it will also calculate 40 hours of ACA Regular Time. 
    • “Default Bill Rate” relationship set to 10
      • Because ACA Rate Percent is set to Yes, then the Bill Rate for ACA Regular Time will be 10% of the Bill Rate for Regular Time. 
      • If ACA Rate Percent is set to No, then the Bill Rate for ACA Regular Time will be $10.00 on the contract job page. 
• QuickBooks Desktop
  • Fixed an issue where items in the Direct Hire Class Mapping section on the invoice mapping page did not get export custom fields successfully to QuickBooks. 
  • Fixed an issue where the Payroll Mapping Page did not populate the Bilflo fields with the QuickBooks Payroll Items List. 
• Reports
  • Fixed an issue where the user was unable to apply data filters on the Dashboard Reports. 
• RPO
  • Removed the RPO service offering from Bilflo. 
• Team Members
  • Fixed an issue where the “State Working” field was not updating properly for Salary Timecards in the Compensation section. 
• Timecards Report
  • Fixed an issue where the burden value was not displayed correctly on the Timecards page when using various burden options (Manual, Base Burden + Workers Comp, and Burden builder).

Resolved Issues 

• Approvers/Client Contact
  • Fixed an issue where an error occurred when creating a client contact. 
• Client Contract Jobs
  • Fixed an issue where the Total Hours displayed was inaccurate and did not match the Timecard Report page. 
• Contract Jobs
  • Fixed an issue where Approvers that were not yet registered did not display “(Pending)” after their name on the contract detail page.
  • Fixed an issue where adding a new Job Site Address on the contract detail page did not correctly populate or filter the State which resulted in an error on the timecard. 
  • Updated the default timecard statuses for the Salary time collection method. 
• Contract Starts
  • Fixed an issue where Total Hours displayed was inaccurate and did not match the Timecard Report page.
• Contractors
  • Fixed an issue where the Contractor Jobs section did not populate the Hours section properly with 1099 records. 
• Direct Hire
  • Fixed an issue where the Total Gross Profit amount was not affected by the Sign-on Bonus and GP Adjustment after the invoice was edited. 
• Invoices
  • Fixed an issue where the PBI Attribute “Display Name” was not being used on the invoice pages. 
  • Fixed an issue where an error was displayed when viewing a direct-hire invoice. 
  • Fixed an issue where updating the Net Terms on an invoice did not update the invoice properly. 
• QuickBooks Desktop
  • Fixed an issue where Direct Hire invoice mapping was not exporting custom fields properly. 
  • Fixed an issue where an error was displayed on the Client Mapping page. 
• QuickBooks Online
  • Updated the text on the QBO Client Mapping page. 
• Reports
  • Fixed an issue where the dashboard report was not updating properly. 
• Sick Time
  • Fixed an issue where the Available Sick Time Balance was not accurately displayed on the sick time journal. 
• Timecard Report
  • Fixed an issue where there was a duplicate PBI subtotal displayed on the timecard report page. 

Resolved Issues

• Custom Field
  • Fixed an issue where the GP Split % was updated incorrectly after creating a custom field. 
  • Fixed an issue where the user was unable to save after updating a custom field.
• Purchase Order
  • Fixed an issue where the user was not able to successfully create a Purchase Order.
• QuickBooks Desktop
  • Updated the payroll configuration to add a field called “Number of days to record Direct Hire Sign-On Bonus checks after recorded check date.”
• Table Log
  • Updated the database to track/identify when PBI Attributes are updated for troubleshooting purposes.

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: 
  • Fixed an issue where no records were displayed. 
  • Fixed an issue where Per Diem values were displayed inaccurately for third party timecards. 
• Contractors: 
  • Fixed 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: 
  • Fixed an issue where Salary line items displayed inaccurate quantities. 
  • Fixed an issue where Salary timecards were not attached to the invoice PDF. 
  • Fixed an issue where an error occurred when previewing direct hire invoices. 
  • Fixed an issue where an error occurred when creating a contract invoice with a Salary timecard. 
  • Fixed an issue where the attached timecard was not included in version 2 of the invoice PDF. 
• JobAdder: 
  • Fixed an issue where an error was displayed on the integration configuration page. 
• Purchase Orders: 
  • Fixed an issue where inactive POs weren’t displayed accurately when filtering by active/inactive. 
• QuickBooks Desktop:
  • Fixed an issue where an error occurred when exporting 1099 invoices. 
• QuickBooks Online:
  • Fixed an issue where an error occurred when attempting to export invoices that had Categories associated with the Product/Service item in QBO. 
• Reports: 
  • Fixed an issue where the Contract Summary Report displayed inaccurate information in the Total Hours and Total Contractors column. 
• Timecards: 
  • Fixed an issue where Salary timecards did not display the daily Per Diem checkboxes. 
  • Fixed an issue where Bulk timecard records were displayed multiple times on the Timecard Report page. 
  • Fixed an issue where marking “Don’t Bill Expenses to Client” updated the quantity to 0 on the timecard. 
  • Fixed an issue where an error was displayed when submitting a Salary timecard.

Resolved Issues

• Client page:
  • Fixed an issue where the search filter did not display accurate results when searching for invoice numbers.
• Client Contract Jobs page:
  • Fixed an issue where bulk time jobs were not included on the client contract jobs page.
• Company Settings:
  • Fixed an issue where the subdomain was not displayed.
• Contract Job page:
  • Fixed an issue where an error occurred when enabling expenses.
  • Fixed an issue where Default Timecard Status and Default Hours were not displayed when selecting the Salary time collection method.
• Contract Overview page:
  • Fixed an issue where not all of the PBIs were displayed on the contract overview page.
• Contractors:
  • Fixed 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:
  • Fixed an issue where the invoice adjustment did not update the split invoice amount.
• Email Settings:
  • Fixed an issue where an error was displayed on the email settings page.
• Invoicing:
  • Fixed an issue where the timecard attached to an invoice did not include the expense section.
  • Fixed an issue where the invoice pages were not using the PBI attribute “Display Name” values.
  • Fixed an issue where an error occurred when creating a new version of a direct hire invoice.
  • Fixed an issue where an error occurred while emailing an invoice.
• Reports:
  • Fixed an issue where the sales amounts on the Contract Summary Report did not match the amounts on the Contract Overview page.
  • Fixed an issue where the data on the Dashboard did not match the data in other GP reports.
• Timecards page:
  • Fixed an issue where an error was displayed when the contract job was not assigned to an invoice group.
  • Fixed an issue where the Reset Timecard function did not clear Expenses and PerDiem.
  • Fixed an issue where the View Invoice function redirected the user to the homepage instead of the invoice page.
• Outstanding Approvals page:
  • Updated the logic so approvers can view timecards when a contract job has a bill rate of “0”.

Resolved Issues

• Bulk Time Detail page:
  • Fixed 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.