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- Report pack is updated for 6.4
- BVA - per account type V2 is added.
- Based on the full budget extract
- virement + commitments
- Budget versus actuals
- Difference MBPM versus Sage budgets
MPBM changes
Features and improvements
- Updated frontend framework to Angular 6. This provides increased performance and ensures maintainability of the application in the future.
- Account mapping tool is upgraded with new features to make it easier and quicker to map between types
- Auto map tool that only maps accounts with 100% match between 6.2 and 6.3 (average auto map percentage is 80-90% of the accounts)
- Speed is significantly improved
- Solved a bug in the mapper where segments were not broken down.
- Solved bug where previous mapping was not picked up.
- Solved bug where with loading the accounts to map
- Budget year end procedure:
- procedure is updated for 6.3 and checked for budget types 2
- Added more safety changes in the script.
- SCOA version switch
- procedure is updated for 6.3
- Switching between all version 6.1,6.2 and 6.3 is possible.
- improved performance.
- Rewrote the budget to sage push
- Improved speed significantly
- Uses the same logic as the data extract
- with it the correct debit/credit logic
- Uses the virements from MPBM to push these in correctly
- IUDF and MTSF fields on the AccountExtension
- Added fields the account extension
- These will be saved automatically when creating/updating accounts
- Added display fields on accountsoverview grid and accounts detail modal
- Added loading data spinners on datagrids that were missing these
- Added return buttons on pages that were missing
- Created separate error message for all login errors that are not caused by wrong username/password so user will know when login failure is not his fault
- Improved the MPBM => Evolution implementation
- Removed the necessity to fill in the login details for the Evo Admin user
- Increased stability of this implementation
- Increased performance of this implementation
- This will mostly improve the performance of the C&R and Arrears Module
- Open changing password, whenever possible, user will not be logged out
- Virement changes
- Added functionality to only allow virements on certain accounttypes
- Added virement rules functionality
- Allowed to switch between a monthly or yearly budget validation style
- Allowed to set a maximum percentage of the budget allowed (either yearly/monthly)
- Allowed to copy virements
- Rate tariffs can now be retrieved from the server and used to create detail lines
- Sorted overview grids by code by default
- Improved information messages on several grids
- Added functionality to automatically set accounttypes on creating new accounts in MPBM
- Added functionality to all grids to toggle to the filter fields above all columns.
Bugfixes
- Fixed non-loading breakdown segments
- Fixed bug where when logging out, settings and database validation were remembered
- Fixed bug with refreshing municipal settings on new login
- Fixed bug with wrong navigation on budgeting settings
- Fixed a layout issue on small screens for the longitude/latitude fields of the SDBIP detail page
- Fixed a layout issue on the navigation page
- Fixed a bug where budgets weren't available for editing immediately upon reopening the budget
- Fixed a bug in account creation of Opening Balance
- Fixed a bug with loading default Cost segment
- Fixed a bug with the coordinates map modal
Arrears changes
Features and improvements
- Added per-service grouping and selection to the transactions available for arrangement.
- Added initial transaction date to arrangement for proper handling of Sage transactions
- By default, only customers with outstanding budget will be shown
- Show outstanding amounts in the customer transactions grid
- Added functionality to multi-select transactions to include in arrangement
- Added functionality to reverse arrangement releases
Bugfixes
- Fixed a bug where customer transactions grid wasn't refreshed after creating arrangement
- Fixed a bug on the due installments page
Contract and retention changes
Features and improvements
- Improved information on the purchase orders grid
- Added a contract costs grid
- General performance improvements
- Improved performance of the SDBIP lookup on the contracts detail page
- New feature: Allow/block transactions to closed periods
- By default transactions to closed periods will be blocked
- This can be overwritten with a setting in C&R settings
- Added info field for the use of the account filter on C&R settings
- Added functionality to link and unlink transaction to the contract
- Added a savety check on 0 amount retentions
- Added summary to invoices, cessiont ransaction and release retentions
- Added a trigger that automatically links new transactions made in Sage to a contract found via supplier and the linked accounts SDBIP
Bugfixes
- Fixed a saving contract error
- Fixed a bug where sometimes the add button on cession transactions grid would disappear
- Fixed a bug with refreshing relevant grids on linking transactions to a contract
- Fixed some general layout issues
- Fixed a bug with refreshting transaction after releasing / writing off retentions
Performance and management changes
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