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2023 - Digital Paper Flow Updates

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2023 - Digital Paper Flow Updates

 

Version 2.1.865 - 22 December 2023

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General

TPHP-2868 Expanded the Production list window and added a search bar at the login screen to filter large lists of productions easier.

TPHP-2974 Implemented a refresh button for the record list in all modules.

TPHP-1970 Users can now select multiple batch list filters in all modules.

TPHP-3532/TPHP-3241 Fixed a bug where dates were saving and displaying as -1 day if the user was in a USA time zone.

TPHP-3449 Fixed a bug where the tally count in all modules were not calculating the ALL category correctly.

TPHP-3409 Fixed a bug where a record could be assigned a duplicate identifier which prevented the record from displaying in DPF.

TPHP-3638 Fixed a bug with the Signature API connection which could result in emails being sent with missing data.

TPHP-3493 Fixed issues with page loading and not loading the correct page after undertaking an action on a record.

TPHP-3652 Fixed a bug when navigating to a module as an Approver account and it loading no records.

TPHP-2845 Added a popup a confirmation request when doing any delete action.

TPHP-2964 Made improvements to the list of tallies displayed on the dashboard and the time it takes to load.

 

Administration

New Feature: TPHP-1160 Implemented the Incoming Email Log.

  • This allows ADMIN users to see all incoming emails received by DPF.

New Feature: TPHP-3015 Implemented the Outgoing Email Log.

  • This allows ADMIN users to see all outgoing emails sent by DPF.

New Feature: TPHP-3084 Implemented the Audit Log.

  • This allows ADMIN users to check all actions undertaken on records.

These new screens are available under the Administration submenu

New Feature: TPHP-3564/TPHP-3623 Implemented Excel Import/Export functionality into the Chart of Accounts Module.

New Feature: TPHP-3244 Implemented the ability for ADMIN users to re-send Fully Approved Emails in all modules.

New Feature: TPHP-478 Implemented the ability for ADMIN users to make bulk changes to approval groups and update any existing records with the new approver.

TPHP-3277 Fixed a bug where users saved mobile number fields could become garbled text due to encryption.

TPHP-3497 Added additional audit logging to user account creation.

TPHP-3459 Standardised audit logging in all modules for Copy, Move, Modify, Delete actions.

TPHP-3657 Fixed a bug with the Audit Logs not returning records when setting the to and from date as the same value.

TPHP-2160 Fixed Typed and Drawn signatures under User Settings not generating signature files correctly.

TPHP-2926 The Company ID is now a required field on the login screen.

 

Orders

New Feature: TPHP-491 Implemented the Episode Split functionality for rental and car hire order lines.

TPHP-3370 Fixed a bug with the TAG (The Appointment Group) API not working for all order line types.

TPHP-3426 When saving a Hire/Car Line/Inventory line type - the Type description will now be correctly generated.

TPHP-3516 Fixed a bug where the Force Order Description system default could be bypassed.

TPHP-3425 Changed the system generated description for 3-day and 5-day hire/car lines to 3 Day Week and 5 Day Week in all areas of DPF and EzyPO, including the Order PDF.

TPHP-3563 Fixed a bug where DPF could add an extra chart separator to a user’s Chart Sort field when saving a PO.

TPHP-3632 Fixed a bug where users could lose access to the Original PO when a modify copy is created.

TPHP-3486 Fixed issues with the PO Input Control and Distribution Reports not generating for users.

TPHP-3582 Fixed a bug where the time would change when selecting a starting hire date.

TPHP-3608 Fixed a bug where the NEW PO EDIT Form does not automatically calculate the amounts for Hire Lines.

TPHP-2726/TPHP-2958 Fixed a bug when using Edit Supplier button in Orders bringing up the wrong vendor information or freezing.

TPHP-3034 Fixed a bug where the Hide PO Details settings were not sticking for users.

 

Invoices

TPHP-3452 Fixed a potential bug where the first approver of an invoice could not receiving any attachments in their approval email.

TPHP-2079 The 'requester' of the Invoice has now been added to the more details popup

TPHP-3502 Fixed a bug where the Hold section was not returning any records.

TPHP-2905 Fixed how PO amounts were displayed in the PO Transfer window.

TPHP-3228 Defunct Invoice OCR functionality has been removed from the frontend.

 

Expenses

TPHP-3474 Fixed a bug where Expenses could sometimes not display in the record list due to a broken record identifier.

TPHP-3496 Fixed an issue where the Eclipse to DPF transfer was attaching an empty file as the primary document to be stamped.

TPHP-3289 Fixed issues when undertaking actions and no records being loaded afterwards.

TPHP-3089 The activity log for each record will now be populated with all actions undertaken on that record.

 

Documents

TPHP-3460 Fixed a bug where Documents could sometimes not display in the record list due to a broken record identifier.

TPHP-3325 Added the ability for Admin accounts to resend approval emails via the Send Email button next to approver names.

 

Suppliers

TPHP-3479 Removed "THE" Prefix from supplier codes when creating a supplier in DPF.

TPHP-3406 Fixed a bug where suppliers were being incorrectly created with a W9 Expiry Date.

TPHP-2188 Fixed a bug where suppliers could have a blank contact added to their record.

TPHP-2908 We’ve slightly reworked the ADD and SAVE buttons in the Supplier section to make it more intuitive to add or save suppliers.

 

Timecards

New Feature: TPHP-3377 Excel Timecards Paste Ins and Exports have now been implemented to allow you to create new Timecards or Update existing Timecards with an excel paste in.

New Feature: TPHP-3273 Implemented a Decline button into the Drafts section. This allows Operators to decline Timecards back to the Employee to fix up any issues.

New Feature: TPHP-2716 Implemented multiple improvements to Timecard declines and resubmissions.

  • Added a Move to Drafts button in the Pending section.

  • Added a Move to Drafts button in the Declined section.

  • Added a Move to Approve button in the Declined section.

  • Added an Approve button in the Declined section.

New Feature: TPHP-2597 Implemented a Start Date column to all Employee Lists Lookups.

New Feature: TPHP-2691 Implemented an Internal Notes field into Timecard Entry. These notes can be printed on the timecard itself.

New Feature: TPHP-2967 Implemented a new option under User Setup called Sub-Production Filter.

  • This new setup option will limit the timecards a user can see based on the production it flows through from Freelance Portal.

  • This setup option is a list and users can be assigned multiple FP productions to have Timecard access to.

TPHP-3159 The batch list when navigating between sections will no longer be cleared (Draft, Pending, Approve, etc)

TPHP-3488 Users can now select multiple records when using the TPH Payroll function.

TPHP-3399 The Calculate Day functionality in Timecard Entry has been fixed and is now working.

TPHP-3399 Hourly rates in the Timecard Entry screen are now viewable and editable.

TPHP-3407 Activity logging has been added when a Timecard is resubmitted/replaced/added.

TPHP-3408 We’ve implemented the ability to add visual indicator to the TC if it has replaced an existing TC from resubmission.

TPHP-3249 Fixed a bug that caused the Copy Last Week's Times button to fail.

TPHP-3336 Fixed bugs with the View Payslips permissions not always working when turned on for users under User Setup or Approval Setup.

TPHP-3254 Fixed a bug where Timecards were not leaving Hold after moving to a new approver.

TPHP-3437 If a Freelance Portal Timecard is resubmitted it will now correctly replace the original timecard.

TPHP-3440 Added additional audit logging to Timecard Preview generation.

TPHP-3481 Fixed a bug where the Timecards Accounts User option would not work.

TPHP-3621 Fixed a bug where Payslip PDFs could be created without Signatures.

TPHP-3572 Fixed a bug where when a user ticks a batch list checkbox, its incorrectly sending the user back to the draft section.

TPHP-3462 Fixed a bug where the Approver edit button was not available to OP/AP accounts.

TPHP-3625 Fixed a bug where updating the Timecard batch list description could overwrite the description of an unrelated AP or PC batch in Eclipse.

Version 2.1.732 - 03 November 2023

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General

TPHP-3348 Fixed a bug where non-admin users could re-send approval emails.

TPHP-3312 Fixed a bug where the Vendor security level for newly created vendor in DPF was not respecting the default Eclipse level.

Administration

TPHP-3365 Fixed a bug with the EzyPO Setup sheet paste in and Excel Bulk Import/Export where it could remove production access for users if they had multiple productions under the one Company ID.

TPHP-3374 Fixed a bug where Accounts user types could not access any records.

TPHP-3375 Fixed a bug where User Setup was priming Timecard Accounts User View Payslip with Y.

Orders

TPHP-1135 We’ve added PO Distribution Lines to the Excel Export in the Orders module.

Invoices

TPHP-3335 We’ve added user-facing access for user to grab their personal Invoice OCR Email from the User Defaults screen. See: https://tphglobal.atlassian.net/wiki/spaces/TPHCS/pages/1771733013

Timecards

TPHP-3385 Fixed a bug where approval groups were not populating in Timecard Entry.

TPHP-3305 Fixed a bug where ADMIN accounts could not decline Timecards.

 

Version 2.1.708 - 19 October 2023

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General

TPHP-3281 Add missing information for all activity logs and standardised logging between modules.

TPHP-3247 Comments left on a record in DPF will now be included in all Approval Emails (except Orders which still a work in progress). See this guide here: https://tphglobal.atlassian.net/wiki/spaces/TPHCS/pages/1967554643.

 

Administration

TPHP-3291 The Invoice OCR Summary email now has a per user setup option to enable sending success messages on successful OCR processing. By default, the OCR Summary email is only sent on failure. See: https://tphglobal.atlassian.net/wiki/spaces/TPHCS/pages/1772126211

TPHP-3328 Fixed a bug where Block Supplier Edit option was not syncing per user between DPF and EzyPO.

TPHP-3248 Fixed a bug with Block Supplier Edit option failing to correctly block the user from edits.

 

Orders

TPHP-1243 We’ve implemented a system default to force capitalisation on Order Description and Order Cost lines. This will take effect when the Order is saved. See: https://tphglobal.atlassian.net/wiki/spaces/TPHCS/pages/1883603063/DPF+-+System+Defaults#Order-Defaults:

TPHP-3318 Fixed a bug where the Quote field in Order Entry would fail to return any quote data.

 

Invoices

TPHP-3340 Fixed a bug where fully approved and part approved Invoice emails did not show who approved in the email body.

TPHP-2905 Amounts in the PO transfer window will now display with two decimal places.

 

Version 2.1.681 - 09 October 2023

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General

TPHP-3130 When a user leaves a comment on a record, the user's full name will be included in the email if they select to send one.

 

Orders

TPHP-3286 Fixed the PO Export to Excel failing if invalid chars were in the order description.

TPHP-3014 The PO description will now display correctly on the PO image in the DPF preview window.

 

Invoices

TPHP-1372 We’ve updated the Invoice Input Approval report to include transaction lines in a distribution format, along with adding in a Comments log and PO Audit log as additional pages.

TPHP-2734 The Invoice Input Approval report will now be updated with any changes to Invoice lines made by approvers.

TPHP-3054 Changed the signature stamp for Invoices to now include the transaction number and approval type when stamping a PDF document, along with printing the colour of the PO comment in light blue. e.g. Invoice Approvals T#1267.

TPHP-2402 Removed the defunct Invoice OCR functionality when uploading an Invoice PDF from the DPF website.

TPHP-3117 Fixed a bug with the Invoice list and tax displayed per record were calculating incorrectly.

TPHP-3146 Fixed a bug where creating a new Invoice in DPF would not save the Invoice lines correctly on the initial save action.

TPHP-3279 Fixed a bug where users were not able to set the approval group.

TPHP-3282 Fixed a bug where the fully approved emails for Invoices were not sending to the account email.

 

Expenses

TPHP-2734 The Expense Input Approval reports will now be updated with any changes to Expense lines made by approvers.

TPHP-2925 The vendor name has now been added to the subject line for all Expense approval emails.

TPHP-3054 Changed the signature stamp for Expenses to now include the transaction number and approval type when stamping a PDF document, e.g. Expense Approvals T#1643.

TPHP-3257 Fixed a bug where the fully approved activity entry was being saved to the Expense comment section of the record instead of the Activity Log.

 

Timecards

TPHP-1530 Implemented functionality to allow comments to be added to timecard templates used in productions.

TPHP-3133 Implemented functionality to allow attachments from FP/DPF to be sent to TPH Payroll.

TPHP-3134 Fixed a bug where the user attachment in FP could become the primary document in DPF.

TPHP-3217 Fixed a bug with the Refresh Employees functionality not fetching all employees to populate the employee list.

TPHP-3199 Fixed a bug where payslips could become corrupted.

 

Version 2.1.648 - 25 September 2023

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Invoices

TPHP-3097 We’ve added error checking for PDF files that you email to the DPF Invoice OCR email address.

  • If you send a PDF file that the system cannot read, you will receive an email message back to your email with the filenames that failed to be opened and saved.

  • A summary email will not be sent if all files you emailed were successfully processed.

  • Example email contents:

 

Version 2.1.635 - 18 September 2023

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General

TPHP-2745 Optimise/Refactor Dashboard Calls to give a speed boost when loading the main DPF Dashboard. More improvements to come.

TPHP-3016 Fixed a bug where a a record may not approve if the last user approves via an email reply.

 

Administration

TPHP-3038 Added a new user status to User Setup to differentiate between a user requiring an invite, and the user requiring a password reset.

TPHP-2884 Fixed the Excel Import and EzyPO Import paste ins in User Setup not clearing invalid characters which broke the import.

TPHP-3193 Fixed the Excel Import and EzyPO Import paste ins in User Setup creating usernames with a mix of lowercase and uppercase characters which was breaking approvals.

TPHP-3046 Fixed a bug in User Setup, where if a user has a duplicate CC Email set the Invite email fails to send.

 

Orders

TPHP-2945 The Regenerate button in Orders will now correctly re-create the PO PDF and the PO Image Preview for the user. This brings it in line to the Regenerate buttons in the other modules.

  • Use this button to fix broken PO PDFs (missing signatures, etc)

 

TPHP-2738 We’ve added the ability to set a PO Template per company for one production in DPF.

  • This allows multiple companies in DPF to have different PO Images displayed to the user. e.g. Company 1 can be the default blue colour background, and Company 2 can be in light red. This will help users between different company POs in DPF.

  • This functionality has to be setup by TPH Staff. https://tphglobal.atlassian.net/wiki/spaces/TPHT/pages/1952120837

TPHP-3100 Fixed a bug where the Supplier Email Required system default was not being respected by the frontend when enabled.

 

Invoices

TPHP-2922 We’ve implemented a dropdown box in DPF System Defaults to choose the default approval group for Invoices when creating a new Invoice in DPF. This links to the same system default in Eclipse here: https://tphglobal.atlassian.net/wiki/spaces/TPHCS/pages/1790705710

 

TPHP-3083 Fixed a bug where the Invoice Hold checkbox was not saving correctly.

TPHP-3157 Fixed a bug where DPF would keep calling the same record ID. This resulted in the same Invoice being returned to the user even though they selected a different Invoice.

TPHP-3088 Fixed a bug where these three symbols (, / and \) would break the signature stamping on PDFs.

TPHP-3087 Fixed a bug where the PO Matching Stamp would not populate the PDF: System Setup To Stamp Invoice With PO Matching Details

 

 

Expenses

TPHP-3036 / TPHP-3037 An additional system generated report has been added to the Expenses Module with distribution line formatting, similar to the Invoices section.

  • Users can change the production default between the PC Form vs Input Control report layout in the System Defaults section using an ADMIN account.

  • See: Set default Expense report type

 

TPHP-3032 Fixed a bug where manually approving an Expense via the Approve Expense button in DPF sends out duplicate approval emails.

 

 

Documents

TPHP-3033 Fixed a bug where manually approving a Document via the Approve button in DPF sends out duplicate approval emails.

 

 

Timecards

TPHP-2923 We’ve added a new System Default to only generate the payslip for the Timecard once it has been fully approved.

  • If this setting is enabled, Payroll will not receive any Timecard information until the Timecard has been fully approved. This also blocks the Export to TPH button which manually sends the payslips.

  • If this setting is disabled (default), Payslips will be generated after being sent for approval.

 

TPHP-2966 We’ve added the ability for users to see all Approved timecards, even if they did not send the timecard for approval or they haven’t approved the timecard.

  • This setting can be enabled on a per user basis under User Setup by ticking the Full Timecard Approved Access checkbox.

 

 

TPHP-2967 We’ve added the ability for users filter Timecards for multiple productions timecards in the one DPF database. The production filter can be enabled on a per user basis under User Setup via the Sub-Production Filter dropdown list.

 

TPHP-1511 We’ve added the ability to allow users to see Payslips in DPF. This can be enabled on a per user basis under User Setup by ticking the Timecard Accounts User View Payslips checkbox.

  • By default, the payslip is hidden in DPF for all users except ADMIN accounts.

 

TPHP-2231 Added additional details to the text body of Timecard decline emails, including a link to a guide on how to re-submit timecards.

TPHP-2928 Added additional details to the text body of the Timecard approval emails.

TPHP-3013 We’ve added Audit Logging and regeneration of the Timecard PDF on the Clear Employee button.

TPHP-1530 Implemented backend changes to allow DPF Comments to be added to Timecard PDFs.

TPHP-2661 Fixed a bug where Duplicate failed/success messages displayed to the user when clicking the Modify Timecard button.

TPHP-2946 Fixed a bug where an invalid names using / and \ on timecards imported from Freelance Portal would break the PDF timecard from being generated.

TPHP-3056 Fixed a bug where Approval emails were failing to be sent or be received.

TPHP-1409 Fixed a bug where numerous Exceptions would be recorded in the Exceptions header on the right hand sidebar.

TPHP-3161 Fixed a bug where a Timecard could not be retrieved due to a GUID character limit.

TPHP-3106 Fixed a bug where DPF was not sending meal breaks to Payroll.

TPHP-3069 Fixed a bug where DPF Timecards were not sending the correct approval status to Payroll.

 

Version 2.1.537 - 1 August 2023

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General

TPHP-2693 All modules will now limit the primary document allocation to PDF files only.

TPHP-2688 All modules have now had the system generated approval comments moved to the Activity Log and out of the Comments area.

 

Administration

TPHP-2509 We’ve added the Add Force Valid Chart Codes to System Defaults for automatic user priming when creating a new user.

TPHP-2833 Fixed a bug where a corrupt signature could be generated by the user.

TPHP-2790 Fixed issues with the EzyPO User Paste in form and an invalid header creating bad data.

 

Orders

TPHP-2471 Fixed the ‘please email invoice to’ field missing from the PO Image Header.

TPHP-2777 Fixed a bug where you could not download a fully approved PO PDF from the sidebar.

TPHP-2775 Fixed a bug where the Supplier Lookup was not populating Petty Cash vendors.

 

Invoices

TPHP-2771 Fixed a bug where OCR Invoices that were using the invoice email were not automatically assigning a primary document.

 

Expenses

TPHP-2787 Fixed a bug where a user could not save a petty cash fuel entry in DPF.

TPHP-2831 Fixed a bug where the expense attachment list could contain invalid attachments.

 

Timecards

TPHP-2667 Fixed a bug where the Freelance Portal timecard being sent to DPF was not taking into account the Non-Deductible checks when calculating the Total Meal Break.

 

Suppliers

TPHP-2746 Fixed a bug where the default vendor security levels for newly created vendors did not match ezypo or Eclipse defaults.

 

Version 2.1.518 - 19 July 2023

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General

TPHP-2686 Added validation to Expenses, Invoices, Documents to force a user to allocate a primary document on send for approval. Users will now be forced to have a valid primary document before sending for approval in DPF. This is to ensure that there is a valid document for the system to signature stamp.

TPHP-2686 When sending an Expense, Invoice or Document for approval the system will automatically assign a primary document if none was chosen by the user. This excludes system generated reports which are not selectable as primary documents for signature stamping.

TPHP-493 We've added new functionality to allow ownership transfer functions for multiple and individual records. This is useful for transferring records between crew members when they leave. You can see the guide on how to do this here: DPF Admin - Record Transfer

TPHP-2627 We’ve removed forced capitalisation in all text fields across all modules.

TPHP-2605 / TPHP-2608 Users will now be redirected to the DPF Dashboard when opening DPF in a new browser tab.

TPHP-2644 Optimised the Recent Activity and Transaction History requests to decrease the time it takes to load the DPF Dashboard.

TPHP-2276 Added validation to prevent ADMIN accounts from deleting the default company.

 

Administration

TPHP-2501 Added the Force valid chart codes checkbox which was missing for approver accounts.

TPHP-2508 Fixed a bug with the Allow Bank Details checkbox not saving for a user.

TPHP-2016 Implemented functionality to Insert new users via the EzyPO Setup Excel Sheet: https://tphglobal.atlassian.net/wiki/spaces/TPHT/pages/1926430722.

 

Orders

TPHP-2129 You can now draft POs by importing the Excel PO Import Template, just like EzyPO. See: Draft a PO in Excel / Import a PO.

TPHP-862 Users are now blocked from editing any team orders unless the edit team orders checkbox is enabled in their User Setup.

TPHP-2291 Implemented the Download Copy button in the right hand sidebar to download a copy of the PO PDF.

TPHP-2291 Implemented the Regenerate button in the right hand sidebar to refresh a copy of the PO Image displayed in DPF.

TPHP-2334 Fixed the PO Image preview in DPF showing the Production Name instead of the Company Name.

TPHP-2473 Fixed a frontend crash when trying to add a new PO line (went to a blank page).

TPHP-2507 Fixed a bug when pressing cancel after editing a record, sending back to page 1, record 1.

 

Invoices

TPHP-2723 Fixed issues with OCR Invoice emails not reading and loading the email into DPF and Eclipse.

TPHP-2750 Fixed a bug where the PO Matching flag would clear resulting in the Invoice skipping approvers.

TPHP-2607 Fixed numerous issues where an Invoice could fail to be signature stamped.

TPHP-2607 Fixed primary document positions in Invoice PDF Preview not displaying as the first attachment.

TPHP-2662 Fixed a bug when drafting a new Invoice in DPF and it not automatically assigning a primary document.

TPHP-2751 Fixed a bug where if a user did not enter in a Pay Date it would input an invalid date automatically.

 

Expenses

TPHP-2292 Fixed a bug where the Download Copy button would not work correctly.

TPHP-2376 Fixed issues with team toggle not populating any Expense records.

TPHP-2613 Fixed a bug after sending an Expense for approval and the system loading a blank expense list.

TPHP-2589 Fixed a bug where a fully approved Expense would show a current approver when there was none, as the record was fully approved.

 

Documents

TPHP-1220 Fixed document descriptions always forcing capitals.

TPHP-2218 Added document descriptions to the subject line for approval and fully approved emails.

TPHP-2277 Fixed issues with the Team toggle and document records not displaying correctly.

TPHP-2292 Fixed a bug where the Download Copy button was not working correctly.