Financials
Bug
[FIN-11] - Align footer totals with grid columns in the General Journal screen
[FIN-261] - Legacy Integration OFF: Generate Periods button should be available
[FIN-344] - Console error after opening Recap screen from Audit Adjustment
[FIN-347] - Start and End Dates changes after Saving FY record
[FIN-390] - GL Batch Posting gets slow with 64K records
[FIN-399] - Error Clicking Generating Row when New Row Designer is created from Blank screen
[FIN-401] - Console Error when opening Financial Report viewer
[FIN-423] - Search - 404 error shown when Export > Excel is clicked
[FIN-446] - Close FY - previous year, legacy integration=Off
[FIN-454] - General Journal Entry "saving" "Invalid" accounts.
[FIN-468] - component of formula positioned after the formula row (total calculation row)
[FIN-490] - Add default currency to Reccuring Journal screen
[FIN-491] - Save message is not prompting when user navigate to next account
[FIN-495] - Incorrect journal type of duplicated journals
[FIN-498] - Save message is missing when trying to close the screen with unsaved changes
[FIN-515] - Close Fiscal Year - print Trial Balance Standard with Date=FY that was closed
[FIN-588] - Advance Filter - does not show the configured row after closing advance filter accounts
[FIN-596] - FRD Print Preview - Row ID is not shown on all rows
[FIN-597] - Blank currency on created Recurring Journal
[FIN-598] - GL Transaction Detail: Add message when driling down mix transaction
[FIN-599] - Console error when changing date range and there is no current FY set
[FIN-600] - Remove "d" from Unabled
[FIN-604] - Do not allow moving of accounts under specfic groups
[FIN-605] - Console error when committing account adjustment with Delete action
[FIN-606] - Incorrect icon on message if Reallocation Name is not selected
[FIN-608] - Could not print Trial Balance report created in FRD
[FIN-609] - Generate FRD report with Budget Name specified in the Report Settings
[FIN-610] - Change icon on message when posting out of balance
[FIN-611] - GL Account Detail: Total is missing
[FIN-612] - Move Posted column between Credit Units and Reference column
[FIN-613] - Column Designer - Caption fields are Fiscal Start and Fiscal End
[FIN-615] - Row Designer - double-underscore row followed by other rows shows one solid line
[FIN-618] - Filter Accounts - Account Types shown when Account=Group
[FIN-621] - Row Designer - Calculation, Hidden and Cash Flow Activity rows not allowed to be switched
[FIN-628] - Import GL from CSV - Show invalid accounts on description
[FIN-632] - Credit/Debit units shown in Recap should be the values displayed on GL Account Detail
[FIN-633] - Change icon on Batch Posting message
[FIN-634] - Budget import - Change icon on messages
[FIN-635] - Report Header and Footer - Header Name field caption
[FIN-636] - Message needs to be modified
[FIN-643] - Deleting Account in Account Adjustment does not update glactmst
[FIN-647] - Remove max button from Units Maintenance screen
[FIN-648] - Error prompting when saving Units Maintenance
[FIN-654] - Fiscal Year - should autofill based on the Start Date input
[FIN-655] - Do not allow selecting all records from the grid
[FIN-656] - Incorrect icon on message when deleting used segment accounts
[FIN-657] - Incorrect icon on message when building accounts with incomplete segments
[FIN-660] - AG DEMO - Unable to close 2008 year because of unposted transactions
[FIN-664] - Enable FY toolbars and fields to enter new FY record
[FIN-665] - Console error when opening Build Account screen
[FIN-666] - Last Year to Date in Column Designer is not working
[FIN-669] - Duplicate FY is allowed
[FIN-670] - Change icon on message that prompts when opening Recap with an empty transactiion
[FIN-675] - rows and columns used in Report builder
[FIN-677] - Last Fiscal Year filter not working on Balance Sheet
[FIN-679] - Search Export to Excel
[FIN-680] - Screens out of alignment on recurring enteries in GL
[FIN-681] - Load Reminder List screen at the time of login if “Show Reminder List on Startup” option is checked
[FIN-683] - Account Adjustment: Error on Save
[FIN-684] - Account Template: Console error on Close
[FIN-685] - Drill Down to Acu (actual transaction) not working (use i21 demo AG company)
[FIN-686] - Console error when opening GL Account Detail screen
[FIN-687] - Incorrect journal type for reversal journal
[FIN-688] - Account Group and Type are not imported
[FIN-702] - Should not validate unit accounting during posting
[FIN-703] - Do not allow moving of accounts under specfic groups 2
[FIN-705] - Obj ref when importing budget
[FIN-706] - Import from csv is not importing the doc date column
[FIN-707] - Change screen name to Clone Account
[FIN-708] - Clone Account: Modify message when selected source and target segment exceeded
[FIN-709] - FRD - Filter Type Custom does not work when year is closed
[FIN-710] - FRD - Previous Fiscal Year To Date Filter Type not calculating correctly
[FIN-711] - FRD - Next Fiscal Y-T-D is not calculting correctly
[FIN-715] - FRD - Filter type "This Month" is not calculating correctly
[FIN-717] - Default Data: Account Group
[FIN-718] - populate strCode when posting
[FIN-720] - Accounts are not all displaying
[FIN-721] - set strAccountUsed length to MAX
[FIN-723] - Recurring Journal: Doc Date is empty if accounts came from Reallocation
[FIN-724] - Duplicate GJ is locked
[FIN-725] - Clone Account: Remove Select All button
[FIN-726] - Console error when committing Clone Account
[FIN-727] - Transactions are not displaying properly when selecting specific period
[FIN-729] - i21 is unresponsive after generating rows and inserting a row
[FIN-732] - Recurring Journal does not appear in Reminder List when beg/end date are the same
[FIN-733] - Remove 's' from requires
[FIN-734] - Blank message and console error prompts when importing Primary Account Template
[FIN-735] - 'Import Primary Accounts' screen name is used in 2 different screens
[FIN-736] - Message for importing with invalid accounts is not prompting
[FIN-741] - Incorrect number of opened record is displayed
[FIN-742] - Import Origin COA Setup does not import UOM
[FIN-743] - Add 'Historical' on definition
[FIN-744] - Console error prompts after importing historical journals
[FIN-747] - Reminder List should not be shown for Installer user
[FIN-748] - Console error prompts when filtering records from search screens
[FIN-754] - AP drill down detail is empty
[FIN-762] - Incorrect Opening Balance is displayed
[FIN-763] - Incorrect To and From dates for Last Week date range
[FIN-764] - Current Quarter is shown when Last Quarter is selected
[FIN-766] - Data imported are deleted in the tblGLAccountSegmentMapping
[FIN-770] - Console error prompts after clicking Batch Posting > Transaction Type combo box button
[FIN-771] - Issues on reversal journals
[FIN-772] - Incorrect from and to dates for Previous Month date range
[FIN-773] - Incorrect user for duplicate transactions
[FIN-774] - Recap and Batch posting detail is empty
[FIN-775] - Console error on GJ duplicate
[FIN-776] - Posting Detail is shown when unposting GJ with no error
[FIN-777] - Modify description when accounting period is closed/missing
[FIN-778] - Console error when closing Batch Posting screen
[FIN-779] - Incorrect number of records
[FIN-780] - Posted transaction should be removed after Batch Posting detail is closed
[FIN-781] - Error running the historical data import
[FIN-782] - Posting error on GJ
[FIN-784] - GL Import Log is not shown after importing gl from subledger
[FIN-785] - Drill Down is not opening the correct Origin screen.
[FIN-786] - Still can post even if option "Allow User to only post transaction they created" is checked
[FIN-787] - Record No should start with 1
[FIN-789] - Stop the import when there is invalid date field in the glhstmst
[FIN-791] - Period name is incorrect
[FIN-794] - Reversal Journal is not displayed after posting the original GJ with reverse date
[FIN-795] - Cannot print FRD Report - missing Dexev dll
[FIN-796] - Screens where Record No is still not used
[FIN-800] - Fiscal Year - error closing FY
[FIN-802] - Default user name to the user that is currently logged in
[FIN-805] - Enable Generate button
[FIN-806] - COA Adjustment: "Committed" is misspelled
[FIN-807] - Deleting account ids under Cash Accounts, Receivables, Undeposited Funds, Credit Card and Payables is allowed
[FIN-808] - GL: Search screen opens even if there is no record
[FIN-810] - Console error when opening Batch Posting
[FIN-813] - Golden City 'TE'. Error Getting query result. Cannot open trial balance "QC134BD"
[FIN-814] - Golden City Grain - converted history April-Aug 2013 okay, but not April-Sept
[FIN-817] - Console error when creating new Recurring Journal record
[FIN-818] - Error prompts when importing historical journals
[FIN-822] - Close Fiscal Year - Retained Earnings has Debit and Credit Units
[FIN-823] - Close FY where there is Audit Adjustment
[FIN-825] - SP to import origin history does not support fiscal year setup
[FIN-826] - Batch Posting: Change sorting default of transaction if By Record ID post criteria is selected
[FIN-828] - You cannot unpost message prompts when closing FY
[FIN-832] - FRD - Filter Date issue
[FIN-833] - Total Debit and Credit Units do not show with 3 decimals
[FIN-835] - Duplicate a GJ and the Doc Date holds original date
[FIN-839] - Message prompts when posting duplicated record
[FIN-843] - Import from GL Historical SP conversion button set error message
[FIN-845] - Trial Balance as of date does not have the same balance when between is used
[FIN-846] - Error on Batch Posting- HTTP Error 414. The request URL is too long.
[FIN-848] - Close Fiscal Year - Recap Transaction screen is blank
[FIN-858] - Transaction that is failed to post is displayed
[FIN-859] - Batch posting detail issues
[FIN-862] - Import GL from CSV error "0 Transaction Imported' but it does import
[FIN-864] - CLONE - SQL SERVER COLLATION ISSUE
[FIN-866] - Trial Balance's Total Debit and Credit does not balance
[FIN-867] - Import Segment does not work
Improvement
[FIN-199] - Add "Add Primary Accounts" button
[FIN-280] - unclear all on Chart of Accounts
[FIN-282] - Fields and labels shouldn't be cut off if web font size is changed
[FIN-289] - Import chart of accounts structure from legacy
[FIN-295] - We need to be able to import "natural accounts" - Primary Accounts
[FIN-296] - GL import Segments
[FIN-297] - Import chart of accounts
[FIN-311] - Add validation if Currency is missing
[FIN-312] - Creating fiscal calandars ease of use
[FIN-320] - Allow drilling down of transaction after a batch post
[FIN-336] - Unposting of transactions
[FIN-368] - Filter Accounts - Add ability to filter Primary and Segments
[FIN-374] - Check Box on Batch Posting | Detail
[FIN-573] - Improvement on Trial Balance slow output
[FIN-601] - Units Maintenance: Add message when deleting multiple rows
[FIN-602] - Renaming an account that is already used is allowed
[FIN-603] - IDs and Groups are duplicated
[FIN-616] - Advance Filter - does not show Cash Flow Activity row
[FIN-625] - chart of accounts import program for new installs
[FIN-639] - Added description when Importing Original Segment (Segment type)
[FIN-644] - Changed a chart of account from active to inactive, did not update glactmst
[FIN-645] - If Unit Accounting is blank in ALL of Chart of accounts = disable Debit/Credit Unit
[FIN-661] - Recurring Journal - unable to choose a month end date.
[FIN-689] - Add Import button on Segment Account screen
[FIN-696] - Console error prompts when removing the keyword entered to filter transaction
[FIN-697] - Date Range change to Custom after tabbing out from Date filter field
[FIN-698] - Filter options were ovelapping
[FIN-699] - Cannot drill down posted Recurring ang Imported journals via batch posting details
[FIN-700] - Incorrect icon for a successful budget import
[FIN-731] - Stored Procedure to import origin COA (add unit of measure, active and system field)
[FIN-760] - Build Accounts: Message needs modification
[FIN-788] - Change label of Transactin ID
[FIN-790] - Optimize this store procedure: usp_GLImportOriginHistoricalJournal_134
[FIN-797] - Audit Adjustment Posting to SP
[FIN-798] - Add description for Import UOM from Origin
[FIN-820] - Change caption on GL Account Adj screen
[FIN-837] - Modify table for Report Group implementation
[FIN-850] - Trial Balance for Federated took 30 minutes to print
[FIN-861] - Imported Historical GL cannot be batch posted.
Legacy Requirement
[FIN-456] - Report Designer should allow printing of multiple segments
[FIN-662] - Recurring Journal - Add Reversal Date
[FIN-663] - Recurring Journal - Add Reallocation table
[FIN-714] - FRD - unable to choose period range in Report Settings
New Feature
[FIN-30] - Build Account easily (a.k.a Clone account)
[FIN-52] - General Journal import from Generic CSV
[FIN-60] - Export Primary Accounts
[FIN-385] - Data import from legacy general ledger to i21
[FIN-457] - FRD - Column Designer include Segment as a column option
[FIN-658] - Repowell chart of account requirements
[FIN-690] - Import of unit definition from origin to i21
Task
[FIN-135] - GL Integration Map
[FIN-649] - Rename and Organize SP names
[FIN-673] - Change message when drilling down deleted transaction
[FIN-676] - Add a user friendly message when drilling down recurring journal that is already deleted
[FIN-682] - Add "Account Clone" on GL Maintenance menu
[FIN-712] - FRD - Need to add "Last Year Month" as a Filter Type
[FIN-737] - Implement on GL Transactions
[FIN-750] - update intConcurrencyId (webApi/sencha)
[FIN-756] - Clean-Up SP
[FIN-783] - Store for getting the Accounts cannot be filter by account group.
[FIN-821] - add intJournalLineNo column and modify Summary Computation
[FIN-838] - Data fix that wil repopulate data in the intJournalLineNo column to make to make FIN 785 work
[FIN-841] - Remove glhst_period on updating header ID comparison
[FIN-844] - Modify Importing of Historical Journal
[FIN-849] - Create new Web API for Origin DrillDown by GL Detail ID
[FIN-852] - Added ExchangeRate and Currency
[FIN-856] - Added default field
Sub-task
[FIN-71] - Spec out Account Clone
Cash Management
Bug
[CM-58] - Banks - issues on saving and closing
[CM-59] - Banks - Save
[CM-60] - Bank Accounts, Bank Deposit - Status Indicator - Ready
[CM-61] - Bank Accounts - Bank Name combo box filter overlap
[CM-62] - Currency not defaulted to what was setup on Company Pref
[CM-63] - Bank Accounts - open Bank record
[CM-64] - Bank Accounts - no checkbook value
[CM-65] - Bank Accounts - create checks
[CM-68] - Banks - tabbing
[CM-69] - Bank Accounts - tabbing
[CM-70] - MICR Setup - field label and Routing Number not automatically filled in
[CM-71] - MICR Setup - incorrect Check Position and Spaces inline with Check No options
[CM-72] - MICR setup - digit on Spaces field transfers the value on Leading/Trailing field that follows it
[CM-73] - Console error - open Bank Reconciliation from Bank Account
[CM-74] - Checkbook instead of Bank Account captio, Account No column header and filter symbol overlap
[CM-75] - Bank Account default currency should be what's on the Company Pref
[CM-76] - Consistency of some fields between Bank and Bank Account
[CM-78] - Bank doesn't appear on Bank Account (bank dropdown) if the screen is not restarted
[CM-80] - Bank Deposit - Add button on grid
[CM-81] - error opening existing bank deposit
[CM-82] - No existing bank deposit record
[CM-91] - Bank Transaction - details not shown
[CM-92] - Could not close Bank Accounts when changes is made or on new record
[CM-93] - Payor not shown in Bank Account Register
[CM-94] - inconsistent Check No label
[CM-95] - Transaction Type - inconsistent label
[CM-96] - Bank Accounts - Checkbook is filled in but not valid - entered value is existing
[CM-97] - Bank Deposit - New line item - GL Account showing #Invalid#
[CM-98] - Bank Deposit - open Recap Transaction > Credit, Debit Units & Credit Units column not shown
[CM-99] - Bank Deposit Recap - rename Transaction ID to Record No
[CM-100] - Bank Account Register - field label
[CM-102] - Banks - Error in Saving
[CM-103] - Screen should close after deleting if there is only 1 record open
[CM-104] - Cancel button is missing in save message
[CM-105] - Banks - Save message is missing
[CM-106] - Banks - Status bar indicator 'Saved' is not following the standard font color
[CM-107] - Banks - Save message prompts when clicking Undo button
[CM-108] - Bank Accounts - Error in Saving
[CM-109] - Bank Accounts - Status bar indicator 'Saved' is not following the standard font color
[CM-110] - Bank Accounts - save message prompts when clicking Undo button
[CM-111] - Bank Accounts - Clicking Yes in save message should close the screen
[CM-112] - Save on Bank Deposit
[CM-113] - Enter the beginning balance for the first cash reconciliation
[CM-114] - Bank Deposit - recap > description is showing bank deposit desc
[CM-115] - Post bank deposit - status bar not showing Posted in red font
[CM-116] - Bank Accounts - icons are missing when creating new record
[CM-117] - Check Number Audit - From Combo box over lap
[CM-118] - Bank Accounts - Error exists when opening the screen
[CM-119] - Bank Accounts - Error message should prompt when generating negative number of checks
[CM-121] - Status Bar indicator in CM is not following the standard message
[CM-122] - Banks - Phone and Fax should be numeric fields
[CM-123] - Banks - Provide a message when saving duplicate record
[CM-124] - Routing No in Banks screen is not updated automatically
[CM-125] - MICR Setup - MICR Preview field should be a read only field
[CM-126] - Back Up Change Number Range - Provide a message when creating duplicate number of check
[CM-128] - Bank Deposit - Changes saved when clicking Add button
[CM-129] - Bank Deposit - Screen does'nt close after selecting Yes in Save message box
[CM-130] - Recap Transaction screen is not opening
[CM-131] - Misc Checks Amount field showing as positive
[CM-133] - new bank created is gone after saving Banks screen
[CM-134] - PhoneNumberMask.js missing
[CM-135] - Error exists when opening the Banks screen
[CM-136] - Bank Accounts - Phone Masking issue
[CM-137] - Starting Numbers settins for Cash Management
[CM-139] - Bank Accounts - Fields in the newly added record becomes Disabled after saving
[CM-140] - Bank Accounts - Error in Login
[CM-141] - Bank Deposit - Clicking GL Account field added 2 new rows
[CM-142] - Bank Accounts - Number checks did not change
[CM-143] - Bank Accounts - Delete message prompts when clicking Save button
[CM-144] - Miscellaneous Checks - Error when opening
[CM-145] - Bank Transactions - Message displayed in status bar when unposting transaction
[CM-146] - Bank Transactions - Clicking Recap button throws an error
[CM-147] - Opening Banks screen from Bank Accounts and then creating new Bank record
[CM-148] - Miscellaneuos Checks - Error message prompts when saving
[CM-149] - Miscellaneuos Checks - Console error prompts when clicking New button in Search Miscellaneous Checks Screen
[CM-150] - Bank Accounts - Default values
[CM-151] - Bank Accounts - Cannot create Check Number
[CM-152] - Bank Reconciliation - Error in clicking Print
[CM-153] - Print Checks - Error in Clicking Preview button
[CM-156] - Print Checks - Clicking Select All button did not select all records
[CM-157] - Print Checks - Clicking Clear All button nothing happens
[CM-158] - MICR Setup - Check Lenght should be defaulted to 6
[CM-159] - Bank Deposit - Cannot create new record
[CM-160] - Bank Transactions - cannot create new record
[CM-161] - Bank Accounts - save newly created record > delete validation is shown
[CM-162] - Bank Deposit - error saving or posting
[CM-163] - Zip/Postal Code and State/Province field names
[CM-164] - Bank Transfers - Delete message prompts when clicking Save button
[CM-165] - Check Number Audit - Print is not working
[CM-166] - Bank Accounts - Wrong Message displayed when saving new record
[CM-168] - Print Checks - Cannot Print check
[CM-169] - Bank Reconciliation - Error prompt when selecting Bank Account
[CM-170] - Bank Reconciliation - Error exists when opening the screen through Bank Accounts
[CM-171] - Cash Management - Starting number issue after updating database
[CM-172] - Add Payment - Cannot Add Payment(Bank Transaction) in Bank Reconciliation
[CM-173] - Add Deposit - Cannot add deposit in Bank Reconciliation
[CM-174] - Misc Checks - Address, Zip/Postal Code, State/Province, City and Country are not automatically filled in
[CM-176] - Enable MICR Printing turned off - should not allow MICR Setup screen be accessed
[CM-177] - Print Checks - Next Check No does not show next available number based on setup
[CM-178] - Bank Accounts - Message for saving new record with Checkbook is NOT filled in
[CM-180] - Bank Recon - Uncleared Payments and Uncleared Deposits
[CM-181] - Bank Accounts - Should not allow to save blank checkbook
[CM-182] - Payee or Payor column in Bank Recon
[CM-183] - Currency in Bank Deposit did not match in Recap Transaction
[CM-184] - Bank Accounts - Balance field did not matched in Bank reconciliation and Bank Account Register
[CM-185] - Bank Deposit - Status bar indicator should be changed to "Posted"
[CM-186] - Bank Reconciliation - Payee displayed incorrect value
[CM-188] - Void - Error exists in Status bar indicator when trying to void check
[CM-189] - Void - VOID marking should be displayed on screen
[CM-191] - All CM transactions - do not allow negative amount input
[CM-193] - Bank Deposit - Print button is not working
[CM-197] - Bank File Format - Saving blank Name
[CM-201] - Bank Transfer - Should not be able to input negative amount
[CM-202] - Bank Transfer - Provide appropriate message when saving transaction without date specified
[CM-203] - Bank Transfer - GL Account field is diplaying 0
[CM-206] - Miscellaneous Checks - Printing Checks should automatically save the record
[CM-209] - Clicking Void displays unappropriate message
[CM-215] - bank recon - revise message
[CM-216] - Print Checks - Remove message displayed in Status bar indicator when printing report
[CM-217] - Print Checks only prints the first transaction in Bank Account Register
[CM-219] - Bank Recon does not have option to directly print after successful reconciliation
[CM-223] - Bank Accounts - error assigning gl account
[CM-226] - Error exists when opening CM screens
[CM-227] - Bank Recon - Description added in Add Payment shown in Payee
[CM-228] - Bank Recon - payment/debit tranaction added on the fly is not credited
[CM-229] - bank recon - Added deposit on the fly
[CM-230] - Print Checks - Should not print the unselected checks
[CM-231] - Bank Transfer - remove bank account already selected in Transfer From from showing in Transfer To panel
[CM-232] - Print Checks - Preview Task List screen shown even theres no record to print
[CM-233] - Add Deposit/Add Payment - Error prompts when adding transaction
[CM-234] - Check Number - Should auto-pad 0 in Check No field in Print Checks Grid
[CM-236] - Print Checks - Number format displayed in Next Check No. is not the same in format displayed in Check Number Audit
[CM-237] - Print Checks - Printing Checks with duplicate check no.
[CM-238] - Print Checks - Next Check displayed incorrect no.
[CM-239] - Print Checks - Message for Duplicate record prompts
[CM-240] - Print Checks - Preview Task List prompts when printing check with not enough check number
Epic
[CM-5] - CM Transactions - Bank Transactions
[CM-7] - CM Transactions - Bank Reconciliation
Improvement
[CM-90] - Store that gets the Bank Account data needs to identify the currency.
New Features
[CM-1] - CM Transactions - Print Checks
[CM-2] - CM Transactions - Miscellaneous Checks
[CM-3] - CM Transactions - Import Bank files
[CM-4] - CM - Bank File Formal screen
[CM-6] - CM - Import Outstanding checks and Syncronize
[CM-8] - CM - Cash account syncronization
[CM-11] - CM - Bank Accounts Register
[CM-12] - CM - Import Legacy data for use in cash management
[CM-13] - CM Transactions - Export bank transactions
[CM-14] - CM - MICR Setup screen
[CM-16] - CM - Banks Maintenance screen
[CM-17] - CM Transactions - Bank Transfers
[CM-18] - CM - Check Number Audit (screen and implementation)
[CM-19] - CI - common information Cash account maintenance
[CM-23] - Print a bank account register report
[CM-25] - Open the reconciliation screen when 'reconciliation' button is clicked.
[CM-29] - Bank Deposit: Show Bank Information Screen
[CM-31] - Bank Deposits: Detail Grid Up/Down feature
[CM-33] - Print a deposit report
[CM-37] - Bank Transaction: Detail grid up/down feature
[CM-42] - Void Check
[CM-43] - Misc Checks: Detail grid up/down feature
[CM-45] - Assign a check number after the Misc Check is printed and posted
[CM-46] - Show Payment and Debits in the grid based on the selected bank account
[CM-47] - Show deposits and credits in the grid based on the selected bank account
[CM-49] - Summary amounts
[CM-50] - Add deposit feature
[CM-51] - Add payment feature
[CM-52] - Reconcile feature
[CM-53] - Print a reconciliation report
[CM-55] - Bank Reconciliation - Grid filter
[CM-56] - Import CSV from bank to auto-select the transactions to clear.
[CM-132] - Implement on CM Transactions
Task
[CM-34] - Create a Web API for other modules to use in passing the G/L Entries
[CM-57] - Add CM Menus
[CM-213] - Needs to execute the callback on Print checks screen when the user closed it.
Sub-task
[CM-21] - Buffered grid for the bank account register screen
[CM-22] - Show balance value for the selected bank account
[CM-27] - New, Edit, Save, Delete, and Search
[CM-28] - Posting, Unpost, and Recap
[CM-35] - New, Edit, Save, Delete, and Search
[CM-36] - Posting, Unpost, and Recap
[CM-39] - Save button: assign a specific transaction id prefix based on the selected transaction type.
[CM-40] - New, Edit, Save, Delete, and Search
[CM-41] - Posting, Unpost, and Recap
[CM-214] - Add "Deposit Summary" report to the report scripts
System Manager
Bug
[SM-248] - User Role: Page Number does not increment
[SM-316] - Prevent i21 from running more than once on a computer
[SM-407] - Legacy session table (i.e. sssesmst) doesn't update on browser end-task
[SM-419] - Legacy session table (i.e. sssesmst) doesn't update on browser refresh
[SM-505] - sssesmst does not update the ssses_user_id, ssses_user_name and ssses_password
[SM-506] - Inserted user in sssesmst is not removed after logging out/exiting the application
[SM-614] - tbmSMPreferences should have unique constraint for stePreference
[SM-635] - Batch Number is being required
[SM-653] - Legacy Menu should not allow to edit in Master Menu
[SM-656] - Clicking dropdown button in Company Preferences throws an error
[SM-660] - Error exist during log off
[SM-667] - Preferences data
[SM-670] - Wrong User Role applied when clicking "Apply to Users"
[SM-671] - Menus are gone in the User security after deleting a user
[SM-675] - Error exists when clicking Apply To Users button twice
[SM-676] - User Role is saving blank record
[SM-685] - Add a Common Info menu to the i21 Tree Menu
[SM-687] - ACu Server version incompatible message box shown twice
[SM-689] - Menus Under Farm Plan Menu is not opening
[SM-693] - Cannot drill down transaction via GL Transaction Detail
[SM-694] - Origin menus are not opening after Java .51 install
[SM-696] - License and Registration screen title
[SM-697] - change License ID to Licensee ID
[SM-698] - remove License and Registration from Main Menu
[SM-699] - remove FRD and Reports from Module List
[SM-700] - modules licensed are not shown on Admin and Non-admin users
[SM-701] - GL Import Logs is not available to User type.
[SM-702] - Modify AP Menu names
[SM-704] - Report Manager and Motor Fuel Tax Cycle menu missing in Admin folder
[SM-705] - Customer Portal User Configuration screen not yet available for admin user
[SM-707] - Console error prompts when checking Legacy Integration option
[SM-708] - I21 Legacy Installer could not be installed
[SM-710] - menu that is assigned on not licensed module still shown using non-admin user
[SM-712] - View License and Registration Details button caption is cut off
[SM-713] - Remove Financial Report Designer and Reports in module.txt so it does not show on Module List
[SM-715] - Terms - percentage format fields
[SM-716] - Terms - 2 spin edit shown when cursor is on Discount for Early Payment
[SM-717] - Terms - switch Balance Due and Discount Days columns
[SM-718] - Terms - Terms Code accepts other characters (non-numeric)
[SM-720] - rename Legacy to Origin
[SM-721] - Terms - click x button after making a change
[SM-722] - Ship Via, Payment Method and Terms - needs double-click to edit the field
[SM-723] - Ship Via, Payment Methods and Terms - remove New toolbar button
[SM-724] - Currency ID should accept 3 alphabetic characters
[SM-725] - About - Warning message is cut off
[SM-726] - inconsistent field name for Zip/Postal Code and State/Province
[SM-730] - new zip/postal code is not saved
[SM-731] - make Settings tab the first tab
[SM-732] - Disable Orgin Integration message - change Legacy to Orgin
[SM-733] - saving issue on User Roles
[SM-736] - Error occurs after login
[SM-737] - Beachner - Error Opening the 1099 and John Deere's Menu
[SM-738] - Cannot close Reminder List screen
[SM-739] - getPreferences error on Console
[SM-740] - Terms field formatting
[SM-747] - Starting Number fields not shown
[SM-748] - Error in Log out
[SM-749] - Company Preference - enable/disable Origin Integration
[SM-750] - There should be no AR menu on 14.1
[SM-751] - Menu Permission of newly imported origin user
[SM-752] - Import menus where origin integration is OFF - legacy word is shown on message box
[SM-753] - screen name for Global Configuration Database
[SM-754] - Reset Password screen does not open to the selected user
[SM-756] - Module list not loaded not until License and Registration screen is opened
[SM-757] - Import Origin User for the 2nd time
[SM-758] - Console error opening User Security after Origin User import
[SM-759] - fiddler issue loading log in screen
[SM-760] - Starting Numbers - change Accounting to General Ledger
[SM-763] - New User Role does not show Menus in Master Menu panel
[SM-765] - Company Preferences not saved
[SM-767] - Console error - open payment methods
[SM-768] - Payment Method - Active checkbox by default
[SM-769] - Company Pref - default tab to show when opened
[SM-770] - Error after Login
[SM-773] - Remove redundant tables for Company setup
[SM-774] - Cannot click buttons on the Logout message box
[SM-775] - saving issue on User Security
[SM-776] - User Security - new from Search User Security
[SM-778] - Scenario 5- Do not apply user role to users affected > Save toolbar button
[SM-779] - Scenario - 6 Do not apply user role to users affected > Close toolbar button
[SM-780] - Scenario - 7 Do not apply user role to users affected > x button
[SM-781] - Scenario - 8 Do not Apply user role to users affected - Apply to Users toolbar button
[SM-782] - drag menu to Favorites folder
[SM-783] - Disable Origin Integration - Cancel Company Pref
[SM-784] - Starting Numbers - entered lower value than the current value
[SM-785] - Role changes still says it was applied to user even if user clicked no
[SM-786] - Origin Integration is still checked after reloading
[SM-788] - User Security - Error in saving
[SM-790] - Terms - can't save
[SM-791] - User Role - new from search
[SM-792] - EFT Transmission Advise printing Customer not found, but Origin does not
[SM-796] - received "Server Error" 404-File or directory not found in Fort Books TE
[SM-797] - Cannot do anything in i21 when an origin screen is open
[SM-798] - The iRely login does not disappear after login in 14.1
[SM-805] - Zip Code is Missing After Upgrade
[SM-807] - Origin Menus are not loading on a new machibe
[SM-824] - Origin Conversions screen load failed.
[SM-825] - User Role and User Security - Failed to load resources
[SM-831] - Importing user does not stop
[SM-832] - Uncaught type error after login
[SM-834] - Does not load controls in Origin Conversion screen
[SM-836] - Active Legacy Screen Panel is not displaying
Epic
[SM-706] - Allow users to only post transactions they created
Improvement
[SM-406] - i21Legacy.exe needs to display a version number in the About box and display a message to the user when there is an update.
[SM-486] - Company Preferences should provide a validation for saving an invalid email format
[SM-617] - Should find the way to remove the message (see highlighted box on the screenshot)
[SM-618] - Find a way to avoid showing of Java Security Warning screen
[SM-619] - Company Textbox in login screen is cut off
[SM-622] - Add Report Manager on Security user menu
[SM-674] - Change menu title to GL Import Logs
[SM-677] - Unable to Import Legacy Users without logging in as Security
[SM-691] - add Origin Utilites screen
[SM-695] - Preference doesn't have a value on 'init' on derived module.
[SM-714] - Batch Post menu in AP needs to show Batch Posting screen.
[SM-787] - Console error prompts when logging into i21 where Origin Inegration option is unchecked
[SM-789] - Sample data for terms
[SM-806] - Login Screen will take time before User Name can be entered
New Feature
[SM-451] - Zipcode maintenance
[SM-542] - File and version tracking for WinClientGateway.exe
[SM-664] - Add GL Utilities at Menu
[SM-672] - Add Clone Account menu
[SM-680] - Payment Method screen
[SM-681] - Ship Via screen
[SM-682] - Terms screen
[SM-777] - CM menu - add Bank File Formats
Task
[SM-616] - Rework Preferences Loading into Memory
[SM-679] - tblSMCurrency.strCurrency should have unique constraint
[SM-688] - AP Needs a menu for Importing origin Bills
[SM-690] - Menu changes for 14.1 in relation to Origin Conversions screen addition
Sub-task
[SM-373] - Implement Security User screen requirement
Global
Bug
[COM-34] - Message boxes should allow key press
[COM-63] - Unable to filter when queryMode is local
[COM-65] - Object has no method 'trim'
[COM-71] - Double click on Bank maintenance screen doesn't work
[COM-77] - Banks - Error exist when selecting Zip/Postal record
[COM-79] - 'change' event in gridcombobox is not firing.
[COM-80] - Pressing F3 throws an error
[COM-81] - Cursor focus is not consistent in Combo box field
[COM-82] - Filtering records in combo box in Check Number Audit screen is not working
[COM-84] - Undo is broken iRely.DataManagement
[COM-85] - New record is auto-populating the primary key field. It should be blank
[COM-86] - Concurrency violation is showing on new record
[COM-89] - New record does not clear the detailp-grid.
[COM-90] - Search filter is not restored to Clear All Filters mode
[COM-91] - Payment Method - Delete and save
[COM-97] - General Journal Posted Date Filter not working for "Equals"
[COM-112] - SQL SERVER COLLATION ISSUE
Improvement
[COM-17] - AP Postal code setup - this should fall into CI but we need it for AP
[COM-57] - 'Failed to load resources' when filtering the Search Devices screen
[COM-62] - Enhance setDisableControl function
[COM-66] - Consolidated Improvements on Search
[COM-67] - Search form initial filter
[COM-73] - no existing record
New Feature
[COM-68] - Address Mapper
[COM-69] - Email Sender
[COM-70] - URL Launcher
Tank Management
Bug
[TM-38] - Conversion Factor not showing 8 decimal digits
[TM-59] - The delivery is not taken off hold when the On Hold End date has passed
[TM-130] - Forecasted and Runout Displays Incorrect Dates
[TM-155] - Incorrect Date field behavior
[TM-157] - Chipped off icon
[TM-186] - Obsolete Items in TM Product Field
[TM-198] - PT system: Tank Reserve not auto-computed
[TM-320] - Spelling correction
[TM-322] - Add a percent sign
[TM-324] - Error when opening the Associate Site
[TM-332] - Calendar with delivery = today can be deleted
[TM-333] - Fill Method not saved
[TM-336] - Spelling correction
[TM-337] - Purged sync record is not automatically displayed in the Purged Records tab
[TM-340] - Error when previewing Two-Part Delivery Fill report
[TM-341] - Clock Reading not modal when opened from DD Clock screen
[TM-342] - Special Pricing Not Displaying in Customer List By Route
[TM-343] - Call Entry not sent directly to the printer
[TM-344] - Show 2 decimal places in Calculated Qty field
[TM-345] - Smallest screen size for Device Actions screen
[TM-346] - Default value of Gallons Left in Tank/ Current Meter Reading
[TM-347] - Error when creating a calendar from the Edit button
[TM-348] - Call Entry Does Not Work After Conversion
[TM-349] - Failed to Load Resource in Devices Search Form
[TM-351] - Auto Renew checkbox is enabled
[TM-355] - Console Error: Cannot read property 'data' of undefined
[TM-356] - Resizing the Contracts screen
[TM-357] - Can save an Event with blank date and level
[TM-358] - Wrong total number of site in Site Address panel
[TM-359] - Cannot open maintenance screens
[TM-360] - Wrong form name in Status bar when screen is minimized
[TM-361] - Issues in Meter Reading History screen
[TM-362] - Missing question mark
[TM-363] - Cannot delete newly added maintenance record
[TM-366] - Behavior when closing a screen with duplicate record
[TM-367] - Additional issues on Clock Reading screen
[TM-368] - Wrong screen status on clock reading
[TM-369] - Can enter date that is less than the last reading date
[TM-370] - Filter on Search Form Doesn't Refresh
[TM-371] - Resizing and Screen status of Lease Billing
[TM-372] - Rename field
[TM-380] - Cannot delete a linked contract
[TM-382] - Show the customer number after the form title
[TM-383] - Set the smallest screen size for CS screen
[TM-385] - Leak Check/ Gas check option
[TM-388] - Zip Code Filter is Not Working
[TM-390] - Can't Add an Appliance
[TM-398] - Call Entry is not cancelled
[TM-399] - Double click is not working when the search screen is not opened from main menu
[TM-400] - Save Button in Clock Reading Form
[TM-401] - Blank Country gridcombobox
[TM-402] - DD Clock functional issues
[TM-403] - Rename the Terms field in CS and CI screens
[TM-404] - Credit Note is not displayed in CS record
[TM-405] - Wrong date on credit information
[TM-406] - Masking of Average Days Pay in Credit Information screen
[TM-407] - Wrong data on customer inquiry screen
[TM-408] - Rename Between Deliverys field to Between Delivery
[TM-409] - Disable all Field Name field of TM report parameters
[TM-413] - Devices are Not Being Attached
[TM-414] - Error when filtering the Zip Code combo box
[TM-417] - Disable Gallons Left in Tank field when Device Type <> Tank or Flow Meter
[TM-418] - Do not allow multiple selection in Search Driver and Search Contract
[TM-419] - Modal forms in TM
[TM-421] - New Added Appliance is Not Available on Filter
[TM-423] - Object [object Object] has no method 'bindStore'
[TM-424] - Cannot read property 'data' of undefined
[TM-425] - Revision on caption
[TM-426] - Wrong unit price in Select Contract screen
[TM-427] - Add an alert message when clicking the eTracker and the eTracker URL is blank
[TM-428] - Clock Reading button not opening the screen
[TM-429] - Cannot call method 'getData' of undefined
[TM-430] - Route is Missing After Upgrade
[TM-432] - New blank site is saved when No is selected on the save message
[TM-433] - Object [object Object] has no method 'bindStore'
[TM-434] - Cannot call method 'hasChanges' of undefined
[TM-435] - Cannot call method 'getChanges' of undefined
[TM-436] - New Consumption Site is not displayed
[TM-438] - Issues with the Map button
[TM-440] - Issues in Event History after installation of device
[TM-441] - Search Degree Day Clock columns
[TM-442] - Cannot call method 'indexOf' of null
[TM-443] - Error when printing a call entry
[TM-445] - Save button did not auto-close the Event History screen
[TM-446] - Renaming of fields in Wok Orders tab
[TM-447] - Performer grdicombobox is showing 1 record only
[TM-449] - Save Message Causes Reading Date to be Doubled
[TM-451] - Failed to Renew Julian Deliveries
[TM-452] - Cannot read property 'StandardTermStore' of undefined
[TM-453] - newly added Lease Code with Amount = 0 is not saved
[TM-454] - Cannot read property 'operations' of undefined
[TM-455] - Next Julian Delivery field is enabled
[TM-456] - Can clear Performer field
[TM-459] - Call Entry tab > rename the Forecast Runout to Forecast Run Out
[TM-463] - Search screen returning record that not within the filter parameter
[TM-464] - Search screen opens a new screen when the filter returns 0 record
[TM-465] - Hide Print and Preview toolbar buttons in Clock Reading screen
[TM-466] - Failed to load resources in Search Degree Day Clock screen
[TM-467] - Object [object Object] has no method 'bindStore'
[TM-468] - Wrong date of new clock reading
[TM-469] - Event History issues after the Reassign process
[TM-470] - CS screen not closed after Yes on save message
[TM-471] - City is not copied during Copy Customer Address process
[TM-472] - Error when opening Origin screen from Customer Inquiry
[TM-473] - Cannot open Route screen
[TM-476] - Cannot property 'fn' of undefined
[TM-478] - Alert message prompts even when field is not empty
[TM-480] - New off hold event is created every time you open a previously on hold site
[TM-481] - PT: Blank row when vwcus_addr2 = NULL
[TM-482] - PT: Blank Zip Code in Consumption Sites
[TM-483] - PT: Console error when creating a customer site for the first time
[TM-484] - Tank Type field is required for a Flow Meter device type
[TM-485] - New row is disabled when the previous row is not yet saved
[TM-486] - Tank Management Company Preferences not saved
[TM-487] - PT: Loaned Equipment toolbar button enabled even when coctl_le_yn = 'N'
[TM-488] - PT: Blank Comment field on Customer Inquiry
[TM-489] - PT: wrong fields and field names on Customer Inquiry
[TM-490] - PT: Blank Contract's Unit Price
[TM-491] - PT: Blank Contract's Unit
[TM-492] - PT: vwcus_mid_init and vwcus_name_suffix are not displayed in customer name
[TM-493] - PT: Total Past Due is always 0.00
[TM-494] - PT: Wrong value in Credit Information fields
[TM-495] - Select Contract screen did not open
[TM-496] - PT: Tank Reserve did not auto-compute based on the Default Reserve Percent
[TM-497] - Customer Owned device not automatically displayed in the Devices tab
[TM-498] - PT: Total Reserve in Consumption Sites screen is still following the Default Reserve Percent
[TM-504] - Close button not functioning in Maintenance screens
[TM-505] - Decremented date on consumption sites every time the record is saved
[TM-516] - Negative Calculated Qty when Percent Left is changed
[TM-517] - Open Call Entries report: No Data to Display
[TM-522] - Cannot add a new To do Item without saving the previous
[TM-529] - Two Part Delivery report: no report preview
[TM-530] - Missed Julian Deliveries report: report options
[TM-531] - Cannot save an edited Single recurring calendar
[TM-534] - Clock Reading screen not following the entered/selected date
[TM-535] - Dispatched Date field is automatically filled out on a newly created call entry
[TM-538] - Customer List by Route report: Report parameters field are not combo box type
[TM-540] - Event Automation not saved
[TM-542] - Other site loses its Product after creating a new site
[TM-543] - Cannot delete a Lease Billing Incentive
[TM-544] - Default device types are editable
[TM-546] - Maintenance data from the database are disabled
[TM-548] - 'Modified by other user' message always prompts
[TM-549] - Customer List by Route: report parameter issues
[TM-550] - Renew Message Does Not Display
[TM-551] - Printed field not updated after printing the Call Entry
[TM-552] - Console error when printing a call entry
[TM-553] - Hide Print button on Lease Billing and Failed Lease Billing screen
Improvement
[TM-269] - Associate Preview Visualization
New Feature
[TM-96] - eTracker feature
[TM-233] - Other Transactions toolbar button and its sub-menus are not available in Customer Inquiry when A/R System=Petro
Task
[TM-557] - i21 Full TM Export Tool
Dashboard
Bug
[IG-113] - Browser Specific IE: Moving arrow keys is not following same implementation with chrome and ie.
[IG-171] - Pivot Grid: Rows Visible is not respecting with the Panel layout in dashboard
[IG-274] - Pie/Doughnut Chart Label position issue when None is selected.
[IG-275] - Export to Excel: Date field is not in correct format of a pivot grid panel.
[IG-283] - Column header of grid panel disappeared after refreshing a blank filtered records
[IG-289] - Pivot Grid: Conditional Format is not accepting Yes/No format fields
[IG-290] - Pivot Grid: Date format changed after dragging drop of the field
[IG-291] - Pivot Grid: Sorting of drag and drop fields is not working properly
[IG-292] - Pivot Grid: Removed column in the column settings doesn't remove on the dashboard
[IG-294] - Pivot Grid: Incorrect area label for Data fields
[IG-299] - Pivot Grid: Data footer (Max, Min and Avg) is not working correctly on the dashboard
[IG-310] - Wrong spelling on Clear Layout confirmation message
[IG-315] - Multiple panel of the same title have been transferred when using Panel Distribution
[IG-316] - Shared Panel is showing different query on Query builder.
[IG-334] - Date filtering on Panel is not on the same font with the Panel Name.
[IG-339] - Save Grid Layout is not working on Pivot Grid Panel.
[IG-341] - Cancel button from Rename and Duplicate Panel screen is not working.
[IG-344] - Query built is not carried over correctly.
[IG-345] - Grouped records is not being saved even the option Save Grid Layout option is enabled.
[IG-346] - Filtered records is not being saved even the option Save Grid Layout option is enabled.
[IG-347] - Condition is missing when filtering on numerical records.
[IG-348] - Filter Indicator is broken.
[IG-349] - No display of Owner and Connection on the grid of Panel List
[IG-350] - Hitting refresh button on dashboard tab goes automatically to the default tab
[IG-351] - Enabled "Auto Refresh panels every [selected] minutes" option is not working
[IG-352] - Delete button from Panel Settings is not working
[IG-353] - Yes button is not working on Confirm Close message box
[IG-355] - Conditional formatting is not totally fill up when there is a field on Column area
[IG-358] - Unable to open Connections Form from Panel Settings Form
[IG-359] - Pivot Grid: Numerical format is not displaying correctly in the dashboard panel
[IG-360] - Hyperlink Format is not working on the dashboard panel
[IG-361] - Export to Excel: Unable to open the export file from pivot grid panels
[IG-363] - iGuide date display issue
[IG-364] - Data Area column that is set on Panel Settings display in Drop Unused Fields Here of Pivot Panel
[IG-366] - Cannot open exported excel file of a pivot grid panel
[IG-367] - Warning icon is displaying even the Client API installed is latest already.
[IG-373] - Error when deleting a panel setting record
[IG-377] - Connections - Error in Opening Connections screen
[IG-379] - Cannot call method 'get' of undefined
[IG-380] - Save message did not prompt when x and New buttons are clicked
[IG-381] - Yes on save message did not automatically close the record
[IG-382] - Console error on Undo the button on Filter Setup screen
[IG-383] - Filter Name accepts duplicate record
[IG-384] - Replace the delete message when deleting the Filter Setup record
[IG-385] - Filter Setup record not deleted
[IG-386] - No confirmation when deleting a Filter Value
[IG-387] - Opening the Filter Setup screen from Company Preferences collapses the menu
[IG-388] - Console error when downloading the API
[IG-389] - Cannot duplicate a Panel Settings
[IG-391] - Duplicating of Panel is not working
[IG-392] - Confirmation messages in Panel User List screen
[IG-393] - Error when saving the changes in Panel List screen
[IG-394] - Standard save message did not prompt during X button click in Panel List screen
[IG-396] - Delete a panel list
[IG-397] - Panel Settings: save on X and New button
[IG-398] - Move Up and Move down buttons in Dashboard Tabs are not functioning
[IG-399] - Message on Delete
[IG-400] - Console error when saving the Filter Setup record
[IG-401] - Filter Value used in a Filter cannot be used by other Filter
[IG-402] - Set New Filter screen to modal
[IG-403] - API Installed not updated notification displayed even when using the latest API
[IG-404] - Console error when hovering on a Dashboard panel
[IG-406] - Pivot Grid: Data is deleted after applying a conditional format in a Pivot panel
[IG-407] - Cannot find the new panel on Panel List screen unless the screen is resized
[IG-408] - No data on grid panel
[IG-409] - Console error when saving a panel after editing its Query
[IG-410] - OK and Cancel button on Custom Date screen are not functioning
[IG-411] - No data on grid panel when using a footer
[IG-412] - Console error when hovering on a Dashboard panel with Rows Retrieved = or < Rows Visible
[IG-413] - Error when printing a pivot panel
[IG-414] - Console error when Dashboard contains Gauge chart type
[IG-415] - Remove Label Position and Color when Chart = Gauge
[IG-416] - Panel Settings details not saved
[IG-417] - Error when DATE is mentioned in the QUERY, but Date Condition = None
[IG-418] - Console error when a Pie or Doughnut chart with Legend is in the Dashboard
[IG-420] - Dashboard Company Pref not saved
[IG-423] - Some formatting not shown in the printed version
[IG-427] - Console error on Yes
[IG-428] - Cannot rearrange pivot columns
[IG-429] - Console error when Home button is clicked but there's no Dashboard setup
[IG-430] - Console error when opening the main Dashboard
[IG-431] - Query Builder is showing empty table
[IG-432] - Console error when double clicking the Home menu while the Dashboard is already open
[IG-433] - Console error when opening the Dashboard when there is no panel in the tab
[IG-434] - Cannot print grid panel
[IG-435] - Custom Date screen did not prompt when Custom is selected from Date Condition list
[IG-436] - Error after the panel was unfiltered
[IG-437] - Errors when saving an edited canned panel
[IG-442] - Put space after .
[IG-443] - Other Filter ellipsis button not pulling the correct record
[IG-444] - Combobox field saving record that is not in the list
[IG-446] - Space between Drill and Down
[IG-447] - Use capital letter C
[IG-448] - Dashboard panel not refreshed after applying Other Filter
[IG-449] - Clear Layout not functioning
[IG-450] - Cannot edit an Activated canned panel
[IG-451] - Never Ending Loading Data Preview shows after hitting Run Query button from Query Builder
[IG-452] - Print All records on Panel option is not working
[IG-454] - Query Builder is not working on shared panel through Panel Distribution
[IG-455] - Query Builder is not working when query has + sign
[IG-456] - Moving field on Panel Setting is making the field blank
[IG-457] - Date Filtering is not working when field has alias.
[IG-458] - Errors when applying the filter using the Filter Editor
[IG-459] - Double clicking the dashboard panel opens 2 Panel Settings screen
[IG-460] - Export to Excel is not working on Pivot Grid Panel
[IG-462] - Dashboard not loading after previewing an i21 report
[IG-468] - Blank Startup Dashboard Tab
[IG-473] - 'Export all record to excel' not working properly with Pivot
[IG-474] - Cannot edit the Dashboard Management options after editing the Dashboard panel
[IG-495] - Dashboard Management error for Security user
[IG-501] - We need to be able to use date field for the filter without putting it on the query
Improvement
[IG-164] - Pivot Grid: Overall Conditional Format Functionality is not working
[IG-249] - Advanced Filter: Typing on Find field on Show Find Panel option is not highlighting the keyword being filtered.
[IG-270] - When entering a new account on iGuide, a default tab is auto created named ‘Home’.
[IG-285] - ACU4GL SQL connection: Records is not showing when there is Date on the format and Sum footer of Column Settings
[IG-305] - Change the default Area of Pivot Grid to Filter
[IG-328] - Query Builder freeze when using select all fields from table
[IG-337] - To populate existing tabs on Dashboard
[IG-356] - A way to limit the return of data on Query Builder to 1000 records
[IG-357] - To add the Options Setup of the Dashboard in Company Preferences Form
[IG-370] - Standardize the alert/confirmation messages in Dashboard module
[IG-425] - Add a dashboard close button
[IG-426] - A way to update a canned panels for a specific user
[IG-464] - Default Options
[IG-471] - Canned Panels that are not yet activated are selectable in Panel Layout
New Feature
[IG-208] - Ability to move column settings field
[IG-267] - A warning message like “No data to display” to appear to signal that loading is done and no data appears.
[IG-286] - Add a logout button to the main toolbar
[IG-354] - Canned Panels Task
[IG-374] - Add a new feature for RE Powell Functionality (a.k.a. Other Filter)
Task
[IG-362] - Implement database naming standards on Dashboard
[IG-376] - Script out data for Canned Panels
[IG-378] - Clean all views to have no code handlers and move it all to controllers
[IG-419] - Resolve issues on identity fields for Canned Panels
Report Manager
Bug
[RPT-23] - Fix layout of the viewer.
[RPT-72] - Cant Install Report Designer if machine has no devexpress installed
[RPT-129] - Report Manager - Should be able to clear From and To field
[RPT-140] - General Ledger by Account ID Detail - Transaction drill down not working
[RPT-173] - Wrong ordering of Report groups by default
[RPT-184] - Spelling and Condition on the Report's Parameter
[RPT-186] - No message prompt when entering To dates less than to From date using Tab
[RPT-243] - Cut off report details
[RPT-253] - Add selection when Type criteria is selected
[RPT-254] - GL - Cannot print COA Adjustment report
[RPT-256] - Error exists when you preview newly created report in Report Manager
[RPT-257] - Report Manager is saving new blank report
[RPT-258] - Error exist when clickig OK in Add new Report screen
[RPT-259] - Errors in Settings Screen in Report Manager
[RPT-260] - Server Error when clickin Designer toolbar button
[RPT-261] - Error exist when clicking Options button for Customer Label report
[RPT-264] - Message for closing the first report is also displayed
[RPT-270] - The cast to value type 'Int32' failed because the materialized value is null
[RPT-271] - Wrong Spelling of Wait
[RPT-275] - Some toolbar buttons are missing in Report Manager screen
[RPT-276] - Console error exists in Preview Task List
[RPT-277] - Minimize button is now working in Report Preview
[RPT-279] - Report viewer of GL by Account ID Detail and Trial Balance Detail report does not open
[RPT-280] - Search Icon Displays All Report
[RPT-281] - Report Parameters Drop Down is Cut Off
[RPT-282] - Error in Call Entry Printout Report
[RPT-284] - Cannot drill down GL by Account ID Detail report
[RPT-285] - Group becomes doubled after adding new reports
[RPT-286] - Error exists when saving changes in Settings screen
[RPT-287] - Report Manager accepts duplicate report
[RPT-288] - Error exists when clicking Field List toolbar button
[RPT-289] - Error exist when closing Options Manager
[RPT-290] - Used Connection should not allow to delete
[RPT-291] - Save message is missing when navigating to the next record with unsaved changes
[RPT-292] - Saving new Report Datasource throws an error
[RPT-293] - Cannot Click 'NO' in save message box
[RPT-294] - Application hanged after trying to delete used connection twice
[RPT-295] - Wrong icon displayed for Delete message box
[RPT-297] - Group becomes doubled after changing the group of report through Settings
[RPT-298] - Error exists when opening Options Manager
[RPT-299] - Default Reports for TM
[RPT-305] - Cannot read property 'statusText' of undefined
[RPT-306] - Save message is not displayed when New button is clicked while there are unsaved changes
[RPT-308] - Options Manager - Error exists when selecting checkbox
[RPT-309] - Obj ref when drilling down GL by Account ID Detail report
[RPT-310] - Clicking Delete in Sort Options panel throws an error
[RPT-311] - No message prompts in admin user when Security user made changes in report sort
[RPT-313] - Cannot uncheck Check box in Report Options
[RPT-314] - Options Manager - Incorrect icon used
[RPT-315] - Some buttons are missing in Report Manager when you login Security user
[RPT-316] - Connection already exist message prompts when saving an edited connection
[RPT-317] - No records display and error occurs in Report Parameter
[RPT-318] - Clicking Designer should check if Clickonce plugin is enable
[RPT-319] - Report Parameter crashed
[RPT-320] - Preview Task List - Clicking X button in Filter box throws an error
[RPT-321] - Error in Login
[RPT-322] - Cannot Open Report Manager
[RPT-323] - Can't Drilled Down Data - Trifee
[RPT-324] - Error exist when clicking dropdown button
[RPT-325] - Error exists in Archived Reports screen
[RPT-326] - Report Viewer becomes blank
[RPT-327] - "User" column should be removed in Archived Report screen
[RPT-328] - Archived reports by another user should not be visible to the other user
[RPT-329] - Connection screen should maximize depends on the screen size when clicking Maximize button
[RPT-331] - Connections - Test Connection Failed
[RPT-332] - Used GLConversion_COA.rar for Select Propane 02, received error during print COA in Reports menu
[RPT-333] - Error in Login scree
[RPT-334] - Field List Manager - Message prompts when checking Required Check box
[RPT-335] - Archived Reports - Error when opening
[RPT-336] - Error during Archiving
[RPT-337] - Field list should be regenerated once DataSource was changed
[RPT-338] - Export Format combo box is missing in Actual Printing of Reports
[RPT-339] - Archived Reports - Message for Archiving should not prompt closing the report preview
[RPT-340] - Archived Report - Panel displays blank when clicking X button in Filter box
[RPT-341] - Archived Reports - Save message should not prompt
[RPT-342] - Archived Report - Deleted record still displays
[RPT-343] - Trial Balance not showing the correct ending balance
[RPT-344] - Account ID is displayed several times
[RPT-348] - Close Fiscal Year - print BS Standard with Date=As of one day after end of fiscal year that was closed (As of 7/1/2012)
[RPT-349] - Close Fiscal Year - print IS Standard with Date=As of end of FY 2013 (next open fy)
[RPT-350] - Close Fiscal Year - print IS Standard with Date=As of end of FY 2012 (closed fy)
[RPT-351] - Trial Balance - Account Description not shown
[RPT-352] - Income Statement Standard - Sales and COGS do not show all account groups that have accounts with transactions
[RPT-353] - Balance Sheet - filter by date range
[RPT-354] - Trial Balance & Trial Balance Detail - Include Audit Adjustmet unchecked > drill down report
[RPT-356] - Trial Balance Detail - 0.000 shown in units for those accounts not setup with units
[RPT-357] - Trial Balance Detail and GL By Account ID Detail- Beginning Balance is incorrect for succeeding years
[RPT-358] - IS and BS - FY and LFY conditions
[RPT-359] - Obj ref when drilling down GL by Account ID detail report
[RPT-360] - Print Canned reports - improve get default filters message
[RPT-361] - Archive Report - buttons does not have space in between
[RPT-362] - Error in Executed script
[RPT-364] - Server have reached the maximum number of report generating at the same time
[RPT-366] - TM - Customer List by Route report issues
[RPT-368] - TM - Special Price is Not Being Displayed in Delivery Fill Report
[RPT-369] - Device Detail: no data to display when using the Customer Number to filter the report
[RPT-370] - TM - Leak Check / Gas Check: Object ref when previewing report
[RPT-371] - Cannot print report after clearing the Date field
[RPT-372] - GL By Account ID - COGS accounts unit is shown as negative
[RPT-373] - Oracle - No record displays in Preview
[RPT-375] - Motor Fuel Tax Report error on console
[RPT-378] - SubReport is not Changing when control type changed
[RPT-379] - Message for default filters prompts even there's no changes made in default filters
[RPT-380] - Error Encountered When Printing a Report in 14.1
Improvement
[RPT-33] - Implement ClickOnce deployment on Report Designer
[RPT-40] - Report Viewer - maxize report to fit
[RPT-59] - Chart of Accounts Adjustment report - Listing of GL reports
[RPT-166] - Double clicking on Report Manager grid should open the report
[RPT-176] - Hide everything that allows a user to change anything on canned reports
[RPT-177] - Everything we hide for standard users should be available for SECURITY user
[RPT-255] - Require adobe plugin when printing reports
[RPT-263] - Oracle Connection is missing on Connection Type dropdown.
[RPT-278] - Implement database standards
[RPT-296] - Reports data need to be updated.
[RPT-345] - Make Archived Reports available to Users
[RPT-346] - Incorrect From and To dates are displayed
[RPT-363] - Canned Reports - Export to excel does not format correctly for negative values.
[RPT-367] - Tank Type Filter to be Added on Leak/Gas Check Report
New Feature
[RPT-2] - Report upgrade tool
[RPT-5] - Create print queue on the server
[RPT-6] - Capability to allow SQL SProc as datasource
[RPT-7] - Report Sort
[RPT-8] - Company Information
[RPT-17] - Change Datasource
[RPT-300] - Ability to use SQL SProc as datasource
[RPT-301] - Ability to Connecto to Oracle
[RPT-302] - Report Designer should be useable
[RPT-303] - User Ability to modify Filter, Sort and/or Options
Task
[RPT-24] - Fix issues on Stored Procedure datasource.
[RPT-26] - Add validation on field list manager.
[RPT-52] - Create a callback function that fires when a document is sent to the printer.
[RPT-273] - Prevent Report Preview window to be dragged outside the i21 window
[RPT-381] - Improvements for Bank Reconciliation Reports
Sub-task
[RPT-29] - Add ability to cancel report generation on the server.
[RPT-31] - Implement the predefine type in field selection.
Accounts Payable
Bug
[AP-31] - Vendor screen: Submenus were cut off
[AP-32] - Remove Add, Edit, Delete on Vendor History tab
[AP-33] - Bill Batch Entry: Show only AP Accounts
[AP-37] - Console error when entering Address on Vendor screen
[AP-38] - Save message still prompts on a posted Bill Batch Entry when closing
[AP-39] - Pay Bill Detail: Enable Delete and Undo button for new record
[AP-40] - AP menu name vs screen names
[AP-41] - Vendor screen status bar is not updating
[AP-42] - State, City and Country should be automatically populated after selecting Zip Code.
[AP-43] - Cannot open Contact and Location screen if Vendor record is not yet saved
[AP-46] - Console error when posting Pay Bills (Multi-Vendor)
[AP-47] - Pay Bills (Multi-Vendor): Fields, Checkboxes and labels are not properly aligned
[AP-48] - Vendor name is not displayed
[AP-49] - BB Entry: Remove Add and Edit button
[AP-50] - Pay Bills screen issues
[AP-52] - Save message still prompts when closing an already saved record
[AP-53] - Saving with duplicate Vendor number
[AP-54] - AP Company Pref: Add percent sign in Withhold Percent
[AP-55] - Legacy Integration is off but I cannot add new vendor locations
[AP-56] - Details were removed after cancelling on save message
[AP-57] - Incorrect message is displayed
[AP-58] - Cannot select due dates
[AP-59] - Default date fields to today's date
[AP-60] - Console error while saving Pay Bills record
[AP-61] - Pay Bills: Amount fields are not in standard amount format
[AP-62] - Amount due does not update after payment
[AP-63] - Details are copied on the new pay bill record
[AP-64] - Do not allow posting pay bills with the missing Check Number
[AP-66] - Show the actual bank account on Search Payments screen
[AP-67] - Remove posted transaction
[AP-68] - Pay Bills (Multi-Vendor) screen issues
[AP-70] - Bottom part of the screen is cut of
[AP-71] - Console error prompts when changing between locations
[AP-72] - Selected contact is not displayed after reloading the screen
[AP-73] - Cannot filter zip codes
[AP-74] - Page number increments right after clicking New button
[AP-75] - Vendor locations are not displayed on the combo box list
[AP-76] - Show Location Name on screen title
[AP-77] - Cannot add vendor notes
[AP-78] - BB Entry: Show set default values
[AP-79] - Show only default dates and total after entering a vendor no.
[AP-81] - Error when posting bill batch entry
[AP-82] - Remove Import AP Invoice option from Origin Utilities
[AP-83] - New Button opens all vendor records
[AP-84] - Cannot save new vendor record
[AP-85] - Change screen name to Import Bills from Origin
[AP-86] - Console error when navigating to Locations tab
[AP-87] - Some toolbar buttons becomes disabled when entering details on grid
[AP-88] - Values from Bill To and Ship From were removed
[AP-89] - Locations are not displayed on Bill To and Ship To combo box
[AP-90] - Location and Contact combo box have empty row
[AP-91] - Show strAccountID and not the intAccountID
[AP-92] - Posted button does not change to Unpost after posting BB Entry
[AP-93] - Details does not update after changing the Vendor
[AP-94] - New button is not working
[AP-95] - Cannot open Pay Bills screen
[AP-96] - Undo button is not working correctly
[AP-97] - Pay BIlls (Multi-Vendor) - Reload
[AP-100] - Console error when enabling Origin Integration
[AP-101] - console error when disabling of Origin Integration is cancelled
[AP-102] - Company Preferences - Accounts Payable option not showing, error on COnsole
[AP-104] - Console error when opening Bill Batch Entry
[AP-105] - Change to Import Bills
[AP-106] - Posting bill batch entry new issues
[AP-108] - Cannot post Pay Bills (Multi-Vendor) even if bank account is already selected
[AP-109] - Transaction for a vendor is not displayed on the Vendor History tab
[AP-111] - Console error on opening Pay Bills
[AP-112] - Unpost button is visible to an unposted transaction
[AP-113] - Contact and Location screen are empty
[AP-114] - BB Entry: Grid becomes invisible after entering first vendor entry
[AP-115] - Pay Bills: Entering Record No is allowed
[AP-116] - Cannot save pay bills
[AP-117] - Vendor Name is removed after clicking Save button
[AP-118] - Adda user friendly message if user is posting Bill Batch with missing AP account
[AP-119] - Batch total amount should be displayed with 2 decimal places
[AP-120] - Pay Bills > Currency field is throwing a console error
[AP-122] - Disable fields if Pay Bill is already posted
[AP-123] - Do not allow posting if Check Number is empty
[AP-124] - Withholding is not computed when bills are paid via Pay Bills (Multi-Vendor)
[AP-126] - Zip/Postal Code and State/Province field names
[AP-127] - Pay Bills: Record No should start with 1
[AP-128] - AP: Search screen opens even if there is no record
[AP-129] - Cannot open Pay Bills (Multi-Vendor) screen
[AP-130] - Added location and contact is not displayed on the Detail tab > Location and Contact combo box
[AP-131] - History details does not change when navigating through Vendor records
[AP-133] - Assigned Ship Via and Terms for the vendor is removed when record is saved
[AP-134] - Print button is not working if Check is selected as payment method
[AP-135] - Vendors were imported with error
[AP-136] - Amount paid is added to the bank balance
[AP-137] - Print Checks from menu does not open
[AP-138] - Cannot preview checks if Print Checks screen is opened via AP module
[AP-140] - Can post/unpost bill batch created by another user
[AP-141] - Remove the message that shows under the screen.
[AP-143] - Message is prompting when posting newly created pay bills
[AP-144] - AP Account used in the bill should be displayed on the grid
[AP-145] - Pay Bills recap is incorrect
[AP-147] - Bank balance should update automatically after pay bill is posted
[AP-154] - Console error when posting pay bills via recap
[AP-158] - Cannot select transactions that are already due
[AP-161] - Bill Batch Entry - entries are are not posted to GL correctly
[AP-165] - Recap a Pay bill
[AP-166] - Failed to import vendor
[AP-168] - Print Checks screen opens on unpost
[AP-169] - Disable Print button if method is not check
[AP-173] - Button on Recap is still Post even if pay bill is already posted
Improvement
[AP-125] - Add "Withheld" column on Pay Bills (Multi-Vendor) screen
[AP-155] - Add menu for Print Check
New Feature
[AP-1] - AP Transaction - Select bills for payment
[AP-3] - CI - Terms code screen
[AP-5] - AP Transaction - Enter Payables
[AP-10] - AP Transactions - Vendor Quick checks
[AP-11] - AP - Import AP Invoice (Bill) records from origin
[AP-12] - AP Transaction - Bill Batch Entry
[AP-14] - AP Transactions - Posted Payables Maintenance
[AP-15] - AP - Backup witholding
[AP-17] - AP Transactions - Enter check transactions
[AP-18] - AP Vendor Maintenance - Address tab
[AP-20] - AP - Vendor "Additional" button for legacy function
[AP-21] - AP Transactions - Print Checks
[AP-23] - AP - Synchronization for Vendor Master
[AP-25] - AP - Vendor History Tab
[AP-28] - CM - AP Vendor maintenance screen
[AP-36] - Create preference for Accounts Payable.
Task
[AP-80] - Implement on AP Transactions
Overview
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