Accounts Payable | ||
| Improvement | AP-151 | Implement COM-99 on AP screens |
| AP-180 | add date column on Batch posting > Detail field | |
| AP-261 | Add Withheld and Discount columns | |
| AP-272 | Add Discount and Withheld amount on tblAPBill table. | |
| AP-279 | Attach a document to a vendor | |
| AP-318 | AP should use intEntityId to determine the user who creates the transaction (not intUserId) | |
| AP-360 | Void and Unpost Checks | |
| New Feature | AP-9 | AP Transaction - Post Payables |
| AP-327 | Create Bill Entry screen | |
Accounts Receivable | ||
| Improvement | AR-236 | Customer Contact screen changes to allow Customer contacts to login to i21 |
| AR-237 | AR should use intEntityId to determine the user who creates the transaction (not intUserId) | |
| AR-238 | AR changes to conform to new Entity schema | |
| AR-259 | Additional menu for Customer Portal menu permission. | |
| AR-270 | Show the password screen on Customer Contacts screen | |
| AR-303 | Rename "Tickets Assigned to Me" menu under Customer Portal folder. | |
| AR-337 | Loosen the Salesperson field requirement | |
| AR-395 | Move "Create Ticket" menu on top of "Tickets" menu. | |
| AR-400 | Make Customer Contact screen modal | |
| AR-424 | Customer Contact Integration | |
| New Feature | AR-37 | Customer Maintenance - Setup Tab - Splits Tab |
| AR-55 | Transports - Customer Freight X-Ref | |
| AR-59 | Additional Setup -> Contracts tab | |
| AR-75 | Integration with Origin: Customer Integration | |
| AR-79 | Integration with Origin: One time import and update of service charge | |
| AR-262 | Add Help Desk tab to Customer screen with default Product and Version number | |
| AR-271 | AR Company Preference | |
| AR-333 | Integration with Origin: One time import and update of Market Zone | |
Cash Management | ||
| Improvement | CM-249 | We should add location to the CM Bank transactions |
| CM-257 | The Bank Reconciliation Report takes a while to export | |
| CM-288 | CM should use intEntityId to determine the user who creates the transaction (not intUserId) | |
| CM-307 | Void and Unpost Checks | |
| CM-311 | Check Voucher Middle report for A/P and CM | |
| CM-314 | Implement RPT-400 (Close print preview when closing the Print Verification screen) | |
| CM-316 | Implement RPT-401. Do not show report archive message on check reports. | |
| CM-341 | Do not allow unpost if Misc Check is already in the print spool table. | |
| New Feature | CM-30 | Undeposited Fund feature |
| CM-245 | Add a location to the cash management entry screen | |
E-commerce | ||
| Improvement | EC-54 | CP - i21 Help launched from Help button |
| EC-64 | Create Petro pages | |
| EC-66 | User Setup for Customer Portal made easier | |
| EC-103 | Validation on incorrect email address format | |
| New Feature | EC-55 | Implement Customer Portal preference |
Dashboard | ||
| Improvement | IG-131 | Do not require ASP.Net MVC 4 installation on client API server. |
| IG-303 | Automatically refresh and clear the grid layouts on the panel dashboard | |
| IG-543 | Notify Users that he has no access to create new Panel. | |
| IG-622 | Panel User List update message | |
| IG-626 | Connection Type not working for all tables in database | |
| IG-651 | Chart Panels are not working on SQL Server Connection | |
| New Feature | IG-608 | Tool to import customer panels from iGuide Desktop and iGuide Web to i21 Dashboard |
| IG-670 | Additional Canned Panel - i21 Data Dictionary | |
Financial Report Designer | ||
| Improvement | FRD-157 | Total Calculation row is not computing correctly on Column Calculation column when Override Column Mask is used |
| FRD-162 | FRD - i21 Help launched from Help button | |
| FRD-163 | Deleted Row(s) to sync automatically if is used by other columns | |
| FRD-171 | Debit Units and Credit Units | |
| FRD-190 | FRD - Export to excel does not format correctly for negative values. | |
| FRD-191 | Column validation in FRD | |
| New Feature | FRD-133 | FRD to save budget name on the column not at time of running the report |
General Ledger | ||
| Improvement | FIN-89 | Tab Sequence for grid in journal and recurring journal template forms |
| FIN-646 | Provide sample accounts for primary account (to build a sample chart of accounts) | |
| FIN-695 | Allow opening of Transaction Detail for the selected transaction only | |
| FIN-757 | Add message when imported Primary Account is already existing | |
| FIN-758 | Close Import Primary Accounts screen automatically | |
| FIN-759 | Validate CSV schema on import | |
| FIN-767 | Change conversion of historical data to autopost - eliminate step of batch posting | |
| FIN-768 | Do not allow modification of journal entries imported from subledger. | |
| FIN-793 | Implement new requirements for record navigation when creating new record | |
| FIN-801 | FY - validation that one of the FY records is set to Current | |
| FIN-815 | GL Account Detail - Change Unposted column to "Posted" so it's consistent with other screens | |
| FIN-816 | Add a "Created By" column to the Search General Journal screen. | |
| FIN-854 | Starting Number auto-correct | |
| FIN-874 | General ledger account creation - display of account name | |
| FIN-892 | Insert a link to "Create Fiscal Year" before "Import Historical Journal" | |
| FIN-1000 | Change transaction types 'Legacy Journal' and 'Adjusted Legacy Journal' to 'Origin Journal' and 'Adjusted Origin Journal' | |
| FIN-1006 | GL should use intEntityId to determine the user who creates the transaction (not intUserId) | |
| FIN-1024 | Change Open button to View | |
| FIN-1051 | Use LumenWorks 3rd party control for Import/Export CSV | |
| FIN-1057 | Copy details of previous row on Recurring Journal | |
| FIN-1067 | Allow manual adding of codes on Account Template screen | |
| FIN-1068 | Allow manual adding of primary account codes in Account Template screen | |
| FIN-1194 | Cannot drill down Adjusted Origin journals | |
| Legacy Requirement | FIN-792 | PT Drill down is not working in GL Transaction Detail |
| New Feature | FIN-745 | Do not allow Manual Journal entries for Cash, AR, Payables, Sub Account Group and Undeposited Funds |
| FIN-746 | Provide sample segments | |
| FIN-955 | Add GL Maintenance tab at GL Utility | |
| FIN-1213 | Interface G/L Entries to PeachTree/Sage 50 | |
HelpDesk | ||
| Improvement | HD-21 | HD - i21 Help launched from Help button |
| HD-37 | Add editable box to Help Desk Details tab showing original description of ticket | |
| HD-48 | Add Agent to attachments | |
| HD-63 | create link between Help Desk and JIRA | |
| HD-72 | change Details option of Cancel and add Delete option | |
| HD-73 | Add Created Date/Time to Help Desk ticket screen | |
| HD-74 | Add Alternative Phone # to Help Desk ticket | |
| HD-75 | Add drop down option to be able to change Contact in Help Desk ticket | |
| HD-76 | auto-fill Agent and Date on Hours Worked tab in Help Desk ticket, extend description | |
| HD-77 | Changes to Notes tab in Help Desk - autofill fields and expand notes | |
| HD-78 | Add print option to Help Desk ticket | |
| HD-79 | Changes name on Notes tab to "Internal Notes" | |
| HD-81 | Default Version and Product on creation of tickets from Customer Maintenance | |
| HD-82 | create default screen for Help Desk | |
| HD-83 | Add a JIRA URL field to the Help Desk Settings screen | |
| HD-84 | Add a "JIRA Project" field to the Modules tab of the Products screen. This will be used to link the Modules to JIRA Projects | |
| HD-86 | Add Customer Contact button to the Ticket screen | |
| HD-154 | Received email for the customer does not tell significant information about the Ticket | |
| HD-189 | Assign to should not change when changing the module | |
| HD-205 | To have default: Open Status | |
| HD-217 | change order of names appearing in Reporter | |
| HD-226 | tickets reported by me on customer side is not showing all | |
| HD-227 | when opening an attachment a blank screen appears. Eliminate blank screen | |
| HD-249 | Need to separate time stamp description with line breaks with import of tickets | |
| HD-250 | change script for Incident Type for Help Desk import | |
| HD-283 | Make Status read only on customer side when creating a ticket | |
| HD-284 | alignment is off when creating new ticket | |
| HD-285 | Eliminate Details box (send, save as draft, cancel) when creating new ticket | |
| HD-286 | Default Ticket Type to Support on new tickets | |
| HD-298 | Detach linked JIRA | |
| HD-299 | Ticket Number: | |
| HD-305 | move Create Ticket up to top of list | |
| HD-307 | Use User Name, instead of User ID for Assigned To: and Created By: | |
| HD-323 | Customer login - move Create Ticket up to top of list | |
| HD-345 | Add Itemid for Supported column of Products | Version field needed for automation | |
| HD-353 | Display User Name, instead of User ID when Assigning ticket to new user | |
| HD-363 | Default Value in the Send Test Email | |
| New Feature | HD-118 | Export Hours Worked |
Report Framework | ||
| Improvement | RPT-401 | Do not show the report archive message on certain reports like Check Reports. |
| RPT-415 | Changes on datasource should not clear the field list | |
| RPT-435 | Allow unique report name per module. | |
| RPT-445 | Allow multiple use of report company name | |
| RPT-448 | Allow duplicate report names but under a different report Group | |
| RPT-454 | Handle SQL SP as datasource of sunbreport when doing direct print | |
| RPT-508 | Can apply 2 datasource to a report | |
| RPT-510 | Missing dummy row on Options Manager screen after screen reload | |
| RPT-524 | Improve Cancel feature of TaskList | |
| New Feature | RPT-16 | Design Filter |
| RPT-18 | Shift to different report | |
| RPT-22 | Create reusable filter view. | |
| RPT-400 | Close the report preview from module code. | |
| RPT-419 | User notification if the Report being called from Menu doesn't exist | |
| RPT-455 | Capability to override subreport and assign more than one report to a sub report control | |
| RPT-456 | Feature that allows user to assign multiple subreport to a subreport control and use it by condition | |
| RPT-474 | Allow selection of printer in the Direct Printing option. | |
| Task | RPT-426 | Add Unit Test |
| RPT-431 | Change app.ID to app.UserId | |
| RPT-440 | Implement changes from Search module (Breaking all RPT filtering) | |
| RPT-442 | Update Report data for Help Desk. | |
| RPT-449 | Use all "And" operators in report setting is not working | |
| RPT-459 | Reports ERD | |
| RPT-460 | Report Data Dictionary | |
| RPT-472 | Point Reference to the resources\references path | |
| RPT-473 | Rename Server Side Projects | |
| RPT-478 | Hide Export and Import button on Report manager since its not yet implemented | |
| RPT-488 | Change the approach for using Report Designer and Direct Printing | |
| RPT-493 | Create Report Designer Installer (for manual installation) | |
| RPT-535 | Research if there is a way to enclose the data source columns with square brackets []? | |
Tank Management | ||
| Improvement | TM-183 | Additional Details on Sync Failed Form |
| TM-437 | Implement the new Required field validation standard | |
| TM-462 | Email notification during Dispatch and Cancel Dispatch process | |
| TM-561 | TM - i21 Help launched from Help button | |
| TM-573 | Obsolete Tank Size from Device Screen and Database | |
| TM-641 | Budget Customer Amount Due does not show up for Petrolac Customers | |
| TM-697 | Add the Print button on Close Reason, Work To Do Items, and Work Status screen | |
| TM-899 | Import TM For Delivery History | |
| TM-900 | General Import TM Event History | |
| TM-901 | Create Cobol Customer Key on tblTMCustomer | |
| TM-916 | General Conversion Improvements | |
| TM-917 | Conversion Error Logging Format | |
| TM-930 | Add TM Lease Starting Numbers to use in General Lease Import | |
| TM-931 | Add ability to Maintain TM Lease Starting Numbers | |
| TM-953 | Move Product to be a separate line on the Consumption Site Screen to allow for longer descriptions | |
| TM-965 | Location in Open Call Entries | |
| TM-978 | Call Entry Implement i21 Tax Calcs | |
| New Feature | TM-832 | General Import Utility of Consumption Sites for New Customers |
| TM-833 | General Import Utility of Devices for New Customers | |
| TM-834 | General Import Utility of Devices - Validation Error Logging | |
| TM-835 | General Import Utility of Sites - Validation Error Logging | |
| TM-911 | Import Leases | |
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