17 September 2020 | myHelp

Staff team validation: A new setting, ‘STAFF – Mandatory teams’ has been added to ARM Pro > Customisation > Settings. If this setting is enabled, all new staff will be required to be assigned to a team in ARM.

Report enhancements: Additional changes have been made to the ‘GENIUS Invoices + Claims Report’. When generating the report, the ‘Include product code + cost centre’ option has changed to ‘Include product information’. Enabling this option will display the price book and product descriptions, invoice dates and totals (including and excluding GST). Depending on the setting selected, the dates will display accordingly:
- ‘No’ – ‘From date’ and ‘To date’ is per invoice
- ‘Yes’ – ‘From date’ and ‘To date’ is per line item
LanternPay stated supports: The LanternPay engagement sync process now includes stated supports, meaning you no longer need to request plan updates via the client engagement page!

Dashboard updates: Comments underneath goal charts have been updated to save space on the dashboard. You can now also view more comments by using the arrow buttons or by adjusting how many display at once.

Validation changes: You are now required to enter a start date on or before the current date when adding a new GOMS session to a client. This ensures that GOMS sessions are not filled out preemptively, but are completed during or after session completion.

QTime cost centres: A new ‘Cost centre’ drop-down has been added to QTime schedules. When selected, the cost centre details will flow through to the ‘COST ALLOCATION’ area in the associated timesheet.

New report: A new report, ‘PocketWatch Timesheet Reconciliation Report’ is now available. This report displays timesheet, client and product information.