Version 2.2.8 contains a few changes and enhancements to existing features and modules as outlined below.


Leaderboards

  • Reworked the Cash Out Leaderboard in an effort toward complete data consistency.  The Cash Out Leaderboard will now be identical, data-wise, to the Cash Out Report.  Prior to this update, they used separate functions to gather the data--they now use the same function.

Chipboard

  • Fixed an issue where clicking on the send out chips for non-AE users wouldn't display the list of send outs.


Placements Module

  • Contract Placements Feature
    This feature has been updated to include new details about the contract.  As shown in the figure below, users can now input the OT pay and bill rates.  Prior to this update, this data could not be stored in HA.
  • Invoice Due Notification
    This feature is related to the Cash Out Report and will send an automated reminder to all parties involved in a placement when the invoice is due but has not been paid.  This notification goes out once on the morning that the invoice is supposed to be paid.  
  • Payments Received on an Invoice
    When a payment is applied to an invoice it will now show on the invoice and reduce the balance due and original fee, if applicable, by the paid amount.  If there are multiple payments spread out over different dates, each will show on the invoice in date order.  Prior to this update there was no way to display payments on the invoice.
  • Cash In Entries
    There will now be a remaining amount displayed when entering cash on a permanent placement. This was added to the contract placements feature but until this update was not available on permanent placements.  As you enter an amount in the Cash In Amount field, the Amount Remaining will automatically calculate how much cash can still be applied.
  • Placement History Log
    The Placement History Log has been updated so that it will show more specific details about the activity taking place on a placement, as shown in the figure below.  Prior to this update, when cash was applied to a placement it did not specify anything in particular about how it was applied and/or to whom.  In addition, split details were not broken out in the history log but going forward they will be.
  • Fixed the Candidate Information area so that you can now save and validate the invoice without having the candidate's address completed.
  • Fixed an issue with the Invoice Preview where the Edit Invoice and Cancel Editing Invoice buttons would interchange making the Validate Invoice button disappear sometimes.  This issue has been resolved.



Reports Module

  • Placements Report
    The Placements Report has been updated to contain details regarding contract staffing placements such as the Average Bill Rate, Pay Rate and Direct Margin.  It also now breaks out the types of contractors (W-2, C2C or 1099).
  • Cash Out Report
    This report has been updated as part of our effort toward complete data consistency.  All of the information in the report, including the totals at the top, come from the same source of data and function.  Prior to this update, each of the totals was calculated separately from the report data which sometimes resulted in inconsistent data.  This has been resolved.
    • In addition, we have added a second color to cash out report items that are less than 10 days past due.  These items now display as orange.  Anything more than 10 days past due will be a deep red.  Previously, all items past due were a bright red on the report.