Build 294

• Invoice and Bills added to Global Search
• Added custom word translation for invoices
• Finance Master Approval Mode added
• Bulk Creation page added
• Added Work Order ID and Container Number to Accounts page
• Setting for Bill Validation Tolerance added

Build 293

• Registration Number added to Entities
• Invoice Exchange Rate date option added
• Added option to mark Invoice as paid
• Upgraded to VS2022

Build 292

• Exchange Rates changed to daily rates
• Option to back-date invoice before pro-forma/approval
• Update Base currency amounts on change of exchange rate of Invoice or Bill
• Validations/Actions added on Work Order Service/Workflow Change
• Derived Exchange rate displayed on Invoices, Credit Notes and Bills
• Added Entity Data filter on Entities page
• Added dangerous SQL Injection checks on SQL fields

Build 291

• Multi-language Translation Cache added
• Invoice Account display option added
• Added Invoice Preview function
• Add option to modify Bill Number, Date and Due Date
• Exchange Rate modification by SysAdmins
• Added Shipment ID to Global Search
• Dossier number FTP Import for Velogic

Build 290

• Finance Actions added to Validation/Actions
• Taxes enabled in Finance Estimates
• Actuals linked to Estimates
• Added Local Name to Account Masters
• Added Services to Allowed Accounts in Workflow Definition
• Remarks added to Invoice
• Exchange Rate added to Invoice & Bills
• Detailed Change Log for object updates

Build 289

• Added Customer filter in Event Calendar
• Added Tax Amount in Bills
• Popup pages WO, Finance, Invoice, Bill made responsive
• Show full list of services when creating WO or changing services
• Invoice Back-dating Implemented
• Account Export function on Shipment Finance page
• Asset Detail Work Order Tab Export option added

Build 288

• Added permission to change Credit Days for invoice
• Negative Revenue validation added
• Proforma/Final setting added for Invoice Templates
• Invoice Reversal Implemented
• Added option to reject Job Closing request
• Added Subject/Message when emailing form
• Fixed sorting issue on Invoices page
• Added account filter on Shipment Finance page
• Added Quick Edit function for Accounts
• Added "Allow Negative Revenue" setting for Companies

Build 287

• KPIs linked to services
• Selection of accounts when adding to Bill
• Added Table view for Finance Masters
• Selection of WO when adding accounts "For WO"

Build 286

• Allow Entity Data for multiple entity types
• Modify Country Taxes
• My Reports page changed to include all reports where user is recipient
• Comments added for Finance Action
• Taxes added for Allowed Accounts in Workflow
• Deletion checkboxes added for Actuals
• Services tab added on Workflow Definition
• Partial Revenue Recognition date removed
• Revenue Recognition Date made editable
• Finance Notifications enabled under Company setting

Build 285

• Action retry possible for Event/Data actions
• Country Taxes to include Finance Code
• Default Account Taxes based on Country Taxes
• Add Taxes only as per Country Tax Rates

Build 284

• Maximum Exchange Rate Age property added for Companies
• Exchange Rates Excel Import added
• Full Deletion of Shipment added
• WO Documents split between WO and B/L
• Validation functions added for Shipment Finance Actions
• Advanced Reports & Query Reports added for external users 
• 24-Month Trend graph added on Customer home page 
• Nested Work Order table within Shipments table on Customer Shipments page
• SysAdmins can now clear Invoice/Bill sync errors

Build 283

• Data Fields can be made "required" to close WO
• Date/Time picker Updated with Quick-Select options
• Comments added to Shipment Finance Page
• WO Documents linked to Document Checklist
• Search Name/Code added to Admin menu
• Document Request Functionality added
• Get Exchange Rate functionality added on non-base currency

Build 282

• Description added on Event/Data
• Subtype added for Invoice Forms
• Header field "Container Type" renamed to "Load Type"
• Added filter for Events/Data on the Details page
• Auto-refresh control changed to a button
• Document Count option added when sending Documents by Event/Data action
• Query Parameters to allow empty/Null values
• Dynamic pages can be linked to user roles 
• Cancellation reason required for canceling work order
• @UserID parameter added to Query Report for manual generation
• RAG Numbers added for Dashboards
• Customer Portal redesigned with Bootstrap 5 and Master Page

Build 281

• Added option to update Container Type for multiple containers via Shipment page.
• All workflows with multi-company finance capability
• Depot List & Query Report filters retained
• Invoice Unit and Subtotal settings added to Company and Invoice
• Account Category selection added when adding accounts in workflow
• Entity edit page converted to full page view

Build 280

• Re-design of the main menu
• Entity edit changed to full screen
• Offices renamed to Companies
• Entity approval system implemented
• Added Margin settings for forms
• Added default pages for users
• Added Audit Log on B/L level as well as export function
• Address field added to Depots

Change Log Restarted

 After internal re-consideration, it has been decided to re-start the TrakIT Change Log.