Release Notes for OfficeClip Suite – 2022

OfficeClip Suite Download

11.2.3 – Oct 08, 2022

1. Enhancement: Documents: Added ability to upload different types of files (previously only pdf, xlst, docx and zip files were possible)
2. Enhancement: Emails: Attachments can now be viewed inside the email application without need to download
3. Enhancement: Emails: Changed the position of the folder rename and delete buttons, now it is inside the folder frame
4. Enhancement: Timesheet: When exporting to IIF files for QuickBooks exports, provided a default payroll if not specified by OfficeClip
5. Bug Fix: Customer Portal: Fixed the help files of the customer portal
6. Bug Fix: Emails: Long IMap folder name can be saved now
7. Bug Fix: Emails: Fixed issues in Google and Microsoft 365 OAUTH2
8. Bug Fix: Emails: Images can now be added from the photo album for composing emails
9. Bug Fix: Tasks: Resolved issues for creation of Recurring tasks
10. Bug Fix: Timesheet: Removed the scrollbars from the details popups in the new timesheet screen

11.2.0 – Jul 22, 2022

1. Enhancement: Integration: QuickBooks IIF file is now made compatible to QB2022
2. Enhancement: Expenses: Implemented filter options in Expenses
3. Enhancement: Documents: Added paging in Documents module
4. Enhancement: Call Log (New app): Added New application (called Call Log) to log client’s phone calls
5. Enhancement: Tasks: Tasks >> View task >> Added option to set starred task inside task detail screen
6. Bug Fix: Contacts: Contacts with related info report was not tasks, events or notes
7. Bug Fix: Timesheet profile change email notification >> The field names were not showing properly
8. Bug Fix: Timesheet: Timesheet list screen was slow
9. Bug Fix: Timesheet: Timesheet detail report >> check in and checkout times were showing as “MMM dd, yyyy hh:mm tt” instead of actual date time
10. Bug Fix: Time Off: Time off >> New time off request >> Time now showing with correct time zone
11. Bug Fix: Customer Portal: Documents >> Drop Site >> Customer portal can now upload any documents
12. Bug Fix: Tasks: Task list render screen speed has been increased
13. Bug Fix: Calendar: Calendar >> Request appointment >> The email template for the Request appointment is now sending any link to approve Appointment requested by portal user
14. Bug Fix: Tasks: Tasks >> View Task >> New/Edit Estimate >> now allows upto 999 (previously it was 99)
15. Bug Fix: Calendar: Emails >> Request Appointment >> Enable Request Appointment >> A Blank Web request appointment box was showing >> Now fixed.
16. Bug Fix: Issue Tracker: Issue Tracker >> Issue List >> Filter >> Dropdown items were showing as All Cases, Starred Cases & Archived Cases changed them to All Issues, Starred Issues & Archived Issues respectively
17. Bug Fix: Issue Tracker: Issue Tracker >> View Issue >> Notes >> Notes Privacy settings is now fixed
18. Bug Fix: Tasks: Tasks >> View task >> Track Time – Show More button is now working properly
19. Bug Fix: Users: Users >> Edit user >> Add Department popup >> New department the Save & Cancel buttons were coming in two lines
20. Bug Fix: Timesheet: Timesheet >> Import Export >> Quickboks Fixed QuickBooks (with .iif file) >> import issue with the QuickBooks Enterprise 2022 is now fixed
21. Bug Fix: Tasks: Bug Fix: when we upload document inside tasks, it is now showing in history
22. Bug Fix: History: History >> Notes history >> Go To Note fixed issue with yellow screen error

11.1.10 – Apr 12, 2022

1. Enhancement: Campaigns: New feature to add events from View Projects >> Activities tab
2. Enhancement: Documents: Made loading time of email addresses fast in Email >> Compose Email >> To, Cc, BCc
3. Bug Fix: Contacts: Fixed issuees in Google Sync with contacts
4. Bug Fix: Documents: If we attached some documents In New or Edit screen of Timesheet or Expense or Event, the attached documents were lost on page refresh
5. Bug Fix: Projects: Projects >> View Project >> Activities tab >> assigned was showing numbers instead of assigned user name

11.1.2 – Jan 24, 2022

1. Enhancement: Campaigns: Campaign application now showing statistics (bounce, complaint, delivery, opened, clicked etc.) and detailed history of all emails.
2. Enhancement: Campaigns: Ability to deal with blocked and supression lists.
3. Enhancement: Customer Portal: Scheduling appointments via customer portal is enhanced
4. Enhancement: Customer Portal: Added new the look and feel of the customer portal new share screen
5. Enhancement: Documents: Document sharing now provides a way to refresh in the background. This will allow installed version users to sync documents with dropbox, onedrive etc.
6. Enhancement: General: Implemented 2-step verification for added security
7. Enhancement: General: Changed all stored datetime to UTC
8. Enhancement: Integration: Added New Integration application with about 15 integration that includes: Amazon SES, Google Forms, Paypal, Stripe, Google, Custom SMTP, Mailjet, Outlook, Quickbooks, SendGrid, SendInBlue, SocketLabs, Twilio, Wufoo, Zapier.
9. Enhancement: Invoices: Allow invoice items to accept negative numbers so that they can be used for adjustments
10. Enhancement: Tasks: Added regarding field in the new task screen.
11. Enhancement: Tasks: Merged the spent time and estimate time windows
12. Enhancement: Timesheets: Updated the administrator screens and modified integration with tasks
13. Bug Fix: Calendar: icalendar import from various sources is fixed
14. Bug Fix: Email: Issue tracker is now sending all emails via rules
15. Bug Fix: Calendar: Calendar is now putting correct event colors based on the classification
16. Bug Fix: Opportunities: Opportunities >> admin >> rules >> access rules >> run rules was throwing yellow screen error
17. Bug Fix: Invoices: invoice >> history >> total was not showing discounted amount
18. Bug Fix: Invoices: Invoice time was showing differently in Invoice list and edit invoice
19. Bug Fix: Reports: Fixed contact and account track time report
20. Bug Fix: General: Repositioned the toast messages for timesheet profile
21. Bug Fix: Time Off: Time off created events (all day) were showing wrong time in calendar
22. Bug Fix: Customer Portal: Fixed issue with the customer portal document share name showing as + 0 (if only one document is selected for share)
23. Bug Fix: Expenses: Even though selected few expenses and deleted.. the error message was showing asking user to delete again.
24. Bug Fix: Notes: History >> note history >> go to Note >> yellow screen is showing
25. Bug Fix: Emails: In some cases was unable to delete email account showing yellow screen error
26. Bug Fix: Customer Portal: Fixed the change password screen of the customer portal
27. Bug Fix: Projects: Allocate projects emails were not going for hosted customers
28. Bug Fix: Calendar: Google sync >> duplicate events are creating
29. Bug Fix: Invoice: Invoice >> payment screen >> by changing the payment type the address panel was not hiding
30. Bug Fix: Timesheet: The html part of comments column inside dcaa report (Timesheet) is removed…