Release Notes

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Release 228

14 May 2023 | Added a stop-check to prevent the printing of proposals that do not have any phases. The user is notified of the need for phases. Added a stop-check to prevent the creation of consultant requests for consultants that do not have any phases. The user is notified of the need for phases.

Release 227

9 May 2024 | Fixed the fee billed calculation for NTE Hourly & Expense phases so that Pass-Thrus were included.

Release 226

17 March 2024 | We spent the last few weeks updating all the popup windows you interact with. It was a ton of work, so it has been a while since our last release. Please let us know your thoughts about the look and feel. Added user specific column sets so each user session will begin with the column set they were last viewing. Added a new download for Request Lines.

Release 225

17 March 2024 | We gave the Settings interface a big makeover. We added a setting to Auto Approve Requests when they are saved. We added two settings to Invoices: one to suppress notifications about fully billed phases and one to suppress notifications about available funds. We also addressed a couple of minor bugs that were brought to our attention.

Fixed Limited User Launch Issue

We did some renaming of items in the system. This included the target page that limited users land on when the system launches. So in an emergency patch that we pushed first thing Monday to fix this issue, we had a typo calling it the Detial Time Grid rather than the correct name of Detail Time Grid. One more interruption for users and a fresh push and limited users were finally able to log in.

Release 224

3 March 2024 | Major interface printing update of behind-the-scenes items to lighten the load for screen draws. Fixed a labor summary report issue for tertiary summaries. Broke the launch process for Limited Users. See next post.

Release 223

10 February 2024 | Added the ability to report on Labor and Expenses by Project Segment. Added Effect Profits Earned (Rate and Value) to Labor. Users and add these values to column sets for viewing, printing, and reporting. Added Staff hire and termination dates to their records under Settings. Updated the print layout for invoices moving the Project up to the right adjacent to the Bill To.

Release 222

30 January 2023 A few minor tweaks to release 221.

Release 221

27 January 2024 | We updated how record IDs are created when duplicating proposals and projects. If a record was a duplicate, of a duplicate, of a duplicate, of a duplicate, there was an issue with the ID exceeding the size limitation. We fixed a printing issue on time sheets where some of the footer labels were not visible.

Release 220

20 January 2024 ☞ FIXED!! Yeah, our update to allow filtering by Purchase Order inadvertently cleared your existing PO numbers rather than indexing them for searching - oops. Fortunately, every update is preceded by a backup, so we were able to retrieve the PO numbers. Added purchase order numbers to query panels for projects and invoices. Updated labor (labour) reports making additional space for value columns. We have updated the Labor (labour) list print page to show the proper billing ic...

Release 219

10 Jan 2023 | What happened overnight between the 10th and 11th? We were cleaning up styles that render your views. When we were working on the Labor Grid page, we inadvertently nudged the element that displays your hours out of the view area by one whole pixel. It is incredible how something so small can blow up our support mailbox 😛. Of course, if you can't view or record your time, it is a BIG deal. We have added an In•Out Board to track who is in or out of the office. If their return date...

Release 218

7 January 2023 | Added a new Query criteria to Contracts. You can query for all project with time to be billed. Updated the printing of invoices for projects with Retainers to always show the retainer summary regardless of whether or not the Retainer has been applied to the invoice. Fixed a layering issue that was preventing the toggle viewed records button from being clicked. Added enhancements to Resources. Now, the scheduled hours are compared to the remaining hours of the associated ph...

Release 217 | Merry Christmas

22 December 2023 | To save space in the navigation bar, we made Labor and Time mutually exclusive since they are basically the same thing. Labor exposes costs where Time does not. You can have one, but not the other. Pick your poison. See Access Groups. (https://basebuilders.ladesk.com/857262-Access-Groups) Companies and Contacts modules were consolidated under Address Book. SOV (Construction Cost) was moved under Projects. We made a minor update to the Contract detail page.

Release 216

9 December 2023 | Fixed a bug that was opening the incorrect record when attempting to print a related documents from either a Company or Contact. Revised the printing of invoices to further minimize page breaks and text alignment on fixed fee rows. Added Next and Previous buttons to the detail views. You will find them at the top of the list that shows the found records.

Release 215

3 December 2023 | Added a behind the scenes maintenance tool for time slips to ensure they have the needed info for pushing to QuickBooks. Updated the invoice printing to tighten things up with the hope of reducing 2-page + invoices.

Release 214

18 November 2023 | If you have Billing Notes on a contract when a new invoice is created, or an existing one is edited, you will see a notification of those notes - such as a reminder to check the PO number. The notes in the notification are editable, so you can update them if needed. Onfire Consulting (http://www.onfire.co.nz/#header), Waikato, New Zealand - you are welcome!

Release 213

11 November 2023 | QuickBooks Online Changes - We all know that Intuit has changed how Jobs now function as Sub-Customers. We are also aware of the issues this causes when receiving a payment applied across invoices from different projects. So we made a change. Projects will no longer be pushed to QBO. Only your Clients will push over as Customers. All invoices will be directly related to the Client/Customer. This will facilitate the pushing of income regardless of the number of invoices it ha...

Release 212

4 November 2023 | Fixed and annoying bug that prevented some individual time slips from being added to an invoice when doing them one by one. Added a decimal point to the print out on invoices so show billing percentages on fixed fee items. Fixed a bug that was hiding the sort arrows on phases when editing proposals. Fixed a few other non-critical bugs.

Release 211 (Click for Video)

7 October 2023 | Modified Time Slips so that slips with a Billing Rate less than or equal to zero CAN NOT be marked as billable regardless of the phase billing format. This primarily aims to accommodate surveying firms that bill by survey crew rather than individual staffers.

Release 210

29 September 2023 | Added a comments button to Requests so users can enter a detailed description on the Request that will push to QB. Maureen, you are welcome. Made modifications to the Contract's and Invoice's Settings interface to bring better clarity to the user.

Release 209

25 September 2023 | Added the ability to push Invoice Terms and Conditions out to projects. Made some behind-the-scenes improvements.

Release 208

16 September 2023 | Fixed an issue with adding master billing rates to Proposals. Fixed an issue with statement printing. Added new fields to ODBC connections. Updated the Project detail page. Made read-only notes copyable.

Release 207

9 September 2023 | Fixed the object layering on the Proposal edit window so phases can be re-ordered using the up and down arrows.

Release 206 (Happy Labor Day Weekend)

2 September 2023 | Added new transaction settings to the QuickBooks interface. Added Billing Status to available Labor download fields. Added some interface enhancements.

Release 205

12 August 2023 | We updated the methodology behind calculating the Prior Amount for Fixed Fee Invoice Line Items. We look at the Date and Time (using the time of day is new) that the Invoice record was created and add everything with an earlier Date and Time stamp. This stamp is a behind-the-scenes value that you can not modify. It is set the instant the invoice record is created. Changing the Invoice date will not affect these stamps or the Prior Amount calculations. We added the ability to I...

Release 204

5 August 2023 | Added Cost - Fee Burn to Contract Download columns/fields. Fixed a bug in the Extend function on Proposal filtering. Fixed a bug in the Jump function when going from Request to related Contract.

Release 203

29 July 2023 | Added an option to add sales tax to a Proposal. You will find the setting under Settings | Proposal Printing.

Release 202

22 July 2023 | Added Downloads to the Request module. Maureen (http://hkarchitects.com), you are welcome. Remember, download sets can be customized under Settings so you get only the columns you want. Added Downloads to the Payout module. Added Project Primary Staff to the Request filter.

Release 201

16 July 2023 | Updated Resources with Admin and Benefits views. John (https://www.jlarchs.com), you are welcome. Minor bug fixes.

Release 200

6 July 2023 | We fixed the Labor Report printing issue introduced in the last release. Things should be readable. When pushing records to QuickBooks, we added a filter that removes illegal characters from the names of companies and contracts.

QuickBooks Notification

We had to update some DNS routing and SSL certificates. This forced us to generate new desktop files for our users that push data into QuickBooks. If you are having any issues or did not receive your new file, give us a shout. +1 (775) 852-3000

Release 199 | 25 June 2023

Made new fields available to Labor Column Sets: Hours Regular, Hours Overtime, Hours Production, Hours Proposal, Hours Admin, and Hours Benefits. Made new fields available to Labor Download Sets: Hours Regular, Hours Overtime, Hours Production, Hours Proposal, Hours Admin, and Hours Benefits. Fixed a bug around saving new Docs and their linked profit center. Corrected a calculation of the PWP Liability.

Release 198 | 18 June 2023

Added new column set fields to Contracts and Invoices: Date of First Time Slip, Date of Last Time Slip, Days Since Last Slip. Dean (http://halpe.com), you are welcome. Updated Statement printing. Updated Time Slip display window when looking at linked time slips from Staff, Projects, Contracts, or Invoices.

Release 197 | 11 June 2023

Added week as a summary option for time and labor reporting. Fixed a bug relating to entering segment data on Proposals. Other miscellaneous bug fixes.

Release 196 | 3 June 2023

Added new fields to Phases - Expenses Billable and Expenses Nonbillable. These are available for Phase Column Sets, Downloads, and ODBC connections. Added new fields to Contracts - Expenses Billable and Expenses Nonbillable. These are available for Contract Column Sets, Downloads, and ODBC connections. Added new Time Slip settings to turn off auto-fills from prior Time Slips when creating new slips. Peter (http://onfire.co.nz), you are welcome.

Release 195 | 24/25 MAY 2023

Added download exports for income. Updated Phase Fees Billed calculations to include Pass-Thrus billed if the phase is set to NTE Hours & Expenses, NTE Expenses, or NTE Pass-Thru. This was a pain in the keister because one pass-thru line item on an invoice could include billings for multiple phases. Christina (https://nexusengineering.net), you are welcome. Updated the Labor filter with a new option - Do Not Bill. This is for time slips linked to an Hourly or Cost-Plus phase with the Bill Hour...

Release 194 | 6 May 2023

Behind-the-Scenes maintenance.

Release 193 | 30 April 2023

Behind-the-Scenes maintenance.

Release 192 | 12 April 2023

Minor code enhancements.

Release 191 | 8 April 2023

Added new available fields to Contract Column Sets - Billed Expenses, Pass-Thrus, Add-Ons, Discounts, and Write-Offs. These field values have also been added to the export/download process. Fixed an issue with Pass-Thru Requests losing their link to an invoice and put guardrails in place that should prevent future problems.

Release 190 | 4 April 2023

It was re-released with fixes.

Release 190 | 3 April 2023 - Rollback

We were just notified of some data and operational anomalies. Not knowing if the update ran on Sunday was the culprit, we decided to act over cautiously and roll back to pre-update. We realize that many of you may have lost new data entered this morning, and we sincerely apologize for that.

Release 190 | 2 April 2023

Added Time Slip comments to filter criteria making the comments searchable.

Release 189 | 25 March 2023

Fixed a bug that from release 188 was causing billed expenses and time slips to lose their link to the invoice if they were part of a multi-item line item such as an expense that rolls up or a billing rate with multiple time slips. This fix also corrected the affected expenses and time slips

Release 188 | 19 March 2023

Just a few minor bug fixes and an update to Rocket Billing™.

Release 187 | 4 March 2023

Fixed a bug that was preventing a project from being created from a proposal. Fixed a bug that was preventing duplicate project numbers after the user requested override. Modified the creation process for new proposals.

Release 186 | 25 February 2023

Updated Contract Income portal to sort with most recent on top. Fixed a footer printing issue found in Proposals and Logbook. Fixed a bug that was causing values to clear out from time slips, oops. Corrected a small printing issue with Logbook entries.

Release 185 | 18 February 2023

Added a move feature to Time Slips. Under the Labor module, unlocked Time Slips can be moved from one class (Project, Proposal, Admin, Benefit) to another. Added Invoice Line Items as an option when downloading invoices. Due to some complicated issues, we have abandoned the transactional statements and brought back the open invoice summary statements. The transactional statements may come back in our next-generation product. Updated Invoice Project Statement to print just an open invoice su...

Release 184 | 12 February 2023 (Happy Super Bowl Sunday)

All-new comprehensive statement printing for clients. You will find statements on the Invoice List view. Fixed a bug involving phone numbers and adding contacts from the address book picker. Fixed a bug that was affecting the batch closing of contracts. Fixed a bug that was affecting the re-ordering of consultant phases.

Release 183 | 8 February 2023

Fixed a bug related to projected billings for unbilled expenses and pass thru items. Restored the Plus (New Record) button to the Invoice detail view that we inadvertently obscured with the new Jump button. Fixed a bug related to expense descriptions during Rocket Billing. Fixed a bug related to tax calculations.

Release 182 | 5 February 2023

Fixed issues we introduced in Release 181 that forced the rollback to release 180. Updated Filter Algorithms for Time, Expenses, Invoices, Income, Requests, and Payouts that should have a positive impact on the time it takes to find records. This includes both the general interface and pages dedicated to QuickBooks. See release notes for Release 181 (https://basebuilders.ladesk.com/607922-Release-181--22-January-2023) Updated jumps that link from invoices to related contracts, time slips, exp...

Release 180 | Rollback 24 January 2023

We are not afraid to take a step back when necessary. Something in the last release is affecting performance in a big way. So we have rolled back and will work diligently to find the issue, make the appropriate corrections, and publish a new release.

Update 181.1 | 23 January 2023

APOLOGIES! If you worked with invoices on Monday, 23 January 2023, you were likely getting the spinning wheel of death. We believe we found the culprit, which is fixed in this update. We are working to make a company statement possible showing all billings and income. In this process, we made an error, and a ton of extra work was getting done.

Release 181 | 22 January 2023

Added project archiving. This will move the project and its related items from the active system to an archive location. Archived projects can be restored to active. Added the ability to set the number of annual hours worked for staffers. This is used to calculate the hourly rate of salaried employees. If left blank, 2080 is used as the default. Added the ability to relabel Phases to things such as Tasks or Work Orders. You will find this under contract settings. Added reporting on invoices ...

Release 180 | 18 December 2022

Fixed a display issue for the phase portal on invoices. Added customizable phase statuses. Almost completed project archiving, but it will have to wait until the next release.

Release 179 | 11 December 2022

Added Project Primary and Secondary staffers to the Invoice Detail view. Fixed some minor behind-the-scenes bugs. Added some foundational items needed for a planned release which will include the ability to archive projects.

Release 178 | 4 December 2022

Fixed the Expense Rocket Billing that we broke with changes we made on expenses to work well in the mobile interface. Updated the Contract Duplicate process to remove links to QuickBooks in the newly created contract. Fixed the labor reports to show the grand total.

Release 177 | 27 November 2022 - Mobile Access

Mobile Access: Time and Expenses in your pocket. Simply use the browser on your smartphone and log in as you normally would. We built a custom interface just for mobile devices. Staff Sort By: You can now enter a Sort By values that will be used when running reports sorted by staff. This is where you could enter their name as Last, First to have the report sorted by last name. This has replaced the former field know as Formal Name which was never used in the system.

Release 176.2 | 2 November 2022

Fixed an issue with Expenses that was introduced in the last release. Updated in 176.2 patch. Added Profit Centers as download columns for Labor.

Release 175 | 30 October 2022

Fixed the window size notice bugs introduced recently. Updated the project billing statement to include the current invoice if it is converted to Issued while printing. Major update to Cash vs. Accrual values on Phases for viewing, printing, reporting, and downloading.

Release 174 | 22 October 2022

Added a batch close-out button to the Contract list view. This will close out all of the Contracts (Projects) being viewed. Fixed a bug that was preventing the project, proposal, and admin item from being modified when editing a Document. Updated the Invoice printing so the lines are tighter together, which will get more rows per page. Not a huge difference, but we think it looks better. Updated how hidden records are displayed when using the Jump buttons to navigate to certain records, whi...

Release 173 | 16 October 2022

Updated statuses for Request: Pending, Approved for PassThru, Approved for Payout, and Paid. Updated time slip edit window to include the time slip notes in the picker. Fixed the issue that was allowing PassThurs to get invoiced a second time. Major behind-the-scenes updates and bug fixes. Thanks to all of you who have given us feedback.

Release 172 | 1 October 2022

We have expanded the billing formats for Phases. The new formats include Hourly & Expense NTE, Cost Plus & Expense NTE, Expenses NTE, and Pass Thru NTE. Billing Format Definitions (https://basebuilders.ladesk.com/526315-Phase-Billing-Formats) We have also updated the printing format for Proposals. They will look similar in format to your invoices. Updated the launch sequence, decreasing the launch time by about 20 percent. Session Data - as you use BaseBuilders, the system will store your v...

Release 171 | 18 September 2022

Updated how invoice line items get their sort values. Lingling (https://www.fluidity-design.com), you are welcome. Added staff as a filter option to hourly and cost plus time slip picker. Lingling (https://www.fluidity-design.com), you are welcome, again. Updated the invoice printing to handle large fixed fee values better. Added a hide option for the retainer summary that prints on invoices. There is a setting that gets applied to new contracts, and each contract can be modified under Terms....

Release 170 | 10 September 2022

Added sort options to project phases - check out the phase shift buttons. Fixed an NTE bug that was not including the current draft invoice when calculating the total amount billed due to the new Cash/Accrual settings recently introduced.

Release 169 | 3 September 2022 (Happy Labor Day Weekend)

Added print forms for Requests. Sanskruti (https://colimore.com), you are welcome. Added print forms for Payouts. Sanskruti (https://colimore.com), you are welcome.

Release 168 | 30 August 2022

Fixed a bug introduced in Release 166 that involved the new Phase Summaries. Thanks, Gracie (https://austincivil.com), for pointing this one out.

Release 167 | 29 August 2022

Fixed a couple of bugs introduced in release 166, including invoice status (Write-Off) and invoice filter by status.

Release 166 | 28 August 2022

Updated Docs to allow linking to Projects, Proposals, and Admin items. Fixed an issue around writing-off invoices and the status not properly updating. Ran a data-posting process to enable reporting on Consultants by Project or Company. Made an update to Phase Column Sets regarding Cash and Accrual viewing. Fixed a printing issue we introduced in Release 165 - OOPS.

Release 165 | 21 August 2022

Added Notes as an option when printing Time Slips from the list view. Added a setting to hide the email address of the contact when printing invoices. Kelly, you are welcome. (Settings-Invoice-Line Item Column Labels) Added Consultants as a list view with streamlined reporting under Contracts. Carol (https://www.greniereng.com), you are welcome. Did additional work on Cash vs. Accrual data viewing and reporting, particularly around phases and how their data is displayed.

Release 164 | 14 August 2022

Added Accrual Calculation options to Contract Settings. Updated how Customers, Jobs, and Vendors are pulled from QuickBooks to accommodate large counts of records better.

Release 163 | 8 August 2022

Another update to contract "By the Numbers" calculations. No un-issued invoices, Draft or Approved, will count towards what has been billed. This will affect WIP, profit, and other values. Yeah, we originally just removed draft invoices, but as we thought more about it and had some conversations with users, we decided to exclude approved as well since they have not been issued to the client. We put a limit of only one draft invoice per project in Release 162. However, a few of you gave push bac...

Release 162 | 25 July 2022 - More BIG Changes

Draft Invoices will no longer contribute to Contract billing values. Only Approved, Issued, or Paid Invoices will be counted as Contract values. Voided invoices have no value, so it is a moot point.

Release 161 | 17 July 2022 - Major Changes

Major changes to Invoice Statuses and Access Group permissions around these statuses. Added a batch update to the Invoice list view for changing invoice statuses. Updated Invoice permissions under Access Groups. Access these permissions by clicking on the radio buttons for Read Only, Edit, Delete. Added Void as an option for Issued invoices that have not yet received any payments. Updated Cost Plus invoicing to accommodate overtime. Kathy (http://mweainc.com), you are welcome.

Release 160 | 10 July 2022

Added Sort by Date to Income module. Added a batch update step to the Create PDFs process for Invoices when done from the list view. Users can update the status of the Invoices being processed to Issued.

Release 159 | 5 July 2022

Added a merge function to merge two projects (contracts) together. Adrian (https://www.johnsoncontrols.com), you are welcome. Added a merge function to merge two phases together. Adrian (https://www.johnsoncontrols.com), you are welcome. Added a new format to invoice terms for conditions such as Paid When Paid. Christina (http://nexusengineering.net), you are welcome. Updated the add Income process to add the newly created Income record to the set being viewed. Updated Invoice filter with ch...

Release 158 | 25 June 2022

Added Project Location to the Project Filter. Added Project Location to the available Project and Contract Download fields. Updated the Auto Linking functions with QuickBooks for Customers, Vendors, and Projects. Fix button display issues for new clients that do not yet have any records in certain modules.

Release 157 | 16 June 2022

Added Phase Start, Due, and Completed dates to Phase Column Set field options. Added Phase Start, Due, and Completed dates to Phase Download field options. Added Phase Column Sets to Invoice Edit Window for Fixed, Hourly, and Cost Plus phases so you can see the information that is important to you, not what we think is best. Kathy (http://waassoc.com), you are welcome. Updated Labor Filter to include an option to find Profit Center mismatches where the Profit Center of the Project does not ma...

Release 156 | 11 June 2022

Added maintenance to Master Billing Rates. Users can update Contract Billing Rates to match Master Billing Rates for either a set of Contracts being viewed or for all Contracts.

Release 155 | 5 June 2022

Added Invoice printing extras as a project by project setting that can be applied to existing projects or just to new projects as they are created. These will show on the Contract under the Terms sub-tab. Fixed a bug that was setting all new contract phases to Active regardless of the default setting on the MasterPhase from which it was created. Thanks, Kim (http://constantineengineering.com).

Release 154 | 28 May 2022 - Happy Memorial Day Weekend

Added Move-To-Top and Move-To-Bottom when reordering project phases. Cassie (http://trwengineering.com), you are welcome. Added a Push function to Resources that will push a scheduled item and all future items in a given row, out the specified number of weeks. Kim (http://constantineengineering.com), you are welcome. Added an Expense setting to default all new expenses as Billable. Kathy (http://waassoc.com), you are welcome

Release 153 | 22 May 2022

Updated Request Filtering with selectors for Balance, PassThru, and Pass Status. Updated Request Reporting with PassThru and Pass Status summaries. Fixed an issue in the address book picker around adding a company when one is selected. Fixed a printing error associated with the Contract list columns. Fixed a bug under Time involving filtering for benefits time by benefit name.

Release 152 | 15 May 2022

Updated invoices so that if a phase has changed to fixed-fee from another format, prior billed amounts under the other formats will count towards the prior amount billed when adding the fixed fee phase to an invoice. Previously it would only sum up amounts billed as fixed fee.

Release 151 | 8 May 2022

Added Project Billing Statement to Invoice detail view with a refresh button. Added functionality to deal with ghost/rogue invoice line items. Income and Retainers can now be applied to Draft and Approved invoices, not just Open invoices. Gracie (http://austincivil.com), you are welcome.

Release 150 | 24 April 2022

Added reporting to Proposals. Fixed a printing bug in Resources. Thanks, Todd (http://fluidity-design.com).

Release 149 | 17 April 2022 (Images)

Changed how the available staff list is generated when editing a project. Updated the Invoice PDF scripts to properly use the new print format with the project statement and summaries. Updated how Master Billing Rates are added to Contracts and Proposals. Added an Invoice link button to Labor Slips and Expenses that will show and link to the associated Invoice if the item has been billed.

Release 148 | 10 April 2022 (Images)

Updated all reporting printouts for better readability, clarity, and consistency. Added a General Setting to print reports with the current colored background or transparent. Added a new report option to Income. You can now print an itemized report of income line items. This is particularly useful if your clients pay multiple invoices with a single payment. Added Phone Number as an option when doing a Quick Add of a company record from the Address Book Picker. Haley (http://fisherarchitectu...

Release 147 - 3 April 2022 (Happy Birthday to Doug)

Added a PDF button to the Invoice detail page that will generate a downloadable PDF named with the invoice number. Heather, you are welcome. Added vendor column to Expense list. Kathy, you are welcome. Fixed a bug related to creating back-to-back proposals where the prior proposal gets overwritten rather than a new one being created. Thank you, Kim. To my friends at Landworks Studio - sorry we did not figure this out sooner. Fixed a bug related to consultant pay request taxes. Thank you, Heat...

Release 146 | 26 March 2022

Fixed a printing bug that could hide the client company name on the signature line of a proposal. Thanks, Brian. Project description and scope of work as been added under a tab on the project detail view. Kim, you are welcome. Fixed a bug that was not showing billable expenses or pass-thru items on a newly created invoice if the invoice was created from the invoicing module. Thanks, Vickie.

Release 145 | 20 March 2022

Fixed an invoice printing bug related to Add-On items. Thanks, Jeff. We enhanced Resource Scheduling with Role pages for view and printing. Amy, you are welcome. Added a setting to include metadata about the user and the time a report is run in the report's footer. Kim, you are welcome.

Release 144 | 14 March 2022

Added Milage as a filter flag for Labor. Chris, you are welcome. Updated a sorting flag so invoice summary by aging would sort the groups by age rather than the display value. Fixed a bug introduced in release 143 where Limited and Production users could not get to time slips.

Release 143 | 12 March 2022 (images)

Added a toggle to Master Expense Items to suppress adding a markup when invoicing. Thomas, you are welcome. Added settings for what description is entered for expenses on invoices - see Settings - Invoice - Line Item Column Labels. Lingling, you are welcome. Added an optional invoice number field to expenses to serve as the vendor's invoice number. It will push to QuickBooks. Jay, you are welcome. Fixed what we hope is the last bug related to Rocket Billing expenses. Sorry for all the t...

Release 142 | 5 March 2022

Added Roles to Resources which will enable you to schedule hours to Projects by Role when you are not yet sure who will be doing the work. Added a default setting under Contracts for using Cash or Accrual in the By The Numbers panel. You're welcome, Adrian. Modified the automatic invoice discount that gets applied when a phase is over-invoiced so it pauses and asks the user if they would like to add the discount. You're welcome, Matt & Monica. Added the ability to import Master Todo items int...

Release 141 | 28 February 2022

Fixed the master phases that were marked as Archive rather than Active. However, this changed all Master Phases so users may need to go in and archive old masters they are no longer using. Thanks Haley!

Release 140 | 27 February 2022 (images)

Added a feature to accrue billed expenses against the fee of the associated phase. You will find this setting on the edit phase card. Added new columns to Proposal column sets. Added a hide option for the Hourly and Cost Plus fee amounts and remainders when printing the Project Phase Summary on Invoices. Added a week selector to the Resource module when adding a Staff to a Project and vis versa. Fixed a column label display issue on Time Slip Grid. Thanks, Kegan! Fixed an add record butto...

Resource Scheduling How-To Video

Release 139 | 15 February 2022

Added Resource Schedule check box to the Project filter. This will restrict the filter to only projects with a scheduled resource for the six-week period being viewed. Fixed a bug related to Expense Rocket Billing for invoices.

Release 138 | 10 February 2022

Made some improvements to Resource Scheduling including the handling of repeating weeks.

Release 137 | 6 February 2022 | Resource Scheduling

Check out the new Resource module in the top navigation. We will be getting some additional documentation about this module out soon.

Release 136 | 29 January 2022

Added the list of consultants to proposal printing. Added a jump button from the Invoice list to Timeslips that will show all of the timeslips that were billed on any of the listed invoices. Added Invoice Purchase Oder to Labor download sets. Added Invoice Bill-To to Labor download sets. Added Invoice Ship-To to Labor download sets. Added Invoice Supplier to Labor download sets. Fixed a summary bug under phases lists and reports. Fixed a printing issue with proposal fee totals. Fixed a l...

Release 135 | 15 January 2022

Add Retainer Balance to contract filter Updated the list of invoices on the Contract Detail view to include applied retainer amounts in the Income column.

Release 134 | 10 January 2022

Fix a labor filter bug that was introduced in release 133 - just one letter on one line of code.

Release 133 | 9 January 2022

Added Regular and Overtime to the Labor filter. Fixed a bug affecting hourly Rocket Billing.

Release 132 | 4 January 2022

Fixed a bug introduced in Release 131 that broke the staff picker used to assign staff to projects.

Release 131 | 2 January 2022 - Happy New Year

Added a duplicate button to Contracts. Added a duplicate button to Proposals. Added a duplicate button to Documents. Added a help button to the navigation bar. Added Billing Type to Projects. You can filter on this value and add this as a column to column sets. This looks at the billing format of the phases to determine if the project is Fixed Fee, Hourly, Hourly NTE, Cost Plus, Cost Plus NTE, or Mixed. Added QuickBooks expense push functionality for non-project expenses linked to Proposals...

Release 130 | 20 December 2021

Fixed a printing issue of contract "By The Numbers" values when running a Project Report under labor that was introduced in release 129. Yeah, a little copy-paste action bit us in the butt. Thanks, Christina for pointing this out.

Release 129 | 18 December 2021

Fix a bug that was preventing Staff from being pushed to QuickBooks as Vendors. Added Fee Burn as an option for Contract Column Sets. Check out this article on Fee Burn (https://basebuilders.ladesk.com/015398-Fee-Burn). Added Net Multiplier and Net Multiplier minus Break Even to Contract By The Numbers dashboard. Added Net Multiplier, both cash & accrual, as options for Contrat Column Sets. Added Net Reveney, both cash & accrual, as options for Contract Column Sets. Created a new Contract C...

Release 128 | 5 December 2021

Nothing excited to announce in this release. We just did some behind-the-scenes work.

Release 127 | 27 November 2021

Added Invoices terms and conditions to available download fields. Added Column Totals to Invoice Project Billing Statement. Added Title to the aging portion of Project Billing Statement. Brought back two old desktop feature so Default Billing Rates and Default Activities can be assigned to users. Fix a bug where in some cases, transmittal items could not be added to transmittal documents.

Release 126 | 20 November 2021

Added a new Labor Report to summarize labor per employee as direct or overhead for a selected pay period. This is used when entering payroll journal entries into QuickBooks for those of you who wisely outsource your payroll. You will find a new button under Labor Reports called D vs OH. Changed Phase and Contract Profit Percentages to show as a percentage of Net Billings (Billings less Consultants). For Accrual Profits we are using the Accrued Liability rather than Consultant's Requests as thi...

Release 125 | 11 November 2021 - Happy Veterans Day

Added Status to Requests. Requests are now flagged as Pending, Approved, or Paid. You can modify your Request Column Sets to include the Status. Updated Request reporting to include summarize by Year and Status. Expanded the available space for Project Scope when printing Proposals. Added default terms for Requests. You can set this under Invoice Settings.

Release 124 | 7 November 2021

Added Project Billing Statements to Invoices - a statement of Invoices and Income with an aging summary included. Added Project Billing Summary to Invoices - a summary of the project Fees, Expenses, Pass-Thrus, Addons, and Discounts you have invoiced. Added Phase Summary to Invoices - a list of all the projects phases with their fees, amounts invoiced, and remainders. ** You can disable any of these three added items under Settings > Invoice > Billing Statement | Phase Summary. We u...

Release 123 | 30 October 2021 - Screen Shot

Added reporting to consultant payouts. Added an Invoice Jump button to Contract List. This will jump over to Invoices and show all the invoices for the list of Contracts being viewed.

Release 122 | 24 October 2021

Added reporting to consultant pay requests.

Release 121 | 21 October 2021

Hours by Activity and Hours by Staff were not updating when switching between projects on the Project detail view so we fixed the bug. When we removed the print button from the Timeslips grid for users that are only allowed to view their own time we went a little too far and removed it from their own timeslips as well as the timeslips of others. The Request filter under QuickBooks was not working right so we fixed it. Updated Logbook list printing.

Release 120 | 17 October 2021

Updated Labor itemized report printing. To help shorten reports and save paper we removed the leading header for each summary section. Let us know what you think as we plan to roll this out across other modules. Added reporting to the Income module. (Request and Payout reports are just around the corner) Added the ability to limit users to only have access to their own expenses. This is a mandatory limitation for limited users. Updated the timeslip viewing restriction to be mandatory for limi...

Release 119 | 10 October 2021- CLICK to view VIDEO

Added the Notes module complete with filtering and printing. You will need to update your Access Groups to give users access to Notes. Fixed a batch printing bug under the Labor grid. Fixed cash profits display to include applied retainers. Fixed profit percent of the net fee to display the correct percentage value on list views and reports. (We were showing profit as a percent of income rather than net fee - oops)

Release 118 | 4 October 2021

Fixed a bug that prevented users from being able to properly filter Projects using Segments. Fixed a bug involving Staff Benefits and their QuickBooks integration settings.

Release 117 | 2 October 2021

Just some minor cleanup. Nothing to get excited about.

Release 116 | 29 September 2021 - CLICK to view screenshots

Added contact email to invoice printouts. Fixed a couple of bugs involving printing of Docs. Updated Docs, Logbook, and Proposals with footer printing options. Check these out under Settings.

Release 115 | 25 September 2021 - CLICK to view VIDEO

Added phase editing to the Phase list view that was added in release 114. Added powerful new printing to both the Contract List and Detail views. From the list view, users can print the details of the filtered set of contracts with or without Timeslips. This is the same as selecting Project Report when running a Labor Report. Added 19 additional available columns to Phase Downloads including Project Segments. Fixed a bug in the invoice expense rocket regarding markups. Fixed a bug in the p...

Release 114 | 19 September 2021 - CLICK to view screenshots

Major update for Contract Phases... - Added Column Sets to Phases. These column sets will be used on both the Contract detail page and the new List page. - Added a list view for Phases. These will always be presented and summarized by Contract (Project). - When navigating from Contracts to Phases the list of phases will auto-update to match the phases for the filtered set of contracts. - Added filtering to the Phase list. - Added itemized reporting to the Phase list.

Release 113 | 11 September 2021

Enhanced contract billing notes and added project notes to the contract detail page. Did a complete rework of the Timeslip upload process. Project hour and labor budgets have been added to contract downloads.

Release 112 | 1 September 2021

Added Earned Value, WIP, and Liability to Phase Download columns. Updated Logbook entries to pull Fine Print notes from master items as was intended. Updated Mileage Expenses to automatically set the staff reimbursement to true. Added WIP, Billing Value, and Percent Billed to Phase Download options. Fixed a timeslips bug related to mileage. Added billing notes button as a pop over to the Contract detail page. Added Weekly as a pay period option so there are now three to choose from: Biweek...

Release 111 | 29 August 2021

Updated Docs to auto-populate the Profit Center (Office) to help eliminate the link being unfilled, causing print issues. Updated Logbook interface to properly display appropriate information. Updated Master Logbook data. Updated Contract liability calculations. Added batch PDF generation to Invoices - this is done with the PDF button on the Invoice list view. If a user batch process via the web interface they will be presented with a scrollable list of files to download. Each record has to ...

Release 110 | 21 August 2021

Updated Access for Limited and Production levels with a toggle to hide other user's timeslips. With this toggle enabled, assigned users will only be able to view their own timeslips. Added available funds to the edit invoice summary page. If there are funds available, users will be asked if they would like to apply funds when saving an invoice.

Release 109 | 15 August 2021

Added a Timeslip jump button on the list view of projects. This will jump to timeslips and show the related timeslips for the current list of projects being viewed. Added a Labor jump button on the list view of contracts. This will jump to labor and show the related timeslips for the current list of contracts being viewed. Added billing value as an available column under contracts for both column sets and downloads. Billing value is the product of hours worked times the associated billing rate...

Release 108 | 11 August 2021

Added phase exports from the project detail page. Users can export the phases for a single project or for all projects in the filtered set. Added project phase as a filter and reporting option for expenses.

Release 107 | 7 August 2021 | CLICK to view screenshots

Updated downloads for Invoices, Labor, and Contracts fixing some wrongly formated data and adding a few new columns. Added an info button to the Timeslip that will display the creation and modification metadata (who and when). Added close date for timeslips. Timeslips that predate the close date can not be edited except for comments and adding expenses such as mileage. Also, all new timeslips must postdate the close date.

Release 106 | 4 August 2021

Updated contract By The Numbers to show cash-based* profits using received income and payouts to consultants OR Accrual-based profits using amounts invoiced and PWP Liability to consultants. Updated contract column sets to include cash-based* profits and costs. Added watermarks to invoices when printing. *Cash-based is not connected to your payroll, therefore labor accrued is considered a cash-based cost.

Release 105 | 31 July 2021 | CLICK to view screenshots

PWP Liability - What?? Pay-When-Paid liability is money owed to others based upon what you have billed. These liabilities are owed to your consultants and are shown in several locations. You can add a liability column to your invoice column sets. You can also add liability columns to your contract column sets. Under the contracts detail page, you will find your liability in the By The Numbers pod along with the consultant tabs. You can even see your liabilities on a phase-by-phase basis on the p...

Release 104 | 25 July 2021 | CLICK to view screenshots

Added six data points as available columns to Contract Column Sets for Income (Receipts and Retainers). Two new data points were added for invoice column sets: Amount Sub Liability and Amount Net. Sub Liability is the corresponding amount of sub fees and pass-thru items that are billed on the invoice. Net is the total billings minus Sub Liability, how much you get to keep when the funds come in. Enabled the ability to delete master invoice terms.

Release 103 | 18 July 2021

Update to invoicing individual hourly and cost-plus phases. Fixed a few issues with printing docs. Fixed a bug with entering expenses from the contract. The list of phases to associate the expense with was not properly updating unless you messed with the filter.

Release 102 | 12 July 2021

Fixed a bug injected in release 101 involving the creation of new timeslips and attempting to change things like the activity.

Release 101 | 11 July 2021

Bug fixed involving billable and non-billable time slips. Updated QuickBooks integration to handle discount and add-on line items on invoices.

Release 100 | 30 June 2021

Fixed a bug that marked some fixed fee time slips as billable. Fixed a couple of bugs related to pushing invoices with the new NTE billing format to QuickBooks.

Release 99 | 26 June 2021

Added a clear button to unlink a phase from an invoice discount line item. Fixed a bug preventing the creation of proposal expenses. Added a close button to the timeslip comments popover on time and labor list views. Added consultant request percentage to contract column sets. Fixed a bug with new labor time slips displaying the incorrect proposal name. Updated contract filtering to work with projects that have no phases and/or empty fees on phases.

Release 98 | 23 June 2021 | CLICK for Images

Fixed several bugs related to the new NTE (Not To Exceed) phase invoicing, new features always seem to bring new issues. Fixed a bug related to creating new contracts. Added staff tags to timeslip filtering. Added timeslip comments popover to time and labor list views.

Release 97 | 22 June 2021 | REALLY BIG INVOICING NEWS

Invoices now have Addons. This allows you to invoice for anything you like such as interest. Invoices now have Discounts available. This is done without having to set up a special phase. Project Phases now can be set up as NTE (Not To Exceed) for Hourly and Cost Plus formats. If you use the Rocket Billing and your amounts billed exceed your NTE limit, a discount will automatically be applied. Fixed the bug that was causing the spinning wheel of death when adding time slips - whew.

Release 97 | 20 June 2021 | Not Quite Ready (Happy Father's Day)

We were hoping to get this release out over the weekend but it just didn't happen. We will be working hard to get it out as soon as we can.

Release 96 | 12 June 2021

Fixed a bug affecting project owners on proposals. Fixed a bug regarding the hourly phase billing flag on timeslips. Fixed a printing bug regarding hourly line items on invoices.

Release 95 | 9 June 2021 | CLICK for images

Updated Activities so they can be assigned to the different timeslip types - Project, Proposal, and Admin. Updated Timeslip Project picker to include the client name as a hover tooltip. Updated the Timeslip Grid to include the client name as a hover tooltip for Project and Proposal rows. Updated Invoice Print Column Settings so users can hide the percentage columns for fix fee line items. Fixed several drop-down menus that lost their available values.

Release 94 | 5 June 2021

Enhanced the Contract and Proposal edit wizards with a push all button for batch pushing Billing Rates. Updated Segments to allow for custom values is there is not a set of values entered under settings. Updated Staff Filter to have a dropdown list for the Profit Centers. Added Google Maps integration for Project Location (See Project Detail) Added percent column to invoice line items for fixed fee Prior and To Date amounts. This may cause too much crowding of invoice columns so give us some...

Release 93 | 31 May 2021 (Happy Memorial Day)

Added Project Area and Progress (percent compete) to Column Sets for both Projects and Contracts. Fixed a bug with Phase filtering when creating a new Timeslip. Fixed a bug in Hourly Rocket Billing™️. Fixed a bug associated with PassThru markup percentage calculation when changing the markup amount. Fixed a bug associated with saving and deleting PassThru line items on an Invoice. Fixed a Timeslip bug that was clearing out the selected Billing Rate when the Phase was selected. Fixed a Prop...

Release 92 | 18 May 2021

Made updates to the time entry process to improve performance.

Release 91 | 17 May 2021

Fixed timeslip bugs introduced in Release 90 :(

Release 90 | 16 May 2021

Fixed a bug that prevented timeslips from getting updated when the billing rate was changed on the timeslip. Modified how new timeslips are created to help mitigate the creating of incomplete time slips even if the user closes their browser prior to completing the time data entry.

Release 89 | 9 May 2021 (Happy Mother's Day)

There are some browsers that ignore our call to hide the scroll bar except when scrolling - auto-hide if you will. So we have reworked many of our layouts to move action buttons that are getting obscured by this behavior. Did some additional behind-the-scenes enhancements toward overall system performance.

Release 88 | 5 May 2021

Added a notification to Income Receipts that notifies a user if there are unpaid Consultant Requests that need some love. Added jump buttons to go from a Contract to linked Invoices and Income Payments/Retainers. Added jump buttons to go from a Contract to linked Cnsultant Requests and Payouts. Expanded ODBC access to include Project Segments. Expanded ODBC access to include Invoice Line Items. Updated the Contract Fee Summary to properly show the payment amounts of both the fee income rece...

Release 87 | 2 May 2021

Updated Project Earned Value for Hourly and Cost Plus phases to only include billable timeslips. This also rolls into WIP (Work In Progress). We did a rework on the Invoice Write Off process to better align with how QuickBooks Online prefers to see it, which is different than QuickBooks Desktop.

Release 86 | 28 April 2021

Fixed a bug with the fee display in the By the Numbers on Contracts. Added a new feature: Invoice Wright-Off. Now with a single click, users can write off the remaining balance of an invoice. You will find the Write-Off button on the Summary page of the invoice edit window.

Release 85 | 26 April 2021

Fixed a couple of embarrassing bugs introduced in Release 84

Release 84 | 24 April 2021

Added Invoice Number as an available column for Labor column sets - it is the invoice that the timeslip was billed on. Added Invoice Number as a report summary option for Labor Reports. Fixed a bug in the Invoice save process that was introduced in release 83. More backend work streamlining process to improve performance.

Release 83 | 18 April 2021

Modified how data gets posted to the data tables to help streamline the server data write and filter processes. We will continue this effort in future releases.

Release 82 | 15 April 2021

Well, while fixing one issue with Income pushing to QB, we broke another piece, so we fixed it here in this update - enjoy release 82.

Release 81 | 14 April 2021

Made several modifications to the integration with QuickBooks Online version. Fixed an issue with properly linking invoice line items with the correct item from QuickBooks when pushing invoices to QuickBooks - Desktop and Online versions.

Release 80 | 10 April 2021

Found and fixed another bug when pushing Request items to QuickBooks. It had to do with which project the request fell under when it landed in QB.

Release 79 | 3 April 2021 (our founder's birthday!)

Added Request number to the integration with QuickBooks. Fixed the tax pushing issue for Requests. Added a couple of business rules to ensure that both the Phase and the Billing Rate on a time-slip are assigned to the matching Project. Fixed the utilization summary on timesheets; benefit and proposal hours were not summarizing. Updated the Proposal save process to build and update the phase/fee list for printing.

Release 78 | 27 March 2021

Added a new Utilization report. Users can now report their staff utilization by either hours or labor cost. Enhanced the Time and Labor Grid views. Modified the Company and Contact edit popups.

Release 77 | 24 March 2021

Added row hover highlighting for time grid under Time and Labor. Fixed a bug that prevented the printing of utilization values on timesheets. Fixed a bug that was suppressing the display of consultant requested and remainder values.

Release 76 | 20 March 2021

Updated the Time Grid to allow users to view timeslips from other users. Other users' time is read-only under Time. Added a new list view for both Time and Labor that shows time summaries for the list of Staff being viewed. Added Tags to Staff. Fix a bug that was not updating popup menu items when Segments or Unit Ratios titles were modified. Fix a bug that was not pushing invoice tax to QuickBooks.

Release 75 | 13 March 2021

Added Notes field as an option for Labor downloads. Doubled the size of the notes field on itemized labor reports to accommodate wordy explanations. Fixed a bug that prevented the user from navigating from Project Phases to linked Time Slips. Billing Enhancement! When invoicing for in-house expenses such as plots and laser prints, users are charging a fixed price for these, so the expense markup, if any, should not be applied. Previously, all expenses had the default markup rate for the given...

Release 74 | 9 March 2021

Fixed a bug that locked up the system and prevented a user from selecting an alternate admin category when editing admin timeslips under Labor. Fixed a display issue on the Settings Download layout. Updated the import processing scripts to normalize errant data provided from the Excel import.

Release 73 | 7 March 2021

Added Reporting for Expenses. Added Downloading for Expenses. Added Downloading for Companies. Added Downloading for Contacts. Added Downloading for Projects and SOV. Updated the interface during the process of creating a new project from a proposal to better inform the user about the process and progress. Fix an issue that was preventing users from adding and editing time slip master activities under settings. Fixed an issue with hourly billing that caused line items to not always get cr...

Release 72 | 27 February 2021

Refactored interface to fit nicely on 1280w X 960h and higher resolution screens. Lower resolution screens are not supported, sorry.

Release 71 | 23 February 2021

Enabled the Cancel button when selecting an Activity for an Admin Timeslip. Added several help buttons linked to articles in the new and ever-growing knowledgebase.

Release 70 | 18 February 2021

Some behind-the-scenes performance enhancement and some minor bug fixes. Did some modifications to the QuickBooks Online integration.

Release 69 | 15 February 2021

Fixed a bug that was preventing the Invoice download from working properly. Fixed a bug that was preventing Invoices with Purchase Orders from pushing to QuickBooks.

Release 68 | 9 February 2021

Added reporting for Todo Items. Fixed a pair of items that were affecting the proper display of the Out of Balance warning shown on the Contract detail page. This warning notifies the user that the fees received are out of balance with the fees paid out to consultants. Fixed the Clear button on the Vendor Picker used when entering an expense (including mileage) on a Time Slip. Fixed a bug affecting the deletion of Expense records when editing from a Time Slip. Fixed the display navigation fo...

Release 67 | 6 February 2021

Major overhaul to QuickBooks integration. See below.* Added a pay rate column to the Staff List View. Added Invoice Number, Project Client, and Project Owner as available fields when downloading Labor Time Slips. Added the ability to close out a project and have the phase updated and closed. Updated launch sequence that sets dates for time filtering. * We use a third-party plugin to share data with QuickBooks Desktop and Online. In the good old days, we had to call plugin functions via a se...

Release 66 | 31 January 2021

Added Export Downloads for the following modules (more modules to come): - Contracts - Invoices - Labor Users will configure and save named downloads with available data fields of their choosing so they get exactly what they are looking for.

Release 65 | 26 January 2021

Fixed a bug in the Timeslips Maintenance Routine for toggling the billable flag. Built the framework for doing data dumps to accommodate moves from our platform to another. Fixed a bug with Time Summary Reports.

Release 64 | 23 January 2021

Modified the QuickBooks push scripts to accommodate for latency issues that we believe might be causing push errors. Fixed a bug that failed to toggle the Mileage button when editing a Master Expense if it was marked as your Master Mileage item. Fixed the broken pointer that allowed the download of the importing Excel templates.

Release 63 | 18 January 2021

Fixed the timeslip list view that we broke in Release 62. Modified the launch script to filter fewer timeslips. Modified the labor filter with the hope of performance improvements.

Release 62 | 16 January 2021

Moved the Log Out Button to the left end of the navigation bar making it easier to bounce back and forth between settings and the application without accidentally logging out. Modified data verification to better handle desktop-to-cloud migrations. Corrected a display issue on the Invoice list view. Corrected an issue with labor cost getting posted to time slips. Further enhanced the time slip maintenance process to perform faster.

Release 61 | 12 January 2021

Fixed a bug that involved entering expense - Particularly Timeslip Mileage. Updated some behind-the-scenes processes to streamline performance.

Release 60 | 10 January 2021

Reworked the Billing Rocket to enhance performance and user experience. Reworked Timeslip Maintenance to enhance performance and user experience. Fixed a bug in the Company Filter process.

Release 59 | 6 January 2021

Fix a bug related to creating consultant payouts.

Release 58 | 3 January 2021

Added Reporting to the following areas: - Contract List - Project List - SOV List - Timeslips List (Blue) Fixed a bug with phone number auto-formatting. Added Company Discipline | Category to Settings so users can create their own custom set of items for the popup menu when editing companies.

Release 57 | 27 December 2020

Fixed bugs in the QuickBooks Integration Corrected an issue with the posting of Consultant Requests and Payouts to the contract summary.

Release 56 | 23 December 2020

Added Ratios to Contract Lists. Updated starting found records for Timeslips.

Release 1 thru 55

These were early builds during our Alpha and early Beta testing. There was nothing to report to our audience.