Web TimeSheet Release Notes

Version 8.8

Welcome to Version 8.8 of Web TimeSheet. These release notes provide information on:

• Features and enhancements new to this version

• How Web TimeSheet data will be migrated upon upgrade to this version

• Issues that have been fixed since the last release

• Version compatibility between Web TimeSheet, its Integration Managers and Web Resource

This document also includes release information for the following QuickBooks and Microsoft Project integration managers, which are compatible with this Web TimeSheet release:

• Integration Manager for QuickBooks Version 5.1

• Integration Manager for Microsoft Project Version 4.4

Table of Contents

• Web TimeSheet Version 8.8 Release Notes
  • New in Version 8.8
    • New in Both Editions of Web TimeSheet
    • New in the Project & Billing Edition
    • New in the Time & Attendance Edition
    • Migration Notes
  • Fixed in Version 8.8
    • Fixed in both editions of Web TimeSheet
    • Fixed in the Project & Billing Edition
    • Fixed in the Time & Attendance Edition
  • QuickBooks Integration Manager 5.1 Release Notes
    • New in Version 5.1
    • Fixed in Version 5.1
    • Intuit QuickBooks Version Compatibility
  • Microsoft Project Integration Manager 4.4 Release Notes
    • New in Version 4.4
    • Fixed in Version 4.4
    • Microsoft Project Version Compatibility

New in Version 8.8

The following new features are included in version 8.8 of Web TimeSheet.

New in Both Editions of Web TimeSheet

• Account Management Portal in Replicon hosted/SaaS Implementations

Administrators can now evaluate and purchase Web TimeSheet via an account management portal located within the Web TimeSheet application. Via this portal, you can evaluate Web TimeSheet, and then purchase the type of hosting plan best-suited to your organization – either a no-commitment Month-To-Month plan, or a cost-saving Contract plan. You can also use the portal to modify plan licensing and submit and view the status of your Replicon Support cases.

• License Seats will be Exceeded Notification in Replicon hosted/SaaS Implementations

If some of your license seats are about to expire, leaving you with more active users than seats, you will now be informed of this via Web TimeSheet’s new notification bar. A message will appear on the notification bar – which displays on all pages of the application – 15 days prior to license seat expiration, for users with access to the Seat Assignments page. The message will remain until the issue is resolved. In addition to the notification, a reminder e-mail will also be sent.

• Support for Internet Explorer 8.0

Web TimeSheet now supports use with the Internet Explorer 8.0 browser.

New in the Project & Billing Edition

• External User Time Off Approvals

In systems with both Project & Billing and Time & Attendance licenses, external users and project leaders may now be given permission to approve time off for employees working on their projects. This functionality may be useful if, for example, your employees work on client sites for extended periods of time, and clients therefore need the ability to approve time off taken by those employees. Providing your system has a Time & Attendance license, these users can approve time off even if they have not been assigned a Time & Attendance seat.

• Additional Project/Task User Defined Fields

Web TimeSheet now includes ten additional user defined fields for entering project and task related data. A total of 20 Project/Task user defined fields are now available.

• Web TimeSheet Integration Manager for QuickBooks Version 5.1

Version 5.1 of the QuickBooks integration manager can be downloaded from within Web TimeSheet version 8.8. See below for information on new features and fixes included in this release.

• Web TimeSheet Integration Manager for Microsoft Project Version 4.4

Version 4.4 of the Project integration manager can be downloaded from within Web TimeSheet version 8.8. See below for information on new features and fixes included in this release.

New in the Time & Attendance Edition

• Last Day of Month and Anniversary Day Accruals and Resets

Users can now set time off policy accruals and resets to occur on the 29^th, 30^th, and 31^st of the month, rather than the last day of the month. This option was updated to allow anniversary day accruals for users whose start date was on the 29^th, 30^th, or 31^st. Now, if the selected day does not occur in a month, the accrual or reset will occur on the last day of that month. For example, if you select 31^st as an accrual day, the accrual would occur on the 30^th of days with 30 days (April, June, September, etc.).

When creating sets of default policies based on the anniversary of the user’s start date, you can now set accruals and resets to occur on the day of the month of the user’s start date (the “Anniversary date”). For example, if a user started on March 3, you can now set monthly accruals to occur on the 3^rd of each month. This feature allows you to set up vacation policies based on an anniversary year.

• Option to select which Time Off Types display on the Calendar

Administrators can select whether time off bookings or entries for a given time off type display on time off calendars. This new system-level display setting can be configured for each time off type. Preventing time off that does not impact time off planning (for example, time off entered for breaks) from displaying on calendars helps keep the calendar interface uncluttered and user-friendly.

• Cell Level Comments for Time Off Entries

Users can now enter time off comments for each time off entry on their timesheet. This change gives users more options for entering comments, and makes the comment entry interface more intuitive.

• Time Off Booking User Defined Field Permissions

New permissions are now available that determine whether time off user defined fields display for the user when they are entering or booking time off. Similar permissions already exist for timesheets that specify for which users timesheet user defined fields display.

• Time Off Booking View Only Option

A view only mode is now available when viewing the time off booking page, and a view only permission is now available for accessing bookings. Approvers can still edit bookings by selecting the Edit button on the view-only page. This change makes the timesheet, expense sheet, and time off pages consistent.

• Ability to Calculate Bradford Factor in reports

A Bradford Factor (52 weeks) field is now available in the Time Off Balance report template (and the Time Off Balance and Time Off Liability default reports). The Bradford factor is used by human resources departments to monitor length and frequency of employee absences. The field is calculated for the 52 weeks preceding the As Of Date selected in the report, using the following formula: Bradford Factor = (# of instances of time off taken)² * (# days taken off), with an instance being a day off or a group of consecutive days off using the same time off type.

• Day of the week fields available in Time Off Reports

Fields that display the day of the week when employees took time off are now available in select time off reports. The day of the week for time off dates, and the start and end dates for time off entered or booked, can be set to display in reports based on the Time Off Details template (which includes the Time Off Details, Time Off Schedule, and Time Off Taken default reports). Human resources personnel can use these fields to track patterns in employee time off.

Migration Notes

The table below outlines how existing data will be migrated for those upgrading to Version 8.8.

Fixed in Version 8.8

The following issues are fixed in Version 8.8 of Web TimeSheet.

Fixed in both editions of Web TimeSheet

• A stack trace error no longer displays in the import engine log file when a user attempts to delete an item that cannot be deleted due to dependency constraints (for example, a project leader who is assigned to approve project hours). (67269)

• If a user submits a timesheet and then moves to a new department, and their new supervisor is prevented from viewing user’s original department due to hierarchy filtering, that supervisor can now successfully view and approve the user’s timesheet. (67452)

• The first and last names of the user who submitted the expense sheet are now available in the Expense is waiting for approval e-mail notification. (66181)

• All columns now display on the Expense Receipts window when one of the displayed expenses has a very long description (at or close to the maximum of 256 characters). (67411)

• Default permissions and approver types from the Project & Billing Edition no longer erroneously display in the Time & Attendance Edition. (66934)

• Fixed issue that prevented the Web Timesheet installer from checking that the destination database was empty before migrating data (moving data to the new database during upgrade). (67295)

• The logged in user is once again listed first in the drop down on the Switch User pop-up. (65387)

• Values entered into numeric user defined fields are now limited to a maximum of 9 digits, which prevents errors that occur when longer values are entered. (62168)

• New date formats, MM.DD.YY, MM.DD.YYYY, DD.MM.YY, and DD.MM.YYYY are now available in the user preferences. (68304)

• Fixed issue that caused a server error to occur when the user entered 10 users via Quick Add, enabled the Add More check box, and then selected Save. (67427)

• After saving an offline timesheet locally, users can now select the Send To Web TimeSheet, and then re-select it after the Send To Web TimeSheet window opens, without an error occurring. (67054)

• An error no longer occurs if a user’s additional department assignments are removed and then their primary department is changed. (66165)

• For those using Internet Explorer, improved performance of Add/Edit User pages when the following buttons are selected: Add Cost, Add Payroll, Add Hours Per Day, Add Overtime Rule, Add Validation Rule. (66188)

• An error no longer displays if the user clicks save after clicking Add Hours Per Day, Add Overtime Rule, or Add Validation Rule, but selects no option. (67412)

• If an approver edits a submitted expense sheet, then selects Cancel, an error no longer occurs, and the Generating Expense Sheet… page no longer hangs indefinitely. (68625)

Fixed in the Project & Billing Edition

• Disabled currencies are no longer erroneously available for use when assigning the default billing and project team rates to a new project, when entering cost and expense estimates, and when selecting a base currency. (57893)

• All defined Project user defined fields now display on the Manage Team Member page for all projects. (68350)

• Users are no longer erroneously allowed to assign someone belonging to their parent department as a supervisor (when adding via Quick Add) or as a project leader when hierarchy filtering is enabled, if using the pop-up window user list style. Therefore, an error no longer occurs when such a user is assigned. (67414, 67405)

Fixed in the Time & Attendance Edition

• If the user enters time off in the timesheet, and then clicks that newly-created entry in the time off calendar, an error is no longer logged. (67460)

• Project Leader is no longer erroneously included as an option in the Role drop-down on the Add/Edit Approver Type page. (67778)

• A tag that allows users to have requested time off display in hours, not days, is now available in the time off e-mail notifications. (67188)

• All Substitute User fields are now available in the Substitute User report in the Time & Attendance edition. (66285)

• Duration and End Balance values on the Time Off Approval page now display using the correct format. For example, 5.5 days no longer displays as 5:30. (67348)

• Fixed issue that caused inaccurate time off balance remaining values to display in the Time Off Calendar. Calendar values were based on the current day’s hours per day setting, which had changed since bookings were entered. (67830)

• Time off approval e-mail notifications are no longer erroneously sent when Holiday time off bookings are auto-generated. Bookings are created automatically when users choose to auto-populate time off calendars with their assigned holidays. (68446)

• The Timesheet Pivot report now displays time hours, in addition to time off hours, for users without a Project & Billing license. (66541, 67127)

• Fixed issue that caused too many decimals to display for overtime in the Time By Pay Code summary on the timesheet. (67011)

• Improved performance when scrolling or hovering the cursor on pages with a department hierarchy tree. (66817)

• An error no longer occurs when the user attempts to save a user profile for which certain time off fields are non-editable (read-only). (67377)

• The Task Code / Pay Code column is no longer erroneously available for Banked Time exports in the Timesheet Raw Data Export. (68326)

• For those using Internet Explorer 6.0, all policy option drop-downs under Default Policies for New Users on the Add/Edit Time Off Type page are now functional. (67333)

• Pay codes now display correctly for Regular Time, Double Time, Time Off and Over Time in the ADP Export report. (67988)

• An error no longer occurs if the user modifies a timecard, is inactive for a period longer than the system’s session timeout period, and then selects View Period Timecards. (67457)

• Improvements have been made regarding how time off policies are displayed. For example, if Maximum Balance and Overdraw options are not in use, they no longer display for each policy, or in Quick Add “Based On” and Mass Edit confirmation summaries, and time off type is now included in Mass Edit confirmation. (67093, 67196, 67306, 67164, 66891, 65750, 65751)

Web TimeSheet Integration Manager for QuickBooks Version 5.1 Release Notes

New in Version 5.1

The following new features are available in Version 5.1 of Web TimeSheet Integration Manager for QuickBooks:

• Support for Transfer of Time and Time Off to QuickBooks Payroll Timesheets

Web TimeSheet Integration Manager for QuickBooks can now be used to transfer time and time off data for inclusion on QuickBooks payroll timesheets. With the addition of this new functionality, all features from the 2.x QuickBooks integration stream – with the exception of “Client Invoice” transfers – are now available in the 5.x version stream (which is based on the 4.x versions). The Integration Manager has been renamed to reflect its broadened functionality.

• Ability to Save Configurations

You can now save your current configuration options, including field mappings, by exporting the settings to a .qbi file. If you later import that file, your system will update to use the saved settings.

• Ability to map Web TimeSheet Expense Code to QuickBooks Account/Item

Users can now map the Web TimeSheet Expense Code field to the Account/Item field in QuickBooks using the Vendor Bills Transfer Wizard.

Note: If you are using the 2.x stream of Web TimeSheet Integration Manager for QuickBooks for automatic client invoice generation, you should not convert to the 5.x stream, as it does not yet include client invoice functionality.

Fixed in Version 5.1

The following issues are fixed in Version 5.1 of Web TimeSheet Integration Manager for QuickBooks:

• Users without seat assignments for valid Integration Manager licenses are no longer erroneously able to connect to Web TimeSheet via the Integration Manager. (67764)

• In all date range fields, if a user enters a start date value that occurs after the existing end date value, the end date value will automatically adjust to match the start date value. (67287)

Intuit QuickBooks Version Compatibility

The following versions of Intuit QuickBooks are supported for use with Web TimeSheet version 8.8.

• QuickBooks Pro or Premier U.S. Edition 2009, 2008, 2007, or 2006

• QuickBooks Pro or Premier Canadian Edition 2009, 2008, 2007, or 2006 with latest patch

• QuickBooks Pro or Premier UK Edition 2008

• QuickBooks Enterprise Solutions U.S. Edition 9.0, 8.0, 7.0, 6.0, or 5.0

• QuickBooks Premier Canadian Multicurrency Edition

Note: About Multiple Currency Support

Although U.S. editions of QuickBooks 2009 support multiple currencies, due to a limitation in QuickBooks, transfer of multiple currencies via the integration manager is not supported for these editions.

Integration Manager for Microsoft Project Version 4.4 Release Notes

New in Version 4.4

• Support for Automatic Upgrades

The Web TimeSheet Integration Manager for Microsoft Project is now enabled for automatic upgrade to later versions. This means that, once you have manually installed the latest version (version 4.4), if you launch the Integration Manager and a compatible version higher than 4.4 is available, upgrade to that version will occur automatically.

Fixed in Version 4.4

The following issues are fixed in Version 4.4 of Web TimeSheet Integration Manager for Microsoft Project:

• The Integration Manager’s Wise installer has been replaced with a new InstallShield installer. The new installer can be used to install both the Server and Standard/Professional versions of the Integration Manager, and fixes some issues that existed with the old installer. (44687, 47806, 58421, 59389, 65115)

• Handling of settings storage, logging, and configuration files has been updated and standardized. These changes help prevent issues with registry access and file permissions in Vista, and ensure user selections are retained during upgrades.

• Users can now transfer a resource from Project to Web TimeSheet using a resource name formula that contains no separator characters (for example, $FirstName$LastName) without an error occurring. (67905)

• Fixed issue that caused users transferred from Web TimeSheet under a Windows Account (using a Windows Account <-> Login Name mapping) to erroneously appear under a Project Server account in Project Server. (67656)

Microsoft Project Version Compatibility

The following versions of Microsoft Project are supported for use with Web TimeSheet version 8.8:

• Standard 2002, 2003, 2007

• Professional 2002, 2003, 2007

• Server 2003, 2007

Replicon Product Version Compatibility

The table below outlines which versions of other Replicon products are compatible with Web TimeSheet version 8.8. To use these products with Web TimeSheet 8.8, you must upgrade to one of the versions listed.

Contacting Support

For further information on this release, contact Replicon Customer Support using one of the following methods:

Direct Phone: 403-262-6519 ext 3

Toll-Free Phone:

North America: 1-877-862-2519 Europe/New Zealand: 00-800-8622-5192 Australia: 0011-800-8622-5192

E-mail: support@replicon.com

Web-Based Form: www.replicon.com/Support/RequestHelp.aspx

Fax: 403-233-8046

Web TimeSheet Version 8.8 Release Notes
Copyright 2009 Replicon, Inc.