21.01.03
Release Notes
Last update: August 31, 2021
Enhancements
Product | Module/Program | Description | Reference | Idea Ref |
|---|---|---|---|---|
| atrieveFinance | Purchasing Card | When a cardholders calculated supervisor is overwritten a visual indicator now displays next to the cardholders name. | DNET-4833 | |
| atrieveFinance | Purchasing Card | A new Location constraint has been added in Role Based Security for Purchasing Cards that can be set for Location specific permissions, enabling you to grant an employee access to Purchasing Cards at a specified location, without first assigning the employee to that location in HR or creating an auth loc. | DNET-4826 | |
| atrieveFinance | Purchasing Card | Purchasing Cards setup has been enhanced with the ability to override a cardholders calculated supervisor. Once overwritten, the calculated supervisor will no longer receive notifications to review the cardholders transactions, and nor will the cardholder display in their list of subordinates. The Override Supervisor will receive the notifications to review the cardholders transactions and will be able to access their transactions from the subordinate transactions page. | DNET-3847 | |
| atrieveFinance | Purchasing Card | Location designated reviewers (i.e. Secretary/Office Clerk) are now able to route transactions to the cardholders supervisor(s) with one click of a button. A new permission has been added to Role Based Security that enables the user to invoke this action. | DNET-3766 |
Resolved Issues
Product | Module/Program | Description | Reference |
|---|---|---|---|
| atrieveFinance | Purchasing Card | If the logged in user has a Supervisor Override or is a calculated Supervisor then display all the cardholders as part of Search page result, where Statement and Employee dropdowns should be available | DNET-4925 |
| atrieveFinance | Purchasing Card | Pcard Invoice Page and Settings Page: Typing in lowercase letters under Payables Type Code field, will now be converted to upper case automatically | DNET-4430 |
| atrieveFinance | Purchasing Card | Adding a cardholder manually/import and then uploading a statement with newly added cardholder record, will now displays transactions properly | DNET-4728 |
| atrieveFinance | Purchasing Card | Resolved following issues with Purchasing card - Transaction Detail page, when "Use blank GL" option is used:
| DNET-4491 |
| atrieveFinance | Purchasing Card | Resolved issue with Pcard Import Settings - GL Import Setting: If a user is upgraded to new release version then value selected in earlier release will stay i.e. not get cleared off | DNET-4413 |
| atrieveFinance | Purchasing Card | GST Application Rate field will now be hidden from PCard Invoice Settings and Invoice Generation page | DNET-3873 |
| atrieveFinance | Purchasing Card | Purchasing Card: When generating invoice, if 'Vendor & Cardholder' is selected for Journal Entry Description field, then Vendor - Cardholder details would get displayed in atrieve web. Before fix Cardholder - Vendor details were getting displayed. | DNET-3937 |
| atrieveFinance | Purchasing Card | Resolved issue with Purchasing cardholder assignment import: When file has unmasked GL, after import GL will be now masked. Further importing cardholder transactions for cardholder assignment, will also not display any errors and GLs will be masked. | DNET-3899 |
| atrieveFinance | Purchasing Card | Resolved issue with Purchasing Card: When Validate Import panel gets displayed with vendor issues, assigning/creating vendors and then validating vendors again will now display 0 count i.e. vendor issues resolved | DNET-3027 |