Atrieve 23.01.02
Release Notes Last Update: August 17, 2023
Remember to perform a browser cache refresh on your workstation after receiving the update to ensure optimal performance of new program functions.
New Features and Enhancements
Product | Module/Program | Description | Reference | Idea Ref |
|---|---|---|---|---|
Atrieve Finance | ||||
Atrieve Finance | PCard | In Purchasing Cards the Location summary page and the Subordinates summary pages have been enhanced to display the individual dollar amount totals for each cardholder in the summary transactions grid. | DNET-3901 | |
Atrieve Finance | PCard | The Purchasing Cards module has been enhanced to support the movement of a cardholder to a different location. Purchasing Card Administrators will now be able to set a cardholders assignment to inactive for a location that they are no longer actively assigned to. The cardholders transaction history will be retained for each location that they are assigned to over time, but the user interface for the cardholder and their supervisor, etc. will reflect only the employees current active assignment(s). | DNET-7511 | |
Atrieve Finance | PCard | The Purchasing Cards Invoice page has been enhanced to display the total statement dollar amount that will be invoiced once the Generate invoice button is clicked. | DNET-8873 | |
Resolved Issues
Product | Module/Program | Description | Reference | Idea Ref |
|---|---|---|---|---|
Atrieve Finance | ||||
Atrieve Finance | Journal Entry | Issue resolved in Journal Entry web where the following error is displayed when posting a batch “Could not insert: [Atrieve.Data Access.Entities…]” | DNET-8175 | |
Atrieve Finance | Journal Entry | Journal Entry - Append: After posting, reopening same batch will now not display added line in top grid. | DNET-8732 | |
Atrieve Finance | PCard | Issue resolved in Purchasing Cards where the Submit for Supervisor review button was enabled in error even though the required information was not fully entered on the details page and the user clicked the Close button rather than the Save button to return to the Summary page. | DNET-7148 | |
Atrieve Finance | PCard | Issue resolved in Purchasing Cards where the cardholder could save an invalid sub-ledger account on the cardholder transaction details page resulting in an error when the Administrator generates the invoice. | DNET-7832 | |
Atrieve Finance | PCard | Issue resolved in Purchasing Cards when using Partial ID or External ID as the unique identifier, the import only verified that the ID was unique and not the combination of ID and cardholder name, resulting in issues when the ID was incorrectly assigned to more than one cardholder. The import now verifies the combination of ID and cardholder name for uniqueness and will display an error on the import validation page so that the Administrator can correct the issue in Purchasing Card Settings, Cardholder Assignments. | DNET-9082 | |
Atrieve Finance | PCard | Deleting cardholder assignment will now work without any issues. | DNET-9083 | |
Atrieve Finance | PCard | Transaction Detail page: When copied or manually typed, if there are spaces before GL Account, spaces will be trimmed when clicked Update button. | DNET-10652 | |
Atrieve Finance | PCard | Issue resolved in Journal Entry and Purchasing Cards, where selecting a GL account with special characters in the description would result in an error. Users will now be able to select GL accounts with special characters in the description without error i.e. single quote or ampersand. | DNET-10756 | |
Atrieve Finance | PCard | Issue resolved in Purchasing Cards where cardholder transaction FIA details were not reflected in Atrieve Web Invoice Changes. | DNET-11351 | |