Date |
Request /New Feature |
Type |
Version |
| 5/15/2012 |
A new report that shows both the main task or form and detail sub-task history along with budget to actual totals by staff has been added.
|
New Feature |
10.1 |
| 5/9/2012 |
Added the ability to link engagements directly to client tasks making it more feasible to bill multiple tax engagements from within ImagineTime and improving the engagement budgeting process.
|
Client Request |
10.06 |
| 5/8/2012 |
For added convenience, you can now print report directly from the manage/edit deadlines screen using the current filter set. |
New Feature |
10.05 |
| 4/27/2012 |
New customizable pivot table graph to show staff and client production and realization.
|
New Feature |
10.05 |
| 4/27/2012 |
Added feature to prevent duplication of items when cloning due date items. |
New Feature |
10.05 |
| 4/27/2012 |
Added the ability to set master tasks and forms inactive removing them from selection lists. |
Client Request |
10.05 |
| 4/27/2012 |
Due Date Cloning has been streamlined and improved and can now be based on a default due date range instead of the due date year. |
Fix/Improvement |
10.05 |
| 4/27/2012 |
A new due date screen "Manage/Edit Deadlines" has been added that allows users to manage tasks in more detail using a split panel design. New tasks and forms are added on the panel at the left of the screen while viewing a tabular display of work assignments included in the current filter in a data panel on the right. The data panel can be used to navigate the record structure and to perform simple group edits. This new form is accessible from two places: from the main Calendar/Due Date ribbon or from the Client/Contact Management screen.
|
New Feature |
10.05 |
| 4/27/2012 |
VERSION #10 introduced FINISH-LINE, an optional workflow module, which allows for unlimited user-defined work phase descriptions and the ability to define work components (sub-tasks), for each main task or form. Sub-tasks can have separate budgets and staff assignments. You are no longer limited to a fixed series of status levels.
|
New Feature |
10.05 |
| 4/27/2012 |
In Version #10, with the introduction of optional workflow module called FINISH-LINE, workflow completion methods have been added to allow work to be tracked in either a hierarchical (one step follows another), or an independent workflow method - sub-tasks can be scheduled and performed linearly or in parallel or some mixture of the two.
|
New Feature |
10.05 |
| 4/27/2012 |
The new optional workflow module, called FINISH-LINE has a notifications screen to alert staff of current, overdue, and upcoming due date items.
|
New Feature |
10.05 |
| 4/27/2012 |
Added a quick extension feature to allow a filtered group of clients to be put on extension with one click. |
New Feature |
10.05 |
| 4/27/2012 |
Due Date permissions options have been added to allow the management of staff permissions in more extensive detail. |
Fix/Improvement |
10.05 |
| 4/27/2012 |
Using the new optional workflow module, FINISH-LINE, new reports have been added that track detail user-defined sub-task history, measure budget performance by staff and print lists of alerts and notifications.
|
New Feature |
10.05 |
| 4/27/2012 |
Status levels have been expanded to include electronic filing options. |
New Feature |
10.05 |
