QicWorks Change Log

QicWorks Change Log

Being an agile software application means that some times we need to make some changes to our application. Whether it is a patch to correct those nasty bugs, or a major deployment for new product enhancements and modules. So we have compiled a comprehensive list detailing our QicWorks journey to date.

Full List of QicWorks Changes

September 2021 


See the latest in QicWorks Innovation in our blog: QicWorks Global Release - September 2021

Deployment Date: 08.09.2021  

Patches  

  1. Correct open purchase order value when goods/services are purchased using a bulk purchase order
  2. Formatting change to remove status field and dark item header when converting Quote to pdf 
  3. Print button added to Timeclock time entries
  4. Formatting lines added to Shift Report create making it easier to identify who you are entering times for

August 2021 


See the latest in QicWorks Innovation in our blog: QicWorks Global Release - August 2021

Deployment Date: 31.08.2021  

Major developments  

  1. More flexibility when calculating WIP. Choose between using Total Job Value or Net Job Value, which removes overhead value from your Actual values.

Updates

  1. New warning in Time Approval is User has an Allowance assigned to them that they are not entitled to.


Deployment Date: 25.08.2021  

Major developments  

  1. Release of QicWorks Quote Enhancements including the ability to add Adhoc material items to quote (without saving them to Net/Billable Pricing tables,) Invoice from Quote and assign rounding differences to applicable financial categories (ie Resource, Material or Purchases)
  2. Ability to enter and show Item/Code, Quantity and Unit of Measure on Invoices (Load and Manual Line items)

Updates

  1. Standardisation of Quote, Invoice, Purchase Order, Expense, Delivery Docket and Bill item formats.

Patches  

  1. Set default expiry period to Never on Training Courses

Deployment Date: 23.08.2021  

Updates

  1. Beta release of Convert Quote to Invoice
  2. Document library now has thumbnail view

Patches  

  1. Minor bug fixes to QicWorks Quote
  2. Change to flow: Final invoice will close Job when Invoice has been released not on save.

Deployment Date: 12.08.2021  

Updates

  1. Remove Job number and description from pdf format of Purchase Order and Expense 
  2. Export functionality on Form Management and Submission tables

Patches  

  1. Fortnightly Payroll Approval - day view matches payroll period
  2. MYOB code change to enable Expense, Bill and Purchase Order push as Item or Service format

Deployment Date: 05.08.2021  

Updates

  1. Email configuration to send a copy of Quote emails to Quote file in Document Management Library
  2. Release of new layout for Document Management Library
  3. Process change to lock WBS down as soon as the Job has data linked to it ie time, forms, expenses etc.
  4. Coding release to prevent a WBS from being deactivated, if it has active jobs still assigned to it ie Jobs that are not Closed or Cancelled
  5. Warning change to highlight duplicate document numbers ie Job, Task, Invoice, Quote, Expense or Purchase Order numbers

Patches  

  1. Task Overview - Ability to type in search field to find/set new classification for that Resource 
  2. Correct bug with Billable hours not saving in Time Approval screen
  3. Hide Task>Resource Compliance menu item when Training module is not activated


July 2021 


See the latest in QicWorks Innovation in our blog: QicWorks Global Release - July 2021

Deployment Date: 23.07.2021  

Major developments  

  1. Beta release of our new Document Management Library

Updates

  1. Ability to push multiple paycodes ie 40hours at Ordinary Time plus 40hours at Casual Loading 25%

Patches  

  1. Timeclock crash when no job is selected with time entry


Deployment Date: 08.07.2021  

Updates

  1. Warning created to identify when a job has been created for Rates works, but Job's financials has value added as Quoted. If jobs are created this way Users are unable to invoice for the Quoted value using the Load Item function.

Patches  

  1. Set Add Note field on timesheet to auto show when adding second time entry
  2. Correct bug associated with calculating GST on a negative line item in invoice. 
  3. Correct bug in Task Compliance auto check/select for Supervisor's training data

Deployment Date: 07.07.2021  

Updates

  1. Updates to MYOB leave capabilities.

Patches  

  1. Decimal place formatting on reports when decimal place settings differ for quantity and financial.
  2. Add Job Name to Task Roster and remove Task Planner.
  3. Add Create New Quote button to Quote Management table.

June 2021 


See the latest in QicWorks Innovation in our blog: QicWorks Global Release June 2021

Deployment Date: 24.06.2021  

Updates

  1. Ability to preload description, unit of measure, unit cost and supplier based on materials code in Purchase Orders and Expenses.  These details are taken from your Nett Pricing Table.

Patches  

  1. Change in coding to create faster page loading when opening Expenses.

Deployment Date: 18.06.2021  

Updates

  1. Change in invoice flow. We noticed that some account owners were creating an unusually large number of zero value invoices. To rectify this we have now changed our invoice create flow so that your invoice number is now allocated when you save the document, instead of preloading.
  2. Reply to email address added to purchase orders, expenses, delivery dockets and invoices sent from your QicWorks account.
  3. Purchase order, Expense, Bill and Invoice table update to show documents that incurred errors when pushed. The 'green' successful tick will now highlight red when your push was unsuccessful.

Patches  

  1. Salutation not saving in Staff setup 


Deployment Date: 15.06.2021  

Updates

  1. Ability to select multiple dates instead of first and last date within the calendar for our Job & Task Rosters
  2. Updates to Quote v's Actual comparison report available within specific Job 
  3. Standardisation of creating new, assigning and booking Materials via Shift Report, Job Task and Net Pricing Table
  4. Moving default Tax Rates, Chart of Accounts, Markups and footer details from Accounts Settings to individual Organisation(s)
  5. Creation of a new report that compares job value and percentage complete with invoiced to date values. See:  View Status Report  for full details

Patches  

  1. Ability to pull Categories from MYOB and correction to duplication when pulling Tracking Categories from Xero.

May 2021 


See the latest in QicWorks Innovation in our blog:    QicWorks Global Release May 2021

Deployment Date: 31.05.2021  

Updates

  1. Core Product Quoting component updates including ability to create kits,  show or hide quote item details, ability to add once of purchase details to your quotes, as well as highlight which products or services are providing you with the most amount of profit.

Patches  

  1. Ability to backdate KPI targets

Deployment Date: 17.05.2021  

Updates

  1. Roster updates including the creation of teams for easy assignment in Job & Task Rosters, colour applied to non working or leave days for easy recognition

Patches  

  1. Improvements made to MYOB Item invoice push

Deployment Date: 11.05.2021  

Major developments  

  1. Beta release of our new Roster feature

Updates

  1. Changes to Cost Management menu items under Business>Settings for easier navigation

Patches  

  1. Minor filter/name sorting changes within Inventory Management module

Deployment Date: 06.05.2021  

Major developments  

  1. Deployment of New Business Dashboard and Business Matrix. Dashboards now detail job and business ledger data that has been captured at midnight ensuring historical accuracy. Note: Any changes made to data with an entry date >30days will not be updated on dashboards

Updates

  1. Ability to filter Job Management table by Job and Task tags
  2. Ability to set minimum order quantity values in Inventory 
  3. Roll up of Picking list items to make stock location and physical picking easier
  4. Standardisation of how negative values are shown throughout application ie negative values now highlighted by brackets

Patches  

  1. Code updates for timezone accuracy


April 2021 


See the latest in QicWorks Innovation in our   QicWorks Global Release April 2021

Deployment Date: 26.04.2021  

Patches  

  1. Leave Management - Bug identified and corrected where QicWorks was pulling incorrect leave balances from Xero.
  2. Leave Management - Changes to coding to leave as a total not by individual days.
  3. Payroll - QicWorks will no longer override pay templates in Xero, instead pushing only the data collected in QicWorks ie if phone or accommodation allowances set/captured in Xero, these will be unchanged when QicWorks pushes payroll.

Deployment Date: 21.04.2021  

Updates

  1. Minor updates to Inventory Management Module found during beta testing.
  2. Ability to show purchase order less committed values on Job financial bar. (Blue bar). Permission changes to blue financial bar in Job management so users can show/hide calculations as required. 

Deployment Date: 16.04.2021  

Major developments  

  1. Beta deployment of Inventory Management Module

Updates

  1. Remove ability to edit purchase orders, expenses or invoices when job has been closed. Instead Users will need to revert the job back to available or complete, and the document to draft status to be able to edit details.


March 2021 


See the latest in QicWorks Innovation in our   QicWorks Global Release March 2021

Deployment Date: 23.03.2021  

Updates

  1. HSEC Event Form updates
  2. Release of CRM module for beta testing

Patches  

  1. Style change to allow for Permissions to work post Google release
  2. Bug fix in Quantity decimal place selector causing issued with custom Departments and Task Template

Deployment Date: 13.03.2021  

Updates

  1. Removal of Purchase Order, Expense, Delivery Docket and Invoice Status on pdf of document.
  2. Further development within HSEC module for Beta testing

Patches  

  1. Bug correction on Push + New button for Expenses

Deployment Date: 01.03.2021  

Major developments  

  1. Auto save a copy of your completed digital form in it's Job folder, when the Job number is selected via the Job Dataset

Updates

  1. Release of new Time Approval warnings to highlight time inside time entries
  2. New UI to view HSEC and Shift Report images

Patches  

  1. Group timesheet audit - autofill flow, column alignment, load resource classification


February 2021 



See the latest in QicWorks Innovation in our  QicWorks Global Release February 2021

Deployment Date: 26.02.2021  

Patches  

  1. Update of Xero API for Paycodes

January 2021 


See the latest in QicWorks Innovation in our    QicWorks Global Release January 2021 

Deployment Date: 27.01.2021  

Major developments  

  1. Deployment of My Timesheet when account timekeeping is set as Duration
  2. Deployment of HSEC module for Beta testing.

Updates

  1. Streamlined flow when changing a Staff Members Classification ie edit opens on Resources name not the Resource table.

Patches  

  1. Bug identified and corrected to allow Users to enter 4 digit quantities ie accept comma format
  2. Bug identified and corrected to filter Payrules by Organisation when creating a New Task. (Logic added that Payrules must be allocated to an organisation.)
  3. Removal My Training from User's dashboards when Training module is not active

Deployment Date: 20.01.2021  

Major developments   

  1. Prepopulate markup on Purchase Orders and Expenses for Rates tasks, based on default account settings. (Markup for Purchase Orders and Expenses for Quoted tasks is set by Purchases for that WBS under the Job's financial settings.)

Updates  

  1. Ability to change Staff member's organisations. For full details see :   How can I change organisations for Staff Members?
  2. Added flexibility to be able to set your Quantity and Unit Cost fields to 2, 3 or 4 decimal points, independent of each other in Purchase Orders, Expenses, Bills, Invoices, Delivery dockets and creditor Credit Notes
  3. Flexibility to add new contacts (Supplier, Customer or Lead) on the fly when creating new Jobs, Purchase Orders and Expenses.

Patches  

  1. Show WBS reference number in internal information on your Purchase Orders, Expenses, Supplier Credit Notes, Delivery Dockets and Bills.

Deployment Date: 14.01.2021 

Major developments  

  1. Installation of QicWorks help videos on new accounts. Video panel will show on the first 4 logins.
  2. Beta deployment of QicWorks Partner Hub

Updates  

  1. Set permissions on ability to change Job Status on Job Management Table.
  2. Paycode filters show all pay categories within Staff members profiles
  3. Update to currency and VAT tax rates

Patches  

  1. Bug identified and corrected that was causing materials assigned and booked on tasks not to save

December 2020 


See the latest in QicWorks Innovation in our   QicWorks Global Release December 2020   

Deployment Date: 16.12.2020 

Major developments  

  1. System smarts to capture job ledger costings at midnight to allow for accurate reporting of historical data.
  2. Job Progress (Cost), Profit Report and Work In Progress (WIP) now able to report actual costs based on selected commitment value (ie Purchase order, Bill or Bill & Delivery Docket)

Updates

  1. Ability to create a Final Receipt of Purchase Order.
  2. Implementation of Purchase Order status: Draft, Issued, Receipt, Closed, Archived. Note: Closed removes the ability to add new bills, delivery dockets or credit notes to an order. Costs are still visible in Job Costings. Archived removes order costs from all financial reports.

Patches  

  1. Bug identified and corrected that caused Task Templates to delete when WBS Tree updated.

Deployment Date: 10.12.2020 

Updates  

  1. Release of Expediting Report (Use to track outstanding deliveries) and Committment Report (Compare Purchase Order values with Billed Values). Navigate to Business>Reports to access.
  2. Release of graphical representation of Task Categories - Cost & Time. Navigate to Job>Financials>Reports - Category Report and Category Timeline
  3. Alphabetically sort Earnings Rate under Staff>Payroll Details


Deployment Date: 08.12.2020 

Major developments  

  1. Ability to select when you wish to commit your Purchase Order values ie on Purchase Order Issue, based on Bill value or on Delivery Docket and/or Bill values.
  2. Ability to Archive Purchase Orders to remove them from all financial reports.
  3. Show and override (if required) WBS markup on Expense and Purchase Orders at line item level. Markup values now come from job setup, at WBS line item level. (under the Job's financial settings)
  4. Ability to remove billable cost from Purchase Order ie not on charge the Customer. Note: Removing the billable costs applies to all line items on the order. If you only need to remove the costs for only some of the items, you will need to create two (2) purchase orders.

Updates  

  1. Ability to filter Purchase Order management Table by Delivery Dockets, Bills and Credit Notes
  2. Layout change to allow for easier access to create Delivery Dockets, Bills and Credit Notes for Purchase Orders

Patches  

  1. Third Pay Code not pre-populating in Payroll Approval

Deployment Date: 02.12.2020 

Patches  

  • Fix filters on Business>Reports>Non-billable Hour report
  • Bug fix for pushing multiple week payroll to Xero
  • Data validation added so that date/time must be entered on Task Milestones

November 2020



See the latest in QicWorks Innovation in our  QicWorks Global Release November 2020  

Deployment Date: 30.11.2020 

Major developments  

  • WBS Cost Structure builder including the ability to upload template, system smarts to auto re-number nodes when dropped into position, as well as ability to mark WBS as active/inactive
  • Ability to create Task Categories to further filter Actual & Billable Reports, at Job or Task level.

Updates  

  • Abiliy to filter Time & Attendance table by report type
  • Save + new button added to Leave Request and Contacts
  • Removal of override tickbox for expiring documents on Create a Training Sessions
  • Addition of manual Complete for Training Sessions

Patches  

  • Fix bug on print icon to print Shift Reports, Invoices, Expenses and Credit Notes 

Deployment Date: 20.11.2020 

Major developments 

  • Templates - Process change so Templates can be created and edited before having to create a Job.
  • Templates - Ability to create Task Templates
  • Templates - Ability to create Job Templates and then attached existing Task Templates to it or create new Task

Updates 

  • Permission change to restrict access to Actual and Billable reports and totals. Can be set at account permission or individual permission levels

Patches 

  • Filter Job Management table by Organisation. Hide filter if account only has one organisation
  • Time approval now shows split time received from Shift Reports

Deployment Date: 10.11.2020

Major developments

  • Deployment of our interactive Payroll Approval to cater for fortnightly and monthly pay periods

Patches

  • Correction for departments to pre-populate on purchase orders and expenses

Deployment Date: 06.11.2020

Major developments

  • Ability to drill down in your Job's WBS report to view child node totals

Deployment Date: 04.11.2020

Major developments

  • More intuitive process for approving times outside of pay period, for closed jobs or if time has already been invoiced.
  • Comprehensive Edit Billable Costs report detailing when times, or amounts have been changed post invoicing.

Updates

  • Manual percentage complete calculation within Shift Reports, including order of precedence for calculating Job percent complete 

Patches

  • Ability to see Job number next to Task in Time Approval
  • Display percentage complete progress within Task Overview 

Deployment Date: 02.11.2020

Major developments

  • Ability to select which Invoice attachments you wish to push to your accounting software inc Purchase orders, delivery dockets, bills and expense  

Updates

  • Hide functionality so that users are unable to add billable stock or Ad-hoc materials on Tasks or Shift reports when the Task is quoted. (Materials that are to be on charged to the Customer can only be added to Rates Tasks.)
  • Purchase orders, expenses and invoice values can only be edited on the original document, not from within Edit Billable Costs.

October 2020



See the latest in QicWorks Innovation in our   QicWorks Global Release: October 2020 blog 

Deployment Date: 28.10.2020

Major developments

  • Invoicing - When Job number is selected QicWorks will create the invoice as a snapshot in time. This removes the ability for multiple users to create invoices for the same time and cost entries.
  • Invoicing - Ability to enter negative value to invoice and push to Xero

Updates

  • Release of new report to capture team emergency contacts by Job
  • Release of new report to capture Resource time by Job and Task
  • One click ability to change Task status from within View Task
  • Counter added to Dashboard Warnings
  • Percentage complete bar added to Tasks

Patches 

  • Remove clone invoice functionality
  • Display percentage complete progress within Task Overview 

Deployment Date: 21.10.2020

Major developments

  • Save + New and Push + New buttons throughout Business 
  • Ability to create delivery dockets for expenses. 
  • New UI to view credit notes and delivery dockets from within expenses and purchase orders.

Updates

  • View WBS paths for Expenses, Purchase Orders and Invoicing
  • Ability to select and pre-populate material descriptions when entering in the material's code

Patches

  • Timeline added to Task Planner for Week and Day view
  • Able to use {enter} within free text fields throughout the application

Deployment Date: 16.10.2020

Major developments

  • Task Planner configured to send automated notifications to Resources  
  • Billable hours report released 

Updates

  • Include expand/collapse panel in Job & Resource pool within Task Planner 
  • Ability to manually add costs to invoice and have them included in Billable reports