2022 is a busy year for our team – TimeSite Pro

2022 is proving to be a busy year for our hard-working development team. Now that we have gotten over the worst of the end-of-financial year workload, this is a good opportunity to look back over the last few months and highlight some of the many initiatives we've undertaken.

Our Award Interpretation engine has received a lot of positive feedback from customers and partners. This has resulted in many improvements to the rules and how they can be applied to timesheet records. This includes duration rounding, targeting specific tasks and task types, adding and subtracting time, processing timesheet records with zero duration, and including rules information in reports. We now apply award rules automatically to timesheet records as they are added and amended. We have also improved auditing by highlighting timesheet records that have not been targeted by an award rule.

Our Timesheet Export feature has added many new capabilities, performance improvements and audit details. Xero integration now includes the ability to import Project details. We've substantially improved user, client, and project matching. The Integration Log shows additional and more useful information on any error conditions. Our integration with MYOB Advanced has also been upgraded with additional functionality to handle cost codes and sub-accounts, including linking cost codes to our sub-project capability. Finally, we have added the capability to interrogate your MYOB Advanced configuration to identify cost code, sub-account, and project accounting features. Contact our support team if you have any specific questions about our Import and Export capabilities.

Timesheet Approval is one of TimeSite Pro's most valuable features, and our records show that most of our customers use the Approval workflow. We have added several new capabilities to Approval and Authorisation, including additional status information on these screens. We've also added a new approval workflow called Timesheet Record Review to our suite of approval workflows: Timesheet Approval, Project Authorisation, and Expense Approval.

Timesheet Record Review enables your project managers, site supervisors, and team leaders to check individual timesheets at the end of a shift or the day to confirm the details recorded. They can mark that a record has been reviewed and is correct, and this status is displayed on the Approval screen. If the timesheet record is subsequently changed, then the Review flag is removed, and the timesheet approver can check this changed record more carefully before final approval is granted.

Finally, we've updated our iOS and Android apps to support the most recent versions of these mobile devices and operating systems, improving both performance and stability. We've introduced SSO support for AzureAD and Microsoft 365. The Roster screen has been improved with new ease-of-use and display functionality. We've improved our important Multiple Company feature making it much easier to use and adding Master Company functionality. A new system project template can be applied to imported projects improving your productivity in the Admin screen.

Here is a complete list of all updates made to TimeSite Pro over recent months. Please don't hesitate to contact us if you have any questions about these enhancements.

New Features and Enhancements

2022-04-14

Modifications to signalr to allow GPS logs to be stored via it - this is much quicker and more battery efficient.
Add the ability to target award processed time for allowances - i.e. allowances can be set only to apply when overtime 2.0 is generated.
Turn on colour coding in timesheet calendars for holidays, update calendar tooltips for holidays to be more informative.
Create a new field in the timesheet object to allow the mobile app to find timesheets that do not have an approver set.
Add copy last weekly timesheet to all timesheet screens.
Fix android GPS logging, i need to tidy up the presentation of this data on the dashboard.
Add the ability to import clients from Xero.
Resolve issues with importing clients from MYOB.
Resolve an issue with WIP reporting where it included non-billable time.
Resolve an issue with the user productivity utilisation report.
Look into changing emails sent via our noreply email address to present as on behalf of user@xxx.xx.
Add the ability to refresh user lists in the apps if users are changed in the web app - such as approver changes.
Ensure the unsubmit feature correctly logs who unsubmitted the timesheet.
Resolve issue for sites with multi companies setup not loading holiday lists for all companies.
Add Instructing solicitor fields to projects, enable via settings.
Expose instructing solicitor fields to invoice reports.
Ensure project code is exported as job code if the setting is enabled.
Add the ability to import users from Xero.
Add ability to specify a date range for finance charts in dashboard - 50% done.

2022-05-16

Add date selector to the Financial page in the dashboard.
Ensure the correct client is shown when printing invoices.
Add bank account details to the trust transaction screen for controlled money trusts.
Ensure new projects and sub-projects with managed by set creates an audit record backdated 1 year to ensure any timesheet records entered with dates before the project/sub-project were created get included in reports.
Ensure the only link users to projects where departments match the users works.
Modify the settings in the rates screen so you can select link options that conflict, also modify back end code to ensure conflict link conditions don’t get applied.
Allow the user to modify the change date for changes to the managed by field.
Modify trial balance trust report to exclude zero balance trusts.
Modify code that collects and processes holidays from Festivo, ensure the code treats subdivisions (states) correctly, previously it was getting a subdivision and created an all states record. Delete all holiday records and repopulate. Holiday lists are automatically updates once a month for all sites.
ensure auto-linking only links active projects and clients.
Ensure new projects have the correct auto-linking works.
Ensure the Users page in the Admin screen refreshes correctly when users are CRUD.
Ensure the project template page also responds correctly to CRUD.
Split the trust transaction new transaction button/screen into two:- new payment and new receipt.
Modify the transaction report to reflect the change above.
Add last 6 months and last 60 months to the date selector in the dashboard.
Add copy feature to pay rule items.

2022-05-20

Modify MYOB login process to work around the administrator account requiring a blank password.
Modify MYOB logging to show advanced log records as Adv Log:
Modify MYOB sync to enforce the system rounding setting, all amounts should be set to the prescribed decimal places.
Modify MYOB payment sync messaging when client is in timesite and not MYOB and attempt to transfer payment to MYOB.
Ensure imported clients are assigned to the default currency.
Ensure all invoice and tax amounts adhere to the decimal places setting.

2022-06-02

Add the ability to round time up to x minute interval to award rules.
Add ability to target individual rule items to records belonging to specific task types.
Ensure ALL code adheres to the round decimal places setting, there were a number of invoicing locations where the setting was not being applied.
Improve error handling when retrieving timesheet records, previously the approval and authorisation screens would sometimes fail due to unexpected values in a timesheet.
Resolve an issue with the report and print function within the approve screen.
Improve client/customer matching for the MYOB interface.
Improve the MYOB connection logic, hopefully resolve the login issue where the built in MYOB administrator user can have a password.
Improve error handling in the enquiry screen when an enquiry is run and it take longer than expected, a message is now shown instead of kicking user out.
Increase allowable run time for enquiry screen reports to 5 min.
Add the ability to import user cost rate updates via the importer.
to finish:- add ability to modify user bill rates via importer.
If user group is enabled ensure the value set in the create user screen is stored correctly for new users.

2022-06-07

improve the overall performance of the export screen when award engine is enabled
Ensure project deletion deletes the managerid audit records.
Adjust rounding to ensure all tax figures are rounded to the std setting plus two extra decimal places.
Ensure new user group, managed by and approver are all correctly set for new users.

2022-06-15

Modify the timesheet API to allow all timesheet records for a month to be downloaded
Ensure new projects created via the new client screen are created with the correct currency.
Update the email sending process to send emails using the on behalf of method when sending via the timesite server, If a different SMTP server is used then emails will be sent as usual.
Change all system sent emails to come from @timesitepro.com instead of @timesite.com.au.
Modify award rule engine to allow targeting of rule items to task types.
Modify the award rule engine to allow rule items to have a third working after rule set.
Ensure exported timesheets are not affected by award rule changes.
Resolve a rounding issue with invoices and timesheet items tax calculations.
Improve the data shown via the Audit screen.
Update the Android current version code.
Add more descriptive text to the email screen in settings.
Resolve overlap text issue in timesheet popup screen.
Ensure default terms, invoicing period are correctly applied to new clients.
Move can be manager and can be approver from user settings tab to the main user tab.

2022-06-24

Add Timesheet approval status to the authorise screen.
Add Export period and Export period anchor date to the settings in the Xero timesheet export process,, this allows us to have a different timesheet period than the export period - at this stage only for Xero.
Add a new setting to the company screen in settings, Remove from drop down list, move the master company checkbox from the features page to the company setup page.
Change the authorisation process, when all timesheet authorisations have been authorised the timesheet status is set to authorised - unless the timesheet status is already set to approved.
Modify allowance rules engine to ensure times outside of the worked between boundary are not included in the algorithm.
Change all timesite sending email addresses to noreply@timesitepro.com, remove all email@timesitepro.com instances.
Modify the logic that deems the visibility of the company drop down to ensure multi company, master company and remove from the list settings are all adhered to correctly.
Add apply settings and load next/previous record to the authorisation details screen.

2022-06-27

Add department as a dropdown to project item.
Add a setting to require a project item to be selected to save a timesheet record.

2022-07-06

Some of our API endpoints now support paging, Only GET endpoints are affected for the following entities:- TimesheetItem, Link and Task. These endpoints will continue to function as they currently do but now support paging via the new PageNo property, they will continue to operate without change until the 1 Aug 2022 at which time the page size stipulated for each endpoint will be enforced. Our API will be receiving over the next several months some more enhancements which may result in an upgrade to V2. Stay tuned.
We identified a security issue whereby a number of pages and screens could be accessed by someone with a valid login regardless of their security settings. This has been patched and is no longer possible. This bug could only be exploited by an active user account in your site, at no time was any external unauthorised access possible via this bug or any other. We have also added more system logging to identify user accounts who attempt to exploit or try to access portions of your site to which they have no access. These log records can be found in the System log in the settings screen.
All configuration setting changes are now tracked and logged. This information will in a future update be made available for review via the settings screen.
User activity within your site is now logged, this information will also be made available in a future update.
Regarding security, we run regular external scans of our servers to check for vulnerabilities and address them as is appropriate. We are also in discussions with a number of external security consultants with the view of bringing one on board to conduct regular external and internal audits of our overall security and systems. We take the guardianship of your data seriously and have and will continue to do everything possible to ensure its safety and integrity.

2022-07-17

Add the ability to get link records via the API
Implement paging in the GET methods for API calls to timesheets, Tasks and Links.
Implement auditing for changes to system settings, the audit table is not viewable via the UI - yet.
Increase timeout for GetInvoiceBillPay, the MYOB payments sync process was timing out.
Add Review feature, a reviewer can be set at the project or user level, project level takes precedence. There is a new security setting to give someone access to the review screen if they are not a reviewer. Enabling the review feature displays a new review column in all timesheet screens. If a user modifies a reviewed record it is set back to pending. The whole process and feature requires more testing.
Implement new user tracking, every user session and corresponding activity is now logged to the db. The user session includes IP address location etc. At this stage activity is only showing the screens accessed. This data is not yet available via the UI.
Modify award engine to allow allowances to be paid on a per record basis.
Change the default sending email address from noreply@timesitepro.com to email@timesitepro.com.
modify use.aspx to ensure it is secure both in its update process and in its access.
Ensure the timesheets in advance rule is applied to the copy last timesheet functions, previously it was not.
Ensure the task type option applies to allowance rules in the award engine.
Add the ability to send change password notices to both the users email and mobile if a mobile no is available.
modify the send email process to use send on behalf of in a move to improve the delivery of emails.
Modify MYOB Advanced to allow export of task cost centre data.
Ensure authorisation records are not created when they shouldn't be.
Ensure access to screens is restricted to users authorised to access screen.
Add code to all text and combo boxes in an attempt to stop the fucking stupid chrome auto fill.
Rename the Hours worked column in the authorisation screen to Total hours.
Improve the MYOB advanced connection code to notify user of any connection issues if they occur.
Log a users attempt to access any screen they do not have access to.
Resolve an error in the forecast page of the dashboard when not enough invoice data is available.
Ensure the enquiry screen adheres to a change of company in the settings or admin screens.
Change the name the GL Code field in the task entity to Cost Centre.
Remove the javascript logging of user activity to the use.aspx module.
Show the users email address and mobile numbers if available when mouse over the relevant icon in the messaging screen.
Improve screen refresh in the advanced export screen.
Remove the apply award button from the export screen, make this process automatic on screen load if required.
Resolve some screen refresh issues in the timesheet export screen.
Resolve an issue in the unprocessed page in the export screen where the checked column was not showing the checked status correctly.
Resolve an issue stopping the roster screen from opening.
Move the mobile registered devices page and the mobile settings into a new mobile menu in the settings screen.
Create a new security menu in the settings screen to become home to new security features soon to be released.
Re-instate the ability to show the start/end and break times in timesheet screens.
Tidy up the forgot password notification screen.

2022-07-21

Resolve some issues with the new code for the review process.
Resolve issue with new permission checking stopping the addition of tasks, project, clients via the timesheet screen.
Resolve permission access to the audit screen via the timesheet edit screen.
Resolve screen refresh issue in the timesheet export screen.
Change column heading in one column in the award rules engine screen.
Ensure the project items page in the projects screen adheres to the show active switch in the main project list screen.
Implement user grouping in the roster screens
Add ability to add roster entries via the timesheet screen.

2022-07-23

Add reviewer to tasks.
Display review status for whole timesheet in the approval screen.
Add option to filter review screen by reviewer.
Improve robustness of the roster screen.
Show the reviewer name in the review screen.
Add the ability to change the reviewer in the review screen.
Add colors to the review status text in the timesheet and approve screens.
Improve project screen error handling.

2022-07-25

When saving auto-clock records and the timesheet is already submitted, the save fails but the error message is not included.
When viewing approved/submitted timesheets, show status in the header.
Add a red "required" label to comment field if the task requires comment.
Automatically start the sync process when the app starts.
Remove the confirm cancel clock dialog.
Fix crash in network service.
Fix network monitor observer (this is the one that shows connection/disconnected in sync screen).
New notification indicator not shown in settings tile badge.
TimeSite Pro logo not shown in login screen.
Editing a non-time record now works correctly.
Fix overlapping text for custom fields.

2022-08-10

Modify rounding process for invoices to ensure we always round away from zero so 32.458 rounds to 32.46 instead of 32.45, rounding for 32.558 was always going to 32.56.
Resolve issue where system created more than one API key for use by signalr.
More code to improve the performance of the approval screen.
Only send authorisation required emails if the feature is turned on.
Convert user security model to use OWIN, this required an additional setting in all sites web.config file.
In the new security menu in the settings screen, show the session timeout period and indicate to the user this can be changed with Timesites assistance.
Increase timeout and provide a message in the bill rate screen when changing rates, some sites have over 1M records to adjust when bill rate changes are made.
Adjust MYOB customer matching to improve it.
Improve MYOB Advanced customer matching.
Improve user session recovery and logging.
Ensure auto logout on expired user session works correctly.
Add ability to use 365 logins, this can only be enabled with assistance from Timesite.
Add Azure AD signing feature to the new security page.
Move the SSO options for google and facebook to the new security page.
When 365 login is enabled, remove the password sections from the logout popup and the user screen.

2022-09-06

Add the ability to add/subtract time to records via the award rules engine.
Add the ability to stop all other login methods except 365.
Begin moving 365 enabling settings into the UI - Settings screen.
Add the ability to import Xero projects, we can not import xero tasks as they dont have task types.
Add the ability for all sub rule items to target specific task types.
Ensure SignalR system key always exists, auto create it if it is deleted, this key is required for the new app comms with the server.
Enable 365 login.
Create a new report for use in the award management screen, the report lists all timesheet records not covered by an award rule.
Add the ability to log all traffic to webservices methods, using a trace extension.
Improve the MYOB <-> Timesite customer matching algorithm.
Improve the Import screen, resolve issue where basic license shows myob accountright regardless of app selected.
Resolve refresh error in collect screen.
Add the ability for reports to filter based on taskname.
Resolve an issue where the integration log screen can depending on the log records only show a blanks screen.
Modify the award screen to not run the apply rules on every action - only on screen load, some cosmetic improvements to the screen.
Add text to subscription payment screen to stipulate visa/mc only .
Add show hide active sub projects to sub project screen.

2022-09-11

Implement change auditing on Introduced by, the same way we do it on managed by.
Add an option to account for Xero having projects enabled.
Add the ability to import projects from Xero.
Add an option to support tracking categories if enabled in Xero.
Update integration log to ensure non-company-specific records are shown, previously not all logs were displayed.
Update error message display in entire web app, now if there is more than one error message when an issue is identified, all messages will be shown.
Ensure any errors encountered when exporting to advanced are shown on screen, previously the errors flashed up then disappeared.
Resolve an issue with advanced timesheet export where the costcode value was not set correctly.
Improve matching robustness for advanced employees to timesite users.
Implement more code to ensure advanced sessions are logged out when finished with.
Ensure log on and off with advanced is logged correctly in the integration log.

2022-09-19

Add original start and end time column to the timesheet award export screen.
Add option to set an MYOB advanced default sub account.
Add option to set MYOB Adv default cost code.
Add ability for the award engine to process timesheet records with 0 hours.
Remove logging of mobile device online/offline.
Improve error logging for MYOB Adv.
Improve the project matching in MYOB Advanced.
Implement the advanced logging option for the MYOB adv timesheet export.
Change user matching in MYOB Adv <-> Timesite to be email based instead of name based.
Improve project matching, make case insensitive.
Add option to report engine to allow a report to request award rules be applied before report is generated.
Begin to add ability to select database type to restore.
Ensure the department drop down in the new user screen defaults to the first option.

2022-09-23

Add a new field to Sub projects: Cost code, this field is enabled via the features screen or by myob advanced.
Add new cost code field to the timesheet import api process.
Add feature to interrogate MYOB advanced to set the enable cost codes, enable sub accounts, enable project accounting features in timesite, when these features enable they are explained on the settings screens for export timesheets and export invoices.
Modify the messaging service to ensure code 0 and code 107 commands are always sent via push instead of signalr.
Modify workflow for approval emails, send them as soon as a timesheet is submitted, regardless of requirements to authorise.
Modify the logging and error messages for MYOB Advanced - they are more concise and useful now.
Notify user if MYOB Adv credentials are incorrect or the MYOB adv account is locked out.
Improve handling of Xero exports when Xero projects are enabled or disabled.
Add more options to the reload database/reset screen; the new databases exist but need to be configured.

2022-09-25

Add the ability to assign a Project item to a task, this option is enabled by a system setting. Once enabled and a project item is assigned to a task then that project item will only be available for use in a timesheet record if the task is selected. I have moved the sub project dropdown to be beneath the task drop down in the timesheet record screen. This feature is not yet enforced in the mobile apps.
Add a new system project template called .Import matching template, tasks configured in this template are used by the MYOB Advanced Task import process, if the task name matches one in the new template the templates task type is applied to the imported task.
Add ability to import MYOB Project cost budgets as project item records, this feature is contingent on cost codes being enabled in advanced.
Add option to disable the copy prev weekly timesheet feature.
Resolve an issue with the MYOB Advanced export invoice auto setup process.
Resolve an issue with opening a timesheet record by clicking a row in the review screen, now only the edit pencil will open the record.
Tidy up screen logic and layout for the timesheet export settings screen.