Defect 989679: This issue occurred when you were using a database that did not use multicurrency and did not require transactions dates to be within the current fiscal year. If you set up options in Saved Options on the Revenue Generation form and then used those saved options, the transaction date for transaction entries incorrectly displayed as the date on which you saved the options.

Description 1289773: On the Invoice Creation tab of the Batch Billing form, if you selected options, clicked the Save Current Options link, and then ran a project search, the saved options were not displayed in the project search.

Defect 1276838: When you downloaded an invoice for editing (Other Actions » Download for Editing on the Interactive Billing form) and edited the invoice using Microsoft Word or RTF, the Billing backup report and supporting documents were not included.

Defect 1293585: This issue applies if you log on to Vantagepoint using the Francais (Canadian), Francais (France), or Germany (German) language. In Interactive Billing, when you updated the dates in Billing Session Options for a project with unbilled transactions and you submitted an invoice for approval, the following occurred: The invoice preview in Draft Invoice Approvals showed the correct invoice dates, but the dates in the Billing Session Options now incorrectly showed a date that was a day earlier than what you originally entered.

Defect 1295790: In Interactive Billing, when you opened a project with unbilled transactions and you clicked Other Actions » Download to Edit, the Edit Invoice As field on the Edit Invoice dialog box incorrectly had a 1 instead of Rich Text Format (RTF) in the drop-down list.

Defect 1297222: This issue applies for projects with Percent Complete by Phase, as Fixed Amount selected as the Fee Method in Billing Terms when you use billing phases and categories and revenue categories. In Interactive Billing, after you accepted an invoice for the project, the Prior Fee Billing amount on the Fees tab was not updated with the invoice amount; it remained 0. The Current Fee amount should have displayed 0, but it incorrectly displayed the amount that you just billed. If you do not use revenue categories, the Prior Fee Billing amount was overstated, and the Current Fee amount was incorrectly updated as a negative amount.

Defect 1298237: When you attempted to print an invoice, you received an error message: "Index (zero based) must be greater than or equal to zero and less than the size of the argument list."

Defect 1290603: When you, as an invoice submitter, made changes to an invoice in Interactive Billing, the changes were not reflected on draft invoices in Billing » Invoice Approvals. This problem occurred when you did the following:

• In Interactive Billing, you (as a submitter) assigned an invoice number and selected Other Actions » Download for Editing.

• You edited the invoice in Microsoft Word, saved it as a PDF, and then uploaded the edited invoice.

• On the Invoice Preview tab of the Draft Invoice Approvals form (Billing » Invoice Approvals » Open in Draft Invoices), the approver clicked the Download button to view the draft invoice.

Defect 1291278: When you manually matched imported bank records on the Import tab of the Bank Reconciliation form, it did not mark the entries as Cleared on the Payments tab as expected.

Defect 1282065: On the Employee Payments form, when you processed a payment run and an employee's expense total balance was negative, the employee was not displayed in the Employee Balances grid for the payment run. However, if you cross checked the employee's expenses by clicking Other Actions » Employee Ledger Report and then selecting the Unpaid Expense Reports check box in the Reporting Amounts section on the Options tab, you could see that there was an unpaid expense for that employee.

Defect 1291566: When you unposted a voided employee check, the voucher was not marked as paid in Expense Report and enabled for payment again in Employee Payments, as expected.

Defect 1295877: When you selected a vendor with a large number of vouchers to pay and then, on the Select Voucher to Pay dialog box selected the check box to pay all the vouchers, you received a blocking or deadlock error.

Defect 1279975: On the Budget tab of the General Ledger Budget form, if you selected all the accounts in the Budget grid and then selected the Copy Amounts option in the Other Actions drop-down list, when you tried to copy the Income Statement or Balance Sheet into either a new or an existing General Ledger Budget, no amounts were displayed.

Defect 1279293: If you entered the Australian (AUS) phone format in Settings » Labels & List » List » Phones Format, it did not work and you received an error message stating that the phone number entered had too few numbers.

Defect 1279317: When you imported activity records from the desktop application and tried to change any field in one of the imported records, an unexpected error occurred.

Defect 1282362: When you added a new contact record but did not own the CRM module, the contact record saved but you received an error message: "You do not have access."

Defect 1257105: When you exported information from the Employees hub, the column header for Home Company exported as Home Office, and the column header for Work Phone exported as Work.

Defect 1291546: On the Accounting tab of the Employees form, the Labor Category field in the Job Cost section defaulted to zero even when zero was an invalid labor category.

Defect 1276064: When a firm was in use as a client, you could not select, or remove the selection for, the Client option if there was an associated contact.

Defect 1278308: On the Overview tab of the Firms form, users without access rights to the Accounting module could not delete addresses for a firm record, even if the Accounting module was not installed.

Defect 1300973: In List View, if you had an Admin security role but no access to CRM, you were not able to select an existing firm. This occurred when the Available to option was set to CRM Users (and no other group) on the Overview tab in the Firms hub. In order to access these firms, you also had to be given access to CRM via role security.

Defect 1295450: On the Supporting Document dialog box of the Voucher Review form, attached supporting documents for voucher records were not displayed in the Associated Documents grid. This occurred even if supporting documents were attached to the voucher records, as specified on the Supporting Document dialog box of the AP Vouchers form.

Defect 1284766: In the list view of the Marketing Campaigns form, an error occurred when you tried to switch to the detail view. The error prevented the detail view from displaying.

Defect 1263854: When you clicked the Edit Project Structure icon and clicked on a project to expand and show other projects on lower WBS levels, you were unable to view the entire project structure. Sometimes, the structure showed briefly and then disappeared completely. This occurred if project names did not fit the dialog box.

Defect 1289091: This issue occurred if you selected Settings » Workflow » User-Initiated Workflows and created a workflow in the Projects area that updated a project field when a project record is changed. When you opened the project in List view and made a change to the project record, the field that should have been affected by the change was not updated.

Defect 1283279: Some fields in the Labor grid on the Labor tab should have been read-only, but they were editable. The only fields that should have been editable are Status (depending your security role's access rights) and Comments.

Defect 1288984: In Draft Invoice Approvals, when you tried to update fees and the fee method had billing phases, you received a "You do not have rights to update this record" error message. This occurred even though you had record access rights to update Percent Complete in Billing Terms (Settings » Security » Roles on the Record Access tab).

Defect 1277424: When you upgraded to Vantagepoint 3.0 or later from Vision, total planned hours for assignments in Vision project plans were correct in Vantagepoint after the upgrade, but the hours were not spread correctly across calendar periods.

Defect 1283607: When you opened the Vantagepoint browser application in Google Chrome and worked on project plans, some rows were misaligned. Because of this, you sometimes entered project details in the wrong rows.

Defect 1289085: When a resource record was not part of a baseline and had no planned or job-to-date (JTD) hours, you could not delete the record.

Defect 1280332: On the Competition Tab in the Projects hub, the Paste as Plain Text tool was not working when you tried to paste plain text into the Competition Notes field. As a result, when you ran the Project List report, the HTML tags displayed in place of plain text in the Competition Notes column on the report.

Defect 1274267: This issue occurred when you configured a user initiated workflow (in Settings » Workflow » User Initiated Workflows) for a user-defined hub. When you set up the user-initiated workflow to revert an existing value to a previous value for a field, the field did not immediately display the previous value when you saved the changes. You had to manually go to a different form and then return to the User Initiated Workflow form to display the previous value in the affected field.

Defect 1285923: After upgrading to Vantagepoint 3.x, WebApp users could not access VantagePoint CRM and received the following error: "There is no row at position 0."

Defect 798925: An expense report with a total amount below $1000 dollars incorrectly required an approval because the approval workflow condition checked the Total Amount column, which has different currencies, instead of checking the Total Payment Amount column.

Defect 1295514: When you set My Action Required to None, you could view Timesheet and Expense Report records for which you did not have appropriate access rights.

Defect 1293260: This issue occurred when you logged in with the English/International language. On the Properties dialog box that displays when you edit column properties on the Dashpart Designer form, the following color selection fields were not displaying correctly for columns with conditional cell formatting:

• Text Colour

• Background

Defect 1297909: If you selected a user defined memo field to display in a table dashpart, the dashpart incorrectly displayed HTML code for that field. This occurred for records in which you made formatting changes to the contents of the user defined memo field.

Defect 1136728: This issue occurred in the Time Frame Options section on the Options tab of the Timesheet Audit Detail Report. The width of the Starting and Ending date fields affected the display of the period options; those with long names displayed on more than one line in the drop-down list.

Defect 1210683: If you created a Full Name user-defined field and then ran a favorite list report that had pre-selected sorting and grouping, when you tried to change the sorting and grouping to the Name column, the report reverted to the original Full Name sorting value.

Defect 1268187: When you deleted a global calculated field on the Calculated Fields form (Settings » General » Calculated Fields), the deleted global calculated field was not removed from reports that referenced it.

Defect 1278464: On the Options tab of the AR Statement report, if you added a row in the Margins & Images grid and manually selected the check box before you selected the image, Vantagepoint did not save the check box selection. As a result, when you ran the report, the image did not display on the report.

Defect 1279886: On the Columns and Groups tab, when you added Custom Budget and Custom Actual/ Budget fields to the Profit Planning Monitor report, no future accounting periods were displayed on the report. Instead, only the most recently opened accounting period was displayed.

Defect 1281343: When you opened the favorite report options and tried to save the changes, Vantagepoint created another favorite report with the same name instead of saving the changes.

Defect 1283030: On the CRM Project Summary report, when you updated the Column Widths for the user defined sections of the report and saved your changes, Vantagepoint reverted the column widths to zero when you ran the report.

Defect 1285911: When you generated an Accounts Receivable Statement report, the Statement Totals section was not included in the printed report.

Defect 1289950: On the Reports tab for the Project List report, the Select Search list did not show the project searches in which you had only view access to lower project levels, but no view access to the top-level project. However, these same project searches appeared in Select Search on the Projects form (Hubs » Projects » Project) and via the Advanced Search feature.

Defect 1291174: If you assigned resources at the labor code level in a project plan, the Project Planning Schedule report did not display the resources. They should have been displayed under the lowest-level elements of the project work breakdown structure.

Defect 1291181: If you assigned resources at the labor code level in a project plan, the Project Planning Analysis report did not display the resources. They should have been displayed under the lowest-level project work breakdown structure elements.

Description 1291550: When you ran a Project Hit Rate report, Vantagepoint duplicated the results of each WBS level shown on the report.

Defect 1293950: On the Account Analysis report, when you clicked a hyperlink to drill down, you received the following error "Server Error in '/Vantagepoint30/Reporting'Application."

Defect 1295086: When you ran the Labor Resource Planned and Actuals report, the total number of actual hours was doubled.

Defect 1296190: In the options for General Ledger reports, the search function of the Organization field on the Options tab did not display search results if you included the level 2 organization level in the search criteria. This occurred in databases where the configured character length for organization level 2 and organization level 1 were not the same.

Defect 1297063: When no special category was in use and you attempted to delete all lines from an incorrect timesheet, the lines continued to display after you saved.

Defect 1296987: With a payroll run open, if you made changes to the employee detail on the Employee Review dialog box, the changes were not committed. This issue occurred if the administrator set your security role rights to access records for only one organization, by selecting one organization from the Lookup in the Organization Record Access field on the Overview tab of Settings » Security » Roles.

Defect 1286401: When you added an employee record to a resume on a proposal, if the employee role did not have access to Settings » Time » Summary and Settings » Expense » Summary, you received an error message: "You do not have access."

Defect 1279860: When you ran a Project search that included a row in the Description grid for which the Description field was blank, the search results were incorrect and only included projects with a blank description.

Defect 1289104: When you tried to search for projects in multicompany databases with only one organization level, the project searches did not complete. This issue occurred in the following Project and Billing applications:

• Projects » Project

• Projects » Billing Terms

• Billing » Interactive Billing

• Billing » Batch Billing

• Project reports in My Stuff » Reporting

Description 1291152: In the Properties section on the Unit Tables form, if you updated and then saved unit information that was related to projects that had no WBS3 level (tasks), when you navigated to the next unit, you received an error message: "Credit task not valid."

Defect 1283810: Standard fields were moved to different locations in affected forms, resulting in a different screen layout than you intended. This occurred when you used Screen Designer in Vantagepoint 2.0 to modify the layout of standard fields in forms, and then upgraded to Vantagepoint version 3.0.

Defect 1272836: When you logged in and Vantagepoint was configured with multiple companies, you were incorrectly logged in to the home company of the employee who configured the role that was assigned to you. This occurred if that employee configured your assigned role in Settings » Security » Roles with the following search criterion in the Organization Record Access field: Region/Company equal to "Is Mine".

Defect 1294473: On the Record Access tab of the Roles form, when you selected the Billing Rate Tables row in the Application Record Access grid and then clicked the lookup in the Record Level View field, some fields were missing from the Select a Field drop-down list.

Defect 1280338: In the Other Actions drop-down list on the Users form, the Reset Password option did not work for newly created user accounts. As a result, you received the following error message even if the employee who was linked to a user account had a configured email address: "No password generated. Either the user does not have an email address or the system is not properly configured to send emails."

Defect 1289797: This issue occurred when you had the same employee entered in the Employee field for two separate user records on the Users form in Settings » Security » Users, and one user record had the Enable Cloud ODBC Connectivity check box selected and the other did not. When you changed the employee in the Employee field for the user record that did not have the Enable Cloud ODBC Connectivity check box selected, the original employee entered for the user record should still have had ODBC credentials, based on the other user record, which did have the Enable Cloud ODBC Connectivity check box selected. However, their ODBC connection credentials were incorrectly deleted.

Defect 1282878: This issue occurred if you imported a user initiated workflow or scheduled workflow from Vision and it had a level other than “All." When you made changes to a workflow in the User Initiated Workflows form or Scheduled Workflows form and attempted to save your changes, you received an error message: "Please provide a Level for table WorkflowActions."

Defect 1288849: On the Expression Configuration dialog box, when you changed the Sequence Number Length field for a hub to less than 20 and then saved and closed the dialog box, the value in the Sequence Number Length field reverted to 20 when you reopened the Expression Configuration dialog box.

Defect 1279892: When a you configured a user-initiated workflow with an email alert that contained address fields in the body, and the record that was processed by the user-initiated workflow had the CO address code for Colorado, the address displayed in the email alert included a city from Mexico instead of one from Colorado.

Defect 1293281: The order of the user-defined fields (UDFs) available on the Misc tab of Contacts, Firms, and Projects does not follow the order of the UDFs displayed in Vantagepoint.

Description: If you used Copy Timesheet to copy the project lines of a specific timesheet, the default values of the user defined fields (UDFs) were not populated in the copied timesheet line.

Defect 723156: When you conducted a Vendor search in Transaction Center » AP Invoice Approvals, the search did not return the correct results.

Defect 1215354: On the AP Invoice Approval form, when you displayed an invoice in detail view, the Invoice Amount field was editable but it should have been read-only.

Defect 1290470: This issue applies if you have multiple companies in Vantagepoint. If you created a new voucher file in AP Invoice Approvals and gave it the same name as an existing voucher file in another company, the vouchers were incorrectly added to the existing voucher file for the other company.

Defect 1291373: If you entered a partial invoice number and then selected the lookup, the search was not filtered by the partial invoice number that you entered, as it should have been.

Defect 1286362: When you tried to delete a row from the Invoices form, an error occurred.

Defect 1293721: When you viewed an invoice record and clicked Other Actions » Control Totals, you were required to choose a value for the Default Tax Code field. This issue occurred when tax auditing was enabled in Settings » Cash Management » Options.

Defect 1280003: This issue occurred in the Project Information grid of the Journal Entries form. If you were creating a new journal entry and selected a tax code on the Tax Code dialog box (displayed when you click the value in the Total Tax Debit field or the Total Tax Credit field), and then removed the tax code, there was no option to remove the selected tax type from the Tax Type field, even though it was no longer needed.

Defect 1288823: You experienced slow performance when there was a large number of lines in a journal entry.

Defect 1288839: If you changed the date and time format on the My Preferences dialog box after you logged in to Vantagepoint, the activities from Outlook did not use the format that you selected.