Tag: reporting

Categories
Release Notes Resource Planning Timesheet

ClickTime Version 9.28

ClickTime Version 9.28 includes the following updates:

  • Timesheet Attestation – Timesheet attestation provides admins the ability to display their organization’s custom attestation clause to employees at timesheet submission. Timesheet attestation is exclusively available through the Web App. Timesheet attestation through the Mobile App will be available in an upcoming release.
  • Resource Planning Data Export (csv) Filtering – We’ve added the ability to filter by Clients, Projects, and Divisions on the Resource Planning Data Export (csv).
  • Timesheet Approvals Email Design – Timesheet notification emails (Submission, Rejection, and Approval) now have an updated design and more insightful information about the timesheet.
  • Dashboard News – The dashboard news panel on the Company Dashboard has been updated with new content.
  • Bug Fix – Fixed a navigation error. Clicking on Custom Fields from the Labels Page now correctly navigates to the Custom Field List View, rather than prompt to create a new Custom Field.

Categories
Release Notes Web Services

ClickTime Version 9.23

ClickTime Version 9.23 includes the following updates:

  • Overtime for Companies with Semi-Monthly Timesheets –  Companies with semi-monthly timesheets will now be able to configure Overtime Rules and access Overtime Reports and Exports.
  • REST API – Company–  We’ve added additional properties to the following endpoint:
    • GET /Company
  • Client Detail Page  – Removed the “Duplicate” option on the Client Detail Page Actions menu.
  • Person Detail Page – Improved messaging to explain that you can’t deactivate a person who is configured as the sender for automated notifications.
  • Bug fix – Customizable Data Export no longer abbreviates project numbers with leading zeros in Excel.
  • Bug fix – Fixed the error message shown about a non-unique project number when attempting to duplicate a project.

Categories
Business Intelligence & Analytics Release Notes

ClickTime Version 9.18

ClickTime Version 9.18 includes the following updates:

  • Time Off Data in BI&A – Time off data is now available in ClickTime’s Business Intelligence & Analytics. Leave type name, category, notes, active status, and accounting package ID’s can now be accessed in BI&A reports through the TimeAndTimeOffData data source.
  • Global Report: Planned Time Off (next week) – We released a new BI&A global report that shows the hours and days of time off that appears on people’s timesheets in the upcoming calendar week. This provides insight into how time off will impact team capacity in the immediate future. 
  • Global Report: Time and Time Off Detail by Person (past 30 days) – We released a new BI&A global report that shows all logged time per person for the past 30 days, broken out by Project or Leave Type.
  • Time Entry Completion Improvements – We enhanced the appearance of the option for toggling between displaying people with “Daily” and “Weekly” completion requirements.
  • Bug fix – Fixed issue in Project list view search when Lifetime Budget column is displayed.
  • Bug fix – Fixed issue resulting in discrepancies of the time off accrual balances.
  • Bug fix – Fixed issue that caused a delay in Project Insights data refreshing.

Categories
Release Notes Web Services

ClickTime Version 9.17

ClickTime Version 9.17 includes the following updates:

  • Accounting & Payroll Reports – We collected all of the relevant accounting and payroll exports together in the new “Accounting & Payroll” report section. This is accessible from the Reports menu under the Company tab.
  • Checkwriters Payroll Integration – We’ve added a Checkwriters Payroll Export report to the Accounting & Payroll section of the Reports menu under the Company tab.
  • TRAXPayroll Integration – We’ve added a TRAXPayroll Export report to the Accounting & Payroll section of the Reports menu under the Company tab.
  • Grant Allocation Report – The new Grant Allocation report for Nonprofit organizations is available in the People section of the Reports menu under the Company tab. The report provides insight to how people are allocating their time. It attributes time off to clients and projects in direct proportion to time worked.
  • Integrations – The “Integrations” page under the Company tab is updated to reflect the recent payroll integrations.
  • REST API – Clients – Added the IsEligibleTimeOffAllocation property to the following endpoints:
    • GET /Clients
    • GET /Clients/{clientID}
    • GET /Clients/new
    • POST /Clients
    • PATCH /Clients/{clientID}
  • REST API – Jobs – Added the TimeOffAllocation property to the following endpoints:
    • GET /Jobs
    • GET /Jobs/{jobID}
    • GET /Jobs/new
    • POST /Jobs
    • PATCH /Jobs/{jobID}
Categories
Release Notes Resource Planning Web Services

ClickTime Version 9.16

ClickTime Version 9.16 includes the following updates:

  • Project Start and End Dates – You can now provide project start and end date values when creating or editing a project via the web app and REST API.
  • Project List View – Start and End Dates – You can display the project start date and end date in the Project List View by adding the desired columns. You can then choose to sort by either column and search the information in these columns.
  • Export Project Start and End Dates – Project start and end date values can be exported via the “Export to Excel” option on the Project List View and the Customizable Data Export report.
  • Resource Planning – Project Start and End Dates – A project’s start and end date values, when they exist, will appear in Resource Planning below the name of the project.
  • Password Security Enhancements – We changed the process that a new person goes through to configure a password for the first time. These changes are also reflected when resetting an existing password. In addition to supporting very long passwords, we now also encourage the use of “strong” passwords and prevent common and easily guessed passwords from being used.
  • Paychex Payroll Integration – We’ve added a Paychex Payroll Export report to the Miscellaneous section of the Reports menu under the Company tab.
  • Paylocity Webpay Payroll Integration – We’ve added a Paylocity Webpay Payroll Export report to the Miscellaneous section of the Reports menu under the Company tab.
  • BambooHR and Payroll Integration – When using our integration with BambooHR, you can now edit the accounting package ID for the externally managed Leave Types via the web app and the REST API. This is needed when also integrating with a payroll provider such as ADP, Paychex or Paylocity.
  • REST API – Reports/Time – Added the BreakTime, EndTime and StartTime properties to the GET /Reports/Time endpoint.
  • Bug fix – Fixed issue with the Time Off and Accrual Detail report in “My Reports” under the Personal tab that could list the events in an inconsistent order when multiple time off balance changes occurred on the same day.
Categories
Release Notes Web Services

ClickTime Version 9.11

ClickTime Version 9.11 includes the following updates:

  • Improved Notification Emails – We updated the appearance and now include additional helpful information in several emails including approved expense sheet, rejected expense sheet, time off request and rejected time off request notifications.
  • Audit Log – When exporting audit log data, it will now get split into separate files by date as follows: 2017 and older, 2018 through 2020, and 2021 and newer.
  • Bug fix – Fixed issue in which email “deep links” wouldn’t take the person to the correct page after authenticating using single sign-on (SSO).
Categories
Beta Testing Expenses Release Notes

ClickTime Version 9.06

ClickTime Version 9.06 includes the following updates:

  • Time Entry Completion – Added support for displaying more than one hundred active divisions and one hundred employment types in the drop-down filter options. Also, the notification options are now properly hidden when viewed by a manager without the appropriate permissions.
  • Expense Export (beta) – Fixed issues that occurred for some people when first loading the page. Also fixed issue when filtering by client so that all relevant expenses are now shown, not just recent expenses.
Categories
Project Insights Release Notes Web Services

ClickTime Version 9.05

ClickTime Version 9.05 includes the following updates:

  • Project Access Levels – You can now limit managers to review, run reports and edit only the projects they are designated to manage. These project manager access controls extend throughout Project Insights.
  • Time Entry Completion – Improved experience for people who aren’t configured to approve timesheets. We also now hide inactive divisions and employment types from the drop-down filter options.
  • REST API v2 – Updated the GET /Jobs/new endpoint to include the following additional properties: Notes, AccountingPackageID and ProjectManagerID.
  • Security Enhancement – passwords are now required to be at least eight characters in length.
  • Bug fix – Fixed issue with the REST API v2 PATCH /TimeOffTypes/{timeOffTypeID} endpoint so that property names are not case-sensitive.
Categories
Business Intelligence & Analytics QuickBooks Release Notes Web Services

ClickTime Version 9.03

ClickTime Version 9.03 includes the following updates:

  • Slack – You can now bring powerful time tracking and approval tools directly to your Slack workspace. Learn more about integrating ClickTime and Slack.
  • Integrations – We’ve updated the Integration page under the Company tab with information about the various integration opportunities now available with ClickTime including Salesforce, Jira, Slack, BambooHR, QuickBooks and more.
  • Business Intelligence & Analytics – improved overall performance.
  • REST API v2 – Added documentation for the GET /Reports/TimeSummary/Weekly endpoint to better explain what data gets returned when the StartDate or EndDate parameter’s value corresponds to a date in the middle of a week.
Categories
Business Intelligence & Analytics Expenses Mobile Devices Release Notes Timesheet Web Services

ClickTime Version 9.01

ClickTime Version 9.01 includes the following updates:

  • Business Intelligence & Analytics (BI&A) – this robust new platform allows you to visualize ClickTime data in new ways, monitor trends, schedule reports for automatic distribution, and more! BI&A is available to existing Enterprise and Premier customers. Please contact your Customer Success Manager, or the ClickTime Support Team, if you’d like to learn more.
  • REST API v2: Jobs/{jobID}/Divisions – Added the ability to manage Project List Controls for companies using the “moderate” setting (control which projects are visible to each division).
  • REST API v2: Jobs/{jobID}/Users – Added the ability to manage Project List Controls for companies using the “maximum” setting (control which projects are visible on a person-by-person basis).
  • REST API v2: Jobs/{jobID}/Tasks – Added the ability to manage Task List Controls for companies set to control which tasks are visible based on the project selected.
  • REST API v2 – Added the “TimesheetModelCustomNumberOfDays” property to the “GET /Company” endpoint.
  • Improved the “Action Comment” details listed in the audit log regarding timesheet actions (submitting, rejecting, approving, etc.).
  • Bug fix – Fixed issue with Azure AD single sign-on (SSO) logins that would fail when initiated from the identity provider.
  • Bug fix – Fixed an issue with the REST API v2 “PATCH /ExpenseItems” endpoint when a manager edited an expense item and incorrectly attempted to change the mileage rate. The company’s default mileage rate is now used rather than setting the rate to zero.
  • Bug fix – Fixed an email issue when submitting an expense sheet for approval from the mobile app. Expense type names are now properly appearing in the expense sheet approval request email.