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What's new in Release Version 1.12.0

This release brings significant platform enhancements, including File Cabinet Search integration, a dedicated Account Billing role, real-time Application Update notifications, in-app Payment & Material Recalculation controls, robust Spreadsheet Import validations, and high-performance Export Streaming for large project datasets.

 Key Highlights & New Features

1. Global Search: File Cabinet Integration & Progress Indicators

Finding documents and files across complex project hierarchies is now faster and more comprehensive.

  • File Cabinet Search: You can now search files and folders stored within the File Cabinet directly from the Account and Project Search pages. Results display folder structures, file names, file types, and modification dates with one-click navigation directly to the file viewer or enclosing folder.
  • Search Activity Indicators: Added real-time processing spinners to project-level searches so you always know when a deep search across thousands of project records is running in the background.
  • Context Snippet Clarity: Improved search result context previews for text and notes fields, ensuring snippets start at your searched keyword and present clean, concise summaries without clutter.

2. Dedicated Account Billing Role & Onboarding Improvements

Managing administrative duties is now more flexible, allowing organizations to separate financial and subscription oversight from daily project engineering.

  • Account Billing Role: Introduced a dedicated, license-free Account Billing role. Users assigned this role have focused access to manage Account Settings, Billing, Invoices, Branding, and User Rosters without consuming an active project seat.
  • Resend Account Invitations: Administrators can now easily resend invitation emails with a single click from the Users log page if an invitee misplaces their initial setup link.
  • Clearer Invitation Feedback: Improved landing pages and alerts for expired or canceled invitations, providing clear, friendly messaging if an account link is no longer active.
  • Streamlined Admin Registration: Initial account administrators now land directly on their account completion screen upon accepting an invite, with key registration details pre-filled.

3. Real-Time Application Update Indicator

To ensure field inspectors and project teams are always using the latest platform features and security updates without interrupting active work:

  • In-App Update Icon: When a new platform update is deployed, a rotating update icon appears in the top navigation bar with a helpful notification: "New update available. Click to refresh."
  • Seamless Refresh: Clicking the update icon performs a quick, safe browser refresh to load the latest release while respecting unsaved data guardrails.

4. Interactive Payment & Material Recalculation Controls

To give users immediate confidence when closing out monthly pay periods and tracking material quantities across interrelated documents:

  • On-Demand Recalculate Button: Added a Recalculate action to the view menu of Payment, Material Acceptance, and Material Stockpile entries. Users can trigger an instant recalculation to pull in the latest approved field entries and change orders without having to enter edit mode.
  • Automatic Report-Triggered Recalculation: Running a Progress Payment, Material Acceptance Usage, or Material Stockpile Usage report now automatically refreshes the complex formula fields across all related entries in the project.
  • Retainage & Release Transparency: The Progress Payment report and Payment cover sheet now clearly reflect net negative retainage in periods where released retainage exceeds retained amounts, and system validations prevent releasing more retainage than has been accrued to date.

 Enhancements & Safeguards

Spreadsheet Import Safeguards

  • Multiple Worksheet Detection: The list import wizard now detects multi-sheet Excel files and alerts users to upload single-worksheet workbooks, preventing column-mapping errors.
  • Precision Number & Currency Handling: Decimal values and unit prices imported from spreadsheets now strictly adhere to standard currency and number formatting rules, preventing extended floating-point values from displaying in downstream tables.
  • Date & Time Normalization: Time and datetime columns in imported spreadsheets now accurately retain the exact wall-clock times provided in the file across all regional timezone configurations.
  • Required Field Enforcement: The import wizard now strictly validates required list columns, preventing records from being saved with missing mandatory properties.
  • Empty Value Handling: Non-required fields in imported spreadsheets now properly save as clean empty fields rather than displaying placeholder errors.

Change Order & Workflow Integrity

  • Cumulative Item Quantity Calculations: Change orders now sum all positive and negative adjustments across multiple line items for the same pay item before evaluating authorized quantity limits.
  • Accurate Quantity Variance Calculations: Standardized the Change Order Details list to calculate Quantity Variance as Authorized Quantity - Recorded Quantity, aligning precisely with the Item Variance report.
  • Dynamic Total Recalculations: Deleting an item line from an existing Change Order entry now instantly updates the overall Change Order total amount.
  • Approved Date Enforcement: Approving a Change Order now requires a valid approval date and ensures the date falls within the active payment period.
  • Payment Period Locking: Canceled payment entries now follow the same locking safeguards as approved payments once a subsequent payment period is opened, preventing multiple payment periods from being open simultaneously.
  • Backdated Material Entry Deletion: If a Material Acceptance or Material Stockpile entry is accidentally backdated into a closed payment period, users can now delete the invalid line item without getting blocked by status warnings.

Administration & Workspace Navigation

  • Archived Project Cleanup: Archived projects are now cleanly excluded from User Access preferences, account-wide log pages, and global search results.
  • User Project Access Self-Service: Restored the ability for users to remove themselves from completed projects under User Preferences / Access without requiring administrator intervention.
  • Saved Log Page Preferences: The Account Settings Users table now remembers pagination sizes (e.g., 100 rows) and applied status filters when navigating between projects and settings.
  • Dashboard Widget Precision: The "Open Entries Assigned to Me" dashboard widget now filters out unpublished document templates and templates outside the user's assigned project access.
  • Administrator Role Consistency: Restored the ability to archive and restore Account Administrators who have customized project access without encountering permission errors.
  • List Management & Add from Entry: Restored the ability to add new list values directly from list management views, and standardized list options to display clean field summaries.

Bug Fixes & Stability Improvements

  • Required Field Enforcement in Entry Flyouts: Adding items through flyout dialogs now validates required catalog fields before closing, preventing entry save errors.
  • Percent Field Formatting: Percentage fields in custom lists now support negative numbers and respect configured decimal precision settings.
  • Catalog Multi-Select History: Audit history logs now track and display all selected options for multi-select catalog dropdowns and checklist fields.
  • File Cabinet Duplicate Safeguards: Canceling a folder move or upload when a duplicate folder name is detected now cancels the entire operation cleanly without moving or uploading partial files.
  • Report Log Page Exports: Fixed an error when attempting to export all records from the Report Log page.

 

If you have any questions, or need additional assistance, please reach out to our support team at support@facsware.com and we will be happy to assist you.