Fixes week of 2/16/14

Bug Fixes
  1. Added requested by on Expense Edit and Expense approval screens.
  2. Fixed issue with caseid not coming from pending expense list causing error due to new preview screens.
  3. Fixed issue with expense request amount.

Valid example values are now:

  • 100
  • 100.00
  • $100
  • $100.00
  • -100
  • -100.00
  • -$100
  • -$100.00


Copy Case Note to Program

Feature Enhancements

Ever think, "How could this get better?" Well when it comes to case notes, it just did. You can now copy that case note to other programs. We now only show you program enrolled in when creating notes and have created a Copy to Program option where we show you the other enrolled programs you can choose and we take care of that other case note for you. (Yeah, I know that sentence is a really long run on, but I'm excited and just needed to get it out) If that case isn't enrolled in another program, no problem, we tell you that too!

Fixes week of 2/9/14

Bug Fixes

Shoo bugs shoo. The following are resolved this week.

  1. When doing a recurring request then use submit then print the expense request isn't printing.
  2. Masking on amount for expense request.
  3. On MG Enrollment report there should be a number at only at PA.
  4. Recurring expense printing issue, it’s printing all expenses first then all the summaries.
  5. Case expense summary report - IMGH for month of november only showing 2 cases.
  6. Arrival report test using november summary doesn’t add up.
  7. Don’t show match in kind and donation in GL list - for case summary and disbursement - changed for disbursement report, chart of accounts is not on the case summary expense summary criteria
  8. Last name search showing duplicates.
  9. RCA Enrollment report not showing employable count.
  10. RCA Enrollment report showing cases that are referred and not yet enrolled causing counts to be off.

Enrollment Case Preview

Feature Enhancements

One more nail in the right pane coffin. The enrollment screen now has a case preview modal window. This allows the program director to see information about the case during the enrollment process.

Expense Previews

Feature Enhancements

The right pane has been replaced again. This time it's all about finance. We've created Case Expense Preview and InKind Preview buttons on Add Expense, Edit Expense and Expense Approval screens. See new buttons.

Click the case preview button and you can see that case's expenses.



Contact Info


15151 Heron Meadow Ln, Cypress TX 77429


[email protected]

Phone number:

(713) 570-6193