Sprint 87 (4/5 - 17/5)

This sprint focused on smoother document handling, stronger accounting safeguards, and fixes to several workflow issues affecting day-to-day work.

1. Snuck in for deliberation 'Relative +/- Dates' for Tasks in Workflows

• Summary: Added smart timeline workflows so one key date can automatically schedule related tasks and keep deadlines aligned when plans change.
• Assignee: Murilo

2. FormEvo Integration Problem Statement

• Summary: Improved the FormEvo integration setup so multi-user firms can work with forms more reliably across teams.
• Assignee: Igor

3. CHORE - Eliminate email body and create .msg for all legacy emails

• Summary: Legacy emails are now preserved as .msg files for more consistent email records.
• Assignee: Igor

4. EPIC: Bulk CTO omitting VAT on 'No-VAT Recharge'

• Summary: Corrected bulk cost transfers so no-VAT recharges are handled more accurately.
• Assignee: Henrique

5. Forms Created using the API - Fields of type List cause an error

• Summary: Fixed API-created forms so list fields work properly instead of failing.
• Assignee: Igor

6. PDF Conversion Issue

• Summary: Fixed PDF conversion so documents keep a usable PDF file extension and open as expected.
• Assignee: Igor

7. White Screen of Death

• Summary: Resolved a white-screen issue in Accounting so affected users can access statements again.
• Assignee: Igor

8. Jackie Cannot log in - White Screen only

• Summary: Resolved a login issue that was preventing an affected user from accessing the system.
• Assignee: Unassigned

9. zero OFFICE_CREDIT outstanding on invoice issuance

• Summary: Office credits now clear correctly when invoiced, helping keep balances accurate.
• Assignee: Henrique

10. Block AD rejection if already billed

• Summary: Added a safeguard to stop billed disbursements from being rejected after billing.
• Assignee: Henrique

11. Emails do not Display To/From/CC/ Date and time of sending

• Summary: Restored missing email metadata so message records show sender, recipients, and sent time.
• Assignee: Igor

12. AUS - No tax Selectionon Office Payments or ADs

• Summary: Restored tax selection options for Australian office payments and disbursements.
• Assignee: Rafael

13. Allocate Office Credit

• Summary: Added the ability to allocate office credit against outstanding items more flexibly.
• Assignee: Henrique

14. Error on Contact Screen

• Summary: Fixed contact-screen errors to make reviewing imported contact records more stable.
• Assignee: Igor

15. Correspondence search refactor

• Summary: Improved correspondence search performance so results load more smoothly.
• Assignee: Igor

16. EPIC - Invoice Flow Bugs

• Summary: Improved invoice flow visibility so users can better see where an invoice sits in approval.
• Assignee: Igor