sa.global
sa.global product release notes — evergreen prose
evergreen bc
empower BI
empower apps
evergreen prose
evergreen legal
evergreen PrjOp
evergreen hcm
evergreen sales
Table of Contents
sa.global
sa.global product release notes — evergreen prose
sa.global product release notes — evergreen bc
sa.global product release notes — empower BI
sa.global product release notes — empower apps
sa.global product release notes — evergreen prose
sa.global product release notes — evergreen legal
sa.global product release notes — evergreen PrjOp
sa.global product release notes — evergreen hcm
sa.global product release notes — evergreen sales
Introduction to evergreen proserve
Important sa.global documentation
evergreen release calendar
Released evergreen versions
10.0.43
Enhancements
Enhanced fixed compensation tracking: Persistent Last increase amount and percentage
Upfront details on the number of records to be updated after reapplying headline rate
Option to include subproject balances in the project inquiry screen
Billing and payment summary report – Separate column for credit note settlement
Removal of dependency between credit note related features
Global view of provision of doubtful debt balances by customer
Enhanced undertaking views
Rebranding of empower related elements
Issues
evergreen 10.0.43 data settings
10.0.42
Features
Risk assessment level
Allow bulk produced invoice proposals to be (optionally) be grouped by project
Automatically settle credit note with the original invoice
Diversity declaration for vendors
Future changes to positions
Enhancements
Auto publish WBS using work classification
Retrieve headline rate once discounted rate (sales price) is ended
Billing guide for project hierarchy
Performance enhancement for simple adjustments grouped by invoice proposal dimensions
Add VAT related information to Payers
Add office details to vendors
Bank reconciliation – Comments added to bank transactions sections
Future changes to employment – Employee financial dimensions
Add leave request type to Employee Self Service leave management
Issues
10.0.41
Important information evergreen license solution enhancements
Features
Provision of Doubtful Debt
Project invoice adjustments report
Approval required for reversing journals
Auto submission of timesheets
Enhancements
Future Changes to Employment
Ability to assign custom dimension to client to allow correct IC time postings
Additional field required for vendor for payment priority
Additional field – Customer Reporting Group
Additional field – Vendor Reporting Group
Add phase and task codes to Timesheet line inquiry
empower finance – Refactor empower roles
Global Discounts invoice discounts centralised screen
Add FTE adjusted rate to Manager Self Service compensation tile
Issues
evergreen 10.0.41 data settings
Microsoft Releases Feature Management
Key Microsoft links for latest updates
10.0.43
10.0.42
Resolved Issues 10.0.42
10.0.41
Resolved issues 10.0.41
10.0.40
Resolved Issues 10.0.40
10.0.39
Resolved Issues 10.0.39
10.0.38
Localisation Features 10.0.38
Resolved Issues 10.0.38
10.0.37
Localisation Features 10.0.37
10.0.36
Historic evergreen proserv release notes
10.0.40
evergreen License – Important information for all customers
Enhancements
Grouping Write up/down dimensions based on resource dimensions
Ability to generate ISO20022 payment file from client account journals
Enable Participant ‘Project/Matter Provider’ for timesheet approval workflows
Add phase/task code in hours transaction inquiries
Enable “Use for payroll” by default when adding bank details from the ESS
Added data entity “Payers V2” to data management
Grouped write up/write down for project
Enable use of “Project/Matter email” when Docentric emails are used in combination with evergreen invoice templates
Original worked hours field added to the invoice DDSP file
Enable Docentric placeholders fields on Invoice template configuration
Copy Financial Dimensions from Primary Positions to Employee
Undertakings – Ability to access All undertakings and My undertakings from the menu
Bug Fixes
evergreen license solution enhancements
10.0.39
Features
E-billing-Disable print buttons for project/matter invoice
Procurement categories – Display by legal entity
Enhancements
Enable front-end access to free-text invoice footer configuration
Bank reconciliation comments
Extended timesheet narrative Enable extended narrative in timesheet endpoints
Export risk assessment answers via data entity
BEE Status Information requires status with decimal figures
Apply global discounts to fee allocation transactions
Control Client Accounting UI elements with feature management
Issues
10.0.38
Features
Payroll export – Time and Attendance – Leave Transactions
Payroll export – Time and Attendance – Leave Enrollments
Payroll export – Time and Attendance – New Starters
Enhancements
Automatically load HR number sequences when feature “(evergreen) Number sequence for Job ID” is enabled
Invoice templates – Ability to show or hide quantity and rate at the invoice detail section
Original sales price field available on the invoice DDSP file (Docentric)
Office Requisition Invoice Description Length Increase
Enable manual creation and edit of phase and task codes
empower Finance – Enabling Synapse Link for D365 FSCM Export
Add additional fields to manage changes on the position record
FTE Adjusted compensation displayed in ‘My fixed Compensation’ Screen
Invoice templates – Ability to choose whether the logo is
Add description to the category values within the extended main accounts customisation used within the BI
Client account report – Transactions not being filtered by date
Enable setting project responsibilities with an effective date
Enable customer risk assessment and AML data to Team member license users
Enable project risk assessment to Team member license users
Enable simplified project budgeting to Team member license users
Enhancements to global discounts
Enhancements to extended timesheet narratives
Bug fixes
10.0.37
Features
Auto populate resource in vendor invoices
Undertakings
Enhancements
Enable BI Ageing table for standalone empower finance
LNPayerIsPayer field in the invoice proposal should not be editable from the front-end
empower Finance – Enabling Synapse Link for FSCM Export (Priority tables)
CreatedDateTime added to data entity EVGNBIWorkflowTrackingStatusTableEntity
Global discount – Multipayer invoice layout
Update “Originals printed” counter when project invoice is printed
Enable “Use print destination” button for posted project invoices
Bug Fixes
10.0.36
Features
Global discounts
Customer / Project Inquiries – Unbilled fees
Enable print management for invoices
Enhancements
Mandatory credit note reason code comment
Grouped write up/down – filtering by fee-earner
Relabel the “Hour special rate allowed” parameter
HR – working patterns to allow non-integer values
Expand extended categories in “Category assignment overview” screen
Parameter for billing guide naming convention
Bug fixes
10.0.35
Features
Original invoice reference on credit notes
Renaming financial dimensions
Enhancements
Phase/Task visibility
Aged WIP report by Project
Diversity declaration – gender question changes
Import into SAGIlluminateSICCodeMain data entity
Preview features/enhancements
External narrative extension on timesheets
Bug fixes
10.0.34
Features
Work classification and WBS
Grade based cost prices
Enhancements
Invoice payment/sales tax line level parameters
Client Requisitions: Vendor banking details
Adding CTR to client requisition
Client journal template change
Client and Payer VAT number on invoices
On-account transactions on invoice templates
Inquiry screen – unpaid bills improvements
Enable mandatory fields for clients
Bug fixes
10.0.33
Features
Employee Self-Service – Payroll set up
Diversity declaration – Employee record
Enhancements
HCM: Useful links
Show Budget Used % on project list
Mandatory setup fields on a Project
Simplified Billing Guide
Auto-populate Client bank account details for a PFC
Bug fixes
10.0.32
Features
Payroll exports
Diversity declarations – Employee Self-Service
Parameter to identify leave and absence types
Vendor Automation linking
FTE adjusted compensation
Enhancements
Financial lookup form
End date display within Headline Rates
Project/Matter inquiry performance improvements
Mandatory setup of responsibility fields
On-account type transactions added to budget tracking
Hide GL fields supporting multi-payer feature
Improve change tracking on leave entities
Default dimension rules – filter behaviour in the “Borrowing legal entity” field
Project contract (invoice proposal)
Deprecated features
Bug Fixes
10.0.31
New Features
HCM | Working patterns | Calculated FTE
HCM | Payroll Bank Accounts
HCM | Payroll exports Changes
South Africa – Black Empowerment statistics on Vendors
New Enhancements
Project Numbering Enhancement
HCM – Parameterise the Diversity Monitoring fields per legal entity
Project/Client inquiry – Enable on-demand calculation of WIP and debt ageing
Retainer fee journal populate Worker dimensions
DM – Payer Entity
HCM | Improving leave data entities change tracking
Bug Fixes
10.0.30
New Features
HCM – Payroll exports for Leavers
New enhancements
Labels
Data Entity – Pending vendor invoice including details about matter
Data Entity – Workflow tracking status and Workflow work item table
Clients on hold form to be added to the Project Management and Accounting Module
Ability to store end date display only current rates on the sales price hour
Bug Fixes
10.0.29
New features
HR – Payroll exports for New Starters
HR – Working patterns
HR – Extension to My Diversity Declaration monitoring
Bug fixes
10.0.28
Preview features
Invoice management workspace – phase 1
Missing timesheets
New features
HR enhancements
Bug fixes
10.0.27
Preview features
New features
Fixed price tasks – full version
BI – deprecation impact
Bug fixes
10.0.25
New features
Fee management – Fixed Price Tasks
Invoicing – Simplified adjustments
Simplified expense adjustment
Simplified time adjustment
Default dimension rules – enhancements
Timesheet line approval
Diversity Declaration form
Bug fixes
10.0.24
New features
Billing approver at a contract level
Bug fixes
10.0.23
New features
Simple Adjustments
DDR
Invoice Grouping
Bug fixes
10.0.22
New features
Fixed Fee Unit Billing
Paperless Billing Guide Updates
Invoice and Billing Enhancements
E Billing Updates
Bug fixes
10.0.21
New features
Sales Price
BI Utilisation
Bug fixes
10.0.19
New features
Unit Billing
Paperless Billing Guide
Quantity Discounts
Hub Enhancements
Project Summary
ebilling formats
Bug fixes
10.0.17
New features
Hub enhancements
Bug fixes
10.0.16
New features
Sales and Headline Prices
Invoicing History
Bug fixes
10.0.15
New features
Retainer Fees
Fee Allocations
Project Closure
Automatic write off transactions for Projects
Hub
Grouped Adjustments
Anticipated expenses breakdown report
ebilling
Bug fixes
sa.global Documents
New features
10.0.25
Fee management – Fixed Price Tasks
Fee management – Fixed Price Tasks
Invoicing – Simplified adjustments
Default dimension rules – enhancements
Timesheet line approval
Diversity Declaration form
10.0.25
Fee management – Fixed Price Tasks
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