Category: 2019-09

Agreements

• T-442 Add a new agreement type “Deposit” for all customers to manage agreements with organizations like ATCC, Jackson Labs, etc.
• T-446 Remove the distribution % column from Related Items – Licensed Technologies and Details – People
• T-1079 Add College and Department to the Executed Agreements report
• T-1092 Modifications to the agreement Pricing Comp Guide report as requested by customer #4
• T-1151 Add people and group reference numbers
• T-1192 Display compliance reference numbers in the reporting compliance section
• T-1196 Compliance numbers not displayed when items added in bulk
• T-1230 Added a new option for customer #4 to agreement deal source field
• T-1235 In the financial compliance section, display paid and variance in addition to the existing amount due field

Deals

• T-906 Increase the size limit of the files that can be uploaded to the deal records

Equity

• T-1113 Report that tracks the on-boarding of executive network participants used to report on the progress of adding new members and presenting technologies to them
• T-1123 Term sheets and business plans: date the business plan was received, date term sheet was sent, date of term sheet execution, date of term sheet expiration, upload of business plan & term sheet
• T-1125 Record new investments of capital raised by each start-up company for tracking the capitalization progress
• T-1127 Report that shows portfolio capitalization history and activity of that can provide data and statistics to interested stakeholders
• T-1133 Export funding summary into a report
• T-1161 Pipeline report
• T-1226 Technology matching report parent page that displays all of the groups listed out and a total of pending, active, and inactive users with hyperlinks to the technology-matching-report
• T-1270 Technology Matching Report: Add links to any technology or agreement reference number shown, display technologies on separate lines to clean it up, clean-Up parent report by using a table instead of collapse containers
• T-1279 Link to existing system from new groups page

Groups

• T-1212 Include agreements with a status of perpetual-managed or perpetual-not managed in the the Active License Agreements section for customer #4

Finance

• T-697 Bug – Linking some account types to a group from an agreement record does not actually link the account to the group
• T-1135 Modify invoice for customer #2 to display details from the patent scheduled
• T-1166 Invoices – Display the record created date and last update date in the header of the invoice record and allow this to be searched in the invoice search page
• T-1205 Update remit to bank information on invoices for customer #4
• T-1211 Law firm upload authorization showing no line items
• T-1214 Accepting revenue payments without an invoice: link to compliance via the compliance reference number, compliance status should be updated to complete if the amount paid equals the amount owed, compliance item should display and be connected to the non-invoice record, a line item should be created in the revenue account, non-invoice records should be marked as paid when the payment is posted
• T-1215 Clicked generate invoice and got an invalid URL
• T-1231 Bug – Invoices will not open in test site for customer #4
• T-1232 Bug – When a distributable item is manually marked as distributed it should not be displayed as an available item to distribute
• T-1240 Update all revenue line items as distributed prior to 8/31/2019 for customer #4
• T-1243 Bug – Generating an invoice that contains a lot of expense items for reimbursement is timing out
• T-1248 Two reimbursement invoice types are displayed in the invoice search page, relabel the newest to Reimbursement – Past
• T-1250 Remove agreement type Term Sheet from customer #4 agreement types
• T-1266 Bug – Clicking on the invoice from the line items search page does not open the correct page
• T-1269 Re-associate an accepted payment with a different invoice for customer #3

Patents

• T-1151 Add people and group reference numbers
• T-1168 Modify patent people report to display one row per person per patent

Payments

• T-446 Remove the distribution % column from Agreements – Related Technology Agreements
• T-1162 Line item type missing from the accept payment summary page and align data with the column headers
• T-1163 Display manually added invoice line items to allocate payments to in the revenue and reimbursement sections of the accept payment page
• T-1203 Bug – Update compliance item status to complete when the payment is accepted and the invoice related to the compliance item is marked as paid
• T-1216 Bug – Adding a reimbursement invoice adds two rows to the accept payments page
• T-1217 Auto Apply feature should populate fields with the same values as in the balance due field
• T-1218 Display full chart of accounts list when accepting a payment for a manually added line item
• T-1220 Bug – When clicking on accept a payment from an invoice, do not direct to the new accept payment page until it is released to production
• T-1234 When accepting a payment that is not related to an invoice, the assigned non-invoice reference number (NVN) should be in a sequential numbering format
• T-1239 Bug – Cannot delete a person from a technology record
• T-1246 Bug – Delay in page validation (error checking) when testing with customer #4
• T-1247 Invoice numbers should be added to the invoice field and not the historical invoice field when a payment line item is created
• T-1249 Bug – Error message “Undefined index: agreement_revenue_allocation_split” when accepting a non-invoice payment during testing with customer #4
• T-1260 When accepting a reimbursement payment, the expense line items are missing the date of work
• T-1261 Bug – When testing accepting a reimbursement payment with customer #3, existing reimbursement accounts that were related to the agreement and technology were not displayed in the dropdown list to select. Also, defaulted to display the account if it did exist so the user doesn’t have to select the account for each row.
• T-1262 Bug – When testing accepting a reimbursement payment with customer #3 an error message appeared when attempting to finalize the payment
• T-1271 Bug – Link to the line item detail page from the accept payment page is opening the wrong page

Technologies

• T-446 Remove the distribution % column from Agreements – Agreements
• T-920 Technology summary displaying the same patents multiple times
• T-1151 Add people and group reference numbers

Miscellaneous

• T-856 Refresh development environment data
• T-1134 HR API documentation
• T-1144 Update logo on corporate site header and invoices
• T-1236 Update link for award submissions for customer #3
• T-1252 HR API

No updates this week

Agreements

• T-1085 Renamed “Notes” in financial compliance input field to “Description”

Campaigns

• T-1195 Test slick and slick from campaign are not received

Equity

• T-1113 Track the progress of on-boarding an Entrepreneur Network so that I can review and report on the progress of adding new members and presenting technologies to them
• T-1117 Pipeline reporting
• T-1140 Evaluation report
• T-1187 Convert spreadsheet data into tables

Finance

• T-1130 Distributions account creation related to Firefox
• T-1173 Ordering by the compliance reference number in the invoice throws an error.
• T-1175 Bug Fix – Distributed items showing up to distribute
• T-1183 Generate invoices page is not pulling over financial compliance items to include on the invoices
• T-1186 Revenue line items displayed more than once in the accounts
• T-1197 Correct spelling of “Distribuion Reference Number” in advanced search filters within the Completed Distributions report
• T-1198 Bug Fix – Move Line Items not working, also multiple accounts displayed when there is only one

Groups

• T-1200 Customer #2 reported that their groups were missing when equity module data was loaded

Payments

• T-1099 Bug Fix – Apply to line items not working
• T-1163 Ability to accept payments for manually added invoice line items

Technologies

• T-1177 Innovator- External person-technology type is grouped incorrectly, should be in the Innovator (Inventor) section

Agreements

• T-733 Allocation Schedule Reference Number Generation – a reference number should be generated for each new allocation schedule with the format of ARAS-Sequential 6 Digit Number. concat(lpad(aras_id, 0, 6))

Campaigns

• T-1195 Customer #4 reported that the test slick and slick from campaign are not received

Distributions

• T-682 Distribution schedule has an incorrect “Created on:” date
• T-1130 Distribution account creation issue reported by customer #3

Finances

• T-1179 Bug Fix – Customer #2 reported that the standard invoice view was not available after the most recent release
• T-1199 Bug Fix – Customer #4 reported that the invoices are missing the amounts

Groups

• T-1176 Bug Fix – Group reference numbers not created

Payments

• T-941 Only display compliance items that are active or past due in accept payments page
• T-1102 Include a button to populate fields automatically based on the invoice balance due
• T-1158 Do not include compliance reports to apply payments to in the non-invoice payment drop-down list
• T-1164 Bug Fix – Clicking on Accept Payment from the invoice opens the old accept payment page
• T-1171 Do not include compliance items in the non-invoice payment drop-down list that are related to an invoice

Agreements

• T-895 Display compliance reference number in the generate invoices screen, invoice line items, agreement search page, agreement compliance
• T-940 Allow users the ability to see and search on the Compliance ID from the agreement compliance search page
• T-1097 Make lowercase “t” uppercase “T” in Agreement Revenue Allocation search page
• T-1095 Add agreement revenue allocation schedule (ARAS) reference number to the “Agreement Revenue Allocation” report
• T-1096 Status Incorrect, some say Has Schedule, but there is not a schedule
• T-1148 Added a new compliance item and it was not assigned a compliance reference number
• T-1157 Production environments missing the “Agreement Revenue Allocation” report

Distributions

• T-830 Not distributable Line Items should not be displayed in the funds to distribute
• T-886 Sum of the distribution should be the sum of the line items that are being created, not a roll-up of the level
• T-918 Add licensee name to distribution summary page
• T-976 Fixed distribution aging report. Users will only be able to use this for revenue. Cost recovery reversal and reserved funds will be included in future development.
• T-1146 Resolved error “Trying to get property ‘ab_total_journal_posted’ of non-object” that appeared when testing card T-918
• T-1150 Process distribution report displaying duplicate line items for both people and groups

Finances

• T-660 Updated vendor/chart of accounts values for customer #4
• T-729 Create a non-invoice number when a payment is accepted that is not tied to an invoice. Allow searching for non-invoice receipts in invoice search page. Also should be displayed in the payment search page.
• T-842 Create a LEDES file format option for outbound invoices
• T-1088 Invoice to-do’s not showing on the homepage

Groups

• T-1111 Added a new type of group “Executive Network”
• T-1138 Add user-group statuses Active, Pending, Inactive

Patents

• T-1078 Patent people report brought back for customer #2

Payments

• T-889 Payments to agreements with no linked technologies or patents should deposited into accounts that are only linked to the agreement
• T-899 Reimbursement accounts should be created at the lowest level possible
• T-1091 Show completed payments on the accept payment summary
• T-1101 If there is no data in the page (reimbursement, revenue, non-invoice), do not display the empty values in the summary page
• T-1103 Fix – Incorrect validation error warning when finalizing a payment
• T-1160 Fix – Cannot finalize a payment when there is no technology. If there is no technology to link the revenue to, the amount remaining is blank and the payment cannot be processed. When this scenario occurs, the revenue line item should be added to an account that is only linked to the agreement.

Technologies

• T-850 Added “Innovator – External” as a new technology-user type
• T-983 Correct “Disclosure” misspelling in Technology Header
• T-1137 Added new tech-user status (evaluating, interested, matched, not interested)
• T-1139 Add a new people category to capture evaluators and innovators (inventors) that is separate from people. Evaluators are external individuals that are evaluating the technology’s potential.

Miscellaneous

• T-883 Clicking on “?” in Innovate opens the wordpress site for access to release notes and user guide
• T-914 Build out a HR API that allows institutions to push HR data directly to the system
• T-971 Create a log-in to demo for prospective customer as requested
• T-974 MySQL error message in customer #1 group detail page
• T-1149 For customer #1, fixed bug for no results displayed in groups search page
• T-1141 Can now use Global Search feature to locate account external codes (matter numbers)
• T-1167 Updated IDF status for customer #2