Category: Release Notes

2020/02/28

Finance

T-1959: For Customer #2, Paid Line Items on Invoice 01505 are now marked as Paid.

T-1968: For Customer #4, Aged Receivables Report error is corrected.

T-1969: For Customer #4, Patent Reimbursement Variance error for Patent 014136 is corrected.

T-1970: Payments for Compliance Payment Plan Invoices marked as Reimbursement – Payment Plan can now be received (Customer #4)

T-1976: For Customer #4, Accepted Payments should be reflected correctly in Agreements A-005856-0004 and A-003100-0003BB

T-1979: To avoid duplicate payment records, make sure that the Payor has only one (1) active “Bill to” address in its Group record.

Agreements

T-1928: Auto-fill in Search Agreement dropdown for Customer #3 now works correctly

General

T-1537: Just a reminder to all users— When sending emails into Innovate, make sure the exact record ID is included in the subject line (e.g. T-010600 or CA-010600). DO NOT use parentheses, quotation marks or other characters adjacent to the record ID.

T-1936: Customer #4 pivot table date formatting corrected.

T-1949: LDAP Library Compatibility now complete. Customers can control LDAP settings.

T-1973: For Customer #4, creating new users is authorized for administrators.

Campaigns

T-1914: Users can now add Campaign Cards to Pipelines

T-1912: Customer #4 requested to change the “Will Receive” column header to “Do Not Email” with the results of “Ok to Email,” “Do Not Email,” and “Do Not Market.”

T-1987: Customer #2 API for Joint-Lead Technologies has now been updated and should be visible.

Groups

T-1979: To avoid duplicate payment records, make sure that the Payor has only one (1) active “Bill to” address in its Group record.

2020/02/11

Finance

  • T-1849 For Customer #4, corrected updated values for Non-Invoice Compliance items
  • T-1894 For Customer #2, corrected Accept Payments workflow issue
  • T-1666 For Customers #2 and #3, Invoice – Line Item Amount Paid is now updating

Settings

  • T-1856 For Customer #3, Modified API Settings for a better interface with published available Technologies

Groups

  • T-1852 Cleaned up new Groups Detail Page Company info

2020/01/28

General

We are grateful for the strong support we receive from you, our customers, and appreciate your user feedback. Please continue to notify us about ways we can enhance and improve the operating experience and environment of Innovate IP. In February, we will begin releasing updates on a bi-weekly basis to give our development team more time to perform QA/QC checks before pushing deployments to production. We apologize for any inconvenience and thank you for your continued support.

Dashboard

  • T-1862 New Gadget created for the Dashboard: Invoicable Amounts by Agreement Type
  • T-1863 New Gadget created for the Dashboard: Uninvoiced Amounts by Agreement Type
  • T-1866 Export to Pivot default set to “All Data.” Please note: when exporting more than 5,000 records, delays may occur.
  • T-1873 Pivot Table aggregates annual data by calendar and fiscal years
  • T-1882 New Menu Bar Dashboard button directing users to custom or public Dashboard

Technologies

  • T-1842 When editing a Custom Field Type, values will save correctly

Groups

  • T-1841 Navigation Bar in new Groups page updated

Finance

  • T-1847 Credit Memos displaying properly on Invoice Search Page

2020/01/14

Dashboard

  • T-1806 User Configurable Charts – Allow users to create, save and display charts from search results using pivot tables
  • T-1830 Create TODO Gadget
  • T-1847 Mange Pivot Views – to search for or delete pivot-view widgets, go to customer_url.edu/innovate/public/pivot-view (NB: we will add a navigation button soon)
  • T-1848 Pivot Table Field Management Modal auto-launches with results from search

Finance

  • T-482 Linking Feature – Revenue & Distributions
  • T-1366 Accounts Search Page – Allow for searching on Technology, Patent, & Agreement
  • T-1523 Invoice View – Update the grouping for the “Authorization Details” invoice version for grouping by authorization code and then technology
  • T-1698 Patent Reimbursement Variance Report
  • T-1717 Added a “delete this distribution” button on a completed distribution
  • T-1744 Statements – Wrong Address Displayed

Marketing

T-1781 Campaign- People tagged as “do not email” or “do not market” will be labeled as “Will not receive” when added to Campaign Marketing Targets

2020/01/07

Agreements

  • T-1759 Report – Agreements to Groups
  • T-1768 Patents Licensed From Technology Bug – Filing Date is Not Sorting by Year, Month, Day

Campaigns

  • T-1780 Email – Add “Do Not Market” to the Do Not Email status types

Dashboard

  • T-1787 Expenses Paid – Clickable Graph
  • T-1792 Invention Disclosures – Clickable Graph
  • T-1799 Patents (Foreign and US Issued) – Clickable Graph
  • T-1800 Agreements (Active Deals) – Clickable Graph
  • T-1805 Dashboard Phase 1 – Emulate existing Charts with new Dashboard Widgets
  • T-1817 Revenue – Clickable Graph
  • T-1818 Startups by Fiscal Year – Clickable Graph
  • T-1819 License Agreements – Clickable Graph
  • T-1824 Relabel graph “Patent Reimbursements” as “Reimbursements and Expenses”
  • T-1826 Dashboard UI – Drop Down Menus Hidden
  • T-1839 Create Pivot View Toolbar
    • Manage Pivot Views
    • Publish to Gadget Store
    • Return to Search
    • Change View Graph/Table
    • Export
    • All Results

Finance

  • T-1425 Allow users to add more than 1 compliance item to a non-invoice payment
  • T-1553 Customer #3 Distribution Schedule – “Created By” Displayed as Istrator, Admin Instead of Actual User Name
  • T-1555 Accept Payment – Error Checking Notification. Upon clicking finish on a payment, check to see if the related invoice or compliance item has already been paid.
  • T-1582 Distributions – Display Approval Date
  • T-1587 Accept Payment (Non-Invoice) – Fill in Paid Amount in Line Item Invoice Paid Column

Equity/Groups

  • T-1766 Pipelines – Change Card Opening to Single Click instead of Double Click
  • T-1804 Pipeline – Out of Memory Error Message
  • T-1827 Technology User Matching – Remove University Related Organizations from Search Results

Patents

  • T-1714 Customer #4 Patent Law Firm Upload Authorization – Patent and Technology Record Links Open Invalid URL
  • T-1745 Customer #3 Patent Law Firm Upload Authorization – Patent and Technology Record Links Open Invalid URL

Technologies

  • T-1759 Report – Technologies to Groups

2019/12/17

Campaigns

  • T-1769 Ability to Add Formatting to Email Messages
  • T-1782 Customer #3 Image Alt. Tag

Dashboard

  • T-1721 Allow users to “Add” a new dashboard modal
  • T-1770 Build setting modal
  • T-1772 Modal – Delete Option
  • T-1774 Gadget Template View
  • T-1775 Gadget Refresh
  • T-1777 Gadget – “Remove” Confirmation Message
  • T-1778 Build “Add” Gadget Modal
  • T-1779 Save
  • T-1783 Home Page Graph – Revenue Received from Prior Year Deals
  • T-1784 Home Page Graph – Reimbursements Received
  • T-1791 Home Page Graph – Revenue Received from Current Year Deals
  • T-1796 Dashboard “Add” Bug
  • T-1797 Home Page Graph – Agreements (License & Options)
  • T-1798 Home Page Graph – Agreements (CDAs, MTAs & Other Agreements)
  • T-1801 Home Page Graph – Startups
  • T-1802 Home Page Graph – Technologies (Active and Summaries) – Clickable Graph
  • T-1803 Home Page Graph – UI Issue
  • T-1808 Home Page Graph – UI, Chart Titles Cut Off

Equity/Groups

  • T-1594 Pipeline – Add Card/Detail View For Agreements
  • T-1696 Groups, Equity Positions – Display more than 3 decimal places
  • T-1747 Startup Pipeline – Page Load Error
  • T-1748 Startup Pipeline – Relabel Inventor as Innovator

Finances

  • T-1614 Distributions Bug – Chart of Accounts Not in Created Line Item
  • T-1655 Accept Payment – Allow exact match searching for non-invoice payments
  • T-1659 Accounts – Revenue received date (aka external invoice date) is not visible from the account detail page for all account types
  • T-1716 Distribution – Display distribution and payment account codes in distribution schedules and distributions
  • T-1746 Accept Payment – Reimbursement Line Items Sorting is Off
  • T-1794 Accept Payment Bug – Invoice Not Found

Miscellaneous

  • T-1623 System Health Dashboard
  • T-1624 Analytics Metadata
  • T-1625 Institution Analytics

2019/12/10

Agreements

  • T-1699 Upon agreement creation, set default “Report to AUTM” to “No” and not “Yes”

Campaigns

  • T-1650 Slick – Company name is not getting added to the slick

Dashboard

  • T-1359 Layout
  • T-1720 Build out tabs
  • T-1771 Dashboard menu

Equity/Groups

  • T-1636 Groups – link related invoices
  • T-1701 Pipelines, cards – Reduce card size
  • T-1704 Pipelines, cards – Agreements card is showing json
  • T-1705 Pipelines, cards – Wrap text on open card
  • T-1706 Pipelines, cards – After adding a card through the new card modal, when you click the add button, close the modal
  • T-1707 Pipelines, cards – Adjust card size to be the same
  • T-1709 Startup Pipeline – Split out the pipeline into deals and technologies so they each have their own expand collapse. Remove columns that don’t make sense to whichever one you are on.
  • T-1710 Side navigation – Update the security to show only the equity
  • T-1713 Groups – change primary color to a shade of orange/yellow
  • T-1718 Startup Pipeline – Add a configuration (settings) page
  • T-1727 Startup List – Open old groups page and display groups where “Is Startup?” is “Yes’
  • T-1729 Groups – Display new reports in the groups dropdown
  • T-1732 Funding continuum – Link for the companies open the new groups detail page
  • T-1733 Funding continuum amounts – Hyperlink to new groups page funding tracking section
  • T-1734 Funding Continuum – Include a link to export the details and summary to excel
  • T-1736 Capitalization Report – Relabel “Company Name” to “Investor”
  • T-1737 Technology interest report – Linked evaluators have their deleted group relationships displayed
  • T-1738 Company Interest – Company Search, Enter Key error page displayed when page exceeds memory
  • T-1740 Startup Pipeline, Technology Pipeline Name – If there is no technology code, use technology title
  • T-1750 User Technology Matching – Quick Match
  • T-1757 Pipelines, cards – Lock vertical

Finances

  • T-1597 Credit Memo Bug – Updates Not Made When Applied to an Invoice
    • Credit Memo Used Total was not updated
    • Credit Memo Balance was not updated
    • Credit Memo Status was not updated to (Paid) when full amount was used
  • T-1598 Invoice Bug – Updates Not Made After Applying a Credit Memo
    • Include amount paid by credit memos in the invoice header paid field
  • T-1599 Invoicing Reports Bug – Updates Not Made After Applying a Credit Memo
    • Include credit memos applied to the invoice in the invoice paid column
  • T-1715 Distribution Bug – Customer #2 Undeleted two revenue items and then attempted to distribute them. The distribution page displayed error message “Creating default object from empty value”. Line items were created in error. Solution was to wrap in a transaction.
  • T-1743 Account Bug – Link to invalid user
  • T-1749 Incubating Bug – Record duplication
  • T-1751 User Technology Matching Bug – Tags
  • T-1753 Incubating Bug – Removing active technologies
  • T-1754 Startup Pipeline – Restrict deals in settings to new ventures
  • T-1762 Accept Payment Bug – Duplicate line items created
    • Created a pop-up confirmation that the payment has been processed so users cannot click the finish button more than once
  • T-1764 Distribution Bug reported by Customer #2 – Solution was to wrap in a transaction.

Miscellaneous

  • T-1426 Customer #5 – Upgrade the PHP 7.3
  • T-1667 Customer #4 – Update filters for the inventor portal
  • T-1731 Update “new” navigation bar to more closely resemble the “classic” navigation bar

Patents

  • T-1500 Customer #3 iEdison error message when attempting to submit PROV
  • T-1765 Customer #3 patent law firm upload authorization search – no results when searching on invoice or submitted date fields

Technologies

  • T-404 Customer #2 Upload Bug – More than 100 IDF signature pages uploaded; each day is a new one
  • T-1106 Customer #2 Remove duplicate marketing item in tech workflow
  • T-1664 Cannot create a new person in innovator section

2019/12/03

Equity/Groups

  • T-1629 Groups – Add Related Agreement Uploads
  • T-1702 Pipelines, cards – Update interface layout so text is in-line and does not use abbreviations
  • T-1703 Pipelines – Add spacing around the card count
  • T-1728 Startup Menu – Add link to startup menu to the classic navigation bar
  • T-1729 Add Reports to the Groups “Manage My Reports” drop down
  • T-1730 Provide a link on the groups search page that opens the new group details page
  • T-1755 Startups, Incubating Technologies – Add upload & notes to drop down

Finances

  • T-1719 Accounts – Patent Reference Numbers Displayed Multiple Times

Miscellaneous

  • T-1616 Customer #3 – Enable “My Profile” for Innovator portal

2019/11/26

Agreements

  • T-1600 Customer #3 – Remove “Credit Memo” from compliance type list
  • T-1601 Agreement People – Add Primary Department
  • T-1672 Customer #4 Add “Late Fee” to types of agreement financial compliance
  • T-1691 Customer #4 Add a new deal source type to identify agreements that are not customer #4’s agreements
  • T-1692 Customer #4 – Add “Other” to deal source list

Finance

  • T-1462 Distribution Bug – Upon page load, amount in distributed field is $0.00 and should be updated based on the selected schedule
  • T-1501 Customer #2 – Update invoice types
  • T-1514 Customer #4 – Update code so that invoices that are the new types get the correct number format
  • T-1622 Bug – Deleted accounts still displayed in interface
  • T-1665 Allow admin level users to change invoice types for paid invoices
  • T-1685 Add a column “Historic Distribution Reference Number” so that users can enter their own reference number to link distributions together

Patents

  • T-1601 Patent People – Add Primary Department

Technologies

  • T-1601 Technology People – Add Primary Department
  • T-1627 New Report – Technology Summary with Patents
  • T-1690 Customer #4 Workflow – Remove “x” from “X – Sent Licensing Manager Assigned email”