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QortexOS release

0.18.0-beta

QortexOS v0.18.0-beta

Released

Added
  • Administrators can now sign a deactivated member out everywhere from the Users list: every session the member still holds ends at once, and the account stays inactive.
  • Testing a QuickBooks Desktop connector now shows the Web Connector's last check-in and what to do next, and can wait up to two minutes for its next check-in.
  • From the connector console you can now edit a connector's name, sync schedule, data types, credentials and notification contacts.
  • The QuickBooks Desktop connection test now checks your Web Connector: whether it checked in, when it last did, and the next step when it did not.
  • A connector QortexOS support paused stays paused until support resumes it; contact QortexOS support to resume it.
  • The Connector Console now shows how current each connector's data is, flags data types that are still catching up or cannot catch up, and lists each data type's status and last run in the connector's details.
Changed
  • The Forecast Runs panel on the Revenue Forecast screen now lists only runs that generate new forecasts, and stays hidden until there is one to show.
  • The POR Import no longer locks the budget: it replaces the plan-of-record lines and leaves the budget a draft, which you lock from Budget Setup review, so importing needs only the budget import permission.
  • Workforce capacity recommendations no longer price labor at a flat USD 75 an hour. They use each technician's own pay rate, in the currency it is paid in, and show a figure as unknown when a rate is missing or its parts are in more than one currency. Individual pay, and the totals and rates calculated from it, are now visible to the account owner only.
  • A client whose churn intervention you dismiss is no longer flagged again with a new system-generated intervention.
  • In the connector console, Disconnect replaces Delete, Pause and Resume: it ends QortexOS's access at once and keeps the connector's data and history, and you can reconnect it later through Edit.
  • Force sync is now Sync now: during the 15-minute wait between manual syncs, it shows when it opens again, and the full re-pull option is gone.
  • Disconnecting a connection now has its own permission, which admins and owners hold; deleting a connector now goes through QortexOS support; and on every plan, a new sync schedule can run at most once every 60 minutes, while an existing faster schedule keeps running as set.
  • A new connector sync schedule can now run no faster than your plan's fastest sync interval, while an existing faster schedule keeps running as set. Sync now can run once every 15 minutes per connector. To pause a connector, contact QortexOS support.
Fixed
  • Benchmark participation now needs at least one data category while sharing is on; an account that was sharing with no category selected now shows all seven categories, which it was already sharing.
  • The client health card on the QortexOS Pulse now counts each client under an active contract once, by its latest measured health in the last 30 days, so clients last measured long ago, clients with no health data and clients no longer under contract no longer fill the month's bands.
  • Screen readers now announce the sidebar as the main navigation, so you can jump straight to it.
  • Budget and peer benchmark screens now show each amount in the currency of the budget or record it belongs to.
  • Connector syncs now stop on time when a vendor answers slowly, and the next sync picks up where they stopped.
  • The Covenant Console can now sort covenants by risk level, most severe first.
  • Peer benchmarks follow one platform-wide privacy floor: at least 10 peers for a money figure and 5 for any other, and one tenant's privacy setting no longer holds a comparison back for the others. Each peer benchmark shows the minimum group size it actually had to meet, and the privacy level recorded with it is that platform floor. So the privacy compliance score shown with it changes: it rises where the platform floor is stricter than the tenant's own privacy setting was, as for most money figures, and falls where the tenant's own setting was stricter. The benchmark quality score is measured against that minimum, so some quality scores are lower.
  • The Demand Forecast console now marks a forecast estimated from a skill's own hours of the last 90 days, rather than made by a model, with an Estimate badge and a line saying what it rests on or that the skill had no hours, and a recommended action made from one says so in place of a model's accuracy; the Workload Center's recent forecasts carry the same badge.
  • A connection's detail sheet no longer shows an old sync failure once a later sync of that connection succeeds.
  • The highest risk level now reads Critical in place of Extreme wherever a risk level shows, among them the Clause Lens, the Renewal Console and the Drafting Studio, and a contract whose clauses are rated Critical is read in full instead of failing its import.
  • At-Risk Accounts now marks an account that has an open intervention on every day, not only on the day the intervention was opened.
  • You can no longer open a second churn intervention for a client that already has one open. The request is declined and names the open intervention, so you can add the new action to it instead.
  • The At-Risk Signals header's High-risk accounts tile and the Retention Center's At-Risk Accounts card now count each account at high risk once, on the latest analysis day, and in the Top N of M accounts line, M is that day's scored accounts.
  • Screen readers now name the page's breadcrumb trail in your own language.
  • When the portal cannot check whether a screen is available to you, the screen now shows an error you can retry instead of Page not found.
  • A connector whose history is too large for one sync now finishes it across syncs, one window at a time, instead of starting over on every sync, and a connector that cannot move forward is marked degraded instead of syncing again on every check.
  • After you pay for a subscription, that browser can no longer start a second checkout. If the email address was wrong, you can now correct it on the paid account instead.
  • The Workload Center no longer shows an optimization potential in a currency other than your organization's. Until the amount is in your organization's currency, the insight names the potential and says the amount is incomplete.
  • Each application in the Hiring Pipeline Console's latest applications now shows its candidate's reference code and the requisition it was made for.
Security
  • A contract approval's history is now recorded automatically with each decision, and its entries can no longer be added, edited or deleted by hand.
  • The benchmark enrollment step no longer shows a cohort's live member count; cohort sizes come only from the monthly benchmark release.
Limitation
  • Client and contract financial analytics are paused for an organization that has two PSA systems connected at once; every other organization's analytics are unaffected.