Productive Monthly Updates: September

Stjepan Šandor

October 10, 2023

This September, we made significant improvements that will help you with the finances of your agency.

Additionally, we’ve also improved webhooks, Docs and reporting – plus there is a new way of organizing your work. To learn about all the updates from September, continue reading the article below.

Purchase Orders

With purchase orders, you can see how external expenses impact your budget. Suppose you plan to hire an outside consultant, order catering services for your client, or have a larger order of promotional materials – you can send purchase orders directly to your suppliers from Productive.

On top of that, you can also track payments and keep a close eye on delivery dates right on the purchase order to ensure everything is delivered on time. This means that you can track down all the bills you’ve received from the supplier, mark down the quantities, and record the amount paid and delivered.

As always, you can create detailed reports (e.g., Expense reports or Unpaid expenses), or you can create an automatic report that is sent to your email or a dedicated Slack channel.

Click here to learn more about purchase orders.

Create a Budget Without Creating a Project

Usually, you have to select a project when creating a budget, but now you can create a budget that can stand on its own. This is useful for situations like:

  • Ad-hoc client work
  • Tracking lunch breaks
  • Time tracking for a project that’s waiting for approval

To create a budget, simply follow the usual steps for creating a budget, but leave the Project dropdown blank. Later on, you can always assign that budget to a project – and you remove project associations from existing budgets if you want.

Define a Starting Number

You can already define the numbering scheme for Projects, Budgets and Tasks, and now we’ve added purchase orders to that mix as well. Better yet, now you can also define a starting number for the numbering sequence for all those objects.

This number will apply whenever you create a new Task, Project, Budget or Purchase Order – in other words, if your starting number is 500, each new Task will start with 501, then 502 and so on.

Relationship Fields

When you create a report, you can add fields that are connected to the object from the report. It sounds a bit abstract, so let’s explain on an example: Here’s a report from Reports that displays adjusted gross income per client:

Because each client is based in a different country, this information is attached to their profile. With that in mind, you can also add the field “country” to the report:

Improved Webhooks

Using webhooks instead of fetching data manually, you can subscribe to certain events when triggered. And now, we’ve made further improvements:

  • Check the sending status and test the payload you can send
  • Define custom headers
  • Added rate and fail limits

Wait, There’s More!

  • You can add Probability as a field for a custom formula in the Deals Reports
  • Docs now support checklists, and you can change bulleted lists to numbered lists (or vice-versa)
  • When looking at data in Resourcing, now you can use three grouping options – People, projects, time off
  • You can make changes on already exported invoices in Productive and update that same invoice in Fortnox

Still To Come:

In the next few weeks, you can expect:

  • Gantt layout (Try it now in Beta!)
  • Improved project templates
  • Nicknames for teammates
  • Customisable permissions
  • Automations for common actions

We’re always looking to make your experience of using Productive better.

We’ll keep you updated as we ship more improvements. The following Monthly Updates will arrive at the beginning of November 2023.

For any questions, as always, reach out to our Customer Support.

Stjepan Šandor

Product Marketing Specialist

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