RELEASE NOTES • JUL 23 2024
New Features
- You can now share views on budgets and deals screens.
- Users will now be able to use interval date while creating an automation condition
Updates
- Round line item’s unit price on invoice wizard for correct calculation of its amount
- Add Approval status filter on Time off resourcing screen
- Task initial estimate can now be defined through quick add form
- Updated positioning of list header actions across kanban views to accommodate longer titles
Bugs Fixed
- Fixed the label for “Time and materials” billing type in the financial item reportYesterday
- Fixed a bug where all custom fields would show up when creating a new budget instead of only the ones marked to show up
- Fixed a bug where the document type would be incorrectly preselected when making a new budget from an existing budget or a template
- Fix for Adding Certain Filter Fields to Filter Groups
- Fixed incorrect permission for toggling Time off approval notifications
- Fixed incorrect items when Capacity & Availability report is grouped by custom field
- Adjusted the approval status labels for expenses in the report and when editing an exiting one
VIDEO • JUL 9 2024
Track Daily and Weekly Workload (BETA)
Now you can check your team’s daily and weekly workload and use it to improve utilization.
Using Workload, you can check estimated and worked time per each task, which is then compared to the person’s availability. If a teammate has too many Tasks on their hand, you’ll notice a visual warning. On the other hand, you’ll also see if they need more work. Read this article to learn more.
RELEASE NOTES • JUL 4 2024
New Features
- Added warnings for bulk creation of tasks, subtasks and to-dos
- Deal multiple sales pipelines
- Separated discount and subscription price for billing display
Updates
- Updated Docs breadcrumbs to support right-click and command-click for better navigation
- Updated copy on info label for invoice note and document template note with info about using custom fields as variables on those notes for document templates
Bugs Fixed
- Fixed rounding quantity on invoice wizard for invoicing percentage method
- Fixed RegEx for line item description
- Fixed an issue with default budget tracking types.
- There was an issue with bulk actions on deals where an error would appear
- Improved flash error message when editing a booking through booking form in Resourcing
- Remove duplicated filter fields in C&A report
- The invoice wizard’s preview request regex should interpolate items with a dash in its expression and use ‘:’
