RELEASE NOTES • may 2024
New Features
- You can now get a notification when a deal or budget is shared with you. This can be toggled in Notification settings.
- Added new time entry report fields – last activity and last actor
- Added reminder option for task start date in notification settings
- Dependency & description updates for budget (job) bookings permissions
- Inside automations, relative people labels should be a bit easier to understand now
- Users can now use Invoice attributes inside automations conditions
- Added Section group to nested service picker
- You can now choose to copy expenses on recurring budgets
- Graph on the C&A report is now visible without the need for grouping
Updates
- When creating automation, users can now select a new trigger type – Invoice and mention its attributes. Invoice conditions are WIP.
- Users can now see trigger and project labels on automation cell
- The linked status of an app in the marketplace is now communicated with a label in the upper right corner.
- Closed tasks in Gantt will appear as crossed
- Inside automations, users can now mention 5 more invoice attributes: Aging, State, Copied to accounting, Payment status, Sent status
- Weekends will be skipped when moving tasks in Gantt by extending tasks to the first working day
- Added attachments button to Time off approvals screen
- Added attachments in Edit booking form on Book time off screen
- Displayed duration for tasks with an initial estimate that fall on non-working days in workload layout
- Implemented recaptcha on the registration route
- When inviting new people to an organization, users will no longer have to enter their cost rate
Bugs Fixed
- Fixed an issue with background color inside text attachment preview on dark mode
- Fixed an issue where editing fields in Resourcing and saving them into a view would not have any effect
- Added filter for fetching current user’s and watched user’s service cross section
- Prevented active timers from other users in organization to be visible in header
- Fixed position of docs toolbar on mobile devices
- Fixed missing table headers in Resourcing
- Fixed an issue that would cause the page to become unresponsive when interacting with the timeline view
- Double clicking on the connect calendar integration button will no longer create an extra “Unknown account” integration
- Fixed an issue on line/area charts where tooltips were not displaying when hovering over data point which lies on vertical axis
- Fixed a bug where error on booking form would move Date range field
- Updated copy on Approvals notifications section in Settings
- Allowed inline editing the “Delivered date” field in budgets table only when the budget is delivered/closed
- Fixed replacing uploaded attachment with generated attachment
- Made the “Rate” field mandatory when creating a new rate in a rate card
- Fixed loading subpages if page is duplicated
- Update the person’s company or deal’s company/deal status and disable external sync
- Fixed moving behaviour on dependent tasks in Gantt if the parent task is resized
- Default deal status for win or lose button will come from the same pipeline if exists
- Deal won and lost dates will now show correctly when deals are closed
- Fixed a bug on Simple editor which caused resulting tracking restriction changes to not be applied on the budget
- Fixed a bug on budget creation when Simple mode is enabled in settings, but currently unavailable
- The board picker will scroll accordingly when items are being dragged
- Fixed a bug where users couldn’t add attachments to expenses, bills and document templates
- While deleting released flag if block was deleted for persisted bookings.
- Fixed a bug when adding a new booking on a service on a projectless deal or budget.
- Lock icon in company time header aligned to the other elements
- Added feature status check for adding new pipelines
- Added probability per stage feature info
- Reverted crossed services for persons
- Added missing data when winning a deal and creating a budget from it
- Added warning for approved time entry delete action in Budget Time view
- Fixed Jira worklog timestamp on time entry save
- Adding missing cost rate button now opens cost rate form
- Fixed issue with query includes for custom & formula fields.
