August 2024

NEW FEATURE • AUG 20 2024

Sandbox: Onboard teammates and try Productive features without messing up your data

A sandbox is a secure test environment where you can experiment without affecting your actual data.
It functions like a metaphorical playground where you can explore the system to better understand how it works or test new ideas.

RELEASE NOTES • AUG 13 2024

New Features

Added a warning when creating a cost rate with 0 working hours
Added a date picker when copying a recurring budget

Updates

Add the “Updated” badge to the new BambooHR integration.
Added separated column for lost reason note on deals report
When closing the existing Cost rate and creating a new one, the following fields will be pre-filled using the existing cost rate:
Adds the expenses section to the marketplace description for Xero

Bugs Fixed

Fixed the “Additional amount needs to be distributed” issue when creating invoices.
Fixed a bug with the profit and revenue table columns
A fix for an issue that occured when adding new cost rates to person without previous cost rates
Fixed screen resizing on timeline layout and added loader to task modal
Budget used field on financial item report will show in budget currency
Section name on deal or budget edit screen is no longer randomly truncated
Activity feed will now correctly show ‘Time and materials’ instead of ‘Actuals’

VIDEO • AUG 8 2024

Multiple Sales Pipelines, Custom Permissions, Push Expenses to Xero

From multiple sales pipelines to refining invoicing settings and custom permissions, we’ve been hard at work making Productive even more efficient for you.