July 2024

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

BLOG POST • JUL 11 2024

Productive Updates June: New Automations, Status Sync, Simple Budget Editor

As we head into summer season, we’re still not exactly backing down when it comes to new feature we released in June.

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 ‘:’