RELEASE NOTES • OCT 31 2024 🎃
New Features
- Display warning modal on recurring budget dates change.
- Added default currency field and filter to company reports view.
- Added ‘Without project’ type grouping to profile time overview table.
- Added new permission for Settings / Sales.
- Added attachment urls to document templates.
- From now on, all reports will be created as “private” by default.
- Report creator can then click on “Share” button and assign read or full access to other people, teams or dynamic groups
Updates
- Gantt timeline actions are repositioned from project navbar to timeline.
- Tax ID on Billing info is now a required field.
- Added nested service picker to start timer action in task header.
Bugs Fixed
- On organization general settings, save error will be displayed when validation error happens on save.
- Fixed an issue where deal subscribers were lost on any deal change.
- Fixed an issue where users would see infinite loading when trying to open report chart.
- Removed the disabled state on the purchase order attachment even if it’s sent.
- Fixed an issue where large requests would fail when depaginating reports.
- Fixed losing parent-child task relation when dragging tasks in workload layout.
- Dependent tasks of a closed task won’t be moved in gantt layout.
- Group by person CustomField on services report now shows correctly person model.
- Hide unnecessary creator/issuer and subject columns on info headers for budgets and deals.
- Fixed hourly rates not displaying properly on person cost rate overview.
- Visual fixes for header on rate cards / rates.
- Properly handling errors on deal new form.
- Fixed an issue with the form loss modal raising randomly with repeating properties on task.
- Fix an issue where a person in recent employees was not clickable.
- Disable ‘Approve all’ button for partially approved time-off request groups.
- Fix changeset item handling legacy tags and 2nd level settings changes.
- Use parsedValue when removing a value.
- Fixed glitching of day view in Safari.
- Fixed broken layout in deal wizard and budget wizard on error.
- Fixed an issue with the pricing switcher being disabled.
- Fixed an issue where back button did not work when creating a custom field.
- Fixed creating budget from won deal.
- Hidden invalid ‘discard changes’ dialog from edit user manager form.
- Hidden ‘cancel request’ option on others time-off booking requests.
- Fixed an issue where Unsent & Paid warning would show up for sent invoices.
- Fixed suggested time entries initial load and pin action.
- Using document styler save an empty value in the input without a form-preventer popup.
- In expenses approval screen, bulk approve button is now aligned.
- Using new styler architecture display deal’s or budget’s owner on templates.
- Show that the expense was exported and a warning message when integration is no longer connected.
- Fixed an issue where custom fields popup inside company navbar.
- Fixed missing info that an Invoice was exported to an external tool, if the integration for the subsidiary the Invoice belongs to was disconnected.
- Fixed a rare bug where the external sync modal would appear when saving non-synced deals, services, or contact info.
- Fixed an issue in reports caused by the multi-select field filter when only a single item was selected.
- Deal stage picker is collapsing correct pipelines when in context that supports it.
- Fixed an issue in reports caused by the multi-select field filter when only a single item was selected.
- Fix a bug where custom domains from different subsidiaries than the current person didn’t show in the emails list.
- Fixed an issue where the columns on column chart would be render slightly above/below 0 on the y-axis.
- On the new document template architecture use localization language that was set on document type settings.
- Allowed picking the exchange date when the selected currency is the same as the organization’s in insights.
- Conditional rendering of “Get up to speed” button.
- Exporter rounding issues.
- Get jwt token when clicking on sandbox link.
- Fixed a UI bug where users could click the “Edit” or “Delete” buttons for time entry on Deal/Time screen when they should be disabled.
New Sharing Options, Tax Rates, Champions
As the fall season approaches, we’re continuing to roll out exciting new features and improvements for Productive.
RELEASE NOTES • OCT 15 2024
New Features
- Added wizard for creating new deals which replaced the simple form.
- Added service custom fields to rate cards.
- Enabled workload in Capacity & Availability report.
- Added ability to specify the issuer of an invoice.
- Added ability to view custom fields on deal/services screen.
- Added a new field “Recognized time” to Capacity & Availability reports.
- Added overhead checkbox to placeholder forms when creating, editing or duplicating placeholders.
- Added SAR currency and reorder alphabetically
Updates
- Avoid making API call when deleting deal-status.
- Added invoice issuer override label to invoice document template settings.
- Use bulk reorder when reordering custom fields.
- Link Quantity and Unit columns into one column or unlink them into two separate columns using the new architecture and hide/show those fields accordingly.
- Improved accessibility for deal service sections.
- Added nested task picker to time entry form and time entry item.
- Added loader to Approvals -> Time off when clicked on Approve button.
- Added nested service picker to Jira widget.
- Fixed exporter issue with exchange currency.
- Enabled Filter Groups for Dashboard widgets.
Bugs Fixed
- Improved error message when creating a budget.
- Fixed issue with advanced filters and malformed filter params.
- Fixed default currency when duplicating a budget. For invoice preview calculate taxes by multiplying and rounding line item amounts so the totals are correctly displayed.
- Enables creating custom webhook headers with dashes in the header key.
- Fix an issue where user couldn’t see own profile without permissions.
- Allowed delivering budgets with unapproved or rejected expenses.
- Fix missing export expense to Xero.
- Fixed re-rendering board view when dragging tasks between lists.
- On the global tasks view, the Assignee field should now preload only project members of the project the task is on.
- Fixed an issue where custom fields popover would render as empty inside company/invoice navbars.
- Tax rate and note fields are now always visible (deal / sidebar PDF panel).
- Fixed rounding problems in document templates when dealing with negative amounts.
- Use variables for line items description on invoice wizard which was set on the previously created invoice for the company (client).
- Fixed race condition that caused incorrect scheduled time for bookings.
- Fixed inconsistency in grand total on proposals between old and new export architecture.
- Display a 0% discount on aninvoice template if any other line item on the invoice has a discount bigger than 0.
- Fixed sort direction of subtasks when sort is set by due date.
- Added a warning when service assignments fail to save.
- Equalized the labels for approval statuses for time entries and expenses that are unapproved or automatically approved in tables.
- Fixed billable time rounding in Day view layout.
- Fixed an issue where toggle state for “Autogenerate invoice number” was not working properly.
- Fix resetting time entry form after time entry create when user’s default time view is Timesheet.
- Fixed duplicate “date” columns for csv/xls export.
- Fixed an issue where new Tax Rates could not be created on organisations with one subsidiary.
- Fixed overlapping tooltip for budget total * Enabled searching by task number in nested task picker.
- Unlinked task when time entry moved to another project’s service.
- Add a generic error message to the Jira widget no access page.
- Enable task dependencies duplicate on project duplicate action.
- Issue where the confirmation dialog would appear twice when canceling changes on the payment reminders form was resolved.
- Fixed an issue in the Subsidiary Invoicing Options modal where an unnecessary confirmation dialog appeared after an error.
- Fixed issues in docs linking and breadcrumb navigation.
- Fixed an issue where “Book a demo” calendar would break on registration.
- Fixed estimation appearance in Task Time nested service picker.
- Fix input field clicking with enter key.
- Inside data tables, fixed an issue where inline editing of certain columns would fail without explanation.
- Invoices tab on a project will not be displayed if Invoicing module is disabled.
- Fixed positioning of “Add payment reminder” button.
- Overhead per hour” is brought to the first place in the Overhead history table.
- Fixed issue with report drill-down for advanced filters.
UPDATE • OCT 9 2024
Productive is now SOC 2 Type II compliant 🔒
Productive is SOC 2 Type II compliant, and this certification reflects our commitment to safeguarding your data, making sure it’s managed securely and responsibly. To learn more, take a look at our Trust Center.
NEW FEATURES • OCT 7 2024
We’ve updated our roadmap! 🚀
Over 300 updates and improvements are launched each year, and we’re raising the bar even higher. Discover what’s on the roadmap for the coming months.