RELEASE NOTES • sep 30 2024

New Features

  • Removed List-Calendar toggle on Person time off screen
  • Added task number and default expanded state; search improved

Updates

  • Clarified info for Rollover hours on recurring budgets
  • Added ability of duplicating closed subobjects on project duplicate as template action
  • Disables editing Due date when expense is paid externally.
  • Applied settings control buttons for document styles (duplicate and delete)
  • Implemented new “Create invoice” action inside automations. This action is available behind Budget trigger, which runs on Budget creation or updating
  • Updated alignment styles in gantt table
  • Restoring templates from the recycle bin links to the restored item
  • Fixed the formatting issues in XLS and CSV exports

Bugs Fixed

  • Replaced deal probability organizational setting with hardcoded 50%
  • Fix an issue where My time off widget did not work if user had View your own time off entitlements permission
  • Fixed an issue where Filter by company button on Company screen did not add filter
  • Fixed time calculating in time range
  • Fixed visibility of approver and rejecter in time entry item
  • Fixed length indicator of suggested time entries in suggestions section
  • Fixed the shown error message if end date is before start date when editing budget/deal details
  • Allowed turning off/on delivering budgets with unapproved expenses in the budget sidebar
  • Set the Tax rate select field on the invoice wizard as empty if there are no tax rates on the subsidiary
  • Added custom fields to services report
  • Fixed incorrect text on rejected bookings where instead of Rejected by, text said Approvers
  • Inside data tables, fixed an issue where inline editing of certain columns would fail without explanation
  • Fixed an issue when marking a project as delivered shows the wrong profitability at first
  • Fixed an issue on Simple budget editor where discarded changes would persist in session.
  • Update task custom fields positions based on positions set on its project.
  • Add AED currency for NBP Exchange rate provider.
  • Fixed a style issue where right border was missing from report table
  • Generate frontend line items on change
  • Approve action field is hidden if time approval is off
  • Add check if pulse form exists.
  • If invoice has saved date interval id as object in previous invoice settings it will be set as string
  • Display date range constant correctly on invoice wizard for Uninvoiced Time & Expenses method when that method is selected
  • Display date range constant correctly on invoice wizard for Uninvoiced Time & Expenses method when that method is selected
  • Fixed an issue where toggling fields inside the document template editor would have no effect. * Extracted LIG comparison function from generating line items
  • Time tab on person profile was showing Overview info
  • Inside registration, changed last step title if referral type field is hidden
  • Add flag check for reorder handle on task custom fields
  • If a sort is selected for subtasks and the values are the same, sorting now falls back to the title of the subtask * Fix an issue where shared view was not deletable in resourcing
  • Fix an issue where inviting contractor did not require a subsidiary
  • Fix an integration export bugsnag
  • Purchase orders can now be filtered with multiple payment statuses
  • Extracted LIG comparison function
  • Fixed the clear search button in Docs
  • Fix: removed “Filter By” button in table column menu for non filterable fields.
  • Fixed an issue where it wasn’t possible to search for templates when creating a new template
  • Stop opening color picker when dragging deal stages
  • Deleting deal from deal/services screen would sometimes throw some errors.
  • Fixed fallback routes for person profile
  • Fixes an issues where feature availability wasn’t refreshing properly after buying the Hris addon.
  • Changed default step value for decimal number input field to 0.1
  • Fixed loading state for bookings in Resourcing
  • Fix how emails with custom domains are built
  • Potential fix to prevent overriding bookings that are in the process of saving
  • Added task number and default expanded state; search improved

WEBINAR • SEP 23 2024

Office Hours Webinar: Dashboards

Learn how to create and customize Dashboards: Add reports in the form of widgets to create the control center for your agency.

Watch now

RELEASE NOTES • sep 11 2024

New Features

  • Added descriptions for person modals
  • Enabled duplicating closed tasks, subtasks and todos on project duplicate action
  • Added ability of duplicating closed or open tasks on board or task list duplicate action
  • Enabled duplicating of closed subtasks and todos on board duplicate action
  • Added ability to search by nickname in sharing modals

Updates

  • Inside automations, implemented permissions for viewing/managing tasks, deals, budgets and invoices
  • You can now import an expense on a budget or deal with no project assigned. The optional “Client” field is also available
  • Updated cost rate form so it uses as a template the cost rate with latest starting date instead of current cost rate.
  • Show external sync indicator on expense payment
  • Disables cost editing when expense is paid

Bugs Fixed

  • Enable viewing JIRA widget for all users
  • Fixed an error on budget form where “Owner” dropdown field would not show person’s avatar.
  • Fixed showing associated task in company time entries list
  • Fix an issue where after contact invite error page is shown
  • Fixed unsupported Project type filter in Resourcing
  • Fixed issue with creating filter params for reports
  • Fixed not loaded related tasks on time entries in day view
  • Fix changeset item to use raw values.
  • Fixed an issue where users were able to submit expense form with invalid attachments, causing them to be unable to open later.
  • Added the “Allow delivering budgets with unapproved expenses” checkbox to the Settings -> Budgets screen * Fixed the message when trying to deliver a budget with unapproved/rejected expenses.
  • Fixed a bug where it wasn’t possible to open a predefined view within the Project screen and related tabs.
  • Move Bamboo integration updated badge to direct integration.
  • Fixed tooltips and colors on aproval action in data table.
  • Fixed show absences button in Resourcing project layout.
  • This fixes a bug where some views were not deleteable.
  • Fix changeset item handling tags and attachments.
  • Fix for styler header alignment and draft alignment
  • Update changeset item value copy when enabling or disabling settings.
  • Removed the ability to bulk select invoices, budgets or deals when viewing a single company since editing isn’t allowed there
  • Fixed a bug where the quantity in the bill form wouldn’t accept decimal values.

VIDEO • SEP 9 2024

Sandbox, Improved Reports, UI improvements

Usually, August is a slower part of the year, but not for Team Productive. Keep reading to discover what we have in store for you right now.

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VIDEO • SEP 3 2024

Office Hours Webinar: Vacation and Time Off

We’re kicking off our new webinar series with a topic that’s relevant to agencies of all sizes: Vacation and Time Off. In this webinar, you’ll learn how to manage time off requests and approvals, understand how time off impacts project delivery and more.