RELEASE NOTES • sep 30 2024
- Removed List-Calendar toggle on Person time off screen
- Added task number and default expanded state; search improved
- 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
- 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.
RELEASE NOTES • sep 11 2024
- 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
- 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
- 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.
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.