RELEASE NOTES

Every Week We Deliver New Features, Updates and Bug Fixes

Check our release notes log sorted by date.

    29 Mar 2023

    New Features

    • Added a new field Dependencies which shows whether the task is waiting on, blocking or linked to other tasks
    • Added column for checking user access (revoked status) on users in settings 

    Updates

    • A warning message will be displayed if a user tries to export an invoice with line items with negative amount to QuickBooks Online
    • Update wording for organization verification
    • Update wording on company Slack integration modal

    Bugs Fixed

    • Fixed Marketplace design after design review
    • Fixed an issue causing filters to fail and crash the app
    • Fixed display of locking banner when locking date on a daily basis
    • Billing type grouping on financial insights now works correctly
    • Disabled reverting import for imported users
    • Fixed the initial Open expenses service disappearing after refreshing the Budget -> Services page
    • Added appropriate message to budget feed when booking tracking changes
    • Updated wording when assigning people to service
    • Fixed positioning in scheduling when a date parameter is present in the URL, otherwise it behaves as it did
    • Group annotation should set only if it has chart data
    • Fixed the missing checkbox for overhead when creating or updating a cost rate –

    22 Mar 2023

    New Features

    • Activity changes will now show restored bookings properly
    • Timers started from Jira are now colored with Jira brand color
    • Enabled automatic creation of customers for Visma e-conomic invoice export
    • Added notification settings for Notes
    • Disabled invoice export if all properties in form do not have selected values
    • Sorting document templates alphabetically when listing them in the settings page

    Updates

    • Enable resizing sidebar showing subpages in Doc
    • Wording in Docs and page actions are updated
    • Updated wording for users on Harvest data import
    • Move page and convert to Doc action are available to all subpages in Doc

    Bugs Fixed

    • Expenses can now be filtered by multiple service types on My expenses screen
    • Added rate card status and rates count fields to Rate report in Insights
    • Fixed the unclickable navigation buttons in Intercom navigation in iOS
    • Fixed an issue causing users with roles downgraded to manager to be locked into budget profitability views
    • Budgets chart and financial block have less money issues
    • Remove the page limit from the project search when adding project(s) to the person
    • Fixed a bug where placeholder user color couldn’t be yellow
    • Deleting services and sections received UX improvements
    • Fixed an issue causing settings tab not to be visible in deal sidebar
    • Automatic time tracking is now disabled for placeholders on booking form
    • Replaced the source the person company filter in capacity & availability insight points to
    • Fixed an issue which prevented changing services for different people on booking form
    • Fixed subtasks disappearing when drag and dropping parent tasks between groups on list layout
    • Fixed an issue where save button was not visible on booking forms

    15 Mar 2023

    New Features

    • Display a person’s name if it’s already inside a Company on salary form when inviting people
    • Always display the time off tab for a person but hide/show time off approvers depending on the time off approval addon state
    • Notification settings for tasks can now configure due date

    Updates

    • Folding pages in pages hierarchy will be saved within Docs

    Bugs Fixed

    • Fixed an issue causing default deal probability not to be used when set to 0
    • Fix wording on flash message when deactivating user to inform user’s properly about total seat number change
    • Remove tasks from archived task lists and boards in task picker on time entries
    • Fixed changing a person’s virtual status after updating the person’s holiday calendar
    • When an invoice is copied but integration was deleted or it’s not valid, display the proper copy on the invoice integration status popover
    • Improved styling and wording of available seats error when importing user templates

    1 Mar 2023

    New Features

    • Add additional Me label next to current person in assignee select field on Tasks
    • Created by field is now available in Insights on Time Entries source
    • Export credit note to Twinfield
    • Added the possibility to toggle tracking for whole sections

    Updates

    • On Deal edit view, for new section, estimate field auto shows for piece unit

    Bugs Fixed

    • Fixed the hour format in nested service picker
    • Removed duplicate tags filter on Scheduling
    • Fixed display of global error messages when importing data
    • Fixed a bug where a mention for an attachment didn’t work after comment has been saved
    • The unread activities indicator no longer appears on the time tab in Task
    • Fixed an issue causing some services to be missing from booking form on Scheduling
    • Loading state for searching mentions should now show correctly
    • Fixed an issue causing the booking form date picker to become unresponsive
    • Added validation when changing the overhead recalculation date
    • Set tooltip when creating invoice for Uninvoiced time & expenses label only when budget has all fixed (by piece) services
    • Raised the maximum number of prices that can be listed when editing rate cards
    • Disabled finalize invoice button if there are some unsaved changes present
    • Fixed rounding issues when invoicing by percentage of selected Budget(s)
    • Disable opening select fields when using shortcuts
    • Managers should be able to add and remove task custom fields from the library to the project
    • Enable editing Projects that are public and user is not a member

    22 Feb 2023

    New Features

    • Display article The in exported file when address is in Netherlands
    • Sort option can now be edited on Dashboard widgets
    • Allowed users to export line items Insights
    • Dashboards can now be duplicated

    Updates

    • Information about Dashboard creator, creation and last update time is now available in Dashboard header
    • Mentions for tasks now have updated icon
    • Set invoice destination in Twinfield settings, automatically create customer while exporting invoice
    • Moved budget client view setting into client tab
    • Worked time and Scheduled time fields on financial report are updated, and a new field Time has been added

    Bugs Fixed

    • Enable pinning of services in new time entry form on Calendar layout
    • When resizing the window on Calendar layout, tasks no longer get misaligned
    • Removed time off status sync for Office 365 calendar integration
    • Percentage helper rounds to whole number when precision is set to 0
    • Users can now reopen resolved discussions
    • Changed Google’s description link on marketplace modal
    • Chart items now correctly use default and normalized currency
    • Disable editing custom fields for non-admins in project library
    • Staffers can no longer reassign person on expense modal
    • Service picker popover on expense form is wider so that large project names are fully shown
    • Changed wording in settings from Subsidiaries to Company info
    • Fixed an issue on company time which allowed tracking time for a deactivated person

    15 Feb 2023

    New Features

    • Added European Central Bank as the exchange rate provider
    • Show person’s name with mail same as the one in form for creating new person and link this person to it’s name
    • Added over-invoiced budgets and services modal to Invoice wizard
    • Widgets can now be moved between Dashboards
    • Enabled Twinfield invoice export

    Updates

    • Disable showing Revoke login access button on Contacts
    • Added Company view and Company manage permissions
    • Added the possibility to choose a Holiday Calendar when defining the cost rate for a newly invited person 
    • Added the first step in the purchase order wizard for picking the vendor

    Beta Features

    • Introduced a new beta flag to display billing type field on Financial report
    • Disabled adding Milestones on project with no boards or task lists
    • Enabling convert of Milestones to Tasks and vice versa
    • Users can now be imported to Productive via CSV templates
    • Added company view and company manage permissions
    • Added the possibility to choose a Holiday calendar when defining the cost rate for a newly invited person –
    • Added the first step in the purchase order wizard for picking the vendor

    Bugs Fixed

    • Fix for incorrect calculation of line item amount with tax
    • Saving the project as a template no longer changes Project’s name
    • Popover displaying widget information will no longer show while widget is not saved
    • Fixed the rounding issues with hours
    • Disable editing comments and using toolbar
    • Fixed disappearing active timers on Jira widget & excessive logging to Jira log history
    • Button for showing and hiding completed todos in now aligned
    • Disable multiple revoking login access
    • Avatars in Feed widget should now be aligned
    • Warning for exporting too many items should now show correct number of items
    • Column aggregations will now be visible in widgets
    • Updated wording for data import page
    • Users can now reopen resolved discussions

    8 Feb 2023

    New Features

    • Added Twinfield to the App Marketplace

    Updates

    • Renamed billable Time Approval feature to just Time Approval

    Beta Features

    • Users can now use Split cells action within table toolbar options
    • Users can now use Merge cells action within table toolbar options
    • Updated styling in overhead settings
    • Limitations when editing a time off are now behind a beta flag
    • Added the groundworks for Purchase Orders
    • Fixed a bug where some filters got removed immediately after opening an Insight
    • Replaced all labels for Actuals billing type with Time and materials 

    Bugs Fixed

    • Fixed a bug where booking tracking was visible on Deals
    • Update Email inbox setting on toggle change
    • Fixed style for Expenses settings after design review
    • Fixed logged minutes bug in Jira when tracking time via timer
    • Removed possibility for disabled state on invoicing setting and remove unnecessary tooltip
    • Update Time entries approval setting in Time tracking settings (a.k.a. billable time approvals)
    • Added a visual error when user tries to edit data in read only mode

    1 Feb 2023

    New Features

    • A booking can now last a maximum of 2 years
    • Added confirmation modal for deactivating group of people
    • Move expenses approvals addon to it’s own settings card 

    Updates

    • Added quantity field to expense form where it was missing

    Beta Features

    • Fixed the wrong displayed value when requesting half day off
    • Added required custom fields to bookings
    • Users can now use Clear contents action within table toolbar options
    • Reordered columns in overhead settings and fixed a bug showing the wrong overhead cost
    • Removed hourly cost in users cost rate if cost rate is hourly and fixed capacity values 

    Bugs Fixed

    • Filter only active rate cards
    • Improved copy for insights not available in users current pricing plan
    • HubSpot integration is marked as BETA in marketplace
    • Financial precision dropdown no longer shows empty options
    • Fixed an issue causing the scheduling activity link to be visible outside of plan
    • Fixed integration’s status changing icon and tooltip for Exact
    • Fixed bug that prevented exporting credit notes to accounting tool
    • New job modal on company jobs screen acts as expected
    • Fixed a bug where Time off icons did not show in scheduling when grouped by Time off
    • Prevented user from editing their own approved time off
    • Fixed the wrong Last updated date being shown in the footer of a booking popup on scheduling
    • Fixed broken form for creating a pulse
    • Fixed a bug where billable amount did not save first time when creating new Expense
    • Fixed a bug where estimated time did not save when updating it manually
    • When grouped by project on Scheduling, service picker is now limited to only services that belong to the selected project 

    25 Jan 2023

    New Features

    • Moved Email inbox Addon to Sales settings

    Updates

    • Add Upsell modal for Template Center
    • Set Colours for disabled toggles depending on its status 

    Beta Features

    • Added the budget cap to Actual services in the Budget -> Service
    • Enable creating Milestones using quick add
    • Fixed the styling of Overhead settings
    • The person who duplicates a project now becomes the creator of all copied objects
    • Budget recurring filters now have a plain date picker 
    • User can now create, update and delete custom roles
    • Hidden the Show history button on booking popover for staff users
    • The button for triggering occurrence now on recurring budgets will now be disabled until the action is finished

    Bugs Fixed

    • Fix disappearing event suggestion in calendar layout on time tracking
    • Fix setting correct date on time entry when dragging it after midnight on calendar layout
    • Prevent certain sidebars from closing without the users confirmation
    • Fixed a bug where an incorrect currency was shown on an existing overhead calculation
    • Removed the overhead recalculation action for projection
    • Added budget remaining filter to services insight
    • Fixed a bug when filtering services by booking tracking enabled in insight
    • Fixed the conflicted booking bug
    • Fixed null values for linked services amounts on invoices
    • Fixed the rounding issue for worked time/estimated time label when picking a service in a dropdown
    • Timer in desktop app widget is now correctly refreshed when app is in the background

    18 Jan 2023

    New Features

    • Added CompanyCode column in Company data import
    • Enabled moving board to another project
    • Instead of showing an error on a booking entry in the calendar, it will be displayed in a modal
    • Enable including Time Off time in week aggregations for time entries on day view
    • New Marketplace banner for HubSpot integration

    Updates

    • Removed teams from contact’s navigation bar
    • When bulk changing people on time entries, a window asking for confirmation will show
    • Changed addon as copy to setting or remove it where it wasn’t necessary

    Beta Features

    • People, Companies & Deals synced with external tools will now be marked with an accompanying sync icon –
    • User can now see history of all activity in Audit log in Settings
    • Added the possibility to book half a day when requesting day off
    • Hourly cost rate will now show weekly capacity instead of daily
    • Custom roles can now be assigned in person permissions form
    • Warning modal will popup if a user attempts to update a person, company, service or a deal imported from external tool

    Bugs Fixed

    • Fixed a broken link to the help article in the Custom Fields settings page
    • Fixed inconsistencies when using the feature view as client and actually viewing as a client
    • Fixed Jira widget bugsnag when deleting integration for an archived project
    • Labels for recent dashboards in sidebar now have a fixed width
    • Enable stopping timer on time entry from yesterday in calendar layout
    • Fixed a bug where invalid money appears for the profit/revenue values after hiding the chart on a budget
    • Set warning icon and tooltip for revoked Slack

    11 Jan 2023

    New Features

    • Document templates now support Polish language
    • Added rate in Euros column for HRK invoices
    • Widgets can now be duplicated

    Updates

    • Improve empty state on metrics chart when displaying money data
    • Estimated time now adjusts based on input quantity when creating new fixed service
    • Single-sign-on form metadata URL and XML input fields are now being validated

    Beta Features

    • Added custom fields split by pipeline in the Jobs sidebar
    • Creating new pipeline stage has Open as default status preselected
    • Added functionality to invoice percentage of budget(s)
    • Added a way to create Milestones and updated the Task form
    • JIRA issue status & JIRA issue summary are now available on time entry insights
    • Picker for deal status is bigger and easier to find

    Bugs Fixed

    • Updated the default scheduling date from center to beginning of todays week
    • Tooltip for requested time-off now has a more understandable description
    • Sort time entries in day view so that last created one is at the top of the list
    • Date and service field on Expense form now do not have a clear button

    4 Jan 2023

    New Features

    • Unlimited time-off entitlements are now always defined in hours
    • Added validation for “ended on” date in Scheduling when editing or creating a new booking
    • Ability to convert a user to virtual user
    • Payments can now be synced to Exact integration
    • Time Tracking addons are now in Time Tracking Settings section

    Updates

    • Divided Service types Settings in Sections on Budgets

    Beta Features

    • Added a popup with Custom fields when the pipeline on a Job gets changed
    • Jobs received – delivered on date field
    • Fixed the look of the Overhead cost upgrade feature in settings
    • Added Custom fields when creating a new Job
    • Added a holiday calendar picker to the cost rate modal
    • Invoice wizard now supports time entries in cost rate currency
    • Cross group drag and drop for Jobs kanban
    • Active discussion excerpt is now higlighted in Doc editor
    • Added verification whether the organization has an active Slack integration when displaying Slack toggle options for notifications
    • Removed all checkboxes from Slack medium except on Comments and Mentioned properties
    • Added pipeline picker and information to Custom fields Settings

    Bugs Fixed

    • Repeat booking count is limited from 50 to 52
    • Requires approval message won’t appear anymore for automatically approved time-offs
    • Fixed styling for adding new rate modal when organization or company have no defined currency
    • Fixed a bug where it was not possible to turn on status sync for Google calendar integration
    • Removed rate cards filter for plans that do not support rate cards
    • Fixed not opening modal when editing Subsidiary
    • Fix for disabled time off approval addon
    • It is now possible to add rates of negative value to a rate card
    • Fixed a bug where time and booking tracking were left on, instead of off
    • Fixed an issue causing the add vendor button to be displayed to all users on expense form
    • Fixed a bug where the initial opened tab on the budget -> services screen wasn’t correct
    • Fixed a bug where non-billable services would show when using the View as client feature

    21 Dec 2022

    New Features

    • Transfer time off approval addon to time off approval settings route
    • User contact info is now hidden for client roles
    • Move subsidiary addon inside company info settings card
    • Moved invoicing addon on invoicing settings card
    • Toggle payment reminder form and set remove reminder button at the bottom

    Updates

    • Redirect user from time calendar layout to marketplace when it’s clicked on calendar settings

    Beta Features

    • Adding new stage opens a modal which, if canceled, now correctly disposes of this unwanted stage
    • Deleting pipeline stage modal includes stage icon next to name
    • Allowed the user to remove an assigned project from a job
    • Hourly cost rate will now show different data
    • Added Invoice line items Insight

    Bugs Fixed

    • Fixed a bug when bulk selecting would cause other bookings to become unselectable
    • Fixed a bug where time tracking stayed enabled when a service was changed to Actuals – Piece
    • Fixed styling issues for buttons with dropdown menus
    • Fixed a bug where marking a section or row for deleting wouldn’t enable the Save button
    • Time entry should now always display Deal/Budget name: Service name when listing time entries
    • Change redirect link after connecting Google integration
    • Fixed a bug where edit button for office 365 integration would connect again

    14 Dec 2022

    New Features

    • Added a possibility to decide if the duplicated recurring budget will still be recurring

    Beta Features

    • Removed unnecessary line when there are no time entry suggestions
    • Booking popover can now show previous activities on that booking
    • Remove access to other people’s time entries for time Staff roles
    • New service picker on new booking in Scheduling
    • Moved the Overhead cost add-on to Overhead settings
    • Added Slack and mobile as options to Notifications
    • Hubspot integration can now be connected to Productive

    Bugs Fixed

    • Red heart emoji should now display correctly ❤️
    • Private tasks can’t be set as subtasks when dragging tasks in list layout
    • Removed internal error showing in date picker
    • Remove tasks on archived task lists and boards when in bulk change of a parent task or selecting a task dependency
    • Fixed display issue with having a long To-Do displayed in a dashboard widget
    • Fixed invoice search when adding payments
    • Fixed setting time to 12am when setting 12pm in Pulse form
    • Links in Deal header would sometimes cause app to fail
    • Dashboard picker will no longer stretch when a Dashboard has a long name
    • Fixed a bug where a Budget was listed as a Deal in an inbox notification
    • Fixed an issue causing Company screen to break sometimes when refreshing the app

    7 Dec 2022

    New Features

    • Actions from the header on budget, deal and job screens have been moved to the sidebar
    • Add flash message on modal for deactivating user regarding seats in subscription
    • Dashboards can now be quickly switched by a picker in the dashboard header
    • Display modal with error message when connecting integration responded with 422 error

    Updates

    • Add widget info popup when editing a widget
    • Due date on tasks in list layout can now be removed inline
    • Add person to subscribers on a task when mentioning them in a comment
    • Enable grouping of docs by projects
    • When setting parent task to the task update task’s task list
    • Workflow statuses in project sidebar are now sorted
    • Improve information shown in the feed when adding a comment to a doc

    Beta Features

    • Allowed users to bulk extend bookings
    • Resolved discussions can be shown separately in Docs
    • Added toggle for booking tracking in the services table
    • Documents can now be created using the quick add menu in the main sidebar
    • Allowed users to bulk delete bookings on scheduling calendar
    • Implemented a settings page for configuring payment reminder sequences
    • Jobs check for unapproved or rejected time entries and for recurring deal when moving to delivered state
    • Custom role permissions are now integrated for entitlements
    • Pipeline picker is now in line with view setup views picker
    • Sales closed on date field has contextualised labels

    Bugs Fixed

    • Fix for written-off amount bar length & left to pay percentage on invoice
    • Fixed various validation issues on booking form which occurred when editing or creating bookings
    • Fixed search for role switcher dropdown in impersonate mode
    • Fixed position of role switcher popover in impersonate mode
    • Fixed a bug when canceling changes on an insight wouldn’t show the names of selected options in dropdown fields
    • Fixed a bug when trying to toggle notification settings sometimes wouldn’t work
    • Duplicate from last working day on day view in time tracking is disabled if user has autotracking turned on
    • Description of staff with time role access abilities is now more precise
    • Fixed an issue causing repetitive draft comment updates
    • Grouping service report by section now allows grouped data preview
    • Creating project from template will now prefill project color
    • The project manager group will no longer be available in the sharing modal on the dashboard
    • Contacts no longer show a broken role underneath their names
    • Pipelines can exists in setting with 0 stages
    • Disable selecting already selected tasks as parent tasks when editing parent task in bulk
    • Prevented accidental closing of popup during discussion creation
    • Fixed requested time off time on approvals screen when half-day or full day is requested
    • Selecting end date in date pickers should now work as intended
    • Fixed a bug where every service was listed in service filter instead of only the ones from the current deal
    • Admins can now update sample data

    30 Nov 2022

    New Features

    • Users will now be navigated to Budget > Time tab if they try to deliver a undeliverable budget
    • Separated the tracking controls in the service table to their own column 

    Updates

    • Booking popover on Scheduling has a new look
    • A warning message will now be shown when creating a Widget from an Insight
    • Currently active Task will now be highlighted in the table view

    Beta Features

    • Add message from previous day option to empty state on day view in Time tracking

    Bugs Fixed

    • Archive icon in inbox will now show correctly
    • Fix for reverting of invoice finalisation status
    • Show correct custom fields in project sidebar when opening and closing a task

    23 Nov 2022 ⚽️

    New Features

    • Service relationship fields are now available on the Time report
    • Manager can’t assign a role of a profitability manager to a new or existing user
    • Managers with restricted access can’t grant unrestricted access to new or existing users
    • Add “payment terms” field, filter and sort on Companies table
    • Added filters for fetching services for specific modules

    Updates

    • Search will be initially focused when opening App Marketplace
    • Update messages in Activity Feed when sharing a Dashboard
    • Update value of “started at” field on a Time entry when starting a timer
    • Widgets showing metrics chart will no longer show the label describing the value
    • Widget will now be in the centre of the screen when editing it
    • Admins can see date when the flag is created

    Beta Features

    • Fixed the wrong cost value in header tooltips for the service table
    • User can move page to another Doc
    • Hubspot integration card added to marketplace
    • Jobs can use both deal and budget document templates
    • Stage settings have delivered status
    • Integrated custom role permissions for cost rates
    • Billing history is now visible again for enterprise plans
    • When inline editing workflow statuses, the status options are now sorted by position
    • Fixed connecting accounting integrations when a company can’t use multiple subsidiaries
    • Relationship fields are visible if Show items is turned on

    Bugs Fixed

    • Widened service picker on timesheet
    • Allowed users to sort deals by custom fields in the Board view
    • Updated the colour of the icon on placeholder bookings to match the color in the settings
    • Now maintenance message will be shown to the user as long as maintenace duration is set
    • Formatted the job pipeline change message in activities
    • Fixed an issue causing saved insight to disappear from insights list
    • Filtering by project total time will now filter only by open budgets
    • Updated description for the 2FA security setting
    • Fixed a bug when adding a non billable expense to have billable values
    • Fixed which budgets are filtered on the recurring chart
    • Archived rate cards cannot be selected anymore in add rates to budget modal

    16 Nov 2022

    New Features

    • Time Entry reports now have a Date Ended field
    • Rate Cards can now be filtered by status, time created and name
    • Hide Invoicing Settings card if the add-on is disabled
    • Added CharlieHR integration on marketplace
    • Bulk selecting and editing of Bookings in Scheduling is now possible
    • Allowed the user to choose whether the purchase order number will be copied when recurring

    Updates

    • Updated link on the App Marketplace home page so user would be navigated to the App Marketplace section in the Help center
    • Project Managers are set by default in sharing Memberships when creating a new project Doc
    • Improved flow for editing privacy on Tasks using bulk editor
    • Added tooltip with an explanation on the badge showing user’s permission level in a Doc
    • Revert changes when activating the same, already active view
    • Total scheduled time is now visible in Services insight
    • Non-manager users can’t see other user’s roles

    Beta Features

    • Repositioning of restricted widgets should now work correctly
    • Project Templates are now part of the Beta program
    • Docs discussions can now overlap
    • New Docs are saved only when title is entered & enabled page navigation with unsaved changes
    • Added All pipelines option to pipeline picker

    Bugs Fixed

    • Fixed rate cards filter style & jumping filters issue
    • Filtering by overdue status in list and board view should now work correctly
    • When there are no active task lists, the option to switch from lists to workflows is hidden
    • Deactivated and archived users are now crossed out on company time screen
    • Timesheet view in Time now shows correct time when having a time entry with running timer
    • Remove “include subtasks” checkbox on the time to complete field on a task
    • Fixed an issue causing the cursor to jump to the beginning in the comment form
    • Fix showing upload progress when attaching attachments to a comment
    • Disable joining and leaving archived projects
    • Subtasks should now be correctly shown below parent tasks in list layout
    • Click on a task in a timeline layout will now always open that task
    • Jobs in board view will refresh correctly
    • Fixed an issue causing the scheduling sidebar to break with dropdown custom field values
    • Fix saving changes when moving tasks in calendar layout after creating another new task
    • Duplicating a Budget will now make it appear in the budget table

    9 Nov 2022

    New Features

    • New wording added and updated data when showing the last activity on a booking
    • Chosen filters will now be saved for the Invoices tab on a Budget
    • Enable creating multiple Tasks by pasting multiline text form on Task lists 

    Updates

    • Comment will be marked as hidden when quoting an already hidden comment in a Task
    • All data table cells are now aligned to top
    • Rate card table has been updated with new columns (Unit, Billing Type, Total)
    • When creating a Project from a Template or another Project directly on a Company, the Company name gets pre-filled.
    • Payment date can now be imported on Expenses via Data Import

    Beta Features

    • Added Custom Fields to Jobs 
    • New Marketplace integration: Breathe HR
    • Enable adding new fields to reports on widgets in Dashboard
    • Pipelines and Stages are reorderable in Settings
    • Introduced a new flag which enables Rates as a data source in Insights
    • Pinned services on recurring Budgets will now be resolved to show the active one

    Bugs Fixed

    • Left for Invoicing now doesn’t take into account any invoice attribution amounts for Draft Invoices
    • Correctly interpret values with AM and PM suffixes when entering time on a time entry
    • Changed the wording on some change items in Jobs feed
    • Fixed an issue that prevented editing Contacts
    • Fix showing time tab in Tasks when switching the Task to a private one
    • Recent Budgets list will now show the Budget name with suffix if it exists
    • Remove the project management label in projects sidebar popup

    2 Nov 2022

    New Features

    • Docs (BETA) will now show user’s permission level
    • Parent task can now be changed when selecting tasks
    • Added Factorial integration to the App Marketplace
    • Currently active task will now be highlighted in Tasks views
    • A time entry without a project will now have a label to indicate that
    • Added a list of recent budgets in the sidebar for quick access

    Updates

    • Tasks lists are now grouped by boards when changing tasks’ task list
    • Fields will now show when editing widget
    • Canceling changes in task’s description form will now raise an alert
    • Jira integration widget is now a feature (un)available depending on the subscription plan
    • The remaining budget progress line will now show a yellow warning color if it’s under 20%

    Bugs Fixed

    • Fixed realtime rebasing on Docs (BETA)
    • Fixed the wrong marked up price rate being shown
    • Hide the whole approval section in service sidebar if no tracking addon is enabled
    • Fix for displaying bill to and bill from data on credit note exported files
    • Fixed a bug asking for confirming changes, even though nothing changed
    • The time approval toggle button in services will not show if the addon is disabled
    • Fixed the message that restricted tracking is not included in the pricing plan (in the budget sidebar), even though it is
    • Time manager roles will now by default see the profitability tab which only lists the worked/estimated time
    • Fixed an issue causing the first created service on internal budgets to be actuals type
    • Removed the service quick actions in the deals table

    31 Oct 2022 🎃

    Updates

    • Import data of more than 1000 items will now render an error message
    • Tasks can now be filtered by a parent task
    • Billing type filter is now available on capacity and availability report

    Bugs Fixed

    • Fix for invoice numbering scheme link not redirecting to invoicing settings
    • Change the visibility options for the conflict resolver settings so only the admin can see them
    • Tasks in time entry form will now reset when changing time entry’s project
    • Saving custom fields in project sidebar should now work correctly
    • Email icon should now show correctly
    • Popup for time to complete on a task should now show correctly
    • Fix for tracking the user’s marketplace card opening
    • Stage picker icon on add new jobs modal is displaying correctly in Safari as well

    26 Oct 2022

    New Features

    • Track how many times and which integrations have been requested
    • Added the Full company name field to the Company and Financial insights
    • A confirmation will now be required when a user tries to delete multiple budgets at once
    • Fix layout for marketplace on mobile resolution
    • Disabled editing archived contacts

    Updates

    • Actions in Docs (Beta) now have consistent style

    Beta Features

    • Actions for showing archived task lists and boards will now always show in the project sidebar
    • Added restricted tracking to Premium pricing plan
    • Fixed a bug where the user could select the service that wasn’t assigned to them on time entry form
    • When selecting a service, the ones in the pipeline stage where the time tracking is disabled will not be shown in the dropdown
    • Rate cards can now be archived and restored
    • Hidden unnecessary features and improved styling on project templates

    Bugs Fixed

    • Newly created subtask should have the same subscribers as a parent task
    • Downloading attachment in desktop app should now work correctly
    • Fixed date arrows on day view on company time
    • Fixed a bug where grouping by deal status in Jobs (Beta) caused to show all deal statuses, instead of the ones in the selected pipeline
    • Updated the job stage filter to only show stages from the selected pipeline
    • Fixed a bug where services would appear in random sections after reordering
    • Service types delete will merge all relations to another service type
    • Fixed an issue causing total rows count in scheduling calendar not to be displayed
    • Fixed type error for saving company info
    • Fixed a bug where editing and adding placeholders wasn’t working

    24 Oct 2022

    New Features

    • Task lists can now be changed in bulk
    • Markups are now supported on Rate cards
    • When creating a new project, now you can immediately enable time tracking on Tasks

    Updates

    • Select multiple items in List and Board view using the shift key
    • Search in Insights and Widgets is now initially focused

    Beta Features

    • Pipeline picker now has the the current selection expanded in advance
    • Time entries from the previous day can be copied over

    Bugs Fixed

    • Field for updating task on time entry should now show the correct value
    • Fixed an issue preventing from editing deal date
    • Fixed an error caused by attempting to edit billing details of a company via deal
    • Fixed a bug where a checkbox was visible when creating a new custom field, but didn’t affect anything
    • Fixed an issue that did not allow submitting service deletion with shortcut keys

    17 Oct 2022

    New Features

    • Custom date fields can now be bulk edited
    • Added the Full company name field to the invoices insight
    • The service table in the budget screen now supports multiple people assigned to a service, instead of just one

    Updates

    • Moved BambooHR Integration to Premium plan
    • Added credit note to beta program
    • Added tooltips for disabled document type & subsidiary fields on invoice
    • Added Project ID field to Company expenses table

    Beta Features

    • Added marketplace on beta program

    Bugs Fixed

    • Creating a time entry from deal now allows selecting only services from that deal
    • Fixed a bug with the time to complete popover not showing
    • Service field will now be disabled in expense from when budget is not selected
    • Event information on the scheduling calendar now shows minutes and hours instead of rounding up hours 

    13 Oct 2022

    Bugs Fixed

    • Fixed bug for broken new subsidiary modal
    • Fixed bug for Jira widget login issues

    12 Oct 2022

    New Features

    • Deal status will be automatically deleted after merging (instead of archiving)

    Updates

    • Payment terms moved from settings/general to settings/invoicing
    • Changed the icon for uploading files
    • Managers are no longer able to create new entitlements

    Beta Features

    • Categories and templates in widget library are now sorted
    • Jobs can be picked as a data source in insights
    • Time entry suggestions now have a refreshed design with an ability to pin services
    • Sending invoices via email is now done from a dedicated sub-domain to prevent blacklisting
    • Custom fields will now appear in the form when creating a new deal
    • Added Humaans.io Integration to Marketplace
    • Users without edit rights on docs won’t be able to see editor toolbar
    • Enable resize of columns in tables on the dashboard when in view modeImprove resize and reposition of widgets over areas where deleted widgets used to be positioned

    Bugs Fixed

    • Fixed a bug where a required custom field could be cleared
    • Autotracking icon in person header now has same styling as other icons in the header
    • Set tooltip on all accounting integrations buttons when all subsidiaries are connected
    • Duplicating rate cards with an archived service type doesn’t throw an error anymore
    • Fixed a bug when deleting a pipeline stage
    • Fixed a bug where cancelling a booking conflict modal caused it to be approved
    • Fixed the bug where you couldn’t create a new service type within services table
    • Disable double clicking when connecting accounting integration
    • Disable highlight categories from users with time tracker role
    • Fixed an issue preventing users/admins from updating their/others profile information
    • Creating pulse when saving project insight should now work as intended
    • Fixed an issue preventing users from editing their own profile data
    • Resolve issue with not displaying page content in Safari
    • Shared dashboards will now be displayed in the sidebar list

    10 Oct 2022

    New Features

    • Prevent closing sidebar for editing widget if edit form has unsubmitted changes
    • Disable adding widgets from insights for users without access to insights

    Bugs Fixed

    • Zero values are now correctly displayed in data tables
    • Creating a new booking insight from scratch will now have a default status filter
    • Reduced font size of select field error message
    • Now when filtering tasks or deals label subscriber is changed to subscribers

    5 Oct 2022

    New Features

    • Administrators are now able to update user’s profile and enabled editing user’s mail if invitation is not accepted yet

    Updates

    • Moved BambooHR Integration to Premium plan
    • Added credit note to beta program
    • Added tooltips for disabled document type & subsidiary fields on invoice
    • Added Project ID field to Company expenses table

    Beta Features

    • Added marketplace on beta program

    Bugs Fixed

    • Creating a time entry from deal now allows selecting only services from that deal
    • Fixed a bug with the time to complete popover not showing
    • Service field will now be disabled in expense from when budget is not selected
    • Event information on the scheduling calendar now shows minutes and hours instead of rounding up hours 

    3 Oct 2022

    New Features

    • Now user can filter tasks by subscribers
    • Added required custom fields as a feature to subscriptions
    • Added a status filter on the time entry tab in the budget screen
    • Users are now able to filter multiple people on the payroll insight

    Updates

    • Hide sales category from marketplace
    • “Left to schedule” field on service insights can now be sorted and filtered

    Beta Features

    • It’s now possible to update an invoice that was already exported to the QuickBooks accounting tool

    Bugs Fixed

    • Removed the Set as required field in the custom fields wizard for some entities
    • Fix for wrong banner color of custom fields library
    • Payroll reports month picker now has an updated design
    • The cancel button will now properly reset filters and data when editing an insight  

    28 Sep 2022

    New Features

    • Users can filter deals, budgets & jobs by subscribers
    • Filter settings on the expenses tab will now be remembered even after refreshing the page
    • Set a badge that will indicate that certain integrations are free until the marketplace is in BETA
    • Added sort pop-up control to insights
    • The main settings page now has the search field auto-focused on desktop devices
    • Removed the ability to edit the budget start and end dates for client roles
    • Add total count label to insights when not grouped

    Updates

    • Export to accounting tool always enabled for draft invoices & credit notes

    Beta Features

    • Added a task field on the time entry form on Day View
    • Duplicating time entry now copies time and note as well as service

    Bugs Fixed

    • Shift + Enter now enables adding a new line to the to-do
    • When creating a to-do, pressing Enter no longer adds unnecessary new line
    • Make invoice subscribers editable
    • The expense form in the modal will no longer have an expanded accordion section initially
    • When creating a new task, custom fields will no longer prefill with the previous task’s values

    26 Sep 2022

    New Features

    • Adjusted which notifications the client manager roles see
    • The Appears in Add and Edit modals custom fields functionality will now work
    • CPP integration on the marketplace
    • Added People and Companies sections in notifications settings
    • Set background color on integration item and set icons for integration’s connection status

    Beta Features

    • Enabled credit note export to QuickBooks

    Bugs Fixed

    • Won date can now only be set after deal’s start date
    • Tax per line item removed from proposal & budget document editor
    • Resend invitation button styling fix
    • Used a better background image for the marketplace banner and aligned button with integration title
    • Hide services with disabled time tracking on the calendar layout

    14 Sep 2022

    New Features

    • Set a button in the upper-right corner of the marketplace fly-out modal for creating and connecting integration
    • Add filtering by task number on tasks

    Updates

    • The general settings page now links to a help article explaining the financial number precision setting
    • Attempting to close the budget with unapproved entries will now prompt with a link to a time entry report showing those entries

    Beta Features

    • Redesign toolbar for editing text in docs

    Bugs Fixed

    • Time entries will no longer duplicate when confirming suggestion
    • Update message for next time-tracking locking date
    • Added sticky table header on insights

    12 Sep 2022

    New Features

    • Add option to change subtask’s parent task from the list of subtasks

    Updates

    • Quick add popover now resets when closing
    • Update warning copy in form for custom fields on tasks

    Beta Features

    • Deleting pipelines now requires a stage merge
    • Create a new project using a template
    • Budget services are now editable via section table columns
    • Currency picker is now available on the financial items report

    Bugs Fixed

    • Creating a new project from the won deal now creates a board and task list
    • Removed an empty popup over the copy to button
    • Graph values are now visible when overriding report currency value
    • Saving the creator filter in doc views should now work correctly
    • When adding project members to an internal project, deactivated users will no longer be offered
    • Values of custom fields should no longer overflow on items in board view
    • Hide the flow section for Slack on the personal integrations page
    • Duplicating a time entry no longer copies time
    • Fixed an issue causing custom field validations to conflict with deal settings in sidebar

    5 Sep 2022

    New Features

    • Now routes and main navbar title are not admin but backoffice
    • Added a tooltip to the financial numbers precision option 

    Updates

    • In backoffice plans, page features now have a description tooltip
    • People, teams, and dynamic groups in sharing modal are now sorted
    • Clarify the explanation for tasks that repeat on the last day of the month

    Beta Features

    • Pipeline stages are now ordered by both pipeline position and position
    • Pipelines in the main navigation are sorted by position
    • Pipelines can be searched in the pipeline picker

    Bugs Fixed

    • Closed tasks now have a strikethrough effect in mentions
    • Disable inline creation of a new task list for client roles
    • Fixed an issue causing deal sidebar data not to be reevaluated when navigating between deals
    • Updated the tooltip for tasks in the numbering scheme settings
    • Disabled the expense adding button instead of hiding it in the budget screen
    • Quantity on the services table will now get updated when the unit is a piece