RELEASE NOTES

Every Week We Deliver New Features, Updates and Bug Fixes

Check our release notes log sorted by date.

6 Sep 2023

New Features

Added permissions for viewing, adding and updating Users’ custom fields
Users can now toogling between ordered and unordered lists within Docs

Updates

Design adjustments in discussions within Docs
Updated date column descriptions in budget Insights

Bugs Fixed

Fixed time entries data import
Added new permission for view notes on time off bookings
Exact ledgers and journals are now served for specific divisions
Fixed default filter for resourcing groups
Disabled the currency field in the expense form if a connected purchase order is sent
Fixed a flaky test for purchase orders
The work log on the My time screen should now show the correct activities

30 Aug 2023

Updates

If person has 0 entitlements for an event, requesting time off will be disabled
Docs toolbar redesign with new icons and new action organization
Removed internal company from Hubspot integration settings in Default company select field
Handled error messages when trying to restore time entries that are not possible to be restored

Bugs Fixed

Fixed disappearing filters on Resourcing when zooming in and out
Screen for sending invoices via email has its security measures clarified
When duplicating a project, if no budget is duplicated, a new step is shown
Fixed an issue causing the submit actions on the expense form to be unresponsive
Added form validation message to project wizard
Fixed visibility of add new project button for non project managers
Clients will no longer be able to bulk delete tasks
Hide ghost tasks in board view when viewing task from a specific task list
Enable saving non-dirty form for Google calendar settings
Fix a bug where converting billing type to actuals would not update estimated time
Added new permission for view notes on time off bookings
Fixed disappearing filters on Resourcing when zooming in and out
Docs comment and task actions are now available for text
Add error message when bookings exist on entitlement beyond the end date.
Get user to know that it’s not possible to track more than 24 hours in new time entry item.

23 Aug 2023

Bugs Fixed

Active view should reset when switching between projects
Saving changes on dashboard should now work correctly when moving and deleting a widget
Fixed current filter issues for Resourcing
Placeholder icons are now the same color
Filtering tasks by due date in calendar layout show now work as intended
Pasting list of todos should now keep the original order
Enable showing incoming notifications in new layout
Deal and budget info tooltip changed
Fixed shortcut which triggers link within docs
Fixed an error where dragging a booking on scheduling would report a bug
Fixed displaying right sidebar within docs according to appropriate permission
Disable invite of employees and contractors if there are no more seats available

16 Aug 2023

Updates

Check if organization subscription has card so the cancel toggle would not be shown when its not necessary
Disable submitting billing form when the card is invalid or there is not one
Restructure and restyle time entry item in day view entry list
Only Milestone icon will be displayed on small Milestone task entries
When navigating to current week in day view, redirect to current date instead of the beginning of week

Bugs Fixed

Fixed an issue with the work log on My Time not showing activities
Fix loading more items in tables in dashboard widgets
Fixed task entry alignment one expanded task lists
Fix upload file(s) on drag and drop within docs
Calendar events for Sundays should now show correctly
Change month start line indicator on the resourcing screen.
Fix sorting tasks in day view by type-converting the number property
The new task popup should no longer overflow on smaller devices
Removed duplicated booking text in deactivate person modal
Display the proration amount if proration is not 0 instead of using the proration amount due

2 Aug 2023

New Features

Users are now able to skip some validation errors when bulk editing time entries
Task can be created through popover form initiated from table task list row
User will be able to change task date range by dragging timeline entry
User will be able to set task date range through timeline
User can add task list to board via board picker
Added a filter for booking custom fields to Capacity & Availability report

Updates

Changed colors in banners (dark theme) within docs
Priority navigation with ‘More’ dropdown will be shown on tablet screens
Changed cost field on expense view to show total cost (product of unit cost and quantity) instead of unit cost
Focus note field on suggestion select in new time entry form

Bugs Fixed

Deleted doc will be automatically removed from Favorites
Average rate in project/budgets list view shows correct amount
Fixed the bug where sorting for future and some forecasting fields on the service table would not work –
Prevented users without time approval permissions to approve time entries
Fixed the issue with creating tasks on Tasks – Calendar view

26 Jul 2023

New Features

Hide proration row on subscription bill when proration is 0
Users can now create an action which results with comment creation on automation trigger (Task, Deal or Budget)
Added option to add custom Headers to Webhooks
Set new background image in modal for deactivating organization
Employees can now add a nickname to their profile and organization administrators can also edit an employee’s nickname
When creating a new project, the budget data step will be skipped if budgets are copied from another project

Bugs Fixed

Data regarding overhead will not show if the user does not have overhead included in their plan
Fixed an issue causing unnecessary form loss prevention prompts on expense form –
Fixed available roles in subscribers dropdown on time offs
Limited attachment upload on document templates to only support image and PDF files
Disabled making milestones into subtasks using drag and drop on List layout
Generate line items with the remaining amount if the budget on service is exceeded
Fixed the ‘timer already stopped’ error when stopping timer
Fixed a bug where hidden defaults settings would still apply on deals

19 Jul 2023

New Features

Added Quick Search for Budgets on a project
Used a new and more secure upload flow for uploading avatars

Updates

New icon will be displayed for Timeline and upcoming Gantt layout
Milestone tasks will be marked in the upcoming Gantt timeline
Enabled Dashboard duplicate to each user
Added Booking duration picker when creating Time Off Category

Bugs Fixed

Hide collapse icon on empty groups
Added some visual updates to person’s cost rate
Updated description for time tracking and expense approval options on budget defaults form
Fixed some visual issues on purchase orders
Prevented staff and coordinators users from being able to see the approving toggle for a time entry on a budget
Note in time off requests can now be seen only by person who requested it and by approvers
Available filters in resourcing will now apply to both bookings and allocations

12 Jul 2023

New Features

Added option of grouping Time entries by task list in time entry Insight

Updates

Allow the user to undo moving, extending or shortening a booking on Scheduling
User will be able to see Task title in timeline date range entry
Visual changes to page hierarchy items hover and active states
Added Teams field to scheduling and Capacity & Availability insight
Navigation will be rendered from objects array definition instead of template
Only entries that overlap defined date range will be visible in timeline

Bugs Fixed

Fixed an issue on Deal defaults settings where the form would be initially invalid
Added a overflow tooltip to cells with text
Fix for services not reloading in Scheduling booking modal if date is changed
Fixed issues with unsaved state in Docs
Fix rendering text editor command list button on mobile devices
Non billable time entries are hidden from deal/budget time tab when viewing as client (not actual client viewing)
Users that do not have Entitlements: View All Permission can no longer see other users’ time offs
Fixed a bug where the whole booking entry on Scheduling wouldn’t be visible because of the “Person title” field
Displayed unrecognized invoice line items which have the currency set different than the one set in organization settings

5 Jul 2023

New Features

Added the “Person tags” field to scheduling
Update the invoice and export it to Fortnox
Enable extending or shifting task dates in bulk editor
User can now see grouped subtasks under the same parent task in the table
Webhooks rewrite x feature flag
Export credit note to Fortnox
Users can now see a history of automation run details

Updates

Changed flow of saving discussions and comments within docs

Bugs Fixed

Fixed issue with not hiding discount total field on proposal templates
Limited time off events can now be created even if time off approvals feature is not available
Allow saving subscription form when no changes have been made
Tooltip on watch button for deals and budgets received an intricate rewording
Watch/unwatch button is properly hidden
Remove edit part from title on subsidiary invoicing options modal
Set width for proration info popover on settings billing
Enabled displaying popover on nav item click for tablet screens
Fixed display of wrong current hourly rate in Cost Rates screen
Fixed displaying list item placeholder under mention
This prevents false bugsnag error when user doesn’t confirm service and section deletion
If Exact integration is created but not connected, reconnect it instead of editing
Set only negative quantity for generated expenses on invoice instead of negative rates
Fix for preventing reseting changes on resourcing booking form when closing the popup
Users will now be able to bulk edit Person Custom field type
Icon was missing after creating new Person Custom field through “Tasks custom field library” in settings
Calculate unrecognized line item amount without rounding if unit is days

28 Jun 2023

New Features

Added a modal to confirm changes in the current view when updating filters, sorters or groups in Scheduling –
Currency switcher added to dashboard widget
Added Total expense cost column to financial item insight

Updates

Modal will now be displayed when deleting project membership
Left to Schedule field in Service Insight is updated to use Estimated time in calculation instead of Budgeted time (Left to Schedule = Estimated – Worked – Scheduled)
Style people avatar icon and hide people count within project toolbar
Set the subsidiary’s name on the modal for editing the subsidiary’s invoicing settings

Bugs Fixed

Disable editing on project privacy field in projects data table
Remove upsell popover on payment reminder dropdown on form for sending invoice via email
Fixed an issue that caused services in booking form picker not to be reloaded when changing date

14 Jun 2023

Updates

Changed flash message to display new format with recycle bin
Added info text in Add doc to project within docs
User can now move page from header toolbar actions
User can now delete page from header toolbar dropdown
User can convert page to doc and duplicate page from header toolbar dropdown actions

Bugs Fixed

Design fix for Hubspot flyout modal
Fixed entitlement form by enabling submit if the form has a server error
Deduct recognized quantity time in days if necessary
Removed Export Proposal PDF from Budget screen and Export Budget Status PDF from Deal screen to avoid confusion

7 Jun 2023

New Features

Users will be able to share project within organization
List of automations revamped according to new design. Background flag created.
Changed icon for file upload within docs editor command list
Removed flag property test definition
On new time entry submit, scroll to the top of the section and focus note field
Added mobile adjustments and drawer for time entries on day view
User will be able to initiate new quick mention search in docs discussions.
User can now choose between three page widths (default, wide, full width) and two text sizes (default, large).

Updates

Users can now set insight Pulse repeat schedule to Biweekly

Bugs Fixed

Disabled changing tasks to private through bulk edit on template projects
Changed todos label to to-dos
Disable navigating to the templates route for non managers
There was a bug with setting a project on budget-view-setup
fixed an issue causing deal warning changes to save on every change

31 May 2023

New Features

Enabled select on form for selecting ledger for invoice export to Exact
Added a filter for whether a task is repeating or not
Display notification message in flash message for unrecognized items & expenses when creating a new invoice
Direct Integration with Breathe

Updates

Added subsidiary field on Financial Items Insight. Filtering, sorting and grouping are supported
Subsidiary field is now hidden in Create New Budget and New Deal Form if only one subsidiary is active
Added Recognized Revenue field to expense report that shows expected revenue from the expense
Display client ID when editing Personio
Grouped Custom fields in the bulk edit tray into a separate section
Updated page after success attachment upload

Bugs Fixed

Fixed an issue causing booking popup for allocations to shown off position –
Template banner should now be visible on docs and tasks which are on template projects
Cut too long project/budget label and fix information order in service button
Prevented time range from closing on duration focus
Fixed a bug where it said overhead was off even though it was on

17 May 2023

New Features

Enable having multiple organizations and selecting one on Xero integration options form
Display name with a suffix of recurring budgets on invoice wizard
Display name with suffix of recurring budgets on invoice wizard
Added indicators for webhook status and option to test webhook connection

Updates

Users can now use shortcuts for toolbar actions within docs
Add shortcut for toggling favorites sidebar

Bugs Fixed

Time entry form will now be submittable when changing time duration
Fixed pending time off tooltip label for time-offs limited by hours
Fixed started date for Jira worklogs
Changed redirection at cost rate page on onboarding to target edit modal instead of new if current salary exists
Fixed check for Exact’s integration validity before exporting invoice
Fix empty toolbar rendering in Docs
Fixed an issue causing invalid numbers to display in scheduling capacity for people without a cost rate in that period
Fixed an issue causing some changes on bookings not to reset after an error
Clicking on a link which leads to something within Productive should no longer cause an error
Disable connecting CPP integration without contacting us
Expanded validation for links within docs and added support for mailto links
Fixed an issue causing scheduling placeholders not to be editable
Fixed an issue where stopping timer on a time entry not related to a open Jira issue did not create a Jira worklog

10 May 2023

New Features

Added person title field to the Capacity & Availability and Scheduling screens
Update invoice in Visma E-conomic integration
Added new styling for webhooks settings page
Add integrations as search term for the marketplace
Separated section total and grand total hiding options on document templates
Export credit note to Visma E-conomic accounting tool

Updates

Added time off category picker on booking form when scheduling is grouped by time off category
After converting page to doc a confirming flash message will be shown
Set the title for invoicing in settings as a settings card for consistency

Bugs Fixed

Allowed sorting by relationships in scheduling
hide adding new workplace to person if not permitted
Favouriting projects view should now work correctly
Changed text color in dark mode in popup when deleting a service
Vertically aligned actions in deal and budget headers
Removed max validation for rate card markups
Enable editing Exact integration settings
Fixed a few styling issues on the booking form
Flash show that task has been moved to another project now shows correct info
Fix for missing integration name in integration option settings modal
Fix for successfully submitting booking after date range was updated
Fixed the bug where navigating through budgets would show services from the first budget when filtering through them
Fixed banner text on dark theme within docs
Fixed problem with submit button within discussion form
Fixed wording for bulk deleting time entries to support plural
Fixed an issue with editing project custom fields being disabled
Tooltip on progress chart has corrected date in header
Fixed wrong plan feature for Slack notifications & tasks
Fixed an issue where formula values on specific formulae in reports were incorrectly calculated
Replaced Client with Placeholder in Person type filter in Scheduling as it was before
Fixed NaN value for left for invoicing amount for invoice attributions
Subsidiary dropdown options are now sorted alphabetically
If user has no permissions for company projects or company people routes, it will redirect him to feed
Correctly set task type when bulk adding parent task
Fixed misaligned icons on HubSpot integration in Firefox

3 May 2023

New Features

Set article link on Twinfield’s Marketplace modal
Tracking controls are shown when tracking time and expense on deals

Bugs Fixed

Fix for a bug where expense notification were visible for Clients
Hide time off approvals item in notifications Settings for Clients

26 Apr 2023

New Features

Add new integration settings for Twinfield: project and cost center
Tracking controls are shown when tracking time and expense on deals

Updates

Disabled changing access for PMs on document memberships
Notification due before option labels are now renamed
Set color for link icon on marketplace card when integration is connected
Enable displaying teams and filtering by them

Bugs Fixed

Fixed margins for details in a section
Fix for tax rate calculation on invoice
Fix while uploading file on first line in document
Removed the Reminders section from the notification settings
Time entry form will no longer overflow when task with longer name has been selected
Restarting timer in Jira now creates separate worklogs
Warning modal will be raised if trying to stop the timer that was started inside Jira widget

5 Apr 2023

New Features

Updates

Set toggler instead of radio select for Visma E-conomic export number on integration settings
Enabled exporting credit note to Exact

Updates

The order of task lists in the board picker now matches the one in list layout
New services will have all tracking options enabled by default
Updated country names to match ISO3166-1 standard county names
Enabled filtering tasks by the types of dependencies they have
Add shortcut label to inbox, and tooltip labels to search and timer

Bugs Fixed

Fixed info tooltip about deducing entitlements when requesting time off spans multiple entitlements
Fixed a bug where custom fields on bookings were not saving on repeated bookings
Fixed disabled editing company info when a company has only one subsidiary
Hide virtual (revoked status) indicator on the person’s navbar
Expenses table can now be scrolled horizontally
Tracking options on services are no longer visible on deals
Fixed a few styling issues on booking forms
Fixed a bug where unintentional overrides of estimates on services would manifest when making changes
Invite admin as manager but without the possibility to change its permissions
Budget navbar will no longer break on certain resolutions
Fixed an issue where selecting All time in the chart of a recurring budget would break chart
Fixed a bug where a delivered budget would show the profitability chart with items until today instead of the date it was delivered on
Fix issue with dragging task between task list groups on list layout
Fixed a bug that occurred when closing the invoice creating modal in a company
Fixed scrolling issue for long service descriptions
Fixed missing initials on person’s avatar

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