RELEASE NOTES

Every Week We Deliver New Features, Updates and Bug Fixes

Check our release notes log sorted by date.

    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