RELEASE NOTES
Every Week We Deliver New Features, Updates and Bug Fixes
Check our release notes log sorted by date.
6 Sep 2023
- Added permissions for viewing, adding and updating Users’ custom fields
- Users can now toogling between ordered and unordered lists within Docs
- Design adjustments in discussions within Docs
- Updated date column descriptions in budget Insights
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Added Quick Search for Budgets on a project
- Used a new and more secure upload flow for uploading avatars
- 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
- 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
- Added option of grouping Time entries by task list in time entry Insight
- 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
- 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
- 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
- Changed flow of saving discussions and comments within docs
- 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
- 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
- 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
- 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
- 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
- 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
- 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).
- Users can now set insight Pulse repeat schedule to Biweekly
- 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
- 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
- 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
- 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
- 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
- Users can now use shortcuts for toolbar actions within docs
- Add shortcut for toggling favorites sidebar
- 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
- 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
- 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
- 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
- Set article link on Twinfield’s Marketplace modal
- Tracking controls are shown when tracking time and expense on deals
- Fix for a bug where expense notification were visible for Clients
- Hide time off approvals item in notifications Settings for Clients
26 Apr 2023
- Add new integration settings for Twinfield: project and cost center
- Tracking controls are shown when tracking time and expense on deals
- 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
- 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
- Set toggler instead of radio select for Visma E-conomic export number on integration settings
- Enabled exporting credit note to Exact
- 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
- 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
- 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
- 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
- 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
- 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
- Folding pages in pages hierarchy will be saved within Docs
- 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
- 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
- On Deal edit view, for new section, estimate field auto shows for piece unit
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Added Twinfield to the App Marketplace
- Renamed billable Time Approval feature to just Time Approval
- 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
- 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
- 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
- Added quantity field to expense form where it was missing
- 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
- 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
- Moved Email inbox Addon to Sales settings
- Add Upsell modal for Template Center
- Set Colours for disabled toggles depending on its status
- 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
- 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
- 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
- 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
- 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
- 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
- Document templates now support Polish language
- Added rate in Euros column for HRK invoices
- Widgets can now be duplicated
- 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
- 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
- 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
- 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
- Divided Service types Settings in Sections on Budgets
- 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
- 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
- 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
- Redirect user from time calendar layout to marketplace when it’s clicked on calendar settings
- 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
- 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
- Added a possibility to decide if the duplicated recurring budget will still be recurring
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Add message from previous day option to empty state on day view in Time tracking
- 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 ⚽️
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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 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
- 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
- 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
- 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
- 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
- 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%
- 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 🎃
- 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
- 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
- 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
- Actions in Docs (Beta) now have consistent style
- 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
- 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
- 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
- Select multiple items in List and Board view using the shift key
- Search in Insights and Widgets is now initially focused
- Pipeline picker now has the the current selection expanded in advance
- Time entries from the previous day can be copied over
- 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
- 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
- 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
- Added marketplace on beta program
- 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
- Fixed bug for broken new subsidiary modal
- Fixed bug for Jira widget login issues
12 Oct 2022
- Deal status will be automatically deleted after merging (instead of archiving)
- Payment terms moved from settings/general to settings/invoicing
- Changed the icon for uploading files
- Managers are no longer able to create new entitlements
- 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
- 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
- Prevent closing sidebar for editing widget if edit form has unsubmitted changes
- Disable adding widgets from insights for users without access to insights
- 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
- Administrators are now able to update user’s profile and enabled editing user’s mail if invitation is not accepted yet
- 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
- Added marketplace on beta program
- 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
- 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
- Hide sales category from marketplace
- “Left to schedule” field on service insights can now be sorted and filtered
- It’s now possible to update an invoice that was already exported to the QuickBooks accounting tool
- 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
- 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
- Export to accounting tool always enabled for draft invoices & credit notes
- Added a task field on the time entry form on Day View
- Duplicating time entry now copies time and note as well as service
- 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
- 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
- Enabled credit note export to QuickBooks
- 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
- 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
- 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
- Redesign toolbar for editing text in docs
- 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
- Add option to change subtask’s parent task from the list of subtasks
- Quick add popover now resets when closing
- Update warning copy in form for custom fields on tasks
- 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
- 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
- Now routes and main navbar title are not admin but backoffice
- Added a tooltip to the financial numbers precision option
- 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
- 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
- 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