What’s new?
Every Week We Deliver New Features, Updates and Bug Fixes.
November 2024
October 2024
RELEASE NOTES • OCT 31 2024 🎃
New Features
- Display warning modal on recurring budget dates change.
- Added default currency field and filter to company reports view.
- Added ‘Without project’ type grouping to profile time overview table.
- Added new permission for Settings / Sales.
- Added attachment urls to document templates.
- From now on, all reports will be created as “private” by default.
- Report creator can then click on “Share” button and assign read or full access to other people, teams or dynamic groups
Updates
- Gantt timeline actions are repositioned from project navbar to timeline.
- Tax ID on Billing info is now a required field.
- Added nested service picker to start timer action in task header.
Bugs Fixed
- On organization general settings, save error will be displayed when validation error happens on save.
- Fixed an issue where deal subscribers were lost on any deal change.
- Fixed an issue where users would see infinite loading when trying to open report chart.
- Removed the disabled state on the purchase order attachment even if it’s sent.
- Fixed an issue where large requests would fail when depaginating reports.
- Fixed losing parent-child task relation when dragging tasks in workload layout.
- Dependent tasks of a closed task won’t be moved in gantt layout.
- Group by person CustomField on services report now shows correctly person model.
- Hide unnecessary creator/issuer and subject columns on info headers for budgets and deals.
- Fixed hourly rates not displaying properly on person cost rate overview.
- Visual fixes for header on rate cards / rates.
- Properly handling errors on deal new form.
- Fixed an issue with the form loss modal raising randomly with repeating properties on task.
- Fix an issue where a person in recent employees was not clickable.
- Disable ‘Approve all’ button for partially approved time-off request groups.
- Fix changeset item handling legacy tags and 2nd level settings changes.
- Use parsedValue when removing a value.
- Fixed glitching of day view in Safari.
- Fixed broken layout in deal wizard and budget wizard on error.
- Fixed an issue with the pricing switcher being disabled.
- Fixed an issue where back button did not work when creating a custom field.
- Fixed creating budget from won deal.
- Hidden invalid ‘discard changes’ dialog from edit user manager form.
- Hidden ‘cancel request’ option on others time-off booking requests.
- Fixed an issue where Unsent & Paid warning would show up for sent invoices.
- Fixed suggested time entries initial load and pin action.
- Using document styler save an empty value in the input without a form-preventer popup.
- In expenses approval screen, bulk approve button is now aligned.
- Using new styler architecture display deal’s or budget’s owner on templates.
- Show that the expense was exported and a warning message when integration is no longer connected.
- Fixed an issue where custom fields popup inside company navbar.
- Fixed missing info that an Invoice was exported to an external tool, if the integration for the subsidiary the Invoice belongs to was disconnected.
- Fixed a rare bug where the external sync modal would appear when saving non-synced deals, services, or contact info.
- Fixed an issue in reports caused by the multi-select field filter when only a single item was selected.
- Deal stage picker is collapsing correct pipelines when in context that supports it.
- Fixed an issue in reports caused by the multi-select field filter when only a single item was selected.
- Fix a bug where custom domains from different subsidiaries than the current person didn’t show in the emails list.
- Fixed an issue where the columns on column chart would be render slightly above/below 0 on the y-axis.
- On the new document template architecture use localization language that was set on document type settings.
- Allowed picking the exchange date when the selected currency is the same as the organization’s in insights.
- Conditional rendering of “Get up to speed” button.
- Exporter rounding issues.
- Get jwt token when clicking on sandbox link.
- Fixed a UI bug where users could click the “Edit” or “Delete” buttons for time entry on Deal/Time screen when they should be disabled.
mONTHLY UPDATES • OCT 10 2024
New Sharing Options, Tax Rates, Champions
As the fall season approaches, we’re continuing to roll out exciting new features and improvements for Productive.
RELEASE NOTES • OCT 15 2024
New Features
- Added wizard for creating new deals which replaced the simple form.
- Added service custom fields to rate cards.
- Enabled workload in Capacity & Availability report.
- Added ability to specify the issuer of an invoice.
- Added ability to view custom fields on deal/services screen.
- Added a new field “Recognized time” to Capacity & Availability reports.
- Added overhead checkbox to placeholder forms when creating, editing or duplicating placeholders.
- Added SAR currency and reorder alphabetically
Updates
- Avoid making API call when deleting deal-status.
- Added invoice issuer override label to invoice document template settings.
- Use bulk reorder when reordering custom fields.
- Link Quantity and Unit columns into one column or unlink them into two separate columns using the new architecture and hide/show those fields accordingly.
- Improved accessibility for deal service sections.
- Added nested task picker to time entry form and time entry item.
- Added loader to Approvals -> Time off when clicked on Approve button.
- Added nested service picker to Jira widget.
- Fixed exporter issue with exchange currency.
- Enabled Filter Groups for Dashboard widgets.
Bugs Fixed
- Improved error message when creating a budget.
- Fixed issue with advanced filters and malformed filter params.
- Fixed default currency when duplicating a budget. For invoice preview calculate taxes by multiplying and rounding line item amounts so the totals are correctly displayed.
- Enables creating custom webhook headers with dashes in the header key.
- Fix an issue where user couldn’t see own profile without permissions.
- Allowed delivering budgets with unapproved or rejected expenses.
- Fix missing export expense to Xero.
- Fixed re-rendering board view when dragging tasks between lists.
- On the global tasks view, the Assignee field should now preload only project members of the project the task is on.
- Fixed an issue where custom fields popover would render as empty inside company/invoice navbars.
- Tax rate and note fields are now always visible (deal / sidebar PDF panel).
- Fixed rounding problems in document templates when dealing with negative amounts.
- Use variables for line items description on invoice wizard which was set on the previously created invoice for the company (client).
- Fixed race condition that caused incorrect scheduled time for bookings.
- Fixed inconsistency in grand total on proposals between old and new export architecture.
- Display a 0% discount on aninvoice template if any other line item on the invoice has a discount bigger than 0.
- Fixed sort direction of subtasks when sort is set by due date.
- Added a warning when service assignments fail to save.
- Equalized the labels for approval statuses for time entries and expenses that are unapproved or automatically approved in tables.
- Fixed billable time rounding in Day view layout.
- Fixed an issue where toggle state for “Autogenerate invoice number” was not working properly.
- Fix resetting time entry form after time entry create when user’s default time view is Timesheet.
- Fixed duplicate “date” columns for csv/xls export.
- Fixed an issue where new Tax Rates could not be created on organisations with one subsidiary.
- Fixed overlapping tooltip for budget total * Enabled searching by task number in nested task picker.
- Unlinked task when time entry moved to another project’s service.
- Add a generic error message to the Jira widget no access page.
- Enable task dependencies duplicate on project duplicate action.
- Issue where the confirmation dialog would appear twice when canceling changes on the payment reminders form was resolved.
- Fixed an issue in the Subsidiary Invoicing Options modal where an unnecessary confirmation dialog appeared after an error.
- Fixed issues in docs linking and breadcrumb navigation.
- Fixed an issue where “Book a demo” calendar would break on registration.
- Fixed estimation appearance in Task Time nested service picker.
- Fix input field clicking with enter key.
- Inside data tables, fixed an issue where inline editing of certain columns would fail without explanation.
- Invoices tab on a project will not be displayed if Invoicing module is disabled.
- Fixed positioning of “Add payment reminder” button.
- Overhead per hour” is brought to the first place in the Overhead history table.
- Fixed issue with report drill-down for advanced filters.
UPDATE • OCT 9 2024
Productive is now SOC 2 Type II compliant 🔒
Productive is SOC 2 Type II compliant, and this certification reflects our commitment to safeguarding your data, making sure it’s managed securely and responsibly. To learn more, take a look at our Trust Center.
NEW FEATURES • OCT 7 2024
We’ve updated our roadmap! 🚀
Over 300 updates and improvements are launched each year, and we’re raising the bar even higher. Discover what’s on the roadmap for the coming months.
September 2024
RELEASE NOTES • sep 30 2024
New Features
- Removed List-Calendar toggle on Person time off screen
- Added task number and default expanded state; search improved
Updates
- Clarified info for Rollover hours on recurring budgets
- Added ability of duplicating closed subobjects on project duplicate as template action
- Disables editing Due date when expense is paid externally.
- Applied settings control buttons for document styles (duplicate and delete)
- Implemented new “Create invoice” action inside automations. This action is available behind Budget trigger, which runs on Budget creation or updating
- Updated alignment styles in gantt table
- Restoring templates from the recycle bin links to the restored item
- Fixed the formatting issues in XLS and CSV exports
Bugs Fixed
- Replaced deal probability organizational setting with hardcoded 50%
- Fix an issue where My time off widget did not work if user had View your own time off entitlements permission
- Fixed an issue where Filter by company button on Company screen did not add filter
- Fixed time calculating in time range
- Fixed visibility of approver and rejecter in time entry item
- Fixed length indicator of suggested time entries in suggestions section
- Fixed the shown error message if end date is before start date when editing budget/deal details
- Allowed turning off/on delivering budgets with unapproved expenses in the budget sidebar
- Set the Tax rate select field on the invoice wizard as empty if there are no tax rates on the subsidiary
- Added custom fields to services report
- Fixed incorrect text on rejected bookings where instead of Rejected by, text said Approvers
- Inside data tables, fixed an issue where inline editing of certain columns would fail without explanation
- Fixed an issue when marking a project as delivered shows the wrong profitability at first
- Fixed an issue on Simple budget editor where discarded changes would persist in session.
- Update task custom fields positions based on positions set on its project.
- Add AED currency for NBP Exchange rate provider.
- Fixed a style issue where right border was missing from report table
- Generate frontend line items on change
- Approve action field is hidden if time approval is off
- Add check if pulse form exists.
- If invoice has saved date interval id as object in previous invoice settings it will be set as string
- Display date range constant correctly on invoice wizard for Uninvoiced Time & Expenses method when that method is selected
- Display date range constant correctly on invoice wizard for Uninvoiced Time & Expenses method when that method is selected
- Fixed an issue where toggling fields inside the document template editor would have no effect. * Extracted LIG comparison function from generating line items
- Time tab on person profile was showing Overview info
- Inside registration, changed last step title if referral type field is hidden
- Add flag check for reorder handle on task custom fields
- If a sort is selected for subtasks and the values are the same, sorting now falls back to the title of the subtask * Fix an issue where shared view was not deletable in resourcing
- Fix an issue where inviting contractor did not require a subsidiary
- Fix an integration export bugsnag
- Purchase orders can now be filtered with multiple payment statuses
- Extracted LIG comparison function
- Fixed the clear search button in Docs
- Fix: removed “Filter By” button in table column menu for non filterable fields.
- Fixed an issue where it wasn’t possible to search for templates when creating a new template
- Stop opening color picker when dragging deal stages
- Deleting deal from deal/services screen would sometimes throw some errors.
- Fixed fallback routes for person profile
- Fixes an issues where feature availability wasn’t refreshing properly after buying the Hris addon.
- Changed default step value for decimal number input field to 0.1
- Fixed loading state for bookings in Resourcing
- Fix how emails with custom domains are built
- Potential fix to prevent overriding bookings that are in the process of saving
- Added task number and default expanded state; search improved
WEBINAR • SEP 23 2024
Office Hours Webinar: Dashboards
Learn how to create and customize Dashboards: Add reports in the form of widgets to create the control center for your agency.
RELEASE NOTES • sep 11 2024
New Features
- Added descriptions for person modals
- Enabled duplicating closed tasks, subtasks and todos on project duplicate action
- Added ability of duplicating closed or open tasks on board or task list duplicate action
- Enabled duplicating of closed subtasks and todos on board duplicate action
- Added ability to search by nickname in sharing modals
Updates
- Inside automations, implemented permissions for viewing/managing tasks, deals, budgets and invoices
- You can now import an expense on a budget or deal with no project assigned. The optional “Client” field is also available
- Updated cost rate form so it uses as a template the cost rate with latest starting date instead of current cost rate.
- Show external sync indicator on expense payment
- Disables cost editing when expense is paid
Bugs Fixed
- Enable viewing JIRA widget for all users
- Fixed an error on budget form where “Owner” dropdown field would not show person’s avatar.
- Fixed showing associated task in company time entries list
- Fix an issue where after contact invite error page is shown
- Fixed unsupported Project type filter in Resourcing
- Fixed issue with creating filter params for reports
- Fixed not loaded related tasks on time entries in day view
- Fix changeset item to use raw values.
- Fixed an issue where users were able to submit expense form with invalid attachments, causing them to be unable to open later.
- Added the “Allow delivering budgets with unapproved expenses” checkbox to the Settings -> Budgets screen * Fixed the message when trying to deliver a budget with unapproved/rejected expenses.
- Fixed a bug where it wasn’t possible to open a predefined view within the Project screen and related tabs.
- Move Bamboo integration updated badge to direct integration.
- Fixed tooltips and colors on aproval action in data table.
- Fixed show absences button in Resourcing project layout.
- This fixes a bug where some views were not deleteable.
- Fix changeset item handling tags and attachments.
- Fix for styler header alignment and draft alignment
- Update changeset item value copy when enabling or disabling settings.
- Removed the ability to bulk select invoices, budgets or deals when viewing a single company since editing isn’t allowed there
- Fixed a bug where the quantity in the bill form wouldn’t accept decimal values.
VIDEO • SEP 9 2024
Sandbox, Improved Reports, UI improvements
Usually, August is a slower part of the year, but not for Team Productive. Keep reading to discover what we have in store for you right now.
VIDEO • SEP 3 2024
Office Hours Webinar: Vacation and Time Off
We’re kicking off our new webinar series with a topic that’s relevant to agencies of all sizes: Vacation and Time Off. In this webinar, you’ll learn how to manage time off requests and approvals, understand how time off impacts project delivery and more.
August 2024
NEW FEATURE • AUG 20 2024
Sandbox: Onboard teammates and try Productive features without messing up your data
A sandbox is a secure test environment where you can experiment without affecting your actual data.
It functions like a metaphorical playground where you can explore the system to better understand how it works or test new ideas.
RELEASE NOTES • AUG 13 2024
New Features
- Added a warning when creating a cost rate with 0 working hours
- Added a date picker when copying a recurring budget
Updates
- Add the “Updated” badge to the new BambooHR integration.
- Added separated column for lost reason note on deals report
- When closing the existing Cost rate and creating a new one, the following fields will be pre-filled using the existing cost rate:
- Adds the expenses section to the marketplace description for Xero
Bugs Fixed
- Fixed the “Additional amount needs to be distributed” issue when creating invoices.
- Fixed a bug with the profit and revenue table columns
- A fix for an issue that occured when adding new cost rates to person without previous cost rates
- Fixed screen resizing on timeline layout and added loader to task modal
- Budget used field on financial item report will show in budget currency
- Section name on deal or budget edit screen is no longer randomly truncated
- Activity feed will now correctly show ‘Time and materials’ instead of ‘Actuals’
