Added settings to enable/disable search function on kiosk project/task lists (some users had issues with floating keyboards on mobile devices covering these lists)
Invoices
Added logic to bring the reporting categories and/or client PO number to the generated invoice when invoicing a project group if all child projects have the same
Added ability to print timesheets for project group invoice (displays timesheets since the last project group invoice).
Improved display of credit terms on invoice documents (eg 30 Days EOM, instead of 30Eom)
Added reporting category dropdown to the “edit invoice” screen for users set to use it
Custom Reports
Extending custom reports to include POs
Updated project calculation on custom report
General
Added delete function to clients record files
Updated forecast revenue calculation
Bug Fixes
Clients
Fixed delete functionality to custom price on client’s edit and detail page
Fixed client terms not saving when adding/ editing a client
Document Templates
Fixed product line amount on project templates to display the total line on printed documents.
Fixed a rounding issue when generating documents
Leads
Added fix to prevent lead duplication when double-clicking
Stock & Production Jobs
Fixed dispatch date format on stock sale
Fixed issue where output line item description was not mapping from production job template to production job
Fixed search functionality in the add production job template modal popup when adding/ editing production job
Fixed purchase orders getting detached from stock sales when editing/ receiving/ updating PO supplier invoice
Fixed logic for production job backorders when actualUsedQty is greater than forecastQty for tasks/products
Invoices
Fixed an error caused by clicking to add quick invoice on a project because of null credit days for the client
Fixed issue with account codes not saving correctly for line items when editing invoice
Fixed default payment terms applied for project group invoices due date
Fixed issues around attaching files to invoice when invoice not attached to project
Quotes
Fixed quote due date on the “add a new quote” page
Fixed quote expiry and forecast dates not displaying correctly on details page
Products
Fixed issues that were causing “AddOrEditProduct” page to break
Fixed issues with import Product Par levels and locations
Projects
Fixed project notes not displaying on projects
Fixed project notes not displaying users names on initial note creation
Fixed various UI elements when adding/editing project group (title, search functionality, added project numbers to search table)
Purchase Orders
Fixed issues with uploading files to POs
Fix displaying sender name on PO email tab
Fixed issue correct tax was not showing when editing existing PO
Timesheets
Fixed user dropdown not populating for “addOrEditWeeklyTimesheets” for admin users
Tabitha Robinson
New Updates
Kiosk
Added settings to enable/disable search function on kiosk project/task lists (some users had issues with floating keyboards on mobile devices covering these lists)
Invoices
Added logic to bring the reporting categories and/or client PO number to the generated invoice when invoicing a project group if all child projects have the same
Added ability to print timesheets for project group invoice (displays timesheets since the last project group invoice).
Improved display of credit terms on invoice documents (eg 30 Days EOM, instead of 30Eom)
Added reporting category dropdown to the “edit invoice” screen for users set to use it
Custom Reports
Extending custom reports to include POs
Updated project calculation on custom report
General
Added delete function to clients record files
Updated forecast revenue calculation
Bug Fixes
Clients
Fixed delete functionality to custom price on client’s edit and detail page
Fixed client terms not saving when adding/ editing a client
Document Templates
Fixed product line amount on project templates to display the total line on printed documents.
Fixed a rounding issue when generating documents
Leads
Added fix to prevent lead duplication when double-clicking
Stock & Production Jobs
Fixed dispatch date format on stock sale
Fixed issue where output line item description was not mapping from production job template to production job
Fixed search functionality in the add production job template modal popup when adding/ editing production job
Fixed purchase orders getting detached from stock sales when editing/ receiving/ updating PO supplier invoice
Fixed logic for production job backorders when actualUsedQty is greater than forecastQty for tasks/products
Invoices
Fixed an error caused by clicking to add quick invoice on a project because of null credit days for the client
Fixed issue with account codes not saving correctly for line items when editing invoice
Fixed default payment terms applied for project group invoices due date
Fixed issues around attaching files to invoice when invoice not attached to project
Quotes
Fixed quote due date on the “add a new quote” page
Fixed quote expiry and forecast dates not displaying correctly on details page
Products
Fixed issues that were causing “AddOrEditProduct” page to break
Fixed issues with import Product Par levels and locations
Projects
Fixed project notes not displaying on projects
Fixed project notes not displaying users names on initial note creation
Fixed various UI elements when adding/editing project group (title, search functionality, added project numbers to search table)
Purchase Orders
Fixed issues with uploading files to POs
Fix displaying sender name on PO email tab
Fixed issue correct tax was not showing when editing existing PO
Timesheets
Fixed user dropdown not populating for “addOrEditWeeklyTimesheets” for admin users