Adjusted invoice table on project details page to separate project vs project group invoices
Products
Added addition column to client-specific pricing report to show the client and default margin
Projects
Added project description to project group detail page
Qualifications
Qualifications phase 1 has now been released - You can now list what licences/qualifications people have, plus the expiry dates and copies of these certificates
Quotes
Updated quote reports showing quote revision number if it has
Added field to print quote line-item unit cost
Extended lead fields to quote printing
Added delete button to quotes detail page (for drafts only)
Other
Updated all template lists to sort alphabetically
Quantity and Pricing now support 4 decimal places on POs and invoices. The line item total is rounded to 2 decimal places, and tax amounts are added for the document at 4 decimal places, then rounded to 2 decimal places in line with Xero
Bug Fixes
Credit Notes
Fixed client account balance not factoring in credit notes
General
Fixed account code not mapping to credit note line item from purchase order line item
Projects
Fixed project details invoiced widget including project group invoices
Fixed issue causing sort order to not map from project to invoice
Purchase Order
Fixed logic which allowed invoiced PO’s to be deleted
Reports
Fixed incorrect margin calculation on client-specific pricing report
Fixed client forecast vs detail report date pickers and invoiced amount not including invoiced purchases
Kiosk
Optimised slow load-times for timesheets task dropdown in App and Kiosk
Users
Fixed internal error when sorting by roles in the user list
Tabitha Robinson
Features
Invoices
Adjusted invoice table on project details page to separate project vs project group invoices
Products
Added addition column to client-specific pricing report to show the client and default margin
Projects
Added project description to project group detail page
Qualifications
Qualifications phase 1 has now been released - You can now list what licences/qualifications people have, plus the expiry dates and copies of these certificates
Quotes
Updated quote reports showing quote revision number if it has
Added field to print quote line-item unit cost
Extended lead fields to quote printing
Added delete button to quotes detail page (for drafts only)
Other
Updated all template lists to sort alphabetically
Quantity and Pricing now support 4 decimal places on POs and invoices. The line item total is rounded to 2 decimal places, and tax amounts are added for the document at 4 decimal places, then rounded to 2 decimal places in line with Xero
Bug Fixes
Credit Notes
Fixed client account balance not factoring in credit notes
General
Fixed account code not mapping to credit note line item from purchase order line item
Projects
Fixed project details invoiced widget including project group invoices
Fixed issue causing sort order to not map from project to invoice
Purchase Order
Fixed logic which allowed invoiced PO’s to be deleted
Reports
Fixed incorrect margin calculation on client-specific pricing report
Fixed client forecast vs detail report date pickers and invoiced amount not including invoiced purchases
Kiosk
Optimised slow load-times for timesheets task dropdown in App and Kiosk
Users
Fixed internal error when sorting by roles in the user list