Release Notes 04/03/22



  • Added email icon/ payment ticks to invoices table in client details page


  • Added payment history on the invoice on draft mode


  • Added task name, project name to task box and added start date on project box on dashboard

  • Added link to project from the quote details page

  • Added files and emails tab to project group detail page. These tabs are filled with an aggregated list of files/ emails from the group's child projects

Purchase Orders

  • Added additional merge fields to PO disbursements (Purchases) table

  • Added client purchase order field to client credit notes

  • Added various merge fields and PO Summaries table for project printing


  • Increased Export Limit For Stock On Hand Valuation Report 

Bug Fixes


  • Fixed correct details for Client/Billing Client on printing invoice template 


  • Fixed project invoiced widget not including relevant invoiced amounts from project group invoices

  • Fixed sort order not mapping/ applying to invoice purchase lines when viewing the invoice details page or printing


  • Fixed attached emails not displaying on leads when containing MsoNormal tags (i.e. sent from office 365)


  • Fixed decline text mapping on quotes

  • Resolved an issue causing quote revision to transfer line items from the original instead of copying them


  • Resolved task scheduling not displaying date picker after adding a template to a project

  • Resolved automapper exception on project group detail page

  • Updated project column on timesheet index page as a link

Purchase Order

  • Added warehouse on the receiving purchase order form

  • Added postcode to PO Document Template fields

  • Fixed save and approve button not appearing on PO’s for those without approval limits

  • Resolved back-ordering PO’s, not mapping description and editing PO’s removing revision

  • Resolved advanced POs being created with sales tax codes instead of purchase tax codes

Production Jobs

  • Fixed error that occurred when printing production jobs


  • Updated the Profit by Project Report to show product cost correctly and added CSV button

  • Added city to client custom report fields


  • Removed deprecated date filter when getting the list of stock adjustments to send to accounting

  • Fixed stock transfers not handling UOM/Kit products correctly

  • Fixed account codes not being mapped correctly when creating adhoc purchase lines

  • Fixed displaying none stock or ad hoc items on project when they aren’t stock items


  • Fixed timesheets costing on project profitability widgets


  • Added filter to not show inactive users on the kiosk


  • Various UI fixes throughout the platform (page/ browser titles, permissions brackets, dropdown search/ formatting, broken links to related documents etc)

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