Release Notes 18/05/2023


WorkGuru Release Notes - 18/05/2023


 

Hi 


We'd like to keep you updated on our latest releases. For detailed instructions on how to use the features of WorkGuru, please see our list of support articles (https://support.workguru.io/support/solutions). We update these articles regularly to stay up to date with the features of the application.



From this week, we're please to announce our Asana, Dropbox and Google Drive integrations are now available in beta. The next integration in our development pipeline is SuiteFiles.

 

Features

Integrations

The Asana, Dropbox and Google Drive integrations are now live in beta and the integrations dashboard has been refreshed

To learn more about how our integrations work, you can find relevant support articles here.


 

Projects


Added a permission-bound link to the project group (if applicable) from the projects dashboard

 

Project Templates


Project phases can now be saved against templates, which can then be applied to quotes and projects

Details page now includes a client dropdown which will factor in client custom pricing and price tiers


 

 

Suppliers/ Clients


The client and supplier dashboard now filter by active by default

Templates shown on the recurring projects tab of the client details page now factor in client custom pricing and price tiers

 

Document Templates


Phase tables can now be printed on quotes. You can find our default quote doc templates here

 

Reports


You can now configure a default reporting period from within your settings. This will apply to any pivot reports that use the time period dropdown


 

Updates

Purchase Orders


To prevent discrepancies, PO's sent to accounting can no longer be cancelled

 

App


Updated version of WorkGuru Kiosk is available in App and Play stores which includes To-Dos, My Tasks, and My Stock Sales on the main menu.

Our mobile application now includes a task list on the home menu

Mobile app now allows custom fields to be applied to timesheets and purchase orders

WG app now has

 

API


Old reports are now marked as deprecated on WorkGuru API

 

Bug Fixes


Timesheets


Fixed issue with duplicate timesheets being created when using weekly timesheets by default but submitting daily timesheets via the mobile app

 

Projects

Fixed issue with emails on projects

Fixed issue with adding stock usage on jobs with no product lines

Fixed issue with user and team tasks not saving on new projects

Fixed issue whereby asset list was not populating according to clients when adding/ editing a project

 

Production Jobs


Fixed issue whereby completing production jobs caused the un-linking of of standard PO's from jobs

 

 

Ezzybills


Fixed issue with no details shown on skipped invoice from Ezzybills

 

Quotes


Fixed issue where users tasks were being duplicated on quotes


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