Catch-Up Release Notes - Tail End Of 2024

Sorry in advance for the size of this one guys! As a reward for getting through it all I have opted to include 3 jokes at the base instead of the usual 1!

New Features:

• Added support for serial products - https://support.workguru.io/support/solutions/articles/43000718589 and batch products  - https://support.workguru.io/support/solutions/articles/43000721391 in stock takes and stock sales. Updated validation in existing areas like stock usage and purchases to prevent saving with no serial/ batch number
• Added CIS setting for UK WorkGuru Users - https://support.workguru.io/support/solutions/articles/43000735189
• Extended support for invoicing by staff rates and added ability to invoice individual timesheets - https://support.workguru.io/support/solutions/articles/43000700115
• Added platform support for US/ custom date formats - https://support.workguru.io/a/solutions/articles/43000628070
• Added advanced costs tab to project details - https://support.workguru.io/support/solutions/articles/43000488883
• Added bulk update tasks tools - https://support.workguru.io/support/solutions/articles/43000717167
• Added ability to assign users to tasks, reassign user tasks, assign users to template tasks, reassign users on templates bulk tools added - https://support.workguru.io/a/solutions/articles/43000689754
• Added support for tracking categories on Xero sync for project-group-by-client invoices - https://support.workguru.io/support/solutions/articles/43000720288
• Added project details V2 page to speed up page load times for large data sets (currently beta, feedback welcome and appreciated) - https://support.workguru.io/a/solutions/articles/43000488883
• Added support for client tax rates (updated in the client details page) to stock sales, now matching the behaviour of project clients - https://support.workguru.io/a/solutions/articles/43000583290
• Added support for liability accounts to payment accounts - https://support.workguru.io/support/solutions/articles/43000558855
• Added expired filter on quotes dashboard - https://support.workguru.io/support/solutions/articles/43000689672
• Added ability to flag a task/ project task line to force task-rate costing of timesheets  - instead of using staff hourly rate and also valid for Quotes and templates - https://support.workguru.io/support/solutions/articles/43000733493
• Added leads to global search and fixed the links to the leads not working while updating to properly account for user permissions - https://support.workguru.io/support/solutions/articles/43000704325
• Added ability to revert canceled POs to draft - https://support.workguru.io/a/solutions/articles/43000689757
• Added ability to write off time when invoicing by staff rates - https://support.workguru.io/a/solutions/articles/43000700115
• Added ability to edit stock usage descriptions - https://support.workguru.io/a/solutions/articles/43000572187
• Reports - https://support.workguru.io/support/solutions/articles/43000672837-reports-v2
• Project Notes field added to relevant reports
• Estimated Billings fields added to relevant reports
• Timesheets billing report
• WIP reports updated to handle staff billable rates
• Client custom fields added  to stock sale summary reports
• Optimised project summary reports, timesheet reports
• Added DayOfWeek to all reports that support the auto calculated date fields
• Added ability to resize columns
• Added new stock shortages report with extra control over report/ ordering

Important Updates

• Updated Dropbox integration to handle breaking changes to the Dropbox API
• Substantial refactoring and optimisations made platform-wide to reduce server load and improve responsiveness and UX
• Substantial updates made against most imports to add support for additional fields and improve user experience through enhanced validation. Added support for importing using firefox
• Data reset moved to background jobs and additional options added for more control over data deletion
• Many additions, updates and fixes applied to reporting and user dashboard widgets
• Updates to MYOB API to bring core functionality in line with Xero integration. Includes update to new API version, fixes to multicurrency, client/ supplier duplication, file selection page and various optimisations
• Ezzybills match invoices swapped to new endpoint to fix paging and searching
• Fixed + optimised user notification services
• Improved validation on all accounting integrations for better UX
• Updated client editing to standardise and improve UX across AddOrEdit page and AddNewClient modal
• Updated various transaction edit pages to properly handle hidden line item custom field inputs during validation
• Added normalisation to long text fields (descriptions etc) in reporting to prevent unsupported characters breaking pivot
• Localisation updates for currency symbols and custom date formats
• Fixed diacritics breaking project dropdown on Xero PO reconciliation page
• Updated delivery addresses menu item to not require base administration permission

Architecture changes:

• Upgraded our servers, increased server count and updated scaling and caching rules to improve capacity and responsiveness

Document Template Printing updates

• Added reporting category fields to project field printing
• Added client and billing client to asset field printing
• Added WIP fields to project details table on invoice docs
• Owner fields added on stock sale printing
• Task end date added to project task lines table
• Project manager user fields added on project docs
• Added/fixed client custom fields on invoice docs
• [POSupplierInvoiceNumber] added to disbursements table
• Added ability to print source info against purchase lines

• Workguru Mobile App https://support.workguru.io/support/solutions/folders/43000588871

https://support.workguru.io/support/solutions/folders/43000588872

• Update the splash screen and resolved the freezing issue
• Updated the app UI
• Added the Db selection on login page
• Added the forecast / actual hours on project
• Added progress bar project detail
• Updated the datetimeformat
• Updated the new form validation
• Added the Project files and and notes to project detail
• Added the earliest time clock on and latest time clock off
• Updated the duration field on Adding timesheet
• Added the new version notification
• Added the US formatting
• Added the project description
• Added the phases on stock usage
• Updated the client link on project detail page
• Updated the pickers ( added auto complete )
• Updated the duration calculation on adding timesheet
• Updated the search bars
• Added the task description to adding timesheet page
• Made the custom fields on timesheet and purchases editable
• Added the rounding value on adding timesheet base on kiosk settings
• Added the submit button on weekly timesheet page
• Updated the 2FA on app
• Added the "Remember Me" cookie to save the 2FA settings
• Added the delete button on timesheet
• Added the phase on task picker on adding timesheet
• Kiosk App

https://support.workguru.io/support/solutions/folders/43000589658

https://support.workguru.io/support/solutions/folders/43000589659

• Updated the 2FA on app
• Added the "Remember Me" cookie to save the 2FA settings
• Update the splash screen and resolved the freezing issue
• Updated the app UI
• Fixed dark mode font color
• Added the Db selection on login page
• Added the phase on task picker on adding timesheet
• Updated the duration calculation on adding timesheet
• Added the task description to adding timesheet page
• Updated the menu icons
• Added the Sku on stock usage  picker
• Update Kiosk Settings (pin is required, back to login after start timesheet)

Jokes:

I spotted an albino Dalmatian the other day, it's the least I could do

I offered a sea cow a cup of coffee once.
He replied, “No thanks. I’m a man o’ tea."

My friend asked if I could tell them an interesting fact about space
I said, "yeah, by area it's the largest key on the keyboard."

0 Votes