Release Notes - Updates for January 2026

New Additions:

• Added todo options to data reset, and updated existing reset jobs - https://support.workguru.io/support/solutions/articles/43000700120-managing-project-tasks-with-to-dos
• Added ability to print todo items on project docs - https://support.workguru.io/support/solutions/articles/43000512873-document-template-field-library
• added preview job number when adding new production job and added added creation/modification info to production job detail page + fixed related creation/modification time/user issue - https://support.workguru.io/support/solutions/articles/43000691825-production-job-overview
• Added SourceDocDueDateOrExpectedDate field to Purchase Order Summary by Issue Date Pivot Report - https://support.workguru.io/support/solutions/articles/43000733406-workguru-reporting-overview
• Added support to phase on PO line when at receive/update invoice point and PO page if factoring in a split phase - https://support.workguru.io/support/solutions/articles/43000570284-purchasing-overview
• Added Quote/Lead number preview feature - https://support.workguru.io/support/solutions/articles/43000486245-quote-overview

Updates:

• Various reporting fixes and updates
• Added Ezzybills receipt upload fallback validation for receipt uploads and general Ezzybills updates
• Updates made to product imports
• Updated timesheets dashboard to include inactive users that have timesheets in the search period
• User dashboard widget updates
• Improved performance on project group add/edit screen
• Added creation date field when on client export and client contact export
• Made the quote owner field a required field at add/edit quote page
• Exchange rate now applies from PO when invoicing project by actual
• Updated behaviour when going through a project with split phase applied when updating PO invoice

Fixes:

• Various permissions fixes
• Applied fixes to workflows dashboard
• Fixed error on production job dashboard when changing status
• Fixed issues with default document template behaviour
• Project details v2 view fixes
• Fixed todo printing on document templates spacer row behaviour
• Fixes to timesheet dashboard
• Fixed issues in various pages for project statuses being used instead of production statuses
• Fixed mapping issues when adding extra PO lines during invoice update
• Fix applied to split phase for PO line on add or edit PO page
• Applied a fix to production job still being marked as completed when it was erroring
• uploaded files display has been re-added to project detail v2
• Fixed the split phase feature on add or edit PO page
• Addressed purchased value on project details v2 when a phase was applied

Joke:

My partner said I should do lunges to stay in shape

I thought that would be a big step forward

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