Release Notes - March 2026

New Additions

• Published a new support article for Client reporting - https://support.workguru.io/support/solutions/articles/43000777989-report-field-definitions-clients
• Enabled searching by project, quote number, or name on the Todo List index - https://support.workguru.io/support/solutions/articles/43000704525-to-do-overview
• Introduced a "Produce Materials" button on the Stock Shortage Report - https://support.workguru.io/support/solutions/articles/43000745128-stock-shortages-report
• Implemented support for toggling BOM printing on projects, quotes, and stock sales - https://support.workguru.io/support/solutions/articles/43000771553-kit-products
• Integrated support for phases when creating project templates from the project detail page - https://support.workguru.io/support/solutions/articles/43000486288-create-a-project-template
• Incorporated doc template support for project, invoice, and PO workflow email actions and added a PO timer event for workflows - https://support.workguru.io/support/solutions/articles/43000760758-workflows-overview
• Included the old markup field on the "Update Product Pricing From PO" screen - https://support.workguru.io/support/solutions/articles/43000565577-update-product-pricing-from-a-purchase-order 
• Added a warning prompt to the Merge PO page - https://support.workguru.io/support/solutions/articles/43000686133-merging-purchase-orders
• Deployed product actual logic on the Invoice Project Staff Rates page - https://support.workguru.io/support/solutions/articles/43000700115-staff-rates-invoicing
• Provided support for tax-included orders coming from Shopify - https://support.workguru.io/support/solutions/articles/43000755780-shopify-and-workguru-overview
• Expanded the Product & Line Item Comparison report to include an output lines field - https://support.workguru.io/support/solutions/articles/43000733406-workguru-reporting-overview
• Rolled out minor UX enhancements across the platform
• Established a proactive support notification for rate-limited tenant emails

Updates

• Optimized asset export performance for better speed
• Enhanced performance for batch and pipeline queries on the Project Task Lines by Start Date Pivot Report
• Boosted speed for split queries within the Current Tasks pivot report
• Refined the document printing currency symbol generator to be more general-purpose
• Adjusted tax rate matching logic for better accuracy
• Modified merge fields involving currency for improved consistency
• Streamlined error handling issues on the MYOB index page

Fixes

• Resolved a material values mismatch on Project Detail V2
• Rectified a display issue occurring within the Gantt chart
• Corrected a display error on the project template detail page when no phase is present
• Patched the product search function on project templates
• Eliminated duplicate lines on the Project Forecast vs Actual report
• Adjusted the billable PO supplier credit note value in WIP calculations
• Fixed an issue where long text custom fields would overflow on the asset detail page
• Sorted a column display bug on Project Detail V2 when stock control is disabled
• Realigned actual cost calculation logic on the Project Detail V2 material tab
• Addressed incorrect due dates related to client credit term settings on Invoice Project Staff Rates
• Mended the process for making a stock sale payment via the front end
• Restored task line visibility and fixed the default "order by date" on the Gantt chart
• Cleaned up the product search on the project template edit screen
• Validated that the Project Forecast vs Actuals (Grouped) report now factors in phases against stock sales

Joke: 

I burned my Hawaiian pizza today…

Knew I should have cooked it at aloha temperature 

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