Release Notes - July 2026

New Additions

• Purchase order emails can now attach files from the related quote, alongside the PO's own attachments - https://support.workguru.io/support/solutions/articles/43000689762-emailing-a-purchase-order
• New "Send Timesheet Email" workflow action — timesheets can now be emailed automatically from a workflow, with the standard merge-field text replacement and a dedicated action configuration screen - https://support.workguru.io/support/solutions/articles/43000760758-workflows-overview
• Added Reporting Category 1 and Reporting Category 2 fields to the Payments by Creation Date Pivot Report - https://support.workguru.io/support/solutions/articles/43000774054-report-field-definitions-invoices
• WorkGuru Chat feature release to UK servers - https://support.workguru.io/support/solutions/articles/43000785818-getting-started-with-project-chats

Updates

• Updated error when emailing size limit has been reached
• Security and permissions reinforced for the new Forms overhaul
• Forms UX improvements made, such as a confirmation notification now appears after a form is submitted (project, quote, lead, asset, forms dashboard and kiosk), the entered values are restored for editing when a save fails instead of being lost, and draft/signing status display has been improved
• Performance improvements made to the Forms flow
• File preview and download behaviour made consistent across project, quote, project group and stock sale files
• Credit note creation page (opened from a stock sale or a project) — UI/UX clean-up
• Accepting a quote into a stock sale now pre-sets the stock sale's default owner instead of leaving it blank
• Sales pipeline and quote dashboard totals have had a performance improvement
• Performance increase so that audit logging runs more smoothly
• Improvements made to accounting files sync to increase performance
• Added setting for client filtering of asset dropdown and applied some related updates
• Added support for project-created workflow events to recurring projects
• Split columns on project dashboard into multiple columns on the table export
• Updated CCN and SCN update details pages to standardise behaviour and disallow line item deletion + addition
• Scheduled reports responsive UI dashboard updates
• Redesigned produce-materials modal on stock shortages report to properly handle quantities across multiple templates
• Added support for syncing CCN/SCN’s to MYOB
• Updates to COGS Xero accounting sync
• Updated asset dropdown on quotes to match project behaviour (filtered by client)
• Added support for project custom field filtering to project and staff schedule

Fixes

• Patched markup price tiers falling back to cost price when a task or product had no tier price set
• Fixed the effective date showing the wrong day on the stock adjustments page
• Adjusted invoice Total Payments drifting out of sync after Xero sends
• Fixed creating a client inline on the create quote / create project page not saving the billing client correctly
• Re-mapped the ForecastCost field on the production job report
• Addressed link-type custom field values not rendering correctly on the product and stock sale detail pages
• Fixed edits to a stock sale line not being saved
• Updated the stock adjustments page serving a stale cached script after a release, and surfaced previously silent errors on the add-client modal
• Fixed client account balance not factoring in percent lines on details page + report
• Adjusted font styling on staff schedule
• Fixed icon mismatch on project board for job completion (showing as 3-dot options > checkmark)
• Patched incorrect inventory GL account mapping when sending purchase orders to MYOB
• Fixed bulk invoice emailing not working
• Optimized Products Import
• Fixed discrepancies with project details V1/V2 widgets
• Fixed stock shortage report not correctly aggregating demand by transaction

Mobile & Kiosk

Mobile:

• Forgot password is now handled in-app for mobile
• "Must change password on next login" now routes to the reset flow instead of dead-ending
• To-do descriptions now visible directly on the list cards
• Clearer Edit/Done buttons + confirmation before completing a to-do
• Added confirm dialogs before irreversible actions (delete note/file/to-do, Receive PO, send Quote/PO emails, complete/approve)
• New Gantt view; calendar shows both schedules and task deadlines
• Cleaner Calendar/Gantt + Day/Week/Month toggles and tighter header layout
• Timestamp added to captured location
• Only prompts for location when the tenant requires it; clear "enable location / Open Settings" guidance instead of silent failures
• Fixed headers hidden behind the status bar and footers under the gesture bar across add/edit and detail pages; region picker repositioned
• Fixed a crash in the network error handler (dropped connections)
• Fixed Fill Form timing out; fixed popup-related crashes
• Aligned detail-page and edit-page fields; fixes to custom fields, active suppliers, and project notes

Kiosk:

• "Enter Time and Materials" page now shows the form-submitted confirmation pop-up

Joke: 

My Partner said I am the cheapest person in the world…

I still don’t buy it. 

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