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.
We are pleased to announce that our SuiteFiles integration is now up and running. We're still working on our documentation for this and hope to have it available soon. Please be aware only one file storage integration per tenant be used with WG.
Features
SuiteFiles
SuiteFiles is a document management system used mostly in accounting, law, and engineering firms. Connect to your SuiteFiles via out integrations page
Users
We can now import new users in bulk up to your subscription limit. This is to help with onboarding and bulk user updates
Quotes
Added a setting to mark quotes as issued once emailed
Added ability to build quote from client custom prices via client details
Document Templates
Landed Costs lines table has been added to PO docs
Project Summary Template with additional Project fields has been added to our docs - Project - Summary
Reports
We've added an additional Pivot Report "Quotes by Accepted/ Declined Date Summary Report" returning accepted/ declined quotes within a period
Trial Tenants
Trial tenants can now automatically populate default demo data via the link on the trial banner
App
Stock Dashboard page now available on the Mobile App
Updates
Optimised the "All my Projects" Widget, vastly improving load speed
Optimised emailed quotes displaying on Quotes Dashboard
Added ability to use custom fields from project templates on recurring jobs
Separated Dashboard Widget Loading from Log in loading resulting in faster login times
Handled rate limiting when getting payments from Xero
Optimisation made to Tanda integration page
Bug Fixes
Xero
Fix in place for multiple tokens/ Xero tenants
Projects
Bug fix for undoing ToDo items via Project Details page
WorkFlow Max
Fixed WFM Contact mapping
Report
WIP Actuals/ Forecast fix in place for date mapping on saved versions
Quotes / Leads
Fixed quote and lead dashboards not factoring in user permissions
Stock
Fixes applied to Stock Movement History by product Id page
Assets
Fixed bug for creating Project Groups in relation to selecting multiple assets
WorkGuru Release Notes - 20/6/2023
Hi Workguru
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.
We are pleased to announce that our SuiteFiles integration is now up and running. We're still working on our documentation for this and hope to have it available soon. Please be aware only one file storage integration per tenant be used with WG.
Features
SuiteFiles
SuiteFiles is a document management system used mostly in accounting, law, and engineering firms. Connect to your SuiteFiles via out integrations page
Users
We can now import new users in bulk up to your subscription limit. This is to help with onboarding and bulk user updates
Quotes
Added a setting to mark quotes as issued once emailed
Added ability to build quote from client custom prices via client details
Document Templates
Landed Costs lines table has been added to PO docs
Project Summary Template with additional Project fields has been added to our docs - Project - Summary
Reports
We've added an additional Pivot Report "Quotes by Accepted/ Declined Date Summary Report" returning accepted/ declined quotes within a period
Trial Tenants
Trial tenants can now automatically populate default demo data via the link on the trial banner
App
Stock Dashboard page now available on the Mobile App
Updates
Optimised the "All my Projects" Widget, vastly improving load speed
Optimised emailed quotes displaying on Quotes Dashboard
Added ability to use custom fields from project templates on recurring jobs
Separated Dashboard Widget Loading from Log in loading resulting in faster login times
Handled rate limiting when getting payments from Xero
Optimisation made to Tanda integration page
Bug Fixes
Xero
Fix in place for multiple tokens/ Xero tenants
Projects
Bug fix for undoing ToDo items via Project Details page
WorkFlow Max
Fixed WFM Contact mapping
Report
WIP Actuals/ Forecast fix in place for date mapping on saved versions
Quotes / Leads
Fixed quote and lead dashboards not factoring in user permissions
Stock
Fixes applied to Stock Movement History by product Id page
Assets
Fixed bug for creating Project Groups in relation to selecting multiple assets
Sent to: support@workguru.io
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