Completely rethought the doc template preselection logic on all transactions (leads, quotes, invoices, purchases, credit notes) to no longer default to first on list, instead applying new settings allowing for a default template per transaction type to be selected in Administration>Document Templates to allow for the same expected previous behaviour but this time allowing for user control - https://support.workguru.io/support/solutions/articles/43000597587-email-defaults
New Additions:
New Timesheet Dashboard Beta screen added, and multiple updates and fixes applied - https://support.workguru.io/support/solutions/articles/43000692998-managing-timesheets
Completely rethought the doc template preselection logic on all transactions (leads, quotes, invoices, purchases, credit notes) to no longer default to first on list, instead applying new settings allowing for a default template per transaction type to be selected in Administration>Document Templates to allow for the same expected previous behaviour but this time allowing for user control - https://support.workguru.io/support/solutions/articles/43000597587-email-defaults
Finished EzzyBills authentication refactor and added disconnect button - https://support.workguru.io/support/solutions/articles/43000639107-connecting-ezzybills-to-workguru
New fields added to reports;
Current Projects Due In Period: ISOStartDate, InvoicedBaseCurrency, QuoteDate
Projects Completed In Period: ISOStartDate, InvoicedBaseCurrency, QuoteDate
All Projects Summary Report: ISOStartDate
Project Task Lines by Start Date Pivot Report (Current Tasks): InvoicedBaseCurrency
https://support.workguru.io/support/solutions/articles/43000733406-workguru-reporting-overview
General updates to Workflows allowing for things like time-based requirements - https://support.workguru.io/support/solutions/articles/43000760758-workflows-overview
Any ideas for more Workflows additions? Raise a feature request comment on the Workflows topic here; https://support.workguru.io/support/discussions/topics/43000536889
add window that appears when attempting to approve a PO when the PO approval limit has been exceeded at PO detail page - https://support.workguru.io/support/solutions/articles/43000658022-purchase-order-approval-limits
Added asset fields support on forms - https://support.workguru.io/support/solutions/articles/43000746034-general-form-fields-library
Updates:
Updated gurupay and improved validation and logging
Various optimisations mostly relating to reporting, project production jobs/product details
Added custom field support to quote lines import
General optimisations based off of some platform performance last month
Some updates to the API endpoints and maintenance
Assorted UI improvements
Updated the Xero Get Payments to include a duplicate check for incoming payload from Xero
Updated print preview on transactions to handle multiple pages and now resets between template selections
Timesheet workflows fixes
Moved project templates permission under administration to match the menu structure
Support added for removing Uom when editing product
Quote creation button has been updating to block creation of duplications on multiple clicks of approval
Updated average landed cost display to four decimal places on product detail page
Added ability to apply product expense GL account on line items when using advanced PO add lines button from the project
Support added for EzzyBills receipt upload on project details 2 page
Fixes:
Fixed workflows that involved form completions
Fixed timesheet dashboard not respecting locked status settings
Fixed emailing CC’ing not working correctly
Addressed some issues with XeroId being nullified on invoices and purchases
Gurupay dashboard fixes and QOL improvements (data-related) to the functionality
Fixed adding new supplier via the window on purchases not triggering change events
Fixed quote emailing still sending email when no document template had been selected
Various Workflows fixes and re-enabled timer-based workflows after testing
Fixed issues with editing custom field dropdown/multiselect types
Fixed userTask deletion not working when editing project templates
Fixed product search UI behaviour on stocksale add/edit
Fixed stocksale credits not using correct warehouseId for adjustments
Addressed some calculations not running on advanced PO lines
Fixed the modification user name on project detail v2 page and other factors like form completion
Patch applied to the project template import
Fixed importing stock usage for multiple projects when no warehouse in sheet
Mobile:
Ezzybills receipt upload fully implemented
Support added to respect task and project
Fixed asset file downloads
Fixed location not showing on schedule popup
Kiosk:
Fixed userTask deletion not working on project template editing
Fixed product searching on time and materials view
Joke:
Did you hear about the builder who did a great job with their latest build?
They really nailed it
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