What's New
Communication History Added to Vendor Records
Vendor records now include a comprehensive Communication History section. This section provides a detailed log of all automated communications sent to your vendors, including welcome packages, insurance expiration notifications, and more.
Why it’s Great:
Gain valuable insights into your vendor communication efforts with the new Communication History section within each vendor record. This section provides a detailed log of all automated communications sent.
New Assignment Grid Columns: Approved Total & Pending Total
The Assignments grid now includes new columns for Approved Total and Pending Total. These columns are initially hidden but can be easily added to your saved grid views for convenient access.
Why it’s Great:
You have access to more information with fewer clicks.
Enhanced GL Mapping Management
Delete GL Mappings Directly in the Grid: Easily remove individual mappings with a simple click. User permissions are strictly enforced.
Bulk Delete via Import: Streamline removal of multiple mappings using the import template. This follows existing import deletion functionality.
Why it’s Great:
This enhancement improves data accuracy by allowing easy removal of incorrect GL Mappings, maintains data integrity by ensuring a clean database, and streamlines maintenance by providing efficient deletion capabilities
Invoice Date Available in Workflow Definitions
Workflow definitions can now be updated to include the invoice date as a decision-making factor. This enhancement allows for more precise workflow logic, including checks against the invoice date for both subcontractor and client invoices.
Why it’s Great:
This enhancement enables you to create more tailored and efficient billing processes by incorporating the invoice date into your workflow rules.
Vendor Custom Fields Now Available in Workflow Definitions
Vendor Custom Fields can now be leveraged in workflow definitions and exports, enhancing the flexibility of your billing requirements and data extraction processes
Why it’s Great:
This enhancement provides greater flexibility in your billing processes and data exports by enabling the use of Vendor Custom Fields in workflow definitions.
Inactive users are no longer displayed as affiliated users on vendor and store records
This enhancement provides a more accurate view of affiliated users by excluding inactive users from vendor and store records.
Why it’s Great:
This enhancement ensures that only active users are displayed as affiliated users on vendor and store records, providing a more accurate and up-to-date view of user associations.
Bug Fixes
- Improved User Experience:
- Clearer Labels:
- "Vendor Invoice Instruction Panel" to "Add Vendor Invoice Instruction"
- "Create Invoice Instruction Form" to "Add Client Invoice Instruction"
- "Approver Group Creation Form" to "Create Approver Group"
- Streamlined User Creation: Removed non-critical options during user creation for a more efficient process.
- Enhanced Store Manager User Updates: Improved update behavior to prevent duplicate entries and ensure accurate information.
- Reliable Document Type Lists: Enabled consistent saving of document type lists.
- Clearer Labels:
- Improved Data Integrity:
- Accurate Invoice Data: Invoice line items now preserve taxability when copied or duplicated.
- Accurate Asset Filtering: Resolved the issue where the "Active/Inactive" filter for assets was not functioning correctly.
- Enhanced Workflow & Project Management:
- Improved Vendor Billing Requirements: Enhanced logic to prevent advancement if billing requirements are not met, addressing cases where requirements may be incomplete.
- Enhanced Project Task Management: Users with appropriate permissions can now easily manage task dependencies directly from the Project > Task screen.
- Improved Import Functionality: Imports now accurately ignore empty rows, providing more reliable row counts.
- Enhanced Visibility: Improved visibility of Custom Fields and all Fields within Groups from the Administration menu.
- Improved Assignee Management: User names now populate correctly when mass managing assignees in the Default User Assignment grid.