24.11.02 will be deployed to customers from 19th November 2024 onwards, with the following additions and changes.
🔄 Changed
Schedule
The quotes overview dashboard has been optimised to provide a consistent UI with other dashboards (297256)
🐞 Fixed
Jobs
Custom field mapping for yes/no questions now works correctly within job type automations. (305432)
Worksheet answers flagged as at risk will no longer trigger emails to resources outside the specific resource group set when a web user initiates the alert. (309847)
Finance
Job line items now remain visible when the quantity is blank and other line items are removed, ensuring no data is inadvertently hidden. (306825)
Invoices are now generated correctly from financial line items, with accurate currency conversion and values applied. (267554)
The financial documents filter has been optimised for improved responsiveness when using status and state filters. (315574)
Tracking
An issue causing incorrect maximum speed figures to appear in the daily vehicle summary report has been resolved. (259314)
Roles & Restrictions
Users with permission to manage favourite views can now do so without requiring full site administrative access. (297156)
Reporting
The flag status report has been optimised to ensure consistent and accurate output. (275216)
24.11.01 will be deployed to customers from 5th November 2024 onwards, with the following additions and changes.
🚀 New
Batch Job Stock
Batch Job Stock simplifies stock management by allowing you to add multiple items to a job in one go. No more repetitive actions—just select your items, add them to the job, and save valuable time. Perfect for streamlining your workflow and keeping your stock updates efficient and hassle-free.
Here’s a demonstration of the new feature in action:
🐞 Fixed
Finance
The warning message for editing financial line items on recurring jobs has been updated to clarify that changes or additions to line items will not apply to all recurring jobs in the series. (297757)
The "Invoice Created" customer activity can now be filtered in the job list view for easier tracking. (299626)
A delay has been resolved when adding predefined invoicing sets with over 50 line items to quotes, improving processing time. (271551)
Expense categories are now mandatory, ensuring they can be used consistently within the mobile application and back-office. (292783)
Schedule
Job Type Automation now triggers only once on job completion, even if the mobile device has a poor signal or weak connection. (260175)
Map
A UI issue that prevented driving, stopped, and idling information from displaying correctly in the journey box has been resolved.
Stock
Job Type Automation now triggers only once on job completion, even if the mobile device has a poor signal or weak connection. (260175)
24.10.02 will be deployed to customers from 22nd October 2024 onwards, with the following additions and changes.
🔄 Changed
Schedule
When multiple jobs with the same end time overlap before a shift ends, both jobs’ return journey chevrons will be displayed, previously, only the first job's chevron appeared. This update aligns the return journey behaviour with how the journey to the job is displayed, improving clarity by showing both chevrons when journeys overlap. (307186)
Tasks - Closed Beta
Rating tables have been adjusted to trigger appropriately when using tasks. (273835)
Task terminology has been updated to include 'Services', in preparation for future integration with ongoing asset work. (304950)
🐞 Fixed
Finance
To improve performance, only the top 100 job group references will be returned when importing jobs onto a sales opportunity, reducing latency. (299030)
For customers using the "send single email" functionality, invoices will automatically synchronise with Sage once they are marked as sent. (301974)
The "Sales op due in X days" alert will no longer send incorrect notifications every 6 hours after the updated close date. (309664)
Reporting
Non-hazardous waste is now correctly excluded from the hazardous waste consignment note V2. (284270)
24.10.01 will be deployed to customers from 8th October 2024 onwards, with the following additions and changes.
🔄 Changed
DashCams
Users can now view dashcam events even if the vehicle is not equipped with a BigChange tracker, providing more flexibility in monitoring driving activity. (304787)
Schedule
When multiple jobs with the same end time are stacked before a shift ends, both jobs’ chevrons are now shown for the return journey, rather than only displaying the first job’s return journey chevron. This matches the behaviour of the journey to the job when they overlap, ensuring clarity by overlaying both return journey chevrons. (268864)
Dashboards
The Sales Opportunity Dashboard now includes the ability to view won/lost sales opportunities over a specific time period and any overdue sales opportunities. This enhancement helps track success and identify missed opportunities that require attention. (307960)
Blueprints
Custom fields attached to contracts can now be imported and exported using the blueprint functionality, allowing for the easy transfer of data within a single export, making it more convenient for managing contract information. (301663)
🐞 Fixed
Finance
Invoices are now correctly attached to jobs when Xero synchronisation is enabled, ensuring smooth integration with Xero. (261453)
Attachments from financial documents are successfully copied to group jobs when the copy attachment option is selected, making document management easier. (288824)
The issue causing stock line details to reset when recalculating lines on financial documents related to jobs from sales opportunities and invoices has been resolved, ensuring data accuracy. (305698)
Recalculating line items no longer changes the quantity value when the invoice contact is changed, preserving the original data. (305190)
A mandatory supplier field has been added when duplicating a financial document to a Purchase Order, ensuring the screen displays correctly and improving the user experience. (307698)
Microsoft Add-ins
The online Word and Outlook Add-ins versions now load correctly when working with formulas, improving functionality and stability. (301663)
Editing formulas with special characters is now supported in the Word Add-In, providing greater flexibility in template customisation. (307461)
CRM
Searching for contacts with names written in Greek returns results as expected, enhancing search functionality for Greek users. (271694)
Dashboards
Purchase order costs now reflect the correct values, even when the gross amount is lower than the unit cost price, ensuring consistency between data on the platform and reports. (300911)
Dashboards now adhere to the specific date type and range filters, accurately displaying data according to the chosen settings. (303972)
Booking Site
When a contact user linked to a booking site user with multiple contact persons is deleted, the booking site user is only removed if no other contacts are connected, allowing selective removal of access to specific booking sites. (286211)
Tracking
The map now displays the Default Map View country or region for customers without tracking devices, improving clarity for these users. (297999)
Driving time is now correctly displayed within the box border, ensuring clear and accurate information. (307188)
24.09.02 will be deployed to customers from 24th September 2024 onwards, with the following additions and changes.
🔄 Changed
Purchase Invoicing - Open Beta
Users can now set alerts for changes in the status of purchase invoices, keeping them informed of important updates. (251016)
From the list view, individual purchase invoices can now be placed in query, streamlining the process for addressing invoice issues. (255057)
Users can manually approve multiple purchase invoices for payment or synchronisation with a financial package from the list view, saving time on batch processing. (268651)
Dashboards & Reports
New columns have been added to the Group WIP dashboard, allowing users to view profit and margin values based on invoices and credit notes received, enhancing financial visibility. (302127)
The Standard Timesheet V2 has been updated to ensure that content is only displayed to users with the correct permissions, reinforcing security and access control. (265437)
🐞 Fixed
Map
The vehicle's street name is now visible even when travelling through locations without a postcode, providing more detailed location information. (297020)
CRM
The contact persons window now loads reliably without intermittent hangs, ensuring a smoother user experience. (297036)
Duplicated sales opportunities can no longer use the same reference, maintaining accuracy and preventing confusion. (303303)
The CRM Search and "Search anything" functions now support Greek search terms, expanding language compatibility. (271694)
Resource Management
Absences added to all resources can no longer be accidentally removed from individual resources, preventing unintended removal from all resources. (298316)
Alerting
For web users with restrictions, the unread alerts counter icon on the top bar now accurately reflects the real unread alerts count, ensuring correct notifications. (304158)
Scheduling
Stability improvements have been made to the weekly schedule view, enhancing overall reliability. (271066)
Loading a saved schedule favourite view while on the schedule no longer causes delays, allowing for faster access. (294884)
Finance
The margin value in the financial document report now correctly matches the value shown on the invoice, ensuring accurate financial reporting. (307925)
24.09.01 will be deployed to customers from 13th September 2024 onwards, with the following additions and changes.
🚀 New
Schedule All
The enhanced scheduling feature, initially introduced as a public beta in 24.04.02, is now fully launched.
Reduce the time and complexity of scheduling jobs en masse. With the new Schedule All, you can see the new routes that will be created as you schedule up to 1000 jobs with ease. Time consuming scheduling is a thing of the past, as the new mass scheduler takes into account all job constraints. Scheduling that took hours, now takes minutes.
The updated Schedule All feature builds on the original functionality, incorporating a new optimisation engine and an intuitive interface that visually displays the routes on a map prior to committing them.
Here’s a demonstration of the new feature in action:
Reports & Dashboards
The group WIP dashboard has been enhanced to support data drill-down capabilities. Additional charts have been introduced, including Total Sales vs. Invoiced & Uninvoiced, Group Job Costs vs. PO Costs, and Margin Trends. (301961)
The standard timesheet (v2) has been updated to display job details for assistants who have logged activity, ensuring comprehensive timesheet reporting. (289578)
🔄 Changed
Purchase Invoicing - Open Beta
Department codes can now be added to purchase invoices, providing more detailed categorisation and reporting capabilities. (292220)
Login Screen
We are planning updates to the login screen, which will look similar to the image below.
Please note that you will still be able to log in using your existing username and password and will be rolled out in phases, ensuring a seamless transition.
🐞 Fixed
Jobs & Worksheets:
The recurrence warning banner now correctly displays the date in the format set in user settings, ensuring consistency with user preferences. (295427)
Worksheet branching question arrow messages now accurately reflect the conditional branching setup, providing clear guidance. (303122)
Finance:
When creating a purchase invoice and selecting a due date from the main menu, users can now select a date against the purchase invoice without encountering a blank page, ensuring a smoother workflow. (304872)
Nominal and Department codes are now consistently carried forward when creating a financial document from job lines, maintaining accurate financial records. (301824)
Only a single financial document is generated when creating a financial document from job lines, even when the beta toggle is enabled, streamlining the process. (301826)
CRM:
Users can now correctly load contacts that have been returned by a postcode search, improving contact management efficiency. (295940)
Dashboards & Reports:
The WIP report now loads data accurately for web users with contact group restrictions, ensuring comprehensive reporting. (299142)
Daily vehicle summary reports for Calamp tracking devices now display the correct maximum speed values, enhancing the accuracy of tracking data. (259314)
24.08.03 will be deployed to customers from 27th August 2024 onwards, with the following additions and changes.
🚀 New
Contracts
When exporting contracts, you are able to set the contract type to be exported. (295931)
🐞 Fixed
Templates & Blueprints
The "Send all" functionality now accurately accounts for BST by converting the user's local timezone to UTC, ensuring consistent timing across all regions. (283581)
The "Send all" functionality now correctly respects the contract filter, ensuring that only relevant contracts are included. (299532)
The wording for blueprints for 'Job - Financial Document (Lines)' and 'Job Finance (Lines)' is now accurate on French sites, improving clarity for French-speaking users. (298359)
The option to create statement of account templates in PDF has been removed, streamlining the interface as this functionality has not been developed. (299562)
Jobs
The "Send all" functionality now accurately accounts for BST by converting the user's local timezone to UTC, ensuring consistent timing across all regions. (283581)
The "Send all" functionality now correctly respects the contract filter, ensuring that only relevant contracts are included. (299532)
The wording for blueprints for '*Job - Financial Document (Lines)*' and '*Job Finance (Lines)*' is now accurate on French sites, improving clarity for French-speaking users. (298359)
The option to create statement of account templates in PDF has been removed, streamlining the interface as this functionality has not been developed. (299562)
Alerting
The alert for "has an existing flag alert" now triggers correctly, providing reliable notifications. (297782)
The alert for "Any job of type [X] is scheduled to start in [X] hours" now triggers as expected, ensuring timely alerts. (295902)
Finance
The number of results returned on the financial jobs page for child contacts has been increased, ensuring all valid search results are correctly returned. (286418)
The Certificate of Completion for quote acceptance now displays activities in the correct order, ensuring the proper sequence is shown. (302143)
Dashboards & Reports
The WIP Report now loads data correctly for web users with contact group restrictions, providing accurate and accessible reports. (299142)
The 'Note de paiement' field now correctly displays the note/ticket field on a payment on the invoice instead of the contact name, improving clarity. (299156)
The Financial Document report now displays the correct margin figure, ensuring accurate financial reporting. (289223)
