23.07.1 is a point release and includes the following changes and fixes.
Users will see these changes added to their system from 11th October onwards.
🔄 Changed
Filters for currency are available on quotes, sales opportunities and invoice dashboards. (243933)
🐞 Fixed
An error is no longer returned when importing updated cost and selling prices of predefined invoice items. (246026)
Line items correctly pull through to the job when the rating table is triggered by a 'greater than decimal' branching on a whole number worksheet question. (188016)
Rating table line item descriptions are correctly displayed without stripping spaces. (210913)
Font sizes are honoured in the word template expression formula containing < or >. (225861)
Template correctly named when created from automatic document sending. (230345)
The quote acceptance link correctly expires after the quote is cancelled. (231611)
Automation correctly runs when a picture question is used as a trigger filter. (231929)
The loading screen no longer 'hangs' when matching contacts for network jobs. (243640)
Job types in automation can be changed without error. (243853)
Job imports for contacts that contain text contact group custom fields with mandatory and default values are correctly imported. (243936)
Job profitability correctly displayed on job profitability dashboards (246457)
23.07 is a major release that includes a large number of additions, particularly around finance functionality in addition to some changes and bug fixes.
Users will see these changes added to their system from 27th onwards.
🚀 New
Streamlined Job Finance Exports with New BluePrint Functionality
Your data, your way! Introducing customisable blueprint exports to streamline your financial workflows.
Within the Job Finance List, we've supercharged the export functionality. Now, not only can you filter and export job finance details seamlessly, but you can also customise the format by integrating our extremely popular blueprint feature. This means you get to decide exactly what data you want and how it's presented.
Perfect for re-importing easily into a 3rd party system!
Here's what's new:
BluePrint Creation: System admins can now craft a BluePrint, a custom template for exporting data. This includes a rich selection of Job and Finance Data fields, ensuring you capture every essential detail.
Enhanced Export Options: The finance team can now export both jobs and their associated lines directly from the Job Finance List. Whether you're focusing on sales lines, cost lines, or both, the blueprint you've created will generate the data just the way you want it.
Renaming for Clarity: To make things even clearer, we've renamed existing exports to 'Job - Financial Document' and 'Job - Finance Document (Lines)'.
Say goodbye to rigid exports and hello to flexibility and precision. Tailor your data exports to perfection with our integrated blueprint functionality.
Unlocking Full Purchase Order Edit Capabilities Post-Xero Sync
Sync with Xero? Now, reshape your POs with newfound editing freedom!
We're thrilled to introduce a feature that many of our Xero users have been waiting for. Now, if you've synced your Purchase Orders (POs) with Xero, you're no longer restricted in your editing. Here's what's new:
Full Line Item Editing: Change descriptions, codes, quantities, and tax codes with ease.
Add or Remove Line Items: As long as one line item remains, you're free to adjust as needed.
Locked Fields for Integrity: While you have more editing freedom, essential fields like the PO reference number, supplier, and contact remain locked to ensure data consistency.
Who is this for?
If you're a Xero user with PO syncing already set up, you're good to go! Dive in and enjoy these enhanced capabilities. If you use Xero but haven't set up PO syncing, drop us an email at [email protected], and we'll help you configure it.
What about Sage users?
Stay tuned! We're actively working on bringing similar functionalities to our Sage integration.
Other Additions
Template creators can now add payment-related keywords when crafting receipt templates, enhancing the ability to send payment receipt emails or documents to customers. This includes a new "Payments" keyword that functions similarly to the "Line items" keyword, offering a detailed list of payments. (200693)
The auto document sending functionality has been updated to include an 'On the way Status' option in the "send when job is" dropdown. (227483)
Administrators can now add specific worksheet answers to their group job card in the Word add-in template builder for all jobs in the group. This enhancement allows for the inclusion of basic information captured by engineers for all visits as part of the group job in one job card. The feature also supports searchable worksheet questions and adheres to set filters, ensuring only relevant worksheet answers are displayed. (230059 & 239510)
Financial Clerks have a new option to attach the Job Finance or Job Finance Lines export directly to Financial Documents, streamlining the process of sending invoices with their corresponding backing sheets. (237402)
Web Service Integrators can now call the ContactListByEmailAddress API to extract details of Contacts by Email Address. When specific flags are set to true, the API response will include custom fields and Flags associated with the Contact Persons, providing a richer data set. (237658)
🔄 Changed
Automations now display a status column clearly detailing when it is paused. (238595)
🐞 Fixed
Jobs that are completed, and completed with issues appear in group job overview total. (239399)
Web users with job category restrictions are only able to see jobs within the group for which they have access to. (237382)
Schedule list 'select all count' is now correct. (229120)
Resource constraints no longer ignored by schedule all function. (240323)
Users are no longer able to duplicate a financial document into a financially complete group job. (238107)
Web users with restrictions on viewing certain vehicles are only shown defects for the vehicles they have access to. (239326)
Vehicle defects 'date created' is no longer updated when defects are updated. (170145)
Web users without editing rights on notes are no longer able to add progress or dialogue comments. (204337)
Blueprints with similar names no longer appear when searching in administration. (244022)
Worksheets are correctly displayed on both online editor and word template job cards. (240756)
Group Job Status keyword is correctly displayed on templates. (224220)
Online editor loads correctly where keywords are copied into templates. (223205)
Double clicking save will only create a single stock movement. (231328)
Updated message is presented to the user when trying to view a stock item or add a stock item against a PO which has been deleted via administration. (208660 & 135052)
Stock items on PO's for a DRC enabled contact are correctly added to the stock planned tab. (194828)
Booking site columns are correctly displayed based on selections made. (204388)
Workflow default answer is correctly displayed on booking site. (194906)
Job types with default category of 'Uncategorised' no longer shows as blank on refresh. (233579)
Job group templates correctly import. (22373)
Data correctly cleared when changing worksheet question type. (145555)
Alerts correctly triggered when a job is reassigned to a different resource. (224558)
Release 23.06 is the sixth major release of the year.
Users will see these changes added to their system from 30th August onwards.
🚀 New
Seamless Bulk Invoicing
Bulk invoicing is here!
Create invoices against multiple jobs in a matter of clicks and reduce your end of month invoice run dramatically!
Within the financial documents area of BigChange, a new jobs list shows the jobs for which invoices can be created for. Filters can be applied for contacts, specific date ranges, and job types or statuses.
Specific jobs, or all on the page can be selected, and one of three types of consolidation can be chosen.
No more creating invoices, then merging. Save time, and work more efficiently by creating consolidated invoices in a matter of moments.
Change Route Start/End Locations In Route Optimiser
Do you want to use the route optimiser but need the capability to manually adjust the start and end location to take into account those who travel away from home, or who have ad-hoc starting locations each day?
Well now you can.
Manually adjust the start and end locations with ease!
Access the route optimiser just as you would previously, only now you’ll see icons that allow you to make the changes needed.
You can choose from a contact saved in your CRM, an address using Google, or a What3Words location.
It's now even easier to use the route optimiser and be part of the customer base who have already saved thousands of pounds a year in reduced costs.
If you’re not using the route optimiser and want to learn more, click here.
Other Additions
Create your own job finance export blueprints - perfect for importing financial data into financial packages where automatic integration is not yet available. (178073)
Create custom group job JobCards with ease by applying the new Group job - job details keyword. Select the columns you want, plus filter down the results. Perfect (for example) creating group JobCards where you only want the first and last job showing. (229975)
🔄 Changed
A role action has been added to allow resources to edit custom fields. This behaviour was previously linked to the restriction 'Create and edit contacts' and has been separated to allow greater control. Please note that it will still require the setting 'field editable by resources' to be enabled in order to edit custom fields. (209395)
🐞 Fixed
Alerts for 'Any Resource in a group, stays without job on the way or started' triggers correctly. (142445)
Icon's used in formulas within a word template are sized correctly. (149112)
All jobs correctly load on the schedule without requiring the page to be refreshed manually. (201539)
Automations correctly trigger when the order number is taken from a job and used to add stock from the back of a job import. (211296)
Timezones are correctly taken into account when displaying recurrence warning banners. (215448)
When creating a purchase order, the date of the Purchase Order is retained if set. (221277)
Jobs with an invoice marked as sent correctly display in the job list view. (221835)
Users without the permission 'editing of financially complete flag' can continue to save office notes without permissions error. (225863)
Users can enter a default custom field answer that contains a / without an error being thrown. (227315)
Stock items are correctly displayed in the list view when set to 10 items. (228957)
Users are able to save Purchase Orders that includes job type rates without an error being displayed. (229639)
Sales Opportunity keywords are correctly displayed on JobCards. (230667)
Update Job Automation no longer removes secondary contact persons which are added to the job. (231458)
WebUsers with the role of 'Manager' are no longer presented with a 'rights error' when marking the job financially complete. (232472)
An error is no longer returned when viewing the Timesheet Reconciliation Report. (236869)
23.05.2 is a point release and includes the following fixes. Users will see these changes added to their system from 7th August onwards.
🐞 Fixed
When updating a job in a series to alert the contact when a resource is on the way to a job, changes made if applied to the series will be correctly saved. (197511)
An error is no longer displayed when deleting multiple financial lines from a group job. (208018)
Payment terms are correctly applied when raising a financial document from CRM. (224499)
The correct text is inserted when consolidating invoices and the Job Reference keyword is selected. (224953)
Non-Default Worksheets no longer appear on jobs incorrectly. (230992)
The correct job category is displayed when creating a job. (231153)
Cost/Sales price is no longer duplicated on the job profitability dashboard. (233525)
23.05.1 is a point release and includes the following fixes. Users will see these changes added to their system from 24th July onwards.
🐞 Fixed
Users can add a group recurrence to a completed job within a group. (184352)
Users who have their language set to French will have contract keywords correctly replaced when generating invoices. (205000)
Inoperable options displayed on the map view from the schedule have been removed. (217318)
Sent All UI has been updated to state when a filter has been applied clearly. (221648)
Rating table line items correctly show dates where the description contains the column value keyword related to a date. (222488)
mailto: links function correctly in newly created knowledgebase articles. (225207)
Parent contact correctly displays (where populated) on the Job Group Financials report. (225648)
An error is no longer displayed when users try to view historic jobs on a contact via the JobWatch app, which contains a worksheet question that has since been deleted. (227739)
All tracking points received from the tracker are correctly displayed on the map. (229612)
Users will see these changes added to their system from 11th July onwards.
🚀 New
Group Job Overview
Easily compare planned vs actual time on job, travel, and costs of the group job.
Clearly see what is ready to be invoiced.
Job data, in your hands, at the push of a button.
Do you want to easily compare what you thought would happen on a group job, with what is actually happening? Now you can, with the group job overview.
Multiple widgets show the job progression and financial progression within the job itself, no more running reports!
For more information, check out our help centre.
Other Additions
Users are now able to edit the date and time for group job completion and financially completed statuses. (213167)
Shift start and end location options have been updated. There are now 3 clear options to choose from for the end location: (224984)
None (i.e. no end location must be travelled to after jobs have been completed).
Next shift start location.
Current shift start location.
The display of jobs in the map will be updated to reflect the end location selected (222081)
New template keywords have been added to the financial description text that is set up against the templates section on job types. (162375)
🔄 Changed
Users can no longer create a job within a group that has been financially complete, preventing operations from creating a new job in a group that is likely to have already been invoiced. (152105)
A role action has been added to allow resources to edit custom fields. This behaviour was previously linked to the restriction 'Create and edit contacts' and has been separated to allow greater control. Please note that it will still require the setting 'field editable by resources' to be enabled in order to edit custom fields. (209395)
🐞 Fixed
Archived worksheets no longer appear in the live worksheets list. (210022)
Selecting the contract icon now correctly displays the contact for users who sync invoices with Sage. (169282)
The full name of the recurrence pattern is displayed to the user when selecting invoice periods. (207881)
Substring formula function behaviour to find a space is consistent across automation types. (222511)
An admin error no longer displays when a worksheet question with conditional branching for 'show question' is duplicated. (201138)
When send all is used, all contacts with an email address are correctly added to the email field. (222719)
Jobs created by API use the correct default message for an alert attached to the job type. (220062)
Landscape images are no longer displayed upside down once added to a job. (217912)
Non-functioning 'nearest resources' and 'who was there' buttons have been removed from the schedule page. (217318)
Users who import contract information to update existing contracts will no longer receive a blank invoicing period. In addition, the department code field name will not duplicate. (217291)
Group jobs created on the back of a financial document linked to a sales opportunity are also created against the sales opportunity. (171384)
Job imports no longer fail due to changes in the custom field type. (223382)
Users are able to correctly attach a job card to a job, even if the job reference contains a special character. (189903)
Jobs created using JobWatch automation no longer remove assistants. (213798)
The pie chart correctly includes idling on vehicle journey. (220367)
Resource working hours report correctly renders when negative numbers are displayed. (221021)
All questions are displayed on custom word templates after a certain period has been reached within the document. (222502)
The scheduling assistant correctly advises when jobs should 'not be planned at this time'. (217687)
Unicode value in the order number no longer prevents the export of jobs in XLSX format. (215104)
Fix to send all function which correctly displays the processing screen, and the summary email correctly states the number of recipients. (221648)
Correct wording on quote links where the quote has been emailed more than once. (217133)
Release 23.04.2 is a point release, and includes a new dashboard and a handful of fixes.
Users will see these changes added to their system from 30th June onwards.
🚀 New
Job Profitability Dashboard
Instantly monitor key financial metrics, such as costs, revenue, profit and margin % for all individual jobs that are financially complete.
Boost profitability by being able to visualise key financial metrics at a glance with our job profitability dashboard.
Drill down into key metrics such as cost by job type, the amount invoiced by job type, cost by contact, profit by contact, cost by resource and so much more!
🐞 Fixed
When recurrences are added against stock/equipment items, the correct tooltip is displayed to users. (150010)
When previewing a custom JobCard preview, all information from the worksheets is correctly displayed. (153736)
Exporting the job list respects applying the 'financially complete/incomplete' filters. (179949)
Any job with a deleted resource will no longer cause an error to be displayed upon saving. (185685)
The order of worksheets is retained as alphanumeric when assigned to job types. (187782)
An error is no longer shown when attempting to create a territory in a non-English language. (192164)
Stock items on the map are consistently displayed when users zoom in and out. (192466)
Users saving a predefined invoicing item within a set that includes a comma, or a pipe symbol in the name, are no longer presented with an error. (201059 & 211310)
If a quote has a template that is no longer available (due to it being deleted) assigned to it, and the quote is duplicated, the default template set against quotes in administration is used. (202198)
Deleting job types within an occurrence in job group templates is displayed to the user without needing to refresh the page. (213883)
Template keywords for contact person populate the person selected in the sales opportunity, for financial documents created against it. (214286)
Back office staff are able to set hours and minutes for absences that apply to all staff, this mirrors the behaviour for booking an individual resource. (217765)
The defect type is correctly displayed when viewing vehicle defects. (218674)
When users change financial lines, they are prompted to save these before marking jobs as complete via the back office. (220168)
An admin error is no longer displayed when a back-office user attempts to email and manually adds an attachment, from a notecard from a note attached to a resource. (221221)
A vehicle check correctly sends if a web user removes a worksheet from the vehicle whilst a check is in progress. (210017)
Quote accepted activity is correctly displayed if the quote is generated at the group job level. (216964)
Users will see these changes added to their system from 6th June onwards.
🚀 New
Simplify VAT and Nominal Code Allocation For Expenses in Seconds
Expenses added to jobs appear as line items. The process of allocating VAT and Nominal codes to them has previously been manual. No more!
Setup and configuration of this new feature couldn’t be easier, and prevents invoices that are synced with financial packages from failing due to missing information.
Once setup is complete, any expense item added to the job will continue to have the line item created automatically, however the nominal code and VAT code will be pre-populated, no longer requiring manual intervention.
🔄 Changed
To comply with financial best practices, creating a financial document on jobs marked as 'Financially complete' is no longer possible. (217330)
🐞 Fixed
The correct job start time for job group templates is used, which considers changes for BST. (145643)
Landscape images are correctly displayed when using jobPhotos keyword. (147080)
The custom field is removed from view when switching to a 'favourite view' without it. (154107)
The financial documents table correctly displays all content when a large number of columns are selected. (169608)
PDF pages generated correctly match the number of contact persons selected. (176401)
Web users can duplicate job types without an error being thrown if they can administrate the schedule section. (187334)
Alerts for sales opportunities trigger correctly when criteria have been met. (200579)
The primary person selected for the job is correctly included in the jobs export. (202410)
Purchase orders created with a value of £0.00 will retain this value when saved and re-opened. (206813)
Sales opportunity probabilities text is correctly displayed in French when adding new probability. (208030)
The search function for vehicle check worksheets functions correctly. (208072)
Vehicle odometer values are no longer affected by vehicle imports not containing new readings. (213919)
Worksheet answer times returned are in the users’ timezone, not UTC (213770)
Blank columns within blueprints are retained in XLSX exports. (214215)
Column mappings on contracts export are as defined for contract exports. (214305)
The primary person on blueprints export is the correct primary person, not the oldest contact person. (214353)
Job automation takes into account Job Duration filters applied. (214912)
When exporting data using a blueprint that contains a custom field that has been deleted, contents after the deleted custom field are retained. (216558)
Users without the proper role can no longer email statements of accounts. (206763)
Recurrence settings are correctly exported on jobs export. (214213)
Financially complete, and financially incomplete show correctly on the customer activity column within jobs export. (215329)
