Release 24.04.01

24.04.01 will be deployed to customers from 4th April 2024 onwards, with the following changes.


🐞 Fixed

Finance

  • Invoices generated directly from quotes now correctly enforce all mandatory custom fields, ensuring compliance and data integrity (193058).

  • We've streamlined the synchronisation process with Xero; invoices created on devices will now include the default bank account details for seamless integration (275160).

  • The Tax Summary template keywords have been refined to calculate taxes on items with multiple quantities accurately, providing more precise financial insights (276433).

  • Enhancements have been made to the visibility of financial documents. Users with permission to view 'application for payment' documents are now correctly restricted from accessing other financial document types (261035).

Reporting

  • The Job Profitability report has been improved to include data from child contacts when filtered by Parent contact, offering a more comprehensive view of job financials (271071).

  • Work in Progress (WIP) reports now accurately display jobs when filtering based on a specific contact or parent contact, including child contacts, ensuring precise tracking and management (271896).

  • The Timesheet Report V2 has been updated to prevent duplication of durations when multiple absences occur on the same day, enhancing the accuracy of your records (266515).

  • We've refined the Standard Timesheet Report (V1) to remove unnecessary signature and comment boxes, resulting in a cleaner presentation (274414).

Automation, Custom Fields & Data

  • Date formulas within automation are now correctly parsed, enhancing the reliability of automated workflows (259176).

  • An issue that prevented the use of '&' characters when filtering lists by Custom Field values has been addressed, improving the flexibility of data management (269564).

  • Corrected an issue where contact references were missing in job exports for Import/Export blueprints, ensuring comprehensive data export (252868).

Job Scheduling & Map

  • Fixed an error causing the "Resource is absent" message to be inaccurately displayed, enhancing system reliability (260201).

  • Map icons are now correctly grouped on the initial page load, improving the visual representation of geolocated data (260798).

Messaging

  • Messaging improvements have been made; replying to a message will no longer incorrectly prepend "Re:" to the subject line, maintaining clarity in communication threads (259878).

  • When performing a 'Send All' operation in the schedule list view with 'Job Site' filtering applied, emails will now only be sent to the relevant contacts, ensuring targeted communication (268507).