24.07.02 will be deployed to customers from 25th July 2024 onwards, with the following additions and changes.

🚀 New

Contract

• You can now import contract line items for contracts from jobs with those created periodically to represent the contract total, aggregated per invoice price. (286550 & 286551)

API

• StockItemSave can be used to update custom fields. (297188)

🐞 Fixed

Job Management

• Daily recurrences will now update correctly when changing the date for a single job and applying it to the entire series. (284536)

Alerts

• Resource names can now be included in alerts for jobs with a status of "New." (289997)

• Alerts on unscheduled jobs will now trigger according to their settings without spamming. (291895)

• Users can create alerts for job completion statuses that include ampersands. (295805)

Dashboards & Reports

• The "% of Jobs Not Invoiced" card calculation has been corrected to accurately reflect the metric.(286151)

Financial Documents

• Users are now restricted from consolidating documents of different types, with improved error messaging to guide the process. (286224)

• Synchronisation with Xero will continue through the remaining documents even if one document fails to sync. (296993)

• Notes from quotes will now automatically copy to invoices when created from a quote. (295953)

CRM and Notes

• Importing Excel files with concurrent dates and times will now proceed without errors. (280370)

• Editing notes from the CRM - Notes list view now functions correctly after filtering. (293151)

• An intermittent issue preventing further edits to a note after updating it has been resolved. (252967)

Templates

• The correct Help Centre link is now available in Word templates. (295638)

Map

• Round territories will now function correctly in BigChange after being re-saved by a client. (284596)

Resource Management

• Absence entries are now prevented from having a greater value in the "From" field than in the "To" field. (295271)