Release 24.08.01
timestamp1722441600000
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)
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