Release 25.03.01

25.03.01 will be deployed to customers from 11th March 2025 onwards, with the following additions and changes.


๐Ÿ”„ Changed

  • Planned duration has been added to the job performance dashboard for a comprehensive view of high-performing resources (328149).


๐Ÿž Fixed

Finance

  • Xero users can now successfully sync purchase orders after improvements to how validation errors are stored. (315848)

  • A Contact Name column has been added to blueprint export options for ad-hoc contracts and contracts based on job values. (316414)

  • The Booking Site option is no longer displayed when creating a financial document at the group job level, as this functionality is not supported. (317204)

  • Contracts configured to generate line items representing the total value per invoice now correctly account for quantity in calculations. (317532)

  • Invoices generated from a contract with '--Default Template--' set in the invoice settings no longer require a manual re-save to generate a PDF. (311415)

  • An issue causing sporadic admin errors when opening financial documents has been resolved by capitalising certain parameters and removing case sensitivity. (313565)

  • Xero exports (with expanded lines) are now correctly ordered by invoice creation date. (314054)

  • Deleted predefined invoice items no longer cause issues when generating PDFs. (317778)

  • Line item descriptions on invoices generated from contracts now correctly use the contract contact when this behaviour is enabled. (327385)

Fleet

  • Users can now convert old-style vehicle checklists to the newer worksheet format without encountering errors. (331823)

Resource Management

  • Users with 'View Own Timesheet Activities' permission can now see their own timesheet activities. If they also have 'Edit Timesheet Activities', they can edit only their own activities. To view and edit all timesheet activities, both 'Edit Timesheet Activities' and 'View All Timesheet Activities' must be selected. (323611)

CRM

  • CRM searches now correctly return results for contacts that include the & character. (326319)

Booking Site

  • When a booking is made for a job type where 'Force user to enter order number' is enabled, the order number (reference) field is now mandatory. (312204)

Alerts

  • The 'Scheduled' status alert now functions correctly on the job originatorโ€™s site for jobs sent via the network. (330359)

  • Alerts are now accurately recorded in the "Alerts Raised" list on the date they were sent, with the correct date displayed in the Date column. (317659)

Reports

  • The Timesheet v2 report now consistently displays data whether filtered for a single resource or all resources. (330112)

  • The Timesheet v2 report no longer includes blank pages at the beginning when filtered by a specific resource group. (327839)