25.04.01 will be deployed to customers from 8th April 2025 onwards, with the following additions and changes.

🔄 Changed

Dashboards

Job Financial Dashboard: Added help text to improve clarity around the data displayed and its calculation. (330219)
Quotes Dashboard: Now clearly shows which job types, customers, and team members generate the most quotes and value — supporting trend analysis, resource allocation, and better decision-making. (322322)
Quotes Overview Dashboard: Now includes helper text for each widget, making it easier to understand the data presented.
Resource Utilisation Dashboard: Updated to align visually and functionally with other dashboards, providing a more consistent user experience. (297260)

Financial Document Report: Now includes the Series column for purchase orders, where applicable. (319299)

Scheduled reports now function correctly regardless of the timezone settings of the user who created the schedule. (324337)
Reports scheduled at 23:00 are no longer received twice. (326051)
Financial Document Report:
- Filtering by resource now correctly displays only invoices for jobs assigned to that resource. (333923)
- Filtering by job type now returns the correct jobs. (334119)

When a job status is updated by an unlinked web user, the correct owner and ID are retained for accurate reporting. (327906)

Contact-specific files are now displayed correctly when multiple versions are available. (321605)

Custom field data is now correctly shown when adding stock items to a job. (321510)
System list values now appear correctly on the contact overview, instead of displaying as raw JSON. (312713)

Conditional formulas within templates now correctly interpret numbers with three or more decimal places. (326383)

ReportDriverPerformance has been updated to ensure calculation logic matches the data shown in the corresponding report. (328839)