25.06.01 will be deployed to customers from 3rd June 2025 onwards, with the following additions and changes.

🔄 Changed

• New 'Top Performers' chart added to the Sales Opps Dashboard – See top and bottom performing Owners, Contacts, and Parent Contacts in one place. Easily sort by value or count, and click to drill into the detail. Simplified insights, faster decisions – We've replaced four charts with a single, smarter view to help you spot what’s working and where to focus your attention. Global filters apply automatically. (337861)

• New 'Top Performers' chart added to the Finance Dashboard – View invoice performance by Web Users, Contacts, or Parent Contacts in one place. Sort by sent or created values, and click through for deeper analysis. Clearer invoice insights – We've replaced two charts with a single, interactive view to help you quickly spot what's going well and where action's needed. Global filters apply automatically. (337921)

🐞 Fixed

Reporting

• The Odometer Report now runs smoothly with filters applied, eliminating previous errors for a more reliable reporting experience. (335547)

• Filters on the Timesheet V2 Report now function correctly, ensuring accurate and relevant data is returned. (337927, 338261)

Financial

• Access controls have been improved—users without permission to view sales opportunities can no longer access them via jobs, maintaining data privacy and compliance. (335975)

• The ‘Acceptance Capture & Receipt’ feature now behaves consistently, whether accessed via email link or PDF, improving the user experience. (336450)

• Users can now manage Purchase Order attachment visibility even when Xero Integration is configured to sync POs automatically, giving more control over shared documents. (337532)

• Attachments are now preserved when saving invoices—fixing an issue where files with matching invoice references, including job cards, were mistakenly deleted. (338479)

• Purchase Orders are now reset to "not requiring approval" if the purchase limit is adjusted below the approver’s threshold, ensuring smoother approvals. (338015)

• When using the ‘Create a single invoice using all lines from each job (detailed)’ option for consolidated invoices, the original line item types are now correctly retained. (336432)

Jobs

• Worksheet answers are now displayed correctly on the JobCard, ensuring accurate job documentation. (314067)

• Removing a network connection from a job no longer causes admin errors when accessing attachments, improving stability. (337112)