Sort function link to milestone
- Date range filter is now added which enables user to export results in desired date range.
- Can search within few key tasks by date range.
- By default, all key tasks are checked.
Client search update
- User can now search with job number, lot number, project manager, client name and address by entering in global search box.
- Can also search with the project status.
Export to CSV with search values update
- Exports CSV with only the search values.
Stage Claim tab changes
- Stage claim “Paid” has been renamed as “Due”.
- “Paid Invoice” pop up has been renamed as “Invoice payment”.
- “Stage Claim paid Invoice” has been renamed as “Stage Claim Invoice payment”.
Ability to issue receipts
- Once a stage claim is “Paid”, a PDF receipt is generated in both branch login and client portal – if permission for the client to view stage claims has been granted.
Move checklist update
- User can now reorder new checklists by moving them either up or down.