New timesheet options to add ‘morning break’, ‘lunch break’ and ‘afternoon break’s New tags “morning break”, “lunch break” and “afternoon break” are added to the list of timesheet tags. Display lost and closed clients information in the sales overview report For those with Branch Owner login, within the sales overview report, users can now […]
Timesheet add/edit entry, cannot change the date (Bug fix) When adding timesheet entry, some users were not able to change the date. This bug is now fixed.
Calendar icon – ‘WON’ client (bug fix) Calendar icon placement is fixed. Downloaded stage claim receipts not showing as PDF (bug fix) Receipts are now downloaded as PDF’s
Signed contract value for a “WON” opportunity (update) When changing an opportunity to “Won”, you’ll be prompted to enter a signed contract value and date. Stage claim variation double ups (bug fix) Cannot create multiple variations with one submit button anymore. UI in stage claim (bug fix) UI bug is fixed in stage claims within […]
Set permissions when adding/editing folder While adding or editing a new file folder, branch users can now set view and/or access permissions. Determining who can view and access the folder. Folder templates saved Once a file folder is added; with permissions, it can be saved as a template. This saved folder template can be loaded […]
Remove contractors on mobile (bug fix) “Remove contractor” Bug fix. All branch owners can now remove contractors on all browsers and mobile devices. Validation while adding task duration (bug fix) Bug fix when adding task duration as a “half day”, whole day validation alert.
Customised export templates in Clients and Site/Build Tabs Users can now save their custom export selection under the Clients and Site/Build Tabs as a template. New tab “Templates” is now displayed under Clients, where all the saved templates can be viewed. Before exporting as CSV, custom criteria can be saved as a template. Templates can be […]
New Custom Sales Report There are 2 new sales report tabs (Sales Overview and Invoice Overview) available to branch owners via Sales Reports in their User Profile dropdown menu The Sales Overview report, is an opportunity cascade report with date range picker. This report displays all the client projects that have had updated opportunities in […]
Login time-out fix on desktop and mobile browsers Users NOW have more control over our automatic log out security feature When users log in and select “Remember me”, they will remain logged in for up to 4 weeks When users log in without selecting “Remember me”, they will remain logged in for the normal time […]
LBP document expiry date Branch users can now track the expiry date of the LBP documents uploaded by the contractors. A flag will be displayed on the contractor’s list page alerting user that one or more contractor files have expired. The expiry date is displayed in red. The LBP expiry date column has been added to […]