Additions to the Cost Category breakdown:

1. The breakdown now shows items from all quotes, not just approved, that is why we show the quote status on the left.
2. We show all prices as NET values
3. We show how much has been PO’ed for this item.
4. We show how much has been purchase-invoiced for this item.
5. PO and Invoiced colours change if they are higher than the item cost (showing overspend)

This feature is good for tracking what has already been purchased against all quotes.

The new instructions on reseting the passwords is now available in the Support Knowledge Base. Follow THIS LINK to read the article.

The Xero integration status report has been added to the system. To see the report go to Settings & Preferences -> Integrations -> Settings (button) -> Integration Status.

If an error occurs during the transfer you will see a message in red in the Status column.

1. Invoice and invoice items now have custom inputs. In order to actually see them you must use Invoice’s advanced view by going to View -> Advanced View

2. Quotes now have a list of Purchase Orders associated (If you have access)

3. Quotes now have a list of Tenders associated (If you have access)

4. Tenders now have a list of Purchase Orders associated (If you have access)

Making amendments on POs is now possible. Go to an approved PO, then in the mid-menu section you'll find the Amendments list.

To create an amendment, click on File -> Create Amendment

The Xero integration issue has been fixed.

1. WIP reports now have totals at the bottom.

2. When you edit a business contact, you will notice more settings like default nominal code, purchase order terms etc. These are automatically applied when you select this contact on an invoice or PO.

3. You can now export POs into CSV.

1. Financial dashboard now shows gross profit.

2. Slightly improved formatting on purchase orders.

3. Quotes with only sections displayed also show descriptions.

4. Slightly improved rendering of quotes with too much white space.

5. Added Creditors and Debtors PDF report.

6. Added “Last Quarter” to comparison for dashboard invoice widgets.

7. Quote sections now display purchase order and invoice value as monetary fields not just an icon if there is one. If there is no PO or invoice, it shows just grey icon.

8. On purchase invoices, added possibility to link to an existing purchase order. (Financials -> Allocate against a PO)

9. On Project files (and anywhere else with the same interface) the description now shows below the file/folder. Also made the interface for changing file name more visible.

Archdesk can now automatically create a project expense record on either progressing the PO from draft or completing the PO.

In order to enable this functionality please go to Settings & Preferences -> Financials -> Purchasing -> Purchase Order Automated Project Expenses

Ability to force the system to hide total prices for each item on a public view of a quote.

Made the optional items stand out more from the rest.