It is now possible to assign client's name from the Contacts Database (Tab) to the quote. When going to the Clients Profile in the system, a list of Project Quotes assigned to that customer is available on the left hand side menu (Contacts-> Client -> Quotes) 

We have added a new functionality called Forms. Designing the forms is quite flexible and they can be added in different places in the system. 

SAMPLE FORM 

RESPONSES LIST WITH APPROVAL STAGE

FORM WITH RESPONSES AND APPROVAL PROCESS

Scheduler is a new tool that helps you with managing tasks and events for projects and employees in a more flexible way. 

Assign your employees to the tasks under Projects->Schedule and get the high-level overview on the Scheduler Level. 

See the gaps and make readjustments. You can zoom in and out, select the date range or filter out projects. 

New input type has been added to the system. It's now possible to add a field to contain data in date format. It can be added to project details, as an additional quote or PO field, contacts etc.

Project Details View:

We have added a new type of Project Widget: Map that displays projects on the map based on the provided addresses in the Project Details,

To add the widget create a new dashboard or go to the dashboard where you want the widget to be located.

Click on the pencil icon in the bottom right corner and add widget.

Select Project Widgets -> Project Map

Specify the criteria for the projects that should be displayed and choose the style of the map.

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