We have some exciting news! You ask, we deliver!

We blocked the possibility to edit Round Start Date and Round End Date within tender details if at least one offer is saved. If offer is saved, it is not allowed to set back End Date and not allowed to change Start Date.

Now run back to Archdesk and try this option out - let us know what you think of it by reaching out to support@archdesk.com 

Hey! 

We've been super busy over the last few weeks, and we're excited to share our update in regards to the Xero Integration! 🎉

We've released new feature called Disconnect Option⚡️. This feature allows you to deactivate the connection from Xero with just a few clicks!

How can I deactivate Xero?

As an Admin you can go to Settings & Preferences > Integrations > Xero > Settings > Disconnect from Xero. 

🚀 Stay tuned for more big news! 

Hey, Archdesk world!

We are happy to announce to you our New adjustment of the Xero Integration. 

You can only select ACTIVE Xero Tax Rates from the drop-down. Pending TAX (from Xero) are not displayed on the screen dedicated to mapping taxes.

Xero remark:
Please make sure that you're only retrieving (and allowing), users to select ACTIVE Xero TaxRates. In your drop down, you're displaying some PENDING TaxRates.

Hey there,

We have some awesome news! We changed logic for exporting inputs from purchase order info valuation template. The change concerns only the Valuation template (not the individual Valuation template). Inside the Valuation template there should be specified only custom inputs that are assigned to the Valuation (Purchase Order custom inputs are not allowed).

When exporting the Valuation template, the system checks if there is the same custom input (the same name and type) in the PO settings. If yes, value is taken from Purchase Order object. If there is default value for valuation input, it is overwritten by value copied from Purchase Order.

We also modified the logic for setting if Custom Inputs should be exported inside the Valuation template:
-   default template (template without file attached) -> if you don't want to export any custom inputs, add "custom_inputs": []"; if it is not added 7 inputs are exported by default (as currently)
-   custom template (template with file attached) -> if you don't want to export any custom inputs, don't specify "custom_inputs" in template settings

Be the first to learn about our new features, by accesing often our ChangeLog! 

Hey, Archdesk world!

We are happy to announce to you our new feature: the possibility to configure custom
inputs on amendment item level. Fresh from the oven!

Where can you find and turn on this setting?

Now Admins can configure PO Amendment item inputs by following this path:
Settings & Preferences > Financials > Inputs > Purchase order amendment item
inputs.

Thanks to that a user can see in PO Amendments a new column showing custom item inputs data.
Project > PO > Amendments > Preview

The admin can include Amendments item inputs in import templates. Settings > template > Amendments > Import template > choose a file with a new column that shows data for item inputs

And then a user can import Amendments excel with item input values.

Also, a user can export valuation excel with input values
Settings > template > Amendments > Excel templates.

Users can view item inputs on the PO level after Amendments acceptance and items copied to PO.

We have some exciting news! A new improvement of Schedule Excel Import/Export has been officially launched.

You ask, we deliver! Now you had been asking for a unified Schedule Import/Export option. Our team has been hard at work to deliver that to you, so here are the changes:

What has been changed: 

For the Import template:

• We have added the “Notes” column so you can bulk-add data for each task. Before, such data could not have been uploaded
• Start date/End date - there are now date time columns
• Support Start date/End as calculated data based on excel formulas. Ex. The Task end date is based on the calculation: Start date + number of days. Currently, the import does not recognize the value of the calculation which blocks the correct import
• Tasks & subtasks are imported together

For the Export template:

• Align export format with import --> column order, column names (Start date/End date as date time columns instead of date and time), format

• Include in export data available in the Schedule: Spend, Progress, Notes column

  
  What to do now?

• Make sure you update your old Schedule templates to match the new Archdesk ones.
  
• From now on, when you need to change bulk the details of your Schedule of work, all you need to do is go to the Project > Schedule > Export arrow > Project Schedule Excel. Then open the file and make the necessary changes, go back to Archdesk and bulk upload the data. Changes will be instant! 
  
• Run back to Archdesk and try the new Schedule Excel Import/Export immediately! Your feedback is important to us so don't hesitate to contact us at support@archdesk.com

Hey, Archdesk world!

We are happy to announce to you our new improvements for the Timesheets. Now you will get on-screen prompts that the process is occurring and a warning that it may take several minutes to complete if there is a large number of entries being processed.

Example Nb 1:
When you are uploading timesheets, there will be on-screen updates as to the progress of the import process:

or a warning that it may take a few minutes to complete the whole process if a large import is occurring.

Example Nb 2:
For imports that don't go to the background in the right corner information that import is finished importing data.

Just go to Schedule > Timesheet and give that a go today!

Hey there,

We have some awesome news! Archdesk masterminds have added a new setting: checkbox 'Public' with default value 'true' in the Form configuration. Only public widgets are visible by an external link and are visible in the Form Submission e-mail.

This new feature provides an opportunity to calculate scoring based on answers from Forms and save the results in the system. This will enable customers to automate decision-making in various processes.

We also added new workflow actions:
1.  *Calculate Form Input* - it is available for Forms events. It allows setting expressions for scoring calculations based on choice, number and financial widgets. If you want to create calculations based on some form of a widget, you need to use a widget ID. You also need to indicate the ID of the target widget (the field that stores the scoring calculation results). Widget IDs are visible in the form configuration.

2. *Copy Form Input Onto Businesses Contact Details* and *Copy Form Input Onto Individuals Contact Details* - they are available for contact Form events. They allow copying value from the Form widget into contact input.

For more information about this new feature, please contact support@archdesk.com 

Hey, Archdesk world!

We are happy to announce to you our new Feature enhancement in regard to Cost Categories and Timesheets. We added a new setting to control what cost category is used for timesheet and expense-based tasks and assigned to task employees.

Where can you find and turn on this setting?

The new setting is under Settings & Preferences > Employees > Employee Settings > "Use Employee cost category as default" and can be accessed only by Admins.

By default, this setting is disabled and the task cost category is taken. If the setting is enabled it will overwrite scheduled tasks and categories with the employee cost category in timesheet data.

If you do not have that option, please reach out to your Champion or our Support Team: support@archdesk.com 

Hey, Archdesk world!

We are happy to announce to you our new Scheduler feature. Now it is easier to Create a Project Task with our fresh warning actions from the oven.

In case necessary data is left out, you will receive a warning that you must select the much-needed data - in the case above, you would have to select the Project, Programme of Works and Title for the scheduled task you wish to save. 

Just go to the Scheduler and give that a spin today.