Four new project workflow actions added allowing you to progress a project stage on form submission, eg. complete a project stage automatically after submitting a form. You can now complete, cancel, skip or progress a project stage based on form submission.
Sales Credit Notes(Net & Gross) column added to the ‘Project List’ widget allowing you to easily see the total sales credit notes.
When creating a project with a different currency(eg. $) then the system default currency, the quotation created within that project will by default have the same currency($).
Project Reference number added to Purchase Order when downloaded to a PDF.
New column “Net Cost” added to the expenses view, allowing you to see both the gross and net value.
Improvement made to the Purchase Order, Amendments and Valuations to indicate to a user that an approval process is pending and the user should wait for the outcome of the approval process. A Pulsating stage has been added to inform the user that the system is working on the request. This is to avoid the same action being triggered multiple times.
Create a dashboard presenting all the contact information in an organised way across the whole business. This can be created for 3 types of contact:
For each contact type, you can display custom views that will ensure transparency of the presented contact data, inc. the custom size or position of individual widgets. Archdesk also allows you to define different dashboards for each type of contact or customise this view based on other criteria.
Additional access rights controllers allow presenting specific dashboards with selected departments/ clients.
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.
