We have refreshed the design of the quote details and section details. Custom inputs are now grouped according to custom input configuration. 

In addition:

We also added new system information displayed per section: Total Section Cost and Total Section Price (calculated from items assigned to the section).

We added the functionality of quote templates containing information about sections (their references and names), custom inputs used in specific sections and items added to quotes within sections.

We added the possibility of in-line editing for Quote items. Making the changes is faster and more efficient than ever before.

The improvements include:

• Possibility to make changes in a batch
• Possibility to change system or custom item inputs
• Possibility to assign Budget or Dimension to items
• Possibility to modify item’s Mark Up or ‘Is public?’ flag

When editing items, the system displays the calculator icon for Net Cost and Net Offer until saved, as those values are calculated based on Quantity and Unit Net Cost / Unit Net Offer in the background.

We are excited to introduce the BETA version of Time Sheets Pro. Please keep in mind that the beta version contains most of the major features, but is not yet entirely complete. 

Time Sheets Pro will be released as a new page under the Schedule module. During the beta phase, users will be able to access both the existing Time Sheet module and Time Sheets Pro, viewing and editing the same tasks on both.

New functionalities and improvements include:

• Quick timesheets reporting - users can select only the Start Date and Spent Time
• Timesheet table view - each timesheet record is now a separate row in the data table, which can be customised by the user
• Batch approval and batch deletion
• Multiple Cost Rates - the possibility to define cost rates and assign the proper one to each timesheet activity to calculate project expenses with specified multipliers
• Importer and Exporter improvements - now, we support columns 'Spent Time'  and 'Rate Type'

All described changes apply to both the Employee and Company views.

We have a couple of exciting developments here.

Firstly, Archdesk → SharePoint integration will allow documents and their folder paths created in Archdesk to also be created in Sharepoint.  Document updates are also sent to Sharepoint if the SharePoint side revision feature is enabled.

Secondly, we're kicking off some important changes in the Project Documents module altogether, beginning with a brand-new user interface. This is the first step in our plan to revamp the entire module using the latest technology. These changes will improve how the Project Documents module looks and performs, making it simpler and more efficient for the users.

We have implemented a Two-Factor Authentication (2FA) feature to enhance Archdesk software security. 

If 2FA is enabled, the system will send an access code by email to the user account when logging in. If this is something you don't want to use, we can retain your existing settings.

The 'Quote Items' list now shows both the ordered and remaining quantity against each item after placing the Purchase Order. This gives a better quantitative overview of items planned and approved for quote versus ordered (Purchase Orders). Previously, we only tracked the financial value raised against each quote item, however, that’s not enough as the unit costs on Quotes and Purchase Orders may differ due to inflation and other factors.

Additionally, we changed the rules for data in columns Purchase Orders and Ordered Quantity on quote items list.  Now, it only includes Purchase Orders only with one of the following status': draft, in progress or completed.  In other words, we stopped any cancelled Purchase Orders from displaying.

Another exciting change is the possibility of entering items' quantity when creating a Purchase Order from the Quote. When a user uses the option Financial → Create Purchase Order on Quote/Quote section preview, users can enter the item quantity. By default, it is filled by the remaining quantity as described above.

There’s also a new option to add items from Quote to Purchase Orders by File → Add items:

• Available only for the Users with access to Manage Purchase Orders (Dept. Access Rights → Financials → Access purchases & Manage Purchase Orders)
• Available only when the option to Edit Purchase Order is available (it can be disabled for fully approved Purchase Orders) for selected Purchase Order

When a user uses option File → Add items, the user can see the same model as for adding new items from Quote.

Different quote templates can be used by users during quote creation. When a user creates a quote in Archdesk, and quote templates are available, users can choose a template which will be used for quote creation (also during import). 

When a template is selected, all data from the template is applied (eg. section list, section custom inputs, items).

We have added new settings at company level (Settings and Preferences → Projects → Quote settings → Settings):

1. Cost calculation type - with possible values:

a) Disclude sub-items in calculation of main-item cost - existing Archdesk logic (default value for existing companies)

b) Include sub-items in calculation of main-item cost - when this value is set, main item unit cost is calculated based on sub-items cost (sub-item quantity is taken into account in main item unit cost calculation)

2. Offer calculation type - with possible values:

a) Disclude sub-items in calculation of main-item offer - existing Archdesk logic  (default value for existing companies)

b) Include sub-items in calculation of main-item offer - when this value is set then main item unit offer is calculated based on sub-items offer (sub-item quantity is taken into account into main item unit offer calculation)

3. Auto-populate budget codes for sub-items - with possible values:

a) No - existing Archdesk logic (default value for existing companies)

b) Yes - budget code from main item is populated into sub-items (we had such a possibility at item level, but it has been moved into quote level); below checkbox has been removed:

When creating a quote, above settings are copied from company into quote as system inputs. Users can change their value at quote level. Functionality only concerns advanced items (including advanced product from catalogue). There is no change for single items.

When 'Cost Calculation' type OR 'Offer Calculation' type are set to 'Include' then the new column 'Unit quantity' is visible in items data (data table). This column contains information about the number of sub-items that match to 1 main item. In column Quantity at sub-item level, users can see the number of sub-items that match to the number of main items that is set. Quantity at sub-item level is calculated by Archdesk (users cannot change it).

When 'Cost Calculation' type/'Offer calculation' type are set to ‘Include’ then Archdesk calculates main item unit cost/price using sub-items Unit quantity and Unit Net Cost/Offer (user can’t change main item unit cost/price).

Users can change the value of inputs Cost calculation type/Offer calculation type at quote level, but depending on direction of the settings change, Archdesk modifies quote item data:

• when 'Cost Calculation' type AND 'Offer Calculation' type are set to ‘Disclude’ (previously at least one of them was ‘Include’) then Archdesk removes values of Unit quantity
• when 'Cost Calculation' type OR 'Offer Calculation' type are set to ‘Include’ (previously at least one of them was ‘Disclude’) then Archdesk copies sub-items Quantity into Unit quantity field

'Unit quantity' field has also been implemented for quote import functionality. This field concerns only sub-items.

Note: When sub-items are included into main item cost/offer calculation, then main items,  budget calculations nor financial dashboard calculations are not included.

We have taken the first step towards automation for the 'Stock' module!  Now, it’s possible to automatically reserve or deduct stock for items by triggers on the Quote. 

When properly configured, items with quantity from a Quote are reserved or deducted. By implementing this feature, we are replacing the manual processes of reserving, deducting and converting, so it’s a huge time-saver. The list of stock changes also includes the reference of related Quotes with an associated hyperlink.

For items reserved and then deducted, the Reservation is converted to Deduction (the same as the manual Convert Reservation operation available).

We have enabled the possibility to create Sale Invoices from Quote Payment Stages by selecting the payment stage → Create Sale Invoice / Create Proforma Invoice. This gives users many options with flexible payment milestones that don’t have to stick to a pre-defined order. Invoices created using this method automatically pick the Stage name and %, so the relevant Invoice value is calculated. Once the Invoice is approved and paid, the Payment Stages show up-to-date information. 

The methodology of financial calculations for stages has changed; previously, every payment from Sale Invoices related to the Quote was assigned in order from 1st stage to final stage, but now the payment information is held for a specific stage. There’s also a new status ‘Overpaid', which is displayed when Paid Value is greater than Stage Net Value.

Please note this change is not going to affect existing quotes with already defined payment terms.

All invoices related to Payment Stages are available in the INVOICES section, just between PAYMENT TERMS and PAYMENT RECORDS. There’s also a new limitation: we blocked the possibility of adding stand-alone Quote Payments and now every Payment has to be logged against a particular Payment Stage. This change provides accurate financial calculations for a quote.

Remember to mark Payment Stage as Due to calculate the values correctly after raising the Sale Invoice or adding the Payment.

Additionally, the user can now define Payment Stage Due dates for the users in Quote → Payments → Options → Edit Payment Terms. The Stage Due date is reflected as Invoice Due Date by default.

Please note this enhancement will work under 3 conditions:

• Quote Setting: Show items on the template invoice individually is disabled
• New Payment Terms are created
• New Quote is created