February 2023 Updates

The following updates were made recently:

Dashboards

There is now a link to the project and global dashboards in the side navigation menu.

The forecast figure on the project dashboard now does not include projects or project stages that are “on hold”.

The billed this month figure now displays your monthly target when you hover over the icon.

Bug fix: The billed this month figure now works on invoice line item totals billed this month, instead of project stage item totals.

Projects

A new tab was added to the project details page for call logs relating to that project.

The invoices tab now includes a total in the table footer.

Clients

Bug fix – when clients click the “Pay Now” button on an invoice in the client portal, they are sent to the page to enter their card details as expected.

Reports

We have changed the wording on the project reports page from “Current/Archived” to “Active/Archived”.

You can now filter the submission reports by “Submission Type”.

Co-consultants

The co-consultants table is now sorted by “Discipline” by default.

Leave Requests

When booking a leave request, the system now counts any requests you have already added that are “Pending” when working out how much leave you have left.

Global Search

From now on, when you add or update a Client, their phone and mobile numbers are included in the search index.

From now on, when you add or update a Project, the associated Client’s phone and mobile numbers are included in the search index.

Project Submissions are now included in the global search. Note: This is only for submissions you add or update from now on.

Workflows

Bug fix: When exporting the user workflow report, the last column is now not included.