June 2022 extra updates

June 2022 Updates Extra

The following updates were made recently:

Users

The following new fields were added for users:

  • Fee Earner
  • Monthly Target
  • Yearly Target

Now, inactive users are not listed on the main users page. Only admin users can see the inactive users.

Sick Days

You can now log sick days for your users.

The “Manage Leave Requests” permission has been changed to “Manage Leave Requests and Sick Days”.

Reports

New report added – Performance Report. This report lists the following statistics about your fee earning users:

  • The total invoice amount invoiced in the period
  • Monthly target
  • Yearly target
  • Time logged in period
  • Leave requests in period
  • Live projects
  • Forecast total
  • Workflow total
  • Open enquiries
  • Open quotes
  • Open quotes total
  • Sick days taken in period

Clients

New fields added to clients:

  • Blacklist (with a selection of options – “Behavioural”, “Dangerous animals”, “Debt”, “Conflict of Interest”, “Other”)
  • Blacklist reason (if you select “Other” above)

Enquiry Form

You can now embed your enquiry form on your own website.

Leave a Reply

Your email address will not be published.