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.