2022 Changelog

22/12/2022

• Added ability to add comments to tasks.
• Sharing task lists with clients via client portal added.

01/12/2022

• Added ability to export time sheet data for a given date range.
• Added ability to export sales report dashboard data.

13/11/2022

• Improvements made to time sheet chart under Team Management.
• Added sales report dashboard for projects.

11/11/2022

• Added time sheet dashboard under Team Management.

09/11/2022

• Date selection indicator added to date range modal pop-up.

31/10/2022

• Floating time tracker added for task lists.

13/10/2022

• Role-based Interactive Resource Planner added.
• Added rate card settings under Workspace Management.

29/07/2022

• Added ability to amend time sheet submissions from Time-Based progress tab within a project.

22/07/2022

• Added ability to edit project tags.

08/07/2022

• Contractor tag and filter added under Team Management.
• Hovering over team member avatar allows navigation to profile page.
• Lead by filter added to Opportunities list.

05/07/2022

• Project dashboard - budget tracker considers invoices paid and adjusts accordingly.
• Simulate T&M revenue line tick box added.

27/06/2022

• Xero integration added.

05/06/2022

• Project dashboard breakdown added.

22/05/2022

• Added ability to add rich-text to Journal Entries.
• Rich-text editor added to Journal Entry pop-up modal.

18/05/2022

• New chart showing employee time by month added to Time-Based Progress tab within a project.

16/05/2022

• Cost line added to Weekly Budget Tracker.
• Added ability to edit Client Project Portals.
• Permissions added to Client Project Portals.
• Added verification of email to Client Project Portals.

05/05/2022

• Added ability to specify employee permissions for revenue and cost.

03/05/2022

• Project Permissions tab added.

30/03/2022

• Added Client Project Portal, now able to create portals to be shared with a client.

15/03/2022

• Added ability to duplicate denied time sheet submissions from calendar.
• Added Google Calendar integration to time sheet.

12/03/2022

• Added ability to include bank account details on invoices.

24/02/2022

• Added ability to export CSV of time sheet submissions for a project.
• Added Project list filter.
• Ability to search project dynamic details added using search bar.
• Setting added to allow time sheet submissions after project end date.
• Ability to have open-ended projects added.
• Force dashboard refresh added for projects.

09/02/2022

• Added ability to link a new client with an existing client.
• Now able to select a client during invoice creation if client linked to another client.
• Project tags now grouped and sorted by alphabetical order.