Added

Release 1.6.0

Alex Farrugia
2 years ago

New Feature:

It's now super easy to share Bills, Jobs and Projects with any other user or team needing access. 

Viewing or editing permissions can be granted and it's also possible to revoke the permissions of users or teams who already have access to the Project, Job or Bill in question. 

It is also easy to share multiple items at the same time. Recipients of sharing permissions will receive an in-app notification and email describing this action. This feature should drastically reduce the need to grant users temporary access to entire Teams and their related Jobs, Projects and Bills.

Improvement:

Comments which are associated with Projects, Clients, etc have just received a consistent make-over. 

Apart from looking much better (and providing you with a handy emoji pop-up, if needed), some new options such as sorting and deleting are also available.

Users will now also be able to edit comments which have been written by themselves. Comments can now be viewed in all of these different pages:

New Feature (Billing):

It is now possible to annotate your bills with comments

Improvement (Projects):

A master checkbox has been added at the top of the Projects Summary page. This will make life much easier when you need to manipulate multiple projects at the same time.

A user will only be able to select projects which he or she can edit/ control. Viewing permissions will not allow one to select a project.

Improvement (Clients):

It is now possible to select a primary set of contact details for each Client. If a client only has one set of contact details, then these will be considered to be the Primary contact details. The primary contact details will in turn be used to annotate bills, if you choose to add this information to the header of your bills.

Fix (Projects):

Changing a Project's status from the Project Summary page will now no longer change the page number when the list of projects is refreshed.

Fix (Projects):

The Project Admin Team Role now works well and allows users with this role to manage Projects' status.