New Feature (Tax Rates):

Version 1.13.0 of hidma introduces the ability to create and manage multiple tax rates, allowing you to accommodate various tax jurisdictions and regulations effortlessly. Super Users in your organisation will be able to manage these settings by navigating to the Billing Configuration Page by going through Settings -> Configuration -> Billing Configuration.

By default, you will only have one default tax rate configured in hidma and the Tax Rate settings will be switched off. Click on the slider on the top right corner (1) to switch these settings on. You can start modifying your existing rates simply by changing the values in any of the fields. You can add a new tax rate by pressing the Add a New Rate button (2) below the list of tax rates.

You can take things a step further and also define default tax rates for specific Jobs, Teams or Charge Types by checking any of the tickboxes under the sub-heading 'Tax rate options per' (3). By enabling these options, you will be now be allowed to assign a default tax rate to any team, job or charge type (configurable charge types are coming in Release 1.14.0) that exists in the system

For example in the screenshot below, we are about to select a default Tax Rate for the Job called Forms.

When a default Tax rate is assigned to any of these entities, it will be the suggested tax rate which will be applied during the billing phase. Naturally, one will still be able to apply any of the exisiting tax rates to any of the rows within a bill, however this feature will save users time by applying default rates as could be required.

In the event that whilst adding unbilling hours to a bill, conflicting default tax rates for both the team and job are detected, hidma will prioritise the default tax rate of the team in question. Of course, the user will still be able to modify the suggested tax rate for the resulting bill row or grouping.

Fix (Reporting):

In some rare cases where users had overlapping date ranges for charge-out rates, the csv extracts from reporting section where displaying any time logged by these users multiple times (once per charge out rate). This issue has now been addressed.