New Feature (Billing):

The charges functionality has just been given a major upgrade. Super Users in your organisation now have full control to define, modify or delete Charge types. When navigating to Settings -> Configuration -> Billing Settings a newly introduced panel will display all existing Charge or Discount Types.

Hidma comes pre-configured with two types of charges: Charges and Disbursements. With this new feature you will be able to define both Charges and Discounts (charges which always negatively impact a bill). It will now also be possible to specify whether each of these charge types will affect the actual charge out rates of users during billing.

For example, you might want to specify that Discounts will always affect the average charge out rates of users but maybe Disbursements should never has such an effect. Additionally, when configuring Default Tax rate options for Charge & Discount Types, you can select a default tax rate for each of the available Discount or Charge types.

New Feature (Billing): 

And if that upgrade weren't enough, it is now possible to define Charges or Discounts with percentage values! Supplementing your bills with commission-based charges, mark-ups or percentage-based discounts has never been easier. You can also view a video explainer here.

When adding a percentage charge or discount to a bill, you will be asked to choose between adding it to the whole bill or adding it to a selection of items already in the bill instead.

If you choose to add it to a group of items already within the bill, the selected items, along with the new percentage charge or discount will be linked together. Undoing such an action will also be very easy, simply hover over the linked bill rows, and press the unlink button (as seen in the below image)

 

Improvement (Billing): 

You are now given full flexibility to specify how many hours you would like to add when adding time to a bill. When a number of users have accumulated against the same job, you can also choose to add a part of these hours to your bill. (You may also view a short video explainer here)

This flexibility has also been extended to Job Grouping, you are now free to easily cherry-pick the hours you would like to add to your bill if needed.

Do you need to add all your unbilled project hours to your bill instead? No problem! it's still just as easy and quick to add all of your billables with the click of one button!

Improvement (Billing): 

Bills now allow you to sort their contents. By default all bills be sorted based on time with the earliest work being listed first.

However other options for sorting are available and it is also possible to apply your own manual ordering in a bill. Whenever you hover over a row in your draft bill you will notice some additional buttons appearing on the right hand side of the row in hover. You may use the up and down buttons to move rows one position at a time, or else you may also click on the small number which appears between the two arrows and enter a new value to reassign that row to a specific position, just press enter or click out to close this off.

Fix (Billing):

The date range selector in the create bills page now works as expected.