Added Fixed Improved

Release 1.15.0

Alex Farrugia
1 year ago

New Feature (Organisations):

If you form part of a group of companies, Hidma now has you covered. With the organisations feature you can define an organisation for each of the companies which form part of your group. To get started, head over to the settings page and click on the Organisations section.

You will see a table with only organisation listed in it. You can edit this organisation and change the Default Name to whatever your primary company is called, there are also a few optional fields you can fill in. You can easily add other organisations using the same interface.

Once more than one organisation has been defined in the system, you will start being given the option to choose an organisation when creating or editing a bill.

A video explainer introducing the Organisations Feature may be viewed here.

New Feature (Organisations):

If you have jobs in Hidma which are nearly always related to work associated with one of the companies/ organisations you form part of, you will now have the option of assigning a Default Organisation to it. This will then help speed up the billing process because only unbilled jobs relating to your chosen organisation will be shown.

Start by heading over to Settings -> Configuration -> Job Settings page. 

Underneath Other Job Settings you will see an option called Default Organisation. Switch this to ON and save.

Once this has been enabled, head over to the jobs page and you can edit jobs directly inline on this page or by clicking the edit icon at the end of each row. Click on organisation and choose a default organisation to assign this job to.

Once you are creating or editing a bill, you will notice that any unbilled work associated with this job will only be shown if you choose the organisation it has been assigned to. If you however would like to see all jobs irrespective of the default organisation they are assigned to, then you can open the context menu and select Show all unbilled work. View this feature in action by following this short video.

Improvement (Projects):

A new widget showing Charges and Discounts assigned to a specific project has been added to Project Dashboards.

Improvement (Jobs):

Job Profiles are now configurable and if you are a Super User then you can customise how a job profile looks as well as what fields it contains from within the Settings section.

Improvement (Settings):

When editing the settings of a customisable profile such as a Job, Project, Client or User profile, you are now given 3 different field sizes to choose from.

Fix (Bills):

Deleting empty bills should now work as expected.