New Feature (Billing):

Hidma now allows you to distinguish between the cost rates and charge out rates of individuals. This update empowers you to manage project costs accurately while expediting billing for the same projects with fewer steps.

Moreover, this release introduces the ability to specify distinct charge-out rates for particular jobs, projects, or clients. To begin utilizing these features, navigate to Settings -> Configuration -> Billing Settings. Scroll to the bottom of the page to enable the "Charge Out Rate" option. You can further enable specific charge-out rates for Jobs, Projects, and Clients using the checkboxes below.

Once changes are saved, user profiles will showcase a new subsection titled "Default Charge-Out Rates" (1). Additionally, if charge-out rate options for projects, clients, and/or jobs are enabled, a new subsection titled "Specific Charge-Out Rates" will also appear. Utilize these sections to define new rates for users. Alternatively, access a Client, Job, or Project profile to define specific charge-out rates within those profiles.

When configuring rates through these profiles, it's also possible to create a rate applicable across an entire team. This new interface also allows you to modify previously created charge-out rates created on this profile - this is however not possible for Cost Rates.

After configuring rates, utilize them in the Billing section. In the Create / Edit Bill page, a new column labeled "Total Charge" will be visible on the left-hand side. The Total Charge amount will depend on the work dates and corresponding charge-out rates.

When Specific Rates are defined, the system selects the rate based on the most specific rates configured. Project Rates defined per user take precedence over other rates, with Default Rates serving as the final fallback if no specific rates have been created, following the hierarchy below:

Default Rate <- Job Rate (team) <- Job Rate (user) <- Client Rate (team) <- Client Rate (user) <- Project Rate (team) <- Project Rate (user)

In the event that you forgot to configure a charge out rate for a specific user, a warning will appear next to any of his / her unbilled time and you will be able configure a rate for this user by simply hovering your mouse over the warning and clicking on Set rate now. You can also ignore this warning and any time added to the bill will automatically assume the cost rate. As usual, you retain full control to change the amounts, titles or descriptions of any of the rows added to a bill.

Fix (Reporting):

Exporting reports into CSV files, even with tens of thousands of rows, will no longer result in timeouts. With our latest update, a new progress popup will keep you informed about the file creation and download status. Now, you can seamlessly use Hidma, navigate away from the reports page, and still track the progress of your downloads as they are being created or are in progress. No more interruptions to your workflow!"

Fix (Billing):

The Add Project Dialog in the billing page no longer lists projects which are already being shown, used in the bill page.

Fix (Billing):

The Add Project button will no longer be hidden when a large number of projects are added to a bill

Fix (Billing):

Any filters you apply on the billing page will persist even if you navigate away and return to the page.

Improvement (Projects):

Project Cost Summaries are now displayed in ascending order according to the date of creation of each entry