Fix (Reporting):

A bug which was duplicating some of the records being shown when exporting a report to csv has been addressed

Fix (Jobs):

Selecting projects to assign new jobs now works as expected in the Create Job page.

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.

Fix (Billing):

Adding fractional amounts of hours when specifying the number of hours to add to a bill or when grouping unbilled jobs together will no longer throw an error. It is important to note however that such fractional amounts will always be rounded up to the nearest minute. For example 0.07 hours is equivalent to 4.2 minutes which will be rounded up to 0.08 which is equivalent to 5 minutes

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.

Fix (Users):

An issue which was preventing the editing of users' profile by their managers has been addressed.

Improvement (projects):

The possiblity to view a Project's cost has now been given a separate permission and can be assigned to any role within your organisation

Fix:

A bug which was continuously causing logged in sessions to expire prematurely, has now been addressed.

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.

Fix:

A bug which was sometimes affecting logged in sessions and causing them to expire prematurely, has been addressed.

Fix (Timesheets):

Internal jobs which are shared with individuals or teams now show up correctly when trying to select a job to log hours against in the Timesheets page.

Fix (Clients):

An issue affecting the updating of existing client profiles has been addressed

Fix (Teams):

The calculation for Average User Charge out rates has been fixed and no longer shows an inaccurate and unrealistic figure.

Fix (Projects):

It is now possible to upload files larger than 1 MB and better error handling has been incorporated for viewing of and uploading of Project Files.

Fix:

When changing the avatar of a user, client or client group profile, you will now be able to see changes reflected immediately whilst still editing the said profile.

Fix (Users):

Changes made to a user's job title will now be reflected immediately in a User's profile without the need of refreshing your browser.

New Feature (Projects):

Hidma now allows you to easily associate files with your project. This handy feature will help you better organise any project related documentation such as perhaps, quotations, Project Scoping documents, in one easily accessible location. You can access this feature by simply navigating to a project's dashboard.

Once a file has been uploaded to a project, you can change its name and add a description to it as well. Apart from being able to quickly download the file from this new widget, if the file can be opened by a browser (for example, pdf or image files) you can easily open the uploaded file in a new tab. This feature is available on both desktop and mobile and a handy shortcut is also available in the Project Information section in the Create Bill page.

New Feature (Billing):

Billing is one of the few features of hidma which is not available when browsing on your mobile phone. The new Bill Cards feature though makes it possible to view a summary of existing bills whilst using a mobile phone.

It's also possible to view/ download a pdf version of any these bills. This feature is accessible on any Client, Project or Client Group Dashboard.

New Feature (Teams):

Your organisation's super user now has full control over the Teams in your hidma account. By accessing the Teams Section in the Settings Page, it's now very easy to add new teams, change team names, assign a team manager and maybe a description as well as deactivate a team if necessary.

Fix (Billing):

Downloading a list of bills as csv now respects any filters which would have been applied on the billing page.

Fix (Reports):

Reports now longer show entries carrying 0 hours.

Fix (Projects):

Project Dashboards will always render correctly now, even in some rare cases where some of the project data doesn't get loaded correctly.

New Feature (Billing):

Billing your clients on the basis of a retainer has just been simplified. A new feature in the Billing Module now allows you quickly add a fixed amount of unbilled hours at a fixed rate to your bill. 

You can pre-select some unbilled jobs to consider for your retainer or you can just press the Bill for Retainer button immediately without doing so. You will then need to provide the total amount of hours the retainer covers, its total chargeable amount, and a description which will be shown on your bill. You will also have the liberty to change which unbilled jobs contribute to this retainer and by how much, or you can just let hidma automatically handle this for you.

Improvement (Timesheets):

It is now possible to download a list of timesheets to a .csv file. This is particularly useful for managers or admin staff.;

Improvement (Billing):

Permissions for the generation of bills have been separated from those required for the creation or management of bills. This means that larger teams can assign bill creation rights to some of their team members without allowing them to actually generate the bills. Managers would then be able to review the draft bills before generating them themselves.

Improvement (Auditing):

Auditing relating to changes made to approved timesheets which were reopened is now more granular and details every single change which happens on the timesheets in question.

Fix (Timesheets):

In the new timesheet row form, the clients' dropdown will now always show all clients, even if they have no projects which the user can assign time to. 

Fix (Billing):

Editing an existing bill row no longer throws any errors.

Fix (Client Groups):

Users who are not super users yet have rights to manage client groups are now able to create client groups without any issues

Fix (Settings):

Changes made to the configuration of Client, Project or Team Profiles are now no longer affected whenever a new release is issued.

New Feature (Client Groups):

Time to organise your clients! This feature allows you to easily group clients together into a Client Group, providing you with a quick way of seeing combined statistics (and other information) related to them. Similarly to clients, client groups will have a dashboard which will provide you with an overview of the group and its performance. Another very compelling reason for creating client groups is the fact that they can be used in batch project creation. If you have a large group of clients which regularly require similar projects to be created, this will definitely save you a lot of time. In this case, it is recommended that these client groups are marked as being Internal, in this manner, hidma will recognise that these groups do not really represent a group of companies but are being created instead for the sake of convenience.

New Feature (Teams):

Team user profiles are now fully configurable and if you are a Super User then you can customise how a user profile looks as well as what fields it contains from within the Settings section.

New Feature (Teams):

It is now possible to configure the amount of weekly working hours for each staff member. This setting would have to be enabled at an organisation level by a Super User first through the Teams Settings page. Once this is enabled, you will be able to select the Employment basis of the user in his or her profile as well as input the number of hours the user is expected to work per week. This feature can then be combined with optional warnings when a user is falling behind in the logging of hours in his timesheet as well as an optional blocking of new timesheets until the user has met his quota of hours in previous weeks.

Improvement:

Date Range pickers now have 3 handy shortcuts which are bound to come in handy when managing timesheets or when generating reports. Who needs all those clicks anyway, right?!

Improvement (Reporting):

Users who do not have management permissions and/ or do not have access to the Reporting feature will now be able to generate reports based entirely on time logged within their timesheets. No financial data (costs, amount) will be exposed. With this feature, all users may very quickly browse through their logged time without having to search through countless timesheets.

Fix (Reporting):

When exporting a report in .csv format, the Job Type is now shown correctly.

New Feature (Clients & Projects):

Super users now have the power to fully customise Client and Project profiles 🤩🤩🤩. The configuration for these two profiles is based on this structure:

1. The profile will be initially divided into Sections (which are represented as tabs). For example the default Project Profile only has one section, whereas the default Client Profile has 3 sections.
2. Each section can then be further divided into sub-sections. These are represented with a heading and grouping of fields within a particular section. For example the default Project profile has 3 sub-sections in its main section.
3. Each sub-section will finally contain a collection of fields

A super user will be able to define new sections, sub-sections or fields, and move their contents around as they deem fit. It will also be possible to rename any section, sub-section or field. 

This feature will make it much easier for organisations to respond instantly to regulatory changes or other operational requirements which would necessitate the introduction of new fields to their existing projects or clients.

New Feature (Clients):

Thanks to the introduction of configurable Client profiles, it is now possible to add, edit or delete Client Types through the Client Configuration Settings Page.

Fix (Projects):

An issue with the calculation of Project Recoverability has now addressed.

Improvement (Clients):

It now much easier to understand if a client profile has any errors (and is thus preventing saving).

Fix (Billing):

A project which has no unbilled chargeable hours but which has unbilled charges can now be billed.

Fix (Reporting):

When extracting a report to a csv file, any amounts are now correctly shown in Euro and not in cents.

New Feature (Projects):

It is now possible to configure the automatic generation of a unique code per project. This is something which would have to be configured at an organisational level, which means that if this feature is switched on, it will apply for all projects. By default, this settings is switched off.

New Feature (Projects):

Organisations can now define additional fields for their projects. Again this settings is at an organisational level, so once a new field is defined, it will apply for all projects. For the time being, this feature is not exposed in the Settings Module but can be changed by contacting support.

Improvement (Clients):

The Client Code can now be disabled across an organisational level. By default, the client code will remain part of a client's set of required fields, however if your organisation has no use for this, it is now possible to remove this field.

Fix (Timesheets):

A number of problems with the scrolling or panning when accessing the Timesheets feature on a mobile phone, should now be addressed.

New Feature (Clients):

Team Managers will now be able to see Client Statistics in the Client Summary Page. Any user with Team Management roles (or more senior roles) will now also be able to view these Client statistics based on a specific year and or a specific team. This feature coupled with the existing sorting functionality of the Client Summary page allows for a much more informative browsing experience.

 

New Feature (Clients):

The Client Dashboard now allows you to select a date range and apply this to all the widgets in this dashboard. Client Statistics, bills, projects, etc will all be filtered according to the selected date range.

 

New Feature (Settings):

Superusers are now empowered to change the look and feel of Invoices, a number of options and configurations are provided which will allow you to adapt invoices to your brand and to add or remove additional information relating to payment details, your contact details or the client's details. 

  

Improvement (Reporting):

Whenever a report is exported to .csv, an additional column detailing the time in hours (alongside the existing column detailing time in minutes) will be displayed.

 

Improvement (Timesheets):

When adding a new timesheet row in (desktop mode), hovering over a job which has a description assigned to it will show a tool tip displaying the job's description. This will also happen if you hover of a job within an existing row which has a description assigned to it.

 

Fix:

Searching for client names or project names which contain symbols such as a hyphen - within them now gives more precise results.

New Feature (Settings):

The Settings page has just been launched! Since with great power, comes great responsibility, this feature will only be available to users which are assigned the Super User role as it will expose a number of configurations for Hidma. For the time being, only settings related to Projects and Roles, Permissions and User Roles can be managed through the Settings Page. Additional Configurations will be added with subsequent releases.

Improvement (Projects):

Whilst a project is active, the maximum recoverability of the project will be capped to avoid showing numbers which don't make sense, especially towards the initial stages of the project. The capping value can be configured through the Settings Page.

Fix (Timesheets):

Opening a timesheet other than this week's timesheet no longer loads a timesheet with locked rows.

New Feature (Billing):

It is now possible to filter out work to be billed using a date range.

This can be used both in the Bill Summary page to filter out any projects which have unbilled work within a specific period as well whilst creating or editing a bill. If you apply a date range within the billing summary page, the bills shown in the various tables below the Unbilled Project Tables will also be filtered out based on the selected Date Range.

Improvement (Projects):

By default, only Active Projects are shown when you navigate to the Projects Summary page. Of course, if you want to view On Hold or Closed Projects, you can just change the Project Status filter and the list of projects will be updated.

By default, only Active Projects are shown when you navigate to the Projects Summary page. Of course, if you want to view On Hold or Closed Projects, you can just change the Project Status filter and the list of projects will be updated. Select an Image

Improvement (Reporting):

Fix (Login):

Error reporting in the login page has now been fixed and a failed login will produce a much clearer message.

Fix (Billing):

A bug which was affecting the page numbers in the Billing page has been addressed.

Fix (Billing):

The Add Project button in the create bill page will now always list all of the client's projects with any outstanding billables

Fix (Login):

Error reporting in the login page has now been fixed and a failed login will produce a much clearer message.

Fix (Timesheets):

In some rare situations, creating a timesheet row would result in two rows being created and shown on the timesheet. This should not happen again.

Fix (Teams):

Team Managers can now see the Teams Dashboard.

Fix (Projects):

After successfully editing a project and then returning to the Project Profile to edit it again, the system was generating a broken Project profile and a few errors. This has been addressed.

Fix (Bills):

In some specific cases, bils where being shown more than once when listing bills according to status. This has been fixed.

Fix (Charges):

Deletion of charges now works as it should

Fix (Timesheets):

Only Personal Jobs will be shown when trying to select a personal job from the dropdown whilst creating a new Timesheet Row.

Improvement (Reporting):

Report settings should now be saved correctly

Fix(Timesheets):

The timesheets navigation link now works as it should immediately after logging in.

Fix(Projects):

Editing Project status or a project in general now works as it should.

New Feature (Projects):

Creating a new project just became much much faster. By introducing Project Templates Hidma now allows you to define a blueprint for projects which are used on a regular basis.

Once a project template is created and shared with your team, you can start creating projects based on this template. You can also use project templates when creating internal projects or when creating projects for multiple clients. 

When editing an existing template, you will also be given the option to propagate all the changes you made within the template to any projects which are associated with it. This is a very easy and fast way of changing details across a large number of projects. You will also be able to choose whether you want all projects associated with the template to have these changes reflected or just a subset of them.

If a project template is no longer relevant, you will also be able to deactivate it to prevent it from showing up and being re-used.

Fix (Projects):

An annoying issue relating to Client Selection when create a Project for Multiple Clients has been fixed.

Improvement (Billing):

A sub-total field has been added to the Bill Preview as well as to the actual Bills.

Improvement:

Apart from allowing you to upload a profile picture to users, clients or project templates, Hidma now alternatively allows you to change the background colour of the profile pic placeholder

Fix (Billing):

Users with the Administrator role are now allowed to delete Bills

Improvement:

It is now possible to grant users access to multiple organisations residing on Hidma. If your user has access to more than one organisation, you will be able to switch to another organisation using the navigation bar. When you are not viewing your primary organisation, you will retain permissions or roles which were granted to you however you will be unable to access your timesheets, or make changes to your own profile unless you return to viewing your primary organisation.

New Feature (Projects):

It is now possible to create multiple projects for a number of clients at the same time. This feature will help you save time when you need to create multiple projects with the same blueprint for a number of clients. This is also the final piece in the puzzle needed before Project Templates are developed.

Improvement (Projects):

When creating any new project, the system will immediately check if the Project Name is unique. This check will be made for any kind of project created, and if you are creating a batch of projects, each client selected will be checked for project name uniqueness. 

Improvement (Projects):

If your project name is unique but it is very similar to other projects with a similar name, (for example 'Liquidations' is very simlar to Liquidations and Windings'), you will be informed. If you ignore this notice, you will be asked to confirm that you are ok with this situation before creating the project(s). This will help avoid situations were multiple projects are mistakenly created for the same purpose.

Improvement (Projects):

You will now get much clearer feedback when creating or editing projects if the form has some form of error.

Fix (Projects):

The Financial trackers in Project Dashboards now show the correct Project Cost amount. 

Fix (Billing):

The Create Bill function now correctly loads unbilled Jobs

Fix (Projects): 

Team Seniors are now no longer blocked from editing Projects

Fix (Projects):

The Jobs field in the Create or Edit Project view has now been fixed

Fix (Reports):

The Jobs filter field now works as it should

Fix:

An annoying error message which kept appearing when the internet connection got disconnected and reconnected will now no longer unnecessarily harass you.

New Feature:

Hidma now allows users to upload a profile picture to their user profile. It is also possible to upload/ add a profile photo for client profiles. If you are using the application on your phone, you can also your device's camera to upload a photo instantly. This feature not only introduces a bit fun to the application but can help with faster visual identification of users or clients especially when going through long lists... so what are you waiting for, get snapping!

Improvement:

Projects and Jobs no longer share the same page and are now split. This is immediately obvious when looking at the navigation bar. This improvement was recommended during some User Tests which were performed in Q4 of 2021, and it is now also necessary to enable new upcoming features related to Projects.

Improvement (Jobs):

Jobs should now load faster thanks to some improvements which were just added. You might also note that it is now possible to see and manage jobs on your mobile device. Apart from this, any comments which were added to a job are now also being displayed in the Jobs' table. A number of filters have also been added to the Jobs' Summary page which should help you browse through jobs with greater ease.

Improvement (Performance):

Client, Project, User and Team statistics are now calculated in a more performant manner. 

Improvement (Mobile-view):

Clients, Projects and Job summaries and view have now been optimised for mobile viewing. Any filters which are available on the application's desktop view are also available in Mobile View however they are neatly tucked away. Using the filters' icon, one can very easily view and change these filters.

Improvement (Projects):

The system will now start keeping very detailed Audit Trails relating to Projects. This means that any changes to a project will all be rigorously stored and documented within the system. At this stage, Audit trails cannot be viewed within the system however they can be extracted on an ad-hoc basis.

New Feature (Bills):

Users which have access to the Billing module are now able to download a csv file with a list of bills and their relevant details. This feature is enabled both in the Bill Summary page (across all bills) or in individual Bills tables such in Client or Project Dashboards. It is important to note that when using this feature in the Bill Summary page, the search term which is applied on the page will also be considered when one tries to extract all bills.

Fix:

Some users were sometimes experiencing a bug which would log them out of their session prematurely and without any prior warning. This issue should now be addressed.

Fix (Projects):

Project Cost is now displayed correctly in Project Dashboards

Fix:

The Email Activation page now no longer returns an error when submitting a new password.

Fix (Timesheets):

Deleting timesheet entries no longer throws any errors.

Fix (Timesheets):

All users with Team Management Rights can now approve timesheets, revoke Pending Timesheets and add Rows to timesheets of users within their teams without issues.

Fix:

An issue which was logging users out when Hidma was being used on multiple tabs or browser windows concurrently has been addressed.

Fix (Billing):

All billing functions should be working normally now.

Fix (Projects):

A bug preventing managers from editing projects and their status has been addressed.

Fix (Reporting):

Running reports on billed or unbilled work will now show all work related to each project. This means that work performed by other users in other teams (within projects the user has access to), will also show up in the report.

Fix (Projects):

Team seniors can now view all project statistics

Fix (Teams): 

The Teams Summary Page now lists all teams in alphabetical order

Fix (Billing): 

The page number of the unbilled projects table in the Billing page is now correctly remembered when navigating to and from the Billing page

Fix (Projects): 

An annoying bug which was sometimes preventing the creation of Internal Projects has been addressed

Fix (Billing):

Statistics related to billing (amount Invoiced, amount unpaid, etc) are now being generated correctly.

Change (Billing):

Instead of showing the Total Project Cost in the Unbilled Projects Table, the Project unbilled cost is now shown instead.

Improvement:

The Hidma application is now running on a much more robust infrastructure which allows it to scale up on demand. This means that even though the system can deal with its current modest workload quite comfortably it is ready to take on much larger loads when they materialise.

Fix (Timesheets):

A bug which was showing all projects related to all clients when adding a new timesheet row has been addressed. The system will now only show users projects which they have access to.

Fix (Projects):

Jobs are now correctly loaded when editing an existing Project's profile.

Fix (Timesheets):

Changing the day of an existing timesheet entry (using the Timesheet Row form) now works as expected.

Improvement (Billing):

All Bill tables (in the Billing page, Client Dashboards or Project Dashboards) now have sortable columns.

Fix (Timesheets):

New Timesheets were recently being created with a duration of 8 days instead of 7 days. This has now been fixed.

Fix (Projects):

A bug which was allowing users to create business projects without first assigning a client has been addressed.

Fix (Timesheets):

A bug which was was preventing users from changing an already existing timesheet row from an internal  job to business one has now been addressed.

New Feature (Timesheets): 

A new feature has been added which allows you to easily browse through all your timesheets. Timesheets are split into tables according to their status and you can filter by date range use the date range picker at the top.

Improvement (Timesheets): 

By default, this week's timesheet will always be loaded first. If you have other open timesheets from previous weeks, you will be given a notification about this. 

Improvement (Timesheets): 

When viewing the Manage Timesheets tab (as well as the View All tab), the date picker now allows you to easily remove any date filters by pressing the VIEW ALL TIME button. By default, no date filters are applied when these pages are loaded.

Fix (Projects): 

When creating a new project, the client dropdown will now still show clients which are inactive and will show them as a disabled option.

Fix (Projects): 

The budgetand target recoverability field in the Edit Project Profile and Create Project Profile page now only allows numerical values and decimal points to be input. Commas are not allowed or needed.

Fix (Clients): 

The shortcut buttons which can be used to activate or deactive a Client Profile from the client's dashboard are now working as they should.

Improvement (Billing): 

Apart from using the Client Name, Client Code or Project Name to search for bills in the billing page, it is now also possible to search using the Bill Code or the Invoice Number of an existing Bill.

Fix (Projects): 

An issue in the Team dropdown blocking Team Seniors from creating projects has now been fixed

Fix (Timesheets): 

An annoying bug which was preventing users from entering time values starting with a 0 has now been addressed.

Fix (Reporting):

Users trying to view Reports for the first time where being blocked from navigating to the Reports page. This has been fixed.

Fix (Timesheets):

Internal Job assigned to an Internal Project wasn't always showing up when trying to add a new row in one's timesheet. This should now be fixed.

Fix (Timesheets):

The button used to revert individual timesheets which have been submitted in the Manage Timesheets page is now being shown when you hover over the timesheet row.

Fix (Timesheets):

Deleting the time (using backspace/ delete keys) assigned to a specific day in a timesheet row now works as it should and the time is deleted in the system.

Improvement (Timesheets):

If one of the projects in an active timesheet is set to closed or on hold, the user is presented with a message advising him that he cannot change that row. tis also disabled and styled accordingly.

Improvement (Clients):

It is now possible to input longer Client Vat Numbers (max. 25 chars) in order to better support some non EU-VAT Number formats.

Fix (Timesheets):

An issue preventing managers from re-opening submitted timesheets has been fixed.

Fix (Timesheets):

An issue preventing managers from editing active timesheets of users within their team  has been addressed. 

Fix (Timesheets):

Managing timesheets in mobile view now works as expected

Fix (Reports):

The Client Type filter now no longer shows in the Internal or Personal Reports tabs.

Fix (Timesheets):

A bug which was creating an extra timesheet for the week preceding a newly created user's start date has been fixed.

Fix (Reports):

The Project States Filter now works and doesn't throw any errors.

Improvement (Reports):

The Client Type filter has now been added

Improvement (Projects):

A number of filters have been added to the Project summary page which will make it much easier to filter projects based on Project Status, Client Types, Clients or Teams (for users having access to multiple teams).

Improvement (Projects):

It is now possible to easily distinguish between closed and active projects in the Project Summary page. Closed Projects will have their statistics and jobs greyed out whilst project which are On Hold or Active will not. Apart from this, each project card now carries the status marker, and it is now very easy to change a project's status by simply on the status marker (only users who are able to manage a project will be allowed to change its status).

Fix (Timesheets):

Client Names in the Desktop Timesheet will now also display a tool tip when you hover the mouse pointer over them.

Improvement (Timesheets):

The Add New Row Form now adapts better to smaller screens. Its design has also been updated to make it easier to see the separation between multiple days (when this is applicable).

Fix (Timesheets):

Adding a new day to the Add New Timesheet Row, will now select the next day of the week which follows the last day you have entered time for.

Fix (Timesheets):

Editing rows within large timesheets showing more than 25 rows should now perform better

Fix (Clients, Projects):

The Edit profile forms for Clients and Projects are now much more responsive to smaller screen sizes and adapt especially well to mobile screens.

Improvement (Clients, Jobs, Manage Timesheets, Projects & Teams): 

All of the relevant pages now memorise any configuration changes you make to them. This means that any search filters, any page size, page number, columns chosen for sorting, etc which you apply will be retained throughout your entire session. These will be reset upon logout.

Fix (Projects): 

A bug in the Teams dropdown in the Edit Project view has been fixed

Improvement (Timesheets): 

When searching for a Client whilst adding a new Row to your timesheets, a client will still be shown even if there are no active projects assigned to it.

Fix (Timesheets): 

When editing another user's timesheet (this is only applicable for a few users), you can now add a row to the user's timesheet without any issues.

Fix (Timesheets): 

When viewing or editing another user's timesheet, you can navigate to his or her other timesheets using the date picker at the top of the page.

Fix (Reports): 

Users who can only view Reports for the Personal Job Category now only see relevant filters (for example Client, Project, etc are not relevant and will not be shown). Report also refreshes immediately when date range is changed.

Improvement (Clients): 

When creating a new client, the 'Company' Client Type is now selected by default. The form also displays an error message if there are any errors preventing it from being submitted.

Fix (Reports): 

A bug which was preventing reports to be loaded has been tackled.

Fix (Projects): 

Removing jobs which have been assigned to Projects from the Project Profile should now work.

Improvement (Clients/Projects): 

The Project Cards in the Client Dashboard have received some small improvements. First of all, by clicking anywhere on a project card, you will be redirected immediately to the Project Dashboard. The Project Status Marker now also allows you change the Project Status by clicking on it.

Improvement (Billing):

It is now possible to add / change the Invoice number and Invoice Date of Bills. These fields can be edited whilst one is editing a bill. By clicking on either of these fields, you are able to change their value. The system will automatically generate and display an invoice number as you go along unless you specify one.

The Client VAT Number is now also included in the Bill Header.

Fix(Projects):

The Active Project Recoverability Calculation has been fixed and should now be displayed correctly in Billing, Client and Project pages.

Improvement (Timesheets): 

Your preferred page size when viewing a timesheet will now get saved to your profile and will be loaded automatically each time you open a timesheet. Everytime you change the page size, this will be used as your default page size. 

Improvement (Timesheets): 

When viewing a timesheet on a smaller screen size, the application will automatically hide the Weekend columns so that your timesheet will fit more comfortably into your browser window. If you have a larger screen, the application will remember your last choice (you can hide the weekend days and show them again using the context settings in your timesheet) and apply it accordingly.

Fix(Bills): 

The Bills table which is loaded in a Project's dashboard is now loading data correctly. The status column is now also being shown.

Fix(Roles): 

The permissions associated with the Director's role have been fixed.

Fix (Reports):

Managers can now view all billed or unbilled hours in their reports in relation to projects which belong to their team. This also includes hours relating to other team members who contributed to these projects. As such, the Users filter will now show you all teams. This will not be the case for Internal or Personal hours reports.

Fix (Reports):

An annoying bug which was requiring users to sometimes refresh the reporting page when switching from the billed tab to the unbilled tab, has been fixed.

Fix (Search):

Following the improvements to the Search Function introduced in Release 0.0.11, a bug was noticed where single characters or special characters like & were not generating any results. This has now been addressed.

Fix (Billing):

An annoying bug which was causing the search string input in the Search bar to sometimes revert to a previously input value has been fixed.

Feature (Roles):

Timesheet Manager and Director System Roles have been added to the system. The Timesheet manager role allows a user to fully manage / change the status of any timesheet in their organisation. 

Fix (Search):

Searching for Projects, Clients or Jobs across the entire application is now much simpler. The new search allows you to search for a project using any part of the client name or the client code, the project name or description or even a job name, description or code related to the project. It will also allow you to combine these different values  For example if I had to search for Restructure and ABC, it will find the Project called Restructuring assigned to the Client called ABC Company Limited and it will also return similar projects for this client with the Restructuring job in them. The same appies for Jobs and Clients as well. Whenever you need to search for a combination of any of the two, for example Project and Job, you can search using combinations of words which can be found in either of the two

Change (Clients):

The Self-employed field has now been changed to Client Type. This means that each Client can be assigned a Type, at the moment the choice is between Company and Self-Employed, but the list can be extended as needed, for example if we need to distinguish between Cooperatives or Partnerships etc. The Client Type field has been exposed in the Client Profile and will also be added as a filter to the Reporting Filters.

Fix (Clients):

A bug which was preventing the post code of any client contact address to be displayed, has been sorted out.

Improvement (General):

The server which hosts the system's database and API has been given twice as many resources to work with so you might notice a slight increase in performance. 🚀🚀🚀🚀

Fix (Billing):

The amount of hours being shown in the unbilled jobs table (when editing or creating a job) is now being rounded up correctly.

Fix (Billing):

The Total Cost amount being shown in the Statistics panel when editing or creating a bill is being rounded correctly.

Fix (Billing):

Clicking on an unbilled job whilst creating or editing a bill will now display all details (including row comments) correctly in the Details Dialog

Fix (Charges):

An issue preventing the creation of Charges has been addressed.

Fix (Welcome Dashboard):

The Dismiss button for each Notification shown on the Welcome Dashboard has now been fixed.

Fix (Users):

The Timesheets tables in the User Dashboard now load correctly

Fix (Bills):

The Bills tables (which are shown underneath the Table titled Ready for Billing) now correctly reflects the Search filter being applied.

Fix (Bills):

Selecting multiple projects to add to the same bill from the Bill Summary Page now works as expected.

Fix (Bills):

All columns in the Ready for Billing table on the Bills Page now allow sorting.

Improvement (Clients):

The Client Dashboard now also contains a Bills Table Widget (at the bottom of the dashboard) which lists any bills relating to the client. All Standard Permissions (teams or otherwise) apply.

Improvement (Projects):

The Project Dashboard now also contains a Bills Table Widget (at the bottom of the dashboard) which lists any bills relating to the project. All Standard Permissions (teams or otherwise) apply.

Fix (Timesheets):

The New Timesheet markers and counter for the Manage Timesheet functionality will now get updated automatically. Whenever you view Timesheets which are marked as new in this page, they will stop being marked as New a few seconds later.

Fix (Welcome Dashboard):

The Notifications widget now allows you to Dismiss Notifications (by pressing the Dismiss button of course. Clicking on a Notification will also take you to the object they relate to - at the moment Notifications are only being sent in relation to Timesheets. In the coming weeks and months, notifications will be enriched and new capabilities and views related to them will be rolled out.

Fix (Clients):

Client Code is now mandatory when creating new clients

Fix (Timesheets):

Business jobs were also being shown in the Internal Jobs List when adding a new row. This has now been fixed.

Fix (Billing):

Projects which have been closed no longer show up with unbilled projects.

Improvement (Billing):

When navigating away from the Billing page, all user settings/ configurations such as Search Filter, page number, page size, etc are retained and will be loaded when user navigates back to this page.

Fix (Timesheets):

An annoying bug which was sometimes creating a duplicate active timesheet for a particular week giving the impression that all previous entries which had been input for that week were lost has been fixed.

Fix (Users):

A bug related to the editing of email addresses for existing or new users has been fixed

Fix (Clients):

Issues blocking creation of clients should now have been addressed

Fix (Reports):

Billable reports now show self employed field next to client when exporting raw data

Fix (Reports):

Team Seniors can now access billable hours reports

Improvement (Projects):

Team Seniors can now manage Team Projects

Fix (Projects):

Project Active Recoverability calculation has been fixed

Improvement (Projects):

Projects are now assigned a default target recoverability of 100

Fix (Timesheets)

Approving the timesheets of your team members should not return an error anymore.

Fix (Timesheets)

It is now possible for Managers to edit timesheets of their Team Members even if the Timesheets have already been approved or submitted.

Improvement (Timesheets)

When using the Manage Timesheets feature, the selected date range is automatically saved. (shout out to Neil for suggesting this!)

Improvement (Projects)

A powerful new search functionality capability is being developed and it is being rolled out for the Projects Search in the Projects Page. This will soon be rolled out to all search capabilities within the application. The new search allows you to search for a project using any part of the client name or the client code, the project name or description or even a job name, description or code related to the project. It will also allow you to combine these different values  For example if I had to search for Restructure and ABC, it will find the Project called Restructuring assigned to the Client called ABC Company Limited and it will also return similar projects for this client with the Restructuring job in them. The results will also be ranked in order of proximity/ relevance to the search terms provided. This system is not perfect and needs some tweaking and fine tuning but it should already offer an enhanced experience.

Fix (Projects)

Jobs are now being assigned correctly during creation or editing of projects.

Fix (Projects)

Budget is now displayed correctly in the Projects' Summary Page

Fix (Clients)

Creation of new clients is now working

Fix (Bills)

Creation / editing of bills should now also work.

Fix(Timesheets):

Client and Project Statistics are now being updated correctly when a timesheet is approved by a Team Manager.

Fix(Projects):

Project (Active) Recoverability is now being calculated correctly

Fix:

Search Bars in all Drop Down elements now no longer block spacebar.

Bug Fix - Create Project:

A bug which was causing new project creation to fail has been addressed.

Bug Fix - Create Job:

Team Managers were being prohibited from creating Jobs. This has now been fixed.

Bug Fix - Timesheet:

Your Timesheet should now always fit into your screen without the need to scroll horizontally. If it doesn't, please let me know!

Improvement - Timesheet Management

If a team has more than one manager in it (for example the Accounts' Team), each one of the managers will receive a notification when a timesheet is submitted. Notifications are still pending a few fixes though as at the moment you can't dismiss them. These will be fixed next week.

Improvement - Welcome Dashboard:

The bar charts in the Welcome Dashboard and the Team Dashboards (for managers) now group Project-based hours by Project without showing a split by Project and Job. This makes it easier to understand one's total number of hours by Project!

Bug Fix - Teams Dashboard:

Teams User Summary automatically expands Team if you use the Search bar at the Top

Bug Fix - Create Project:

All Clients should now show up in the Client Search field. By default, when creating a Project, the Business Type is pre-selected.