May 13th, 2025

Release v2.27

This release focuses on improved invoice creation and sending

  • Move invoicing related pages out of Accounting and into their own section called Invoicing

  • Added the ability to create draft invoices

    • Add the ability to edit and preview invoices before issuing them

  • Added the ability to send (Transmit) an invoice via the ERP

    • Has similar configuration to project document transmittals

    • Shows up in the list of project transmittals

    • Allows adding other invoices from the same project

    • Invoices show up in project transmittal document list

  • Bring the design of the invoice creation and editing page more inline with the rest of the ERP

  • Allow postponing timesheet entries to future invoices

  • Added the ability to change the client and contact on invoices

  • Added a legend to Invoices page to indicate what highlighted rows mean

  • Auto open today’s timesheet entry after adding a project to a timesheet (only if the timesheet poeriod includes the current date)

  • Show the full timesheet period as well its submitted state (indicated by a lock icon) in the timesheet dropdown

  • Fix a bug where project billing notes were not updating after being saved

  • Renamed Accounting Dashboard to Invoicing Project Billing

  • Add the ability to notify reviewer on Invoices

  • Added a button the easily view the last invoice when creating a new one on the same project

  • Added a setting to append rich text to invoice PDFs