This release focuses on improvements to the invoice creation process and includes a beta version of a new and improved rich text editor alongside a slew of quality of life improvements.

• Revamp invoice creation

  • Add the ability to bill/postpone/writeoff individual items easily

  • Add the ability to perform bulk actions like bill/postpone/writeoff as well as change Phase or Adjust Bill Qty on selected items

  • Add ability to easily select all items per user/discipline/role

  • Add ability to separately choose billing cutoff date and date up to which to include timesheet entries for

  • Add ability to expand or collapse sections to more easily navigate a large number of items

  • Exclude non-timesheet items from Proposal invoices by default, but allow the user to add/include them if needed

  • Improve look and feel of invoice creation page to better match the rest of the ERP

  • Make Items Breakdown table header and footer sticky so that relevant actions and totals are always visible

  • Add Items Breakdown total to Proposal Summary section to make it easy to compare Billed vs Actual amounts

  • Added selected items total and Current Billed difference to Items Breakdown footer

  • Added warning to inform the user about the benefit of improved utilisation tracking when Proposal Current Billed is close to Items Breakdown Total

  • Update final totals section to better breakdown all totals and indicate what will be shown on invoice

  • Improve how General Journal entries are calculated to ensure they always match

• Project Billing Overview

  • Collapse list of accounting comments if there are more than 10 with the option to view all

  • Make CTD and WIP table header and footer sticky so that the total is always visible

• Review and improve consistency of project timeline events and wording

• Default timesheet entry project phase to current project phase

• Added descriptions to most settings

• Added the ability to specify a contact as the billing contact for a client

  • Will be used as the default contact when creating invoices for a client

• Added a beta version of a new Rich Text Editor that fixes many long-standing issues with the existing one

  • Sticky header so that it is easy to toggle styling etc. without having to scroll to the top

  • More controls to customise styling

  • Better list editing and indenting

  • More consistent styling between editor and PDF documents

  • Many more quality of life tweaks and fixes

• Added experimental support for custom NAS integration

• Fixed an issue where projects were not being ordered by project number correctly

• Display the author of a Task when viewing a task