Here’s what’s new, improved, and fixed this month — all part of our ongoing mission to make your experience faster, smoother, and smarter.
Fixes
Purchase Order viewing issues resolved.
Gantt Chart issues resolved.
You can now deselect folders under the Default Project Document Folders tab in your company setup. This allows you to create a new folder without nesting a subfolder.
You can add the same billing item twice on a work order again.
New Features & Improvements
Multi Classification and Multi Vendor Schedule Filters – You can now filter by multiple classifications and/or vendors when filtering the schedule. Tip: Ctrl + Click to add multiple items at one time.
New Last Updated field on the Work Order Screen – If any of the work order details are modified, or when a billing item is added, updated, or deleted, you will see the user’s name in the Last Updated field of the work order detail screen.
New Warranty Claims grid column filter for Status.
Customer Selection Commitment undo/redo buttons – You can now undo a customer selection if they accidentally selected the wrong one, or if they’ve changed their mind. You will need to add this permission to the user roles that should have this access.
- Billing Item Import Report – Run this report after you’ve completed a billing item import, and it will show you any errors that occurred during that process.
- Enhanced security to HBS to prevent potential vulnerabilities – please follow the email instructions for resetting your password.
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