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
- Adjustments made prior to payment sync with QuickBooks
- Billing item issue resolved when creating a work order variation from another variation
- Issue with attaching a model to a project resolved
- Purchase Order and PO Report issues resolved
New Features & Improvements
- New way to remind vendors of upcoming work orders: Simply create a WO milestone to trigger a notification a certain number of days prior to the work order start date. This allows you to send a reminder notification to the assigned vendor
- Replaced current database-driven menus with a new, simplified menu to improve page load times
- New Task Schedule view under the Tasks activity: This view shows only user tasks (no work orders) and allows filtering across multiple users
- Project name is now included in task notification emails
- Added invoice and PO accounting numbers from QBO to HBS for reference
- Accounting Software Integration: New payment terms dropdown to the make payment popup
- Accounting Software Integration: New invoice date to the make payment popup
- Accounting Software Integration: Populate the Accounting # on POs with the number generated by the corresponding item in the accounting package
- Model Budget Update: Pull in Vendor pricing using the $ icon next to the misc items field
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