Project Transactions Improvements
Building on our recent overhaul of the Project Transactions screen and based on valuable user feedback, we’ve introduced new features to further streamline your workflows and enhance efficiency.
Key Changes and Benefits:
Copy Transaction Notes: In addition to viewing transaction notes by hovering over the Note icon, we've introduced the option to copy the note's text by clicking on the Note icon to automatically copy Note's content to your clipboard. <Read more>
Task Selection for WIP Transfers: We've added the option to transfer WIP to a Task. You'll now be able to use the "Task" drop-down in the WIP Transfer screen to specify or change tasks during single, split, or bulk WIP Transfers, providing greater flexibility in managing transactions. <Read more>
Customisable Totals Display: You'll now be able to choose between “Page Total,” which calculates totals for the current page, and “Total,” which accounts for all filtered data. <Read more>
These features are available for both Business and Enterprise customers.
Fixes
Document/Document Templates
Fixed: Bookmarks weren’t being saved when added to existing empty cells in a document template.
Fixed: For Documents that include a Fee Details Table, such as Proposals, the Fee Details section did not display in the correct WBS order.
Global Search
Fixed: Deleted Projects were still showing in the global search bar.