Recall Time Entries and Sales Process Enhancements

202501

• TW: Time Entry Tracking: A new company setting (in testing) that permits a time-writer to recall submitted but not yet invoiced time lets companies recall time entries if needed.
• TS/TE: Inventory Adjustments: A new reason added for "offline purchases" added to the option list when making stock adjustments.
• TS/TE: Better Navigation & Fixes: This update improves the stock level warning screen by enhancing sorting for bin locations. It ensures items that are low on stock are now scanned, even within bins.

• TS/TE: Service Purchase Orders: Enhanced manual allocation across multiple POs and different currencies.

• TS/TE: Sales Process Enhancements: Added an option to provide for automatically open of the email dialogue on the sale/credit complete screen.

202503

• TW/TE: Project Management: The Project Console now displays contact email addresses alongside names and phone numbers when viewing materials with POs.

• TS/TW/TE: Invoicing & Company Info: Added a field for the organisations business number. Available to be included in (template) documents. And extended improved invoice due date options.
• TS/TE: Inventory & Sales Display:
  • SKU codes are now visible in inventory lists - (wide screen mode)

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• A new company setting to show a Sales tracking category(ies) - (wide screen mode)

• TS/TE/TW: Workflow & Reporting Enhancements:
  • A new company setting to Admins can control who allow RFQ (Request for Quote) document from a PO.

• Reporting now includes autocomplete for pricing levels. Infrastructure, for custom reporting in future

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