What's New - June 17, 2024

Blank Draft: A new option to generate a freeform invoice

What is it?

A new invoice option "Blank Draft" bypasses the list of all active task types and brings the biller to a blank form to add the desired task type(s).

Why does it matter?

For agencies with hundreds of active Task Types for a given Job Type, the page is slow to load while the user scrolls through a long list of task types.
This new option also makes it quicker than ever to generate a freeform invoice, especially for fixed-line amounts.

How does it work?

Navigate to Accounting>Receivables>Client Job Invoices, which can also be accessed from the Activity menu within the job form.
Click the New Invoice button and select Invoice From "Blank Draft".
Unlike the "Free Form" option, "Blank Draft" brings up a blank form where you can directly enter the desired Task Type and the units and rate to bill.
Instead of scrolling through a list of task types, you can easily search for a specific Task Type by clicking on the search (magnifying glass) icon.
Click Save to save a draft invoice. From here, you can submit this invoice for manager approval (if enabled) or convert it to a live invoice for posting.

Updated Default Supplier Logic on Incoming Supplier Invoices

Background

Previously, the supplier on an incoming supplier invoice would default to the last (most recently created) supplier with a contact whose email address matched the email address on the incoming email.

The problem is that this caused an issue where invoices were being sent from multiple different/unrelated suppliers from the same email address.

What the change means

This change means that where there are multiple active suppliers with the same email address - we will not default the supplier at all - it will only default now if there is a single active supplier whose email address matches the incoming email address.