2023.09: Share Doc, Tax Permissions

Created by Kenneth Abad, Modified on Tue, 12 Sep, 2023 at 1:38 PM by Kenneth Abad

Features: 


Share Document with Vendor (BN-929): Users will now have the ability to share a document to the Vendor in both Work Orders and Projects.


To share a document, you can use the context menu on the document or you can open the document preview and select the share button.

After a document has been shared, the columns will indicate who the document has been shared with.


Permission to edit taxable line items (BN-4714): We have locked the ability to alter the tax check box and taxes in the proposals/invoices. Permissions will allow users to change the tax amount and interact with the tax check box.


Bug Fixes:


Project Timeline bugs (BN-5132): We have fixed several bugs with the Project timeline.

  1. Fixed the Save button when creating a Task/Project/Milestone. The Save button will now have the Task/Project/Milestone appear on the timeline and close the modal.
  2. Connecting Tasks/Projects/Milestones on the timeline will no longer leave the guidelines. 
  3. We fixed a bug that was causing the timeline to need to be refreshed after connecting Tasks/Projects/Milestones in order to connect others.


Proposal/Invoice Submission/Approval/Rejection (BN-4626): We fixed a bug that allowed people to rapidly click the submit/approve/reject button on proposals/invoices and send multiple requests to the backend. Now the button will lock on the first click to allow the processing.

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