2024.27: Search by Project Name, Management Fees, and More

Features:    

Search Project Name (US-7341): You can now search projects by the Project Name in the Project Search at the top nav bar in the app. 

My Work Filter: Region Update (US-7203): The 'My Work' button at the bottom of the Global Filter will now include all regions that are assigned to you. 

Work Orders, Projects, Invoices, Proposals will all be filtered when on the master lists to only show what is either assigned to you, or within a region that you are assigned to.

Management Fees (US-7220): We have added a feature that will allows agencies to set a management fee for their pushed vendors. This means that if you are managing your vendors for a client, you can set a base fee for their invoices. This can be set from the context menu of the Vendor Profile.

Fees can be set or deleted from the screen that opens when you select the 'Management Fees' option. This allows you to set the fee per client for the vendors.

Any fees that are set will be applied to invoices that the vendor submits directly to your client.