Features:
Project Invoice Documents (US-7518): Project Invoices have received an update to allow documents to be attached and shared more easily.
The new Attached Documents section of the invoice will allow you to upload new documents, or attach documents within your project to the invoice.
Submitting the invoice with the documents attached will automatically share the documents to your client, and make the invoice no longer editable.
You can find more information on Invoices here.
Project Bulk Documents (US-7558): With the above changes to Project Invoices, we have also added the ability to share/archive/download multiple documents at the same time. This is the same functionality as Work Orders and is described in detail in the link below.
More information on Documents can be found here.
Project Budget Field (US-7614): A budget field has been added to Projects and can now be tracked. You can put in your, or your clients, budget to help keep track of where you are with your costs on completing the work.
The Project master list now has a column to also show budget. You're able to sort and filter by this column as expected.
Project Value Pretax (US-7581): Projects have had the details updated to now display the total costs before tax is calculated. These updated fields have also been changed for the project lists and other areas the fields are displayed.
Total is the full cost of the Project after tax.
Subtotal is the cost of the Project before tax.
Vendor Total is the full cost of your Vendors Purchase
Bug Fixes:
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