2025.07: In-App Notifications, Create User Updates, Default NTE

Features:     

In-App Notifications (US-7546): A new bell icon has made an appearance in the top right corner of the app. Click this icon to view any notifications that have been sent to you in the last 30 days. You can look at all of your notifications, or just look at your unread notification list. You will only receive an in-app notification if you are set to receive the email notification as well.

These notifications can be clicked on to bring you directly to where the notification references, the same way the email notification does.

Mark your notifications as read or unread by clicking the blue indicator in the top right corner. Your notifications will automatically be marked as read when you click on the notification or open the app from the email notification that you also receive.

Give Permissions/Role during User Creation (US-8145): Adding Permissions to a user after creation was not the most pleasant experience, so we created a way to easily set a role or permissions while creating a user. We grouped up permissions into 5 different categories so that your newly created users can access what you set for them.

A role will allow you to be more specific with access to certain features within the app and can be updated to alter users permissions simultaneously.

Pre-filling NTE on Purchase Order Creation (US-8068): The NTE field in a Purchase Order will now automatically be empty instead of pre-filling with $0, unless you have a Default NTE set. This means that you will have to enter a value into the NTE field in order to create the Purchase Order.

Remove Start Date/Time from Create / Edit / Task Lists (US-7856): With our recent updates to Tasks, we've also updated the lists to accurately reflect the task fields. We've renamed 'Target Start Date/Time' to 'Date', and removed the 'Start Date/Time' column.

Bug Fixes:     

PO PDF drops Scope of Work text (US-4927): The PO PDF is no longer dropping text from the scope.

Wrong docs selected in confirmation modal when sharing with Vendor from Preview with multiple docs selected in list (US-8104): Fixed a bug that was incorrectly displaying the selected documents on the confirmation modal, the correct documents were being shared once confirmed.

Convert to Client Invoice Error (US-8176): We fixed a bug that was causing converting to a Client Invoice to not work because a user was selected as the Bill To.

Download button in Invoice Preview not downloading when selected (US-8189): The button to download the Invoice was not allowing the user to download when selected.

Inviting vendors was not properly creating the user (US-8233): We fixed a bug that was not creating the admin user when sending the invitation.

Errors in console when clicking in an old modal from a new modal (US-8234): We fixed a bug that was causing background errors and slowing down the sharing of a note.

Users no longer able to copy from read-only "View Item Description" window (US-8238): We fixed a bug that was making the text in the Item Description not able to be selected once a Proposal/Invoice was submitted.

Wrong Invoice # on Client Invoice PDF (US-8178): We fixed a bug that was causing the Invoice # to not align on the PDF when downloading.