Estimating Text Boxes
We've added some additional functionality to the text boxes behind estimates, the scope, other considerations and documents fields are now in RTF (Rich Text Format) allowing users some more control over formatting and some other functions. These fields should flow through onto existing template fields without any required changes.
Teams - Reports
We've added the ability to sort certain applicable reports by 'team', to allow a user to more easily select jobs that relate to certain teams, when producing applicable reports.
You'll notice another column in some of the report filters, that will list the associated team.
Allowing you to sort the list by team as well as other fields,
Claim By Cash Flow
We've added the ability to create your progress claim based on the cashflow for the job, to save on double entry if the cash flow is already created and agreed on with the client.
Users will be able to open their progress claim and hit the "populate from cashflow" button - Which will look at the cashflow for the month and populate the progress claim figures based on this.
There is an i (information) button next to the populate from cashflow button, this will open a window outlining what is listed in the cashflow, it will also have a comment to indicate the status of the line, showing a user whether they have enough in their claim to match the cash flow estimations.
This can be turned on via the system settings - System > Settings > Progress Claims tab - "Allow HC claim to be populated by cashflow"
Marking Items Delivered - Web
Users now have the ability to mark individual lines as delivered, through the web application, as well as the mobile -
Open any deliveries tab on the web and change quantity received as required, previously this was only editable on the mobile application.
Remove Contract From Subbie Portal ~ Sending Claims
For client utilising the subbie portal, once a subcontract has been fully claimed, a message will popup asking if they want to remove this contract from the portal. If a variation is added after this to the contract, the contract will be automatically added back into the portal.