3.0.4
September 26, 2023
New Features! See here for an overview – https://www.loom.com/share/449e89e7d1214ae8ae5e873479947ee5
- New Timecard: “Daily Third Party”
- On the contract job, we added a new time collection method called “Daily Third Party”. This allows the user to allocate totals to specific items on each day worked.
- There is also a new field (specific to this timecard type) called “Timecard Dependency”, which allows you to select which timecard the contractor is going to use to enter their daily time:
- Clock-in Clock-out
- Daily Timecard (daily totals)
- Detailed Clock-in Clock-out (overnight)
- PBI Attribute: “Use Quantities as Hours”
- Under Settings > Pay Bill Items, when you select a specific item (e.g. Regular Time) there is a new attribute that allows the user to allocate time worked to these items.
- Ability to manage file upload section on the timecard page: Allow and/or Require
- Currently on timecards, if an expense is included on the timecard, there is a section where users can upload documents to the timecard.
- Now, that option can be managed from the contract job page to either allow files to be uploaded to timecards and also manage the option to require them.
- On a related note, on the Invoice Settings page, there is an option to include documents on the invoice PDF and/or include an attached timecard to the invoice PDF.
- Files uploaded for expenses and files uploaded with the Bulk timecard will always be displayed on the invoice PDF.
- Outside of this, files will be included on the PDF if the job has “Allow Doc Upload” = true and if the invoice settings are set to include files on the invoice PDF.
Resolved Issues
- Blackout Dates:
- Fixed an issue where the Blackout Dates feature (Settings > Global Lists > Blackout Dates) did not prevent users from entering time on specified dates.
- Contractors page:
- Fixed an issue where custom fields were not displayed on the Contractors page (People > Contractors > click Columns) or on the CSV download (Actions > Download as CSV).