January
New year, new challenges and releases on our product, your daily working tool! ๐
โ
New filters, new possibilities
๐งฉ As you might have many brands, we understand that getting information by brand is important for your stats, so we welcome the new Brand filter in your Project's and Finances > Sales tables
โน๏ธ Filtering projects by name can take a moment and as your accounting reports come, you might want to filter by Project reference on your Finances > Sales view
โญ Who still hasn't I paid to? Get an overview of the suppliers that do not have any invoice in you Finances > Purchases, Supplier view using the new pre-filter "Without invoices"
๐ข If you have many automatic references for your projects, you might like to filter by reference type in your main project's table
โ
New available settings:
๐ค Not just projects can have an automatic reference, introducing automatic references for your clients. Use it the same way as for your projects
Task management made easier:
๐ Get more information on your tasks. You can now track who created the task all over your task centre, projects, and clients and when creating or modifying a task
Calendar and projects:
๐ Many projects will stack up your calendar preventing you from getting a proper overview of upcoming projects. See them all on the newest calendar's weekly view
Making your catalogues more useful:
๐Link your sample steps with a destination and sub-destination and retrieve them more easily. (Further development and use case coming soon)
๐ Export your sample steps catalogue and get a deeper look into it. This export requires you to choose a language
๐จโ๐ป Statistics might be a base of your business, so we are introducing the supplier statistics export. Get the projects in which the supplier was used
Create and retrieve projects easily:
๐ ๏ธ Changing dates? Many dates? Change them all at once, with the new bulk changing dates view for your steps
โ๏ธ More info
๐ญ Add your descriptions while adding your product to your program. Choose your product and the desired description to be added as the step description.
โ๏ธ More info
โ
๐It is now possible to share a specific project, client or supplier file via the URL as well as bookmark it for further work on it
Newly available variables and settings for models:
๐ช New variables are available to delete a row or a column in your document's tables.
Ask our team in the support chat to inform you of the correct uses
๐คบ Display your activities in chronological order thanks to a new variable: $$activities.N$$ or $$days.N.activities.N$$
๐ Use the destination block and show all of your destinations slide when having a multidestination project
Showcase your projects in your Client Space:
๐ก Having a multidestination project? Display all of the destinations and dates on the Home page of your Client Space
Updates on our API:
๐ฉNew routes are available on our Public API: more info here
GET Destination
GET Subdestination
GET prices info
On the GET projects-steps existing route, we added the product names, quantity, sales and purchase price, excluding taxes sales and purchase price and if the product is an option.