November 30, 2020 Release

New features, platform improvements, and bug fixes.

> Studio Designer
Version 2.4.9 – Release November 2020

  • New & Improved:
    • Users should now be able to receive notifications when their clients Approve or Reject a Proposal or Invoice.
    • Added more settings for Interactive Documents based on the Report Default section that can be found under Settings --> My Company.
      • See details below.
    • New fields were added to the report builder Budget +/- purchase.
    • Tweaked the default settings for newly created time billing/activity entries.
    • Payscape is now Payroc, we updated all the wordings in Setting and Address.
  • Bug Fixes & Rapid Resolutions:
    • When users create a new item and select a room, it will auto generate the item # and component based on the highest item # in that room.
    • Users are now able to print their Time Billing Invoices.
    • The Pay To functionality with Order Payments so you can input any Vendor in the Pay To section now works as expected.
    • Cloning Time Billing and Activities entries now work as expected.
    • Non-admin accounts now have permission to create rooms and room lists. 
    • Tear sheets now load when clicked.
    • Users are disabled from moving general ledger transactions that are not within the timeframe of their start and end date.
    • Time tracker in activities is now working as expected.

> Studio Capture (Safari / Chrome):
Version 1.9.23 – Release November 2020

  • Bug Fixes:
    • Room lists now load fully.
    • CSS issues with certain vendor websites have been resolved.

> Client Portal:
Version 2.1.5 – Release November 2020

  • New & Improved:
    • You decide where you want to have your logo on your invoice. Several settings based on the Report Default section that can be found under Settings --> My Company are now implemented.
      • See details below.
    • Users should now be able to receive notifications when their clients Approve, Reject, Like, Dislike a Proposal or Invoice.

> Mobile App: (iOS / Android):
Version 1.15 – Release November 2020

  • Bug Fixes:
    • When using the mobile App, designers are now able to save Time Billing entries start and end time as well as auto populate the client and employee rate when creating a new Time Billing entry.
    • Time rates are now populating client rate
    • Users can now access the Knowledge Base from a mobile device.

 

>> More Details: Updated Settings and Filters within Interactive Documents and Client Portal

  • All Documents:
    • Client Mailing Address
    • Quantity
    • Unit
    • Options in My Company Settings Tab Report Defaults (Will depend on the Settings if shown or not):
      • Header from My Company
      • Footer from My Company
      • Address Alignment
      • Logo Alignment
  • Proposals:
    • Sort by Room and Items
    • Shows Image
    • Shows Item Description and Client Description
    • Options in My Company Settings Tab Report Defaults (Will depend on the Settings if shown or not):
      • Print First Component Only
      • Show the Item # and Component
      • Show Selling Markup
      • Show Other Costs for Each Item
      • Show Room Totals
      • Show Client ID
      • Hide Sales Tax and Other Cost Totals
      • Print a “T” Next to Taxable Items
      • Show Unit Price
      • Show Currency Symbol
      • Hide Date Printed
      • Proposal Text
      • MarkUp Text
  • Invoices
    • Sort by Room and Items
    • Options in My Company Settings Tab Report Defaults (Will depend on the Settings if shown or not):
      • Print First Component Only
      • Show the Item # and Component
      • Show Selling Markup
      • Show Other Costs for Each Item
      • Show Room Totals
      • Show Client ID
      • Hide Sales Tax and Other Cost Totals
      • Print a “T” Next to Taxable Items
      • Show Unit Price
      • Show Currency Symbol
      • Hide Date Printed
      • Invoice Text
      • MarkUp Text
  • Time Billing Invoices
    • Sort by Date
    • Time Invoice Text