Changing the source language in the order info page will now require a role:

Can change the source language in orders

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When editing a language, a notification will alert the user to the potential need to revise rates and assignments based on the new language.

A new option has been added to customer profiles: “Requires purchase order for invoicing”

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If enabled, this information will be displayed in the Customer billing statement generator and Customer billing statements pages to indicate this information.

If a purchase order is required and hasn’t been provided, the Customer billing statements Items/Full view and Customer billing statement generator page will mark the Purchase order field red:

The range options were grouped into a single icon across the system.

Additionally, clicking on “Range options” will also open the Change range page.

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A new column was added to the Monthly resource report approval status and Wage reports pages: Invoice upload date.

This column will display the date of the last invoice uploaded for that report.

The Task types page can be made accessible from the Manager menu using the new role:

Can access the Task types page from the Manager menu

A new role was added to show the “Customer price billing description” column in the Resource report generator page:

Can see the “Customer price billing description” column in the resource report generator

Sales/Manager > Watch folder files

Multiple fields and buttons in the Watch folder files page were reworded.

The columns were also reorganized to improve usability.

The option to add surcharges within the bulk actions were expanded to also include which task, step or product the surcharge should be added to.

A new role was added to limit who can create customers in the system:

Limit customer creation

Bulk actions button is now disabled for users without the role: Can edit orders.

Added a button to test the current authentication manner to Administrator > Web administrator > Configuration > Security.

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The same test is also available in the Resource info page.

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Negative percentages can now be added manually to customer and supplier surcharges.

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When a file is made available in another order, the corresponding task can be completed normally.

New fields were added to the File information page to keep track of the source of the file.

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Duration is now available as a criteria within the range options:

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Required role: Manager

When adding a product, it is now possible to select its position within the flow.

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When using 2-Factor Authentication, the authentication methods that were not setup by the user will appear as disabled.

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All pages now have the expand columns, clear all filters and refresh buttons at the bottom.

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“Connected resources”, “Connected teams” and “Used in templates” columns now indicate how many items are included in the list.

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When a file is made available in another order, the corresponding task can be completed normally.

New fields were added to the File information page to keep track of the source of the file.

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It is now possible to select “None” as an option in the “Previous task” column.

Tasks with “None” as previous task will not have any requirements to get started.

When choosing “None” as previous task, a blue alert will be shown stating that no Toolkit project will be inherited.

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This option was also added to Bulk actions > Tasks > Previous task update

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Fixed an issue that would only import the project of the first selected language in correction orders with multiple languages.

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In orders with unit reporting, the icon will now turn green when all units have been reported.

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Added a new loading indicator selector and five colors to choose from under Administrator > Web administrator > Configuration > Appearance tab:

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Under Finance > Billing > Resource report generator, there is now the “Supplier duration for billing” and the “Supplier duration in minutes for billing”, which will display the duration being used for the billing of tasks.

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Also under Resource report generator (Finance), the “Duration” and “Duration in minutes” columns are now showing the order’s duration and not supplier duration.

Under My menu > Resource report generator and Finance > Billing > Resource report generator, the “Units reported for billing”, “Duration” and “Duration in minutes” columns now shows the value being used to calculate the task.

Under Sales dashboard > Tasks tab, the size of the assignment dropdown menus has been increased.

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A new section has been added to the Automated file distribution (both Email or FTP/S3) to notify a user if an automated distribution fails.

To learn more about this functionality and how to set it up, please check the corresponding section in our Automated file distribution manual.

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It is now possible to copy a resource’s properties to multiple resources at once.

This can can be done from either Administrator > Web administrator > Logins or from Manager > Rolodex tables > Resources, using the copy functionality and the “Duplicate user’s properties” option:

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From Administrator > Web administrator > Name conventions

The “Purchase order” and “Internal purchase order” fields, available in the order info and billing related pages, have been added to the Name conventions:

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The realtime-specific date names have been added to the Name conventions.

These can be customized from Administrator > Web administrator > Name conventions.

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A new field has been added to orders: Production type

This is a preset list that can be edited from Administrator > Tables > Production type.

A column for this new new field is also available in the Sales dashboard > Orders tab.

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A new field has been added to orders: Genre

This is a multiselect field selectable from a preset list that can be edited from Administrator > Tables > Genres.

A column for this new new field is also available in the Sales dashboard > Orders tab.

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The already existing “Content type” field has been expanded. Now it can be found at both the customer level, as well as global.

The global selection can be edited from Administrator > Tables > Content type.

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button to test the current authentication manner to Administrator > Web administrator > Configuration > Security.

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The same test is also available in the Resource info page.

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