What’s new in version 25.02
We’re releasing a new shared report to help accounts keep track of retainage. Billable Items are also getting custom categories and we’re making it easier to identify users by role. Read on for details.
Questions about our latest updates? Contact our support team.
Report Center
A new report is available in the Report Center for accounts using our latest invoice type.
The Retainage Report provides visibility into the holdback activity in your account. Quickly identify the date and invoice the holdback took place, the amount held back and the invoice number and date it was released.
Billable Items
Accounts needing additional categorizations for their Billable Items will have a new field available when editing, or creating a new Billable Item: Category.
This is a free text field that will store the category when saving the Billable Item. We’ve also included a filter on the Billable Items page to quickly locate your items by category.
Users
On the Master Data > Users page, the Role filter is now multi-select, making it easier to identify users with more than one role. We’ve also surfaced the Role column on the listing page.
