04/10/2024 

Mobile App Enhancements

The Mobile App has been updated to a single application built on Vue.js. (Previously we had separate applications for Timekeeping and Approvals). The User model has also been updated to work from BOS Tools - ie. new Users need to be created when migrating to the new App.

The new app is a Progressive Web App (PWA) which can be installed from the browser to run like a native application, similar to the way you could create a shortcut to the App before.

Tapping the home button (Logo), now navigates back to the Menu.

Light and Dark mode are now supported.

Timekeeping - You are now able to request and capture Signatures when you start or stop timekeeping on the mobile app. See General Setting > Mobile App > Capture Signature on Timekeeping Start and Stop.

Add Attachment - You are now able to attach or capture images and link them to the selected Transaction. Transactions in the Timekeeping list.

Navigate - this function, which opens Google Maps, has been updated to be more intuitive.

Approvals - The Total (inc) value has been added to the transaction list.

Enhancements

Custom Reports - A parameter (:SMID) has been added to allow Reports to filter on a SM Ticket. 

Production Planning - The following Actions have been added to the Job View:

• Set Tasks to Planned - Sets all the Tasks linked to the selected Job to the default Planned Status

• Set Tasks to New - Sets all the Tasks linked to the selected Job to the default New Status

• An Active option has been added to the Date filter on the Task View - This will displays tasks that have been tracked/timed in the selected date period.

Service Manager - Projects - The Total Hrs and Days are now displayed in the Project footer. The totals are updated when the Schedule is updated. The Total Hours has also been added to the Project Template edit form.

Work Shifts - The Work (hrs) are now displayed for each item in the shift as well as for the entire shift.

Tile Menu - A note is now generated on the Production Planning tile: example: 22 Jobs; 12 Late; 4 Today; 2 Next 7d

Production Planning - the following Transaction Settings were renamed:

• Integrate Task Management with Production Planning

• Integrate Material Management with Production Planning

Fixes

Fixed: The % Revenue was not working correctly on the Statement of Profit and Loss.

Fixed: A Status field has been added to the SM Projects Data Pipeline.

ALAP was removed from the Projects Batch Updates Constraint lookup. 

Fixed: The Account lookup used in General Settings was not prefixed by the Category, similar to other Account lookups. A containing filter has also been applied to the lookup.

Fixed: Progress Invoices from SM Components - the Invoice % was taken from the last Invoice, instead of from the last Invoice Item.

Fixed: The functionality to Save Grids was not working correctly on SM Project Templates.

Fixed: The Transaction Setting to set the Due/Req Date was not working when you copied to the Transaction.

Fixed: CAA - Accounts which only had WiP were not displayed until an accounting transaction had been linked to the Customer. The All Accounts filter now checks for any linked transaction, not just accounting transactions.

Fixed: The Next/Prev buttons on the Work Shifts edit form were working back to front. 

Fixed: The Compact Board View on Production Planning was truncating the card description.

Fixed: Production Planning - The Stage Action to Start  from Now was not respecting the Show/Hide New Tasks Setting.