June 2025 Updates
π Timelog Group Endpoint - Introduced a new endpoint to fetch grouped timelog.
π User & Team Filtering in Shifts - GET User Shifts API now supports multiple user_uid
and team_uid
filters.
π Quotes now has accepted_date
and converted_date
for better visibility of when the Quote was accepted and converted to Invoice.
π Invoices now have invoice_title
to allow custom labeling of Invoices.
π New payment_date_dt
field added to payment transaction for more precise filtering.
π Push Notifications for Request Comments- Enabled push alerts when comments are added to Requests in the Customer Portal.
π Notes Visibility Flag - Added visible_to_fe in notes schema to ensure customer-added notes can be displayed to field executives.
π Custom Fields in Reports - User custom fields now supported in Timesheet custom reports.
πProject master reports now has improved filtering for TL/FE roles.
β AR Aging Support for Custom Fields - Custom fields are now included in Accounts Receivable aging reports.
β Quick Filters: Updated quick filters to include ONLY_ME
options.
β Recurring Jobs - Added additional filters in recurring job listing page for better control and search.
β Invoice/Quote Reminders in Bulk Actions - Bulk reminder logic improved to better target relevant Quotes/Invoices.
β Non-job Events in Timezone-Aware Report - Reporting now includes timezone-correct data for non-job events.