June 2025 Updates
๐ Timelog Group Endpoint - Introduced a new endpoint to fetch grouped timelog.
๐ User & Team Filtering in Shifts - GET User Shifts API now supports multiple user_uid and team_uid filters.
๐ Quotes now has accepted_date and converted_date for better visibility of when the Quote was accepted and converted to Invoice.
๐ Invoices now have invoice_title to allow custom labeling of Invoices.
๐ New payment_date_dt field added to payment transaction for more precise filtering.
๐ Push Notifications for Request Comments- Enabled push alerts when comments are added to Requests in the Customer Portal.
๐ Notes Visibility Flag - Added visible_to_fe in notes schema to ensure customer-added notes can be displayed to field executives.
๐ Custom Fields in Reports - User custom fields now supported in Timesheet custom reports.
๐Project master reports now has improved filtering for TL/FE roles.
โญ AR Aging Support for Custom Fields - Custom fields are now included in Accounts Receivable aging reports.
โญ Quick Filters: Updated quick filters to include ONLY_ME options.
โญ Recurring Jobs - Added additional filters in recurring job listing page for better control and search.
โญ Invoice/Quote Reminders in Bulk Actions - Bulk reminder logic improved to better target relevant Quotes/Invoices.
โญ Non-job Events in Timezone-Aware Report - Reporting now includes timezone-correct data for non-job events.