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Update 3.25.0

Update 3.25.0

We’re excited to announce version 3.25.0 of the web and mobile apps.

Please see the full release notes for version 3.25.0 below:

Web App 3.25.0

 

New 'View Users' Permission

We've added a new role permission called 'View Users'. This multi-role permission controls whether the user is allowed to view certain user profiles. Users who have this permission will have full access to the Staff > Manage Users page, but they will only be able to view profiles for any of the roles they have permission to view. 

Rounding Options for 'Working Hours' Feature

We've added some more options to our new 'Working Hours' feature which we released in version 3.24.0. Instead of just flagging the time cards which have logged time outside of the working hours schedule for the user, these new options can enable the time card to automatically round the user's start or end time to the scheduled working hours within a certain time buffer.

For example, with a 'Clock In Buffer' of 15 minutes enabled and a scheduled start time of 7 am in the working hours permission, the time card will round the user's start time for the shift to 7 am as long as they clock in anywhere between 6:45-7 am. If the user clocks in before the 'Clock In Buffer' period (6:45 am), it will still tag the user's time card but it won't round the time to the scheduled start time (7 am).

The 'Clock Out Buffer' works the exact same way for the clock out and end time of the time card.

Additional Invoice Upload Options for QBO Integration

We've added some more controls to invoice uploads for QBO-connected accounts. When uploading a payable invoice using the invoice upload slider in Ontraccr:

1. There is a new 'Purchase Account' option which allows the user to select the QBO purchase account they want to sync the invoice to.

2. There is also a new 'Type' option which allows the user to select whether the invoice record should sync into QBO as an 'Expense' or 'Bill' type.

Introducing the 'Info Bar' for Forms

We've added a new 'Info Bar' option to form templates, which will show users additional information and context about the form whenever the form is assigned to them. For example, this is very useful for form triggers since the info bar will show them which original form triggered their assigned form and will also show them a shortcut to view the data in the original form easily.

The Info Bar must be enabled in the form template settings by enabling the 'Show Info Bar' checkbox in the 'Details' section of the form template.

Auto-Submit Setting for 'Create Time' Workflow Step

We've added a new setting to the 'Create Time Entries' workflow step, which can auto-submit the time entries immediately upon the form's submission. This eliminates the need for user to submit time cards separately after submitting their time entries via a form. Simply click the 'Auto Submit' checkbox on the 'Create Time Entries' workflow step to activate the auto-submission setting within the workflow.

New 'Add Entry' Button for Time Entries

We've added a new 'Add' button to the Time Cards pages to make it easier to add an entry for a user in the web app.

Web App Improvements & Fixes

  • We've added a new timestamp to the Time Card 'Timeline' to show an event whenever a time card is created via a form workflow.
  • Custom tables can now be configured using the 'conditional logic' setting within template fields. 
  • We've pushed out a number of performance improvements to the Sage 100 Contractor integration to improve syncing performance across the board.
  • Fixed an issue where the 'unphased' phase auto-selection wasn't working properly in time card manual entries when selecting projects with no phases.

Mobile App 3.25.0

 

New 'Info Bar' for Forms

We've added a new 'Info Bar' option to form templates, which will show users additional information and context about the form whenever the form is assigned to them. For example, this is very useful for form triggers since the info bar will show them which original form triggered their assigned form and will also show them a shortcut to view the data in the original form easily.


Mobile App Improvements & Fixes

  • Fixed an issue where the material table field wasn't accepting numbers with the format X.0X in the 'quantity' column.
  • Fixed an issue where time cards showed fractions of a minute in certain scenarios.
  • Fixed an issue where editing a time card in the mobile app would clear the cost code during the edit in certain scenarios.
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