September 2021 Updates
Invoices Bug fix – The invoices table now displays as expected when you have an invoice with no line items on it. New column added for Ex VAT on the invoices report. Projects When editing…
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System Updates
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July 2021 Updates
Quotes You can now copy quotes. There is a new field for notes when viewing the Quotes tab for a Client. Bug fix – When you set an Enquiry to “Closed – quote to be…
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June 2021 Updates
Time Log Bug fix – When adding a time log, sometimes you received an error to select a stage when you already have done. Invoices Changed the word “Emailed” to “Issued” on the new date…
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Extra May 2021 Updates
The following updates have been made recently: Quotes/Projects Added the “Max Length” option on the Title field so that you can’t add more text than the database will allow. On the Project stages tab, you…
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May 2021 Updates
The following updates were made this month: Files When you are viewing the client details page, the Files tab now also includes files that are assigned to that Client’s Enquiries. Projects Stage date reminders now…
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April 2021 Updates
We’ve made the following updates this month: FreshBooks Integration We have now been officially listed in the FreshBooks integrations section. We have updated the FreshBooks logo (at their request) in PlanMan. Invoices When adding manual…
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March 2021 Updates
We’ve made the following updates this month: Projects When you add URLs (web addresses) to project stage notes and project invoice notes, the system now automatically converts those web addresses into clickable links. When you…
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Sage Integration and Reporting Improvements
We have made improvements to the Sage integration and various reporting and user interface improvements. Sage Integration When you post an invoice to Sage, if the invoice has been paid, the payment is also posted…
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New Report Added For Time Reporting
We have added a new user time logged report, and squashed a couple of bugs. User Time Recording We have added a new report so you can see the time logged against project stages by…
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Integrations and Updates
We are pleased to announce that we have added integration with the Sage accounting package. For more information, read the kb article. The following updates were also made recently: Auto Logout We have extended the…
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Integrations and Time Recording Updates
We are pleased to announce more integrations to accounting packages. You can now integrate with the following accounts packages: Xero – read KB article FreshBooks – read KB article Time Recording Along with the integrations…
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Real time chat and notifications
We are super excited to announce real time chat and notifications! Project Chat You can now chat in real time to your colleagues using the new project chat. Each time you create a new project,…
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