| Login & registration |
- Login
- Registration
- Forgot password
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- Multi-factor authentication - mid-April 2024
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| Settings |
- Organisation (excluding change timesheet first day of week)
- Client
- Job
- Lead
- Task
- Cost
- Staff
- Capacity
- G/L Accounts
- Collaboration Manager
- Custom Fields
- UK - Domestic Reverse Charge Tax (client specific override) - end of March 2024 ✅
- Personalise report logo & email personalisation - end of March 2024 early-April 2024 ✅
- Organisation settings: timesheet first day of week - end of March 2024 mid-April 2024 ✅
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- Notifications: default - end of April 2024 end of May 2024
- Notifications: custom - end of May 2024
- Data import phase 1 (clients, suppliers, contacts, costs, job costs) - end of April 2024 end of May 2024
- Data import phase 2 (custom fields, jobs, job tasks, job costs, timesheets) - end of June 2024
- Data export - Q3 2024
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| Standard print templates |
- Job
- Job brief
- Job activity
- Estimated billings
- Estimated billings by phase (folder)
- Timesheets
- Timesheet summary
- Receivables statement
- System default invoice
- System default quote
- System default purchase order
- Ability to export as a PDF
- Job financial summary - end of March 2024 ✅
- Ability to export as Word - end of March 2024 early-April 2024 ✅
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- Job deadline report - end of April 2024 end of May 2024
- Job status report - end of April 2024 end of May 2024
- Staff allocation report - end of April 2024 end of May 2024
- Ability export as Excel - end of April 2024 end of May 2024
|
| Custom print templates |
- Purchase order
- Invoice
- Invoice statement
- Job brief
- Quote
|
|
| Email |
- Quote
- Invoice
- Invoice statement
- Purchase order
- Ability to email documents that have been stored in WorkflowMax as attachments
|
- Email client contact from a job - mid April 2024 end April 2024
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| User/privileges |
- All existing user privileges
- Ability to invite certified advisors/implementation partners into your account
|
|
| Dashboard |
- My Productivity Summary
- My Tasks
- Quote History
- My Jobs
- Aged WIP
- Aged Debtors
- My Quotes
- Job Manager - Progress
|
- Revenue* - end of June 2024
- Profit* - end of June 2024
|
| Timer widget (Menu - top right) |
- All existing functionality
|
- Pause timesheets (duration mode only)* - Q3 2024
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| Global search (Menu - top right) |
|
- All existing functionality - mid-June 2024
- Ability to search/filter results* - mid-June 2024
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| Clients |
- All existing functionality excluding merge clients
- Ability to associate one contact with multiple clients
|
- Merge clients - end of May 2024
- Merge contacts* - end of May 2024
- Ability to create/save/load advanced filter views - end of May 2024
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| Suppliers |
- All existing functionality excluding print/export supplier information
|
- Print/export supplier information - Q3 2024
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| Leads |
- All existing functionality
|
|
| Quoting |
- All existing functionality
- Ability to use custom fields on a quote
- Ability to mark tasks as optional on a quote
|
- Variations/multiple accepted 'master' quotes* - Q4 2024
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| Job manager |
- All existing functionality excluding job/staff schedule and consolidated task list (Jobs > Tasks)
|
- Job/staff schedule - end of May 2024
- Ad-hoc jobs - end of April 2024 mid-May 2024
- Consolidated task list (Jobs > Tasks) - end of June 2024
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| Timesheets |
- All existing functionality excluding time credits
|
- Enter a time credit - April 2024 end of May 2024
- Ability to enter a weekly timesheet when using start/stop mode* - Q3 2024
- Ability to populate custom fields in weekly timesheet - Q3 2024
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| Invoicing |
- All existing functionality
|
|
| WIP ledger |
- All existing functionality excluding view WIP at a certain date
|
- View WIP at a certain date - mid-April 2024 mid-May 2024
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| Purchasing |
- All existing functionality Ability to track receipts and bills separately (improved workflow)
|
- Upload documents to a PO* - Q3 2024
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| Standard Reports |
- Aged Balance Report
- Billable Time Report
- Client Billing Report
- Client Revenue Report
- Job Billing Report
- Job Report
- Profit Report
- Staff Billing Report
- Sales Tax Report
- Job Financial Summary Report
- Monthly Job Profit Report
- Productivity Report
- Client Time Summary Report
- Client Time Detail Report
- Job Time Summary Report
- Job Time Detail Report
- Staff Time Summary Report
- Staff Time Detail Report
- Estimated Billings Report
|
Ability to export standard report as a PDF - end of May 2024
Report types:
- KPI Dashboard - mid-May 2024
- Productivity Dashboard - mid-May 2024
- Write On/Off - mid-May 2024
- Hours Analysis Report - mid-May 2024
- Aged WIP Report - mid-May 2024
- Job Cost Report - mid-May 2024
- Lost Earnings Report - mid-May 2024
- Non Invoiced Time Report - mid-May 2024
- Job WIP Balances Report - mid-May 2024
- WIP Control Report - mid-May 2024
- Staff Time Write Up Report - end of May 2024
|
| Custom Reports |
Table Report Layout
Report Types:
- Client & Contact
- Client Note
- Current Job
- Custom Client Rates
- Invoice
- Invoice (Cancelled)
- Invoice (Draft)
- Invoice Cost
- Invoice Phase
- Invoice Note
- Invoice Task
- Invoiced Time
- Job
- Job Allocation
- Job Cost
- Job Document
- Job Note
- Job Task
- Job Task Allocation
- Job To-do
- Lead
- Lead Activity
- Lead History
- Milestone
- Payment
- Purchase Order
- Purchase Order Cost
- Quote
- Quote Cost
- Quote Phase
- Quote Note
- Quote Option
- Quote Task
- Recurring Job
- Supplier & Contact
- Task Admin
- Time
- Time Productivity
- Write Offs (Payments)
- WIP ledger - end of March 2024 ✅
|
Bar chat report layout - mid-June 2024 Q4 2024
Pie chart report layout - mid-June 2024 Q4 2024
Monthly summary report layout - Q4 2024
Report types:
- Purchase receipt - end of April 2024 early June 2024
- Purchase receipt item - end of April 2024 early June 2024
- Work in Progress - end of April 2024 early June 2024
Ability to create/save/load advanced filter views - end of May 2024
Ability to export custom report as a PDF - end of May 2024
Ability export standard report as a XML - Q3 2024
|
| Collaboration Manager |
- Receive emails sent to account address
- Process email as notes and attachments as documents
- Automatically allocate to jobs/quotes
- Manually allocate to jobs/quotes/leads/clients
|
- Automatically allocate to leads - end of May 2024
|
| V1 Native Mobile App iPhone/Android |
|
- All functionality as per current WorkflowMax by Xero mobile app - beta end of May 2024
|
| Developer Portal |
- Create developer application
- Vend Client ID & Secret
- OAuth 2.0 code flow to authorise account access
|
|
| API |
- API V1 available to support existing integrations
|
- API V2 with extended/updated endpoints* - Q4 2024
|
| Migration tool |
- Refer to migrate guide for what data is migrated
|
|
| DMS - Google Drive |
- All functionality
- Search Google Drive - mid-April 2024 ✅
|
|
| DMS - Dropbox |
|
- All functionality - end of April 2024
|
| DMS - Box |
|
- All functionality - end of May 2024
|
| DMS - SuiteFiles |
|
- All functionality - end of June 2024
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| Integration - Xero |
- All functionality excluding timesheet export and invoice import
|
- Export timesheets to Payroll (AU) - end of May 2024
- Export timesheets to payroll (UK, NZ)* - Q3 2024
- Initial contact sync - end of June 2024
- Premium: Import invoices - mid-May 2024
|
| Integration - HubSpot |
|
- All functionality as per current HubSpot integration - Q3 2024
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