Beta Release 4.5.0.x

Scheduled Release - 15 Mar 2021

• Δ Reminder SendGrid Authentication Upgrade - If using our default MailSettings, note that Twilio SendGrid has updated their authentication method, and this must be upgraded by December 9th, 2020 January 20th, 2021 March 24th, 2021 in order to ensure uninterrupted service.
  All AWS Workbench installations will be upgraded as part of our hosting service, However, dealer and on-premise based installations will be the responsibility of the respective party.
  Refer detail in Release Note 4.4.36.

New Features

Daily Diary - Copy

A copy feature is introduced that is anticipated to support the crew scenario with a more flexible approach.

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A. The copy picker displays Daysheets that may be copied.
B. The copy-able list of daysheet are based on their ‘Can Copy’ flag. This flag is system-wide for the Daysheet so once ticked it is listed for all users.
C. The Copy button will copy the selected daysheet into the current daysheet, and it:

copies entries from Dockets, Timesheets, Plant, and Stock
copies Output only if this daysheet header job is associated to the output schedule
does not copy File Attachments, Extension Columns, and Datasheets
replaces all source tab dates with this daysheet date
replaces all source tab jobs with this daysheet header job if specified
if source activity is valid in this daysheet header job then leave as is else clear
if source work centre is valid in this daysheet header job then leave as is else clear

D. Clears the ‘Can Copy’ flag of the selected daysheet so that it no longer lists as a copy-able daysheet.

Feature Revisions

Billing

• Bulk Send Final Invoices - The email mechanism for bulk send is reverted to the configured SMTP process even when Office365 is enabled as it is does not work well for bulk sending. If enabled, Office365 will be the authentication mechanism and used for single email sending. The default SMTP is Twilio SendGrid.

Daily Diary

• Daysheet - An issue defaulting the Activity and Work Centre on the Timesheet tab is rectified.

Subcontractor Portal

• Daysheet Entry - import support is available for the subcontractor user on Daysheet Entry.

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A. The Import button on the Daysheet Entry of the Subcontractor Portal opens the Import popup for the designated company of the logged in user.
B. Clicking the Template button provides an Excel format template for the file import. The format supports a Date column to allow import of daysheets over multiple days.
C. Once the data file is ready it may be selected through the Import File control or by dragging the file onto the Choose button.
D. Once the file is specified click Upload and the file will be verified and . When uploaded the uploaded data will display on the respective respectively dated daysheet.

Integration

Upvise

• Timesheets - Added fields for Breaks, Ref 1, and Ref 2.

• Plant Issues - Added fields for Ref 1, and Ref 2.

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