April 2024
Diary improvements for sub-resources, new report filters, and cost type filtering on documents.
Highlights
Sub-Resource Display in Diary
When you select a parent resource in the diary, events booked against its sub-resources are now displayed alongside it. This makes it easier to see full availability across resource groups without checking each sub-resource individually.
Report Filtering Improvements
The events by team report now includes a status change filter, so you can see which events changed status within a given period. You can also filter by custom field dates, making it easier to report on events by criteria specific to your workflow.
Cost Type Filtering on Documents
You can now filter costs by cost type when building documents. This lets you include or exclude specific cost categories from quotes, invoices, and other client-facing documents.
Other Improvements
- “Vatable” terminology replaced with “Taxable” across the platform