February 2025
Cost group descriptions, calendar subscription improvements, and expanded document builder options for resources and job sheets.
Highlights
Cost Group Descriptions
Cost groups now have an optional description field. This lets you add explanatory text, terms, or notes to each section of a quote or cost breakdown, providing more context for clients reviewing proposals.
Calendar Event Descriptions
Diary subscriptions now include the event description in the calendar entry. When you subscribe to your EventWorks diary from Outlook, Google Calendar, or Apple Calendar, each event now carries its description through to your calendar app.
Resource Display on Documents and POs
The document builder and purchase orders now support showing individual resources against cost lines. This gives suppliers the item-level detail they need on POs, and lets you show clients exactly which resources are allocated to each cost.
Other Improvements
- Tags can be added when creating accounts from the contacts modal
- Resource SKU option added to job sheets
- Summary display option added to quotes with tabs
- Invoice address field included in contact imports
- Total cost, commission receivable, and commission payable fields added to reports
- Discount display added to the cost table
- Job sheet notes available in the document builder
- Costs with zero quantity are now hidden from documents