theBOSSapp Updates 06/11/24

Features

Documentation Search Bar

You can now search the BOSS documentation directly within theBOSSapp. To access it, click the ‘?’ icon in the top right corner near your profile button.

Type in any topic and relevant results from the documentation website will be displayed.


Job & Project Budgeting

Projects and jobs will now display budgeting information and will be flagged as over budget if the sum of all deliverables or the value of all time spent exceeds the respective Budget/Contract Values.

As before, when setting up external projects, it is mandatory to enter a Budget/Contract Value (previously called Estimated Value) on the Details tab of your project or job.

For more details, including how the budget, effort and actual values are calculated, please click here.


Quick Organisation Switching

If you are a member of multiple organisations in BOSS, you can now quickly switch between the last three organisations that you used by clicking your profile picture in the top-right corner and then selecting a ‘recent organisation’ from the list.


Improvements

  • Projects: Reduced the time required to save projects with mandatory project values.
  • Inter Entity Invoicing: When viewing an inter-entity invoice, all client contacts will now be pulled from the project instead of the client organisation.
  • Dashboard: Changed ‘Invoice not requested’ status to ‘Draft Invoice’.

Bug Fixes

  • Outlook Add-In: Fixed issue retrieving previous emails in the Outlook add-in.
  • SharePoint Integration: Fixed issue where job folders would not store in SharePoint if the name ended with certain characters.
  • Soil Testing: Fixed issue with uploading large external test requests.
  • Skills: Fixed issue preventing administrators from viewing performance reviews for former employees.
  • Inter Entity Invoicing: Fixed issue that prevented adding credit notes to inter-entity invoices.
  • Invoicing: Fixed an issue where the invoice list would break if associated with a confidential project that the user couldn’t access.
  • Xero Integration: The system now verifies that the supplier is linked with Xero before creating an inter-entity invoice.
  • Tenders: Fixed a 404 error when adding a new client name in the tenders form.
  • Timesheets: Fixed issue preventing default values from loading in timesheets.