theBOSSapp Updates 11/07/25

Features

• Chart of Accounts:
  • Users in child organisations can now create, update, and delete accounts.
  • Added an “Add Back” flag for accounts, allowing certain items to be included in financial metrics like EBITDA.
  • Added automatic syncing from parent to child organisations, with edit restrictions at the parent level.
• Consolidated Budgets: Introduced a dedicated UI and routing for managing consolidated branch budgets.
• EBITDA: Introduced EBITDA calculations and variance tracking in budget reports.
• Equipment: “Loaned in” equipment can now be included in calibration worksheets.
• GST: Added a GST amount field to purchase order items and reflected it in the purchase order template.
• Journals: Enhanced Xero integration to automatically create journal lines in theBOSSapp when journals are synced.

Improvements

• Accounts Sync (Xero):
  • Prevents duplicate accounts when codes already exist in Xero.
  • For clients without an ABN, the system will now leave the accounts email field blank to ensure smoother syncing with Xero.
• Budget Reports:
  • Renamed “Net Profit” to “Earnings” for clearer terminology.
  • Reports now use EBITDA as the main profit measure and sections are reordered accordingly.
• Branch Budgets:
  • Added a loading overlay and refined revenue mapping.
  • Only relevant account types (Cost of Sales, OpEx, Capex) now appear in tables.
• Deliverables:
  • Improved error message display, especially for over-estimate issues, with structured clickable feedback.
• Documents & Worksheets:
  • Test worksheets now show “No Document Found” when missing.
  • Documents are now optional on test worksheets.
• Expense Claims:
  • Staff expenses now appear in Profit & Loss based on paid date, not creation date.
  • Overview now shows account details, improved styling and better PDF rendering.
• Invoices: Will now fetch purchase order from the linked project.
• UI / Modals:
  • Adjusted layout for the Add/Edit Chart of Accounts modal for better usability.

Bug Fixes

Revenue Calculation: Fixed an issue where branch actual revenue wasn’t calculating correctly because some request settings weren’t being handled properly.

Branch Budgets: Fixed a bug where subcontractor markup percentages were not displaying in item details.

Budget Table: Resolved a bug where the sum of amounts was incorrect due to improper handling of negative values.

Consolidated Budgets:

Fixed an issue where some budget items weren’t displaying due to an inner join with Chart of Accounts.

Corrected cent-to-dollar conversion issues in consolidated amounts.

Ensured budget data stays consistent across the system by applying organisation-wide settings to budget queries.

Fixed grouping and sorting logic in the consolidated budget table.

Resolved an issue where “Add All” didn’t select all child orgs in the consolidated budget component.

Deliverables: Changed quantity input fields from number to text type to avoid floating-point rounding errors.

Estimated Costs of Sales: Ensured pay schedules are retrieved without being filtered by organization.

GST Calculation: Fixed a bug by calculating GST per item rather than on the total purchase cost.

Revenue Budgets:

Fixed an issue where actual revenue data wasn’t being fetched due to incorrect URL building.

Resolved a bug in year-to-date revenue calculations that could break if account data was missing.