theBOSSapp Updates 25/07/25

Tabbed Deliverable Form:

Based on user feedback, you can now use the Tab key to move through fields in the new deliverable form making data entry quicker when using a desktop pc.

Improved Project Feedback Form:

The project feedback form will now come up even if no project contacts have been assigned.

You’ll be prompted to either select a contact from the client record or add a new one.

This makes it easier to remember to request feedback once a project is complete.

Direct File Uploads from Microsoft Services:

You can now upload files straight from Microsoft Outlook, no need to download and re-upload manually.

Features

• Loan Refinancing and Status: You can now refinance loans. Each loan has a status (active, refinanced, or paid off), and any refinanced loans are stored in a history log. Loans are now linked to purchases through a dedicated loan items table.
• Separate Loan Register: Loans now sit in their own register under Accounting, making it easier to see what’s outstanding.
• Capex Notifications: The Accounts team will now be notified whenever a new Capital Expenditure (CAPEX) item is added.
• Permission Groups:  A new permission group allows users to create and edit other permission groups.
• GST Free Clients: You can now mark clients as GST free, if applicable.
• Custom Jobs: A new ‘Delete All’ button lets you remove all fields from the form builder in one go.
• Deep Linking: When clicking a shared link, the system will now take you directly to the correct organisation associated with the link.
• Expense Claims: You can now download attachments from submitted expense claims.
• Purchases: The pricing table for purchases has been improved with new layout and features.
• Deliverables: The pricing section in the deliverables form has been updated for clarity and ease of use.

Improvements

• Loans: Only members of the Accounting department can now manage loans.
• Database Transactions: Important updates to loans and purchases now happen as a single transaction, helping keep the data clean and consistent.
• Worksheet Changes: Users now have 5 days to approve worksheets, up from the previous 2-day window.
• Reporting: Reporting number generation is now more reliable and less prone to errors.
• User Management: When an admin user is offboarded, their admin privileges are now automatically removed.
• Purchasing:
  • The system now calculates purchase totals based on a single total value instead of summing individual line items.
  • Rate type is now factored into purchase price calculations.

Bug Fixes

Organisation Switching: Fixed issues with switching between organisations.

Purchases: Resolved an issue where previously received purchases were incorrectly fetched.

Deliverables: Resolved an issue with the deliverable form.

Purchases: Fixed a bug that was causing purchase details to update incorrectly.

Equipment:

Fixed multiple bugs related to equipment management.

Corrected an issue where purchases with future expected delivery dates were not shown.

Resolved a problem with equipment tax settings.

Employment Hero Integration: Fixed issues related to syncing pay schedules and locations.

User Management:

Fixed a bug where users could change their own staff roles.

Resolved a bug that sometimes failed to retrieve the correct immutable user ID.

Xero Integration:

Fixed issues with processing Xero webhooks.

Fixed a bug in revenue and spending calculations affecting actuals.

Reporting & Revenue:

Fixed a bug in actual spending calculations.

Resolved an issue with group branch revenue reporting.

Corrected a bug with journal amount display.

Pricing: Fixed a bug where prices weren’t fetched correctly when editing unit-based fields.