theBOSSapp Updates 22/05/26

Features

Forms

• Form Builder Tree View: The form builder now includes a new Tree View mode, providing a structured overview of form fields with drag-and-drop for easy reordering:

User Experience

• Organisation Quick Search: Users with access to multiple organisations can now search for organisations directly from the profile menu:

Equipment & Projects

• Shared Equipment Across Organisations: Equipment can now be shared across organisations within a group. Shared equipment is clearly labelled and can now also be linked to projects and test request worksheets, making it easier for multiple entities to work with centrally managed equipment.

Improvements

Payroll

• Weekend Standard Hours: Weekend hours are now correctly included in standard hour calculations for applicable award structures.
• Leave Request Validation: Leave requests can no longer exceed the employee’s scheduled hours for a given day.

HR

• Competency Fields Optional: The “Date User Made Competent” and other required fields for staff competencies are now optional when initially adding them to a staff member. These fields must still be completed before the competency can be sent for approval.

Projects & Tenders

• Automatic Job Folder Renaming: Project document folders now automatically update when a project’s name, prefix or number changes, keeping folder structures aligned with project records.

Finance

• Deleted Branch Labels in Profit & Loss: Deleted branches now appear with a (Deleted) label in Profit & Loss branch selection views, improving visibility for historical reporting.
• Budget Lock Cleanup: Unlocked budget locks are now automatically removed when a branch is deleted, while locked historical periods remain preserved.

Equipment

• Integrated Equipment Visibility: Purchase orders now correctly display all integrated equipment available across the organisation group when selecting equipment items.

Budgets & Reporting

• Allowances in Budget Components: Staff role allowances are now included alongside timesheets in budget breakdown views, providing a more complete view of labour costs.

Bug Fixes

Equipment

• Fixed an issue where upcoming and overdue equipment calibrations from shared organisations were not appearing on dashboards.
• Fixed an issue where equipment type filters were not loading equipment types from shared organisations.

Profit & Loss Reporting

• Fixed an issue where spending accounts were excluded from Actual Cost of Sales figures in the split Profit & Loss table.
• Fixed an issue where add-back accounts were incorrectly appearing in revenue totals.

Integrations

• Reduced issues affecting the Outlook add-in communicating with Microsoft servers.
• Fixed an issue where Xero purchase credit notes ignored line-item tax type overrides during syncing.

Worksheets & Documents

• Fixed an issue where branches from shared organisations were not loading correctly on test request worksheets.
• Increased the timeout limit for test worksheet PDF conversions to improve reliability of report generation for large or complex worksheets.