Release 3.7

Hi there, here's a look at official release 3.7!

New Dashboard! 📨

Users can now see outstanding charges or expenses, as well as open jobs!

We look forward to adding new information to this dashboard. The current information that can be found on this one includes:

• Active jobs by member
• Jobs opened
• Jobs Closed
• Charges and expenses
• Outstanding Charges and expenses
• Profit

All of these metrics can be adjusted to different time frames

Please note that if you need to retrieve documents from the old dashboard, a link can be found at the bottom left of the new dashboard

Easily Create Data with Bulk Importing!

Excel files can now be uploaded and mapped to import large amounts of data! This is currently available on the following tables, but we're open to making it available to more in the future:

• Companies
• Chart of Accounts
• Charge Codes

New Date Picker Component!

There are now quick options for picking due dates like 15, 30, 45, and 60 days from the current day!

View Record History!

Want to see who's made changes to your job? Record History now shows recent changes for almost every record!

This can be accessed by clicking the dropdown on any record/job/document within Base

Quickbooks Integration!

Need more accounting options? Base is now fully compatible with Quickbooks!

This can be set up by organization admins within the apps tab of the organization's settings

Toggle Invoice Due Dates to Shift on Approval!

Don't want your due dates being shifted after an invoice is approved? You can toggle it off in your organization's settings!

This feature is within our "General" tab that we've added to organization settings. We would love to expand it with other preferences, and are open to feedback.

Document Custom Field Connection

You can now pull custom fields into documents by filling out the "Field ID" field when creating a custom field, then adding that to your document (please note that we've temporarily disabled this feature due to an issue)

Custom Document Template Improvement

We have improved the default document templates to be more useful out-of-the-box by allowing organization admins to add and customize their banking information. This is managed in a new modal in the doc templates tab in org settings.

Other Improvements

• Job description now carries over when duplicating a job
• Charge codes now say whether they are Sales or Expenses
• The AP allocations modal now has pagination to show more records

UX Enhancements

We’re dedicated to creating a work management platform that people love, which is why we strive to constantly enhance your user experience. We value your feedback and ideas, and encourage you to share them with us to help shape the Base product roadmap! 💡💬

• Better filtering and sorting on AR Invoices Table
• Table filters are now validated instead of letting users submit blank filters

Bug Fixes

• Fix 504 errors that cause the system to crash
• Fix the 500 error when using the "is blank" filter on the AP tables
• Fix the issue where an AP credit note would be applied to an archived expenses
• Fix an issue causing an invited member not to be able to push accounting documents
• Fix an error when adding an existing custom field to a table in a different module
• Fix an issue causing permissions to reset when resetting your password
• Fix an issue where not all charge codes would display when editing a charge
• Fix 500 error when searching for companies with a specific number format

Base Goes Global (Public) 🚀

If you've made it this far thank you! Sincerely, from the bottom of our hearts.

The Digital Operating Solutions team is committed to you, our dedicated users. We have an incredible slate of features in store over the next 6-12 months. These last 8 months were spent refining our internal processes, bringing structure to our team, and putting the right people in the right places to drive value from all fronts! If you're an active Base user, we hope you're ready for some incredible features over the upcoming year.