Hi there, here's a look at official release 3.2!

Add Notes to an Invoice Batch 📝

When batching invoices, notes can now be added that will be on every invoice in the batch!

Approver Info Added to Invoice Documents ✅

You can now see approval information on an invoice when it is generated!

This will require a change to your document templates - we'll be reaching out to organization owners to help get this configured.

Other Improvements

• The status of the vendor invoice will be shown on the expense lines!
• When a job in the "Requested" status gets a PO issued to it, the status of the job will now change to "Open"
• In the AP Credit Notes table, the "Amount" header is now labelled "Total Amount"
• There is now a button to archive charge codes

Bug Fixes

• Fixed a bug that allowed dates in the wrong order when generating reports
• Fixed a bug that let user allocate a 0 amount to an invoice
• Fixed a bug where the Month or Year could not be selected when dropping accruals
• Fixed a bug that caused organizations to show the wrong domain

Hi there,

We're going to be keeping track of our releases with regular notes - here's a look at our first official release, 3.1!

Ability to See Archived Jobs 🗑

When looking at the Jobs table, there is now an option at the top right to show archived jobs! You can also view any archived records within a job too (charges, expenses, invoices, etc).

We'll be rolling this functionality out to other tables across Base in the coming weeks.

Credit Notes are Now Editable from the Table 📝

Credit notes can now be edited using the edit button found in the table row

Other Improvements

Adding 0'd out lines to an invoice

• Users can now include 0'd out lines in an invoice for more context.

Job Profitability Improvement

• Job profitability within the job will now include dropped accruals

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! 💡💬

Updated certain tables to make them sortable and filterable by most columns:

• Tax rate
• Dropped Accruals
• Companies
• Chart of Accounts

Bug Fixes

• Fixed a bug that caused the client contact not to pull into a quote after editing it
• Fixed a bug to show a better error when trying to push an AP invoice to Xero when the company is archived
• Fixed a bug where the lines in a duplicated job would not be in the same order or not duplicated at all.
• Fixed a bug that prevented users from relating an expense to a transaction after the invoice had been added
• Fixed the bug where users could not filter certain tables or create batches
• Fixed the bug preventing users from creating a credit note. Errors thrown will also be more clear when creating them.
• Fixed a rounding issue preventing users from allocating to invoices

Hey there,

Job Status Automations have been updated 🙌.

Now, your job status will update on the following triggers:

• On invoice approval your job will go to the last approval job status*

• On invoice submission your job will go to the first completed job status**

• On charge creation your job will go back to the first active job status

We hope this makes it easier for y'all to track the status of your jobs between departments!

* if all other invoices are in an approved or completed status, and all other charges are on an invoice

** if all other invoices are in a completed status, and all other charges are on an invoice