Release 4.36.0

Release 4.36.0 brings several enhancements across various modules, including improvements to approval workflows, new dashboard features, and better settings organization. Additionally, internal development processes have been refined to improve efficiency and consistency.

Approval Workflows

Add review step type enum

Introduced support for different types of approval workflows, preparing for future enhancements.

Add support for contract reviews

Implemented logic for contract reviews, allowing users to manage contract approvals directly from the approvals view.

Add required contract approval setting

Introduced a setting to ensure costs cannot be approved for contracts without completed approval workflows.

Contract approval workflow with trigger amounts and multi-step reviews

Enabled multi-step approval workflows for contracts, allowing companies to enforce approval thresholds and block invoices until contracts are approved.

General Improvements

Fix purchase order duplicate reference number issue

Resolved an issue where duplicate reference numbers were causing approval failures, allowing users to regenerate reference numbers easily.

Improve company and project settings view

Reorganized settings into logical tabs, making it easier to navigate and configure company and project settings.

Fix minor UI issues

Addressed dropdown menu visibility issues in the portfolio timeline and RFQ bids views, improving user experience.

Invoicing

Add export xlsx to approvals view

Enabled exporting approval data to XLSX format, helping accountants remind team members to approve pending items.

Portfolio Dashboards

Create retention dashboard

Introduced a retention dashboard to provide centralized visibility of retention money across projects, helping finance teams track and manage retention releases effectively.

Projects

Create project settings

Established a foundation for supporting various project-related functionalities, including purchase order terms.

Add purchase order description template setting on project level

Added a feature to streamline the creation of purchase orders by allowing users to set description templates at the project level.

Purchase Orders

Add support for submitting purchase orders to multiple recipients

Enabled sending purchase orders to multiple email recipients, reducing manual forwarding and ensuring all stakeholders receive necessary information.

Work Orders

Work order improvements

Enhanced work order functionalities, including task completion tracking, forecasted quantity updates, and improved time sheet management.