Release 5.14

This release has a lot of anticipated changes packed into it. Of particular importance is the ability to associate materials and expenses with job scope tasks, allowing you to further refine your job planning and processing. In addition, you can immediately see whether a job has scopes, materials, or expenses with the item count now displaying on the job sub-tabs.

We’ve been able to include many other fixes and improvements under the hood as highlighted below.

What’s New

Added Materials and Expense Handling to Job Scope Tasks

• Job scope tasks can now have job items assigned directly to them.

• This change includes handling of items within scope templates.

• Deep copying of items between jobs, from templates to jobs, from jobs to templates, and from purchase orders to jobs has been enhanced.

Added Scope Count to Job Titles

• The number of Job Scopes and Tasks is shown on sub-tabs within a job.

Added Item Count to Job Titles for Expenses and Materials

• The number of expenses and materials is shown on their respective sub-tabs within a job.

Fixes and Improvements

Fixed Auto-complete Handling of Pipes "|" in Catalog Titles

• Modified the auto-complete logic across expenses, materials, and tools to better handle the pipe “|” character in the catalog item codes and titles.

Updated Button Label for Job Selection Action

• Changed the default button label from "Add to Job" to "Move/Apply to Job" to better reflect the action's purpose. This ensures clarity and aligns with the expected user functionality.

Increased Markup Calculation Value Precision

• Expanded the maximum return value of the markup calculation to accommodate larger financial calculations.

Fixed Tab Access on Template Scopes

• Template scopes were showing the labor tab, even though it isn’t applicable.

• The Labor Estimates tab was not showing as expected.

Refactoring

• Improved display and processing of Job Scopes, including selection of scopes and tasks, and displaying titles.

• Improved database record retrieval and fixed handling of new records.

• Improved methods for counting records.

• Improved the process of duplicating database records.

• Updated auto-complete searching to be more robust, especially for empty inputs.

• Fix minor spelling errors and mislabelling.

Fixed Error - Add client details and location fields to admin form

• A method call was not migrated as expected.

Fixed Vendor Filter Support on Catalog Queries

• The vendor table was not included in the query when filtering by vendor.

Fix Discount Load on Invoice Form

• Default customer discounts didn’t load onto the invoice properly when creating a new invoice.