TOP new features – June 22, 2020
Report of the invoice attachment
When issuing an invoice, it is now possible to generate an XLS report of the invoice attachment.
Editing an issued invoice
The new version of CDESK also brought other possibilities of working with orders. Issued invoices can now be edited.
It is also possible to add new items to the invoice and edit existing ones. When you change the unit price or quantity, the total amount per item as well as the invoice amount is automatically recalculated. It is also possible to add or detach fulfillments for individual items.
Issued invoices can only be edited by users with appropriate permissions.
Recording changes in offers
With the new update, the offer form has been expanded with History tab, which contains records of offer creation and other changes. What is recorded:
- The user who created the offer, the creation time and the data with which the offer was created
- The user who added items to the offer, the time they were added and the contents of the items
- The user who edited the offer, the editing time and what data they changed or deleted
- Change of the offer status and user, the time of the change and user who made the change
- Time of item verification and the user who verified the items
- The time of acceptance / rejection of offer items and the user who performed the action.
Permissions to access the History and Discussion tabs and permission to other settings have also been added to offers.
Create invoice fulfillments from several internal fulfillments directly in the request
If your request contains multiple internal fulfillments, you can now combine them in bulk into a single invoice fulfillment. This significantly simplifies the invoicing of work performed.
History of discussion in customer notification in requests
A new variable has been added to the notification templates that will display the entire request discussion in the customer notification. The person who created the post, the time of creation, the content of the post and its recipient are recorded in the history.