2022.10.27 Production Release

Reports
  • Added a new report called Executive Dashboard. This grants users access to review key metrics for their organization's support.

Logins

  • Renamed Global Filters to Permissions
  • Added the option to assign Asset and Report permissions to Super User accounts. Users are now able to review Executive Dashboard and Assign Assets

Tickets

  • Added a persistent right menu across the ticket detail pages
  • Added the ability to locate an Account by its internal account ID during ticket creation

Invoices

  • Added the ability to sort Invoice sections (Projects, Time Logs, Travel Logs)

Custom Reports

  • Added the field VendorName to the Datasource ProductLog

Quotes

  • Added the ability to create and assign Quote(s) to Tickets
  • Allowing Quotes to be Accepted/Rejected when in Draft status

QuickBooks Online

  • Ability to sync Quotes
  • Implemented webhooks to update Quotes when accept/reject/send quotes/estimate is set
  • Added the ability to sync Projects for Time Logs, Invoices, Quotes, Products, and Expenses

Freshbooks

  • Ability to sync Quotes
  • Implemented webhooks to update Quotes when accept/reject/send quotes/estimate is set

Xero Accounting

  • Ability to sync Quotes

Bug Fixes & Optimization

  • Updated error message when NinjaOne integration fails
  • Fixed error 'Ticket Log Record was not found by ID'
  • Fixed error when moving events on the calendar view
  • Fixed bug with auto notifications being sent under the wrong events
  • Fixed Custom Reports where data was not fully synchronized