V2.4 [Oct 07, 21]

Howdy Designers!

WOW! What a month September was. And can you believe It's already October? Even though this update was written In the middle of September... It's almost Halloween here In the states!

With that said- this months update brings new and amazing things as well as the general bug squashes.

WATCH THE UPDATE VIDEO HERE: https://youtu.be/lh4Z9RLQ_9U

🪰BUG FIXES:

  • Fixed an Issue where the search box was showing an error on Purchase Order search.
  • Fixed an Issue where expense purchase date was showing the date prior to the selected day.
  • Fixed an Issue where vendor description was not showing on PO's
  • Fixed an Issue where client-facing descriptions were not showing on Invoices.
  • Fixed an Issue where the billing page was showing Incorrect dates for Invoices.
  • Fixed an Issue where the module settings were not hiding the menu Items.
  • Fixed an Issue where employees were not able to upload files to the projects.
  • Fixed an Issue where date format was causing other Issues - Date format change.
  • Fixed an Issue where the finance outlook for a project was not calculating the current budget correctly and Including the actual project budget In that number.
  • Various tedious bug squashes performed that are too tedious to mention. Consider these... Cockroach's.

🔥 NEW FEATURES:

  • You can now notate Invoice refunds, and this will adjust all Invoices In the system.
  • You can now request a deposit for your Invoices. Clients will be able to pay the deposit requested OR pay full cost If they prefer. Both options are available to them.
  • Dark / Light mode! You can change to dark mode at the bottom of your main menu to your left now. Click It. Go on. You know you want to!
  • You can now Import tasks from CSV, and projects from CSV. Templates provided under Import tab.
  • Released new onboarding service. See Indema.co/onboard for more Info. Reach out to sign up!
  • Invoices for products will auto-convert as well to project expenses. Only unit price as expense cost will populate. Business-side expenses will not show here or auto-convert.
  • You can now add tags on Invoices to easily determine what Is In those Invoices without having to go Into the Invoice or edit It. You can also search tags In the search box.
  • You can now add tags on estimates to easily determine what Is In those estimates without having to go Into the estimate or edit It.
  • GOOGLE CALENDAR INTEGRATION. We have finally launched Google Calendar Integration. Head to settings > Integrations > Google calendar and configure. You may see a screen that the app has not been verified, we assure you It has. Simply continue on to approve your google calendar. The changes for the approval take some time to fully show up on the app page, but If necessary, here's proof:

Screen Shot 2021-10-06 at 7.33.53 PM

 

🛠️ NEW IMPROVEMENTS INITIATED:

  • When creating a time-log Invoice, now the notes will carry over to the description.
  • We moved the "Action" menu Item for products page to the left so you don't have to scroll all the way to the right side of the screen.
  • Removed the auto add for WWW and .COM on vendor for clipper
  • Added ability to hide the clipper so you can see what's behind It.
  • You can now add up to 3 Images to the clipper.
  • You can now go back and see what % markup you added on an Invoice that has been paid.
  • We enabled the ability to change admin email as well as employee email after already entered.
  • PDF file attachment capability on Purchase Orders.
  • We Improved the way the project financials show. The project budget and Current budget were the same number when you started a project, and as you added Invoices, the current budget number would then lower, and budget remaining would be the difference to this. We changed the current budget to tally UPWARDS from 0 value, and then budget remaining Is an actual remaining which Is calculated by the difference between project budget and current budget.

⏰ UPCOMING + STATUS:

  • Zapier Integration. (Roughly 1 week from today)
  • Social Media Manager. Automatically schedule your IG, Facebook, LinkedIn, and Twitter posts. (Late October 2021, possibly early November)
  • We will be adding the ability for Invoice refunds to be refunded to account credit on the clients account where you can then apply that credit to other Invoices.

⭐ CURRENTLY WORKING ON:

  • XERO integration (No ETA)
  • Task productivity where you can rate each task for your projects, and it will (based on that rating) be able to tell you which tasks to focus on given the rating as well as considering time. (No ETA)
  • New Task User-Interface. (1 Week from October 4 ETA)
  • New File manager and project files User Interface. (No ETA)
  • Quickbooks: We are working on the ability to create a custom chart of accounts after the UI is complete this week. (No ETA)
  • inbound and outbound email capabilities with automation. (DELAYED TO MID-NOV)
  • Specifications Module (DELAYED TO MID-NOV) We just broke ground.
  • Product Tracking and Procurement module (DELAYED TO MID-NOV) We just broke ground.

NOTEWORTHY:

  • We have officially retired the "Rooms" section Inside projects, but may bring this back later after re-developing It.
  • Indema Is working hard to be In compliant with the INR compliance from the reserve bank of India. Should you have any questions please reach out to support. This Is an ongoing Issue that we are keeping a close eye on. Thank you for all of our Indian based design firms supporting us through this challenging time In the banking Industry In India.
  • Our new employee David will be starting next week! He Is In training now for about a week, so If you schedule any onboarding you will surely meet him. :-)

 

Please be sure to join our Facebook group too! Click here to join.

Until the next update, TaTa and hope you all stay safe, healthy and enjoy your week!!