watch the recap video!
- Call from your computer: The phone button has been enabled on desktop, allowing you to make calls directly from your computer if you have relevant VOIP software installed (e.g. Skype, Aircall, 3CX, etc). No need to pick up a phone!
- New tags: Two new tags have been added to the eMarketing event drag-and-drop builder: [[StartTime]] and [[EndTime]]. Use these tags to display the start and end times of your event in the event page and the registration email.
- Schedule of support templates: A ‘DESCRIPTION’ field has been added to the ‘SCHEDULE OF SUPPORT TEMPLATE’ panel. These custom descriptions will be used when creating a schedule of support from the template.
- New invoice status: Invoices can now be placed ‘On hold’ by pressing the ‘Hold invoice’ button, perfect for teams that need to make additional adjustments before approving invoices. To view held invoices, set the ‘Status’ filter to ‘On hold’. Invoices can be taken off hold by clicking the ‘Unhold invoice’ button.
- ‘Clocking Report’ updates: You can now track late staff members using the ‘Discrepancy’ and ‘Status’ columns in this report. ‘Discrepancy’ calculates the number of hours that passed before the staff member checked in to the shift. ‘Status’ has three coloured statuses:
- Green – on time
- Orange – on time to either the check in or the check out
- Red – late to both the check in + the check out
- ‘Timesheet – Client Report’ update: This report now displays the line item per timesheet.
- Roster/shift updates: The client field is now a single search field that searches for contacts in all clients. Removing the need to search for a client and then a contact using two separate fields.
- Group items in price books: You can now mark items in price books as ‘group items’. Group item/s can be allocated to multiple participants when editing a shift, and will be visible in the shift, rosters, templates and template shift. A new ‘TIME %’ column has been added to the ‘EDIT CLIENT NDIS ITEMS IN SHIFT’ page for group items. The percentage will be split evenly by default, but can be customised by entering a percentage (up to two decimal places) in the field. When a timesheet linked to a group item is approved, the group item will push across to the GENIUS invoice with the participant’s percentage of the item.
