💅 Small but Mighty

We’ve made it easier to identify Clients and Suppliers within your Contacts.

Here’s what’s new:

• Easily differentiate between Clients and Suppliers: You can now tag Companies in your account as Clients, Suppliers, or both.
• New Filters: Easily filter the list of Companies by Client or Supplier.
• Automatic Tagging: If a company is used on a PO/Expense or an Invoice, the correct type is now auto-applied when the document is sent.
• Improved Grouping: Contacts are now grouped by relevance—Clients first on Jobs, Quotes, and Invoices; Suppliers first on POs and Expenses. Making it easier and faster to select the right Company.
• Smart Defaults: Clients are now listed first when creating Jobs; Suppliers when creating Expenses or POs.
• CSV Import Support: You can now specify whether your import applies to Clients or Suppliers—separate CSVs are needed for each.

Pro Tip: If you’ve done so before using Company Labels, you can assign Company types in bulk by using a batch action.

Bulk Assign Job Leads Now Available!

We’ve added a new bulk action to the jobs list—Assign job lead. Now, you can quickly assign a job lead to multiple jobs at once.

• Find this option in the batch actions list on the jobs page.
• If a job already has a different lead, the new assignment will override it.

🛠 Fixes

• Implemented more performance improvements to the Native Google Calendar Integration
• Fixed an issue with the 'NextJobNumber not filled in' error appearing even when job numbering is turned off
• Resolved an issue with the date range on job time report not resetting when a user comes back to the time list
• Custom date picker was cut off on an invoice wizard for time & expenses - fixed
• Address nickname is now a mandatory field, to prevent errors on invoices without an address nickname