SITE VISITS
Site Visits allows you to group costs and other information within the Job. Each Site Visit contains its own Booking, Timesheets, Purchases, Forms, Certificates and Orders, which provides more control for billing different parts of a Job.
More information available here
Site Visits are identified by Job number followed by A, B, C..
QUOTES - ADD ADHOC LINE
Adhoc lines are quote lines that do not require a product code and are only for use within the quote they are added to.
More information available here
PURCHASE INVOICE IMPORT QUEUE
The new Import Queue allows files to be added to a queue for importing/processing at a later date.
Invoices can also be automatically added to the queue by forwarding invoice emails to the unique address provided on the Import Queue page.
More information available here
KATIPOLT MOBILE - BULK ADD IMPROVEMENTS
You are now able to upload multiple images at a time from Katipolt Mobile.
Adding products has also been updated to simplify entry and provide more information, such as the product unit of measure.
For further support please refer to our help articles or get in touch with the team via our live chat.