What's new in CDESK 3.0.181

Version 3.0.181 improves working with invoices, brings history of changes to offers and more.

TOP new features – June 22, 2020

Report of the invoice attachment

When issuing an invoice, it is now possible to generate an XLS report of the invoice attachment.

Button for exporting an invoice attachment

Image: Button for exporting an invoice attachment

XLS report of the invoice attachment

Image: XLS report of the invoice attachment

Editing an issued invoice

The new version of CDESK also brought other possibilities of working with orders. Issued invoices can now be edited.

Editing an issued invoice

Image: Editing an issued invoice

It is also possible to add new items to the invoice and edit existing ones. When you change the unit price or quantity, the total amount per item as well as the invoice amount is automatically recalculated. It is also possible to add or detach fulfillments for individual items.

Editing items in an issued invoice

Image: Editing items in an issued invoice

Adding and detaching fulfillments on invoice items

Image: Adding and detaching fulfillments on invoice items

Issued invoices can only be edited by users with appropriate permissions.

 

Recording changes in offers

With the new update, the offer form has been expanded with History tab, which contains records of offer creation and other changes. What is recorded:

  • The user who created the offer, the creation time and the data with which the offer was created
  • The user who added items to the offer, the time they were added and the contents of the items
  • The user who edited the offer, the editing time and what data they changed or deleted
  • Change of the offer status and user, the time of the change and user who made the change
  • Time of item verification and the user who verified the items
  • The time of acceptance / rejection of offer items and the user who performed the action.

History tab in the offer

Image: History tab in the offer

Permissions to access the History and Discussion tabs and permission to other settings have also been added to offers.

New permissions for offers

Image: New permissions for offers

Create invoice fulfillments from several internal fulfillments directly in the request

If your request contains multiple internal fulfillments, you can now combine them in bulk into a single invoice fulfillment. This significantly simplifies the invoicing of work performed.

Marking of several internal fulfillments from which one invoice fulfillment will be created

Image: Marking of several internal fulfillments from which one invoice fulfillment will be created

History of discussion in customer notification in requests 

A new variable has been added to the notification templates that will display the entire request discussion in the customer notification. The person who created the post, the time of creation, the content of the post and its recipient are recorded in the history.

Setting up a template with the %DISCUSION_HISTORY% variable to display discussion history

Image: Setting up a template with the %DISCUSION_HISTORY% variable to display discussion history

Customer notification of a discussion post in a simplified format

Image: Customer notification of a discussion post in a simplified format

 

List of all new features in CDESK 3.0.181 >

Date:
22. June 2020