Product Update: August 29 - September 4

Wow, can you believe it’s already September? We made some pretty big (and helpful) improvements last month - and we’re ready to do it all again! With that said, here’s a list of all the product updates and changes we pushed this past week:

Scheduling update: we’ve made some more improvements with the new Schedule Grid view, so that you can now:

• See a list of team members (by group, skill, saved list or added one at a time) on one screen and see how busy their schedule is (looking back at work done as well as forward to previewed work). People have their cell color change depending on how over or under utilized they are, and you can click on any cell to bring up the detail of what they are working on (or worked on if you're looking at dates in the past), making it easy to see who's doing what across the business.

• See a list of all of any projects, tickets, retainers, sales or even clients and then see what work has been done, or what work is scheduled to be done, with the ability to also expand each object row out and see the breakdown of hours by what the work is for (eg, which task) or which staff member is doing it (or has done it). Hopefully, within the next week or so, you'll be able to click on any cell in the Work view and on the right we'll open up a more detailed section showing you who's assigned how many hours (and whether that person is over-assigned) too.

Added a filter for Attachments on Expense List: this makes it easier to visually determine whether an expense had an attachment, such as a photo of a receipt, included or not. This will be largely utilized by accounting staff who need to reconcile and verify expenses, which should always include a receipt.

Mobile app bug fix: empty staff names (unusual, we know!) were causing the mobile app to crash when trying to choose assignees - but that’s since been resolved.

Android improvement: you can now create a timer against an asset - handy if you need to tracknonbillablee time spent reviewing and updating assets/inventory in Accelo.

Stripe support for New Zealand Dollars: Yep, Stripe has an open beta for now for allowing payments in NZD, so we've included this as a payment currency if you have Stripe enabled with Accelo.

Weekly Timesheet fix: The handy feature to allow manually inserted tasks/rows to hang around as you change the week you're viewing - which helps avoid having to re-add the same task if you're back-filling your timesheet - wasn't always behaving correctly, and is now fixed up.

List screen pagination change: Some users pointed out that as you browse results, Accelo wasn't taking you back to the top of each page to scroll through the list. So if you were paginating from the bottom, you would have to scroll to the top to read through the list. This is now handled better.

Universal search results improvement: For those who use the universal search bar, you would have found that if you choose to view more results, a special universal search page will load. This page always showed 10 results at a time, which was a bit restraining. Now you can choose how many results to load/view by default. 

Quote Service Items roll-up: Rolling up all service items (milestones & tasks) on a quote ensure customers receive a quote with just a single value for the services of the project, but we weren't including the title of the project line item, which we've heard was a bit jarring when you're about to publish and send the quote. So this adjustment is now in place.

Don’t forget our HubSpot beta is up and running! We already have around 30 clients testing out this great new integration for marketing professionals - so if you want to start using it too just contact [email protected] and we’ll get it setup on your account.