February 20 – 4.36.0 Estimated reading: 2 minutes Release 4.36.0 brings several enhancements across various modules, including improvements to approval workflows, new dashboard features, and better settings organization. Additionally, internal development processes have been refined to improve efficiency and consistency. Approval Workflows Add review step type enum Introduced support for different types of approval workflows, preparing for future enhancements. Add support for contract reviews Implemented logic for contract reviews, allowing users to manage contract approvals directly from the approvals view. Add required contract approval setting Introduced a setting to ensure costs cannot be approved for contracts without completed approval workflows. Contract approval workflow with trigger amounts and multi-step reviews Enabled multi-step approval workflows for contracts, allowing companies to enforce approval thresholds and block invoices until contracts are approved. General Improvements Fix purchase order duplicate reference number issue Resolved an issue where duplicate reference numbers were causing approval failures, allowing users to regenerate reference numbers easily. Improve company and project settings view Reorganized settings into logical tabs, making it easier to navigate and configure company and project settings. Fix minor UI issues Addressed dropdown menu visibility issues in the portfolio timeline and RFQ bids views, improving user experience. Invoicing Add export xlsx to approvals view Enabled exporting approval data to XLSX format, helping accountants remind team members to approve pending items. Portfolio Dashboards Create retention dashboard Introduced a retention dashboard to provide centralized visibility of retention money across projects, helping finance teams track and manage retention releases effectively. Projects Create project settings Established a foundation for supporting various project-related functionalities, including purchase order terms. Add purchase order description template setting on project level Added a feature to streamline the creation of purchase orders by allowing users to set description templates at the project level. Purchase Orders Add support for submitting purchase orders to multiple recipients Enabled sending purchase orders to multiple email recipients, reducing manual forwarding and ensuring all stakeholders receive necessary information. Work Orders Work order improvements Enhanced work order functionalities, including task completion tracking, forecasted quantity updates, and improved time sheet management.
