January 16 – 4.34.7 Estimated reading: 2 minutes Release 4.34.7 brings several enhancements aimed at improving document management and error correction processes, along with new functionalities for material selection in RFQs. These updates are designed to streamline workflows and provide users with more control over their project management tasks. General Improvements Copy Documents as Drafts Users can now copy purchase orders, costs, and invoices directly to drafts, enabling easy duplication of document data without the need for archiving. This feature simplifies the creation of recurring documents and error corrections. Client Contracts Admin Override for Retainage Correction Project administrators now have the ability to modify retainage settings on client contracts with existing commitments, allowing for corrections and adjustments even after commitments are confirmed. Contracts Contract Copy to Draft A new “Copy” button allows users to duplicate contracts as drafts, facilitating the creation of new contracts based on existing ones. This feature helps in managing renewal contracts and similar work scopes efficiently. Admin Override for Retainage Correction Similar to client contracts, administrators can now adjust retainage settings on contracts with confirmed commitments, providing flexibility in managing retention terms. Invoicing Invoice Copy to Draft Users can now create editable drafts of invoices for error correction, preserving all original data and structures. This feature streamlines the process of fixing invoice errors and resubmitting corrected versions. Purchase Orders Copy-to-Draft Functionality The new copy-to-draft feature allows users to duplicate purchase orders as drafts, making it easier to manage recurring orders and similar transactions without manual data entry. RFQs Material Selection in RFQ Creation Users can now select estimated materials directly when creating RFQs, eliminating the need for manual data entry and ensuring accurate material specifications are included in requests for quotations.
