19015: Clients and Contacts Enhancements

Some major changes coming in this update is an overhaul of the Clients and Contacts pages in EVOX.

• The Global Search function can now be used to look for client contacts - you can search by first or surname.
• When creating a new client in the system, you'll now be presented with “Clients with similar names” as you're typing - which aims to help prevent duplicate clients:

• Touchpoints have been reworked - here you can now record more accurate dealings with said clients, record notes, record the outcomes of meetings, and assign tasks to EVOX users. 

19684: Industry added as option for Client Data Export

Within the Client List, there is a button for ‘Data Export (CSV)’. Industry has been added as a column for users to export data on.

19643: PO Tab on Projects and Suppliers

The POs tab on Projects will now show any purchase orders against the project. A new tab for Outstanding POs has been added to supplier records.

19691: Credit Card Importer - Default Reimbursable

When users are completing their purchase order from imported transactions, two tick-boxes will be visible for Non-Chargeable and Reimbursable. Reimbursable will be the default option.

Once the PO is created, all lines will be set to either Non-Chargeable or Reimbursable depending on what the user selected.

19694: Credit Card Expenses - Transactions tab

When using the Transactions tab on the add po line pop-up, the additional supplier field will now be a free-text field. The field ‘Requested By’ has been changed to ‘Who was involved’. When viewing a PO/logging an invoice, the description will show the additional supplier, who was involved, the transaction date, and the description itself. When revising a PO, the user can override the document previously uploaded against the po line. 

19613: Worker Contracts - remove need for placement

Worker contracts can now be created for personnel who do not have a placement set within their personnel record.

19542: Absences and Outlook Calendar Integration

The absence calendar has been updated to a new user interface. If users click on the Details button of an entry, this will take them to the absence request form. Within here, there is a new button for ‘Export to Calendar’. This downloads an ICS file that can be imported into outlook calendars to block out absences. 

19616: PO Lines report

Additional columns have been added to the PO Lines report for Credit Card Expense information: Transaction Date, Client/3rd Party Entertainment, Manager Approval, Additional Supplier, Receipt, and No Receipt Reason.

19618: Timesheets that have not been sales invoiced

A new report has been created to output timesheets that feature a charge rate and have not been sales invoiced within a filtered date range. This gives the same information as the Sales Accrual Export.