johnnyq
c93cb20f14
Expenses stage 1: rebuilt expenses list with this month against the same days last month, year so far with monthly average, recurring cost a month and expenses without a receipt in the last 90 days along the top, pills for client, no receipt and refunds with counts, vendor, category, client, date, account and payment method filters and a total of what the filters leave, an expense quick look showing the receipt inline with attach from the window, who entered it, refunds against it and the stock it paid for, one shared form for New, Edit, Copy and Refund with icons on every field, payment method saved from the default in Settings, vendor picks filling in the category, account and method of the last expense with them, refunds linked to the expense they give back and starting at what has not come back, receipts replaced or removed in Edit and served through agent/expense_receipt.php after the Financial and client checks with uploads/expenses closed to the web, bulk set category, account, payment method or client in one window and a single bulk delete, export with the list filters plus paid by, receipt and entered by columns, expenses in global search with open on load, the vendor page, Transactions and product stock history opening the quick look and Client Profitability linking direct costs to the client's expenses, fixes for the dead bulk delete button, bulk set client ignoring client restrictions, the New Expense window opening without write access, unlink warnings on empty receipts and photo receipts downloading as pdf, functions/expenses.php shared by the list, windows, export and search, database 2.9.9 with expense_created_by backfilled from the audit log and expense_refund_of_id, CHANGELOG updated
2026-10-16 17:43:11 -04:00
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Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Expenses stage 1: rebuilt expenses list with this month against the same days last month, year so far with monthly average, recurring cost a month and expenses without a receipt in the last 90 days along the top, pills for client, no receipt and refunds with counts, vendor, category, client, date, account and payment method filters and a total of what the filters leave, an expense quick look showing the receipt inline with attach from the window, who entered it, refunds against it and the stock it paid for, one shared form for New, Edit, Copy and Refund with icons on every field, payment method saved from the default in Settings, vendor picks filling in the category, account and method of the last expense with them, refunds linked to the expense they give back and starting at what has not come back, receipts replaced or removed in Edit and served through agent/expense_receipt.php after the Financial and client checks with uploads/expenses closed to the web, bulk set category, account, payment method or client in one window and a single bulk delete, export with the list filters plus paid by, receipt and entered by columns, expenses in global search with open on load, the vendor page, Transactions and product stock history opening the quick look and Client Profitability linking direct costs to the client's expenses, fixes for the dead bulk delete button, bulk set client ignoring client restrictions, the New Expense window opening without write access, unlink warnings on empty receipts and photo receipts downloading as pdf, functions/expenses.php shared by the list, windows, export and search, database 2.9.9 with expense_created_by backfilled from the audit log and expense_refund_of_id, CHANGELOG updated
2026-10-16 17:43:11 -04:00
Invoices, quotes and recurring invoices makeover stage 2: per user, per device and per license recurring lines that take their quantity from the client's contacts (all or tagged), devices (ticked types or tagged, lost/stolen/retired left out) or a license's seats (in use or bought), counted again for every invoice with an optional contract minimum, set from a Counted choice on the add row or the full Quantity from section in Edit Line with a live count, marked on each line and listed in a new Seats card with Update now when the client has changed, quarterly frequency alongside monthly and yearly counted as a third in MRR on the dashboard, client pages, client portal and reports, period words {month} {quarter} {year} {period} filled into scope, notes and lines, schedule card showing the period the next invoice covers, recurring_invoice_anchor_day so month-end schedules return to the 31st after a short month, nightly run and Invoice Now consolidated into recurringInvoiceGenerate() which claims the run so it is billed once, refreshes seat counts and takes taxes at current rates, nightly run now bills runs missed by up to 7 days, Invoice Now bills the next run early and moves the schedule on from that run instead of restarting from today, recurring email goes to non-archived primary and billing contacts once per address and stays a draft when outgoing mail is not set up. Fixes portal recurring card ignoring yearly-only clients and counting archived ones, edit recurring invoice resetting the billing day. Adds DB 2.9.1, recurring_invoice_sync and recurring_seat_count handlers, itflowBillingSeatForm(), and updates the 26.11 changelog
2026-10-16 13:09:59 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Invoices, quotes and recurring invoices makeover stage 2: per user, per device and per license recurring lines that take their quantity from the client's contacts (all or tagged), devices (ticked types or tagged, lost/stolen/retired left out) or a license's seats (in use or bought), counted again for every invoice with an optional contract minimum, set from a Counted choice on the add row or the full Quantity from section in Edit Line with a live count, marked on each line and listed in a new Seats card with Update now when the client has changed, quarterly frequency alongside monthly and yearly counted as a third in MRR on the dashboard, client pages, client portal and reports, period words {month} {quarter} {year} {period} filled into scope, notes and lines, schedule card showing the period the next invoice covers, recurring_invoice_anchor_day so month-end schedules return to the 31st after a short month, nightly run and Invoice Now consolidated into recurringInvoiceGenerate() which claims the run so it is billed once, refreshes seat counts and takes taxes at current rates, nightly run now bills runs missed by up to 7 days, Invoice Now bills the next run early and moves the schedule on from that run instead of restarting from today, recurring email goes to non-archived primary and billing contacts once per address and stays a draft when outgoing mail is not set up. Fixes portal recurring card ignoring yearly-only clients and counting archived ones, edit recurring invoice resetting the billing day. Adds DB 2.9.1, recurring_invoice_sync and recurring_seat_count handlers, itflowBillingSeatForm(), and updates the 26.11 changelog
2026-10-16 13:09:59 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Products makeover stage 2: inventory ledger and alerts - every stock change recorded through productStockMove as received, sold, returned, counted or written off with unit cost, invoice or expense, note and agent, one Stock window to Receive, Count or Write off replacing Add Stock, a Stock tab on the product page with a running balance, Reorder at and Order per product with a To reorder tab, list and side nav badges, a dashboard Needs attention item and Low Stock notifications, a Count Stock page with live differences and a printable count sheet, an Inventory report with CSV exports, reorder columns and stock value in import and export, cancelling or deleting an invoice returns its stock from the net of its moves, copying an invoice or invoicing a quote carries the product link and is refused when tracked stock is short, recurring generated invoices link their products without moving stock, decimal stock quantities, database 2.9.5 with stock type, unit cost, invoice and user columns backfilled from existing notes, CHANGELOG updated
2026-10-16 15:48:29 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Invoices, quotes and recurring invoices makeover stage 4: quote lines billed one time or each month, quarter or year with a Billed choice on the add-a-line row and in Edit Line, quotes grouped into One-time, Each month, Each quarter and Each year with a total for each on the page, PDF and client view, lines dragged within their own group, Start Billing on accepted quotes putting one-time lines on a draft invoice due on the client's terms and each recurring part on a new recurring invoice from a chosen date, emailed or left as drafts, or added to one of the client's recurring invoices of the same frequency, with an option to bill the first period on the invoice, an Invoiced as card on the quote linking every invoice and recurring invoice it became including ones it added lines to, From links back on invoices and recurring invoices, monthly amounts in the quotes list and its totals, search, client portal, quote email, Send and Copy windows, quotes export and client export, and Quotes Pipeline valuing quotes at up front plus a year of recurring lines. Fixes Make Invoice invoicing a quote twice or one never accepted, and its audit entry using the current quote prefix instead of the quote's own. Adds DB 2.9.3 with item_frequency, quote_monthly_amount, invoice_quote_id and recurring_invoice_quote_id, linking invoices to their quotes from history, quoteConvert() as the one invoicing path claiming the quote in a transaction, quoteLineGroups(), quoteAmountText() and quoteMadeFrom(), reportCsv() totals written as given, and updates the 26.11 changelog
2026-10-16 14:14:53 -04:00
Invoices, quotes and recurring invoices makeover stage 2: per user, per device and per license recurring lines that take their quantity from the client's contacts (all or tagged), devices (ticked types or tagged, lost/stolen/retired left out) or a license's seats (in use or bought), counted again for every invoice with an optional contract minimum, set from a Counted choice on the add row or the full Quantity from section in Edit Line with a live count, marked on each line and listed in a new Seats card with Update now when the client has changed, quarterly frequency alongside monthly and yearly counted as a third in MRR on the dashboard, client pages, client portal and reports, period words {month} {quarter} {year} {period} filled into scope, notes and lines, schedule card showing the period the next invoice covers, recurring_invoice_anchor_day so month-end schedules return to the 31st after a short month, nightly run and Invoice Now consolidated into recurringInvoiceGenerate() which claims the run so it is billed once, refreshes seat counts and takes taxes at current rates, nightly run now bills runs missed by up to 7 days, Invoice Now bills the next run early and moves the schedule on from that run instead of restarting from today, recurring email goes to non-archived primary and billing contacts once per address and stays a draft when outgoing mail is not set up. Fixes portal recurring card ignoring yearly-only clients and counting archived ones, edit recurring invoice resetting the billing day. Adds DB 2.9.1, recurring_invoice_sync and recurring_seat_count handlers, itflowBillingSeatForm(), and updates the 26.11 changelog
2026-10-16 13:09:59 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00
Invoices, quotes and recurring invoices makeover stage 3: Unbilled Time page under Billing and in each client's menu with a count, listing every client's billable resolved or closed tickets not yet invoiced with time logged, hours to bill, rate, amount and oldest waiting, invoicing many clients at once onto a new draft each or each one's newest draft, and per client reviewing each ticket's hours before billing onto a new or existing draft with a line per ticket or one for all, live totals, and Not billable to write tickets off, Billing Time settings under Admin Settings Invoice for rounding to 6, 12, 15 or 30 minutes or the hour, nearest or always up, a per-ticket minimum and the line name, defaulting to the nearest 15 minutes, rebuilt ticket Invoice window showing time by agent, hours to bill and the client or default rate with add-to-draft and an open ticket warning, Add Tickets on an invoice now adds lines for the tickets' time with an option to attach without lines, client overview, dashboard and Unbilled Work report linking to it and counting unbilled time the same way, ticket billing written to ticket history instead of an internal note, invoices from tickets and copies due on the client's terms including On Receipt. Fixes ticket invoice line placed near the top of existing invoices, a ticket billable twice from two windows, no rate when the client had none set, and no hours filled in for tickets with 100 hours or more. Adds DB 2.9.2, billingTimeInvoice() as the one billing path with ticket claiming, billingUnbilledSql() and related helpers, unbilled_invoice, unbilled_invoice_clients and unbilled_write_off handlers, js/unbilled_time.js, and updates the 26.11 changelog
2026-10-16 13:42:06 -04:00
Rebuild all reports on a shared framework (functions/reports.php, inc_report.php, inc_report_layout.php, js/reports.js) with period, client and agent filters, sortable tables, CSV export of any table and clean print layouts, add Client Review (QBR), Renewals & Expirations, Asset Lifecycle, Documentation Coverage, Customer Satisfaction, Open Ticket Aging, Client Profitability, Quotes Pipeline and Mileage reports, make Budget vs Actual editable with save and copy-last-year, rename reports to say what they show, enforce module and feature access on every report page, exclude transfers from income via dashboardRevenueSql, limit portal ticket ratings to Good or Bad, seed ratings and Windows 10 holdouts in demo data, link Client Review from the client menu, and update the 26.11 changelog
2026-10-16 00:04:40 -04:00