The development team are locked down, coding away on new features, upgrades and bug fixes to bestow upon you. Here's a heads up on the key developments that will be going live w/c 28th May.
We're introducing a new Project filter option in the Workload Schedule. When the project filter is applied, the workload schedule will only show people with resourcing data on that particular project, but showing you all of their current resourcing allocations - including other projects.
'On the Bench' will continue to show you any resources who are available now.
Our Xero Integration is already very popular with many CMAP clients. Since we created the Integration, we have been working closely with both existing CMAP clients and Xero themselves to make it the best that it can be.
This is with a view to us achieving Partner status with Xero which would be great for all involved.
Based on recent feedback from Xero, we've got a bunch of work in the current development sprint to refine the Integration, which will hopefully mean we can achieve this Partner status with them.
The first of these is quite a small update, so where you currently select Actions > Log out of Xero, you will soon select Actions > Disconnect from Xero instead.
Currently, where Xero nominal codes are listed in CMAP, we show all of the nominal codes from Xero which can be quite a long list!
We are going to introduce some filtering behind the scenes on nominal code lists which will be based on the Class option in Xero. This means that only the relevant nominal codes will be available for selection for each transaction type.
A suggestion from Xero was that we show the nominal code name along with the nominal code number in the batch screens in CMAP. This means you won't need to know your nominal codes off by heart anymore, as the name or description of them will be clearly visible too.
Sometimes there are Purchase Invoices which do not need to be transferred into CMAP but do still need to exist in Xero, things like invoices for rent, rates, utilities etc.
Previously, these would continue to appear in the list to be transferred as they are never chosen to be pulled into CMAP.
We are adding in a new option which will allow you to select these invoices and choose Exclude Purchase Invoices. This will mark them as excluded and they will be removed from the list of invoices to be pulled into CMAP.
*An important thing to note is that previously, if an invoice was deleted from the CMAP Purchase Invoice batch, it would reappear in the Pull Purchase Invoices tool to be imported again.
Due to the update mentioned above, this will no longer happen. Once an invoice has either been pulled into CMAP or marked as Exclude Purchase Invoices, you will no longer see it in the tool to be pushed from Xero to CMAP and there will be no way to reset this.*