Release Notes: September 19, 2018

1. Exporting

We have added the ability to export a number of different sections including Client Manifests (for both individual leads and groups), reports, and financials. For the financials, you now are able to download on a individual lead level (Trip Costs, Supplier Bills, and Client Invoices) as well as download searches in both Supplier Bills and Client Invoices. See the How To articles below for details:

• Clients: How to Export a Client Manifest
• Reports: How to Export a Report
• Financials: How to Export Trip Costs, Supplier Bills, and Client Invoices

2. Minor Changes:

We have also fixed some minor bugs and improved the system as per recommendations from users as follows:

• On all proposals, there is a note stating that all pricing is in USD. (Offering pricing to clients in different currencies is on the development list for a future time and will be introduced once it's available)
• For several fields that required you to hit the blue check to save, you can now simply hit enter or click out and the field will save (Several dropdowns, Day Title, Custom Service Title, etc.)
• For Uploading Images: When adding tags, the field will reset after every tag (bug fixed)