We released several enhancements and new items recently:
  • Bulk copy
    Project Files
    to
    Client Files
    (as well as bulk delete)
  • A longer, built-in timeframe for the
    Unbilled
    report
  • Brand colors available on invoices and proposals
  • API for creating, viewing, editing, and deleting
    Client Files
Bulk Copy and Delete
Project Files
You can now bulk select and then copy
Project Files
to
Client Files
from the
Files
tab on projects!
Animation
This increase the efficiency of managing files on projects as you can now click to select the documents you want to keep in your
Client Files
and copy them over. No more having to download and then reupload
Project Files
!
Additionally, you can also bulk select and then delete
Project Files
so that you can easily discard any no-longer-needed items.
"Last 3 Years" Option on
Unbilled
Report
We've added an additional time span option to the
Unbilled
report to make it easier to select the last 3 years worth of unbilled time entries.
image
That way, you can more readily view a larger span of time to ensure that you've accounted for historical, unbilled time entries when creating invoices.
Brand Colors on Proposals and Invoices
Now, the colors on invoice and proposal PDFs will match the
Brand Color
selected for your account under
Settings > Company
so that you can maintain consistent branding on client-facing documents.
image
API for Creating, Viewing, Editing, and Deleting
Client Files
Lastly, we released another new API. Now, there is a public endpoint available to create, edit, view, or delete files and folders in the
Client Files
section. For more information on this API, see our API documentation here!