15 December 2024 - More custom field enhancements, and additional mergefields enabled in invoice and quote templates

Included in this release:

• Invoice and expense custom fields

• Additional MergeFields in invoice and quote templates

• Enable existing MergeFields to be included in templates

• Deprecation of JobTitle from API endpoints

Invoice and expense custom fields

You can now add custom fields to invoices and expenses. These custom fields can be shown as columns, filters, and groups to make it easier to view invoices and expenses as required.

Read more about custom fields →

Allow additional MergeFields in invoice and quote templates

With the introduction of Invoice custom fields, MergeFields can be created for these custom fields, so that they can be added to your invoice and invoice breakdown templates.

Read more about adding custom field MergeFields →

Enable existing MergeFields to be included in templates

We’ve had feedback from a number of you regarding MergeField requirements for some of your templates. As a result, we enabled existing MergeFields on existing templates:

1. Invoice templates can now also include the following MergeFields:

   1. OrgTaxLineDescription;

2. Invoice Breakdown templates can now also include the following MergeFields in the expense table:

   1. ExpenseClaimNumber;

   2. ExpenseType;

3. Quote templates can now also include the following MergeFields:

   1. ClientTaxNumber.

Read more about setting up PDF templates →

For Users who are using our APIs

Since replacing Job Title with Roles earlier in the year, we have now deprecated JobTitle from the following API endpoints*:

• GetUser;

• UpdateUser;

• ReplaceUser; and

• CreateUser.

⚠️ This will only impact those who use the above-mentioned API endpoints. Roles can be added or retrieved from a person’s posting via the:

• PositionID, and

• RankID

in the GetPostings and CreatePosting API endpoints.