28 September 2025 - Custom reporting and Budget building updates

Included in this release:

• Project and Timecode Audit Metadata Fields

• Budget ($) and Remaining Budget ($) Columns Restored

• Enhanced Error Messages

• User-Set Column Widths Remembered

• Improved Date Picker

• Better Handling of Long Rate Card Names

• Xero Tracking Category Columns Hidden by Default

• Improved Custom Field Visibility

• New Managed Report: Resourcing vs Actual Worked

• Updates to Reporting views for Custom Reporting

Project and Timecode Audit Metadata Fields

• Added four new columns to Project and Timecode lists: Created By, Created Date, Updated By, Updated Date.

• These columns are hidden by default and can be shown via the Hide/Show control.

• Now included in CSV downloads for both lists.

 

 

Budget ($) and Remaining Budget ($) Columns Restored

• Budget ($) and Remaining Budget ($) columns are back on the Timecodes list page.

• Hidden by default; available via Hide/Show control.

• Included in CSV downloads. Values are shown or obfuscated based on “Can see dollars” permission

 

Enhanced Error Messages

• Improved error messages in the new Budgets list and Timecode modal for better clarity, especially when custom fields are involved.

User-Set Column Widths Remembered

• The new Budgets list and Timecode modal now remember your custom column widths, making data entry and navigation easier. 

Improved Date Picker

• The Date Picker in the new Budgets list and Timecode modal now accepts month text in any case (e.g., “05 oct 2025”, “06 OCT 2025”, “07 ocT 2025”).

 

Better Handling of Long Rate Card Names

• Billable rate and cost pickers in the Timecode modal now gracefully truncate long names. Expand the column to view the full name.

 

 

Xero Tracking Category Columns Hidden by Default

• Xero Tracking Category columns are now hidden by default in the new Budgets list, as originally intended. Enable them via the Hide/Show control if needed.

Improved Custom Field Visibility

• Custom fields on the new Budgets list page now only appear if relevant to the project type, reducing clutter and improving usability.

New Managed Report: Resourced vs Actual Worked

A new managed report to track Resourced vs Actual worked, this is an upgrade to the Legacy report of the same name, but with few enhancements;

• New filter to include/exclude Placeholder roles

• New filter to include/exclude Pencilled hours

• New columns to see value of resourced hours and the value of worked hours and the delta of the value

As with all Managed Reports, this report resides in the Reports > Reports (New) page and access to the report is controlled through the ‘Managed Reports’ function on the page.

Updates to Reporting views for Custom Reporting

We have added new columns to the Reporting views available in the Custom Reporting feature:

• Resource Reporting view

  • Hours * Cost

  • Hours * Rate

• Budget Reporting view

  • Tracking Categories (Xero integrated customers)

• Expenses Reporting view

  • Billable Amount

 

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