Today we are excited to announce more improvements to the Invoices pages in SingleOps + a number of smaller fixes to how SingleOps helps you action your business data more efficiently and accurately.
Improvements on Invoices Page
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- Sales Rep Column & Filter: We’ve heard your feedback for the need for the Invoices page to have a Sales Rep column. We’re adding that column and allowing you to filter by that column on the page.
- CSV export: We’re adding the ability to export the data that appears on the Invoices page.
Other Improvements
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- Sort Templates: We’re improving how templates appear for you when selecting Job Templates. Now the most recently used templates will appear first.
- Tax Exempt Alert: We are adding an alert to appear when a Job is marked "Tax Exempt", so that you know to look at your Line Items and make sure that the Line Item Tax checkbox is unchecked.
Bug Improvements
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- Adjusted Margin on Printed Proposals: We fixed a bug that was causing proposals to print with a super wide margin at the top of the document.
- Add Customer Experience: We’re improving the experience of adding a new client on the Jobs Creation page. Going forward, the UX will update after adding a client.
As always, if you have any feedback on these changes, please feel free to reach out. Have a great week!
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