SB Assistant
← All updates
Fixed Invoices Reports Time

Retainer, invoice and report fixes

A round of fixes across retainers, invoices and report exports. Two of them change behaviour you may rely on; they're under Heads-up.

Retainers and invoices

  • Retainer draft notifications now reach company admins and the managers who can see amounts, and so do recurring-invoice notifications.
  • A billing day missed earlier in the month is caught up, and pausing over a billing day no longer bills that month later. If a draft can't be created, the retainer shows Needs attention.
  • After you void a retainer's invoice, Create Draft Invoice Now works again for that month.
  • The retainer hours gauge counts approved, billable hours in the current billing period.
  • Editing a draft invoice keeps retainer fees, deposit credits and lines you added.

Reports and time

  • Report CSVs keep commas, quotes and line breaks inside one cell and are protected against spreadsheet formulas.
  • The Timesheet CSV has a Status column.
  • Reports show the names of archived companies.
  • Profitability downloads are recorded in the Audit Log and match the range you last ran.
  • Time off no longer tints weekends on My Time.

Heads-up

  • Report CSV headers now say Company instead of Client. Update any spreadsheet or pivot that looks for the old header.
  • An invoice with a zero-amount line can't be finalised: enter an amount or remove the line. Credit lines below zero are still fine. Recurring invoice schedules can't be saved with a zero-amount line either.