New Feature Release (👏 !!!):
Change Orders: Now when adding files within the contract exchange, a new folder will be created within that change order folder called, “Contract Amendments.”
Exporting Pay Apps to PDF: Pay Application Packages containing approved invoices can now have the summary page edited to direct your clients on how to proceed with handling of the invoices within the package.
Add approved invoices to the pay app package
Click Actions > click Configure Cover Page PDF Export
Make all applicable edits to the summary texts > click Save. Edits will be shown when you export the package to PDF.
Pay Applications: Notifications have been added for when adjustments are made to invoices and funding packages from on-system users. Please note that only those included within the “Attention To” and “Attention From” fields will receive notifications.
Feature Enhancements (👊 Niiiice):
Notifications: Any time anyone writes into a discussion you are involved in, an in-app notification in the upper right-hand corner will now appear prompting you to join the discussion.
Real Time Discussion: when multiple users are typing simultaneously, you will now be able to see who is typing in real-time at the bottom of the discussion window.
Documents: To save you time and reduce the amount of clicks you must perform to share a file, the default settings on all files within the “Shared Files” folder will now be “shared.”
File Types for Uploads: files marked as .PDF (upper case) are now accepted into the platform. Previously, users were limited to only uploading .pdf (lower case) file types.
Workflow Enhancements (🙌 Yay Efficiency!):
Companies: We have applied improvements to the field options within the company list. Additionally, we have added a Payment Details section for companies listed in your workspace. Within a few weeks we will release an update that allows you to direct clients on how your vendors need to receive payment.
Documents: The pay applications folder (within Invoices in the Documents module) now first contains the company name, followed by the second folder containing the invoice number.
RFP: When an RFP moves to the Proposal stage, the conversation within RFP will now move automatically to the Proposal and include a link within the RFP discussion, to guide users to the Proposal discussions.
Within the “Important Dates” section of RFP Details, the date and time is now required for Pre-Bid Walk Through and Bid Due Dates. All other items do not require a recorded date and time.
Task: Users that are the originator of a task or have an Administrator account type within a workspace can lock or unlock a task.
Bid Package: The alternate quoted items within a bid package will no longer switch to “Main” after selecting bidders and the ability to reject and revise and resubmit a bid package is now working properly.
Various UI/UX and text improvements have been made to bid packages. Additionally, when comparing bid packages by Q&A, you are now able to upload files to manual bids.
Budget: Upon receiving a revision of the budget from the client and clicking on the “Acknowledge” action of a revision, it will now take you to the budget/ fee tab.
When approving the budget / ACR the validation notification text has been updated.
Companies: When creating a new company, the drop-down values for the “Division” field will now correctly display according to the assigned account type.
Proposals: Various text and UI/UX improvements have been applied to the proposal feature. Additionally, now when completing a proposal, you will no longer receive a “Proposal Not Complete” notification.
RFP: On RFP’s that are expired, withdrawn, or rejected, you now have the ability to participate in discussions and upload files.
Slide-Outs: Various UI/UX improvements have been made to slide-outs to prevent them from appearing on top of the “My Account” drop down.
Tasks: Improvements have been made to the UI/UX of the task feature to make it more intuitive.
Many of these changes were based on your direct feedback as our valued customer. So keep letting us know what you think!
IngeniousIO Customer Success Team