Here's what we've been up to this month.
Features and enhancements for the office:
Features and enhancements for the field:
Features and enhancements for office and field:
Features and enhancements for suppliers
Features and Enhancements for the Office
Default job cost details
Admins can now set up default phase codes, cost categories, and GL codes. This will help reduce the amount of manual data entry a purchasing agent has to make on every purchase order created.
We have additionally made reliability improvements by validating phase and cost categories against what is available for a Job, which will help resolve some orders that get stuck in linking to Sage for a long time.
To set it up:
Have Admin user permissions
Navigate to Admin→Setup→Integrations
Configure your default codes
Bulk upload tax codes
Save time and data entry by bulk uploading Tax Codes with a .csv file.
Make "substitutions okay" by default
Have a job where it's generally okay to receive substitutions? Reduce manual data entry with setting “Subs OK” as a default setting for new orders.
Full screen mode for PO line items
Previously, scrolling across the Purchase Order line items table was tough to do without a mouse with horizontal scroll capability. Users can now go into a fullscreen mode so that they no longer have to scroll across to see every column!
Search delivery receipts
Office users can now search for delivery receipts by delivery number, job, PO, vendor, or received.
Customize colors in Agora app and on PO PDFs
Your brand is important! So we made it possible for you to customize the colors displayed in the Agora app and on Purchase Order PDFs. Navigate to Admin→Settings to make this update with preset colors or a HEX value color.
Sage disconnection warning
When HH2 (the service that connects Kojo and Sage) becomes disconnected, we now send a warning notification to Admin users.
Default CC recipients separated from ad-hoc recipients
Users that are Default CC Recipients on Orders and Requisitions are now displayed separately from CC Recipients that are added ad hoc, making it easier to tell them apart.
Features and enhancements for the Field
CC additional recipients from web app
From Kojo's web app, field users can now copy additional recipients on their material requests.
Clear out your cart with "remove all"
The new "remove all" button makes it easy to start over with a fresh cart.
Mobile app search interface improvement
We made some updates to the search interface our mobile app that should help users tap their intended button.
Features and enhancements for office and field
Custom "need by" times for orders - mobile and web
From both the mobile app and the web app, users placing an order can specify a customer "need by" time.
View requisition PDFs
Users can now view the PDF of a requisition from the web or mobile app.
Features and enhancements for suppliers
View photo attachments on delivery receipts
Suppliers can now view photo attachments when delivery receipts are emailed to them.
Bug Fixes
Previously, we would default to syncing with the Quickbooks Company File that is open at the time. Now, companies with multiple Quickbooks Company Files can specify which they want to sync in Settings→Setup→Integration.
For Inventory Items, the job number was being displayed in both the Job Name and Job # column. This is now resolved.
We fixed the Item Status within the mobile app so that we correctly update the items received when multiple deliveries were received against an order.
On the Requisition Page we referred to Hold for Release items confusingly as Items linked to existing order. This has now been updated to Items from Hold for Release POs.
For Quickbooks Desktop we now handle C (100’s) and M (1000’s) unit of measures appropriately when syncing prices and EXT prices.