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Now we are introducing a few new features in our release.
1. Added Bank Accounts Functionality which can be linked with invoices, payments, and expenses:-
In this feature, we have added a bank accounts feature where you can add your bank account details.
login > finance > bank account
Once you make the payment and add the bank account, the amount will add to this bank. Similarly, if you add expenses and when it gets approved by admin the amount will be deducted from the bank account.
2. Show the lead value total on the lead board:-
There is a field to add value during creating leads. Now they will be shown on the kanban board after this release. It will be helpful to see the overall count of pending, in-process, and converted leads. It will be shown individually and the total count on the kanban board.
login > leads > kanban board
3. Duplicate Project Feature Added:-
On customers' demand, we added a new feature to duplicate the existing projects.
login > work > projects > duplicate project
Once you duplicate the selected project it will give an option where you can choose the fields you want to duplicate according to your requirement.
In this way, you can create duplicate projects.
4. Added Custom Fields for Contract Module:-
A custom field is used to associate values other than the title, excerpt, or content to a form, article, or page
In this release, we just added custom fields in the contract module. You can add a custom field from
login > settings > custom settings
After adding the field if you required it, it will be shown in contract form.
5. Added Estimate Templates:-
In this update, we have added an estimate template like the proposal template. Templates are pre-formatted documents designed to create commonly used document types such as forms. Now you can create estimates with templates.
login > finance > estimates > estimate templates
6. Added Company Logo for clients:-
In this update, we added a field to add the company logo for clients. So now they can add their company's logo to their profile.
login > clients
7. Added Prefix for contracts:-
We have added prefixes in contracts like invoices. Prefix is an alphanumeric code that comes before the contract or invoice number. You can add and modify it according to your requirement from finance settings.
login > settings finance settings
Now you can see the changes in contracts
8. Added Reminder Option for Time Tracker in Timelog Settings:-
A time tracker helps you see how much time your employees are taking in every project and task they are assigned to and allows you to keep track of the hours spent on individual tasks and on the project as a whole.
In this release, we added a reminder option for the time tracker that might help employees to start the tracker in case they forget to start it. You need to set the time so that on that time they will get the reminder notification and can start the tracker if they haven't.
login > settings > timelog settings
Note: If you are on leave, or there is a holiday in the company or you have already started the timer, in that case, there will no tracker reminder
9. General bug fixes
In our continued effort to make Worksuite the most reliable, we eliminated a number of key bugs in the App.
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