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Template Improvements, Material Entry Filtering, and More

September 13, 2019

Custom Template Keyword for "Units"

(Affects TidyEnterprise TidyWork TidyBuild TidyStock)

​We've added a Keyword for material "Units" for use on all custom document templates.​When creating custom document templates Units can now be used.

{{ItemUnit}} - the abbreviated unit e.g. km

{{ItemUnitName}} - the name of the unit e.g. Kilometres

Project Console Materials Entry list filter

(Affects TidyEnterprise TidyWork TidyBuild)

We've added a filter on the Project Console Materials section to search the Materials Entry list.

A project manager or peer manager can now filter the list of materials entered on a project.

​ Sale Date updates to Current Date

(Affects TidyEnterprise TidyStock)

We've added a setting that gives user the option to automatically change the date of a saved sale to the current date.

A setting in Global Settings, if enabled, the sale date will automatically be updated to the current date when opening a previously saved sale or credit note.

This also effects the calculated "Invoice Due" date calculation.

Please note: The features above are automatically included in all plans and incur no cost to you.

Minor Fixes & Release Notes