2019.3 brings many improvements to invoicing

2019.3.0 - Happy Friday! We've been working hard on improving the invoicing experience. Today's update brings some much needed updates to the FoxOMS quote and invoice editor, with better layout and responsiveness for a whole range of screen sizes.

This update also brings with it the ability to customise the text description (a very popular feature request) of invoice items via several new fields within rate schemes.

Screen Shot 2019-03-08 at 09.29.02.png

Speaking of Rate Scheme improvements, we've also reached feature parity with rate schemes on the developer API, so full Create, Read, Update and Delete is now supported on the rate scheme endpoint.

The Admin -> People screen got a makeover with the main table being upgraded to our dynamic column datatable, giving you easy access to almost all of the attributes of each person. The table also includes export options for Excel, CSV and PDF files.

This release fixes around 20 minor and miscellaneous bugs across the app, with minor performance improvements also rolled in.

As usual, if you have any feedback on this release or have other feature requests for FoxOMS, we always welcome them at our support portal.

Enhanced Schedule Permissions and API > Booking Improvements

2019.2.2.1 - Introduces a new setting for people that are both Users and Resources, called "Schedule Booking View". This new setting gives you more fine grained control on the bookings that these people are allowed to see within FoxOMS.

We also continued to make big improvements to our API, this time adding more helpful information to the bookings endpoint, such as names of clients, more information on projects, as well as data on the quotes and invoices that were generated from each booking.

Booking notes now wrap in booking window

2019.2.1.3 - Bookings with long notes will now neatly wrap in the booking overview window and can be viewed fully in the booking preview window.

Resource booking feeds, week numbers in views and a new booking preview feature

2019.2.1 - In this version we've introduced a new type of booking feed which displays bookings based on a single resource. This is ideal if you're setting up iPad style displays for your rooms which need to regularly sync down bookings for just a single resource.


We've also introduced an option to display week numbers on all the schedule timeline views, giving you a better sense of where you are in the year.

Lastly, we've introduced a new 'booking preview' feature which displays a summary of the booking fields in a lightbox, rather than opening the standard booking sidebar editor.

Fixed issue that prevented resource panel from loading

2019.2.0.1 - Issue presented when no resource groups (parents) had been created.

API additions allow for complete external resource management

2019.2.0 - This release brings full Create, Read, Update and Delete (CRUD) features to the Resources API. This means that with a little bit of custom code, you can completely automate the creation of your resources in FoxOMS.

We also re-wrote the Admin -> Resources section in the web app to use the new resource API features. This is all part of our big push to bring feature parity to both the API and Web apps over the coming months.

2019.2.0 also adds two new columns to the Booking spreadsheet export, Total Quoted and Total Invoiced which gives easier access to this important data. We've also added an additional Booking Label Template, improved the user experience for people starting on a trial and fixed a bug that could cause the Admin Side Panel to get laggy.

Default Invoice/Quote Templates

2019.1.2 - Happy 2019!

In this release we've added the ability to define "default" invoice / quote templates, streamlining this part of the creation process.

We've also added invoice templates to the API, the first module with full Create, Read, Update and Delete functionality (CRUD). More endpoints will follow soon, allowing more integration options and will eventually allow us to develop an app for better mobile booking functionality.

This release also fixed an issue where invoices with two different resources that had the same name would fail to generate correctly as well as an issue where the tax rate would apply rounding on invoices, causing a tax rate like 8.75% to incorrectly calculate as 8%.

Automatic Client Prefill on Bookings - Added a new feature where selection of a project will automatically fill in the booking client field with the client selected on the project. This feature is immediately available to all clients.

If you update a bookings project and the client has already been set, you will see the following warning asking you if you'd also like to change the client to match the project:

Screen Shot 2018-11-13 at 12.33.38.png

Person Edit Sidebar now displays linked Organization Details

2.3.29 - If a person is linked to an organization, the contact and address information from that organization is displayed in the person edit sidebar. Also fixed an issue with field validations not working correctly in the Admin -> People and Admin -> Organization sidebars.

Fixed issue with Schedule Booking Feeds - Fixed an issue with creating and deleting new schedule booking feeds. Also removed the requirement to have at least one booking in the feed before importing into calendar clients.

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