Being an agile software application means that some times we need to make some changes to our application. Whether it is a patch to correct those nasty bugs, or a major deployment for new product enhancements and modules. So we have compiled a comprehensive list detailing our QicWorks journey to date.
Full List of QicWorks Changes
See the latest in QicWorks Innovation in our blog: QicWorks Global Release - January 2022
Deployment Date: 06.01.2022
Server Update & Maintenance. This major server change resulted in some disruption to kiosk modes, group timesheet, email and Time card entries. Code was refreshed and deployed to resolve issues.
See the latest in QicWorks Innovation in our blog: QicWorks Global Release - December 2021
Deployment Date: 17.12.2021
Ability to create push payroll to future payruns for processing in MYOB and Xero
Installation of hyperlink to open the GPS locations in Google Maps for locations captured on mobile app submissions (Timesheets, Shift Reports, Expenses, Purchase Orders, Asset Transfers & Audits, Leave requests and stocktakes.)
Ability to deactivate paycodes in QicWorks. Any changes made in QicWorks are not reflected in MYOB or Xero.
Installation of warnings on Task Overview of Resources with expired compliance
Deployment Date: 09.12.2021
Release of New Companion App 3.0.1. Available in iOs and Android.
Deployment Date: 08.12.2021
Ability to have on email address in multiple accounts without being a partner. As part of this change User passwords are no longer visible.
Asset Management Dashboard release
Resource: Remove delete icon when Resource is a Staff member.
A copy of all Safety form submissions (ie 5 Whys, Task Analysis, SWMS, Incident Investigation and Hazard/Near Miss will appear in referenced Job library.
Prepopulate invoices with QicWorks Quote number and any order numbers referenced in Job or Task. User can then delete irrelevant numbers, edit or manually add reference numbers.
Form Module: Creation of new Task Number dataset. (Note: this dataset is not linked to the Job dataset in any way.)
Job List: Unselect User checkbox not working.
Improvements to loading speeds of Contact and Invoice pages.
See the latest in QicWorks Innovation in our blog: QicWorks Global Release - November 2021
Deployment Date: 25.11.2021
Beta release of Asset Management module including bulk action buttons, upload sheet, dynamic asset register, report asset locations or whom assigned to.
Schedule updates including:
Ability to print schedule as JON, PDF or Image.
Filter schedule by Job Status
Formatting patches - inclusion of scroll bar, expand columns, access details by double clickin g
View Job Company name in duration timesheets
Increase logo sizing on pdf documents for QicWorks purchase orders, invoices, expenses and quotes
Deployment Date: 17.11.2021
Ability to add a second email address to a User's profile. This feature is great when Users have time data sent to your accounting software that uses their personal email address. The second (business) email is used as the point of contact in QicWorks purchase orders, expenses, invoices and quotes. Users will still need to use their personal email address to log in.
Removal of Add Material button from base of Edit Billable Report.
Ability to enter an opening balance within Edit Billable Report.
Ability to send manually added attachments with your quotes.
Time stamping added to submission field in Bills.
Deployment Date: 05.11.2021
Release of new Materials report. This report is designed to track materials assigned or booked to a Job/Task either my the websever or companion app
Release of Stocktake report. A handy report detailing changes to stock (ie quantity, bin locations, upload images etc) captured via the companion app during a stocktake.
Ability to view Stock barcode, QR and RFI codes from within Inventory
Ability to enter Allowances for Staff without entering time.
Cleaning of code when calculating time with breaks.
More flexibility when calculating WIP. Choose between using Total Job Value or Net Job Value, which removes overhead value from your Actual values.
New warning in Time Approval is User has an Allowance assigned to them that they are not entitled to.
Deployment Date: 25.08.2021
Release of QicWorks Quote Enhancements including the ability to add Adhoc material items to quote (without saving them to Net/Billable Pricing tables,) Invoice from Quote and assign rounding differences to applicable financial categories (ie Resource, Material or Purchases)
Ability to enter and show Item/Code, Quantity and Unit of Measure on Invoices (Load and Manual Line items)
Standardisation of Quote, Invoice, Purchase Order, Expense, Delivery Docket and Bill item formats.
Set default expiry period to Never on Training Courses
Deployment Date: 23.08.2021
Beta release of Convert Quote to Invoice
Document library now has thumbnail view
Minor bug fixes to QicWorks Quote
Change to flow: Final invoice will close Job when Invoice has been released not on save.
Deployment Date: 12.08.2021
Remove Job number and description from pdf format of Purchase Order and Expense
Export functionality on Form Management and Submission tables
Fortnightly Payroll Approval - day view matches payroll period
MYOB code change to enable Expense, Bill and Purchase Order push as Item or Service format
Deployment Date: 05.08.2021
Email configuration to send a copy of Quote emails to Quote file in Document Management Library
Release of new layout for Document Management Library
Process change to lock WBS down as soon as the Job has data linked to it ie time, forms, expenses etc.
Coding release to prevent a WBS from being deactivated, if it has active jobs still assigned to it ie Jobs that are not Closed or Cancelled
Warning change to highlight duplicate document numbers ie Job, Task, Invoice, Quote, Expense or Purchase Order numbers
Task Overview - Ability to type in search field to find/set new classification for that Resource
Correct bug with Billable hours not saving in Time Approval screen
Hide Task>Resource Compliance menu item when Training module is not activated
Beta release of our new Document Management Library
Ability to push multiple paycodes ie 40hours at Ordinary Time plus 40hours at Casual Loading 25%
Timeclock crash when no job is selected with time entry
Deployment Date: 08.07.2021
Warning created to identify when a job has been created for Rates works, but Job's financials has value added as Quoted. If jobs are created this way Users are unable to invoice for the Quoted value using the Load Item function.
Set Add Note field on timesheet to auto show when adding second time entry
Correct bug associated with calculating GST on a negative line item in invoice.
Correct bug in Task Compliance auto check/select for Supervisor's training data
Deployment Date: 07.07.2021
Updates to MYOB leave capabilities.
Decimal place formatting on reports when decimal place settings differ for quantity and financial.
Add Job Name to Task Roster and remove Task Planner.
Add Create New Quote button to Quote Management table.
Ability to preload description, unit of measure, unit cost and supplier based on materials code in Purchase Orders and Expenses. These details are taken from your Nett Pricing Table.
Change in coding to create faster page loading when opening Expenses.
Deployment Date: 18.06.2021
Change in invoice flow. We noticed that some account owners were creating an unusually large number of zero value invoices. To rectify this we have now changed our invoice create flow so that your invoice number is now allocated when you save the document, instead of preloading.
Reply to email address added to purchase orders, expenses, delivery dockets and invoices sent from your QicWorks account.
Purchase order, Expense, Bill and Invoice table update to show documents that incurred errors when pushed. The 'green' successful tick will now highlight red when your push was unsuccessful.
Salutation not saving in Staff setup
Deployment Date: 15.06.2021
Ability to select multiple dates instead of first and last date within the calendar for our Job & Task Rosters
Updates to Quote v's Actual comparison report available within specific Job
Standardisation of creating new, assigning and booking Materials via Shift Report, Job Task and Net Pricing Table
Moving default Tax Rates, Chart of Accounts, Markups and footer details from Accounts Settings to individual Organisation(s)
Creation of a new report that compares job value and percentage complete with invoiced to date values. See: View Status Report for full details
Ability to pull Categories from MYOB and correction to duplication when pulling Tracking Categories from Xero.
Core Product Quoting component updates including ability to create kits, show or hide quote item details, ability to add once of purchase details to your quotes, as well as highlight which products or services are providing you with the most amount of profit.
Ability to backdate KPI targets
Deployment Date: 17.05.2021
Roster updates including the creation of teams for easy assignment in Job & Task Rosters, colour applied to non working or leave days for easy recognition
Improvements made to MYOB Item invoice push
Deployment Date: 11.05.2021
Beta release of our new Roster feature
Changes to Cost Management menu items under Business>Settings for easier navigation
Minor filter/name sorting changes within Inventory Management module
Deployment Date: 06.05.2021
Deployment of New Business Dashboard and Business Matrix. Dashboards now detail job and business ledger data that has been captured at midnight ensuring historical accuracy. Note: Any changes made to data with an entry date >30days will not be updated on dashboards .
Ability to filter Job Management table by Job and Task tags
Ability to set minimum order quantity values in Inventory
Roll up of Picking list items to make stock location and physical picking easier
Standardisation of how negative values are shown throughout application ie negative values now highlighted by brackets
Leave Management - Bug identified and corrected where QicWorks was pulling incorrect leave balances from Xero.
Leave Management - Changes to coding to leave as a total not by individual days.
Payroll - QicWorks will no longer override pay templates in Xero, instead pushing only the data collected in QicWorks ie if phone or accommodation allowances set/captured in Xero, these will be unchanged when QicWorks pushes payroll.
Deployment Date: 21.04.2021
Minor updates to Inventory Management Module found during beta testing.
Ability to show purchase order less committed values on Job financial bar. (Blue bar). Permission changes to blue financial bar in Job management so users can show/hide calculations as required.
Deployment Date: 16.04.2021
Beta deployment of Inventory Management Module
Remove ability to edit purchase orders, expenses or invoices when job has been closed. Instead Users will need to revert the job back to available or complete, and the document to draft status to be able to edit details.
Deployment of My Timesheet when account timekeeping is set as Duration
Deployment of HSEC module for Beta testing.
Streamlined flow when changing a Staff Members Classification ie edit opens on Resources name not the Resource table.
Bug identified and corrected to allow Users to enter 4 digit quantities ie accept comma format
Bug identified and corrected to filter Payrules by Organisation when creating a New Task. (Logic added that Payrules must be allocated to an organisation.)
Removal My Training from User's dashboards when Training module is not active
Deployment Date: 20.01.2021
Prepopulate markup on Purchase Orders and Expenses for Rates tasks, based on default account settings. (Markup for Purchase Orders and Expenses for Quoted tasks is set by Purchases for that WBS under the Job's financial settings.)
Added flexibility to be able to set your Quantity and Unit Cost fields to 2, 3 or 4 decimal points, independent of each other in Purchase Orders, Expenses, Bills, Invoices, Delivery dockets and creditor Credit Notes
Flexibility to add new contacts (Supplier, Customer or Lead) on the fly when creating new Jobs, Purchase Orders and Expenses.
Show WBS reference number in internal information on your Purchase Orders, Expenses, Supplier Credit Notes, Delivery Dockets and Bills.
Deployment Date: 14.01.2021
Installation of QicWorks help videos on new accounts. Video panel will show on the first 4 logins.
Beta deployment of QicWorks Partner Hub
Set permissions on ability to change Job Status on Job Management Table.
Paycode filters show all pay categories within Staff members profiles
Update to currency and VAT tax rates
Bug identified and corrected that was causing materials assigned and booked on tasks not to save
System smarts to capture job ledger costings at midnight to allow for accurate reporting of historical data.
Job Progress (Cost), Profit Report and Work In Progress (WIP) now able to report actual costs based on selected commitment value (ie Purchase order, Bill or Bill & Delivery Docket)
Ability to create a Final Receipt of Purchase Order.
Implementation of Purchase Order status: Draft, Issued, Receipt, Closed, Archived. Note: Closed removes the ability to add new bills, delivery dockets or credit notes to an order. Costs are still visible in Job Costings. Archived removes order costs from all financial reports.
Bug identified and corrected that caused Task Templates to delete when WBS Tree updated.
Deployment Date: 10.12.2020
Release of Expediting Report (Use to track outstanding deliveries) and Committment Report (Compare Purchase Order values with Billed Values). Navigate to Business>Reports to access.
Release of graphical representation of Task Categories - Cost & Time. Navigate to Job>Financials>Reports - Category Report and Category Timeline
Alphabetically sort Earnings Rate under Staff>Payroll Details
Deployment Date: 08.12.2020
Ability to select when you wish to commit your Purchase Order values ie on Purchase Order Issue, based on Bill value or on Delivery Docket and/or Bill values.
Ability to Archive Purchase Orders to remove them from all financial reports.
Show and override (if required) WBS markup on Expense and Purchase Orders at line item level. Markup values now come from job setup, at WBS line item level. (under the Job's financial settings)
Ability to remove billable cost from Purchase Order ie not on charge the Customer. Note: Removing the billable costs applies to all line items on the order. If you only need to remove the costs for only some of the items, you will need to create two (2) purchase orders.
Ability to filter Purchase Order management Table by Delivery Dockets, Bills and Credit Notes
Layout change to allow for easier access to create Delivery Dockets, Bills and Credit Notes for Purchase Orders
Third Pay Code not pre-populating in Payroll Approval
Deployment Date: 02.12.2020
Fix filters on Business>Reports>Non-billable Hour report
Bug fix for pushing multiple week payroll to Xero
Data validation added so that date/time must be entered on Task Milestones
WBS Cost Structure builder including the ability to upload template, system smarts to auto re-number nodes when dropped into position, as well as ability to mark WBS as active/inactive
Ability to create Task Categories to further filter Actual & Billable Reports, at Job or Task level.
Abiliy to filter Time & Attendance table by report type
Save + new button added to Leave Request and Contacts
Removal of override tickbox for expiring documents on Create a Training Sessions
Addition of manual Complete for Training Sessions
Fix bug on print icon to print Shift Reports, Invoices, Expenses and Credit Notes
Deployment Date: 20.11.2020
Templates - Process change so Templates can be created and edited before having to create a Job.
Templates - Ability to create Task Templates
Templates - Ability to create Job Templates and then attached existing Task Templates to it or create new Task
Permission change to restrict access to Actual and Billable reports and totals. Can be set at account permission or individual permission levels
Filter Job Management table by Organisation. Hide filter if account only has one organisation
Time approval now shows split time received from Shift Reports
Deployment Date: 10.11.2020
Deployment of our interactive Payroll Approval to cater for fortnightly and monthly pay periods
Correction for departments to pre-populate on purchase orders and expenses
Deployment Date: 06.11.2020
Ability to drill down in your Job's WBS report to view child node totals
Deployment Date: 04.11.2020
More intuitive process for approving times outside of pay period, for closed jobs or if time has already been invoiced.
Comprehensive Edit Billable Costs report detailing when times, or amounts have been changed post invoicing.
Manual percentage complete calculation within Shift Reports, including order of precedence for calculating Job percent complete
Ability to see Job number next to Task in Time Approval
Display percentage complete progress within Task Overview
Deployment Date: 02.11.2020
Ability to select which Invoice attachments you wish to push to your accounting software inc Purchase orders, delivery dockets, bills and expense
Hide functionality so that users are unable to add billable stock or Ad-hoc materials on Tasks or Shift reports when the Task is quoted. (Materials that are to be on charged to the Customer can only be added to Rates Tasks.)
Purchase orders, expenses and invoice values can only be edited on the original document, not from within Edit Billable Costs.