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Cloning Material Items and Assemblies, Project Description on Invoices, and Fixes

March 22, 2018

Cloning Material Items and Assemblies

(Affects TidyEnterprise TidyWork TidyBuild TidyStock)

You can now clone Material Items as a quick way of adding similar items. When you expand a Material Item or an Assembly to view, you will now see a Clone button on the top bar. Pressing this button will make a new item with the details of the existing item copied in. You will then be able to edit and save the new item. A number code will be added to the end of the Code and Name fields starting at 000001 and incrementing each time you clone the item - though you can edit this if required. The initial cost and quantity of the new item will be 0.

(Affects TidyEnterprise TidyStock)

Assemblies can also be cloned in the same way as Material Items (as above).

Project Description on Invoices

(Affects TidyEnterprise TidyWork TidyBuild)

The Project Description can now be shown on invoices. Previously the Project Name was always shown on an invoice. Now you have the choice of showing Project Name and/or Project Description. This is set in Global Settings > Company Settings > Sales & Purchases. Initially this is set to Project Description (which will give the same output as before this update).

Fixes

(Affects TidyEnterprise TidyWork TidyBuild)

Fixed an issue which prevented Projects with an extremely large number of tasks from loading.

(Affects TidyEnterprise TidyWork TidyBuild)

Xero limits the amount of information which can be received from another application, like Tidy. This has sometimes caused a "Service Unavailable" error from Xero when a large number of invoices are sent at once. We have made changes to better handle this Xero limitation when generating Invoices.

(Affects TidyEnterprise TidyWork TidyBuild TidyStock)

Added a measure to prevent a Purchase Order, which has already been exported to your connected financial accounting system (Xero, etc), from being exported again after a partial receipt.

(Affects TidyEnterprise TidyWork TidyBuild TidyStock)

Fixed the issue of a duplicate invoice showing in the Invoice Queue for Fixed Price Projects in some circumstances.

(Affects TidyEnterprise TidyWork TidyBuild TidyStock)

Fixed the issue of a potential duplicate Purchase Order Invoice being created due to a failed export to the connected financial accounting system (Xero, etc).

(Affects TidyEnterprise TidyWork TidyBuild TidyStock)

Fixed an invalid unit conversion being allowed in a Bulk Import of Material Items.

(Affects TidyEnterprise TidyWork TidyBuild TidyStock)

We have updated a handful of icons to further improve the user interface following the previous major icon upgrade.

Minor Fixes & Release Notes