The release notes is a brief guide to newly-released features and improvements, along with a Help Guide link to learn more. Please see AroPost, our bi-monthly feature updates blog, if you'd like to learn a bit more about these features.
5 February, 2025 - Hours required field
We've made Hours a required field when entering labour on a Task in AroFlo Field. Previously if you had entered labour notes but forgotten to enter Hours and Saved the task, you would lose the labour notes. Now you'll get a prompt reminding you to enter the Hours.
More on recording labour on a task
January 2025
22 January, 2025 - Transaction Term banners
21 January, 2025 - AroFlo App Update
The latest version of our AroFlo app means that when opening links to AroFlo, the link will now open in the app!
Learn more about the AroFlo App
13 January, 2025 - Office: Invoice Reminder Template Event Message
You can now use your own conditional logic for the Invoice Reminder Template event message, which means you can choose your own conditions that need to be met before your message triggers.
December 2024
18 December, 2024 - Periodic Tasks: Prefill Substatus
We've added the ability to enter a substatus for periodic task templates, meaning that you can set a default task substatus for generated periodic tasks!
Learn more on Creating Periodic Tasks
12 December, 2024 - Quote Email Data Elements
We've added some quote-specific data elements to email templates:
- Quote Description
- Quote Exclusions
- Estimator Given Name
- Estimator Surname
- Estimator Position
11 December, 2024 - Update to Login Page
We've removed the word ‘Email’ from our login page and kept it as ‘Username’, to minimise confusion when logging in. Note that if your username is your email address, this will still continue to work.
9 December, 2024 - Office: Next Schedule on Task Preview
The Task Preview now shows you the day, date, time, and Resource details for when the task is next scheduled. Click this to open the schedule details in your calendar.
9 December, 2024 - Updates to AI Bill Scanner
We have added the ability to map the Total Ex and Tax Total on the AI Bill Scanner. These fields ensure that the imported AroFlo Bill equals the same value as your uploaded Bill. AroFlo will insert a rounding adjustment line item on your purchase order and bill with the value if using these fields and you do have a discrepancy with values.
4 December, 2024 - Field: Adding Inventory items to Invoices
We've given adding Inventory items on Invoices in the Field a grand makeover. It now uses an identical format as adding items to Quotes.
More on Adding items to Invoices | More on Adding items from Inventory
3 December, 2024 - Import Quote History
We have improved the behaviour of importing Quote History. If the quote you're importing (via Multi-Search > Quote History) contained labour breakup per line item, but your current quote doesn't, you'll now receive a warning prompting you to expand your labour hours.
More on Labour breakup | More on importing Quote History
November 2024
29 November, 2024 - Credit Notes on Project Invoices and auto approve
You can now create Credit Notes on Project Invoices!
In addition, when creating a Credit Note from an Invoice or Bill and allocating at the same time, AroFlo will now approve the Credit Note as well to make it easier when integrating to your accounting package.
Read more on Client Credit Notes | Supplier Credit Notes
28 November, 2024 - Tracking Centres filter on Bill Reports
You can now filter by Tracking Centre for Bill reports.
28 November, 2024 - Counter on Assets tab for Periodics
You'll now see a counter for assets on Periodic Task Templates for both baseline and variable service templates, saving you from counting assets or running reports to double-check.
27 November, 2024 - Office: Create Task from Task List
You can now easily create a new task from a Task list! Look for the Create Task button.
This is available from both the open and closed task list.
26 November, 2024 - Xero: Posting timesheets in separate sessions
Xero users can now send multiple timesheet entries for the same user across separate sessions for the same pay period.
This will save you from having to manually add items in Xero, if you've already posted entries for that user in the same pay period.
25 November, 2024 - Office: Event Messages refresh
We've improved the look and feel of Event Messages, making them much easier to create. Only the important information is displayed, while optional info is hidden within the 'Show More Options' button.
Look out for more exciting features with Event Messages shortly!
Learn more about Event Messages
25 November, 2024 - WIP Report by date
We've added a new standard Task report called Task Work In Progress (WIP) By Date. This report is useful to see what costs were incurred and invoices raised between specified dates, and easily shows you a breakdown of your Profit and Loss by showing you your costs and invoices between a date range.
You can use this standard report as is or create a custom report if you need to edit the key information or add additional info to it
Check out our new Work in Progress Reporting help article for more information.
21 November, 2024 - Autosave on Quote Preview
In September, we introduced autosave on the Task Preview, and now we've done the same with Quote Preview, making it even easier to update key information when working with the Preview!
AroFlo will now automatically save the quote you're on when updating the following fields:
- Status
- Substatus
- Acceptance Status.
21 November, 2024 - Office: Bulk Actions for Documents and Photos
We've introduced bulk actions for Documents & Photos areas, which means you can easily modify multiple files in one action:
- Change the document filter
- Move files to other document folders (for areas that have document folders)
- Download files
- Delete files.
21 November, 2024 - Field: Filter non-completed required Task Asset Fields
You can now set a filter to only view assets with required task asset fields that are yet to be completed. This is useful if some assets on a task have already had some required fields filled out and you want to quickly view the remaining ones without scrolling through the entire list.
You can even save this filter as a custom view to easily select the filter in future.
In addition, when trying to complete a task that has assets with required fields that are yet to be completed, you can now tap the warning banner to easily apply this filter and affected assets will be highlighted in red.
More on Task Asset Fields in AroFlo Field
18 November, 2024 - Variable Service Template Material Items
For Periodic reports, we've added several Variable Service Template-related fields. Use these to help you distinguish if items added came from Variable Service Templates or the Periodic base template itself.
13 November, 2024 - Periodic Reports new fields
We've added two new fields to Periodic reports:
- Owner - useful if using different Business Units and you want to distinguish which periodics belong to which unit.
- Project Manager - useful if you create periodics within Projects and you want to show the manager of the project.
12 November, 2024 - PolyPlan Quote Line Item Template
Using PolyPlan? Take advantage of our PolyPlan import template when using our Bulk Data Import tool to import quote line items, saving you from creating your own mapping template.
11 November, 2024 - Task Worksheet links in Credit Notes
We've included the task information on credit notes where billed or invoiced items are linked to tasks. Click the link to access the corresponding task.
Read more on Client Credit Notes | Supplier Credit Notes
11 November, 2024 - Compliance Form fields names
We've made a few improvements to Compliance Form fields:
- The ‘Name/Incident/Identification’ field has been renamed to 'Form Name / Incident'
- ‘Task/Job’ from the Compliance Items list has been renamed to ‘Task’
- On a Compliance Form, you can now click on the Task Name field to open the task
11 November, 2024 - L&H Supplier Catalogue and Connect
You can now use Lawrence & Hanson for our Supplier Catalogue and Supplier Connect features.
More on Supplier Catalogues | More on Supplier Connect
8 November, 2024 - New Standard Report - Project Over/Under Billings
We've created a brand-new standard Project report showing you Project Over/Under Billings. This report is designed to show you whether your projects have been Over or Under Billed, answering the question "Am I allowed to invoice more money?"
The report uses the Project amount and the completion percentage to work out how much of the project has been earned and then takes this away from how much has already been invoiced to give you a Project Value Claimable. If you've claimed for over what your project is worth, you will have a negative Project Value Claimable amount.
Check out our new Work in Progress Reporting help article for more information.
7 November, 2024 - Mandatory fields for Capture Signature
In Office and Field, we've added a red asterisk next to mandatory fields when capturing a signature, to make it easier to know which fields are required.