The Quote Value Report will show the Total Quote Value, Pending Value, Won Value, and Lost Value.

Added a Category column to the Quote Status categories, with the values Pending, Won, and Lost.

A Contract Details section has been added to display all contract jobs, with a link to view each job. Jobs in the current term will be marked as Current Term in yellow. A View Jobs button has also been added to display all contract jobs in the job list.

Jobs filter added option to filter with Contract ID

New Features Notification

A new lightbulb icon has been added to the top navigation bar. When a software update or new feature is released, the icon automatically glows amber with a green dot to let you know something new is available.

Simply click the icon to open the latest release notes in a new tab. Once clicked, the notification clears — just for your account. Other users will continue to see the notification until they view it themselves.

Task Board & Settings — Features

Sort Level

• All Columns (Board) — apply one sort order across every column
• Specific Column — override sort for individual columns independently; columns with an override are visually flagged

Sort Fields

• Manual Arrangement — drag and drop card ordering
• Date Created — when the task card was added
• Date Last Updated — most recently modified first
• Customer Name — alphabetical by customer
• Responsible Person — alphabetical by assigned user
• Follow-up Date — nearest upcoming follow-up first
• Quote Number (quote boards only) — newest quote number first
• Quote Date (quote boards only) — date the task or quote was raised

Sort Direction

• Ascending ↑ or Descending ↓ toggle per sort field

Actions

• Apply Sort — saves and reloads the board immediately
• Clear Override — removes the column-level override, falls back to board-level sort
• Cancel — closes without saving

SEPA Monthly Account Movement Summary — new report with First DD, Recurring, Re-presented, New Mandate and Failed rows plus drilldown drawer

Drill-down Drawer

• Slides in from the right on row click
• Kendo Grid showing individual accounts for that category
• Columns: AccountRef, Customer, Mandate ID, IBAN, amount
• Client-side search filter (AccountRef, Customer, Mandate ID, IBAN)

Chart

• Bar chart + Pie chart toggle
• Switch between Accounts view and Revenue view
• Animates on load

Exports

• Summary only (Excel)
• Single category detail (Excel)
• All categories — one sheet per category (Excel)
• Combined — Summary + 5 category sheets in one file (Excel)

Filters

• Month / Year selector
• Load button to refresh data