Release 2.3.0

🚀 New Features Flexible Time & Charge Management Managing billable entries just got a lot more flexible. You can now adjust time or charges allocated to a bill row at any stage of the billing life cycle, from draft to fully settled - without needing to delete and recreate rows. How it works: Click the Time Icon on any bill row to manage all allocations instantly. Pro Tip: For bills that are already generated, you can still utilize the existing "Allocate Hours" functionality for precision adjustments. Watch: Alex walks through the new allocation workflow (Video) Customizable Bill Due Dates You can now automate and track due dates for all your bills within Hidma. Set your defaults: Head to Settings → Configuration → Billing Settings to define your default payment terms (number of days). Template Control: Due dates are enabled by default on all templates. To toggle them on or off, visit Settings → Customisations → Document Templates. Bill due dates get automatically included when copying bills to XERO 🛠️ Enhancements & Improvements Billing Workspace Optimized Preview Pane: To give you more screen real estate, the bill header (client details, dates, etc.) is now collapsed by default. Need to see the specifics? Just click the new Show Bill Details button. Enriched 'Ready to bill' export: When exporting your "Ready for Billing" list, you can now include full Project Details, including any custom fields you’ve defined. Xero Integration Write-off Mapping: You can now map Hidma write-offs to a specific Xero account code. If you have payment sync enabled, write-offs will now sync correctly across both systems. Setup: Go to Settings → Integrations → Xero and select your default Write-off account for each connection. Smarter Validation: No more guessing why a bill can't be pushed to XERO. If you attempt to create a bill with unmapped items, Hidma will now provide clear, actionable feedback. You'll be prompted exactly if either the Client, Tax Rate, or Template need to be connected to Xero. Watch: See how Smarter Validation helps you fix sync errors (Video) Coordinated Client Closing: When closing a client in Hidma, you now have the option to automatically archive the corresponding contacts in Xero, keeping both systems in sync effortlessly. Enhanced Audit Trails: We’ve added the ability to include detailed audit history notes when syncing contacts or bills. This identifies exactly which Hidma user originated the update in Xero. Note: The enhanced audit trails are currently a back-end toggle. Please contact our support team if you’d like to enable this for your account. 🐞 Bug Fixes Automatic Primary Selection: To save you a click, if a client has only one contact detail or address, Hidma will now automatically select it as the primary option. 💡 Summary (The TL;DR) Edit Bills Faster: Adjust time/charges on any row without deleting them. Write-off Sync: Map write-offs to specific Xero account codes for cleaner books. Error Handling: New validation prompts (and a video guide!) for Xero sync issues. Due Dates: Automated payment terms are now available on all templates. Cleaner UI: Bill headers are now collapsed by default for a better view.