Release 2.4.0

🚀 New Features Recurring Bills You can now automate your invoicing workflow with Recurring Bills. This feature allows you to define a billing template and set a frequency for automatic generation. Getting Started: Navigate to the Billing page, click Add New, and select Recurring Bill. Smart Placeholders: Use placeholders in bill rows that automatically populate with specific data upon generation. Automation & Integration: Set a target status (Draft or Outstanding) for generated bills. If you use Xero, bills can be pushed automatically to your accounting software. Time Allocation: Hidma can now automatically allocate project hours to bills generated via a recurring schedule. Watch the detailed walkthrough by Alex here. Copying Bills We’ve introduced two streamlined ways to duplicate existing bills. Once copied, you can modify the content and easily associate new time or charges with the rows. Watch the quick demo clip. 🛠️ Improvements 💹 Billing & Revenue Redesigned Billing Page: We’ve overhauled the interface for better performance and organization. Instead of a single long page, we’ve introduced four dedicated tabs: Ready for Billing, Bills, Receipts, and Credit Notes. This results in faster load times and a more structured view. Advanced Filtering: You can now filter bills by Organization, Team, Bill Type, Status, and Date Range. Enhanced Bill Search: Finding an "elusive" bill is now easier than ever. You can search by text within bill rows, recurring bill titles, allocated jobs, or project names. Revenue by Project Report: The "Bill Rows by Project" report has been renamed to Revenue by Project to better reflect its intent. It now includes data from both bills and credit note rows. Project Revenue Flag: A new Affects Project Revenue toggle is available for all Charge types. This helps Hidma determine if a charge contributes to revenue (e.g., standard fees) or is a simple recharge (e.g., Disbursements). To modify these, head over to Settings -> Configuration -> Billing Settings and scroll down to Charges & Discounts. 📁 Files Bulk File Uploads: Managing documents is now much faster. You can now upload multiple files simultaneously by simply dragging and dropping a group of files directly onto the file widget. 🛡️ Compliance & Accuracy Xero Workflow Protection: To ensure accounting integrity, you can now prevent the deletion or cancellation of bills in Hidma that are "Authorized" but still unpaid in Xero. This is a tenant-wide setting; please contact our support team if you would like us to enable this for you. Unapproved Work Warnings: When creating a bill, Hidma will now warn you if the project has unapproved work. You can view a quick summary of all pending entries directly from the warning. Enhanced Audit Trails for Bill Deletion / Cancelling: Before deleting or canceling bills, you are now required to provide a reason. Choose from a list of common reasons or enter a custom one for your audit logs. Smart Credit Note De-allocation: For those not using RFPs, creating a credit note now allows you to automatically de-allocate associated time or charges. For partial credit notes, de-allocation applies to rows that are fully credited. ⌨️ User Experience Timesheet Hotkeys: Navigate your timesheet faster without touching your mouse with a now enhanced set of hotkeys: Arrows: Move up, down, left, or right between cells. A: Open the "Add New Row" popup. E: Edit the first row. 🐞 Bug Fixes Jobs: Fixed an issue where the status filter on the Jobs Summary page was not filtering results correctly.