What's new in hidma

Fix (Timesheets): The My Charges tab on the Timesheets page now works as expected.

Feature (Billing): It is now possible to export all items related to a bill to a csv format. You can choose to export all billed items, all unbilled items or all items which are showing on the create bill page to this download. If the show non-billable items option is enabled, non-billable items will also be added to your csv file. Have a look at this short demonstration of this feature in action. Feature (Billing): You can now export all unbilled projects to a CSV file. Any filters or sorting applied on the Bill Summary page will be preserved in the export, giving you a consistent view. Improvement (Billing): When creating a new bill, you can now click on a multi-user row to view a summary of all combined unbilled entries for those users - making it easier to review unbilled time belonging to multiple users. Fix (Bills): Any changes made to a bill's external code within a bill table, will now be reflected immediately. Feature (Clients): Get a clearer view of a client’s work in progress with the new Client Dashboard report. Customize the report to include any combination of the following: unbilled time (always included), expenses (charges and discounts), non-billable time, and billed entries. You can also filter the report by date range to focus on specific periods. Once generated, the report can be exported as a CSV or a cleanly formatted PDF. The PDF version organizes entries by project and includes summary totals grouped by user or expense type for easier analysis. Have a look at this detailed instructional clip for more details. Improvement (Clients): Client statements now display receipt codes (or invoice codes if RFP mode is enabled) alongside their corresponding bill codes for easier reference. Additionally, write-offs and refunds are now fully reflected in the statement, providing a more complete and accurate financial overview. Improvement (Clients): A table listing all receipts has been added to the client dashboard. Feature (Payments): You can now issue refunds directly through Hidma! If a client has a positive funds balance, refunds can be processed quickly and effortlessly - giving you a more realistic transaction history. Watch as Alex walks through this new feature in more detail in this short clip. Improvement (Payments): The New Payment transaction screen has been redesigned to appear as a full page rather than a pop-up. This expanded layout gives you more space and flexibility to manage partial payments, apply credits, and handle write-offs with greater ease. Improvement (Payments): When completing a payment allocation, you can now choose to display any associated write-offs directly on the receipt - or on the invoice if RFP mode is enabled. To enable this, simply tick the Show write-off amount in receipt option when finalizing the payment. For a detailed walkthrough, check out this instructional clip. Improvement (Reporting): Every report now includes a convenient totals row at the bottom. Additionally, if you have the payments module enabled, the Billed and All report types will now display the Paid Amount, Amount Written Off, and Amount Credited columns. On smaller screens, the last two columns will be hidden but will appear when viewing the report on a larger screen. Improvement (Timesheets): When creating a new timesheet entry, the calendar date now appears alongside the day of the week - making it easier to confirm the correct entry date at a glance.

Fix (Timesheets): The View All tab in the Timesheets now loads correctly Fix (Reporting): Download a report for Non-billable time works as expected.

Feature (Bills): Hidma now allows you to cancel outstanding bills. Cancelling a bill will release all associated time entries and charges. You can also view and download a PDF version of the canceled bill, which will include a watermark indicating its canceled status. Have a look at this instructional clip to learn more about this feature. Improvement (Bills): All methods for adding hours to a bill—whether using the retainer function, grouping, or allocating hours after a bill has been settled, now provide the option to group and split hours by individual or display them as separate entries. This enhancement ensures more precise time allocation to bills. Improvement (Bills): Charges can now be closed off against bills even after they have been generated. Improvement (Timesheets): Users can now create and view charges and discounts directly from the Timesheets page. This feature is especially useful for staff who frequently manage disbursements or client charges. To enable these features, navigate to Settings → Configuration → Timesheets and activate the relevant options. Improvement (Clients): Client Statements now also include write-offs and receipt codes. Improvement (Clients): The Client Balance widget on the Client Dashboard now displays a consolidated balance across all organizations. Feature (Projects): Users can now download a list of projects from the project summary page. Customize your export by selecting the details to include and applying filters to tailor the list to your needs. Improvement (Projects): The project summary page now supports sorting, allowing users to organize results based on their preferences. Improvement (Reports): Reporting pages have been optimized for significantly faster loading times. 🚀🚀 Fix (Bills): The date range selector on the Create Bill page now correctly considers both the start and end dates. Fix (Client Groups): Inactive clients can now be selected when modifying client group members in the Edit Client Group profile. Fix (Payments): Downloading the payments summary as a CSV file now functions correctly. Fix (Timesheets): Timesheet rows associated with deactivated clients are now automatically locked.

Fix (Billing) Editing an existing bill row now works as expected

Fix (Payments): It is now possible to add comments when giving Credit on Account, creating Credit Notes or when creating Write-Offs. Improvement (Timesheets): Users with management roles can now change a Project's status directly from within their timesheet Fix (Payments): Credit on Account is now listed as one of the available client balances during the allocation process. Fix (Billing): Sorting of rows within a bill has been re-instated.

Improvement (Payments): The payments functionality has been significantly enhanced in this release. You can now make partial allocations to any row within your bill, allowing precise distribution down to the smallest unit of currency, such as €0.01. Watch as Alex walks through this improvement in more detail in this short clip Improvement (Billing): Percentage-based charges and discounts applied to specific bill rows (rather than the entire bill) are now displayed more clearly within each row. Previously, these adjustments appeared as separate rows, making bills harder to read. With this update, each bill row now shows both its original value and any associated discounts or charges, improving readability and clarity. New Feature (Write-Offs): You can now write off entire bills or specific portions of a bill. It is important to note that when writing off a part of a bill, the write off is apportioned will be distributed across all selected bill rows in proportion to their value relative to the total of the selected items. Additionally, Hidma offers the option to update actual charge-out rates whenever a write-off is created. To enable this option, navigate to Settings → Configuration → Payment Settings and turn it on. For a detailed walkthrough, check out this instructional clip. New Feature (Credit Notes): This release introduces the ability to issue Credit Notes and apply Credit on Account for clients. Similar to Write-Offs, you can also choose to update actual charge-out rates based on credit notes. To enable this feature, go to Settings → Configuration → Payment Settings and turn it on. Have a look at this instructional clip for a deeper overview of this new feature. New Feature (Clients): You can now download a client list directly from the Client Summary page. Customize your export by selecting the details to include and applying filters available on the summary page to tailor the list to your needs. Improvement (Bills): The bill status 'Invoiced' has now been changed to 'Outstanding' to better reflect the payment status of bills. Fix: Adding options to multi-select custom fields now functions correctly.

Fix: Different Timezones no longer prevent the Welcome Dashboard and timesheets page from malfunctioning.

Fix (Clients): Creating contacts or addresses whilst creating a new client now works as it should.

New Feature (Payments): Bank accounts can now be enabled and utilized for payments in Hidma. This feature is especially beneficial for businesses managing multiple organisations in Hidma and using multiple bank accounts. Have a look at this instructional video for a comprehensive overview of this new feature. Improvement (Payments): You can now allocate funds across different organisations when creating a payment. This allows a client balance in Organisation A to be used to settle a bill issued by Organisation B. New Feature (Bills): You can now display the Amount Paid and Amount Due on your bill templates. When enabled, bills will show either or both of these values, which are automatically updated whenever an allocation is made to the bill. Improvement (Bills): Closing off unbilled time against bills is now available for bills with an invoiced status as well. Prior to this release, this was only possible on bills which were fully or partially settled. Improvement (Reporting): When navigating to the Reports page, you will now be automatically directed to the Unbilled tab of this page. Fix (Clients): Client profile pictures are now no longer overwritten or lost with subsequent updates to the same profile. Fix (Document Templates): Changing and cropping document images in a document template now works correctly, even when using very small images.