What's new in hidma

Improvement (Billing): We’ve enhanced the group functionality on the Create/Edit Bill page to simplify your worfklow. When you select only one item, the system will now automatically pre-populate the group name for you. This ensures faster and more efficient bill creation and editing. Fix (Timesheets): The timesheets action button on the mobile page is now continously on your screen Fix (Timesheets): Scrolling down in the Manage Timesheets or View All Timesheets pages will correctly load additional timesheets. Fix (Timesheets): Restoring a deleted timesheet entry now works as it should Fix (Users): Saving of new cost rates now works correctly again.

Improvement (Auditing): Auditing in Hidma has been significantly enhanced, providing more comprehensive tracking of user actions across the platform. While audit trails are not yet viewable within the application, future releases will include widgets to display and interact with audit trail data. Improvement (Billing): All methods for adding hours to a bill—whether using the retainer function, grouping, or allocating hours after a bill has been settled — now share a consistent interface. This update allows you to easily cherry-pick hours based on the users contributing to them. Improvement (Mobile): The mobile experience has been improved for smoother interactions. Additionally, you can now swipe to delete timesheet entries, making mobile use more intuitive. Improvement (Clients): The Clients Summary page now includes additional filtering options, enabling you to sort clients by their types for better organization and accessibility. Fix (Payments): The payments search filter now functions as expected. Fix (Reporting): Fetching internal and personal reports has been resolved. Fix (Settings): Issues with reordering fields in the Client, Job, Project, and User Profile Configuration pages have been fixed.

New Feature (Clients and Projects): Client and Project codes can now be managed through dedicated settings. You can assign codes as either free text or have them automatically generated based on configurable rules. These rules can also be tailored to specific Client or Project Types, allowing for greater flexibility and organisation. Have a look at this instructional video for a more detailed walkthrough. Improvement (Payments): Payment codes can now be configured with the same level of flexibility as bill or receipt codes. This applies to all transaction types including Payments, Allocations and Funds. Have a look at this instructional video which demonstrates this functionality in more detail.

New Feature (Billing): Hidma now supports detailed billing rows, enabling you to display a clear breakdown of any fees included in your bill. Watch this instructional video to learn more about how to use this new feature. Improvement (Billing): You can now set a custom starting number for the generation of document codes. This update allows you to configure Bill and Receipt codes to begin their sequence from any number you choose, offering greater flexibility in managing your document tracking. Navigate to Settings->Configuration->Billing to manage these settings. Improvement (Payments): The payments has now been optimised to refresh automatically when new payments are added or deleted and to better handle any errors. Improvement (Receipts): When generating a receipt for a bill, the receipt date will now automatically match the date of the most recent allocation associated with that bill, provided it hasn’t been covered by a previous partial receipt. Fix (Payments): Sorting by any column in the Receipts table now functions correctly. Fix (Clients): Opening balances in client account statements are now calculated correctly. Fix (Projects): Adding a comment whilst creating a new project now works as it should

Fix (Reporting): An issue which was stopping expandable Report rows from being expanded has now been addressed

Improvement (Projects): We’ve introduced more granular permissions for projects, allowing for more control over who can access specific project details. Permissions now include options for viewing project cost, budget, recoverability, and all project statistics, providing teams with tailored access based on their roles and needs. Improvement (Reporting): We've added a dedicated tab for Non-Billable hours within the reports functionality. The Unbilled Hours tab now exclusively displays unbilled hours that are billable, ensuring clearer categorization and reporting. Fix (Timesheets): The Copy To feature in the timesheets page is now working as expected. Fix (Jobs): The description field now displays correctly when viewing the profile of an existing job.

Improvement (Teams): If working hours are enabled for user profiles, you can now enter time in decimal format (e.g., 20.5 hours), allowing for more precise tracking. Improvement (Timesheets): Reactivating an inactive user profile will no longer generate empty timesheets for the period of inactivity. Improvement (Payments): Payment details now display both the source of funds and a list of fund allocations. Fix: Editing of existing specific charge-out rates no longer throws an error. Fix: Sorting of charge-out rates in the charge out rate logs works as it should

Fix (Billing): When editing or viewing an existing bill, all items which have already been added to the bill are shown correctly in the unbilled jobs table.

Fix(Timesheets): Margins on the printer friendly version of timesheets have been adjusted Fix(Timesheets): Non billable business hours totals are now shown correctly in the Manage Timesheets and View All Timesheets pages

Feature (Billing): We’re introducing a new feature that allows you to close off unbilled time against bills that are either fully or partially settled. This enhancement is particularly useful for projects that require upfront billing (before work begins) or where partial invoices are issued throughout the project's lifecycle. By closing time entries against these bills, you can ensure that your team’s charge-out rates are accurately adjusted, reflecting the actual work covered under the bill. Closed-off time entries will be clearly marked in your reports for easy tracking. For a step-by-step guide on how to use this feature, check out our detailed instructional video. Feature (Timesheets): Printing a timesheet is now easier than ever. Simply click the print button while viewing the timesheet, and you'll be prompted to select the details you'd like to include. A new tab will then open with a print-friendly version, ready for you to print. Improvement (Billing): Bill templates can now be selected / changed at the point of billing. This will be very helpful if you need to make use of different templates for different clients or different kinds of bills. For more information on configuring Bill Templates please have a look at this instructional video. Improvement (Billing): You can now manually change the billing period of a bill. When editing, simply click on the date range in the bill preview and select your preferred start and end dates. Improvement (Billing): You can now specify a date when creating charges or discounts, this is especially important if they are in a different currency. Improvement (Reporting): If you have enabled default charge out rates, you will now start seeing the proposed charge amount in your reports. This amount will also take into consideration any specific rates which were configured in the system. Improvement (Timesheets): Timesheet statistics in the View All tab or Manage Timesheets tab now show a split of business hours into Billable and not Billable. Fix (Clients): The job lists in Project Cards on the Client Dashboard now gets truncated to avoid unnecessarily long lists.