Changelog
Follow up on the latest improvements and updates.
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How many times have you wrestled with an oversized project? Miles upon miles of railway to survey, or a truly heroic number of lots to stake out?
We know what you were doing. You kept adding proposal items until you were somewhere in the thousands and reviewing the thing had become less "quick look" and more "expedition".
So it's time we introduced a bit of parenthood to projects.
Much like proposal items before them, projects can now have children. You can split one enormous project into a tidy collection of smaller ones, name them by, say, lots, hand each a different client if you need to, and give each its own mapping information.
Best of all, you'll make your colleagues' lives rather easier. No more scrolling through an infinite scroll of proposal items just to log a timesheet, they can find their bit, record their hours, and get on with their day.
Big projects, finally cut down to size.
Want to find out more? Head to this article: Parent and child projects.

Some of you have wished for it. A few of you have asked rather more than wished. Well, good news, it's landed.
You can now drop a screenshot of your Kompass map straight into your proposal. No more faffing about with print-screens, cropping tools, and that one colleague who swears they know a better way.
It's there for clarity, really, so your customers can see exactly where you'll be working on their project, rather than squinting at a postcode and hoping for the best.
A small thing. But a thing of joy.

Ok, that's hard to describe, just to make my point, have a look at the image below!
So let's try and explain it in 2 sentences max.
You can now define who can view or edit specific fields under the client, contact, project, and quote item modules. Meaning, if you want certain employees to see all financial information but not be able to edit the price, you can do it.
If your CRM integration shouldn't allow users to edit the name of a client, you can do that as well. And you can be far more specific about the fields you want them to see and edit.
And in the end, that's 4 sentences of me trying to explain, oh well.
Here's an article that can enlighten you (or confuse you) further: https://support.kompassbms.com/article/285-field-permissions

Do you need more integrations? Do you have more systems to link with Kompass? We hear you. We are now fully integrated with Zoho CRM. And since you read this, we can also now integrated with Quickbooks Desktop, Sage 200, D365 F&O, bring payments from QBO, Sage 300, and Xero... Oh wow, we're on fire!

Your client says "yes, here's our PO", now Kompass actually remembers that. Log a Sales Order, invoice against it, and watch it draw down all by itself. Credit notes top it back up, journals leave it alone, and you'll get a friendly nearly there nudge at 90% before the cheeky over cap tap on the shoulder. One PO spanning three projects? That's three Sales Orders sharing a reference, living happily under the shiny new Billing menu.

Track what you owe your suppliers, not just what's owed to you. Raise a PO, log the Bill, pay it off, repeat. Now you can finally stop chasing receipts come Monday because you sorted it all out this weekend.

All that financial data has been sitting quietly inside Kompass this whole time. We had it, we just weren't showing it. Not anymore.
The Organizations list now displays a full quote-to-cash breakdown per client: Quoted, Accepted, Win Rate, Invoiced, Paid, Unpaid, and Avg. Payment Days. All sortable, all in one place, all yours!

For many of you, mileage is a crucial part of payroll or client invoicing. Now, your employees can simply log their travel distance alongside their daily timesheet entries.
This data can then be pulled directly into payroll, used for project performance reports, or invoiced straight to the client based on your holding rates. It’s just another vital piece of the puzzle that you can now keep exactly where it belongs, in one centralized place inside Kompass.

Remember the times when you had to scroll through every project in Kompass just to create a new timesheet entry? (Yes, you could have just typed the name, but let's not let logic get in he way of a good moan).
Either way, my point is that we've made the selection significantly smarter by pinning your assigned projects and tasks on the top of the list. It's faster, slicker, and saves you from scrolling projects you have never heard of.

When you're posting tens of invoices a week, you'll have to manually send them to your clients. Shall we count the number of clicks you'll have to go through for 50 of them? Let's not. He have a better option. Batch send them. Select the invoices you want to send, click that promising Harry Potter lightning bolt on top, and then select a document type or even an email template. Preview any of the invoices and, how liberating, click "Send Invoices". They're all of them out of the door in one swoop. What a relief!

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