Welcome to our changelog. Here, you’ll find a record of our ongoing development efforts, detailing the latest updates, enhancements, and improvements to Gojee. We continuously refine and expand Gojee to better meet your needs. Stay informed with our latest advancements.
Gojee 5.11 – 2024/12/02
Additions
- A new “Planning” toggle has been introduced to the Bill of Materials which will allow users to outline Start and End Date fields for job stages that can be implemented through the use of templates. This will aim to optimise job planning and associated processes on the system.
- A “Notes” feature has been implemented for line items in job Bill of Materials. This will facilitate scenarios where multiple staff are managing a sub-set of jobs, and information needs be shared on how a user came to a certain cost/price on a line item. To write/view notes, click the notes icon on the far right of each line item on the BoM.
- Users that have been allocated the “Timesheet Manager” user role type will now have the ability to allocate themselves managed staff for time sheeting purposes. When viewing timesheets, these users will only see the staff to which they manage. They will also have the ability to view all staff if required.
Previous Versions
Gojee 5.10 – 2024/11/15
Additions
- Reverse Bill Reconciliation: This feature will allow you to reconcile Purchase Orders and mark them as billed using supplier bills that originate from Xero. If you have such a workflow where your bills are automatically imported into Xero, then this feature will save any doubling handling of the supplier bills and facilitate a streamlined reconciliation process. Review a detailed documentation on this feature here.
- Progress Claims and Retentions: This new feature allows users to efficiently manage progress invoices and retentions for jobs and projects. This will allow staged invoicing throughout project phases and reduces financial risk by automatically holding a portion of an invoice (retention amount) until work meets quality standards, enhancing trust and transparency with clients. Visit our knowledge base for more information on this feature.
- A new “Save all changes” button to populate at the top of the job edit page when unsaved changes exist while trying to navigate to a new screen.
- The “Help” dropdown has been updated to include a new Gojee AI Assistant to help with general queries on system use, a link directly to Knowledge Base, an option to book a technical support call directly with our team and finally, a submission form to leave feedback.
Changes
- The “Job Actions” breadcrumb dropdown has now been replaced with buttons along the top of screen for ease of access. It remains as a dropdown on mobile to save space.
Fixes
- Addressed issue where job tracking categories would not be mapped to invoice items if that invoice was created from quote.
- Fixed issue with viewing tracking categories when editing an invoice.
- Updated import invoice from Xero modal to show updated tax values from Xero.
- Fixed issue with tracking categories when importing approved or paid invoices from Xero.
Gojee 5.9 – 2024/10/25
Additions
- A Business Performance Dashboard has been added. This shows a range of charts with real time insights into many aspects of your operations. Simply click on the new purple icon at the top left of the screen to access this dashboard.
Changes
- From the inventory edit page, if you click on the “Orders” tab, you’ll now be able to use hyperlinks to navigate directly to the job, the purchase order, and the supplier that linked to that order.
- Supplier contacts can now be pre-configured with personal delivery instructions to populate on purchase orders. This means, when you now go to generate a purchase order, the delivery instructions will be automatically populated for the supplier as configured, instead of having to write them manually each time.
- When making multiple purchase orders at once, each order can now be delivered to a different address.
Fixes
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(5.9.1) Fixed bug in picking slips where reserving an item and then saving causes an error.
Gojee 5.8 – 2024/10/11
Additions
- Added ordering functionality for Purchase Order creation and editing.
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(5.8.1) Ability to create invoices/quotes where the unit amount has 4 decimal places.
Changes
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The job list can now be sorted by job reference and job title.
Fixes
- Resolved bug where instance type could not be modified from untracked to tracked via CSV.
- Resolved issue where quotes generated sometimes don’t display tax information from Xero.
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(5.8.1) Fixed issue where recorded quantity displayed is wrong when consuming tracked-per-instance items with Multi-Unit of Measurement.
Gojee 5.7 – 2024/10/09
Additions
- Added system to prevent out of date jobs (jobs which have been updated elsewhere) from being saved.
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Cost breakdown between inventory, profession, and assets, and raw cost difference between budget and actuals in the forecast variance on job review page.
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Alert for users when jobs have a chosen reference number that is in use by another job.
Changes
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Migrated create quote process over to create Xero quotes instead of Xero invoices.
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High stock and re-order quantity now require either both or neither to be filled to prevent user input error.
Fixes
- Resolved bug where the amount in manual journals created was wrong when returning items to stock.
- Resolved issue on Inventory edit page where the cursor would not stay in data entry fields properly.
- (5.7.1) Fixed issue where catalogue or single-use items could not be created from the Bill of Materials.
Gojee 5.6 – 2024/10/01
Additions
- Added ability to sync Xero credit note allocation from invoices.
- Error message when users put invalid quantity on template edit page.
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(5.6.1) Added system to prevent out of date jobs (jobs which have been updated elsewhere) from being saved.
Changes
- Moved on-demand task start buttons on Active Jobs to top of page to assist mobile users and screen real estate.
- Customer job staff are now able to start tasks on demand.
- Job profit page is now sortable by job reference and job last updated time.
- Initial quantity setting and bulk stock adjustments CSV template files are now pre-filled with each item’s default location, or the organisation’s default location if the item doesn’t have one.
- (5.6.1) Tag list page now notifies users about duplicate tag names.
Fixes
- Fixed issue where clicking “edit” in the Template Actions menu would not go to the edit screen but clicking a menu divider would.
- Resolved bug where removing an item from the job Bill of Material with the stock control columns enabled caused the page to crash.
- (5.6.1) Fixed issues with Job Bill of Materials ordering being generally wrong and causing issues when viewing Bill of Materials and creating quotes.
Gojee 5.5 – 2024/09/18
Additions
- Added a button on the Staff Time Entry page to import time entries from CSV.
Changes
- Modified template export file content to be more consistent with template import file.
- (5.5.1) Disallowed attempting to sort some columns in inventory list.
- (5.5.2) Prevent changing type if inventory item is on an open purchase order.
Fixes
- (5.5.1) Fixed issue with updating inventory items using CSV import.
- (5.5.1) Failed or deleted prepayments no longer calculated as part of job list’s prepayment total.
- (5.5.2) Resolved bug where items could not be added to templates if a further internal template contained said item.
Gojee 5.4 – 2024/09/13
Additions
- A new “Entry” role in the Timesheet Module for allowing users to submit their own hours via the bulk Staff Time Entry page.
- The ability to add non-job tasks via bulk time entry.
- A new comment section for each row of time entry for saving notes.
- The ability to import templates from a CSV file, in line with recent “import from CSV” additions.
Changes
- Job import function has been updated to loosen restrictions and allow for some formatting issues to be ignored during import.
- When created from a job’s Purchasing page, purchase orders now reflect the order of items on the BOM.
Fixes
- Addressed issue where staff could not modify the type of task on the Daily Task Review page if input incorrectly.
Gojee 5.3 – 2024/09/04
Additions
- Ability to drag and drop items on the Job Bill of Material page. The order reflects to quote and invoices.
- A second location to add items into the BOM at the bottom of the page. Items added this way will be inserted at the bottom of the list.
Changes
- Job import function has been updated to loosen restrictions and allow for some formatting issues to be ignored during import.
Fixes
- Addressed issue where approving a quote can sometimes make the Job Bill of Materials page crash.
- (5.3.1) Fixed issue where cloning a job would sometimes not copy the job’s order.
- (5.3.2) Addressed issue in the Job Bill of Materials where Total Cost for templates, Qty Reserved and Qty consumed did not display correctly.
- (5.3.3) Addressed issues where sometimes a template’s price can be calculated incorrectly on the job BOM when combined with discount functions.
- (5.3.4) Solved issue where sometimes the job BOM would show a white screen after modifying a template outside the job.
- (5.3.5) Fixed issue where Job Review page and Job Quote page failed to load for very high value jobs.
- (5.3.5) Addressed bug where goods receipts with untracked items could not be voided.
- (5.3.5) Addressed oversight in the Job Bill of Materials where items within templates would not be addable to the base level of the Bill of Materials.
Gojee 5.2 – 2024/08/30
Additions
- A button on the Job List page that allows for basic bulk importing of jobs from CSV files.
- Additional units of measure that were missing from the system.
Gojee 5.1 – 2024/08/27
Additions
- Ability for job managers to manually mark POs and quotes as “sent” or “unsent”.
- Actions dropdown on Template list page with option to export all templates to a CSV file.
- Options menu for each template on both the list and edit screen for easy access to common actions.
- Ability to clone a template from both the template list and from within a template’s edit screen.
Changes
- BOM line item dropdown now shows item descriptions for easy distinction between items with similar names.
- Template edit screen now shows when the template has been modified and has an option to revert modifications.
- “Terminate” option for templates has been moved to Template Actions menu to prevent accidental presses.
- Sent emails will now display as icons for job PO, quote, and invoice lists.
Fixes
- Addressed issue with goods receipts not displaying original prices of ordered items, only received prices.
- Fixed problem where adding a supplier for an item wouldn’t display the supplier’s currency in initial modal.
- Solved issue where creating a purchase order for stock errors if the organisation had a very large quantity of different stock items.
Gojee 5.0 – 2024/08/22
Additions
- Multiple Units of Measure feature for inventory items, including a separate base, buy and sell UoM for each tracked stock item (beta version).
- Improvements to the picking process which enable users to choose what items from the BOM to pick, as well as each picking slip having its own workflow.
- Styling to the inventory list page to more easily see items that are below stock re-order quantity, or above high stock quantity.
- Shortcut to quickly re-order low stock from the inventory list page.
- A filter option to display the reserved quantity column on the inventory list page.
Changes
- Navigation dashboard screen styling has been updated.
- Navigation dashboard is now accessible to all users, and features will show based off the role(s) assigned.
- Styling added to icons on the BOM page for easy distinction.
- Purchase orders allow for manually choosing a specific delivery date, overriding item lead time.
Fixes
- Issue with item description not saving when creating single-use items.
- Issue where single-use items would be exported with inventory CSV.
- Issue with a job’s BOM not being re-assembled correctly from approved quotes.
- Other minor fixes.
- (5.0.1) Addressed a bug where many aspects of existing jobs (picking slip, record consumables etc.) created before 5.0 may not work correctly.
- (5.0.2) Issue where job cannot be saved after editing suppliers of untracked items.
Gojee 4.11 – 2024/07/03
Additions
- More streamlined process to create single use items. This includes default Xero account pre-selection, advanced options, and ability to edit single use items.
- Introduced the ability to preselect suppliers and edit supplier information on the BOM for a job.
- BOM columns are now colour-coded so it is easier to see which columns relate to which section.
- Ability to add attachments to Purchase Orders and include these attachments in emails sent to suppliers.
- Quick email button in quote actions dropdown on job quote page.
- A count of the number of comments on the tab in the job edit page as well as for workers checking job details.
- Notes of the maximum attachment size when upload buttons are hovered over.
- A new option in the reservation system allows reserving by selected item instances.
- (4.11.1) Stock On Hand report added, allowing for export of historic, cumulative stock on hand levels of all inventory items up to a specified date.
Changes
- Pricing schemes can now be brought back after being discontinued.
- Job purchasing screen and PO list is now more user-friendly.
- Pricing schemes list now show only active schemes by default.
- (4.11.2) Stock movement report page and stock on hand report page are now hidden for users with just the Job Manager role.
Fixes
- Attachments on jobs to remain on screen when saving the job.
- Addressed an issue where Xero branding themes couldn’t be deleted if previously used on a document in Gojee.
- Fixed an issue when loading the stock movement report page.
- Resolved job site history sometimes not showing past records.
- Blank purchase orders (created from jobs with an empty BOM) no longer error.
- (4.11.1) Bug where not all expense class accounts were showing up for organisation single use item account settings.
- (4.11.2) An issue with missing job’s information on popovers of staff schedule.
Gojee 4.10 – 2024/05/30
Additions
- Combined “Suppliers” and “Customers” into one Contacts page, more in line with Xero’s implementation. The navigation screen will now redirect Suppliers and Customer functions to this page.
- When viewing contacts on Gojee, you will have the ability to filter your contacts by customers, suppliers, or all at once. You can also have contacts that are neither a customer nor supplier.
- Dropdown arrow that allows batch filling of a job across all rows on the Bulk Time Entry page.
- Popup notifications on Contact Edit page, Customer and Supplier Create page, and Inventory Edit page. These notifications will replace the old message component that is usually displayed at the top of the page.
Changes
- Redesigned inventory item modal to make choice of single-use or catalogue items more visible.
- Popover on Purchase Order page to set quantity to be ordered now closes on click, instead of when mouse is moved away.
- Invoices generated from quotes now have functionality to show sub-items of templates.
- Quotes now must be in Open or Rejected status before they can be deleted.
Fixes
- Instances where the default currency is empty when creating new purchase orders.
- BOM item name in the job popover is no longer shortened.
- Explanations about staff roles now disappear.
- Missing currency labels on various reports and pages are now present.
- Creating/editing/importing inventory now takes leading/trailing spaces in item codes into account.
- Resolved issue where shipment status is not updated correctly when updating purchase orders.
- Instances where sometimes a comma is prepended to negative currency.
- It is no longer possible to “send” an email to a customer whose email address has not been recorded.
Gojee 4.9 – 2024/05/06
Additions
- Multi-currency support for invoices, quotes, purchase orders, goods receipts and supplier bills.
- Quote audit trail for creating, editing, approving, rejecting and sending quotes.
Changes
- Approval/rejection and Sales Orders on the quote/estimates page, now in a drop-down Quote Actions menu.
- Tasks started on demand for a specific job now also show job title in selection dialog.
- Job tasks started on demand now stay on the page until they are marked as complete instead of being removed when stopped.
Fixes
- Added ability to remove a sales person from customer job.
- A bug where changing the name of a single use stock item in a template causes the item to duplicate in the job bill of materials.
Gojee 4.8 – 2024/04/06
Additions
- Tags for jobs – this allows user to create, set, and filter by tags.
- Bulk data entry table for staff time.
- Sales person filter and column are now present on the job list.
- A “Received by” section (with fields for signature and date) now appears at the end of delivery dockets so they can be easily signed for.
Changes
- Restrict user from selecting account type BANK for inventory items.
- Asset cost per unit in jobs is now editable.
- Cost used on the job review page for untracked items and assets can be updated on the BOM page (i.e. these costs can be updated at a job level without updating the catalogue).
Fixes
- It is no longer possible for prepayments to take zero or negative values.
Gojee 4.7 – 2024/03/12
Additions
- Column category options for the job bill of materials (BOM) table.
- Link to edit catalogue item name from within the BOM page name popover.
Changes
- Item description popover on BOM is now opened and closed by clicking rather than hovering.
- Name of single use stock item to be editable in the popover mentioned above.
- Formatting of numbers on the BOM page.
Fixes
- Issue with quantity and total amount field being displayed/hidden inappropriately on quote creation page.
- Issue with confirmation modal appearing inappropriately on quote create/edit page while expected quote total and actual quote total are the same.
- Issue with validating customer’s email in Xero before saving job.
- Issue with invoice price being calculated incorrectly when creating from a quote.
- Issue with customer’s phone number not being stored correctly after the details were updated on a job.
Gojee 4.6 – 2023/01/29
Additions
- Buttons to reserve available items for a job and to save the job without exiting the page on the job edit page
- Buttons to consume all reserved items for a job and to consume available items with job required qty for a job on record consumable page.
- Allow users to set a prior transaction date when creating a goods receipt.
- Allow users to update/edit/void goods receipts.
- Xero tracking category integration, including dropdowns on Job create/edit page, invoice page and supplier bill page. Job’s tracking categories are also included in Xero manual journals when users record consumables or return stock and raise a new goods receipt.
- A job history tab in inventory edit page, which shows jobs that have or consumed the selected inventory.
- An additional option in the stock item dropdown to create a new inventory item and add it to a job from the job page itself.
Changes
- The layout of the “Job Settings” tab on the job create/edit page has been updated.
- Consolidated buttons next to search bar on Job BOM page to be options of a dropdown buttons.
- Process for populating default items onto a new invoice; the system will now consider any items that have been included in previous invoices and display the remaining quantity that should be included on the invoiced by default.
- Record consumables page to display if an item was removed from job after it was already consumed.
Fixes
- A bug where opening and closing table options in customer jobs would warn that “Filter settings have been applied” even though no filter settings have been applied.
- A bug with the record consumables page, where the page would allow you to attempt to consume more items than were available, which would result the system disallowing and creating an error.
- A bug with the record consumables page, where when selecting reserved instances from the same location, after selecting one instance, all other instances from the same location disappear from the dropdown.
Gojee 4.5 – 2023/12/20
Additions
- Optional fields including title, summary, expiry date and footer notes on quotes when selecting Gojee Branding Theme. This additional information will be displayed on quote pdf.
- A checkbox on quote creation page to allow users to hide discount and GST on quote pdf.
- Ability to sort tables by additional columns in the job list and inventory list pages.
Changes
- Layout of quote creation page to simplify the page.
Fixes
- A bug with record consumables, where sometimes consuming / returning items would fail due to empty quantity fields.
- An issue with the import file for bulk stock adjustments.
Gojee 4.4 – 2023/11/22
Additions
- Ability to approve jobs for purchasing, and require approval prior to raising a new PO for jobs.
- Ability to raise a PO for all approved jobs and stock replacements in one process.
- A filter on the customer jobs page to show jobs that are approved for purchasing.
- Ability to edit more details of the PO including the reference, branding theme and delivery details.
- Icons indicating if there are comments and/or attachments on customer job page.
- Gojee branding theme to allow users create quotes with tables split into sections.
- Gross profit and gross margin on the job edit and job profit page.
Changes
- Picking slip will now show the same level of detail as what is displayed on the record consumables page.
- Job list page to maintain selected filters and page index when navigating away and retuning to the page.
- Limited the number of tracked per instance items that can be received in any one goods receipt process to a maximums of 99 in order to speed up the page load time.
- Extended the cost adjustments (work in progress) module to work individually for each stock item based on their accounts in inventory settings, instead of using one global account for cost of sales.
- Added preferred start date as a default column for approved and all open customer job pre-filters.
- Name of ‘Net Markup %’ field on job edit page changed to ‘Gross Markup %’. The calculation and functionality remains the same.
Fixes
- Issue with new invoice showing incorrect default due date based on customer contact’s setting.
- Job profit page to display revenue and profit excluding tax.
Gojee 4.3 – 2023/10/25
Additions
- New pre-filters on the job list page.
- New additional column options for the job list page.
- Show serial numbers for every movement of an item. This is on the “movement” tab on edit inventory page and the inventory movement page.
- Validation on Goods receipt page to prevent creating a goods receipt without any line items.
- Added Quote number on Quote Report page and Job Quote page and made it searchable.
Changes
- Modified default column settings on the job list page.
- Quote reference now has a number automatically prepended to the reference.
- Changed label of the dropdown to include quote-number and total-amount on modal for sending quote emails.
- Purchase orders to no longer warn about ordering non job items during creation.
- Removed redundant field for customer name on Goods Receipt view page.
Fixes
- Improved error handling when attempting to adjust reserved items.
- Issue with input field for Asset account code where users are allowed to change account code while there is stock on hand for the item.
- Issue with refunding payments on invoices.
Gojee 4.2 – 2023/10/06
Additions
- New “Cost Adjustments” add-on feature in Organisation Settings.
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Emails can be addressed to additional contact people when sending Invoice/Quote/Purchase Orders.
Changes
- Default ‘Due Date’ on invoices and supplier bills now uses contact’s settings before organisation’s settings.
- Cost-per-unit is now editable for untracked inventory items on BOM page.
- Default unit-price of untracked items on purchase orders now reads the cost-per-unit set on BOM page.
- Removed redundant fields from supplier bill create page.
- Job reference number is no longer prepended to supplier bill reference by default.
Fixes
- Qty_on_order for sku and stock is now correct.
- Formatting issues on Purchase Order list page.
- Issue with breadcrumb on the supplier bill create page, the purchase order edit page, and the goods receipt create page.
Gojee 4.1 – 2023/09/19
Additions
- Introduced email functionality for purchase orders on purchase order list
- The Record Consumables page can now select different material detail levels.
- Added an option to set ‘Deliver To’ details the same as in ‘Invoice To’ on delivery docket.
Fixes
- Fixed an issue where qty_on_order for sku and stock is not correct
- Resolved issue with duplicate item codes in column ‘Item Code List’ of a job’s purchase orders.
- Having an empty date in the active jobs page will no longer cause an error.
Gojee 4.0 – 2023/08/22
Additions
- Added a feature to re-order stock based on stock-level.
- You can now create purchase orders separate from jobs.
- The job edit page for relevant jobs is now present for every purchase order on the Purchase Order list page
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Search result on the Purchase Order list page is now persistent.
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Added qty on order in required qty summary popup
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Added a remove button for every purchase order on create purchase order page
Changes
- Record Consumables now automatically posts cost adjustments for tracked and untracked inventory.
- Rewrote content in the popover of `Unfreeze` and `Undo Edits` button on Job BOM page.
- Archived suppliers no longer show in purchase order and supplier related dropdowns.
Fixes
- Fixed an issue with submitting user’s contact details on the Welcome to Gojee modal.
Gojee 3.6 and prior changelog entries are not shown here at this time. Please contact us if you are interested in prior changelogs.