From June 2024, all updates made to the Billing app can be found in the Billing Updates article.
New
Calendar – Uku tracks your daily progress and keeps you motivated. Time tracking can be motivating. Uku will show a progress bar in your calendar for every day you have tracked time. When you have fulfilled your expectations for the day, Uku will show the day in a green colour.
Flextime – The Flextime app is available to all Uku countries. Due to popular demand, the Flextime app is now available in the United States and the rest of the world. Flextime weeks can be tracked only from Monday to Sunday as a small constraint.
Emails – Make your emails genuinely dynamic by using client, contact, project or task fields in emails
Most system and custom fields are available as placeholders that you can add to your emails or email templates
You can use the placeholders in both the email subject and email body
Text, Number, Date, User and URL fields are supported
Clients
Added a new field type, “URL”, that is validated and shown as a link on the client sidebar.
Client’s main contact for communication is marked with a star and you can also change it yourself. The same is also available for project’s main contact for communication.
Select which client fields you want to see as columns in the client list. Almost all client fields, both default and custom, are available as fields to show. Save it as a bookmark or as your default view to make it permanent.
Change the order of columns in the client list by unselecting them as fields to show and then adding them back in your preferred order. Save it as a bookmark or as your default view to make it permanent.
QuickBooks – When updating invoice status from QuickBooks, Uku will also import whether the invoice has been sent to client
Improvements
Insert date with keyboard – speed up data entry.
Tasks — Added a warning when deleting a task that you or your colleagues have logged time for, making it more complicated to accidentally delete such a task.
Clients – Made further improvements to the client sidebar
Pinned notes: remember whether you wanted to see them expanded or collapsed.
Client invoice respects the sidebar and fills up the remaining space.
Long texts that don’t entirely fit on the sidebar have a tooltip with full text.
Expand and collapse buttons are in the same place.
Added helpful tooltips to action buttons.
Parent company and sub-companies are correctly labelled.
Up to 1000 clients or invoices can be shown on a single page, making it easier to run bulk actions on larger subsets of your customers.
Clients – When importing clients or contacts from Excel, rows with insufficient data that failed to import are presented more prominently.
Dashboard
Uku will refresh your dashboard to show today’s tasks automatically when the day changes.
When grouping tasks by client or topic, clients and topics are sorted alphabetically.
Calendar
Some people like to see dependent tasks with unfinished dependencies in their calendar, some people like it clean. With a company setting to show all dependent tasks in the calendar you can now go either way.
Increased the motivation factor of the daily progress bar by having it go green when daily expectations have been almost met.
Client Portal
Tasks to clients don’t show up on the client’s dashboard if they depend on other unfinished tasks.
Project tasks to the client don’t show up on the client’s dashboards while they are waiting for a project status.
Billing
You can disable sending invoice emails to your clients in Uku if your company uses an external accounting software for this purpose.
Avoid exporting duplicate invoices to your accounting software of choice by having Uku warn you if an invoice has already been exported.
Invoice lists now feature a net total which is a sum of all filtered or selected invoices, grouped by currency.
Up to 1000 invoices can be shown on a single page, making it easier to run bulk actions on larger subsets of your customers.