1. Integration: Xero invoice paid status sync
Section titled “1. Integration: Xero invoice paid status sync”Uku can automatically check Xero for invoices’ paid status and update invoices in Uku accordingly.
2. Reports: view time entry gaps and overlaps for team members
Section titled “2. Reports: view time entry gaps and overlaps for team members”View time entry gaps and overlaps of another team member.
3. Clients: birthday field restored
Section titled “3. Clients: birthday field restored”Birthdays are essential and are now back as a contact field.
4. Emails: international date formats in due date placeholder
Section titled “4. Emails: international date formats in due date placeholder”Task due date placeholder in emails now fully supports international date formats.
5. Companies House: full field update on import
Section titled “5. Companies House: full field update on import”Updating UK clients’ data from Companies House as part of importing them from an integration fills and updates all possible fields.
6. Client Portal: example introduction task in preview
Section titled “6. Client Portal: example introduction task in preview”Preview client portal now also creates an example introduction task to convey the client portal experience.
7. Custom fields: app-specific fields shown on activation
Section titled “7. Custom fields: app-specific fields shown on activation”Client and contact fields related to specific apps become visible upon activating the app and become hidden when deactivated.
8. Tasks: one-time templates
Section titled “8. Tasks: one-time templates”Set up one-time template tasks and create new tasks from these templates.
9. Menu: save default view per menu item
Section titled “9. Menu: save default view per menu item”Save your preferred default view under any menu item to customise what you want to see when opening up, e.g. Client or Billing.
10. Projects: save members in project fields as task assignees
Section titled “10. Projects: save members in project fields as task assignees”Save members in project fields as task assignees.
11. Web App: install Uku as a Chrome app
Section titled “11. Web App: install Uku as a Chrome app”Save Uku as an app with Google Chrome and use it without a browser.
Improvements
Section titled “Improvements”Integrations
Section titled “Integrations”- Importing from integration remembers which clients you ignored and offers to ignore them in the future.
- Errors during background import of entries, documents or invoices from integrations now result in notifications sent to the client’s default member.
- Updated client import from Merit to play along with the latest changes in Merit.
- Connecting a single client to Merit now correctly shows the integration as valid and active.
Notifications
Section titled “Notifications”- Temporarily hide sticky notifications.
Projects
Section titled “Projects”- When changing the project’s client, its tasks will also get moved under the new client.
Emails
Section titled “Emails”- Automated email no longer sends when you update tasks where the trigger condition is in the past.
Calendar
Section titled “Calendar”- Vacations/leaves of inactive team members no longer appear in the calendar.
Clients
Section titled “Clients”- Mandatory client/contact fields are now highlighted with an asterisk when adding or editing a client.
- Uku now shows a warning when adding an existing client.
Billing
Section titled “Billing”- Improved user experience of VAT code/rate selection for a product or service.
- Updating invoice status from integration can be used even for future invoices.
- Uku now generates all needed invoices of a client contract that has had its recurrence changed.
- Customising a product for a client automatically opens it for price changes as well.
- Fixed an issue where importing products from e-conomic or Xero resulted in some duplicate product prices.