February 2024

Here are the fresh Uku updates from February.

• Xero integration – Uku can automatically check Xero for invoices’ paid status and update invoices in Uku accordingly.
• Report – View time entry gaps and overlaps of another team member.
• Clients – Birthdays are essential and are now back as a contact field.
• Emails – Task due date placeholder in emails now fully supports international date formats.
• Companies House – Updating UK clients’ data from Companies House as part of importing them from an integration fills and updates all possible fields.
• Client Portal – Preview client portal now also creates an example introduction task to convey the client portal experience.
• Custom fields – Client and contact fields related to specific apps become visible upon activating the app and become hidden when deactivated.
• Tasks – Set up one-time template tasks and create new tasks from these templates.
• Menu – Save your preferred default view under any menu item to customise what you want to see when opening up, e.g. Client or Billing.
• Projects – Save members in project fields as task assignees.
• Web App – Save Uku as an app with Google Chrome and use it without a browser.

• Integrations – Importing from integration remembers which clients you ignored and offers to ignore them in the future.
• Integrations – Errors during background import of entries, documents or invoices from integrations now result in notifications sent to the client’s default member.
• Integrations – Updated client import from Merit to play along with the latest changes in Merit
• Integrations – Connecting a single client to Merit now correctly shows the integration as valid and active
• Notifications – Temporarily hide sticky notifications.
• Projects – When changing the project’s client, its tasks will also get moved under the new client
• Emails – Automated email no longer sends when you update tasks where the trigger condition is in the past.
• Calendar – Vacations/leaves of inactive team members no longer appear in the calendar.
• Clients – Mandatory client/contact fields are now highlighted with an asterisk when adding or editing a client.
• Clients – Uku now shows a warning when adding an existing client.
• Billing – Improved user experience of VAT code/rate selection for a product or service.
• Billing – Updating invoice status from integration can be used even for future invoices.
• Billing – Uku now generates all needed invoices of a client contract that has had its recurrence changed
• Billing – Customising a product for a client automatically opens it for price changes as well.
• Billing – Fixed an issue where importing products from e-conomic or Xero resulted in some duplicate product prices.