We always get requests to customize invoices, so we decided to give you more control over how your invoices look. Allow me to introduce you to Invoice Sets. Invoice Sets allow you to customize invoices beyond the default display settings. You can change label names, hide certain fields, repeat footer information, and even change an invoices layout (requires a custom invoice). Each invoice is assigned a single Invoice Set. The Invoice Set assigned controls the way the invoice is displayed. For example, you can create an Invoice Set that renames Quantity to Qty and hides the Discount field. You may want another invoice that always displays your banking details in the footer. Invoice Sets are really flexible.
Creating an Invoice Set
Click Settings then Invoices. Under the Invoice Sets section click Add Invoice Set. Give the Invoice Set a name to help you distinguish it from others and adjust the settings to suit your needs. Once added you can edit an invoice to use the new Invoice Set.
We also will be creating custom invoices for customers with unique requirements or that just want their invoices to look a specific way. Get a quote for a custom invoice by sending an email to email@example.com with a sample of the invoice you us to reproduce. You will be able to select your custom invoice template from your Invoice Set.
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WeWorked always required a set work week that started on Sunday and ran through Saturday. We believed that the majority of our customers followed a standard work week schedule. However, the time has come where our customer base has spread all over the world and has thus outgrown what is typical. And for this reason we are proud to announce that you can now customize your weeks to begin on any day of the week.
This feature was once reserved only for our Enterprise customers, but we felt even our smallest customers would benefit from the ability to change which day started the week.
Administrators can go to Settings then edit Company. You will see the option to change Start of Week near the bottom of the screen.
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Starting today you can view all your past WeWorked receipts. You will continue to receive the standard receipt by email when a payment is received, but should you ever need additional information or something more formal, the new PDF receipt should satisfy your need. You can even add additional information to your receipts, such as your VAT Number and address. We hope this makes things easier for you.
You can access the new receipts by clicking Account in the Dashboard area. Your receipts are located under the new section Payment History.
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In addition to the hiding comments and leave from a timesheet printout, you can now choose to hide all non-billable tasks. This works on the weekly and daily view of a timesheet.
While viewing a timesheet, click Print then check which items you wish to hide from the printer-friendly version of the timesheet.
We made some major improvements to the daily timer.
How it worked before
Previously the timer required you to keep the timer window open. Closing the window would stop the timer. You also could only run a single timer at a time.
How it works now
Today you can start a timer or multiple timers for tasks. You can close the browser and come back later and the timer will keep running. The timer windows will no longer get in your way. You will no that a task has a timer running by the animated bouncing ball.
Give the new timer a try, and let us know what you think. Enjoy!
I am so happy to introduce Leave Approvals in WeWorked. WeWorked has always had the ability to track leave accruals and leave used, but for many that wasn’t enough. Many of our customers have been managing the act of requesting and approving leave outside of WeWorked. We decided it was time to bring that process inside the application. Here is how the new process works:
1. A user completes and submits a Leave Request.
2. An email is automatically sent to the approver for review. The request can either be approved or denied. Denied requests require a comment to explain the reasoning.
3. If approved, the initiator is notified by email that the request was approved. If denied, the initiator of the request is notified by email of the denial along with the reasoning.
4. Approved Leave Requests are listed on the applicable timesheet. This makes it easy to view the leave request that were approved for that period. Now approvers can easily see if a timesheet has any leave requests approved before approving the timesheet.
Leave Request History
WeWorked will keep a history of all the actions that occur to a Leave Request. Some of the actions logged are when the leave request was approved, when the leave request was denied, and who submitted the leave request and when.
Leave Request Report
A new report was added to support the new Leave Request functionality. The new Leave Request report gives a snapshot of Leave Requests that have been submitted and their current status. This will be good for forecasting resource levels.
Note: We have given all accounts free access to the Leave Request feature for 30 days. The Leave Requests feature is an additional paid feature. Those that find value in the add on should find the price well below the benefit gained.
We are pleased to introduce a new report we call the Standard Leave Report. This report shows the current leave balances for all the people on your team. Previously only Administrators had access to this information. Now Administrators can give people access to this report so they can view the leave balances for the people on their team.
Quite a few people wanted to be able to enter time using what we call time format (1:35). So we added a feature that will allow you to enter time format (4:45) and WeWorked will automatically convert it to decimal format (4.75). This feature is only available on the web. We hope this makes it easier for you to complete your timesheet.
See sample below:
Before today, setting default leave balances and making adjustments to leave balances was a somewhat difficult process. You had to complete and email us a template of the changes so we could make the update on the backend. It was a painful process for us, and I am sure the same for some of you.
Well this is no longer true. We have simplified setting default leave balances and adjusting leave balances. You now have complete control. You no longer need to complete a template or send us information. Just like leave accruals, manual changes to leave are capture in the leave history record. When you view the leave history you will see when the change was made and who made it.
Simply go to Settings then Leave then click on Adjust Leave Balances under the Leave Balances section. You will then see a list of all the people that have Track Leave enabled in their profile. Click Edit to start making changes to a person’s leave balance.
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Starting today you can pick the date format of your choice. All the dates in WeWorked will display based on the setting you choose. This is a company-wide setting, so everyone on your account will see dates the same. Because we display dates in short and long format in WeWorked, we bundled the format selection so you can make them all have similar styles. And yes, the date formats you select will even display on the WeWorked for the iPhone, reports and invoices.
The date formats you saw before are the default. To make a change, go to Settings then click Edit in your company profile. You can change the date format setting near the bottom.
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