March 2022 – G.J. Software

Changed the default value for the Recipients field from “Emailed to Corporate” to “Print PDF”.

Added “Emailed to Master” as an option in the Recipients field.

Reports are only sent to Corporate and Master users who have been added to Email Recipients.

Changed the label and error message for the “Checked Last Month’s Overheads” checkbox to “Reconciled Banks Accounts in Xero”.

Added new checkbox requirement “Entered Last Month’s Job Expenses”.

Added new checkbox requirement “Locked dates for the month in Xero”.

Changed the label and error message for the “Done my Finalized Jobs” checkbox to “Confirmed Finalized Jobs”.

Added a field to the right of the “Confirmed Finalized Jobs” label showing the number of finalized jobs during the reporting period for quick reference.

Added new checkbox requirement “Entered all Contract Dates” and a field displaying the number of jobs with contracts added during the reporting period for quick reference.

Added two fields below the “Checked the Sales Management Report” checkbox showing the number of leads entered and sales recorded during the reporting period for quick reference.

Added a help icon next to the “Counted Traffic” checkbox to clarify how to use the field.

Added a new “Workplace Safety” section to the Franchise Monthly and EoM Reports page. This information is now included on the Franchise Monthly report.

Added “Monthly Slabs” report to be included in EoM reporting.

Changed the checkbox label for the “Sales Profit Forecast (YTD)” to “Contracts Profit Forecast (YTD)”.

Added a new “Workplace Safety” section to the Franchise Monthly and EoM Reports page. This information is now included on the Franchise Monthly report.

Added “Jobs on site” section to Franchise Monthly report, which displays the total count of all jobs with a Council/Permit Approved Date that do not have a Handover Date.

Users can now change the font in email templates back to the System Font.

Now when you change the client for a job, the communications for the new client will be displayed in the job communications.

Integrated the Marketing Hub Plan Bank and replaced the Base Design functionality and list to support House & Land Package creation in a future release.

Users logged into multiple Google accounts are now required to select which account they would like to access when uploading files to GJ Software from Google Drive.

Fixed an issue with the table filter not resetting on the jobs list.

When you change the reporting period in EoM Reports the checkboxes for manager confirmation are unticked and must be manually selected again.

Implemented a new caching procedure to make.