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There's a lot to love about our March update—especially if you're a fan of our financial management features (and why wouldn't you be?). Let's get to it!
Bring clarity to your financial workflows with our NetSuite integration
One of our top-requested integrations is now up and running for you to take advantage of. Whether you’re looking to eliminate clunky manual exports (we’ve all been there, right?), improve your financial accuracy, or further streamline your invoicing workflows, the NetSuite integration is where you want to be.
With real-time syncing between two of your most used platforms, Teamwork.com for NetSuite takes some of your most popular actions and simplifies them once and for all. So whether you’re logging or updating time in Teamwork.com, the integration automatically syncs this time data (including client, task, and user data) into NetSuite’s time entry.
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Pretty slick, right? You can take a more in-depth dive into the details about using the integration over on our integrations hub, and if you need to upgrade to our Scale plan to start using it, there’s also a handy button to chat with a member of our team about how you can do just that.
Major improvements to expenses have just landed
With the latest round of improvements to expenses, you can add even more details and context to paint the whole picture for how you manage expenses within the platform.
Here are just a few of the highlights:
You now have the ability to log expenses on a date other than today, as well as the ability to assign an expense to another person.
We’ve added multiple new fields to choose from, including assignee, category, and date.
A new AI Autofill option! When you upload your image, it'll automatically be scanned to populate the proper information with corresponding expense fields. Not only is this a nice time-saver, but it will also result in a more efficient expense process.
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Need to attach a file for additional proof, evidence, or context? No sweat.
Add a markup amount if the expense is billable so you can have a different cost to you versus what’s billable to the client.
We’ve also eliminated the need for separate, double entry data—now you can experience a unified system with expenses that are visible on both budgets and invoices.
Invoice summaries are here to make your invoicing game a breeze
We know you’ve been looking for ways to provide more flexibility over what details your clients see on invoices. That’s why we’re super excited to announce the arrival of invoice summaries, which—you guessed it—summarize invoice information (like billable time and expenses) for convenient roll-up totals, while also hiding specific details you might not want clients to see.
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Now invoicing control is placed solely in your hands, so you can ensure each invoice is in the best format—and includes the most pertinent information—for every client. It’s the flexibility you need to have more control over all the details your clients see on invoices so you always have the final say.
Head over to our Help Docs to see more details on how it works.
Link tasks to allocations for clearer visibility
Looking for stronger alignment between allocations and actual task execution? Look no further! Now you can link specific tasks within a project to an allocation within the Resource Scheduler for any user, giving you more control and a clearer view of how resources are planned versus the work that needs to be done.
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Allocations can now be broken down into tasks with estimated time, and these assigned tasks will update in relevant areas such as Workload Planner and the project itself for better connectivity across all of Teamwork.com.
Find out more here.
The best way to discover new product releases from our team
No one likes having FOMO. And with our April product roadmap webinar less than a month away, we know you don’t want to be left in the dark.
Take a second to register here to attend live (or receive the recording afterward) so you can be the smartest person on your team when it comes to the latest feature updates coming your way.
Sign up for early access to our My Calendar-Outlook sync
We’re excited to announce the upcoming Outlook and Teamwork.com integration, and we want you help shape it! We're looking for participants to join our early access program and be among the first to experience a seamless calendar experience between Outlook and Teamwork.com. Sign up here!
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