FieldInsight Feature Update — Week 4 November 2025
App/Driver — Timesheet Allowances
What’s new
Updated styling for allowances in App/Driver Timesheets. Allowances now match the visual style of products and expenses for better consistency.
Why it helps
Improves readability and creates a unified input experience.
Sales Budget — Grand Totals
What’s new
Added grand totals to the Sales Budget report in the Scheduler.
Why it helps
Provides a full financial summary at a glance.
Annual Sales — Grand Totals
What’s new
Annual Sales reports now show grand totals at the top of the page.
Why it helps
Saves time and improves visibility during review.
Cost Centres
What’s new
A new Cost Centres area is available with navigation, tab, and list management.
Why it helps
Enhances financial tracking and budget organisation.
Test Events — CSV Export
What’s new
Added CSV export and import for Test Events in PPM.
Why it helps
Supports easier reporting, auditing, and data handling.
Stock Takes — Delete Incomplete Records
What’s new
A delete button is now available for adjusted stock takes.
Why it helps
Keeps stock data clean and avoids clutter from incomplete entries.
Triggered emails Recipient Logic Update
What’s new
Triggered emails now automatically select the most appropriate document recipient (Account) when Account and Site recipients are selected.
Why it helps
Reduces errors and ensures documents always reach the correct recipient.
Sales Templates — CSV Import/Export
What’s new
Sales Templates now support complete CSV import and export.
Why it helps
Makes template management easier and supports bulk editing.
Quick Quote — Scheduler
What’s new
New Quick Quote workflow allows schedulers to generate quotes from library templates directly within the job.
Why it helps
Speeds up quoting and reduces repeated data entry.
App/Driver — Hide “Invoice All”
What’s new
Added a setting to hide the “Invoice All” option in App/Driver → Invoices → Sales.
Why it helps
Prevents unintended invoicing actions and gives admins more control.
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