October 1, 2025
Welcome to the September edition of our release notes! Our team has been hard at work developing new features to improve your workflow and resolving issues to ensure a smoother, more reliable experience. This month’s updates focus on enhancing reporting accuracy, streamlining invoicing, and strengthening data integrity.
Updated Deliverables Report:
The report now accurately displays values for opening balances, ensuring that all data entries are properly verified and enhancing overall data integrity.
Enhanced Excel Reporting
Significant improvements have been made to address performance and stability issues by optimizing session handling when sending multiple requests to the same sheet, resulting in faster and more reliable report generation.
Draft Invoice Handling
A new feature has been introduced to suppress or ignore zero-amount draft invoices, which helps reduce discrepancies in reconciliation processes and minimizes the need for manual intervention.
Invoice Line Improvements
Employee names are now displayed on invoice lines for expense invoicing, aligning with the presentation of time entries and providing greater clarity for customers regarding billed expenses.
Billing Period on Invoice
A new merge field, invoice_period , has been implemented. This field captures the selected billing period during the creation of draft invoices and automatically merges it into the final approved invoice. Also, the corresponding XML has been updated to incorporate the invoice period.
Margin Forecast Dataset
We've expanded our BigQuery datasets with Report Margin Forecast. This dataset contains the source data from the corresponding report and chart, enabling you to build custom dashboards and perform in-depth analysis with your own BI tool. Unlock deeper, tailored insights into your project's financial health today.
Project and Deliverable Closure Checks
We have introduced a new validation during the project and deliverable closure process. The system now verifies that the entire fixed price amount has been fully invoiced before a project or deliverable can be closed. This improvement applies to both deliverable and project levels and ensures that billing accuracy is maintained, reducing post-closure invoicing discrepancies.
Bug Fixes
- Report Refresh: Issues causing inconsistent data refreshes in financial transaction and revenue reports have been resolved, ensuring that data is fully loaded and accurate for user analysis.
- Exact Integration Discrepancies: Rounding differences and issues with the automatic matching of payments in Accounts Payable during bank transaction processing have been addressed, ensuring that amounts in both VOGSY and Exact consistently match for improved financial accuracy.