Release Update: August 2023

BigTime is committed to helping your firm run efficiently and successfully so you can deliver great work to your clients. This means we regularly release new features and product updates based on your feedback, ensuring BigTime grows and evolves with you. 

New this August: refreshes to the Allocation Editor, enhanced Sage Intacct capabilities, and more.

What's New -

Projects & Tasks

New: Projected fees for staffers and tasks are now displayed in the Allocation Editor. You’ll be able to see these amounts in either green, gray or red on the right side of the Allocation Editor screen.

New: The Allocation Editor now offers the option to "SAVE" to keep editing allocations, or "SAVE+CLOSE" to save changes and exit. 

New: A checkbox labeled "SHOW ACTUALS" has been added to the Allocation Editor. Checking this box displays and compares both allocated hours and input hours

New: The Allocation Editor now features a "Last Saved" timestamp. 

New: Budget data, such as fees and hourly budget, can now be added to time reports. 

New: It's now possible to add default invoice terms and default tax rates to a report.

Improved: The resource allocation drop down menu has been made larger.

Improved: When a labor code is selected for a time entry, that labor code will now automatically appear on the timesheet notes for that entry. 

Reporting & Analytics 

New: When you hover over pie graphs on dashboard tiles, you’ll see tooltips appear with data points and percentages.

New: More comprehensive filtering options have been added to the firm-wide billability dashboard chart. 

New: It's now possible to add a POST DATE field to time and expense reports. 

Improved: Dashboard graphs can be expanded to full-size view.

Improved: Data export status can be tracked, and users will be notified when an export’s status changes.

Improved: Data export status can be tracked, and users will be notified when an export’s status changes.

Improved: Project templates can now be applied to projects created from the API.

Invoicing & Payments

New: Firms using multi-currency for billing and invoicing can add a column to their Project List displaying each project’s currency.

Improved: Custom fields for projects can now be added to the header of an invoice PDF by editing that PDF’s XML source code. 

Improved: If a void or refund fails to process through BigTime Wallet, an error message explaining the reason for the failure will appear.

Improved: A default tax rate can now be applied to the ACCOUNTING tab for any task. Default tax rates for tasks will also automatically be applied to that task’s line item on an invoice. 

Integrations 

Improved: Taxes applied to an invoice in Sage Intacct will pull back into BigTime as a new tax line item.

Improved: Timesheets can be posted to Sage Intacct using the location for their associated BigTime project.

Improved: Firms can now choose a HubSpot pipeline to import into BigTime.

Improved: Tax rates can now be applied to line items on invoices posted to Sage Intacct. Tax solutions can also be seamlessly imported into BigTime from Sage Intacct, eliminating the need for manual entry.

Improved: Invoices can now be posted to Sage Intacct with either the sent date or the post date. 

What’s Fixed –

Fixed: Firms with a Pro account can now use the Project Budget style on project templates.

Fixed: HubSpot clients will be transferred over from BigTime.

Fixed: Project templates can now include multiple task follow-ups.

Fixed: Billable hours will match billable percentages for singular time entries on standard BigTime reports. 

Fixed: Flat fee rates will be copied over when a template is applied to a project

Fixed:  Invoice emails sent to clients will now match the currency used on that client’s invoice by default.

Fixed: Search terms in the dashboard tile library are no longer case-sensitive.

Fixed:  Custom invoice PDFs that use a header logo can be emailed to clients.

Fixed: The reasons for payment rejection will appear in payment history.

Fixed: Pending payments will now always be moved to payment history.

Fixed: Clients will always receive email notifications when a payment has failed.

Fixed: Sage Intacct payments will update the amount of an invoice.

Fixed: Consolidated invoices include any client payments.

Fixed: Consolidated invoices with custom locations will successfully post to Sage Intacct.

Fixed:  Successfully posted Sage Intacct invoices will display as successful in both Sage Intacct and BigTime.

Fixed:  Search terms in the dashboard tile library are no longer case-sensitive.

Fixed:  HubSpot clients will be transferred over from BigTime.

Fixed:  Successfully posted Sage Intacct invoices will display as successful in both Sage Intacct and BigTime.