Release Update: August 2024

BigTime's commitment to your success means that we consistently roll out new features and updates based on your feedback. Over the past few months, we’ve focused on enhancing the BigTime platform all based on feedback from you! Highlights include:

BigTime Foresight:

• New Scheduled vs. Actual and Projects Performance reports for better resource management.

• Enhanced assignment matching, and customizable allocation views.
  

BigTime Mobile:

• New Class Fields for expenses and Pay Item fields for time entry.
  

BigTime Overall Enhancements:

• Extensive fixes and improvements across the platform.

• The New Report Center now allows you to favorite reports.

• Early Access to the BigTime AI Assistant and SSO & MFA Programs are available.

What’s New -

BigTime Foresight

Scheduled vs. Actual Report

• A new report type was built for BigTime Foresight - the Scheduled vs. Actual Report.

• Now compare planned project hours with actual hours worked by staffers, providing insights into time usage and discrepancies.
  
  

Projects Performance Report

• A new Projects Performance Report, which helps you track your project budget.

• Provides a quick overview of project highlights and requirements, allowing you to compare demand versus scheduling versus actual finances and labor.

• Monitor overall budget spending.
  

Connecting Existing Assignments with Demand

• A new feature that enables you to Connect Existing Assignments with Demand.

• This option allows you to effectively match staffers to the appropriate demand.

• You can easily reassign a staffer from one demand to another if they are a better fit.

• If you already have assignments, you can match them to demands that have not yet been filled with allocations.
  

Assignment Settings

• Improved BigTime Foresight to accommodate different management models with Customization of Assignment Views.

• You can now adjust calendar views to display the most important data, providing quick access to the information you need.

Knowledge Base - Interactive Demos

• Explore the features of BigTime Foresight with our Interactive Demos that allow you to seamlessly preview and navigate through different features.

BigTime Mobile

Experience the new BigTime Mobile App!

We recently launched our all-new BigTime Mobile app, redesigned from the ground up! Updates include:

• A modern interface and seamless functionality, this app is crafted to enhance your BigTime experience right from the palm of your hand.

• With the newest mobile update we have added a Class field for expenses, and a new Pay Item field for Time entry.
  

We’re diligently working towards feature parity with our web platform, including DCAA, and Time & Expense features, so you can enjoy a consistent experience across all your devices.

Join the hundreds of BigTime customers who have already switched to the new BigTime Mobile app! Download the app today, explore its features, and let us know your thoughts and what you would like to see next.

Download the new BigTime Mobile app today!

Note for Legacy Mobile App Users: If you currently have the legacy app installed, please uninstall it and download the new version using the links above. The legacy app is no longer supported, and no further updates will be provided.

Report Center (New, Opt-In) - Favoriting Reports

With the New Report Center, you can now favorite your most commonly used reports for easy access.

• The "Favorite Reports" folder, pinned at the top of your folders list, collects all your favorited reports, allowing you to quickly find them without sorting through categories.

• The New Report Center is a firm-wide opt-in feature that is available in Active Features settings, and you can learn more about Favoriting Reports in our Knowledge Base.

Early Access Programs

BigTime AI Assistant: Early Access

• The BigTime AI Assistant is available for firm-wide activation through an exclusive early access program.

• The BigTime AI Assistant offers 24/7 chat support and is ready to answer questions about the BigTime platform anywhere, anytime. If you are an admin for your firm, you request enrollment through the Early Access link below.
  

SSO & MFA: Early Access

The enhanced SSO & MFA login experience is available for early access!

• The new login experience allows you to integrate BigTime with your preferred authorization services—all designed to meet your security needs with ease.

• If you're an admin interested in early access, contact your Customer Support Manager or follow the link below to request firm-wide enrollment. You can learn more about the new features in our Knowledge Base articles for Single-Sign-On and Multi-Factor Authentication.

BigTime AI Initiatives

As BigTime advances the future of AI in Professional Services Automation, our focus remains on addressing real business challenges while ensuring AI credibility, transparency, and robust data security. Alongside the BigTime AI Assistant, we're developing two new features available for Early Access later this year:

• Build AI is a report assistant designed to transform the tedious process of report creation by generating insightful reports tailored to your needs.

• Scribe AI streamlines invoicing by crafting professional, clear summaries that accelerate payment cycles and boost client confidence.

You can learn more about our core AI principals and upcoming initiatives in our blog update below.

What’s Fixed -

Customer satisfaction is our top priority at BigTime, and we’ve been working diligently to ensure our platform not only meets but exceeds your expectations. This update includes a range of fixes and improvements designed to enhance your BigTime experience. These enhancements reflect our commitment to continuous product updates with each release, driven directly by your feedback and suggestions.


Invoicing & Payments

IMPROVED: Educational tooltips have been added to the Payment Report.
IMPROVED: BigTime Wallet’s Client Portal is formatted to include larger timesheet datasets.
FIXED: Invoices with multiple posted payments as shown once in BI data.
FIXED: Isolated issue with Rejected Payment status & notifications not syncing.
FIXED: Unchecking line items from Invoice Detail removes them from the final invoice.
FIXED: Custom line items can be added with multiple rates and custom calculations.
FIXED: Tax groups can be displayed as individual lines on invoices.
FIXED: Isolated issues with duplicate payments have been resolved.
FIXED: Invoice total matches sum of line items when rounding is set to ‘Line Item’.
FIXED: Custom Retainer API does not pull time or expense data during creation.
FIXED: Deposit-style invoices created in bulk pick up expenses from WIP.
FIXED: Payment History report reflects invoice balances after each payment is made.
FIXED: Payments posted to your Accounting System can be updated via reposting.
FIXED: Viewing payments posted to invoices in QuickBooks Desktop at the Project level.

Reporting & Analytics

IMPROVED: You can now favorite reports in the New Report Center.
FIXED: An issue with duplicate projects appearing in custom reports.
FIXED: Timesheet detail reports can be exported with blank dates.
FIXED: Report Center (New, Opt-In) folders maintain history when rearranged.
FIXED: Export A/R Aging Detail report to XLS with the “Days Outstanding” column.
FIXED: Change date range in Allocation Details report.
FIXED: Expense reports can be filtered by ‘Submitted’ approval status.
FIXED: Remaining (Chg) report column subtotals accurately.
FIXED: Resolved issues with hidden report columns and data presentation.
FIXED: Write ups/downs can be displayed in reports.
FIXED: Revenue Based Margin columns in reports average accurately.


Projects & Tasks

FIXED: Allocated fee totals match across the Allocation Editor.
FIXED: Staffers base capacity can be set to 0.
FIXED: Base Capacity populates from My Company settings.
FIXED: Team leads are displayed on the Task Board.
FIXED: ‘Input Expenses vs. Expense Budget’ column in the Project List subtotals at the Client level.
FIXED: Only users with the appropriate access can view project financials.
FIXED: Projects accessed via drill down link adhere to Display Settings.
FIXED: The "Projected Fees" in the Allocations Editor includes the Fee Budget.
FIXED: Resolved isolated issue with Timesheet Approvals tile latency.
FIXED: Non-admin users can view approvals without ‘Reporting: All Access’ permission.
FIXED: Non-admin users can view Project and Staff list without ‘Reporting: All Access’ permission.
FIXED: Project Vitals tiles can be rendered in Dark Mode.
FIXED: Uninvoiced column under Task Billings to Date view shows correct amounts.
FIXED: Redirect to new mobile app from BigTime login in mobile browser.
FIXED: Expense reports exported via the Staff Profile are downloadable in DOC format.
FIXED: Tasks can be rearranged in the editor and maintain their billing status.
FIXED: Isolated issue where Dashboards were not appearing under the Active Feature list.
FIXED: Moving a project to a client with a different currency is prohibited.
FIXED: Isolated Hubspot connection and project sync issues have been resolved.
FIXED: Resolved performance issues with creating Allocation Reports.
FIXED: An issue with configuring timesheet reminder start time.
FIXED: Latency issues for the Task Editor have been resolved.
FIXED: Duplicate clients no longer show up in the project list view.
FIXED: Notifications are sent to staffers if their submitted time is less than their capacity.
FIXED: An issue with creating project templates.
FIXED: Default roles are auto-populated when adding staff members.
FIXED: Cost Rate view in Project Financials honors permissions group.

BigTime Foresight

FIXED: Current contract costs are reflected in present cost rate queries.
FIXED: Input hours convert to submitted hours when submitted via API, in Foresight.
FIXED: The Team Lead field is independent of the staffers role on the project.

Integrations

IMPROVED: New login split screen designs for Mobile app stores.
IMPROVED: Configurable Dashboards can be self activated in Active Features.
IMPROVED: Updated API V2 documentation for Cost Centers at the Staff/Users level.
IMPROVED: Updated the 'Reports' API Documentation.
FIXED: Isolated issues with Notification emails.
FIXED: Staff list syncing between Sage and BigTime.
FIXED: Vendor imports between Sage and BigTime.
FIXED: Hubspot sync honors selected stage settings.
FIXED: Isolated Hubspot sync issue where pipelines were not populating in BigTime was resolved.
FIXED: An issue with Salesforce Links syncing and appearing was resolved.
FIXED: Unit of Measurement expenses can be posted without duplicates.
FIXED: Choose from all available Hubspot pipelines.
FIXED: Sync all new staff from Sage into BigTime.
FIXED: Set an additional scheduled export for Data Warehouse, other than the automatic nightly export.
FIXED: Resolved isolated issue with broken API token.
FIXED: Resolved global issue with Data Warehouse nightly exports.
FIXED: Early Access SSO customers will receive a first-time login email.
FIXED: Manual invoice overpayments importing from QuickBooks Desktop.
FIXED: Resolved an issue allowing updating or removing SSO configuration for Legacy SSO users.

Time & Expenses

FIXED: Bill Rates can be updated on the ‘Edit Time Entry’ modal.
FIXED: Resolved issues with Timesheet reminders being sent multiple times or off schedule.
FIXED: Multi-currency expenses calculate Units of Measurement amount.
FIXED: Configure each of your timesheet notifications independently.
FIXED: Resolved isolated issue with deleting pending time entries.
FIXED: Timesheet notifications adhere to your firm’s time zone.
FIXED: Timesheet Overdue notifications are triggered if staff’s submitted time is less than their capacity.
FIXED: Amount+Tax Rate’ Expense style applies tax to the net expense amount.
FIXED: New Mobile app store links have been added to the Time / Expense tab.
FIXED: Isolated issue pushing Vendor’s time to the Create Bill screen.
FIXED: Isolated issue of billable expenses having no billable amount.
FIXED: Timesheet Due notifications adhere to the Timesheet submission period.


AI

IMPROVED: Privacy Policy link added to BigTime AI Assistant.
FIXED: BigTime AI Assistant greets you with your name.


Mobile

NEW: (Android & iOS) Class field is now supported on Expense form.
IMPROVED: [Android & iOS] Project specific labor codes are available.
IMPROVED: (Android & iOS) The timer label only appears on home when a timer is active.
IMPROVED: (Android & iOS) App version is displayed in the application.
IMPROVED: (Android & iOS) Pay Item field has been added to Time Entry.
IMPROVED: (Android & iOS) Secondary fields on the Time Entry screen are locked until a Project is been selected.
FIXED: (Android) Expenses maintain the current date when changing field values.
FIXED: (iOS) An issue with a project with time not saving.
FIXED: (iOS) Expense number formatting is consistent.
FIXED: (iOS) The timer stays active across OS.
FIXED: (iOS) Unit rate for mileage is displayed.