Rate history, and a better invoice send
New
- Rates now have a history. Every rate in Quanta (workspace, person, project, project member, task) is a timeline of rows, each with a start and end day. Open the rate panel to add a rate from a chosen day, move a row's start, change an amount, or delete a row and let its neighbour take over. Each change re-prices the open time it touches; locked, invoiced and hand-priced entries are left alone.
- See what priced an entry. The time entry editor shows where an entry's rate came from: which level, which window, or that it was typed by hand.
- Send history on invoices. Each invoice keeps a record of every send: who, when, to whom, with what subject.
- Duplicate an invoice from the invoices list to start the next one from the last.
- Payment instructions on every invoice. Set bank details or "pay by" wording once under Settings, and it prints under your address on the PDF and in the email. Any single invoice can change or clear its own copy.
- Subject line, note to customer, and a hidden memo. Invoices take a short subject (printed under the header and used as the email subject), a note the customer sees at the bottom, and a memo only your team sees. The memo goes to QuickBooks as the private note.
- Preview the email before you send. The send sheet shows the message the customer will get, block by block.
Improved
- Team members' rates can be edited from the project's Team tab.
- A first rate on a person or project can start on a chosen day instead of covering all prior time.
Fixed
- A new person or project rate no longer overwrites time that a project, member or task rate already prices.
- Editing a note, moving the date or changing the project on a hand-priced entry no longer replaces its rate.
- Time moved to a day no rate covers no longer keeps a stale rate.