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Update Bulletin November 2025 (2)

Written by Roxxane Spruyt

New Features

1. Approvals Auto-Complete

We’ve introduced the ability to mark the last approval rule as an "auto-complete" rule.

With this feature: The approval process will automatically be completed when the designated status is reached.

No further action is required from a logged-in user, streamlining the workflow, and saving time.

2. Generate CSV Reports on Callout Tabs

CSV Report Generation Now Available: You can now easily generate CSV reports directly from the following Callout tabs:

· Active List

· List for Vendor

· List for Head Office

· Archived Callouts

Streamlined Reporting: This feature allows you to generate reports based on the currently filtered data displayed on-screen, making it quick and easy to extract and share insights.

Bug Fixes

· Fixed issue with Callout Export Report

· Resolved bug when creating a Sales Activity

· Corrected overlapping of multiple bank details on JC/Quote Preview and PDF

· Description of callout now properly displays in the message to Vendor

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