Version 1.8.5 📄

Today's update we have further enhanced reporting, added a new 'not proceeding' feature for contracts and added support for tables in email campaigns.

• ⛔ Contract Not Proceeding: Mark an issued contract as 'not proceeding' to cancel the contract, but retain it in OPEX for historical and reporting purposes

• ✉️ Email Campaigns: Use tables in your email campaigns

• 📄 Reporting: You can now...

  • Run reports over large projects without risk of timeout

  • Add "Settlement Days" and "Settlement Date" to reports

  • Report over multiple projects/stages at a time

  • Include "rescinded" contracts in reports

  • Include contracts "not proceeding" contracts in reports

Contract Not Proceeding

Where a contract has been issued but is not proceeding for some reason - instead of returning it to draft and deleting it you can now mark it as "Not Proceeding". Doing so has a number of benefits, including:

• You can include "not proceeding" contracts in your reports (details below)

• The contract stays in OPEX for future reference/record keeping

• You can (optionally) automatically email parties to the contract to advise them the contract is not proceeding

Tables in Email Campaigns

Insert tables in email campaigns. Yeah. Um... tables. Not much else to say about tables.

Reporting

When running a report you can now select multiple projects to be included in the Excel file. Where you select more than one project OPEX automatically inserts "Project Name" as "Column A" so you know which row is for which project.

Where a reports data source is "Contracts" you'll be given the option to include "Not Proceeding" and/or "Rescinded" contracts in your report.

Where you include "Not Proceeding" and/or "Rescinded" contracts in your report they'll be added to additional colour coded sheets in the Excel file automatically.