June 29, 2024 Updates

Workia Release Notes (20240628.2):
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​Actuals Tracking:

• Introducing the ability to track actual expenses incurred for a move, the new section appears on the case screen and can be manually added or updated in bulk via import.
• Added the ability to export actuals data from a case into an Excel spreadsheet from the people screen.

Payroll Data Improvements:

• Users can now export payroll data from a case into an Excel spreadsheet from the people screen.
• Added the ability to import payroll data to a case, allowing users to update existing records and create new records in bulk.

Tickets Improvements:

• Added a filter to the tickets screen for tags, allowing users to easily filter tickets based on specific tags.
• Tags are now displayed in the list view of tickets, providing a quick overview of ticket tags without the need to click into each ticket.

Other Improvements:

• A new checklist action type for creating merge documents has been added, allowing users to quickly add standard templates into their process and generate them with a single click.
• Improved the usability of lists in merge templates, now clicking the list icon next to the name will add all needed merge tags instead of requiring users to click the tags individually.

Fixes:

• Resolved an issue where checklist items couldn't be removed on non-default checklists.
• Fixed a bug causing the reversal of checklist order.