September 1, 2024 Updates

Workia Release Notes (20240830.2):
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Cost Estimate Improvements:

• Introduced the ability to override the name of cost estimate line items, allowing you to customize them to align with your specific business processes.
• New cost estimate template line items: Language training, excess baggage fees, managed service fees, relocation provider fees. All added as inactive. (In future releases you will be able to set the default value at a template level, for now, you have to enter each time.)

Reporting Improvements:

• Now you can create charts based on your data.
• The AI visualization feature has been updated to use the new reporting functionality. Users can simply ask in plain text for the report they want and AI will assist in creating it.

Merge Template Improvements:

• Added access to document template configuration when generating a new document on a case, making it quicker to edit/add templates.
• Immediately preview a document after saving it as a PDF. This eliminates the need to download the document to view its content.
• Merge documents and email templates now support merging data from allowances, payroll, social security and taxes.

Role Improvements:

• We have introduced a new stakeholder role specifically for Immigration users. This role allows them to easily update information about the services they provide in one place, ensuring efficient collaboration and streamlined communication.
• We have introduced a new stakeholder role specifically for Tax users. This role enables them to provide updates on the services they offer, ensuring effective communication and seamless collaboration.
• We have updated the case creation process for collaborators, allowing them to create cases without the need to assign an owner.

Other Improvements:

• Based on client feedback, we have enhanced the import process by adding the ability for users to bypass creating a checklist for a case during the import process. This is particularly useful when importing historical cases, as it prevents incomplete checklist tasks from appearing and ensures accurate reporting.
• We have made the checklist action buttons more visible by making them always visible, eliminating the need to hover over them.

Fixes:

• Fixed an issue where the number of tickets in a section on a case was adding up incorrectly.
• We have resolved an issue with the Smart Upload action; it works correctly now.