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Read releaseHi everyone, Xero Profit Loss Statement Today we shipped a brand new page which is the first iteration of our Profit Loss functionality. This expands our use of Xero data...
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Hi Everyone, We have continued work on the My Portfolio and Targets pages and today we have released those changes: My Portfolio Targets Thanks everyone, More to come next week!...
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Hi Everyone, First some house keeping – This will be the last, direct email blast Release Notes. We have a brand new website which, if you haven’t seen is amazing: https://workzilla.co/. We now have resources including our videos, a knowledge hub, a blog and our...
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Hi Everyone, Leave Calendar Today we have released a leave calendar into the system that uses imported Xero leave to display team leave to managers. We believe that having this, easily accessible in...
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260421.1 – Profitability (v.01 Beta) Hi Everyone, Today we shipped our first profitability dashboard. You can find the profitability dashboard under Management > Profitability. How it works – Indicative (gross) Profitability ...
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260409.1 – Comparative Reporting (v0.2 Beta) Hi Everyone, Last week we quietly released a change that introduced comparative reporting to Workzilla, replacing the “Daily Performance” screens. To find the new dashboard...
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Hi Everyone, Today we have rounded off the Stagnation chart reporting and have delivered a much-awaited feature: Xero Leave support. Stagnation Glow up After some feedback (thank you) we have made some mild...
Read releaseHi everyone! Big release today. Team targets Many of you will have seen the place holder for this in the manage targets section. It has now been switched on. This is version...
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Hi everyone, We’ve had a great amount of since the last release notes, including attending Smokeball’s Spark Conference which was an absolute blast. What’s new in the software: Workzilla Google Extension We...
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Hi Everyone and belated happy new year! We are back and we have a whole bunch of exciting work in progress. These releases should come thick and fast from here on in so stay...
Read releaseHi everyone, We have released a couple of changes to how we calculate certain values: Total Hours as opposed to “Non-billable time” In discussions with various clients, it has become apparent that the...
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Hi Everyone, Sorry for being quiet for so long, we have been working on some major updates to the system which have required us to go dark for about a month. ...
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Hi Everyone, Today’s release brings a change to our Unrealised Cashflow page in the form of a new, more malleable debtors report. It was brought to our attention through feedback that, for many legal firms the...
Read releaseHi everyone, This release we are including several target features we believe will enrich the offering. Charge Out Rate Under Admin > Manage Users you will see a new column for hourly charge out rate...
Read releaseHi everyone, We have introduced two new target/budget types to our system for you to track: Billable Hours If you have a target number of billable hours that a person...
Read releaseHi Everyone, We have introduced a new look and feel to both the Workzilla Sign in page and the Select Integrations page. We have also brought the billable fees/hours card into the company dashboard, which has...
Read releaseHi Everyone, We have now brought salaries into the system to allow you to create budgets based on salary. Where to find salaries: The new salary field can be found...
Read releaseHi everyone, We have completed another round of updates on the budget feature. Month and Quarter support When reviewing budgets for an individual, if the budget was set over a period...
Read releaseHi Everyone, We have released our starting proof of concept of Budgets into Production. We need to test workflow concepts and charting, as well as where to place this in terms of menu access and we’d love...
Read releaseHi Everyone, Our most requested feature is now live for you all to go in and review: Age of WIP on the Unrealised Cashflow Page. Age of WIP – Features Here is...
Read releaseHi Everyone, We are excited to announce that we are officially live. Law Firms can sign up and subscribe to Workzilla! We are still in Beta and that will continue until...
Read releaseHi everyone, This patch includes a bunch of features which are direct responses to recent feedback. We hope you enjoy them. Pie charts in Dashboard When selecting any overlay which...
Read releaseCompany Dashboard – Participant Breakdown We have added the ability to break down the data on the company dashboard by Participant type. This follows on from our experimental feature breaking...
Read releaseTeams The much awaited Teams functionality has just been released which will allow you to create teams and then restrict data visibility to Team Only for any individual. If you are an admin you...
Read releaseCompany Dashboard We have included drill downs on each of the cards on the company dashboard. This allows you to drill into each card as you would on the performance...
Read releaseWe have just done a quick release to put out a quick page redesign for the Performance page: we have moved the filters to above the page view change, allowing a manager to...
Read releaseThis release brings some really exciting changes. Caveat regarding numbers We are currently upgrading how we perform our calculations to make the system scaleable and more responsive. For the time being this may mean that some...
Read releaseThis release brings the new invoiced performance page, which allows a user to view invoiced totals by matter type. This is alongside the billable performance page and is currently intended...
Read releaseToday’s update brings an enhancement to the My Performance Page and the concept of functional roles. Changes: Functional Roles – User management overhaul Admin’s now have the opportunity to edit...
Read releaseThe My Performance Page The headline of this release is the my performance page which has been streamlined and simplified to give a good view of billable vs non-billable hours. We have chosen billable...
Read releaseAs we move into other pages we wanted to round these two out, reflecting the feedback we’d received from our lovely pilot clients. Quality of life changes Unrealised Cashflow Page My Portfolio Page Matters Digest...
Read releaseThis one was a relatively small release as release notes go, with some hefty technical work in the background and tricky solutions to problems. My Portfolio Bugs Known Issues My Portfolio: Occasionally...
Read releaseMy Portfolio My Portfolio is a brand new page modeled on the old “My Matters” page. It includes the following: 4 cards showing basic information about the matters the user is working...
Read releaseAdded “links” We noticed that it wasn’t immediately noticeable to our clients that the table was clickable for: So we made the text blue, underlined it, and made it responsive to hover over to...
Read releaseThis version includes: Added: Changed: Tom
Read releaseThis is it, the first version the first three, non-user pilot customers will experience. This version includes: Unrealised Cashflow graph and table: a page that shows all matters with uninvoiced amounts of time or disbursements...
Read releaseAdded a sync that knows what different organisations call “actions” “participants” and “disbursements” to allow for view customisation. Changed Unrealised Cashflow page to use the new sync to define columns and provide contextual naming. Tom
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