EVX Software Version 3.11.3 – New Features and Enhancements

At EVX Software, our commitment to refining your project management experience is ongoing. We aim to create a platform that meets the unique demands of your projects while reducing the administrative overhead on your team. Version 3.11.3 brings you new tools and capabilities to increase flexibility, connect processes, and give you more control over project elements.

This release includes several exciting upgrades, from flexible billing models to key integrations and improved permissions. Dive into the details below, and as always, our Customer Success team is ready to help you navigate these updates.

Combine Billing Models with Mixed Engagement Support

Version 3.11.3 introduces the option to blend Fixed-Fee and time-and-materials billing models within a single project. This addition enables you to customize your billing approach to suit complex project contracts, allowing each task to be billed according to its specific structure.

SAGE 50 Accounting Integration for Invoices

We’re excited to announce our initial integration with SAGE, starting with SAGE 50 and focused on invoices. You can now link EVX Software invoices to your SAGE account, reducing manual entry and ensuring synced financial records. This launch aims to simplify project accounting, with plans to expand SAGE integration to more features in the future.

Automatic Mail Logging for Enhanced Visibility

Automatic email classification now generates a log entry, giving you a clearer view of system-driven email actions. This feature makes it easier to track when and why certain emails were classified, ensuring that important communications are always visible and accounted for.

Additional Features for Usability and Customization

• Customizable Task Reopening Permissions: New permissions give you control over who can reopen completed tasks, adding an extra layer of oversight and helping maintain task finality.
• Alphabetically Ordered Templates: Templates are now displayed alphabetically, making it simpler to locate specific options and improve workflow efficiency.

Performance Optimizations and Permission Expansions

• Financial Calculations in the Background: To enhance performance, financial calculations will now occur in the background when editing tasks. This improvement minimizes disruptions, allowing you to manage tasks more smoothly.
• Expanded Permissions for Billing and Cost Data: Billing and cost visibility controls now extend across reports and audit logs, ensuring that only authorized users have access to sensitive financial information and ensuring compliance and privacy.
• Project Quote Report and Excel Export Enhancements: We’ve enhanced the Project Quote report and Excel export to support better data analysis and streamlined reporting.

Get Started with EVX Software Version 3.11.3

With this release, EVX Software reinforces our dedication to providing consulting and engineering firms with tools to streamline project management and achieve greater project clarity. Explore the updates today, and if you need assistance, don’t hesitate to reach out to our Customer Success team.