Changelog
Follow up on the latest improvements andย updates.
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We've enhanced the fringes column to give you more flexibility in how you view and report on fringe costs. Now you can easily switch between displaying fringe names and their corresponding values directly in your budget and exports.
How to Use:
- Go to the fringes column header
- Click on the display mode option
- Select "Amount" to show fringe values instead of names
This update allows you to see the actual fringe costs in your budget view and include these values in your reports, providing a clearer picture of your total expenses without any extra calculations.
Automate your accounts payable payment process with our new Payment Links feature. Send a single link to your crew and contractors, allowing them to securely upload payment info, invoices, and W-9s. This feature helps gather all necessary payment details in one place, speeding up your payment workflow.
How to Use:
- Go to "Move Money" and click on "Payment Links"
- Generate a link for your project (option to collect W-9 info)
- Share the link with your payees and track payment requests
Introducing Phase Rollup, a powerful new way to analyze your budget across different phases! This feature allows you to add or subtract phases, creating custom columns for insights like working variance, estimated to complete, and EFC (Estimate at Completion).
How to Use:
- Go to any phase column header settings
- Click on "Add phase rollup"
- Choose the phases you want to include and how to combine them (add or subtract)
- Name your new rollup phase for easy reference
Key Benefits:
- Create custom columns for advanced budget analysis
- Easily compare different phases of your project
- Total up multiple videos or episodes in a series
- Generate Estimated to Complete and EFC columns
Whether you're managing multiple project phases, comparing estimates to actuals, or totaling up a series of productions, Phase Rollup gives you the flexibility to view your budget data exactly how you need it.
Read full article on how to use phases
Customize your budget view by rearranging phases! You can now easily reorder phases to match your workflow or preference, giving you more control over how you visualize your budget.
How to Use:
- Open the phases section in your budget
- Look for the drag button on the left side of each phase option
- Click and drag a phase to your desired position in the order
- Release to set the new order
Your phases will now appear in this new order throughout your budget, making it easier to focus on the most relevant information for your current needs.
Handle transactions across multiple projects more efficiently! You can now tag project categories directly from the workspace level, even though different projects may have varying account structures.
How to Use:
- Open a transaction at the workspace level
- Select a project from the dropdown menu
- A new field for category will appear, allowing you to tag the appropriate project category
This update makes it easier to manage transactions across projects with different account structures, all from your workspace view.
Streamline your expense tracking with automatic categorization! You can now set a default category for each card, enabling auto-actualization of transactions. Put your expense tracking on autopilot while maintaining the flexibility to adjust categories as needed.
How to Use:
- Go to your card settings
- Select a default category for the card
- Enable auto-actualization for that card
This is also available to outbound bill pay.
Get quick totals for your quantity column! You can now add an optional SUM at the footer of the quantity column, making it easier to track and analyze your total quantities.
How to Use:
Go to the footer of the quantity column
Click on the footer cell to reveal options
Select 'SUM' to add up all quantities in the column
Customize your budget with personalized units! You can now add your own units directly in Saturation, giving you more flexibility in how you track and measure your project expenses.
How to Use:
Start typing in a unit cell to add a new unit on the fly
Or, click on the column header and select "All Units" to manage your custom units
Use your new units across your budget as needed
Invite up to 2 accountants for free with limited access on our production plan. This new role allows accountants to view payments, transactions and provides read-only access to budgets and actuals.
How to Use:
- Go to your workspace settings
- Select "Members"
- Choose "Accountant" as the role
- Enter the accountant's email and send the invitation
Introducing custom approval processes for payments. Set up rules based on project, amount, or other criteria to ensure proper oversight before payments are sent out.
How to Use:
- Go to the new "Approvals" section in your workspace
- Click "New Approval Flow" to set up your first flow
- Configure approval rules (e.g., by project, amount threshold)
- Add multiple steps for different approval levels if needed
- Set number of required approvers for each step
Once set up, new payments will be held for approval based on your rules. Approvers receive email notifications and can approve or reject payments from their dashboard.
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