August 2024 Update
The following new updates were included in our August 2024 release.
General Enhancements
- Latest Updates
- We have added a place in Discovery for users to see and learn more about our latest updates. Click on your name in the top right corner to view your account. Then click on Latest Updates. This will direct you to our Update Documentation.
Revenue Tier Enhancements
For users of Discovery's Revenue tier, we have introduced the following:
- Generate Single Client Invoices
- Previously, client invoices could only be generated in bulk. While you still have the option to create invoices in bulk, you now have the option to generate them individually as well.
- Profit Margin Reporting
- We have built three new standard reports exclusively for Revenue users. These reports can be found the Revenue and Clients section of Standard Reports.
- Profit Margin by Client Company | Shows revenue, vendor costs, and profit, broken down by Client Company.
- Profit Margin by Location | Shows revenue, vendor costs, and profit, broken down by Location.
- Profit Margin by Service | Shows revenue, vendor costs, and profit, broken down by Service.
- We have built three new standard reports exclusively for Revenue users. These reports can be found the Revenue and Clients section of Standard Reports.
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.