Email & Communication

What Was Delivered

• As per email - projects appearing in reports that should not be there

• Blank Order Glitch - also sent via email by Luis G

• Manual Invoice Processing System Implemented a comprehensive manual processing workflow that allows authorized users to mark problematic invoices as "manually processed" with a required reason. This includes prompt-based reason entry system, setting invoices to "MANUAL" status in MYOB reference field, proper state management (isManuallyProcessed, manuallyProcessedReason), and access control limited to authorized users .

• Invoice Access Control & Security Implemented comprehensive access control throughout the invoice system including email-based access control for archive functionality, role-based action visibility (reprocess, manual processing, archive), secure manual processing with reason requirements, user identification in activity logs, and prevention of unauthorized access to sensitive invoice operations.

• Automated Daily Invoice Email Reports Implemented automated daily invoice reporting system that sends comprehensive CSV reports via email every day. The system queries invoices created in the previous day (Australia/Melbourne timezone), includes both MYOB processed and manually processed invoices, generates CSV exports using the same field configuration as the admin interface, calculates totals (cost, GST, grand total), and emails reports to [email protected] with CC to [redacted] and [redacted]. Features test mode functionality, proper timezone handling, HTML tag stripping for clean CSV output, and comprehensive error handling for reliable daily operations.

• WHITE SPACE REPORT BUGS As per email and per image

• Incorrect property address in both 'Project Order Report' and 'Project Permit Applied Report' As per email: Project Order report - quick fix

Impact

Strengthened communication workflows, ensuring stakeholders receive timely and accurate updates.