Bulk Documentation

Released 2026-06-05

Version 3.11.13

Notes 136 of 36

  1. Inbound Documents — OCR now double-checks document header fields against the original image, correcting clear label/value mix-ups and holding uncertain files before jobs are created.

  2. Error pages — Refreshed the "permission required" and "connection lost" screens with a calmer, clearer layout, a readable status, and obvious ways to get back on track.

  3. Integrations · Dynamics 365 — Dynamics 365 connections now offer secure credentials, connection status, and flexible data mapping.

  4. Inbound Documents — Fixed a bug where filled-in custom fields weren't saved, which could prevent creating a document even when all required fields were completed.

  5. Routings — Redesigned the Routings settings page as a cleaner card grid that shows each routing's live version and working draft at a glance, with a live status indicator and a search box.

  6. Sign in — Refreshed the first-time "Set your password" screen into a single clean card, with a live checklist that ticks off each password requirement as you type.

  7. API — Public API lists now support simple page numbers, richer production and inbound data, and lookup filters like job number.

  8. API — Public API detail endpoints can now include related jobs, OEE events, quality issues, output, and timers for easier dashboard integrations.

  9. API — REST API keys now have stricter request limits to protect integrations from brute-force and runaway traffic.

  10. Pricing — New Pricing area under Settings → Master Data: reusable rate templates with a customer-by-test rate matrix, a per-customer rate catalogue, and negotiated agreements you can build by uploading a supplier price list and letting Bulk extract the line items, rates, and terms for you.

  11. Pricing — Polished the agreement contract view: page actions now sit in the header, the breadcrumb shows the customer name, and the source PDF card shows its real page count.

  12. Pricing — Turn agreement line items into a customer's catalogue of priced services. Add one and Bulk pre-fills what it read from the upload — name, code, rate, unit — and even suggests a category and pricing model for you to confirm; or add several at once and tidy them up later. Each customer has one live catalogue measured against your General base rates, and Bulk flags any service whose price has drifted from the latest uploaded price list.

  13. Pricing — Rate templates are now real and saved to your account: build a reusable price from a bundle of catalogue services plus surcharges, see every customer's negotiated rate against your General baseline in one rate matrix, and get a heads-up when a bundled service's price drifts from the catalogue.

  14. Pricing — The rate-template currency picker now lists the currencies you've set up in Units (with a flag for each), applies your chosen currency live throughout the editor, and saves it with the template; new customer templates start in that customer's currency.

  15. MCP & Agents — Connection setup now shows the correct workspace address automatically.

  16. MCP & Agents — ChatGPT can now search your Bulk records and open a result to read the full details, so connecting Bulk to ChatGPT works without turning on developer mode.

  17. People — Past absences no longer appear as upcoming on the People dashboard.

  18. People · Absences — After you log a leave type that needs approval, approvers can approve it straight away in a follow-up prompt instead of finding the request elsewhere.

  19. People · Absences — Status labels in the absences list now use solid color badges so approved, pending, and other states are easier to spot at a glance.

  20. People · Absence calendar — Pending absences show with a dashed stripe fill in the same leave color so you can see what still needs approval.

  21. People · Absence calendar — Click a day on the calendar to log an absence with that date already filled in.

  22. People · Absence calendar — Click someone's name on the calendar to open a dialog where you can adjust dates and type, approve or reject pending requests, or cancel an absence.

  23. People · Absences — You can no longer log leave that overlaps existing approved or pending absence for the same employee; the form warns you before you submit.

  24. People · Absence calendar — Each day now lists everyone who is absent, and the week row grows to fit instead of hiding names behind a "more" link.

  25. People · Absence calendar — Calendar pills and the legend now use each absence type's color instead of approval status dots, so leave types are easier to scan at a glance.

  26. People · Job titles — Active and Inactive status labels now use solid badges for clearer reading.

  27. Settings · Absence types — Paid, Unpaid, approval, Active, and Inactive labels in the absence types list now use solid badges instead of icons or outlines.

  28. Across the app — Metadata and classification chips (such as System/Custom labels and role tags) now share one compact monospace style for easier scanning.

  29. Settings · Master Data — Production modes on the Active tab can be reordered by dragging rows in Settings, matching other settings lists.

  30. Settings · Master Data — Production items can be reordered by dragging rows in Settings, matching other settings lists.

  31. Settings · OEE — Downtime reasons can be reordered by dragging rows, matching other settings lists.

  32. Across the app — Background work now runs more reliably, reducing repeated task and email processing errors.

  33. Training — Expiry alerts now run reliably across large training record lists.

  34. Appearance — The Riso theme now has its own set of accent inks — Flamingo, Aqua, Marine, Sunflower, Fern, Tangerine, Grape, and Scarlet — so you can recolor it from the theme picker, just like the default theme.

  35. Training · Records — The employee records list has a cleaner, easier-to-scan layout, with each person's completion and expiry at a glance.

  36. Settings · User roles — Role management is now limited to Super users, so Entity admins and other system roles cannot view or assign roles.