Release Notes: EVX Software Version 3.11.3

Even more powerful Project Management, New Billing Models, SAGE integration... and more.

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Meeting the Complex Needs of Modern Projects

We know that, for Environmental Consulting and Engineering businesses, flexibility and control are essential. EVX Software’s mission is to empower firms with tools tailored to their unique project needs, helping reduce time spent on administrative tasks while enhancing project clarity. With the release of version 3.11.3, EVX Software introduces several new features and improvements, aimed at giving you more options for complex billing, better integration capabilities, and greater oversight. This article takes a closer look at what these updates mean for your projects and how they can bring added value to your workflow.

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New

Mixed Engagement Models: Bringing Flexibility to Billing

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Environmental consulting projects often require diverse billing structures to accommodate different phases and task types within a single contract. With the new Mixed Engagement Model, you can now combine Fixed Fee and Time & Materials billing within a single project. This means you can assign fixed costs to predictable phases and use time-based billing for more dynamic stages.

This dual billing approach allows for a more accurate reflection of project scope, ensures smoother client communications, and provides greater accuracy in invoicing and revenue tracking. It’s designed to simplify financial processes for complex projects, giving project managers and accounting teams a clear, unified billing structure that reflects real-world project demands.

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New

Seamless Integration with SAGE 50 Accounting

Keeping track of financial data across platforms is a burden. That’s why EVX Software now offers its first integration with SAGE, starting with SAGE 50. Through this connection, you can import EVX-generated invoices directly to SAGE, ensuring consistency without redundant data entry.

This initial phase of integration automates invoicing workflows, saving time and reducing errors, creating a more cohesive financial picture. Our team is actively working to expand SAGE integration to other features, including expenses and payments, supporting environmental and engineering consulting firms in fully connecting project management with general ledger accounting tools.

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Improvement

Enhanced Email Logging for Greater Control

Email remains a crucial form of communication within project workflows. With version 3.11.3, EVX Software’s email classification now includes detailed logging. Whenever an email is automatically categorized according to predefined rules, it’s now recorded in a log. This improvement allows you to better track automated email actions, creating a clear history for all classified emails and increasing transparency.

Whether it’s client communications or internal updates, this feature supports oversight, helping you track automated email responses and ensuring that project teams stay informed of important exchanges.

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Improvement

Permissions and Usability Focusing on Control

Version 3.11.3 also includes several features aimed at enhancing control and usability:

• Task Reopen Permissions
  Task closure is an important milestone, and having control over who can reopen tasks helps prevent accidental modifications. With the new permissions, you can decide who has the authority to reopen closed tasks, preserving the accuracy of completed work.

• Alphabetical Template Listing
  To improve accessibility, templates are now listed alphabetically. This small but meaningful change makes locating specific templates quicker and more intuitive.

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Performance and Privacy Enhancements for a Smoother Experience

Efficiency and privacy are priorities at EVX Software, and version 3.11.3 introduces updates that further these goals:

• Background Recalculation of Financial Values
  Financial calculations now run in the background when task details are edited. This change reduces lag and keeps the platform responsive, allowing users to make updates without interruption.

• Extended Permissions for Billing and Cost Data
  To protect sensitive financial data, permissions for billing and cost information are now applied to reports and audit logs. This ensures that only authorized users can view or interact with cost-related information, aligning with privacy standards.

• Improved Project Quote Report and Excel Export
  Enhancements to the Project Quote report and Excel export make it easier to access and analyze project data. With more accurate data exports, teams can perform thorough financial analyses and share detailed insights.

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Next Steps: Take Your Project Management to the Next Level

EVX Software Version 3.11.3 reflects our dedication to equipping environmental consulting and engineering firms with tailored project management tools. By introducing flexible billing, deeper SAGE integration, and enhanced permissions, we’re helping you gain greater control and insight into complex projects.  

Ready to explore these updates in action? Book a demo with EVX Software today to see how our platform can support your projects.