2/22/24 - Report Optimization, Invoice Page Enhancements and Fixes

The items mentioned below will be available on or after February 22nd, 2024. To see these new features, please perform a hard refresh in your browser.

We’re excited to announce the latest updates to Docket, designed to make your experience smoother, your reports more insightful, and your workflow more efficient. Here’s what’s new:


  • Report Optimization: The Recurring Invoice Report, Sales by Franchise Report, and Average Sales by Franchise Report have been optimized for enhanced performance, providing faster and more insightful access to your data.
  • Invoice Page Enhancements: We've improved the Invoice Page by enabling column sorting across all pages for better navigation and ensuring synced invoices display the QBO Symbol for quick recognition.
  • Invoice Management: Tackling the issue where toggling tags could lead to a persistent 'loading spinner', ensuring a smoother invoice handling experience.
  • Contractor Management: Automatically removing inactive contractors from the Contractors page, keeping your contractor list current and accurate.
  • Avalara Integration Precision: Enhanced rounding calculations with Avalara integration for more accurate tax calculations.


  • Client Merge Tool Validation: Addressed issues with validation in the client merge tool, making client merging more reliable and error-free.
  • Invoice & Estimate Assignment: Resolved the issue that prevented invoices and estimates from being correctly assigned to jobs, ensuring smoother billing operations.
  • Task Scheduling in Reports: Fixed the display of tasks in reports to accurately reflect scheduled dates without unnecessary time details, clarifying your planning process.
  • Estimates Report Accuracy: Resolved issues encountered by some accounts when running the Estimates report, guaranteeing accurate and complete report generation.
  • Number Linking Post-Campaign: Addressed the issue with Number Linking after campaign registrations, ensuring seamless operation and integration.
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