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"Email Invoice with PDF Attachment" has been improved to included linked items such as tickets and images. Pathway: Accounts > Search > Accounts ...
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A "Name" field has been incorporated into the ERP Export Mapping Setup screen, which the Tax Region Setup screen will now utilize for the ERP Label. Previously, the ERP ID was displayed. Pathway: Setup > Accounting > ERP Export Mappi...
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Previously, if the route ID was null (blank) in Dispatch, the following issues occurred: The Map Route button did not load stops that didn't have a route assigned to them. This has been fixed. In the Weekly by Route view, clicking on the count...
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An enhancement has been made within the Division drop down selection to include the selection of Division Groups. When a group is available, the group name is displayed in bold, and the divisions within the group are indented with dashes. ...
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A new 'Active' column has been added in both the Add and Edit Reason Code screens, as well as the Reason Code Setup screen. To modify the active status of a reason code, double-click on the corresponding row, and the Edit Reason Code editor will be ...
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'Period From' and 'Period To' parameters have been added to the Tax Summary report to allow filtering the report using a date range. Pathway: Reports > Standard Reports > AR > Tax Summary ...
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Previously, an issue occurred in Dispatch when viewing routes for multiple days—days were not displayed in the expected order by date. This issue has now been resolved. Pathway: Operations > Dispatch ...
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Previously, when a work order was marked "Service Completed," and the notification setting "Send at 7pm" was enabled for the work type, the notification message was not being sent out. This has been resolved. Pathway: Accounts > Sear...
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In Document Format Setup, the list of available field options for Proposals has been updated to exclude the following fields: site.division.logoURL salesRep.photoURL Pathway: Setup > Document Formats ...
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An issue has been resolved that was preventing new sequence numbers from being imported back into Route Management. In addition, the following improvements have been made: The logic for CSV header handling in the import file has been enhanced to...