New features and Improvements:
1. Invoice Batches: Invoice Batch grid is added under Invoices. It displays Batch Date, Created By and # of Invoices data as shown below.
We can download the invoice file by clicking the link labeled "# of Invoices."
2. Job ->Tickets: Bulk voiding functionality has been added to the Job ->Tickets.
It will allow us to void the multiple tickets based on the selection criteria.
3. Retainage: Retainage option has been added to the invoice filters screen which will calculate retainage based on the retainage percentage from the job screen.
4. Job Tickets grid: Labels column is now available on the Job Tickets grid and Job Screen ->Tickets grid .
Job Tickets grid
Job screen ->Tickets grid
5. Misc Time: Audit history is now accessible for Misc Time under Labor module.
6. Reports: 'Line Items With No Revenue Codes' report is added to the reports under Application Settings area.
All line items without revenue codes will be printed.
Line item with no revenue code assigned
7. Company screen: An additional setting has been added to the 'Invoice Settings' section named 'Ignore Jobs With Nothing To Invoice'.
If it's enabled, jobs associated with 'nothing to invoice' are excluded from the exception report, and vice versa.
When the setting is enabled: It ignores 'nothing to invoice' related jobs.
When the setting is disabled: It includes jobs related to 'nothing to invoice' on exception report.
8. Email Invoices: The invoice email subject now includes the job ID.
We must update the company setting 'subject' under Email Invoices section to reflect the changes.
TCR Equipment Rental Invoice - {{InvoiceNumber}} {{JobID}}
9. Inline Search: We have added inline search for all custom grids such as Invoices, Jobs, tickets, tax rates, tax groups, Labor OT, Phase codes and Job IDs.
10. Ticket -> Manage Items: 'Inactive' price list items can no longer be added under manage items but they are still visible with the 'inactive' keyword at the end.
When we attempt to select and save them, the error message 'One of Selected Line Items is not active status' appears.
11. Quote ->Items: Inactive price list items are no longer permitted under the manage items and quote items lookup screens.
Quote -> Items ->Add New
Quote -> Items ->Manage Items
12. Jobs: The job screen now has the option to 'Use Customer Email for Email Invoice'. The 'Invoice Email' field should be hidden if it is checked, and vice versa.
The customer invoice email will be used if it is enabled.
13. Jobs: The job screen shows the remaining contract amount.
Remaining Contract Amount will be updated after generating the Invoice.
(Contract Amount - Total Billing = Remaining Contract Amount)
14. Striping Tickets: 'Qty Requested' column has been added to Striping Ticket items grid.
15. Tickets Advanced Search: Multiple Branch selection has been added.
The Branch filter now allows us to select multiple branches, which makes it easier for us to choose different branches when searching for tickets.
16. Job ->Tickets grid: 'Internal Notes' column is added to Job->Tickets grid.
17. Printed Tickets: The state name is printed on the tickets.
18. Return Tickets : 'Pick Up All' button is added under manage tracking items, which will update pickup column.
19. Tickets Grid: 'Void' button is locked for Dispatcher role.
20. Earned But Not Billed Report: Bulk job selection functionality is added when you select 'specific jobs' option, where you can run the report based on the selection criteria.
Earned But Not Billed Report -> Specific Jobs -> Add Job
21. Return Tickets: Re-Calculate role needs to be added with other roles to access 'Recalculate' button on return tickets.
It excludes Administrator, General Manager, Office Manager and Staff roles.
22. Pricelist grid: Branch column has been added to the pricelist grid.
23. Signs Grid: 'Available in Mobile App' column has been added to Signage grid and it's advanced search.
24. Line items grid: New columns named 'Inventory Qty, Bar code, Lost Rate, Surcharge and Available in Mobile App' are added to line items grid.
25. Equipment grid: New columns named 'Bar Code, Manufacturer and Outside Source' are added to line Equipment grid.
26. Equipment Types grid: New columns named 'Week Proration and Month Proration' are added to Equipment Types grid.
27. Striping Items grid: New columns named 'Add Surcharge, Inventory quantity, Lost rate, Available in mobile app, Cost, Color, Facing, Backing, Size, Short description ,Default Sales price, Vendor, Vendor order #, Category, Last Order Date columns' are added to Striping Items grid.
28. Trucks grid: New columns named 'Outside source, Barcode, Manufacturer, Plate No, Cost, Date acquired, Date Inactivated, Notes columns' are added to Trucks grid.
29. Branch grid: New columns named 'Default Tax Exempt code, Rental Min Taxable, Rental Min Account, Accounts receivable, Sales Tax, ROC Number, Time Zone, Day light Saving, Use Branch Address on Invoice, AR Type, QB Class columns' are added to Branch grid.
30. Employees grid: New columns named 'City, State, Address, Zip, Driver rate, Truck ID, Departments, Notes columns' are added to Employees grid.
31. States/Provinces grid: Status column is added to States/Provinces grid.
32. Job Skills grid: New columns named 'Expiration date and Skill level columns' are added to Job Skills grid.
When we add a new record, the Skill level value is set to 'Medium' by default.
33. Tax Rates grid: Tax Type column has been added to Tax Rates grid.
34. Billing Cycles grid: Status dropdown has been added to Billing Cycles screen.
35. Ticket Labor: Audit history has been added to ticket labor.
36. Driver Schedule Grid: Est Start time & Est end time columns are added and removed Est Time column to Driver Schedule Grid.
37. Quote Screen: Ability to create striping tickets from quote by using 'create job from quote, adding quote to existing job and create ticket from quote' options.
38. Quotes: 'Service Area Zone' value can be copied when converting a quote to a job and copied quote.
Converting quote to job:
Copied Quote:
39. Email Messages: Resend Email button is renamed as 'Retry Email'.
40. Job ->Carryover Qty: Audit history and the new fields 'Date Updated and Updated By' are now included in the Carryover Qty screen.
41. Equipment on site by job - Item details report: No charge column has been included in the report.
42. Quote Items: Bid Line#, Weekly price, Monthly price values are copied while copying the Quote.
43. Quote Items: Item description character limit has been increased up to 200 and the same description can be printed on the printed quote.
Printed Quote
44. Map: Customer filter is added to the map. It will help us to filter the map based on customers.
Bug Fixes
1. Company Screen: Enable Routing setting is removed from the company settings.
2. Job Screen: We no longer show an error message upon removing the quote from the job.
3. Dark Mode: UI related issues have been fixed.
4. Tickets: Caller Note field issue is resolved. When we added it by choosing the 'Add New Called In by' option under 'Called in by,' it wasn't updating, but that is now fixed.
5. Enterprise Manager: State drop down values are obtained from Settings->States.
6. Ticket Audit History: We are now showing audit history when we change the ticket status from Active to Final Edit.
7. Job TCPs: An improvised error message appears when we try to attach a file larger than 20 MB.
8. Customer ->Activities: The links redirecting issue has been resolved on Customers, Quotes and Prospects.
9. Tickets Grid : Primary driver column is updated correctly for copied tickets.
10. Email Invoice Screen: To address issue is resolved.
Even though the setting for "use customer email for email invoice" is enabled on the job screen, when we attempted to email the invoice, the job invoice email address was displayed rather than the customer email invoice email id but the actual invoice was going the job invoice email id. However, this has since been resolved to avoid the confusion.
11. Sale Ticket: Description overlapping issue is resolved on printed sale tickets.
11. Customers Import: Billing cycles, Accounting Terms and InvoiceDWM entity issues are resolved while importing data.
12. Line Items Import: Misc Item and Sale Item entity issues are resolved while importing data.
13. Tickets and Quotes : We no longer show inactive states on Tickets and Quotes.
14. Ticket Items : We no longer show inactive sub-items on Manage Items.
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