New features and Improvements:
1. The 'Quickbooks Integration Feature' has been added to the Company Settings, which allows us to integrate TCR invoices with Quickbooks. Click here for more details!
Quickbooks:
2. Quote items grouping feature is now available.
To avail this feature, navigate to Quote ->Items ->Manage Items and click on 'Add New Group' button to create a new group.
The 'Move Selected Items to Different Group' link, which appears when you select any item in the group, allows you to move selected items to other groups.
Grouped items can also be moved by dragging and dropping them into other groups.
While deleting groups, we can move items to other groups.
New items will be added to the ungrouped items.
Group quote print format is added
Printed quote with 'Group Quote' format where we can see the Group items as shown below.
3. Limiting tax codes for jobs and quotes based on branch
On the tax groups screen, we've added a 'Branch' drop down, which enables us to show only selected branch tax codes on Jobs and Quotes in addition to unassigned branch tax codes.
4.'Include on Price List' column is now available in the Quote -> Items grid.
5.'Date Created' column has been added to the Line Items -> Grid, Advanced Search and Export to Excel and Invoice List -> Advanced Search
Line items ->Advanced Search now includes 'Date Created' filter.
Invoice List grid advanced search -> includes 'Date Created' Column.
6. The Employee Screen now includes 'Employee Type' drop down with the values 'Employee and Temp/Contractor'.
7. The 'Total Billing field' is being restricted to all roles except Administrator, General Manager and Invoicing roles.
8. Price List Item Audit History is now accessible.
9. Bulk status change is now available on the User settings.
Search for the desired user records and select multiple user records by selecting the check boxes of multiple user records to Activate/Inactivate them.
10. Added the ability to save the 'Advance Search filters' on Ticket Labor, Misc Time, Tickets grid screens.
Ticket Labor: Save the 'Advance Search filters' using the 'Save As' button and delete, update the saved filters by using the Delete and Update buttons.
Misc Time: Save the 'Advance Search filters' using the 'Save As' button and delete, update the saved filters by using the Delete and Update buttons.
Tickets: Save the 'Advance Search filters' using the 'Save As' button and delete, update the saved filters by using the Delete and Update buttons.
11. Bulk status change is now available on the Line Items, Equipments and Drivers.
Line Items: Search for the desired Line Item records and select multiple records by selecting the check boxes to Activate/Inactivate them.
Equipments: Search for the desired Equipment records and select multiple records by selecting the check boxes to Activate/Inactivate them.
Drivers: Search for the desired Driver records and select multiple records by selecting the check boxes to Activate/Inactivate them.
12. 'Meal Break Violation' report is added under labor section of reports.
Misc time records which has meal toggle OFF in their work codes will be reflecting on the report.
13. When converting a quote to a job, we are turning off the toggle for 'Create Price List?' by default.
14.Customer Groups setting is added under the Administrative settings.
Customer Groups is available under the settings and we can see this field is added on Customers and only active Customer Group data will reflect under dropdown of Customer Group.
15. 'Internal Notes' from Ticket is added as a column the 'Job Tickets' grid.
16. Ability to print tickets for one month.
Date range to print tickets is increased to one month.
17. 'Ticket Number' column is added to Misc Time Grid.
18. 'Copy Signature' toggle is added while copying tickets.
The toggle 'Copy Signature' is turned off by default and should be able to turn the toggle on when required to copy the signature while copying a ticket.
19. Access the Exception Report in Excel format via an Additional Link .
20. Tie the Quote to a Job, after a job is created and show the total quote amount and initial quote amount on the Job screen.
'Initial Quote ID' look up field on the Job level lets you search and select for the required quote available. Initial Quote Amount shows the total amount of the 'Quote' selected on the field 'Initial Quote ID'. Total Quote Amount is a sum of all the totals of quotes tied up on the job level.
21.'Copy Kits' toggle is added while copying tickets.
The toggle 'Copy Kits' is turned ON by default while copying a ticket.
22. Ability to add 'Custom Signage' on the Job and select the added Signage on ticket.
Added the ability to add a new Sign Legend and Description under 'Custom Sings' tab of a Job and save the inventory quantity on it. The added custom signs can be selected on Tickets->Signs with quantity delivered. These custom signs are unavailable under the standard Signage list of settings.
23. Ability to click Enter and search for the records on Advance Search rather than mouse clicking on the Search icon.
24. Ability to Setup 'Credit Reasons' dropdown while creating Credit/Debit memo.
We can setup 'Credit Reasons' dropdown from the Invoice entity available on Option Sets under Administrative Settings. Click here for more details!
Bug Fixes
1.'Calculate Retainage' label is being renamed with 'Retainage Calculation' on Company screen.
2. The Activity Summary report can now be printed in a single page.
3. The 'Save All' button in Ticket Manage Labor is adjusted to be in the center.
4. The 'Manage Ticket Items' screen is not grayed out when clicked on ‘pick up all’, ' return all’, ‘delivered all’.
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