New features and Improvements:
1. The 'Invoice Payments' option is now available under the 'Invoices' section, allowing us to add payments details. To add a new invoice payment, click the plus (+) icon - this will open the Invoice Payments form where we can enter payment details.
Clicking the 'Apply payments to invoices' button opens a form that allows you to select invoice records.
We can find the invoice details under the 'Details' tab.
We can now view the 'Invoice Payments' tab under the 'Customers' screen.
The 'Payment Details' tab is now available under the 'Invoice' screen, displaying the balance details as well.
If the balance is zero, we won’t be able to select another invoice for payment. A pop-up will appear to notify you.
It will not allow you to add an amount that exceeds the payment limit.
Clicking the 'Void Payment' button successfully voids the payment
2. 'Inventory Levels' dashboard has been added to the Equipment module for easier access and tracking. It will display all the equipment-type line item details, including rented, available, and unavailable quantities. When a specific inventory quantity is assigned to a ticket, the quantity will be automatically updated here.
We have also added Branch, Equipment Types and Availability filters to filter and manage the data. Radio buttons (traffic light buttons) allow us to filter records based on stock availability.
Inventory details can also be viewed on line item screen.
3. Geo fencing: TCR mobile app has geo fencing feature which allows users to be alerted when they get near a job site to clock into the job, when the leave job site without clocking it, it prompts them to clock out, captures how far from a job site a user clocked in or out. Click here for more details.
4. The All Punch Our The Fence report is now available under the Reports section. This report shows all punch-out activities that occurred outside the fence.
5. Date Created and Created by fields are now available in the advanced search on the Invoice List grid.
6. Quotes: While copying or creating a new quote, the 'Prices Valid Through' date will automatically update to 30 days after the 'Quote Created Date'.'
7. The character limit for line item descriptions has been increased to 1,500 characters.
8. The mobile version column is now accessible within the Enterprise Manager
9. Audit history is now enabled for Work codes
10. The Driver Schedule Grid has been updated to include a new 'Acknowledged' column. Click here for more details about ticket acknowledgement feature.
11. Audit history is now enabled for Enterprise manager.
12. 'Ticket Number' column has been added under Job → TCPS. It displays all the ticket numbers linked to the corresponding TCP.
13. Uploading multiple attachments at once: Users can now upload multiple files by simply dragging and dropping them into the attachment grids of Companies, Customers, Jobs, Tickets, Quotes, Prospects and Line Items, with no need to click the 'Add New' button.
Note: Drag and drop files on the grid area but not on the 'add new' attachment screen.
14. Certifications tab on the Employees screen : Added 'Available in Mobile App' and 'Notes' fields to the Certifications tab, and introduced a new 'Expiring Certificates' report within the Employees grid.
We've added an 'Expiring Certificates' report to the Employees grid to display certificate expiration details
15. Invoice Batches: Improved invoice batches by adding downloadable link, detailed filters and invoices tab.
15. Copy Ticket attachments: We can now copy ticket attachments when a ticket is copied.
BUG FIXES
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