Portal Update 2.0.4.5
  • 11 Sep 2024
  • 1 Minute to read
  • Contributors
  • Dark
    Light
  • PDF

Portal Update 2.0.4.5

  • Dark
    Light
  • PDF

Article summary

  • Added: WOs (Tech View) now honors branch setting to show estimated time on WO (printed WO's have always honored this setting)

  • Added: Jobs -> View All Job Docs: Now includes documents / photos from linked Jobs (look for the link icon)

  • Added: POs -> Find PO: Can now filter by Description

  •  Added: Payment History: Quick link to the deposit that the payment is a part of

  • Added: More -> List Management -> Manufacturers

  • Added: More -> List Management -> Predefined Notes

  • Added: Larger notes sections now have a 'pop-out' button to make it easier to see the full note.

*Let us know if there's a spot you'd like this added to that doesn't have it yet

  • Added: CP Books -> Bills -> Bill Payment History: Now shows the count & total of the bills paid

  • Added: CP Books -> Banking -> Reconcile: More detail on Bank Rec printout

  • Fixed: Layout issues on a few screens

  • Fixed: CP Books -> Journal Entries: Journal entries that had been reconciled were able to be changed. They are now locked down.

  • Other minor fixes