Portal Update 2.0.6.2

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  • Added: All grids now remember the column order you set

  • Added: Tech home screen: Now shows if they have the day off (pulls from User Availability)

  • Added: CP Books -> Eligible for 1099: Enhanced to show the address and federal tax number

  • Added: CP Books -> Financial Reports -> Profit & Loss: Option to show % Changed when viewing year over year

Added: CP Books -> Banking & Credit Cards: Import Bank / CC Statement Option

• This is helpful if you can't link your Bank / CC to CenPoint

Added: Customers -> Misc. Tab: Do Not Send Auto Texts

• If you check this, the customer will not get any auto texts (i.e. On the schedule for today/tomorrow, we're on our way, etc.)

  • Fixed: NSI line-item notes not saving in some scenarios

  • Fixed: A/P -> Eligible for 1099: Showing bill total instead of payment total

  • Other minor fixes