Added: Quotes / Find Quotes: New tracking fields
• Quote Status
• Define Quote Statuses under More -> List Management -> Quotes, Jobs, and Invoices -> Quote Statuses
• Lost Reason
• Expected Close Date
Added: Quote SS (Super Simple) Mode
• Very basic quote entry. Type everything in the notes. Set per user under User Preferences
Added: Tech Home Screen -> My Documents: Now includes branch documents as well to easily distribute company documents
Added: Reports -> Time Cards & Payroll -> Technician-Detailed & Summary: New option to push hours directly to our integrated payroll
• This will allow you to push hours to the integrated payroll system without having to export and import a file!
Added: Inventory Tab: All inventory options currently on the desktop app have been moved over!
Added: CP Books -> Chart of Accounts: New Account Type: Cost of Goods Sold
• Reports under a specific revenue account on the P&L
• P&L has an option to report COGS in Revenue or under expenses
Invoice PDFs: If you have electronic payments turned on in CenPoint, invoice PDFs now include a 'Pay Now' button / hyperlink
• The pay now button / hyperlink is the same link as if you had sent a link instead of a PDF
• There is a downside to this. CenPoint cannot track PDF opens when they open the PDF like it can when you send a link
Fixed: New ROP Groups defaulting to in-active.
Fixed: Quote links cutting off words in some scenarios
Fixed: Statements not sending in some scenarios after you changed the as of date
Fixed: Pay stub fica not loading correctly if you only set fica and didn't itemize SS & Medicare
Other minor fixes