Portal Update 3.0.1.7

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  • Added: 'Favorites'

• Right click on any option on the home screen to mark it as a favorite

  • Added: CP Books -> Eligible For 1099 Report: Can now directly file 1099s with the IRS (e-File) & State Agencies (if applicable)

  • Added: All documents on a job: Can now filter by date

  • Added: New Email -> Attach Button: Can now select multiple invoices at once to attach to the email

  • Added: Reports -> Job Reports: Job Hour Report

• See total hours worked on jobs

• Filter by OCIP / CCIP jobs

• See detailed workers comp code breakdowns per job

  • Added: Reports: Activity Log

• See all customer / job / quote notes in one place

• Helpful for sales managers to track sales rep activity

  • Added: Reports: Upcoming Events

• See upcoming employee birthdays, hire anniversaries, etc.

  • Added: Reports: Expiring Report

• See upcoming drivers licenses, DOT licenses, etc. that are about to expire

  • Added: 200+ French translations

  • Added: 200+ German translations

  • Added: 200+ Polish translations

  • Added: 200+ Portuguese translations

  • Fixed: Slider bar jumping around in certain scenarios when allocating task time on Field Tickets

  • Other minor fixes