TLDR: This update contains 13 new features and 8 bug fixes.
• Added: More -> Company/Branch Info -> Modify Branch -> Job & Report Options Tab: Monthly Credit Cap
• This allows you to set a monthly credit cap / control costs from using optional features
• CenPoint currently comes with 100 complimentary credits per billing period (subject to change).
If you've wanted to try it out but were afraid of using too many credits, set the cap and give it a try!
• Added: Dashboards: New dashboard for 'Feature Usage' (SAs only)
• Allows you to easily monitor feature usage across your organization
• Added: All documents for a job now order by most recent first
• Previosly sorted by category and then most recent per category
• Added: Payroll -> Time Overview Report: Now runs on a Mac and your phone!
• That's right, you can now run the Time Overview Report from any device, not just the windows client
• Added: Reports -> AI Reporter (Beta): describe the report you want and let AI build it
• Added: Reports -> Contract Progress Report now runs on any device (was windows desktop only)
• Added: Reports -> Report Cards -> Invoicing Report Card now runs in the portal (was windows desktop only)
• Added: Reports -> Utilizations (utilization comparison) now runs in the portal (was windows desktop only)
• Added: CP Books -> Financial Reports: Several cash basis reports now load several times faster
• Added: Customers -> Modify: New utility to bulk deactivate contacts
• Only shows up if there are over 50 contacts on the customer
• Checks if the contacts have been added to jobs or had an invoice sent to them in the last 12 months
• This is helpful if you have a generic 'COD' or 'Misc' customer that you add customers as contacts to instead of adding an actual customer per customer
• Added: Job screen now loads up 80% faster
• Added: Find Jobs now loads up to 35% faster
• Added: Find Quotes now loads up to 79% faster
• Added: WO & FT Flow now loads up 86% faster
• Added: Find FT now loads up to 79% faster
• Added: Find Invoices now loads up to 55% faster
• Fixed: Adding a fee to an invoice was forcing the fee to be taxable if the job had tax on it
• Fixed: Pay rates not importing for some paystub imports if formatting included $ signs
• Fixed: Simulate user not working correctly with dashboards
• Fixed: Entering multiple payments in a row was changing the page instead of bringing up a new payments window
• Fixed: Quick... option on sending an email showed duplicate names / emails if the contact was on the job and the customer
• Fixed: Pasting a phone number on an existing phone number resulted in *****
• Fixed: WO auto texts from the techs were not sending if the office sent out a message morning of to the site contacts saying they were on the schedule for that day
• Fixed: A couple of things related to the QB online data push
• Other minor fixes