Update 192
  • 07 Oct 2020
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Update 192

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Article summary


  • Added: File -> Company/Branch Info -> Cust Portal Tab: Ability to get an alert every time the customer opens the quote link, just the first time, or just when the customer signs


  • Added: A/R -> Datapush -> QuickBooks Online: Added the option to import credit card payments processed in QB Online. Will import the payment and flag it as already being the accounting system
  • Added: A/R -> Datapush -> QuickBooks Online: Now supports pushing by Transaction Date
  • Added: A/R -> Datapush -> QuickBooks Online: Can now apply payments to invoices that were originally pushed to QB Desktop before you switched to QB Online
  • Added: A/R -> Payments -> Add Fee. Allows adding a fee to an invoice. Add an Invoice Fee


  • Added: A/R -> Statements: Now remembers your choice to 'Include Surplus Balance on Output'


  • Added: Reports -> Job Reports -> JSAs (Job Safety Analysis): You can now print a blank / example JSA


  • Added: Reports -> Report Cards -> Sales Rep Report Card -> Quoted vs. Converted: Now includes Quoted Hours, Converted Hours, and actual Job Hours


  • Added: Manage Docs: Now supports emailing or doing a 'Save As' on multiple documents at once (hold 'CTRL' or 'SHIFT' to select multiple, just like File Explorer)


  • Added: Jobs -> Add'l Costs & Job PO's: Now supports recording hours as well as costs


  • Fixed: Find Invoices: "Modify Inv." button renamed to "Invoice Info" to more accurately reflect functionality
  • Fixed: A/R -> Print Aging Report: Invoice additional charges not honoring the 'As Of' date
  • Other minor fixes








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