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Update 206
  • 05 Oct 2021
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Contents

Update 206

  • Updated on 05 Oct 2021
  • 1 Minute to read
  • Contributors
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Article summary

  • Major Change: New security level: 66-Set/Change Terms

          * Must be enabled to set or change the terms on a customer or job


  • Major Change: You can now email your customer an Aging Link and let them pay multiple invoices with a CC!

              * Your customers can download their own copy of any invoice that is currently outstanding

              * Your customers can download their own copy of supporting FTs for outstanding invoices

              * They can bookmark the link to view their aging at any time

              * If you are setup to process CC in CenPoint, they can pay multiple invoices at once


  • Added: Quotes: Now shows estimated drive miles as well as as the crow flies


  • Added: Quotes -> Quote Costing: Now uses estimated drive miles (from google) instead of as the crow flies for vehicle cost


  • Added: Quotes -> Quote Costing: Now includes equipment costs from tasks

  For more information on setting up Equipment Costs 

   use the following link: Equipment Costs


  • Added: Jobs -> Add W.O.: Now lets you duplicate the last WO viewed


  • Added: A/R -> Log Returned (NSF) Payment: Now lets you create an NSI for the the NSF charge

              * This is helpful if the payment is in a closed accounting period

              * Also helpful for several accounting integrations where we cannot change an existing invoice amount


  • Added: File -> List Management -> Document Categories: You can now define your own custom categories for document management


  • Added: Inventory -> Transfer Parts: Streamlined transfer of serialized part
 
  • Added: File -> List Management -> Tax Rates -> Modify Tax Rate: Now supports itemizing State vs County vs City Tax %

              * i.e. State = 5%, County = 2%, Total tax Rate = 7%


  • Added: Reports -> Tax Reports -> Sales Tax Invoiced (City/Tax): Shows breakdown of State, county, and city tax $ amounts

 


Added: File -> List Management -> JSA (Job Safety Analysis) -> Categories: Now supports a free form answer type


  • Fixed: Job -> Contacts: Title not copying from customer contact in some scenarios
  • Fixed: Shop -> Items Requiring Service: Excluding some vehicles if the service schedule didn't have both a miles and a days
  • Other minor fixes



What's Next