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- Major Change: Security Level 67: Now also blocks sales reps from seeing any quotes or jobs (in addition to invoices) that are not theirs
- Added: WO & FT Flow -> View All FT For Job -> Tasks Summary: Sums up tasks for easier pricing of contract work
* Quickly see Qty's & Hrs and drop price on 1 line item
* Copy summary to clipboard to paste for a summary invoice
- Added: Jobs -> What & When Tab: You can now adjust the size of the Job Tasks grid versus the Work Orders grid
- Added: Jobs -> What & When Tab -> Task Grid: Now shows printed notes in the grid
* Double click on note to 'go big'
- Added: Converted Quotes: Now shows a red label saying it's read only instead of pop-up
- Added: Signed FT Tasks: Now shows a red label saying it's signed instead of a pop-up
- Added: Scheduler -> Unassigned WOs: New filter option for 'Displayed Date & Older'
- Added: Weekly Scheduler: Option to show user availability in the grid
- Added: Reports -> Tax Reports: Now requires security level 34-Access to sensitive data
- Added: Reports -> Tax Reports -> Sales Tax Invoiced (City/Tax): Now 'splits' an invoice amount between taxable and non-taxable sales if the invoice is only partly taxable
* Previously reported entire invoice amount under 'Taxable Sales' column if 1 line item was taxable
* NOTE: Sales Tax due column has not changed and accurately reports based on actual invoice tax amount.
- Added: Reports -> Time Cards -> Technician-Detailed & Summary: New checkbox to show warnings in tech drop down
* Allows you to quickly see which techs you need to double check on
- Added: A/R -> Payments -> Payment History Report: Now shows the payment notes in the grid
- Other minor fixes