Update 231

Major (and Huge) Change: ***CP Books Is Here!***

• New Security Levels

        * 9 New security levels for POs

* 11 New security levels for CP Books

     * These affect existing functionality/security so please review office security

• Manage A/R

   *CenPoint has done this for over a decade but now you can do it on the web & mobile apps

   * Enhanced to auto create journal entries when invoices created, payments are entered, etc.

   * File-List Mngt-'GL Codes' are now called 'Chart of Accounts'

   * Deposits now transfer money from 'Undeposited Funds' to the specified bank account

• Manage A/P

    * Includes Managing bills and bill payments

    * Bill approval process before payments are made

    * Check Printing

    * POs automatically create Bills to be paid once the PO is approve

• Banking

     * Multiple bank accounts

     * Bank Reconciliations

• POs

  

        * Enhanced PO management for PO limits and overages

        * Easily see and approve outstanding POs (security controlled)

• Reporting

       * P&L

       * Balance Sheet

       * Trial Balance

       * All drill down reporting

       * and more!

• General

       * Free Accountant Login

       * Full General Ledger with Manual Journal Entries

      * Free QuickBooks Desktop and QuickBooks Online migration utility

        * Substantially lower prices than our competitors

        * Same great service you're used to

        * and more!         

• More Reports & Features coming soon!

• Contact CenPoint for questions and to enroll (you'll be glad you did! :) )

• Added: A/R tab renamed to CP Books

• Added: Reports -> Job Reports -> Contract Progress: Option to report linked jobs together.

        * Also shows totals on the bottom that sum up all jobs in the grid.

        * This allows you to get a better picture for the contract + change order(s) scope / progress

• Added: Reports -> Job Reports -> Job Hour Report: New Sub-Group options for Tech & Union

• Added: Unions: You can now define / draw a geo fence for union boundaries (maps drawn in the web app)

  

           * Once the boundaries are set, when a job or quote is geo-coded, union will be automatically set

           * See Reports -> Job Reports -> Job Hour Report for Union Reporting

• Fixed: Reports -> Tax Reports -> Sales Tax Invoiced (City/Tax): Not reporting sales tax adjustments correctly in certain scenarios

• Fixed: File -> List Management -> Vehicles: Delete button erroring out.

• Other minor fixes