Update 233
  • 10 May 2024
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Update 233

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Article summary

  • Added: Major Sign In Change: Can now require MFA (Multi Factor Authentication) when signing in

               * Per Branch Setting (File -> Company/Branch Info -> Modify -> Misc. Tab)

               * Can be set for: Office, Techs, or Both

               *  Techs stay signed in on the mobile app so it would only require it on new phones

or if they manually sign out, not everyday

               * Uses email or cell # on file for each user to send the code

 

  • Added: Reports -> CP Analytics -> Yearly Sales Comparison: Option to group by 'Resp. Party'

  • Added: Reports -> Job Reports -> Job Hour Report: Totals on bottom of grid

  • Added: Reports -> Job Reports -> Inspections -> Print: Now includes the inspection sub description

  • Added: File -> Company/Branch Info -> Modify -> Customer Portal -> Manage Electronic Payments: Option to send a notification alert to a user or department when a customer pays via an Invoice or Statement link

  • Added: Payments: Can now choose 'EFT - Already Charged' as the payment source

               * Use this for recording ACHs outside of CenPoint

               * EFT (Electronic Funds Transfer) is the global term for ACH

  • Added: Find Invoices: Speed improvements for larger data sets

  •  Fixed: Reports -> Time Cards & Payroll -> Time Overview: Bug in calculating total wages for Clock In Records if 'Include Wages' was checked

  • Fixed: WO -> Repeat WO: Saving Duplicate Repeating WO if you printed the WO (does a save to proceed) after doing Repeat WO and then clicked on 'OK'

  • Other minor fixes


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