Update 234
  • 24 Jun 2024
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Update 234

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Article summary

  • Added: New FT Docs link

               * Auto send a recap of the field ticket + auth to proceed + inspections when tech submits the field ticket

              * see: https://help.cenpoint.com/docs/field-ticket-documents for more info and how to set it up

  • Added: Reports -> Job Reports -> Job Costing: Now includes Fuel Surcharge added to invoices

              * Reports on invoice date as it's not tied to a particular field ticket

  • Added: New Add-On option to auto look up & update sales tax per city.

               * US only

              * Contact CenPoint for dirt cheap pricing & details

  • Added: Reports -> Billed Out: New Grouping option "County (Cust.)"

              * Customer County will be populated for all new customers. If you need your current customers set, please contact CenPoint Support

  • Added: CP Books: Lots of new features for managing your finances

               * Freeze Bills while you dispute them

               * Bank Links / Auto import transactions

               * Documents on Bank Register Entries

               * Vendor Refunds & Credit Memos

               * And More!

               * If you haven't checked out CP Books yet, give us a call for more info!

              

  • Fixed: Payment History -> Print: Summary at bottom not including EFT payments

  • Other minor fixes


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