Portal Update 2.0.4.7
  • 19 Sep 2024
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Portal Update 2.0.4.7

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Article summary

  • Added: CP Books -> Reports -> P&L: New option to show % next to the dollar amount

  • Added: More -> Users -> Modify User -> User Preferences:

    Can now set Desktop user settings

  • Added: More -> Users -> Modify User -> User Preferences:

     Can now set the Desktop app to send via Outlook while using something

     else on the Portal (i.e. Office 365, gmail, etc.)

  • Added: Schedulers -> Right Click on WO: New option to 'Create New Errand For This Job'

  • Added: Reports -> Job Reports -> Inspections: Checkbox to include vehicle inspections for

    the branch you are looking at where the inspection is for a different branch

    than the vehicle branch. This is useful if you 'loan' vehicles between branches

  • Fixed: CP Books -> Banking -> Bank Register: Manual bank rec transactions that had been reconciled were able to be changed. They are now locked down

  • Fixed CP Books -> Checks -> Bulk Print Checks:

  • Other minor fixes