Thursday, 15 September 2022

Build 314

  • Added option to email invoice after approval
  • Added option for multiple domains on user email restriction
  • Added warning for Ops and Fin Qty mismatch
  • Added Invoice Statement page for customers
  • Initialize Quotation from Workflow Default Accounts
  • Asset Fields moved from Master table to Data Fields page
  • Added hyperlinks for Work Order ID and Job Number in Advanced Reports

Tuesday, 23 August 2022

Build 313

  • Added filter for Linked T/D in Quotations
  • Added Download/Preview option on Invoice listing page
  • Terminology Change: Shipment renamed to Job
  • Allow document cancellation of common documents
  • Redesigned WO Export page
  • Allow KPI Export in Days/Hours
  • Allow supporting documents to be attached when generating Invoice

Thursday, 11 August 2022

Build 312

  • Computed flag added for Data Field definitions
  • Load Type filter added in Ops
  • Bulk Action on Finance Jobs


Monday, 1 August 2022

Build 311

  • Recipients popup redesigned
  • Entity Type data field added to Data Field Definitions
  • Added Internal & External Remarks to Accounts Export
  • Fixed issue with Form event triggers
  • Added Menu Group for dynamic pages
  • Added function to duplicate invoice
  • Added custom validation for Ops/Finance document download
  • Multi-currency capability for multi-company shipments added

Wednesday, 20 July 2022

Build 310

  • Added Remarks to Items in WO
  • Finance Integration per Company
  • WO Email Docs - Remember email recipients
  • Entity Export - Per Company tab added
  • Top 20 Entities changed to Top 50 Entities

Tuesday, 5 July 2022

Build 309

  • Accounts, Invoices and Bills page - filtered to single office
  • Added workflow selection to quotations
  • Allow validation and finalisation of multiple bills
  • Accounts page - filtered to single office
  • Added Bulk Action tool for SysAdmins
  • Fixed issue with Multi-WO Form updates
  • Added Refresh Quantity option on finance page
  • Added quick selection of date ranges

Thursday, 23 June 2022

Build 308

  • Upgraded to .Net Framework 4.8
  • Added IP Geolocation Cache
  • Work Order Data search option added to Quick Search
  • Fixed issue with Customer Shipments API
  • Added editable fields capability in Quotation forms
  • Added Account Approval filter on Bills page