Release Notes 4.0.104

Enhancements 

AP Payment

• The notification triggered upon completion of the Auto Check process is now sent only to the user who performed the action, rather than to all users within the tenant.

Customer

• The State Tax, City Tax, County Tax and Local Tax selectors within the Tax Codes tab have been updated with a search option within the selector.

Invoicing

• The State Tax, City Tax, County Tax and Local Tax selectors within the Rate/Taxes tab have been updated with a search option within the selector.

Invoicing

• Several improvements have been implemented in the Invoice History and Open Documents grids within the Invoice Creation page and Service 1 tab to ensure data is displayed accurately.

• The Bill To Name characters allowed in the InvoiceReg table has been changed to allow up to 255 characters.

• Users can now use the Make or Model information in the Service 1 tab to pull up related Equipment Information. 

• The Drag-n-Drop function in the Document tab has been enhanced to manage files with a capitalized extension. 

Parts

• A new tracking option is now available in the part details. This feature provides a historical record of all changes made to a part over time.

Issues Resolved 

Invoicing

• Several fixes were done in the Invoice Report to correct an issue related to implicit labor consolidation.

• Resolved a concurrency issue that occurred when adding a serial # in the Service 1 tab of a PM Work Order containing a Flat Rate Labor line.

• The taxability issue found when transferring items to a different order has been resolved.

Parts

Inventory Count

• The issue with the Exclude filters when configuring an inventory count has been fixed.

Customer

• The issue that was preventing users from saving changes in the Web/Email tab in a Customer has been addressed.