Release Notes 4.1.16

1. Invoicing

• Improved invoice layout and calculations, including labor rounding, description alignment, and deposit visibility.
• Corrected reverse/credit behavior to preserve sections and section comments.
• Updated Invoicing tab permissions and introduced a permission for closing internal Work Orders.
• Removed the Processed column from the Invoice/WO Document Center grid as this functionality is now in the Sales Document Processing Page

2. Equipment & Unit Types

• Expanded categorized Unit Type selection and supported changing the Unit Type of existing equipment.
• Added two new Equipment Unit Types: Excavator and Attachment.
• Improved Unit Type consistency, model compatibility, specifications, and Advanced Equipment Search.
• Corrected the missing Model Year on the Trailer Service1 tab.
• Added a notification when a serial number selected on the Equipment tab belongs to an open Rental Work Order.
• Corrected the Shipper Bill of Lading Report (BOL) to use Equipment Unit # rather than Control #.

3. Accounts Payable & Purchasing

• Corrected AP Voucher Posting report totals and out-of-balance recurring AP invoice posting.
• Corrected duplicate entries in AP Invoice Entry that stemmed from posting AP Invoices in multiple tabs.
• Corrected Vendor Alias population when selecting a part through Purchase Order search.
• Added informational notes for Vendor Alias Part Numbers.

4. Reports

• Applied date formatting to multiple AP, AR, and Financial reports.
• Redesigned the Trial Balance report to align with a standard presentation format.
• Corrected GP % calculation in the Billing Report Summary.

5. Credit Approval & Notifications

• Added Credit Approval Team configuration and updated user profiles with Credit Approval categories.
• Expanded Notification Center categories, variables, templates, and rule execution for Credit Approval.
• Corrected notifications not being sent after Notification Center was re-enabled.

6. Avalara Integration & Tax Code

• Corrected the invoice date sent to Avalara to reflect local user time instead of UTC.
• Corrected Work Order Tax Code lookup affected by capitalization differences between Tax Codes and ZIP Codes.

7. Administration, Security & Mobile

• Added an Evolution setting for signature requirements to complete work orders on the Evolution Mobile App.
• Corrected login behavior for Technician users when SSO is enabled.
• Corrected read-only Self Service Query permissions.

8. Parts

• Corrected the default status on parts created from a price file.

9. Detecno Integration

• Added the Detecno Integration Service.
• Added the ability to adjust the CFDI Usage Code on an invoice.