December 22, 2023 - Release Notes
Enhancement & Bug Fix Announcement
New Features -
Invoicing Enhancements:
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Introduced a new provision for invoicing directly from Account Receivable, Payables, Events, Purchase Orders, and Proposals.
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Streamlined the invoicing process for improved efficiency and user experience.
Site Management Improvements:
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Enhanced the site management process by implementing safeguards against the deletion of open Work Orders when a site is deleted or deactivated.
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This ensures data integrity and prevents accidental loss of critical information.
WO Report Enhancements:
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Added a new field, "Trip Category," to the Work Order (WO) Report for enhanced visibility of trips associated with work orders.
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This addition provides users with better categorization and organization of trip-related information.
Inspection Form Email Improvements:
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Included WO#, Site, and Vendor name in Inspection form emails to provide recipients with comprehensive information for better decision-making.
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This enhancement improves the clarity and context of inspection-related communications.
Invoice Template Update:
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Introduced a new template for invoices named "New Four (without Request Description)."
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This template option offers flexibility in presenting invoice information without including request descriptions.
Vendor File Correction:
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Corrected Vendor File where phone numbers were populating incorrectly.
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This correction ensures accurate and reliable vendor contact information.
BUG Fixes
Signup Email Template:
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Corrected Liquid template in Signup Email on the resend invitation event for vendors.
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Ensures accurate and effective communication during the signup process.
Vendor Trip Emails:
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Resolved an error in Vendor Trip emails occurring during vendor user logout scenarios.
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Ensures vendors receive trip-related communications without disruption.
Time & Material Rates Upload:
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Resolved an error in Time & Material rates upload for Assignee.
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Ensures accurate recording and calculation of time and material costs for assignments.
Per Task Flat Rate Placeholder:
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Corrected the placeholder for Per Task Flat rate for accurate representation in relevant documentation.
Site Contact Access for Vendors:
Corrected Site contact access for Vendors, ensuring appropriate access and permissions.
Please reach out to Support@utilizecore.com or use the chat box below for any questions!