What’s New
- Support for Canadian Taxes: Now your receivables and Payables support taxes for Canadian location
- Improved Summary section for Invoices and PDFs: Get better visibility into taxes, discounts, and other calculated components
- Automated Trip/Travel charges: Based on rates set in the system, you can now automatically include flat or distance-based trip/travel charges in your receivables and payables invoices.
Canadian Tax support:
- Canadian taxes for respective provinces are fetched and displayed in the invoice, proposals, and purchase orders
Support for Canadian Taxes: Now your receivables and Payables support taxes for Canadian location
Improved Summary section for Invoices and PDFs: Get better visibility into taxes, discounts, and other calculated components
Automated Trip/Travel charges: Based on rates set in the system, you can now automatically include flat or distance-based trip/travel charges in your receivables and payables invoices.
Canadian Tax support:
- Canadian taxes for respective provinces are fetched and displayed in the invoice, proposals, and purchase orders
Improved Summary section for Invoices and PDFs:
- An improved summary section for invoices, proposals, and purchase orders will give better insights into total tax across all line items.
- Here, taxes are grouped by Tax type (“GST,” “PST,” etc., for Canadian locations and “Tax” for US locations) and Tax rates.
- Summary section and new Tax summary section in PDFs for invoices, proposal and purchase orders gives better insights into taxes.
- To switch to the new format you can choose the following templates as the default templates from settings
Automated Trip/Travel charges
We currently support two types of Trip/Travel charges
-Flat charges – Fixed charge
-Distance-based charges – Charge based on distance traveled to the site location
These charges can vary for clients, sites, vendors, and trade service.
- Trip Charges are automatically populated during invoice based on configuration(flat/distance-based)
- Enhanced mobile interface for Vendors and team members to log travel details
Bug Fixes
1.WO Filter Creation Date Not Working Properly
- Issue with the creation date filter in work orders has been resolved.
2.Invalid Link On New Invitations when using Email and Mobile fields in ROR
- Fixed invalid links in new invitations when email and mobile fields are used.
3.First Broker name associated to location is displayed instead of Current
- Corrected the issue where the first broker name was displayed instead of the current broker name.
4.New Vendors Module Is Showing Incorrect Notes & Contacts Count
- Fixed the incorrect display of notes and contacts count in the New Vendors module.
5.Proposal Item Description Is Showing HTML Tags
- HTML tags in proposal item descriptions are now properly rendered.
6.Invoice PDF is not getting downloaded
- Resolved the issue preventing invoice PDFs from being downloaded.
Stories
1.Change in the Item Name should update Rate & Assignment Records respectively
- Implemented a feature where changing an item name updates the corresponding rate and assignment records.
2.Increase width and provide horizontal scroll for the recommendation box in Name dropdown for Invoices | Proposal | PO
- Enhanced the recommendation box in the name dropdown with increased width and horizontal scroll functionality.
Features
1.WO Level Summary Invoice Report
- Added a new summary invoice report at the work order level.
2.AR/AP - Add Custom Column naming to Invoice Reports
- Introduced the ability to add custom column naming in invoice reports.
Tasks
1.After creating these agreements and hitting activate/continue
- Improvements made to the activation process.
2.Weather works trips to be invoiced doesn't ignore cancel trips.
- Adjusted the invoicing process to exclude canceled weather works trips.
3.Sites loading performance issue on Work order create Pop up
- Addressed performance issues with site loading during work order creation.
4.Corrected Date of Issue on Forwarding Vendor invoice to Client.
Please reach out to Support@utilizecore.com or use the chat box below for any questions!