1. Introduction of Client 'Net Payment Terms'
We're excited to introduce an enhancement to Net Payment Terms for Clients. You now have the ability to set Default and Client-Specific 'Net Payment Terms'. These net terms will be used to calculate the 'Due Date' of newly created Invoice based on the Invoices 'Issue Date'.
Setting Default Client 'Net Payment Terms'
Default 'Net Payment Terms' can be set from the Company Settings by navigating to 'Client' >> 'Work Order Invoices' >> 'Net Terms'.
From here, you can select which 'Net Terms' should be available by selecting options on the left, and moving them to the right. You can select the Default Net Terms with the dropdown.
Setting Client-Specific 'Net Payment Terms'
Client-Specific 'Net Payment Terms' can be set from 'Client Profile' >> 'Other' tab.
When Editing the Client profile, navigate to the 'Other' tab, and use the 'Terms' dropdown to select a Net Term. Options in the dropdown are made available from the related Company Setting listed above.
Scheduled Enhancements
There will be future enhancements to enable the filtering of Clients and Vendor lists by 'Net Terms', as well as making 'Net Terms' available in the Client and Vendor list Imports and Downloads.
Learn more about How To Manage Default and Client-Specific 'Net Payment Terms',
Any questions? Contact your Account Manager, or email product@utilizecore.com, if you'd like to understand have this enhancement may impact a Accounting System Integration.
2. Enhanced Toast Messages to Display 'Custom Invoice Name'
In Toast messages related to invoices, we will display the Invoice's 'Custom Invoice Name/ID' if the field is populated. If not populated, we will display the system generated Invoice number.
3. Enhance Client Portal Service Request to Include 'Site Search'
When requesting Service from the Client Portal, your clients will now be able to quickly search the Site list.
Learn more about How to Enable a Client Portal.
Learn more about How to Submit a New Service Request.
4. Enhancement to Set 'Vendor Payment Address' with Integration Impact
We have introduced the ability to update a Vendor's 'Payment Address' directly from the Vendor's Profile. This address will be referenced when sending invoice and payment details to the Vendor. When you update a Vendor 'Payment Address', you will be making this change locally within your UtilizeCore Instance.
When sending payments to Vendors, UtilizeCore will first check to see if you have Payment Address listed on your Instance's Vendor profile – if not – it will instead send to the Payment Address on the Vendor's public profile.
NOTE: This logic will be followed if you are leveraging an Integration with an Accounting system
5. Other Improvements
- Action Filter Enhancements
- Bug Fix – Client Upload / Import, Scheduled Service Renewals, Rounding Issue, Tax Exemption
- Bug Fix - Other