Update

February 15th, 2023

|

2 min read.

New Features:

  • Added an “Include All” option to the visit files to include all images/documents with 1 click
  • Added support for notifications to be sent at multiple offsets
    • For instance, send scheduled notification at 10 days and again at 3 days
  • Added the ability to FTP visit results using specific naming conventions
  • Added a feature to show Work Custom Field data on the visits
  • When changing bill to/Location of Work it will now pre-populate the current selection to help save time and prevent mistakes
  • Work → List: Location # is now a link to the location profile
  • Made the billing contacts Company visible
  • Added a new filter to the Work Projected (Accrual) Export to only include totals of invoices based on their status
  • Added Invoice description to PDF invoice version

Additional Updates:

  • Fixed Dashboard Revenue calculation to now work with work spanning multiple days
  • Fixed an issue that prevented viewing previous work using the “Location Work” button
  • Fixed an issue that prevented users from updating the ‘External ID’ field on the customer contacts
  • Fixed an issue where the ‘Customer’ filter on the Work → List and Work → Visits pages was filtering by the bill to customer instead of the location customer
  • Fixed an issue where visits that had their dates changed that also belonged to a group would not display on the proper date on the scheduler
  • Fixed an issue where customers with more than 50 contacts would not have that list properly searchable on work creation
  • Fixed bug with Invoice Export that prevented the export from running

© Work Fossa