Release : 13th July 2021

Release Topics

1. Account Integration – Changes made to Xero Integration.
2. Refcom Module – New Cylinder and Gas Types.
3. DocX Tags – Customer Grouped Invoice.

1. Account Integration – Xero Integration Process.

• Improvements have been made to the Xero integrations process.
  • Warning message regarding the Nominal Codes and Tax Codes has been added.
  • Details about Organisation Connected to, Base Currency and First Connected date and time has been added.
  • To read a user guide on the new Xero integration, click here.

2. Refcom Module - Gas Cylinder Types.

• Non - Refrigerant Cylinder Type has been added with a set of Non - Refrigerant Gas Types.
• New set of Refrigerant Types - R22, R453a, R32, has been added.
• The mobile app has been updated with the changes made.

3. Document Templates – New Tags for Customer Grouped invoice.

• A new set of tags have been created for Customer Grouped Invoice Document templates.
• These tags will help add more information to the Job lines section of the Customer Grouped Invoices.
• The New Tags are-
  • Job Reference Number - @@Item_JobReferenceNumber@@
  • Job Number - @@Item_JobNumber@@
  • Site Name - @Item_SiteName@@
  • Site Reference Number - @@Item_SiteReferenceNumber@@
• Download the CGI Guidelines Document for more information on all available tags and instructions.

Improvements, Modifications & Bug Fixes

Improvements and Modifications

• A “Show Same Levels Related Jobs/Quoted” checkbox has been added to the quick view pane of the job.
• A “Display Secondary Time-zone” checkbox has been added to the settings dropdown of the Planner page.
• Hovering over a Job Card on the planner will display the Start and End Dates and Times of the respective job.
• The PPM Contract Import Template has been amended to facilitate adding descriptions. (Asset/Task, PPM Contract and Visit).

Bug Fixes

None