Release: 23rd October 2019

Joblogic Latest Releases

Site Billing Address

Scheduled for release on 28.10.2019. Please note that this date may be subject to change.

You will now have the ability to add a separate billing address, similarly to the customer details. This can be used on Invoice, Credit, PPM Invoice, PPM Credit. Additionally, this can be set as the invoice address for a PPM Contract.

1) ‘Site Billing Address’ set-up:

Additional Template Tags for Invoice, PPM Invoice and Purchase Order

• Invoice

  • CustomerTaxNumber
  • Quote Number

• PPM Invoice

  • Contract Number
  • Contract Start
  • Contract End
  • Contract Value
  • Plan Reference
  • Contract Description

• Purchase Order

  • Job Primary Contact (Name, Email, Telephone)
  • Supplier Contact (Email, Telephone)

• Please see the updated Document Guidelines for the relevant tags.

Improvements, Modifications & Bug Fixes

Improvements

• Jobsheets will now have an upper limit of assets that can be printed on them, this is being done to help performance for all users.
• On our Customer Portal, when viewing invoices against a PPM contract for a site, invoices can now be clicked on to be seen in more detail, or printed directly without needing to search for the invoice separately.
• Customer Name is now displayed on all Quote screens.

Bug Fixes

• We have resolved an issue in the Customer Portal that was preventing certain clients from viewing the Forms Logbook.
• When viewing address location for US, Canada, and Australia, places will now display with a Pin-Point instead of highlighting the area (Effective areas: Site, Customer, Quote).
• On Purchase Order exports (print, email or download), the Total Excluding VAT will now correctly apply the discount value.
• We have fixed an issue when populating addresses from search, for some UK villages.