Release: 5th October 2021

Release Topics

1. Improved Documentation Emailing
2. PPM Importer Improvements
3. Parts Library Association to Suppliers
4. @@Site Billing Address@@ Tag

Release Details

1. Improved Documentation Emailing

• Improvements have been made to the emailing functionality of document templates
• When emailing document templates all customer and site contacts are now available to select as recipients
• A free text field is also available in order to send the document to a recipient who does not exist as a contact

2. PPM Importer Improvements

• Improvements have been made to the PPM Importer
• An ‘Auto Populate All Assets’ checkbox has been added to the ‘Create PPM Import Template’ area preventing users from having to manually select assets within the spreadsheet
• A search function has been added to the ‘Service Type’ area within the import spreadsheet preventing users from having to manually scroll through high volumes of service types
• Drag and drop/copy and paste functionality has been added to the visits/weeks area of the import spreadsheet allowing for greater efficiency when compared to the previous individual dropdown selection method

3. Parts Library Association to Suppliers

• It is now possible to link a Parts Library with a Supplier by setting a ‘Default Parts Library’
• This means that the associated Parts Library will be presented by default when creating a Purchase Order concerning the related Supplier
• This will enable users to manage high volumes of parts, lists and libraries more effectively and ease the Purchase Order process

4. @@Site Billing Address@@ Tag

• A new @@SiteBillingAddress@@ Tag is now available for use within Credit note, Invoice, Jobsheet, Purchase Order, Quote, PPM Credit and PPM Invoice document templates

Improvements, Modifications & Bug Fixes

Improvements and Modifications

• The ‘Staff’ and ‘Customer Portal’ pages within the ‘Settings’ area have been made more consistent with each other with regards to viewing ‘Include Inactive’ items

Bug Fixes

• An issue whereby ‘Quoted Values’ were working incorrectly against Customer Grouped Invoices has now been resolved
• An issue whereby ‘Non-Productive Time’ types were failing to save when marking as inactive has now be fixed
• An issue concerning the Xero sync whereby an invoice/credit note fails to sync due to total tax amount decimal place distinctions has been corrected
• An issue concerning the Customer Portal whereby an Invoice may fail to download/print has been resolved