Bugs & Micro Enhancements - 9/17

We will soon be releasing our AR/AP Beta version. For those of you who already have early access, we're excited to introduce v1.2, which includes improvements and bug fixes. If you don't yet have access to the AR/AP Beta, don't worry – you'll have access to this significantly improved version in the upcoming weeks. If you're eager to get early access, please contact our support team.

Overview of beta v1.2 of AR/AP:

Enhancements:

• "Not to Exceed" (NTE)
• Batch Invoicing.

• Additional Capabilities in AR/AP

• Broker’s can be alerted during Invoice approval when the Invoice is for a non-compliant vendor.
• Users can skip creating any invoice in bulk creation wizard.
• Bulk Action handling has been improved by clearer success and failure messages.
• Custom ID will default to the WO Number when
• Streamlined the invoice creation flow for a single WO.
• Clicking any resource ID (ie WO, Event, Agreement) will open the details of that resource.
• The background tasks provide better visibility into download and upload status.
• The Item Name dropdown displays Item Names and Derived Rates that are more self evident.
• Invoice Line Items display better on wider screen resolutions.

• Additional Capabilities in other modules

Bug Updates

• Vendor invitation emails now automatically populate phone numbers and legal tax information.
• The sequence of line items in multiple trip invoices has been optimized.
• Alignment issues within Site nested groups have been resolved.
• The download problem with zip attachments in received emails has been fixed.
• Vendor invoice creation for multiple WOs has been addressed.
• The "Errors!" message that used to appear when adjusting an unassigned vendor trip has been resolved.
• Fixed the "Copy link to clipboard" feature on the create Client Invoice screen.
• Many payment and credit-related issues have been addressed.
• Material prices and descriptions are now populated in purchase orders (POs).
• The Bulk Scheduler from the Map now correctly applies Team Members/Vendors for hidden sites.
• The compliance tab now offers improved performance.