5/15/24 System Updates

Release Notes

May 15, 2024

What’s New

• Minimum Billing hours: Bill your clients for Minimum Hours, overriding actual hours spent on the job
• More control on filters: Achieve better search suggestions as you type and more control on numeric filters
• Import Work order details into invoice: No need to search at different places for details on the work done. Import details in one click.
• Make description in Payables Invoice mandatory: Now we can enforce vendor to add details on work performed during invoicing.
• Redesigned initial steps for Scheduled Services: The first step of creating a scheduled service has been revamped. Users can now easily select the client and site through an intuitive wizard interface, simplifying the setup process.

Minimum Billing hours:

• Minimum hours charged by you can vary for a given client, trade and/or service
• Minimum Billable Hours are charged per trip
• These hours are automatically fetched from the setup, during trip creation
• User can choose to edit/remove the minimum hours charged anytime before invoicing
• Minimum hours are charged for billing method - "Time & Material" and "Equipment Task T&M"

Rates & Assignee

Add/Edit Minimum Billing Hours

Configure client specific minimum hours

Add/Edit Minimum hours on Trip creation

View Trip details in Minimum hours billing

Enhancing your control on filter:

⚬ We have improved your experience with filters so that you have better control on final results

Import Work order details into invoice:

⚬ While creating an invoice or editing an existing invoice, you can now import Work order details on click of a button.

Details includes:

• Vendor invoice description
• Services performed on that work order
• Service date and time i.e. 1st check-in for that work order
• Work order description (this includes service request description, if any)

Make description in Payables Invoice mandatory:

1. For quick approval of payables invoices, we have introduced a setting to make invoice description mandatory. This will enforce vendors to enter summary of work performed.
2. A new company setting is introduced - Vendor > Invoices > Set Invoice Description as Mandatory (new parameter)

• If this is turned ON, then the entering description becomes mandatory on the Payables Invoice.
• If this is turned OFF, then the entering description becomes optional on the Payables Invoice.
• This setting is set as OFF by default

Redesigned initial steps for Scheduled Services:

1. Redesigned and Reduced the number of steps for creating Scheduled Services
2. Scheduled Services can be created by Quick Add action from top navigation three dot menu

​Please reach out to Support@utilizecore.com or use the chat box below for any questions!