Release Notes

July 11, 2024

What’s New

• Support for Canadian Taxes: Now your receivables and Payables support taxes for Canadian location
• Improved Summary section for Invoices and PDFs: Get better visibility into taxes, discounts, and other calculated components
• Automated Trip/Travel charges: Based on rates set in the system, you can now automatically include flat or distance-based trip/travel charges in your receivables and payables invoices.

Canadian Tax support:

• Canadian taxes for respective provinces are fetched and displayed in the invoice, proposals, and purchase orders
  
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Support for Canadian Taxes: Now your receivables and Payables support taxes for Canadian location

Improved Summary section for Invoices and PDFs: Get better visibility into taxes, discounts, and other calculated components

Automated Trip/Travel charges: Based on rates set in the system, you can now automatically include flat or distance-based trip/travel charges in your receivables and payables invoices.

Canadian Tax support:

• Canadian taxes for respective provinces are fetched and displayed in the invoice, proposals, and purchase orders

Improved Summary section for Invoices and PDFs:

• An improved summary section for invoices, proposals, and purchase orders will give better insights into total tax across all line items.
• Here, taxes are grouped by Tax type (“GST,” “PST,” etc., for Canadian locations and “Tax” for US locations) and Tax rates.

• Summary section and new Tax summary section in PDFs for invoices, proposal and purchase orders gives better insights into taxes.

• To switch to the new format you can choose the following templates as the default templates from settings

Automated Trip/Travel charges

We currently support two types of Trip/Travel charges

-Flat charges – Fixed charge
-Distance-based charges – Charge based on distance traveled to the site location

These charges can vary for clients, sites, vendors, and trade service.

• Trip Charges are automatically populated during invoice based on configuration(flat/distance-based)

• Enhanced mobile interface for Vendors and team members to log travel details

Bug Fixes

1.WO Filter Creation Date Not Working Properly

· Issue with the creation date filter in work orders has been resolved.

2.Invalid Link On New Invitations when using Email and Mobile fields in ROR

· Fixed invalid links in new invitations when email and mobile fields are used.

3.First Broker name associated to location is displayed instead of Current

· Corrected the issue where the first broker name was displayed instead of the current broker name.

4.New Vendors Module Is Showing Incorrect Notes & Contacts Count

· Fixed the incorrect display of notes and contacts count in the New Vendors module.

5.Proposal Item Description Is Showing HTML Tags

· HTML tags in proposal item descriptions are now properly rendered.

6.Invoice PDF is not getting downloaded

· Resolved the issue preventing invoice PDFs from being downloaded.

Stories

1.Change in the Item Name should update Rate & Assignment Records respectively

· Implemented a feature where changing an item name updates the corresponding rate and assignment records.

2.Increase width and provide horizontal scroll for the recommendation box in Name dropdown for Invoices | Proposal | PO

· Enhanced the recommendation box in the name dropdown with increased width and horizontal scroll functionality.

Features

1.WO Level Summary Invoice Report

· Added a new summary invoice report at the work order level.

2.AR/AP - Add Custom Column naming to Invoice Reports

· Introduced the ability to add custom column naming in invoice reports.

Tasks

1.After creating these agreements and hitting activate/continue

· Improvements made to the activation process.

2.Weather works trips to be invoiced doesn't ignore cancel trips.

· Adjusted the invoicing process to exclude canceled weather works trips.

3.Sites loading performance issue on Work order create Pop up

· Addressed performance issues with site loading during work order creation.

4.Corrected Date of Issue on Forwarding Vendor invoice to Client.

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