Release Notes

August 8, 2024

New Features and Enhancements

Bulk Approve/Reject Payable Invoices

• A new permission 'Can bulk approve and reject Payable Invoices' has been added and users with the Admin and Admin with Company Settings or employees with the roles for which the respective permissions are given can bulk approve/reject the payable invoices.
• The View Profile link in the Approve pop-up window navigates you to the respective vendor profile page.
• If 'Snooze for 24 Hours' is selected for a vendor, that vendor will not appear in the compliance check for the next 24 hours when approving the invoice.
• If you enter a note in the Approve/Reject pop-up window, the details appear in the respective vendor invoice Notes tab.
• The Activity tab shows the actions taken by the employee, such as Approve or Reject.
• Employees can bulk approve/reject maximum 1000 payable invoices simultaneously.

Added Trip NTE

• A new field, Trip NTE, has been added to the work order report under the Service Information section. This field notifies the vendor not to exceed this amount when creating an invoice.

Enhanced Custom Work Order Template

• The Work Order Export template has been enhanced. When exporting a work order, you can now arrange the columns in any desired order.

Copy and Reorder Line Items for Invoice, Proposal, and Purchase Order

• In the Create Client Proposal page, you can now duplicate, edit, and reorder line items for the invoice, proposal, and purchase order modules. A drag-and-drop feature has been added to rearrange the line items.

Addition of Log Activity for Tax Rate/Tax Exempt Change

• While creating invoice, proposal, or purchase order, any edits to the tax rate or changes to the Tax-Exempt option on the Create Client Proposal page, this activity is added under the Activity tab.

Bulk Schedule Payable Invoice

• The Scheduled Service feature now allows you to bulk configure payable invoices, similar to how receivable invoices are currently managed. The Bulk Configure page displays all vendors associated with the scheduled services for the payable invoices.

Resolved Issues

• The download and print options for proposals are now functioning correctly.

• On the Vendor page, links under the Relationship Information section in the left pane were previously opening pages in the old version. These links now correctly navigate to the appropriate pages for Invoice/Proposal/Purchase Order in the new version.

• Previously, the search functionality was not working when you wanted to filter the permissions for a role. Now you can search for the permissions even with partial text entires.

• While approving the single payable invoice, the View their Profile link on the Approve page redirects you correctly to the new version.

• Several issues have been addressed for Received Invoices created from purchase orders:

1. Reject button was not working.
2. The Remit Payments To field appeared blank by default and data was displayed when Reject button was clicked.
3. The Estimated Total field value displayed zero by default.
4. When you entered reason for rejecting an invoice, the message appeared with the HTML tag.

• Previously, you were unable to generate a Receive Payment for client invoices created for multiple sites. This issue has been resolved, and you can now receive payments for invoices generated for multiple sites.

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